Form 990 for tax year 2024

Filed by CONCORD CARLISLE FOUNDATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 10 November 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

Kristen TysonKRISTEN TYSON
Mike LeahyMIKE LEAHY

Listed only on the later return

Krissy TysonKRISSY TYSON
Mike LaehyMIKE LAEHY

Listed under a different title

Ally BaileyALLY BAILEY: DIRECTOR then CLERK
Carrie FinizioCARRIE FINIZIO: CO-PRESIDENT then DIRECTOR
Jeff BlueJEFF BLUE: DIRECTOR then CO-PRESIDENT
Laura LechLAURA LECH: DIRECTOR then TREASURER

Totals

Total revenue: $1,703,997
Total expenses: $1,087,951
Contributions and grants received: $1,114,627
Grants paid: $711,360
Program service revenue: $0
Investment income: $588,029
Other revenue: $1,341
Total assets, end of year: $6,882,569
Total liabilities, end of year: $728,744
Net assets or fund balances, end of year: $6,153,825
Program services expenses (Part IX): $885,985
Management and general expenses: $111,987
Fundraising expenses: $89,979
Program service expenses (Part III): $885,985

Program services were 81.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1f · All other contributions, gifts and grants

$1,114,627
1g · Noncash contributions included above

$153,481
3 · Investment income

total $147,857 · excluded $147,857
7a · Gross sales of assets other than inventory

other assets $440,172
7c · Gain or loss

other assets $440,172
7d · Net gain or loss

total $440,172 · related or exempt $440,172
8a · Fundraising events: gross income

$41,919
8b · Fundraising events: direct expenses

$40,578
8c · Net income from fundraising events

total $1,341 · excluded $1,341

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $711,360 · program services $711,360
7 · Other salaries and wages

total $131,575 · program services $35,439 · management and general $43,649 · fundraising $52,487
10 · Payroll taxes

total $9,167 · program services $2,030 · management and general $4,131 · fundraising $3,006
11g · Fees: other

total $162,369 · program services $132,820 · management and general $17,180 · fundraising $12,369
12 · Advertising and promotion

total $403 · fundraising $403
13 · Office expenses

total $39,348 · program services $4,336 · management and general $13,298 · fundraising $21,714
16 · Occupancy

total $29,939 · management and general $29,939
19 · Conferences, conventions and meetings

total $874 · management and general $874
22 · Depreciation, depletion and amortization

total $138 · management and general $138
23 · Insurance

total $2,778 · management and general $2,778

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $793,992 · end of year $803,851
3 · Pledges and grants receivable

beginning of year $7,500
4 · Accounts receivable

beginning of year $5,000
9 · Prepaid expenses and deferred charges

beginning of year $4,698 · end of year $6,066
10a · Land, buildings and equipment: cost or other basis

$13,407
10b · Land, buildings and equipment: accumulated depreciation

$13,199
10c · Land, buildings and equipment, net

beginning of year $346 · end of year $208
11 · Investments: publicly traded securities

beginning of year $5,199,017 · end of year $5,969,856
15 · Other assets

beginning of year $14,759 · end of year $102,588
17 · Accounts payable and accrued expenses

end of year $2,498
18 · Grants payable

beginning of year $591,657 · end of year $605,422
25 · Other liabilities

beginning of year $28,275 · end of year $120,824
27 · Net assets without donor restrictions

beginning of year $5,331,254 · end of year $6,101,897
28 · Net assets with donor restrictions

beginning of year $74,126 · end of year $51,928

Mission and programs · 2024

Mission

HELPING NEIGHBORS IN NEED BY RAISING FUNDS AND GIVING RESPONSIBLY TO A BROAD RANGE OF HUMAN SERVICE AND OTHER ORGANIZATIONS IN CONCORD AND CARLISLE, MA.

THE CONCORD-CARLISLE COMMUNITY CHEST SOLICITS FUNDS ANNUALLY TO SUPPORT LOCAL HUMAN SERVICE ORGANIZATIONS AND PROGRAMS HELPING OUR NEIGHBORS IN NEED. AN ALLOCATIONS COMMITTEE COMPRISED OF TEAMS OF COMMUNITY VOLUNTEERS ASSESS GRANT APPLICATIONS, MAKE SITE VISITS AND MEET WITH GRANT APPLICANTS, AND INFORM THE BOARD'S GRANT-MAKING DECISIONS.

Expenses $711,727 · Grants $711,360 · Revenue $950,067
WIN FUND- THROUGH DISCRETE COMMUNITY DONATIONS, THE CONCORD-CARLISLE COMMUNITY CHEST ADMINISTERS THE WHEN IN NEED (WIN) FUND, TO ADDRESS UNEXPECTED AND EMERGENT NEEDS AS THEY ARISE IN THE COMMUNITIES OF CONCORD AND CARLISLE. FINANCIAL SUPPORT IS DISTRIBUTED TO NEIGHBORS STRUGGLING WITH ISSUES SUCH AS RENT, MOVING COSTS, UTILITIES, REPAIRS AND THE GENERAL NEGATIVE EFFECTS OF THE PANDEMIC.

Expenses $41,438 · Revenue $31,740
THE COMMUNITY CLOSET IS A FREE RESOURCE FOR ELIGIBLE RESIDENTS OF CONCORD AND CARLISLE

Expenses $132,820 · Revenue $132,820
THE CONCORD-CARLISLE COMMUNITY CHEST SOLICITS FUNDS ANNUALLY TO SUPPORT LOCAL HUMAN SERVICE ORGANIZATIONS AND PROGRAMS HELPING OUR NEIGHBORS IN NEED. AN ALLOCATIONS COMMITTEE COMPRISED OF TEAMS OF COMMUNITY VOLUNTEERS ASSESS GRANT APPLICATIONS, MAKE SITE VISITS AND MEET WITH GRANT APPLICANTS, AND INFORM THE BOARD'S GRANT-MAKING DECISIONS.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Ben BaileyBEN BAILEY

DIRECTOR

Total calculated

$0
Jeff BlueJEFF BLUE

DIRECTOR

Total calculated

$0
Carrie FinizioCARRIE FINIZIO

CO-PRESIDENT

Total calculated

$0
Libby SannicandroLIBBY SANNICANDRO

DIRECTOR

Total calculated

$0
Kristen TysonKRISTEN TYSON

CLERK

Total calculated

$0
Ally BaileyALLY BAILEY

DIRECTOR

Total calculated

$0
Deepa ChungiDEEPA CHUNGI

DIRECTOR

Total calculated

$0
Tim DowningTIM DOWNING

DIRECTOR

Total calculated

$0
Chessie CataldoCHESSIE CATALDO

DIRECTOR

Total calculated

$0
Jim BalfourJIM BALFOUR

TREASURER

Total calculated

$0
Kate BrooksKATE BROOKS

DIRECTOR

Total calculated

$0
Erika ChasetERIKA CHASET

DIRECTOR

Total calculated

$0
Mike LeahyMIKE LEAHY

DIRECTOR

Total calculated

$0
Laura LechLAURA LECH

DIRECTOR

Total calculated

$0
Lisa ThirerLISA THIRER

DIRECTOR

Total calculated

$0
Adrienne Zak-HuntADRIENNE ZAK-HUNT

DIRECTOR

Total calculated

$0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

GRANTS

$711,360

Provenance

Return type: form_990
Tax year: 2024
Filed: 10 November 2025
IRS schema version: 2024v5.0
Source object: 202543259349300224

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