Civic Intelligence

Concord Carlisle Foundation Inc.

EIN 04-2157042 • 501(c)3 • Concord, MA

Pub. 78 Eligible

Profile

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.

37 Main Street Ste 3Concord, MA 01742

www.concordcarlislefoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.11x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.43x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

52%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$6,882,569

Up $857,257 (+14%) from 2024

Liabilities

Up

$728,744

Up $108,812 (+18%) from 2024

Net Assets

Up

$6,153,825

Up $748,445 (+14%) from 2024

Operations
Liabilities / Revenue72nd percentileNet Margin84th percentile

Revenue

Up

$1,703,997

Up $584,419 (+52%) from 2024

Expenses

Up

$1,087,951

Up $226,673 (+26%) from 2024

Net Income

Up

$616,046

Up $357,746 (+139%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,866,132Liabilities 2010: $581,132Net Assets 2010: $1,285,0002010Assets 2011: $1,986,565Liabilities 2011: $550,953Net Assets 2011: $1,435,6122011Assets 2012: $1,974,013Liabilities 2012: $572,788Net Assets 2012: $1,401,2252012Assets 2013: $2,174,663Liabilities 2013: $557,100Net Assets 2013: $1,617,5632013Assets 2014: $2,361,531Liabilities 2014: $563,686Net Assets 2014: $1,797,8452014Assets 2015: $2,396,847Liabilities 2015: $572,696Net Assets 2015: $1,824,1512015Assets 2016: $2,369,245Liabilities 2016: $554,043Net Assets 2016: $1,815,2022016Assets 2017: $2,593,530Liabilities 2017: $527,929Net Assets 2017: $2,065,6012017Assets 2018: $2,660,562Liabilities 2018: $509,987Net Assets 2018: $2,150,5752018Assets 2019: $2,820,142Liabilities 2019: $486,800Net Assets 2019: $2,333,3422019Assets 2020: $3,247,415Liabilities 2020: $480,694Net Assets 2020: $2,766,7212020Assets 2021: $3,892,918Liabilities 2021: $502,552Net Assets 2021: $3,390,3662021Assets 2022: $4,859,971Liabilities 2022: $605,500Net Assets 2022: $4,254,4712022Assets 2023: $5,384,699Liabilities 2023: $617,461Net Assets 2023: $4,767,2382023Assets 2024: $6,025,312Liabilities 2024: $619,932Net Assets 2024: $5,405,3802024Assets 2025: $6,882,569Liabilities 2025: $728,744Net Assets 2025: $6,153,8252025

Highlighted filing

2025

Assets$6,882,569
Liabilities$728,744
Net Assets$6,153,825
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2010: $726,0502010Expenses 2011: $737,8592011Expenses 2012: $761,0942012Revenue 2013: $906,658Expenses 2013: $690,320Net Income 2013: $216,3382013Revenue 2014: $743,755Expenses 2014: $723,906Net Income 2014: $19,8492014Revenue 2015: $847,575Expenses 2015: $806,706Net Income 2015: $40,8692015Revenue 2016: $819,125Expenses 2016: $740,570Net Income 2016: $78,5552016Revenue 2017: $805,006Expenses 2017: $747,221Net Income 2017: $57,7852017Revenue 2018: $970,961Expenses 2018: $688,206Net Income 2018: $282,7552018Revenue 2019: $851,992Expenses 2019: $669,225Net Income 2019: $182,7672019Revenue 2020: $1,090,461Expenses 2020: $657,082Net Income 2020: $433,3792020Revenue 2021: $1,254,440Expenses 2021: $1,014,782Net Income 2021: $239,6582021Revenue 2022: $2,299,861Expenses 2022: $828,371Net Income 2022: $1,471,4902022Revenue 2023: $1,269,024Expenses 2023: $825,276Net Income 2023: $443,7482023Revenue 2024: $1,119,578Expenses 2024: $861,278Net Income 2024: $258,3002024Revenue 2025: $1,703,997Expenses 2025: $1,087,951Net Income 2025: $616,0462025

Highlighted filing

2025

Revenue$1,703,997
Expenses$1,087,951
Net Income$616,046
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,882,569
Liabilities
$728,744
Net assets
$6,153,825
Revenue
$1,703,997
Expenses
$1,087,951
Net income
$616,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.88$0.73$6.15$1.70$1.09$0.62
2024Detailed filing. Detailed filing data is available for this year.$6.03$0.62$5.41$1.12$0.86$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.62$4.77$1.27$0.83$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.61$4.25$2.30$0.83$1.47
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.50$3.39$1.25$1.01$0.24
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.48$2.77$1.09$0.66$0.43
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.49$2.33$0.85$0.67$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.51$2.15$0.97$0.69$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.53$2.07$0.81$0.75$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.55$1.82$0.82$0.74$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.57$1.82$0.85$0.81$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.56$1.80$0.74$0.72$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.56$1.62$0.91$0.69$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.57$1.40$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.55$1.44$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.58$1.29$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$1,744,575
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,199,017$5,969,856▲ $770,839
Cash and Non-Interest-Bearing Accounts$793,992$803,851▲ $9,859
Pledges and Grants Receivable$7,500--
Prepaid Expenses and Deferred Charges$4,698$6,066▲ $1,368
Accounts Receivable$5,000--
Land, Buildings, and Equipment, Net$346$208▼ $138
Total Assets$6,025,312$6,882,569▲ $857,257
Other Assets Total$14,759$102,588▲ $87,829
Liabilities
Grants Payable$591,657$605,422▲ $13,765
Other Liabilities$28,275$120,824▲ $92,549
Accounts Payable and Accrued Expenses-$2,498-
Total Liabilities$619,932$728,744▲ $108,812
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,331,254$6,101,897▲ $770,643
Net Assets With Donor Restrictions$74,126$51,928▼ $22,198
Total Net Assets Fund Balance$5,405,380$6,153,825▲ $748,445
Total Liabilities and Net Assets / Fund Balance$6,025,312$6,882,569▲ $857,257

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,343,783-▲ $181,660-$2,525,322
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Jeff BlueCo-president
Krissy TysonCo-president
Adrienne Zak-huntDirector
Ben BaileyDirector
Carrie FinizioDirector
Chessie CataldoDirector
Deepa ChungiDirector
Erika ChasetDirector
Kate BrooksDirector
Libby SannicandroDirector
Lisa ThirerDirector
Mike LaehyDirector
Tim DowningDirector
Ally BaileyClerk
Jim BalfourTreasurer
Laura LechTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,114,627
Program Service Revenue
$0
Investment Income
$588,029
Other Revenue
$1,341
All Other Contributions
$1,114,627
Change in Net Assets
$616,046

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Clothing and Household Goods$153,481
Total Noncash Contributions$153,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$711,360
Other Expenses$235,849
Salaries, Compensation, and Employee Benefits$140,742
Total Fundraising Expense$89,979
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$711,360--$711,360
Fees for Services Other$132,820$17,180$12,369$162,369
Other Salaries and Wages$35,439$43,649$52,487$131,575
Office Expenses$4,336$13,298$21,714$39,348
Occupancy-$29,939-$29,939
Payroll Taxes$2,030$4,131$3,006$9,167
Insurance-$2,778-$2,778
Conferences and Meetings-$874-$874
Advertising--$403$403
Depreciation Depletion-$138-$138
Total Functional Expenses$885,985$111,987$89,979$1,087,951
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Minute Man Arc for Human Services---$73,500
Concord Carlisle Reginonal Schools---$64,500
Concord Childrens Center---$60,000
Minuteman Senior Services---$60,000
Domestic Violence Services Network---$51,000
Grants---$49,438
Nashoba Learning Group Inc---$40,000
The Concord Council on Aging---$40,000
Metro West Legal Services---$35,000
Open Table---$30,000
The Eliot Center---$30,000
Gaining Ground---$25,000
First Connections---$23,297
Carlisle Council on Aging and Human---$21,000
The Virgina Thurston Healing Garden---$20,000
Concord Carlisle Adult & Community---$18,125
Concord Fire Dept---$14,000
Cooperative Elder Services---$12,500
Extra Steps---$10,000
Thoreau Elementary Ptg---$10,000
The Nature Connection---$8,000
Art for All---$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,919
Fundraising Direct Expenses$40,578
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$41,919$41,919$40,578$1,341
Total Events$41,919$41,919$40,578$1,341
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lt Lease$83,308
Cpltd Lease$19,648
Accrued Wages Payable$17,440
Accrued P/r Taxes Payable$428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Concord Carlisle Foundation Inc
EIN
04-2157042
Phone
9783695250
Address
37 MAIN STREET STE 3, CONCORD, MA 01742

Signing Officer

Name
Laura Lech
Title
Treasurer
Phone
9783695250
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer C Ubaldino
Formed
1947
Legal Domicile
Ma
Voting Board Members
20
Independent Board Members
20
Employees
4

Preparer

Firm
Mclarney & Company LLC
Address
6 COURTHOUSE LN 15, CHELMSFORD, MA 01824-1724
Preparer
Brian F Mclarney CPA
Phone
9784532222
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Name and address change correction”

Form 990, Page 2, Part III, Line 4D

“The concord carlisle foundation 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.”

Form 990, Part IX, Line 11G

“Prof fees 0 16,672 12,369 program expense 132,820 0 0 consulting 0 508 0 total 132,820 17,180 12,369”

Raw XML AppendixShowing 400 of 526 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02498
IRS990/AccountsReceivableGrp/BOYAmt05000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HELPING NEIGHBORS IN NEED BY RAISING FUNDS AND GIVING RESPONSIBLY TO A BROAD RANGE OF HUMAN SERVICE AND OTHER ORGANIZATIONS IN CONCORD AND CARLISLE, MA.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt0403
IRS990/AdvertisingGrp/TotalAmt0403
IRS990/AllOtherContributionsAmt01114627
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JENNIFER C UBALDINO
IRS990/BooksInCareOfDetail/PhoneNum09783695250
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt037 MAIN ST STE 3
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001742
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0793992
IRS990/CashNonInterestBearingGrp/EOYAmt0803851
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0874
IRS990/ConferencesMeetingsGrp/TotalAmt0874
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01114627
IRS990/CYGrantsAndSimilarPaidAmt0711360
IRS990/CYInvestmentIncomeAmt0588029
IRS990/CYOtherExpensesAmt0235849
IRS990/CYOtherRevenueAmt01341
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0616046
IRS990/CYSalariesCompEmpBnftPaidAmt0140742
IRS990/CYTotalExpensesAmt01087951
IRS990/CYTotalFundraisingExpenseAmt089979
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01703997
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0138
IRS990/DepreciationDepletionGrp/TotalAmt0138
IRS990/Desc0THE CONCORD CARLISLE FOUNDATION 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt074126
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt051928
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0711727
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/FundraisingAmt012369
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017180
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0132820
IRS990/FeesForServicesOtherGrp/TotalAmt0162369
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0KRISSY TYSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF BLUE
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM BALFOUR
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLY BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm4BEN BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm5KATE BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHESSIE CATALDO
IRS990/Form990PartVIISectionAGrp/PersonNm7DEEPA CHUNGI
IRS990/Form990PartVIISectionAGrp/PersonNm8ERIKA CHASET
IRS990/Form990PartVIISectionAGrp/PersonNm9TIM DOWNING
IRS990/Form990PartVIISectionAGrp/PersonNm10CARRIE FINIZIO
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE LAEHY
IRS990/Form990PartVIISectionAGrp/PersonNm12LAURA LECH
IRS990/Form990PartVIISectionAGrp/PersonNm13LIBBY SANNICANDRO
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA THIRER
IRS990/Form990PartVIISectionAGrp/PersonNm15ADRIENNE ZAK-HUNT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt040578
IRS990/FundraisingGrossIncomeAmt041919
IRS990/GainOrLossGrp/OtherAmt0440172
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0711360
IRS990/GrantsPayableGrp/BOYAmt0591657
IRS990/GrantsPayableGrp/EOYAmt0605422
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0711360
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0711360
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0440172
IRS990/GrossReceiptsAmt01744575
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02778
IRS990/InsuranceGrp/TotalAmt02778
IRS990/InvestmentIncomeGrp/ExclusionAmt0147857
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0147857
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05199017
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05969856
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013199
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0346
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0208
IRS990/LandBldgEquipCostOrOtherBssAmt013407
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HELPING NEIGHBORS IN NEED BY RAISING FUNDS AND GIVING RESPONSIBLY TO A BROAD RANGE OF HUMAN SERVICE AND OTHER ORGANIZATIONS IN CONCORD AND CARLISLE, MA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt05405380
IRS990/NetAssetsOrFundBalancesEOYAmt06153825
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0440172
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0440172
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01341
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01341
IRS990/NetUnrlzdGainsLossesInvstAmt0132399
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05331254
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06101897
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0153481
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt029939
IRS990/OccupancyGrp/TotalAmt029939
IRS990/OfficeExpensesGrp/FundraisingAmt021714
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013298
IRS990/OfficeExpensesGrp/ProgramServicesAmt04336
IRS990/OfficeExpensesGrp/TotalAmt039348
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014759
IRS990/OtherAssetsTotalGrp/EOYAmt0102588
IRS990/OtherLiabilitiesGrp/BOYAmt028275
IRS990/OtherLiabilitiesGrp/EOYAmt0120824
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt052487
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt043649
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt035439
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131575
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03006
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04131
IRS990/PayrollTaxesGrp/ProgramServicesAmt02030
IRS990/PayrollTaxesGrp/TotalAmt09167
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04698
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06066
IRS990/PrincipalOfficerNm0JENNIFER C UBALDINO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0WIN FUND- THROUGH DISCRETE COMMUNITY DONATIONS, THE CONCORD CARLISLE COMMUNITY FOUNDATION 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041438
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt031740
IRS990/ProgSrvcAccomActy3Grp/Desc0THE COMMUNITY CLOSET IS A FREE RESOURCE FOR ELIGIBLE RESIDENTS OF CONCORD AND CARLISLE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0132820
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0132820
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE CONCORD CARLISLE FOUNDATION 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.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0784662
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0631898
IRS990/PYInvestmentIncomeAmt0298889
IRS990/PYOtherExpensesAmt0113898
IRS990/PYOtherRevenueAmt036027
IRS990/PYRevenuesLessExpensesAmt0258300
IRS990/PYSalariesCompEmpBnftPaidAmt0115482
IRS990/PYTotalExpensesAmt0861278
IRS990/PYTotalRevenueAmt01119578
IRS990/ReconcilationRevenueExpnssAmt0616046
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0950067
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 234,513
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01114627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0784662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0926235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02000666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0973692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05799882
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0147857
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0134813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt091703
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0280147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0189678
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0844198
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt041919
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt075934
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0118424
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt040155
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0276432
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83810
IRS990ScheduleA/PublicSupportPY170Pct00.84050
IRS990ScheduleA/PublicSupportTotal170Amt05799882
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01114627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0784662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0926235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02000666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0973692
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05799882
IRS990ScheduleA/TotalSupportAmt06920512
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02343783
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02525322
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0181660
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt083308
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt217440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LT LEASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CPLTD LEASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED WAGES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED P/R TAXES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt0120824
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041919
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01341
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040578
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040578
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt049438
IRS990ScheduleI/RecipientTable/CashGrantAmt160000
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/CashGrantAmt412500
IRS990ScheduleI/RecipientTable/CashGrantAmt530000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt723297
IRS990ScheduleI/RecipientTable/CashGrantAmt873500
IRS990ScheduleI/RecipientTable/CashGrantAmt921000
IRS990ScheduleI/RecipientTable/CashGrantAmt1064500
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1260000
IRS990ScheduleI/RecipientTable/CashGrantAmt1335000
IRS990ScheduleI/RecipientTable/CashGrantAmt1418125
IRS990ScheduleI/RecipientTable/CashGrantAmt1551000
IRS990ScheduleI/RecipientTable/CashGrantAmt168000
IRS990ScheduleI/RecipientTable/CashGrantAmt1725000
IRS990ScheduleI/RecipientTable/CashGrantAmt1830000
IRS990ScheduleI/RecipientTable/CashGrantAmt196000
IRS990ScheduleI/RecipientTable/CashGrantAmt2014000
IRS990ScheduleI/RecipientTable/CashGrantAmt2110000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MINUTEMAN SENIOR SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NASHOBA LEARNING GROUP INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE CONCORD COUNCIL ON AGING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4COOPERATIVE ELDER SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE ELIOT CENTER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.