Civic Intelligence

Carlisle Historical Society Inc

EIN 51-0178512 • 501(c)3 • Carlisle, MA

Profile

Gather historical and educational objects and transmit to future generations.

698 Concord StreetCarlisle, MA 01741

www.carlislehistory.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.81x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

73%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$676,537

Up $90,936 (+16%) from 2023

Liabilities

Up

$36,922

Up $34,621 (+1505%) from 2023

Net Assets

Up

$639,615

Up $56,315 (+9.7%) from 2023

Revenue

Up

$45,611

Up $19,230 (+73%) from 2023

Expenses

Up

$46,737

Up $8,971 (+24%) from 2023

Net Income

Up

-$1,126

Up $10,259 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $648,040Liabilities 2011: $89,707Net Assets 2011: $558,3332011Assets 2012: $638,663Liabilities 2012: $74,564Net Assets 2012: $564,0992012Assets 2013: $613,068Liabilities 2013: $46,613Net Assets 2013: $566,4552013Assets 2014: $608,881Liabilities 2014: $26,127Net Assets 2014: $582,7542014Assets 2015: $596,212Liabilities 2015: $5,487Net Assets 2015: $590,7252015Assets 2016: $591,870Liabilities 2016: $2,301Net Assets 2016: $589,5692016Assets 2017: $600,259Liabilities 2017: $2,301Net Assets 2017: $597,9582017Assets 2018: $589,497Liabilities 2018: $2,301Net Assets 2018: $587,1962018Assets 2019: $591,616Liabilities 2019: $2,300Net Assets 2019: $589,3162019Assets 2020: $590,340Liabilities 2020: $2,300Net Assets 2020: $588,0402020Assets 2021: $591,124Liabilities 2021: $2,300Net Assets 2021: $588,8242021Assets 2022: $592,671Liabilities 2022: $2,299Net Assets 2022: $590,3722022Assets 2023: $585,601Liabilities 2023: $2,301Net Assets 2023: $583,3002023Assets 2024: $676,537Liabilities 2024: $36,922Net Assets 2024: $639,6152024

Highlighted filing

2024

Assets$676,537
Liabilities$36,922
Net Assets$639,615

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2011: $29,9292011Expenses 2012: $27,0712012Revenue 2013: $34,854Expenses 2013: $32,498Net Income 2013: $2,3562013Revenue 2014: $45,665Expenses 2014: $29,366Net Income 2014: $16,2992014Revenue 2015: $38,874Expenses 2015: $30,903Net Income 2015: $7,9712015Revenue 2016: $36,953Expenses 2016: $38,109Net Income 2016: -$1,1562016Revenue 2017: $32,787Expenses 2017: $24,398Net Income 2017: $8,3892017Revenue 2018: $25,066Expenses 2018: $30,949Net Income 2018: -$5,8832018Revenue 2019: $24,122Expenses 2019: $27,872Net Income 2019: -$3,7502019Revenue 2020: $25,712Expenses 2020: $30,070Net Income 2020: -$4,3582020Revenue 2021: $24,824Expenses 2021: $28,769Net Income 2021: -$3,9452021Revenue 2022: $36,587Expenses 2022: $26,744Net Income 2022: $9,8432022Revenue 2023: $26,381Expenses 2023: $37,766Net Income 2023: -$11,3852023Revenue 2024: $45,611Expenses 2024: $46,737Net Income 2024: -$1,1262024

Highlighted filing

2024

Revenue$45,611
Expenses$46,737
Net Income-$1,126

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$0.37$6.40$0.46$0.47$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.02$5.83$0.26$0.38$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.93$0.02$5.90$0.37$0.27$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.02$5.89$0.25$0.29$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.02$5.88$0.26$0.30$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.02$5.89$0.24$0.28$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.02$5.87$0.25$0.31$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$0.02$5.98$0.33$0.24$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.02$5.90$0.37$0.38$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.96$0.05$5.91$0.39$0.31$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.09$0.26$5.83$0.46$0.29$0.16
2013Detailed filing. Detailed filing data is available for this year.$6.13$0.47$5.66$0.35$0.32$0.02
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.75$5.64$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.48$0.90$5.58$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$52,413
Mission and Program Overview

Mission

Gather historical and educational objects and transmit to future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$421,947$493,422▲ $71,475
Investments in Publicly Traded Securities$49,632$55,896▲ $6,264
Cash and Non-Interest-Bearing Accounts$85,934$53,727▼ $32,207
Pledges and Grants Receivable-$53,400-
Inventories for Sale or Use$19,186$18,798▼ $388
Investments Other Securities$8,902$1,294▼ $7,608
Total Assets$585,601$676,537▲ $90,936
Liabilities
Accounts Payable and Accrued Expenses$2,301$36,922▲ $34,621
Total Liabilities$2,301$36,922▲ $34,621
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$583,300$586,215▲ $2,915
Net Assets With Donor Restrictions-$53,400-
Total Net Assets Fund Balance$583,300$639,615▲ $56,315
Total Liabilities and Net Assets / Fund Balance$585,601$676,537▲ $90,936

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$294,332$272,070$459,177
Land$199,090-$199,090
Other Land Buildings$0$10,188$10,188
Compensation and Service Providers

Board Members and Trustees

NameTitle
Philip DrewPresident
John Troast JrVice-President
Dana BoothDirector
Daniel TenzcaDirector
Daniel WilsonDirector
Donna VienneauDirector
John LeeDirector
John Troast IIIDirector
Larry SorliDirector
Susan RichardsonDirector
Annie LuttmannSecretary
Amy Jo LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,302
Program Service Revenue
$0
Investment Income
$3,911
Other Revenue
$6,398
All Other Contributions
$35,302
Change in Net Assets
$-1,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,737
Total Fundraising Expense$9,253
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$9,975--$9,975
Insurance$2,331$2,331-$4,662
Other Expenses$2,006$5,261$2,006$4,012
All Other Expenses$578$2,449$500$3,527
Fees for Services Accounting-$1,850-$1,850
Office Expenses-$170-$170
Total Functional Expenses$14,890$22,594$9,253$46,737
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

John Troast Jr. is Vice-President and Director--Father John Troast III is Director--Son

Form 990, Part VI, Section B, line 11B

All Governing Board members have reviewed Form 990 before its filing.

Form 990, Part VI, Section C, line 19

Forms 990 and 990-T are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Carlisle Historical Society Inc
EIN
51-0178512
Phone
9783693577
Address
698 Concord Street, Carlisle, MA 01741

Signing Officer

Name
Amy Jo Lee
Title
Treasurer
Phone
5103843346
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Jo Lee
Formed
1975
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Midge L Belcourt CPA
Address
201 GREAT RD, ACTON, MA 01720
Preparer
Midge L Belcourt CPA
Phone
9782630212
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Deferred Grant Revenue 53,400. Federal Income tax -2,223.

Raw XML AppendixShowing 400 of 420 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
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IRS990/BooksInCareOfDetail/PhoneNum05103843346
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0112 Prospect Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Carlisle
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IRS990/Form990PartVIISectionAGrp/PersonNm2John Troast Jr
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IRS990/Form990PartVIISectionAGrp/PersonNm4John Troast III
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IRS990/Form990PartVIISectionAGrp/PersonNm7Larry Sorli
IRS990/Form990PartVIISectionAGrp/PersonNm8John Lee
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01885
IRS990/PYOtherExpensesAmt037766
IRS990/PYOtherRevenueAmt06505
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-11385
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt037766
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026381
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1126
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06398
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012000
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt063600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt063600
IRS990ScheduleA/InvestmentIncomeCYPct00.29080
IRS990ScheduleA/InvestmentIncomePYPct00.32000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt06398
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt05505
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt05719
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt05049
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt04899
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt027570
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.58320
IRS990ScheduleA/PublicSupportPY509Pct00.54560
IRS990ScheduleA/PublicSupportTotal509Amt0127545
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019813
IRS990ScheduleA/Total509Grp/TotalAmt0127545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036712
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0218715
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0294332
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0272070
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0107225
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0459177
IRS990ScheduleD/LandGrp/BookValueAmt0199090
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0199090
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010188
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010188
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0493422
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0John Troast Jr. is Vice-President and Director--Father John Troast III is Director--Son
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All Governing Board members have reviewed Form 990 before its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Forms 990 and 990-T are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Deferred Grant Revenue 53,400. Federal Income tax -2,223.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0585601
IRS990/TotalAssetsEOYAmt0676537
IRS990/TotalAssetsGrp/BOYAmt0585601
IRS990/TotalAssetsGrp/EOYAmt0676537
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt035302
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09253
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022594
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014890
IRS990/TotalFunctionalExpensesGrp/TotalAmt046737
IRS990/TotalGrossUBIAmt06398
IRS990/TotalLiabilitiesBOYAmt02301
IRS990/TotalLiabilitiesEOYAmt036922
IRS990/TotalLiabilitiesGrp/BOYAmt02301
IRS990/TotalLiabilitiesGrp/EOYAmt036922
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0583300
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0639615
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt014890
IRS990/TotalProgramServiceExpensesAmt014890
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03911
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045611
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06398
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0585601
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0676537
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.carlislehistory.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Jo Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05103843346
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carlisle Historical Society Inc
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0510178512

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