EIN 04-2157042

Concord-Carlisle Community Chest

IRS 501(c) type
501(c)(3)
Num. employees
4
Year formed
1947
Most recent tax filings
2024-06-01
Description
Concord-Carlisle Community Chest raises funds and distributes them responsibly to a broad range of human service organizations in Concord and Carlisle, MA, with a mission of helping neighbors in need. It administers the WIN fund through discrete community donations to address emergent needs as they arise. The organization solicits funds annually and its allocations committee comprising Community volunteers assess grant applications, make site visits and provide financial support to local human service organizations and programs.
Total revenues
$1,119,578
2024
Total expenses
$861,278
2024
Total assets
$6,025,312
2024
Num. employees
4
2024

Program areas at Concord-Carlisle Community Chest

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.
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.
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.

Who funds Concord-Carlisle Community Chest

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$179,798
Zachary and Lindsey Gund FoundationTo Help Further Charitable Purposes of Organization.$101,000
Ruettgers Family Charitable FoundationGeneral Support$80,000
...and 30 more grants received totalling $633,995

Personnel at Concord-Carlisle Community Chest

NameTitleCompensation
Jennifer UbaldinoExecutive Director$0
Madelene WilsonBookkeeper
Liza CareyCo - President$0
Bill BartonPast Vice President and Treasurer / Vice President , Treasurer / Board Member and Assistant Treasurer$0
Kate ShellyVice President$0
...and 8 more key personnel

Financials for Concord-Carlisle Community Chest

RevenuesFYE 06/2024
Total grants, contributions, etc.$784,662
Program services$0
Investment income and dividends$134,813
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$164,076
Net income from fundraising events$36,027
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,119,578

Form 990s for Concord-Carlisle Community Chest

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-07990View PDF
2023-062023-11-09990View PDF
2022-062022-11-15990View PDF
2021-062021-12-07990View PDF
2020-062021-04-05990View PDF
...and 10 more Form 990s
Data update history
December 25, 2024
Updated personnel
Identified 3 new personnel
November 25, 2024
Received grants
Identified 3 new grant, including a grant for $19,066 from American Endowment Foundation
November 18, 2024
Updated personnel
Identified 1 new personnel
September 21, 2024
Received grants
Identified 13 new grant, including a grant for $101,000 from Zachary and Lindsey Gund Foundation
May 18, 2024
Received grants
Identified 4 new grant, including a grant for $15,000 from Dolphin Charitable Foundation
Nonprofit Types
Grantmaking organizationsCivic / social organizationsCharities
Issues
No issues found
Characteristics
Provides grantsFundraising eventsEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
19 Main St
Concord, MA 01742
Metro area
Boston-Cambridge-Newton, MA-NH
County
Middlesex County, MA
Website URL
concordcarlislefoundation.org/ 
Phone
(978) 369-5250
IRS details
EIN
04-2157042
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1947
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813410: Civic and Social Organizations
Parent/child status
Independent
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