Concord Carlisle Foundation Inc
Founded in 1947 and based in Concord, Massachusetts, Concord-Carlisle Community Chest supports people in need and local nonprofit human-service organizations serving Concord and Carlisle. It describes its approach as bringing community donations together to support multiple organizations and programs addressing a range of local needs.
Concord Carlisle Foundation Inc at a glance
In short: Concord Carlisle Foundation Inc gave $701K across 22 grants in 2025 (avg $32K). Source: 2025 IRS Form 990.
- Annual giving (2025)
- $701,360
- +11.0% vs 2024
- Grants made (2025)
- 22
- +2100.0% vs 2024
- Average grant
- $31,880
- -95.0% vs 2024
- Median grant
- $27,500
- Total assets
- $6,882,569
- +14.2% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Concord Carlisle Foundation Inc
- Contact
Mailing address: 37 Main Street Ste 3, Concord, MA 01742
Phone: (978) 369-5250
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Concord Carlisle Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Minute Man Arc for Human Services ($74K). Together the top 10 received $503K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 34 grants of 44 (77%).
Geographic Focus
Where this funder awards grants
The organization states that it serves residents and supports nonprofit human-service organizations in Concord and Carlisle, Massachusetts. Its listed 2021 grantees include organizations based in Concord and other Massachusetts communities.
Grant Distribution by State
States
Cities
How Concord Carlisle Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (+15%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $458K (2021) to $701K (2025). In 2025 it made 22 grants totaling $701K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Minute Man Arc for Human Services | — | $73,500 |
| Concord Carlisle Reginonal Schools | — | $64,500 |
| Minuteman Senior Services | — | $60,000 |
| Concord Childrens Center | — | $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 |
| The Eliot Center | — | $30,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $6,882,569 | $1,703,997 | $1,087,951 | $701,360 | 22 | $588,029 |
| 2024 | $6,025,312 | $1,119,578 | $861,278 | $631,898 | 1 | $298,889 |
| 2023 | $5,384,699 | $1,269,024 | $825,276 | $582,452 | 1 | $283,196 |
| 2022 | $4,859,971 | $2,299,861 | $828,371 | $607,823 | 3 | $280,147 |
| 2021 | $3,892,918 | $1,254,440 | $1,014,782 | $458,393 | 17 | $227,456 |
| 2020 | $3,247,415 | $1,090,461 | $657,082 | $469,165 | 24 | $111,694 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Community Chest’s stated mission is to engage the community to help neighbors in need. Its website identifies mental health, food insecurity, elder support, affordable housing, education, childcare and family services, physical disabilities, legal aid, and domestic violence as needs it addresses.
The organization’s 2024 filing describes an annual fundraising and allocations process for local human-service organizations and programs. It says community-volunteer teams assess applications, conduct site visits, and meet with applicants to inform the board’s grantmaking decisions. The filing also describes the When In Need (WIN) Fund as providing support for unexpected needs such as rent, moving costs, utilities, and repairs. The website lists additional targeted funds for camperships and pilot or innovative programs serving youth and seniors.
Examples of supported organizations show the range of services funded. Minute Man Arc says it works to improve the quality of life and community inclusion of people with developmental disabilities and their families. Open Table says it addresses local hunger through food and meal programs. Minuteman Senior Services says it helps seniors and people with disabilities live in the setting of their choice. These are the grantees’ descriptions of their own missions.
Grantmaking
The organization’s website reports that the Community Chest distributed $593,451 back into its towns in 2022–2023. Separately, its IRS filings report a grant count of zero for each of 2023, 2024, and 2025.
Listed 2021 awards included $60,000 each to Minute Man Arc for Human Services and Minuteman Senior Services; $45,000 to Concord Children’s Center; $30,000 each to Nashoba Learning Group and Open Table; $25,000 each to MetroWest Legal Services and Gaining Ground; and $12,500 to Cooperative Elder Services.
The 2024 filing describes annual grant applications reviewed by volunteer teams, with site visits and meetings with applicants, followed by grantmaking decisions informed by those teams and made by the board.
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2025 filing are Ben Bailey, Jeff Blue, Carrie Finizio (co-president), Libby Sannicandro, Kristen Tyson (clerk), Ally Bailey, Deepa Chungi, Tim Downing, Chessie Cataldo, and Jim Balfour (treasurer).
Concord Carlisle Foundation Inc is led by Jeff Blue, Co-President since 2025 (on filings since 2020); none of the 16 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeff Blue
Co-President
Board Member → Director, 2021
Director → Co-President, 2025
On filings since 2020
5 hrs/week
No compensation reported
Krissy Tyson
Co-President
New on the 2025 filing
10 hrs/week
No compensation reported
Carrie Finizio
Director
Director → Co-President, 2022
Co-President → Director, 2025
On filings since 2020
3 hrs/week
No compensation reported
Libby Sannicandro
Director
On filings since 2021
3 hrs/week
No compensation reported
Deepa Chungi
Director
On filings since 2023
3 hrs/week
No compensation reported
Tim Downing
Director
On filings since 2023
3 hrs/week
No compensation reported
Ben Bailey
Director
On filings since 2024
3 hrs/week
No compensation reported
Chessie Cataldo
Director
On filings since 2024
3 hrs/week
No compensation reported
Adrienne Zak-Hunt
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Erika Chaset
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Kate Brooks
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Lisa Thirer
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Mike Laehy
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Jim Balfour
Treasurer
Director → Trasurer, 2023
Trasurer → Treasurer, 2025
On filings since 2022
3 hrs/week
No compensation reported
Ally Bailey
Clerk
Director → Clerk, 2025
On filings since 2023
3 hrs/week
No compensation reported
Laura Lech
Treasurer
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (23)
- Former: Katie Fahey (2020–2024) — Director
- Former: Kristen Heintz-Perkins (2020–2024) — Co-President
- Former: Kristen Tyson (2020–2024) — Clerk
- Former: Billie Wyeth (2021–2024) — Director
- Former: Charle Spofford (2021–2024) — Director
- Former: Colette Stanzler (2021–2024) — Director
- Former: Melissa McMorrow (2022–2024) — Director
- Former: Gary Vilchick (2024) — Director
- Former: Ali Sullivan (2020–2023) — Director
- Former: Carren Panico (2020–2023) — Director
- Former: Bill Barton (2020–2022) — Treasurer
- Former: Christina Economos (2020–2022) — Director
- Former: Julie O'Brien (2020–2022) — Director
- Former: Kate Shelly (2020–2022) — Co-President
- Former: Fatima Mezdad (2022) — Director
- Former: Jennifer C. Ubaldino (2022) — Executive Di
- Former: Jennifer Gates (2020–2021) — Director
- Former: Lori Hick (2020–2021) — Secretary
- Former: Richard Wells (2020–2021) — Director
- Former: Kristin Piper (2021) — Director
- Former: Bob Furey (2020) — Board Member
- Former: Liza Carey (2020) — Board Member & Co-Presid
- Former: Rachel Sones (2020) — Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Concord Carlisle Foundation Inc
How much does Concord Carlisle Foundation Inc give each year?
Concord Carlisle Foundation Inc gave $701K across 22 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $632K across 1 grant.
What is Concord Carlisle Foundation Inc's typical grant size?
Concord Carlisle Foundation Inc's median grant in 2025 was $27,500, and its average grant was $31,880, across 22 grants on its 2025 IRS Form 990.
Who are Concord Carlisle Foundation Inc's largest grantees?
Concord Carlisle Foundation Inc's largest 2025 grantees include Minute Man Arc for Human Services ($73,500), Concord Carlisle Reginonal Schools ($64,500) and Minuteman Senior Services ($60,000), according to its 2025 IRS Form 990. Together they received 28% of its itemized 2025 grant dollars.
How large is Concord Carlisle Foundation Inc?
Concord Carlisle Foundation Inc reported $6.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.7M.
What does Concord Carlisle Foundation Inc fund?
The Community Chest’s stated mission is to engage the community to help neighbors in need. See mission & focus areas ↑
How do I apply for a grant from Concord Carlisle Foundation Inc?
Concord Carlisle Foundation Inc has no public application process in the sources Grantable reviewed. Check concordcarlislefoundation.org for current guidelines, or contact the foundation directly before submitting a request.
Where does Concord Carlisle Foundation Inc make grants?
The organization states that it serves residents and supports nonprofit human-service organizations in Concord and Carlisle, Massachusetts. Its listed 2021 grantees include organizations based in Concord and other Massachusetts communities.
What is Concord Carlisle Foundation Inc's EIN?
Concord Carlisle Foundation Inc's EIN (Employer Identification Number) is 04-2157042. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS December 8, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS December 7, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 9, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 7, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS January 9, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Concord Carlisle Foundation Inc funds
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Cite this profile
Grantable. (2026). Concord Carlisle Foundation Inc funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/concord-carlisle-foundation-inc-morg_b12edb0002674d318546cde89f5a063f
BibTeX
@misc{grantable_042157042_2026,
author = {{Grantable}},
title = {{Concord Carlisle Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/concord-carlisle-foundation-inc-morg_b12edb0002674d318546cde89f5a063f},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Concord Carlisle Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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