AUMdb

Concord Carlisle Foundation Inc

EIN 042157042 · 501(c)(3) · Public charity · Concord, MA · recognized 1950

Assets
$6.9M
Revenue
$1.7M
Expenses
$1.1M
Investment income
$588K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Ben Bailey Director $0 $0
Jeff Blue Director $0 $0
Carrie Finizio Co-president $0 $0
Libby Sannicandro Director $0 $0
Kristen Tyson Clerk $0 $0
Ally Bailey Director $0 $0
Deepa Chungi Director $0 $0
Tim Downing Director $0 $0
Chessie Cataldo Director $0 $0
Jim Balfour Treasurer $0 $0
Kate Brooks Director $0 $0
Erika Chaset Director $0 $0
Mike Leahy Director $0 $0
Laura Lech Director $0 $0
Lisa Thirer Director $0 $0
Adrienne Zak Hunt Director $0 $0