Nonprofit · EIN 04-6141569
THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE
Tax-exempt · CONCORD, MA 01742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,123,067 | $536,454 | $586,613 | $7,286,672 | $36,100 | $7,250,572 |
| December 31, 2024 | 990 | $1,300,885 | $489,755 | $811,130 | $6,371,712 | $15,051 | $6,356,661 |
| December 31, 2023 | 990 | $385,203 | $500,512 | -$115,309 | $5,643,523 | $5,851 | $5,637,672 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $418,146
- Program service revenue
- $0
- Investment income
- $704,921
- Net gain from sales of assets
- $514,998
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $430,922
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $43,614
- Program services (functional)
- $430,922
- Management and general (functional)
- $85,025
- Fundraising (functional)
- $20,507
Balance sheet and other
- Total assets, start of year
- $6,371,712
- Total assets, end of year
- $7,286,672
- Total liabilities, end of year
- $36,100
- Net assets, end of year
- $7,250,572
- Publicly traded securities
- $6,934,606
- Net assets without donor restrictions
- $1,187,887
- Net assets with donor restrictions
- $6,062,685
- Gross receipts
- $4,238,427
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1966
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANNA BRUNO | CHAIR Trustee or director, Officer | 3 | $0 |
| MARC CARUSO | TRUSTEE Trustee or director | 1 | $0 |
| DEVRA FESHBACH-MERINEY | TRUSTEE Trustee or director | 1 | $0 |
| PRISCILLA GUINEY | TRUSTEE Trustee or director | 1 | $0 |
| JOE LAURIN | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS LAW | TRUSTEE Trustee or director | 1 | $0 |
| REBECCA LOPRETE | SECRETARY Trustee or director, Officer | 2 | $0 |
| GUIDA MATTISON | TRUSTEE Trustee or director | 1 | $0 |
| TRAVIS MINOR | TRUSTEE Trustee or director | 1 | $0 |
| ALBERT POWERS | ASST TREASUR Trustee or director, Officer | 14 | $0 |
| PAUL RESSLER | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN SNOOK | TRUSTEE Trustee or director | 1 | $0 |
| PRISCILLA WHITE STURGES | TRUSTEE Trustee or director | 1 | $0 |
| INGRID SUTTER | TRUSTEE Trustee or director | 2 | $0 |
| JOHN SWEENEY | TREASURER Officer | 3 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANNA BRUNO | CHAIR Trustee or director, Officer | 3 | $0 |
| MARC CARUSO | TRUSTEE Trustee or director | 1 | $0 |
| DEVRA FESHBACH-MERINEY | TRUSTEE Trustee or director | 1 | $0 |
| PRISCILLA GUINEY | TRUSTEE Trustee or director | 1 | $0 |
| JOE LAURIN | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS LAW | TRUSTEE Trustee or director | 1 | $0 |
| REBECCA LOPRETE | SECRETARY Trustee or director, Officer | 2 | $0 |
| GUIDA MATTISON | TRUSTEE Trustee or director | 1 | $0 |
| TRAVIS MINOR | TRUSTEE Trustee or director | 1 | $0 |
| ALBERT POWERS | ASST TREASUR Trustee or director, Officer | 14 | $0 |
| PAUL RESSLER | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN SNOOK | TRUSTEE Trustee or director | 1 | $0 |
| PRISCILLA WHITE STURGES | TRUSTEE Trustee or director | 1 | $0 |
| INGRID SUTTER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN SWEENEY | TREASURER Officer | 3 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANNA BRUNO | ASSISTANT CH Trustee or director, Officer | 2 | $0 |
| MARC CARUSO | TRUSTEE Trustee or director | 1 | $0 |
| DEVRA FESHBACH-MERINEY | TRUSTEE Trustee or director | 1 | $0 |
| PRISCILLA GUINEY | TRUSTEE Trustee or director | 1 | $0 |
| JOE LAURIN | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS LAW | TRUSTEE Trustee or director | 1 | $0 |
| REBECCA LOPRETE | SECRETARY Trustee or director, Officer | 1 | $0 |
| GUIDA MATTISON | TRUSTEE Trustee or director | 1 | $0 |
| TRAVIS MINOR | CHAIR Trustee or director, Officer | 2 | $0 |
| ALBERT POWERS | ASST TREASUR Trustee or director, Officer | 14 | $0 |
| PAUL RESSLER | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN SNOOK | TRUSTEE Trustee or director | 1 | $0 |
| PRISCILLA WHITE STURGES | TRUSTEE Trustee or director | 1 | $0 |
| INGRID SUTTER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN SWEENEY | 2024 TREASUR Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 217, CONCORD, MA 01742-0217
- Principal officer (990 for 2025)
- JOHN SWEENEY, 34 WALDEN ST 217, CONCORD, MA 01742
- Signed the 990
- JOHN SWEENEY, TREASURER
- Phone
- (978) 369-0009
- Website
- THESCHOLARSHIPFUNDOFCC.ORG
- Return prepared by
- BRUCE D NORLING CPA PC
Mission
IT IS THE MISSION OF THE CONCORD CARLISLE SCHOLARSHIP FUND (CCSF) TO ASSIST DESERVING YOUNG MEN AND WOMEN FROM THE CONCORD-CARLISLE COMMUNITY IN ACHIEVING A POST-SECONDARY EDUCATION. AS TRUSTEES OF THE CCSF, WE AWARD SCHOLARSHIPS TO HELP FILL THE UNMET FINANCIAL NEED OF STUDENTS PURSUING EDUCATIONAL OPPORTUNITIES AT ACCREDITED COLLEGES, UNIVERSITIES, AND TECHNICAL INSTITUTIONS. ALL SCHOLARSHIPS ARE NEED-BASED.
Program accomplishments
- THE FUND ASSISTED 74 DESERVING YOUNG MEN AND WOMEN FROM THE CONCORD-CARLISLE COMMUNITY IN ACHIEVING A POST SECONDARY EDUCATION BY PROVIDING SCHOLARSHIPS TOTALING 400,750.Expenses $430,922 · grants $430,922
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6141569
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $7,286,672
- Income (IRS master file)
- $4,238,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,123,067 | $536,454 | $7,286,672 | XML |
| 990 | December 2024 | $1,300,885 | $489,755 | $6,371,712 | XML |
| 990 | December 2023 | $385,203 | $500,512 | $5,643,523 | XML |
| 990 | December 2022 | $1,548,974 | $492,089 | $4,965,248 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6141569).
Questions about THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE
- What is the EIN of THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE?
- The employer identification number (EIN) of THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE is 04-6141569.
- Is THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE?
- The 990 for the year ended December 31, 2025 names JOHN SWEENEY.
- Who are the officers and directors of THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE?
- The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,123,067, expenses of $536,454 and total assets of $7,286,672 at year end.
Other nonprofits in CONCORD
- MIDDLESEX SCHOOL EIN 04-2103821 · last filed 990 for 2025
- CONCORD ACADEMY EIN 04-1200600 · last filed 990 for 2025
- NASHOBA BROOKS SCHOOL OF CONCORD EIN 04-2103947 · last filed 990 for 2025
- CONCORD CONSORTIUM INC EIN 04-3254131 · last filed 990 for 2025
- OPEN EDUCATION GLOBAL INCORPORATED EIN 01-0908761 · last filed 990 for 2025
- COLLABORATIVE LEARNING PROJECT INC EIN 26-2352223 · last filed 990 for 2025
- CONCORD FREE PUBLIC LIBRARY CORPORATION EIN 04-2121328 · last filed 990 for 2025
- IGG4WARD FOUNDATION EIN 93-3280323 · last filed 990 for 2024