Nonprofit · EIN 51-0178512
CARLISLE HISTORICAL SOCIETY INC
Tax-exempt · CARLISLE, MA 01741
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $45,611 | $46,737 | -$1,126 | $676,537 | $36,922 | $639,615 |
| December 31, 2023 | 990 | $26,381 | $37,766 | -$11,385 | $585,601 | $2,301 | $583,300 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $35,302
- Program service revenue
- $0
- Investment income
- $3,911
- Net rental income
- $6,398
- Other revenue
- $6,398
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,850
- Depreciation
- $9,975
- Program services (functional)
- $14,890
- Management and general (functional)
- $22,594
- Fundraising (functional)
- $9,253
Balance sheet and other
- Total assets, start of year
- $585,601
- Total assets, end of year
- $676,537
- Total liabilities, end of year
- $36,922
- Net assets, end of year
- $639,615
- Land, buildings and equipment
- $493,422
- Publicly traded securities
- $55,896
- Net assets without donor restrictions
- $586,215
- Net assets with donor restrictions
- $53,400
- Gross unrelated business income
- $6,398
- Gross receipts
- $52,413
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1975
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip Drew | President Trustee or director, Officer | 0 | $0 |
| Amy Jo Lee | Treasurer Trustee or director, Officer | 0 | $0 |
| John Troast Jr | Vice-President Trustee or director, Officer | 0 | $0 |
| Annie Luttmann | Secretary Trustee or director, Officer | 0 | $0 |
| John Troast III | Director Trustee or director | 0 | $0 |
| Susan Richardson | Director Trustee or director | 0 | $0 |
| Dana Booth | Director Trustee or director | 0 | $0 |
| Larry Sorli | Director Trustee or director | 0 | $0 |
| John Lee | Director Trustee or director | 0 | $0 |
| Donna Vienneau | Director Trustee or director | 0 | $0 |
| Daniel Wilson | Director Trustee or director | 0 | $0 |
| Daniel Tenzca | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip Drew | President Trustee or director, Officer | 0 | $0 |
| Amy Jo Lee | Treasurer Trustee or director, Officer | 0 | $0 |
| John Troast Jr | Vice-President Trustee or director, Officer | 0 | $0 |
| Annie Luttmann | Secretary Trustee or director, Officer | 0 | $0 |
| John Troast III | Director Trustee or director | 0 | $0 |
| Susan Richardson | Director Trustee or director | 0 | $0 |
| Dana Booth | Director Trustee or director | 0 | $0 |
| Larry Sorli | Director Trustee or director | 0 | $0 |
| John Lee | Director Trustee or director | 0 | $0 |
| Donna Vienneau | Director Trustee or director | 0 | $0 |
| Daniel Wilson | Director Trustee or director | 0 | $0 |
| Daniel Tenzca | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 698 CONCORD ST, CARLISLE, MA 01741-1554
- In care of
- % MIDGE L BELCOURT CPA
- Principal officer (990 for 2024)
- Amy Jo Lee
- Signed the 990
- Amy Jo Lee, Treasurer
- Phone
- (978) 369-3577
- Website
- www.carlislehistory.org
- Return prepared by
- MIDGE L BELCOURT CPA
Mission
Gather historical and educational objects and transmit to future generations.
Program accomplishments
- Gather historical and educational objects and information and transmit to the public through meetings, tours and lectures.
- Gather historical and educational objects and information and transmit to the public through meetings, tours & lectures.Expenses $14,890
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 | Not 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
- 51-0178512
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $676,537
- Income (IRS master file)
- $52,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $45,611 | $46,737 | $676,537 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $26,381 | $37,766 | $585,601 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $36,587 | $26,744 | $592,671 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 51-0178512).
Questions about CARLISLE HISTORICAL SOCIETY INC
- What is the EIN of CARLISLE HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of CARLISLE HISTORICAL SOCIETY INC is 51-0178512.
- Is CARLISLE HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CARLISLE HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARLISLE HISTORICAL SOCIETY INC 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 CARLISLE HISTORICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLISLE HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CARLISLE HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 names Amy Jo Lee.
- Who are the officers and directors of CARLISLE HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does CARLISLE HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $45,611, expenses of $46,737 and total assets of $676,537 at year end.
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