FRIENDS OF CARLISLE COUNCIL ON AGING INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF CARLISLE COUNCIL ON AGING INC (EIN 04-3242473)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-17
IRS object ID
202523219349205622
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T14:21:59-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261508234PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHEELER ACCOUNTANTS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11475 SARATOGA AVE STE 100AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043242473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF THE CARLISLE COUNCIL ONBusinessNameLine1Txt
Business Name Line2AGING INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone9783697414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 38AddressLine1Txt
CityCARLISLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP01741ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE VACHONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9783697414PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATIE VACHON CPAPreparerPersonNm
PTINP01843678PTIN
Phone4082521800PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressHTTPS://FOCCOA-CARLISLE.ORG/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$52,286GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$46,184ContributionsGiftsGrantsEtcAmt
Investment Income$6,102InvestmentIncomeAmt
Total Revenue$52,286TotalRevenueAmt
Grants And Similar Amounts Paid$37,225GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$2,884OtherExpensesTotalAmt
Total Expenses$40,109TotalExpensesAmt
Excess Or Deficit For Year$12,177ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$200,974NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$213,151NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$200,974BOYAmt
EOY$213,151EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$200,974BOYAmt
EOY$213,151EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$200,974BOYAmt
EOY$213,151EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE FRIENDS OF THE CARLISLE COUNCIL ON AGING WAS ESTABLISHED IN 1994 AS A NON-PROFIT VOLUNTEER ORGANIZATION IN THE COMMONWEALTH OF MA. THE FOUNDING MEMBERS RECOGNIZED THE NEED TO SUPPLEMENT TOWN FUNDS AND STATE GRANTS TO ADVANCE EFFORTS THAT COULD HELP MAKE GROWING OLDER IN CARLISLE A VIABLE AND APPEALING OPTION. THE FRIENDS' MISSION IS TO PROMOTE THE PHYSICAL AND EMOTIONAL WELL-BEING OF OUR OLDER CITIZENS BY PROVIDING FINANCIAL SUPPORT FOR THE COA'S SPECIAL PROGRAMS, ACTIVITIES, AND NEEDS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
THE MAIN FOCUS OF THE FUNDRAISING EFFORTS OF THE FRIENDS OF THE CARLISLE COUNCIL ON AGING IS TO DONATE IN ORDER TO SUPPORT THE SERVICES PROVIDED BY THE THE COUNCIL ON AGING (FOCCOA, THE FRIENDS) AND HUMAN SERVICES (COAHS). COAHS OF CARLISLE, MA HAS PROVIDED NUMEROUS SERVICES TO THE AGING POPULATION OF CARLISLE, NOT LIMITED TO - REDUCED RIDES FOR MEDICAL AND OTHER APPOINTMENTS, HOME VISITS, EVENTS, MEALS PROGRAMS, AND FOR 2024 - REDUCED PROPERTY TAX EXPENSES.$35,550$0
THE FRIENDS PROVIDE ADDITIONAL SUPPORT TO THE COAHS AS NEEDED, SUCH AS FOR REDUCED MAILING COSTS FOR THE COAHS MONTHLY NEWSLETTER.$475$0
THE FOCCOA HAS ALSO CONTRIBUTED TO THE CATHOLIC CHURCH IN CARLISLE WHICH HAS PROVIDED ITS SPACE TO THE SENIORS IN TOWN AT MINIMAL COST. WE HAVE MADE A CONTRIBUTION TO THE CHURCH IN APPRECIATION OF THEIR SERVICES TO OUR AGING.$1,200$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEAN BAGNASCHI
PRESIDENT10.00$0$0$0
ELIZABETH ACQUAVIVA
VICE PRESIDENT2.00$0$0$0
PEG GLADSTONE
VICE PRESIDENT2.00$0$0$0
KATIE VACHON
TREASURER2.00$0$0$0
NANCY SHOHET WEST
CLERK2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATIE VACHONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 38AddressLine1Txt
CityCARLISLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP01741ZIPCd
FieldValueIRS element (for citing)
Phone6037931352PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$52,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,281CurrentTaxYearMinus1YearAmt
Current Tax Year$46,184CurrentTaxYearAmt
Total$190,960TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$52,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,281CurrentTaxYearMinus1YearAmt
Current Tax Year$46,184CurrentTaxYearAmt
Total$190,960TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$190,960PublicSupportTotal170Amt
Total Support$190,960TotalSupportAmt
Gross Receipts Rltd Activities$14,842GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 6,102.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: CARLISLE COUNCIL ON AGING & HUMAN SERVICES. GRANTEE ADDRESS: 66 WESTFORD ST CARLISLE , MA 01741. AMOUNT GIVEN: 36,025.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: OTHER COMMUNITY SUPPORT. GRANTEE ADDRESS: 66 WESTFORD ST CARLISLE , MA 01741. AMOUNT GIVEN: 1,200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 37,225.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN EXPENSES. AMOUNT: 1,797. DESCRIPTION: MEETING EXPENSES. AMOUNT: 1,087. TOTAL TO FORM 990-EZ, LINE 16: 2,884.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.