Nonprofit · EIN 04-6072852
UPHAM FAMILY SOCIETY INC
Tax-exempt · MELROSE, MA 02176
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,412 | $12,636 | -$2,224 | $758,857 | $0 | $758,857 |
| December 31, 2023 | 990 | $9,590 | $14,029 | -$4,439 | $761,081 | $0 | $761,081 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $168
- Program service revenue
- $8,450
- Investment income
- $1,794
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,800
- Program services (functional)
- $10,786
- Management and general (functional)
- $1,850
Balance sheet and other
- Total assets, start of year
- $761,081
- Total assets, end of year
- $758,857
- Total liabilities, end of year
- $0
- Net assets, end of year
- $758,857
- Land, buildings and equipment
- $213,900
- Net assets without donor restrictions
- $758,857
- Gross receipts
- $10,412
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1926
- 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 |
|---|---|---|---|
| GEOFFREY UPHAM RENDALL | PRESIDENT Trustee or director, Officer | 10 | $0 |
| ALAN KELLEY | PRESIDENT EMERITUS/TREASUR Trustee or director, Officer | 6 | $0 |
| KRISTEN KELLEY | VICE PRESIDENT Trustee or director, Officer | 6 | $0 |
| MARTHA COMEAU | SECRETARY Trustee or director, Officer | 6 | $0 |
| BRAD HUTCHINSON | COMMUNITY DIRECTOR Trustee or director | 2 | $0 |
| SANDRA GRINDLAY | FAMILY DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN PHILLIPS | FAMILY DIRECTOR Trustee or director | 2 | $0 |
| MARY PREYER | FAMILY DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEOFFREY UPHAM RENDALL | PRESIDENT Trustee or director, Officer | 10 | $0 |
| ALAN KELLEY | PRESIDENT EMERITUS/TREASUR Trustee or director, Officer | 6 | $0 |
| KRISTEN KELLEY | VICE PRESIDENT Trustee or director, Officer | 6 | $0 |
| MARTHA COMEAU | SECRETARY Trustee or director, Officer | 6 | $0 |
| BRAD HUTCHINSON | COMMUNITY DIRECTOR Trustee or director | 2 | $0 |
| LISA ROGALIN | FAMILY DIRECTOR Trustee or director | 2 | $0 |
| JUDY TANNER | FAMILY DIRECTOR Trustee or director | 2 | $0 |
| SANDRA GRINDLAY | FAMILY DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN PHILLIPS | FAMILY DIRECTOR Trustee or director | 2 | $0 |
| MARY PREYER | FAMILY DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 255 UPHAM ST, MELROSE, MA 02176-3335
- Mailing address (990-N for 2019)
- 255 UPHAM STREET, MELROSE MA 02176
- Principal officer (990 for 2024)
- GEOFFREY UPHAM RENDALL, PO BOX 444, MATTAPOISETT, MA 02739
- Principal officer (990-N for 2019)
- ALAN KELLEY, 129 FRANCE RD, BARRINGTON NH 03825
- Signed the 990
- ALAN KELLEY, TREASURER
- Phone
- (781) 665-3741
- Return prepared by
- HUGHES AND COMPANY PC
Mission
HISTORIC PRESERVATION / EDUCATION
Program accomplishments
- PRESERVATION OF NATIONAL HISTORIC PLACE - THE PHINEAS UPHAM HOUSE; BUILT IN 1703; ADMISSION FREE FOR HISTORICAL TOURS AND FREE PUBLIC SCHOOL EDUCATION PROGRAMSExpenses $10,786 · revenue $8,450
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 04-6072852
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $758,857
- Income (IRS master file)
- $10,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,412 | $12,636 | $758,857 | XML |
| 990 | December 2023 | $9,590 | $14,029 | $761,081 | XML |
| 990 | December 2022 | $6,397 | $17,457 | $765,520 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: ALAN KELLEY | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 04-6072852).
Questions about UPHAM FAMILY SOCIETY INC
- What is the EIN of UPHAM FAMILY SOCIETY INC?
- The employer identification number (EIN) of UPHAM FAMILY SOCIETY INC is 04-6072852.
- Is UPHAM FAMILY SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to UPHAM FAMILY SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPHAM FAMILY SOCIETY INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of UPHAM FAMILY 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 UPHAM FAMILY 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 UPHAM FAMILY SOCIETY INC?
- The 990 for the year ended December 31, 2024 names GEOFFREY UPHAM RENDALL.
- Who are the officers and directors of UPHAM FAMILY SOCIETY INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does UPHAM FAMILY SOCIETY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,412, expenses of $12,636 and total assets of $758,857 at year end.
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