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Nonprofit · EIN 04-3542526

THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC

Tax-exempt · UPTON, MA 01568

Financials

$19K$17K2023$12K$6K2024$16K$8K2025
Revenue Expenses · by fiscal year end
Financials of THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$15,933$8,004$7,929$86,738$0$86,738
December 31, 2024990-EZ$11,813$6,228$5,585$78,809$0$78,809
December 31, 2023990-EZ (amended)$18,569$17,122$1,447$73,224$0$73,224
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,783
Program service revenue
$0
Investment income
$7,668
Net income from fundraising events
$5,272
Other revenue
$210

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fees and payments to contractors
$295
Printing, publications and postage
$203
Other expenses
$7,506
Program services (functional)
$6,066

Balance sheet and other

Total assets, start of year
$78,809
Total assets, end of year
$86,738
Total liabilities, end of year
$0
Net assets, end of year
$86,738
Cash, savings and investments
$86,738
Gross receipts
$15,933

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Alisa BernatPresident2$0
Cindy PlutnickiVice President1$0
Anthony AdcockTreasurer2$0
Alice KelloggSecretary/Clerk2$0
990-EZ for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Traci HigginsPresident2$0
Christine LazarTreasurer2$0
Allysa BernatVice President2$0
990-EZ for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Traci HigginsPresident2$0
Christine LazarTreasurer2$0
Allysa BernatVice President2$0

Address and contacts

Address (IRS master file)
PO BOX 622, UPTON, MA 01568-0622
In care of
% ANTHONY C ADCOCK
Signed the 990-EZ
Anthony Adcock, Treasurer
Phone
(508) 529-0091

Mission

The Friends of the Library were organized in 2007 to assist the Upton Town Library in its mission to provide support and services to the greater community. The Friends participate and encourage cultural, educational and entertainment programs to help provide funds for Library materials, equipment and services beyond the scope of the Library's operating budget.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Museum Pass Program - Passes provide discounted entries for 10 parks and museums in MA. Passes are used by more than 400 residents over the course of the year.
    Expenses $4,180
  • Children's Programs - The Friends sponsored several children's events during the 2025 fiscal year including art/games supplies, entertainment for summer reading program kickoff and ice-cream for the end of summer reading celebration.
    Expenses $736
  • Adult Programs - We sponsored a monthly drum circle for community members with between 50 and 70 participants each month as well as a candle making activity for 25 people
    Expenses $1,150

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
04-3542526
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2001
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B127)
Assets (IRS master file)
$86,738
Income (IRS master file)
$15,933

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$15,933$8,004$86,738XML
990-EZDecember 2024$11,813$6,228$78,809XML
990-EZDecember 2023$18,569$17,122$73,224XML
990-EZDecember 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 04-3542526).

Questions about THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC

What is the EIN of THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC?
The employer identification number (EIN) of THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC is 04-3542526.
Is THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC 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 FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC?
The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE FRIENDS OF THE UPTON TOWN LIBRARY TRUST INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $15,933, expenses of $8,004 and total assets of $86,738 at year end.

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