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Upstate Preservation Trust

Tax-deductible

Greenville, SC501(c)(3)Arts & Culture EIN 85-2706026Revenue $11K in FY2025

On file with the IRS9 Valerie Dr, 29615-1294 · Greenville, SCTax-exempt since Jan 2022Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Upstate Preservation Trust is to preserve and protect the historic fabric of the Upstate of South Carolina. The organization was developed out of an urgent need to help protect the large quantity of buildings that are being demolished due to intense development pressure in our region of South Carolina. As an organization we have identified education community engagement and stewardship as three key areas that we believe are important to accomplishing our mission of preserving the historic spaces of the Upstate.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 10 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average surplus $118K a year · 16% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Liabilities
$200K
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11K
-99% vs prior year
Spent
$24K
To programs
91%
Net assets
$236K
By yearFY2023–FY2025
Revenue
$11K
FY2025▼ -99%
Tap a bar for its year
Revenue by fiscal year
FY2023$100K
FY2024$1.5M
FY2025$11K
Expenses
$24K
FY2025▼ -98%
Tap a bar for its year
Expenses by fiscal year
FY2023Not on file
FY2024$1.2M
FY2025$24K
Net assets
$236K
FY2025▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2023$93K
FY2024$250K
FY2025$236K

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $22K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Lindsey Strand
Director at Large
$0Pt VII · Sec A
See Upstate Preservation Trust executive salaries →

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Programs and updates

Preserves and protects historic buildings in Upstate South Carolina through education and community engagement.

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Provided by the organization

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2 programs · $1.2M · in their own filed words · FY2024
01

UPT acquired grant funding from the Greenville County Historic and Natural Resources Trust and the South Carolina Conservation Bank n the amount of 1,205,000 for the purchase of Oakland Plantation 52.06 acres in Simpsonville SC. Ownership of the land and buildings was then immediately same day transferred to the County of Greenville.

$1.2Mprogram expense
02

Payment to Preservation South for Existing Conditions Report on Oakland Plantation

$2Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$11K
Ln 12
Other incomeLn 4–11$11K
Money outPt IX
$24K
Ln 25
Programscol B$22K
Owns and owesPt X
$236K
net assets · Ln 32
Total assetsLn 16$436K
LiabilitiesLn 26$200K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
2In more detail
Revenue in detailPt VIII
Other incomeLn 4–11$11K
Total revenueLn 12$11K
Assets in detailPt X, end of year
Total assetsLn 16$436K
LiabilitiesLn 26$200K
Net assetsLn 32$236K
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $11K$24K−$13K$236K 990 PDF
FY2024 $1.5M$1.2M$250K$250K 990 PDF
FY2023 $100K$93K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons A · Public support O · Explanations

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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