Nonprofit · EIN 35-2447609
LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC
Tax-exempt (reinstated) · MARIETTA, GA 30060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $477,793 | $346,590 | $131,203 | $5,050,371 | $0 | $5,050,371 |
| December 31, 2024 | 990-PF | $313,099 | $300,702 | $12,397 | $4,919,168 | $0 | $4,919,168 |
| December 31, 2023 | 990-PF | $96,791 | $239,908 | -$143,117 | $4,906,771 | $0 | $4,906,771 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,587
- Interest
- $78,868
- Net gain from sales of assets
- $372,338
Expenses
- Grants and similar amounts paid
- $210,000
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $235,000
- Excise tax on investment income
- $5,846
Balance sheet and other
- Total assets, start of year
- $4,919,168
- Total assets, end of year
- $5,050,371
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,050,371
- Fair market value of assets
- $5,807,857
- Qualifying distributions
- $235,000
- Net investment income
- $513,036
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANSELL L SMITH 94 CHURCH ST, MARIETTA, GA 30060 | Chairman | 2 | $12,000 |
| WHITAKER W SMITH 84 CHURCH ST, MARIETTA, GA 30060 | Secretary | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANSELL L SMITH 94 CHURCH ST, MARIETTA, GA 30060 | Chairman | 2 | $0 |
| WHITAKER W SMITH 84 CHURCH ST, MARIETTA, GA 30060 | Secretary | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANSELL L SMITH 94 CHURCH ST, MARIETTA, GA 30060 | Chairman | 2 | $0 |
| WHITAKER W SMITH 84 CHURCH ST, MARIETTA, GA 30060 | Secretary | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 94 CHURCH ST NE, MARIETTA, GA 30060-1908
- In care of
- % HANSELL SMITH
- Signed the 990-PF
- WHITAKER W SMITH, Secretary
- Phone
- (770) 429-8200
- Return prepared by
- SUTE CPAs LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2447609
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $5,050,371
- Income (IRS master file)
- $3,109,923
Revocation and reinstatement
- Exemption revoked
- May 15, 2015
- Posted by the IRS
- August 10, 2015
- Reinstated
- Effective September 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $477,793 | $346,590 | $5,050,371 | IRS |
| 990-PF | December 2024 | $313,099 | $300,702 | $4,919,168 | IRS |
| 990-PF | December 2023 | $96,791 | $239,908 | $4,906,771 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 35-2447609).
Questions about LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC
- What is the EIN of LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC is 35-2447609.
- Is LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2015 and reinstated it effective September 15, 2015.
- Are donations to LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCIA AND MARK WILTON CHARITABLE FOUNDATION 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 LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $12,000 (HANSELL L SMITH, Chairman).
- How much revenue does LUCIA AND MARK WILTON CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $477,793, expenses of $346,590 and total assets of $5,050,371 at year end.
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