Nonprofit · EIN 04-6617090
LUCIA P FULTON FOUNDATION
Also known as WHEATLAND RICHARD TTEE
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $286,512 | $225,868 | $60,644 | $4,123,903 | $0 | $4,123,903 |
| December 31, 2024 | 990-PF | $142,947 | $146,852 | -$3,905 | $4,065,091 | $0 | $4,065,091 |
| December 31, 2023 | 990-PF | -$147,619 | $92,184 | -$239,803 | $4,049,601 | $0 | $4,049,601 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $108,756
- Interest
- $223
- Net gain from sales of assets
- $177,265
Expenses
- Grants and similar amounts paid
- $197,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $221,756
- Excise tax on investment income
- $3,922
Balance sheet and other
- Total assets, start of year
- $4,065,091
- Total assets, end of year
- $4,123,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,123,903
- Fair market value of assets
- $4,818,546
- Qualifying distributions
- $221,756
- Net investment income
- $286,244
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 |
|---|---|---|---|
| GEORGE H RICHARDS II C/O ACADIA MGMT 45 SCHOOL STREET, STE 403, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
| RICHARD L WELLMAN C/O ACADIA MGMT 45 SCHOOL STREET, STE 403, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE H RICHARDS II C/O ACADIA MGMT 45 SCHOOL STREET, STE 403, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
| RICHARD L WELLMAN C/O ACADIA MGMT 45 SCHOOL STREET, STE 403, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE H RICHARDS II C/O ACADIA MGMT 45 SCHOOL STREET, STE 403, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
| RICHARD L WELLMAN C/O ACADIA MGMT 45 SCHOOL STREET, STE 403, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- ACADIA MGMT CO 45 SCHOOL ST 402, BOSTON, MA 02108-0000
- In care of
- % ACADIA MANAGEMENT
- Signed the 990-PF
- RICHARD L WELLMAN, TRUSTEE
- Phone
- (617) 426-5755
- Return prepared by
- ACADIA MANAGEMENT CO
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
- 04-6617090
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,123,903
- Income (IRS master file)
- $1,661,806
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $286,512 | $225,868 | $4,123,903 | IRS |
| 990-PF | December 2024 | $142,947 | $146,852 | $4,065,091 | IRS |
| 990-PF | December 2023 | -$147,619 | $92,184 | $4,049,601 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | 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 04-6617090).
Questions about LUCIA P FULTON FOUNDATION
- What is the EIN of LUCIA P FULTON FOUNDATION?
- The employer identification number (EIN) of LUCIA P FULTON FOUNDATION is 04-6617090.
- Is LUCIA P FULTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to LUCIA P FULTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCIA P FULTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCIA P FULTON FOUNDATION 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 P FULTON FOUNDATION 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 P FULTON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LUCIA P FULTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $286,512, expenses of $225,868 and total assets of $4,123,903 at year end.
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