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Nonprofit · EIN 85-1227279

WHARTON-SMITH FOUNDATION INC

Tax-exempt · SANFORD, FL 32771

Financials

$237K$156K2022$516K$68K2023$2.9M$1.8M2024$4.3M$2.7M2025
Revenue Expenses · by fiscal year end
Financials of WHARTON-SMITH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,336,387$2,666,808$1,669,579$7,226,289$0$7,226,289
December 31, 2024990-PF$2,925,248$1,768,175$1,157,073$4,506,064$0$4,506,064
December 31, 2023990-PF$515,889$68,435$447,454$2,410,819$0$2,410,819
December 31, 2022990-PF$236,571$155,507$81,064$2,096,431$0$2,096,431
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,104,239
Dividends
$166,735
Interest
$69,726
Net gain from sales of assets
-$4,313

Expenses

Grants and similar amounts paid
$2,626,766
Disbursements for charitable purposes
$2,626,766
Excise tax on investment income
$2,730

Balance sheet and other

Total assets, start of year
$4,506,064
Total assets, end of year
$7,226,289
Total liabilities, end of year
$0
Net assets, end of year
$7,226,289
Fair market value of assets
$7,341,759
Qualifying distributions
$2,626,766
Net investment income
$236,461

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.

NameTitleHours / weekCompensation
Tim Smith
750 Monroe Road, Sanford, FL 32771
President1$0
Ron Davoli
750 Monroe Road, Sanford, FL 32771
Secretary1$0
Stephanie Pompeo
750 Monroe Road, Sanford, FL 32771
Treasurer2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Tim Smith
750 Monroe Road, Sanford, FL 32771
President1$0
Ron Davoli
750 Monroe Road, Sanford, FL 32771
Secretary1$0
Stephanie Pompeo
750 Monroe Road, Sanford, FL 32771
Treasurer2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Tim Smith
750 Monroe Road, Sanford, FL 32771
President1$0
Ron Davoli
750 Monroe Road, Sanford, FL 32771
Secretary1$0
Stephanie Pompeo
750 Monroe Road, Sanford, FL 32771
Treasurer2$0
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
Tim Smith
750 Monroe Road, Sanford, FL 32771
President1$0
Ron Davoli
750 Monroe Road, Sanford, FL 32771
Secretary1$0
Stephanie Pompeo
750 Monroe Road, Sanford, FL 32771
Treasurer2$0

Address and contacts

Address (IRS master file)
750 MONROE RD, SANFORD, FL 32771-8877
In care of
% STEPHANIE POMPEO
Signed the 990-PF
STEPHANIE POMPEO CFO, CFO
Phone
(407) 321-8410
Return prepared by
Erin Perdue CPA 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
85-1227279
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,226,289
Income (IRS master file)
$4,343,227

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,336,387$2,666,808$7,226,289IRS
990-PFDecember 2024$2,925,248$1,768,175$4,506,064XML
990-PFDecember 2023$515,889$68,435$2,410,819XML
990-PFDecember 2022$236,571$155,507$2,096,431XML
990-PFDecember 2021–––IRS
990-PFDecember 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 85-1227279).

Questions about WHARTON-SMITH FOUNDATION INC

What is the EIN of WHARTON-SMITH FOUNDATION INC?
The employer identification number (EIN) of WHARTON-SMITH FOUNDATION INC is 85-1227279.
Is WHARTON-SMITH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to WHARTON-SMITH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHARTON-SMITH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WHARTON-SMITH 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 WHARTON-SMITH 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 WHARTON-SMITH FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WHARTON-SMITH FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,336,387, expenses of $2,666,808 and total assets of $7,226,289 at year end.

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