Nonprofit · EIN 27-4291720
R HALSEY & LISHA S WISE FAMILY FOUNDATION INC
Tax-exempt · PONTE VEDRA, FL 32082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $824,467 | $50,974 | $773,493 | $6,684,048 | $0 | $6,684,048 |
| December 31, 2024 | 990-PF | $416,929 | $37,908 | $379,021 | $5,577,558 | $0 | $5,577,558 |
| December 31, 2023 | 990-PF | $595,734 | $476,382 | $119,352 | $4,814,658 | $0 | $4,814,658 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $400,540
- Dividends
- $82,194
- Interest
- $60,500
- Net gain from sales of assets
- $281,233
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $206
- Excise tax on investment income
- $5,256
Balance sheet and other
- Total assets, start of year
- $5,577,558
- Total assets, end of year
- $6,684,048
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,684,048
- Fair market value of assets
- $6,684,048
- Qualifying distributions
- $206
- Net investment income
- $423,927
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 |
|---|---|---|---|
| R Halsey Wise 135 Ponte Vedra Boulevard, Ponte Vedra Beach, FL 32082 | President | 5 | $0 |
| Lisha S Wise 135 Ponte Vedra Boulevard, Ponte Vedra Beach, FL 32082 | SEC/TREASURER | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R Halsey Wise 135 Ponte Vedra Boulevard, Ponte Vedra Beach, FL 32082 | President | 5 | $0 |
| Lisha S Wise 135 Ponte Vedra Boulevard, Ponte Vedra Beach, FL 32082 | SEC/TREASURER | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R Halsey Wise 135 Ponte Vedra Boulevard, Ponte Vedra Beach, FL 32082 | President | 5 | $0 |
| Lisha S Wise 135 Ponte Vedra Boulevard, Ponte Vedra Beach, FL 32082 | SEC/TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 135 PONTE VEDRA BLVD, PONTE VEDRA, FL 32082-1313
- In care of
- % R HALSEY WISE
- Signed the 990-PF
- R Halsey Wise, President
- Phone
- (256) 527-1478
- Return prepared by
- Forvis Mazars LLP
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
- 27-4291720
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,684,048
- Income (IRS master file)
- $1,783,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $824,467 | $50,974 | $6,684,048 | XML |
| 990-PF | December 2024 | $416,929 | $37,908 | $5,577,558 | XML |
| 990-PF | December 2023 | $595,734 | $476,382 | $4,814,658 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 27-4291720).
Questions about R HALSEY & LISHA S WISE FAMILY FOUNDATION INC
- What is the EIN of R HALSEY & LISHA S WISE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of R HALSEY & LISHA S WISE FAMILY FOUNDATION INC is 27-4291720.
- Is R HALSEY & LISHA S WISE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to R HALSEY & LISHA S WISE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R HALSEY & LISHA S WISE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R HALSEY & LISHA S WISE FAMILY 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 R HALSEY & LISHA S WISE FAMILY 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 R HALSEY & LISHA S WISE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does R HALSEY & LISHA S WISE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $824,467, expenses of $50,974 and total assets of $6,684,048 at year end.
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