James L Wise Charitable Trust
James L Wise Charitable Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.3M in total assets. In 2025, it made $11K in qualifying distributions. Net investment income was $235K.
James L Wise Charitable Trust at a glance
- Total assets
- $4,286,129
- +5.5% vs 2024
- Revenue (2025)
- $282,316
- +57.0% vs 2024
- Qualifying distributions (2025)
- $11,270
- -95.1% vs 2024
- Expenses (2025)
- $61,381
- -77.7% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James L Wise Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How James L Wise Charitable Trust gives
- In 2025 it paid out 5% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $197K (2023) to $218K (2024). In 2024 it made 5 grants totaling $218K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Kennesaw, GA | General Support/Research | $43,527 |
| American Heart Association Inc St Petersburg, FL | General Support | $43,527 |
| Pretty Lake Vacation Camp Mattawan, MI | General Support | $43,527 |
| Kalamazoo Nature Center Kalamazoo, MI | General Support | $43,527 |
| American Red Cross Washington, DC | General Support | $43,527 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,286,129 | $282,316 | $61,381 | — | — | $11,270 | $234,592 | $236,896 |
| 2024 | $4,064,215 | $179,802 | $274,691 | $217,635 | 5 | $228,486 | $134,097 | $226,416 |
| 2023 | $4,161,614 | $-93,533 | $247,702 | $196,760 | 5 | $206,608 | $62,416 | $203,106 |
| 2022 | $4,499,357 | $738,155 | $246,781 | $201,910 | 5 | $214,130 | $42,534 | $170,716 |
| 2021 | $4,012,973 | $4,015,954 | $539 | — | — | — | $15,415 | $7,954 |
Under IRS private-foundation payout rules, James L Wise Charitable Trust reported a distributable amount of $237K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James L Wise Charitable Trust's only listed officer is PNC Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
New on the 2025 filing
1 hr/week
$56K (2025)
Former officers (1)
- Former: PNC Bank NA (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $56K, to PNC Bank N a (Trustee).
Frequently asked questions about James L Wise Charitable Trust
How large is James L Wise Charitable Trust?
James L Wise Charitable Trust reported $4.3M in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $237K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does James L Wise Charitable Trust operate?
James L Wise Charitable Trust has awarded grants in District of Columbia, Florida, Georgia, Michigan.
What is James L Wise Charitable Trust's EIN?
James L Wise Charitable Trust's EIN (Employer Identification Number) is 87-6522116. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in James L Wise Charitable Trust's focus areas in our free grants database
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