R Halsey & Lisha S Wise Family Foundation

PONTE VEDRA BEACH, FL EIN: 27-4291720

R Halsey & Lisha S Wise Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PONTE VEDRA BEACH, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.6M in total assets. In 2024, it made $205 in qualifying distributions. Net investment income was $180K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.6M

+15.8% YoY

Revenue

$417K

-30.0% YoY

Qualifying Distributions

$205

-100.0% YoY

Expenses

$38K

-92.0% YoY

Under IRS private-foundation payout rules, R Halsey & Lisha S Wise Family Foundation reported a distributable amount of $252K for 2024 — the minimum it must pay out in qualifying distributions.

About R Halsey & Lisha S Wise Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $1.5M (76%)

Virginia $450K (23%)

Georgia $5K (0%)

States

Florida Georgia Virginia

Cities

AlexandriaAthensCharlottesvilleJacksonville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,577,558	$4,814,658	$4,244,733
Revenue	$416,929	$595,734	$498,397
Expenses	$37,908	$476,382	$1,228,054
Qualifying Distributions	$205	$450,000	$1,200,000
Net Investment Income	$180,049	$142,811	$38,999
Distributable Amount	$251,853	$208,870	$233,753

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is R Halsey & Lisha S Wise Family Foundation?

R Halsey & Lisha S Wise Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PONTE VEDRA BEACH, FL. It holds $5.6M in total assets as of 2024.

How large is R Halsey & Lisha S Wise Family Foundation?

As of 2024, R Halsey & Lisha S Wise Family Foundation holds $5.6M in total assets with $417K in annual revenue.

Where does R Halsey & Lisha S Wise Family Foundation operate?

R Halsey & Lisha S Wise Family Foundation has awarded grants in Florida, Georgia, Virginia.

How much is R Halsey & Lisha S Wise Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, R Halsey & Lisha S Wise Family Foundation reported a distributable amount of $252K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is R Halsey & Lisha S Wise Family Foundation's EIN?

R Halsey & Lisha S Wise Family Foundation's EIN (Employer Identification Number) is 27-4291720. IRS Form 990 filing data is available on this page for 2019–2024.