R Halsey & Lisha S Wise Family Foundation
R Halsey & Lisha S Wise Family Foundation is a private foundation, based in Ponte Vedra Beach, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.7M in total assets. In 2025, it made $206 in qualifying distributions. Net investment income was $378K.
R Halsey & Lisha S Wise Family Foundation at a glance
- Total assets
- $6,684,048
- +19.8% vs 2024
- Revenue (2025)
- $824,467
- +97.7% vs 2024
- Qualifying distributions (2025)
- $206
- +0.5% vs 2024
- Expenses (2025)
- $50,974
- +34.5% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who R Halsey & Lisha S Wise Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How R Halsey & Lisha S Wise Family Foundation gives
- Giving grew 221% from 2020 to 2023. Method
- In 2025 it paid out 0% 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 2019 to 2023, annual grant giving ranged from $130K (2021) to $1.2M (2022). In 2023 it made 2 grants totaling $450K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jefferson Scholars Foundation Charlottesville, VA | Operational Support | $400,000 |
| University North Florida Foundation Jacksonville, FL | Operational Support | $50,000 |
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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 | $6,684,048 | $824,467 | $50,974 | — | — | $206 | $378,159 | $287,723 |
| 2024 | $5,577,558 | $416,929 | $37,908 | — | — | $205 | $180,049 | $251,853 |
| 2023 | $4,814,658 | $595,734 | $476,382 | $450,000 | 2 | $450,000 | $142,811 | $208,870 |
| 2022 | $4,244,733 | $498,397 | $1,228,054 | $1,200,000 | 2 | $1,200,000 | $38,999 | $233,753 |
| 2021 | $6,044,363 | $261,439 | $162,141 | $129,522 | 2 | $129,522 | $231,620 | $265,269 |
| 2020 | $6,130,283 | $408,478 | $157,811 | $140,000 | 5 | — | $390,667 | $240,744 |
| 2019 | $5,122,147 | $81,180 | $167,275 | $150,000 | 2 | — | $63,905 | $238,150 |
Under IRS private-foundation payout rules, R Halsey & Lisha S Wise Family Foundation reported a distributable amount of $288K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
R Halsey & Lisha S Wise Family Foundation is led by R Halsey Wise, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
R Halsey Wise
President
On filings since 2019
5 hrs/week
No compensation reported
Lisha S Wise
Secretary & Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about R Halsey & Lisha S Wise Family Foundation
How large is R Halsey & Lisha S Wise Family Foundation?
R Halsey & Lisha S Wise Family Foundation reported $6.7M in total assets on its 2025 IRS Form 990-PF. It paid out $206 in qualifying distributions that year, against a required minimum of $288K (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 R Halsey & Lisha S Wise Family Foundation operate?
R Halsey & Lisha S Wise Family Foundation has awarded grants in Florida, Georgia, Virginia.
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in R Halsey & Lisha S Wise Family Foundation's focus areas in our free grants database
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