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. 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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.