Wise Family Foundation

Foundation · Grantmaker Naples, FL EIN: 65-6374303

Wise Family Foundation is a private foundation focused on Education, based in Naples, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.6M in total assets. In 2025, it awarded 15 grants totaling $344K. Net investment income was $72K.

Key facts about Wise Family Foundation

In short: Wise Family Foundation gave $344K across 15 grants in 2025 (avg $23K), top state Iowa. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
65-6374303
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$343,798
Grants made (2025)
15
Average grant
$22,920
Median grant
$5,000
New grantees (estimate)
7% first-time grantees (1 of 15, 2025)
Total assets
$4,574,234
Primary geography
Iowa (46% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.6M

+6.2% YoY

Annual Giving

$344K

+9.2% YoY

Grant Count

15

-16.7% YoY

Avg Grant Size

$23K

+31.0% YoY

Is Wise Family Foundation open to new grantees?

7%

first-time grantees, 2025

In 2025, 1 of 15 grantees (7%) were first-time recipients. First grants averaged $10K; repeat grants $24K. How we count

Medians: $10K first-time, $5K repeat.

  • 87% of 2025 grantees were also funded in 2024. Method
  • Giving grew 28% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of all 15 itemized 2025 grant dollars.

Cities

NaplesChampaignAmesTampaUrbanaBooneMason CityRochesterClarionMemphisKansas CityAuburnCedar RapidsCrestonDeKalbEagle GroveGendaleLincolnMahometMonttiveloo

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K12 grants20194 grants20208 grants202123 grants202218 grants202318 grants202415 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Iowa State University: $145KIowa State University$145KOxford Adoption Foundation: $100KOxford Adoption Foundation$100KMayo Clinic Foundation: $45KMayo Clinic Foundation$45KParkland College Foundation: $15KParkland College Foundation$15KDaniel Penny: $10KDaniel Penny$10KSteve Jones: $6KSteve Jones$6KShriners Hospitals for Children: $5KShriners Hospitals forChildren$5KSt Jude Childrens Hospital: $5KSt Jude Childrens Hospital$5KHeartland Museum Foundation: $5KHeartland Museum Foundation$5KSamatritans Purse: $2KSamatritans Purse$2K

Grant Size Distribution

82 grants across all recorded years

74<$50K4$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Iowa State University Ames, IATo fund scholarships for students selected by University,campus renovations, football team support, Building Fund, etc.$144,839
Oxford Adoption Foundation Naples, FLTo fund for music program$100,000
Mayo Clinic Foundation Rochester, MNEndowment Contribution$45,000
Parkland College Foundation Champaign, ILTo fund scholarships for college students$14,755
Daniel Penny Gendale, NYSupporting healthcare$10,000
Steve Jones Boone, IAGeneral Giving$6,204
Shriners Hospitals for Children Tampa, FLGeneral Fund$5,000
St Jude Childrens Hospital Memphis, TNGeneral Fund$5,000
Heartland Museum Foundation Clarion, IAGeneral Giving$5,000
Samatritans Purse Boone, NCGeneral Fund$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2019202020212022202320242025
Metric202520242023
Total Assets$4,574,234$4,305,511$4,453,357
Revenue$251,812$255,730$322,236
Expenses$417,502$377,112$304,577
Qualifying Distributions$343,798$314,883$213,655
Net Investment Income$72,444$89,632$97,261
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS September 1, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2024)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2024)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  8. Added Form 990-PF for fiscal year 2019 (received by the IRS September 1, 2020)
  9. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2021)
  10. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2024)
  11. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2024)
  12. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)

Leadership & Key People

Officers and directors from IRS filings

Wise Family Foundation is led by Murray R Wise, President & Chairman on every filing since 2019; none of the 12 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Murray R Wise

    President & Chairman

    On filings since 2019

    1 hr/week

    No compensation reported

  • Alex Anderson

    Director

    On filings since 2019

    No compensation reported

  • Jason Klingaman

    Director

    On filings since 2019

    No compensation reported

  • Jason Wise

    Director

    On filings since 2019

    No compensation reported

  • Jeff Wright

    Director

    On filings since 2019

    No compensation reported

  • John B Kirkpatrick

    Director

    On filings since 2019

    No compensation reported

  • Julie Barre

    Director

    On filings since 2019

    No compensation reported

  • Kevin Hart

    Director

    On filings since 2019

    No compensation reported

  • Melissa Steed

    Director

    On filings since 2019

    No compensation reported

  • Valerie G Wise

    Vice President & Director

    On filings since 2019

    No compensation reported

  • William Carlson

    Director

    On filings since 2019

    No compensation reported

  • Jamie Knight

    Secretary & Treasurer

    On filings since 2019

    2 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 Wise Family Foundation

How much does Wise Family Foundation give each year?

Wise Family Foundation gave $344K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $315K across 18 grants.

What is Wise Family Foundation's typical grant size?

Wise Family Foundation's median grant in 2025 was $5,000, and its average grant was $22,920, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Wise Family Foundation that year got $10K on average.

Where does Wise Family Foundation give grants?

Wise Family Foundation's top state is Iowa, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (32%) and Minnesota (13%). The most frequent recipient cities were Naples, FL (4 grants), Ames, IA (2 grants) and Tampa, FL (2 grants).

Does Wise Family Foundation give general operating support?

Yes: 60% of Wise Family Foundation's 2025 grants with a stated purpose (9 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Wise Family Foundation's largest grantees?

Wise Family Foundation's largest 2025 grantees include Iowa State University ($144,839), Oxford Adoption Foundation ($100,000) and Mayo Clinic Foundation ($45,000), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.

How large is Wise Family Foundation?

Wise Family Foundation reported $4.6M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $252K.

What is Wise Family Foundation?

Wise Family Foundation is a private foundation focused on Education, based in Naples, FL. It holds $4.6M in total assets as of 2025.

What is Wise Family Foundation's EIN?

Wise Family Foundation's EIN (Employer Identification Number) is 65-6374303. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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