WISE FAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WISE FAM FOUNDATION (EIN 65-6374303)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-08-07
- IRS object ID
- 202312199349100206
- Schema version
- 2021v4.1
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-07T07:37:42-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562602228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL ADVISORY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13240 EVENING CREEK DR S STE 312 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656374303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wise Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISE | BusinessNameControlTxt |
| Phone | 2394306240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4309 Crayton Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray R Wise | PersonNm |
| Person Title | Pres & Chairman | PersonTitleTxt |
| Signature | 2023-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Murray R | PersonFirstNm |
| Person Last | Wise | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jerry C Dressel | PreparerPersonNm |
| PTIN | P00962640 | PTIN |
| Phone | 8585131385 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,379,572 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,379 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,379 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,379 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,602 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,602 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $45,306 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $45,306 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $45,306 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $25,434 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $107,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,582 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $117,274 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,010 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $23,010 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $778,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,879 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $76,297 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,703 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,851 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,852 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $763 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $324 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $24,163 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $12,827 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $12,827 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $66,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,539 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $131 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $95,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,134 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,134 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $505,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,163 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,835 | CashBOYAmt |
| Cash EOY | $172,557 | CashEOYAmt |
| Cash EOYFMV | $172,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $772,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $500,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $500,885 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds EOY | $148,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $134,936 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,373,922 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $203,712 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $3,338,649 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,170,210 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,773,692 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $76,245 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $52,016 | MortgageLoansEOYAmt |
| Other Investments BOY | $133,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $132,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,717 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $475,756 | OtherAssetsBOYAmt |
| Other Assets EOY | $757,786 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $757,785 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,825,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,934,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,379,572 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $1,010,398 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $595,688 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,010,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $595,688 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,815,426 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,339,160 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,815,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,339,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,825,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,934,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,815,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $505,150 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,584 | OtherIncreasesAmt |
| Subtotal | $4,339,160 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,339,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Farmland and Inprovements | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-14 | AcquiredDt |
| Sold | 2021-10-17 | SoldDt |
| Gross Sales Price | $254,080 | GrossSalesPriceAmt |
| Depreciation | $5,383 | DepreciationAmt |
| Cost Or Other Basis | $151,881 | CostOrOtherBasisAmt |
| Gain Or Loss | $107,582 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $107,582 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,582 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,181 | SubtotalAmt |
| Tax Based On Investment Income | $2,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $985 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Murray Wise | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2394306240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4309 Crayton Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Murray R Wise | ||||||
| 4309 Crayton Road | Naples | FL | 34103 | Pres & Chairman | 1.00 | $0 |
| Valerie G Wise | ||||||
| 4309 Crayton Road | naples | FL | 34103 | VP & Director | 0.00 | $0 |
| Melissa Steed | ||||||
| 5009 SW 2nd Ave | Ocala | FL | 34471 | Director | 0.00 | $0 |
| John B Kirkpatrick | ||||||
| PO Box 537 | Clarion | IA | 50525 | Director | 0.00 | $0 |
| Jason Wise | ||||||
| 915 NE Patchin Lane | Ankeny | IA | 50021 | Director | 0.00 | $0 |
| Alex Anderson | ||||||
| 368 Hawser Lane | Naples | FL | 34102 | Director | 0.00 | $0 |
| William Carlson | ||||||
| 702 Cherry Tree Lane | South Bend | IN | 46617 | Director | 0.00 | $0 |
| Julie Barre | ||||||
| 3 Margory Court | Novato | CA | 94947 | Director | 0.00 | $0 |
| Jamie Knight | ||||||
| 490 Nottingham Dr | Naples | FL | 34109 | Sec/Treasurer | 2.00 | $0 |
| Jeff Wright | ||||||
| 305 NE Third Street | Deeland | IL | 61839 | Director | 0.00 | $0 |
| Kevin Hart | ||||||
| 16726 Pine Ridge Pass | Leo | IN | 46765 | Director | 0.00 | $0 |
| Jason Klingaman | ||||||
| 828 Lydia Drive | Warsaw | IN | 46582 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $2,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,181 | TotalTaxAmt |
| Distributable Before Adj | $2,181 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,181 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,255 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $177,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $40,874 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $210,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,255 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $177,255 | RemainingDistriFromCorpusAmt |
| Total Corpus | $387,884 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $387,884 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $40,874 | ExcessFromYear2Amt |
| Excess From Year1 | $169,755 | ExcessFromYear1Amt |
| Excess From Current Year | $177,255 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Murray R Wise | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Iowa State University | |||||||
| PO Box 2230 | Ames | IA | 50010 | None | Educ Inst | To fund scholarships for students selected by University,campus renovations, football team support, Building Fund, etc. | $64,500 |
| Mayo Clinic Foundation | |||||||
| 200 First St SW | Rochester | MN | 55905 | None | Educ Inst | Endowment Contribution | $40,000 |
| Crisis Nursery | |||||||
| 1309 West Hill Street | Urbana | IL | 61801 | None | PC | Support their mission of providing an Island of Safety for local children and families in need. | $1,000 |
| Parkland College Foundation | |||||||
| 2400 West Bradley Avenue | Champaign | IL | 61821 | None | Educ inst | To fund scholarships for college students | $14,755 |
| University of Illinois Foundation | |||||||
| 1305 West Green Street | Urbana | IL | 61801 | None | Educ inst | fund scholarships for college students | -$5,000 |
| UIFFriends of Will | |||||||
| 300 North Goodwin Avenue | Urbana | IL | 61801 | None | NC | General Giving | $1,000 |
| Amber Dobson Oberheim | |||||||
| 403 S Chaucer Blvd | Monttiveloo | IL | 61856 | None | I | Support fro crime victims | $10,000 |
| Don Moyer Boys and Girls Club | |||||||
| 600 N Neil St Unit 770 | Champaign | IL | 61824 | None | PC | Event sponsorship | $1,000 |
| Ancient and Accepted Free Masons | |||||||
| 2866 Via Verde Street | Springfield | IL | 62713 | None | PC | Support of destituter members and widows and children | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,255 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,379 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,602 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Unrelated Business Taxbl Incm | $27,813 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $25,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,582 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RJ Obrien Comodity invest | 1 | |
| Wise FF LLC | 14 | $23,010 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $115,563 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,820 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Murray R Wise | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4309 Crayton Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and Tax Prep | CategoryTxt |
| Amt | $3,703 | Amt |
| Net Investment Income | $1,851 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,852 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | Loan Fees - Met Life | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2018-01-23 | AcquiredCompletedOrExpendedDt |
| Amortized | $2,813 | AmortizedAmt |
| Deduction For Prior Years | $411 | DeductionForPriorYearsAmt |
| Amortization Period | 20.0000 | AmortizationPeriodRt |
| Current Year Amortization | $141 | CurrentYearAmortizationAmt |
| Total Amortization | $552 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Humboldt 80 Tile | 2008-03-01 | $40,000 | $34,226 | SL | 15.0000 | $2,667 | $2,667 | $2,667 |
| Humboldt 80 Tile | 2010-06-30 | $34,521 | $24,161 | SL | 15.0000 | $2,301 | $2,301 | $2,301 |
| Kossuth 80 Tile | 2008-03-01 | $45,000 | $38,333 | SL | 15.0000 | $3,000 | $3,000 | $3,000 |
| Kossuth 80 Tile | 2012-12-13 | $50,969 | $27,467 | SL | 15.0000 | $3,398 | $3,398 | $3,398 |
| Humboldt 80 Tile | 2015-10-20 | $21,919 | $7,549 | SL | 15.0000 | $1,461 | $1,461 | $1,461 |
| Macon Tile | 2018-11-19 | $170,040 | $23,617 | SL | 15.0000 | $11,336 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bonds at Schwab | BondNm |
| EOY Book Value | $148,416 | EOYBookValueAmt |
| EOYFMV | $134,936 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $386,645 | $203,712 | $182,933 | $386,645 |
| Land | $2,987,277 | $2,987,277 | $3,387,047 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $595,688 | MortgageAmt |
Note Payable NotePayableGrp (2 entries)
| First Citizens Bank |
| Metropolitan Life Insurance Co |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CSV Life Insurance | $473,311 | $755,525 | $755,525 |
| Net Intangible Assets | $2,445 | $2,260 | $2,260 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Amortization | $141 | ||
| Bank Charges | $55 | $55 | |
| Filing Fees | $76 | $76 | |
| Insurance premiums | $4,494 | $4,494 | |
| Rental Expenses | $62,019 | $7,045 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Rental Income - Noninvestment Property | $94,264 | ||
| Wise FF LLC | $23,010 | $23,010 | $23,010 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions | Desc |
| Amt | $18,584 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal tax payments | $1,533 | $1,533 | |
| Illinois State Taxes | $1,972 | -$1,972 | |
| Investment Lots Property Taxes | $1,526 | $763 | $763 |