2019-09-26T13:51:48-07:00 2018-12-31 562602228 PROFESSIONAL ADVISORY GROUP 13240 EVENING CREEK DR S STE 312 SAN DIEGO CA 921284105 990PF 2018-01-01 656374303 Wise Family Foundation WISE 2394306240 4309 Crayton Road Naples FL 34103 Murray R Wise Pres & Chairman 2019-09-26 true Emidio J DelConte P00645718 8589222821 2018 2019-02-21 02:37:17Z X 5590838 X 800000 82043 82043 82043 3110 3110 3110 43605 43605 43605 20411 -47414 11031 76069 1169 1169 957413 129927 129927 4048 4048 4048 3833 3833 3833 1620 1620 1620 2228 1443 2228 15903 14958 14958 53245 13449 1022 80877 39351 27709 0 162255 162255 243132 39351 27709 162255 714281 90576 102218 86098 21950 21950 507185 838916 838916 94947 46456 53710 20700 20700 22100 3523581 134708 975352 3388873 3744000 493161 297356 297356 303978 301722 201655 427497 411153 411151 2908918 5327126 5590838 1725000 1725000 X 2908918 3602126 2908918 3602126 2908918 5327126 2908918 714281 3623199 21073 3602126 200 ARC Resources-Schwab P 2008-01-03 2018-08-24 2258 4188 -1930 -1930 100 Encana Corp - Schwab P 2005-06-17 2018-08-24 1295 2089 -794 -794 89 Peabody Energy - Schwab P 2007-01-10 2018-08-24 3724 48813 -45089 -45089 10 Coal Creek Co - Wedbush P 2017-01-01 2018-04-17 3754 3355 399 399 -47414 false 148953 2706699 0.05503 134319 2364123 0.05682 123066 2087253 0.05896 87500 1824614 0.04796 71600 1489946 0.04806 0.266818 0.053364 4457417 237866 906 238772 162255 1812 1812 1812 800 3500 4300 2488 2488 false false false false false true true false false true IL true false false false false true N/A Murray Wise 2394306240 4309 Crayton Road Naples FL 34103 false false false false false false false false false false false false false false false false false true false false false false false false false false false 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 0.00 0 NONE NONE 127505 750973 3740939 4619417 0 4619417 162000 4457417 222871 222871 1812 1812 221059 221059 221059 162255 162255 162255 221059 19571 16231 14468 50270 162255 0 162255 50270 50270 8534 Murray R Wise X 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, etc. 67500 Robert Locke Scholarship No IA Comm 500 College Drive Mason City IA 50401 None Educ Inst Fund scholarships for students selected by University. 4000 Mayo Clinic Foundation 200 First St SW Rochester MN 55905 None Educ Inst Endowment Contribution 10000 Fellowship of Christian Athletes 8701 Leeds Road Kansas City MO 64129 None 501(C)(3) Contribution for their general ministry 2000 Stephens Family YMCA 2501 Fields South Drive Champaign IL 61822 None 501(C)(3) Building Fund 10000 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. 3000 Parkland College Foundation 2400 West Bradley Avenue Champaign IL 61821 None Educ inst To fund scholarships for college students 14755 University of Illinois Foundation 1305 West Green Street Urbana IL 61801 None Educ inst fund scholarships for college students 5000 Elizabeth Thies 21515 371st Ave Green Isle MN 55338 None I Scholarship 1000 Will Duggins 703 West high Street Farmer City IL 61842 None I Scholarship 1000 UIFFriends of Will 300 North Goodwin Avenue Urbana IL 61801 None NC General Giving 1000 Clarion Fndtn for Community Imp Inc PO Box 634 Clarion IA 50525 None PC For the volunteer Fire Department to buy protective gear. 1000 Univ of Nebraska Foundation 1010 Lincoln Mall Ste 300 Lincoln NE 68508 None NC To help fund Acklie Chair 10000 Habitant For Humanity-Collier Count 11145 Tamiami Trail E Naples FL 34113 None PC Charities general Mission 1000 Holmes Christmas Club C/O Pohlman 205 14th Ave SW Clarion IA 50525 None NC Assistance during holiday season to the needy 3000 Macy Evans 1954 Hi Dry Road Creston IA 50801 None I Ag Scholarship 1000 Brandon Hanson 201 Gray Ave Ames IA 50014 None I Ag Scholarship 1000 Madison Mitchell 608 Dove Drive Mahomet IL 61853 None I Ag Scholarship 1000 Colin Stark 16052 N 2500 E Road Pontiac IL 61764 None I Ag Scholarship 1000 Jessica Yaeger 14580 State Route 38 DeKalb IL 60115 None I Ag Scholarship 1000 Shriners Hospitals for Children 2900 Rocky Point Dr Tampa FL 33607 None NC General Fund 2000 Youth Stand Strong 420 Kellog Ave Ames IA 50010 None PC General fund for youth services 1000 The Gathering Place Church 120 West Court Street Ste 4 Washington C H OH 43160 None PC Parking Lot Project 20000 162255 82043 3110 531190 35019 16 20411 -47414 Laaco Net K-1 Income 1 2734 RJ Obrien Comodity invest 1 -1906 Stark Bank K-1 Net Income 1 341 35019 21580 37739 94338 false false false false false false false false false false X X 1 Murray R Wise 4309 Crayton Road Naples FL 34103 800000 X Accounting & Tax preparation 3833 3833 3833 0 Loan Fees 2008-09-06 2500 2338 10.0000 162 2500 Loan Fees - Met Life 2018-01-23 2813 20.0000 129 129 Cash needed to fund grants and contributions approximating 2018 cash distributions Humboldt 80 Tile 2008-03-01 40000 26225 SL 15.0000 2667 2667 2667 Humboldt 80 Fence 2008-03-01 4500 4425 SL 10.0000 75 75 75 Humboldt 80 Fence 2009-06-30 13169 11194 SL 10.0000 1317 1317 1317 Humboldt 80 Tile 2010-06-30 34521 17258 SL 15.0000 2301 2301 2301 Kossuth 80 Tile 2008-03-01 45000 29333 SL 15.0000 3000 3000 3000 Kossuth 80 Fence 2008-03-01 3500 3442 SL 10.0000 58 58 58 Kossuth 80 Tile 2012-12-13 50969 17273 SL 15.0000 3398 3398 3398 Douglas 16 Tile 2012-12-14 8500 2882 SL 15.0000 567 567 567 Douglas Fence 2012-12-14 800 580 SL 7.0000 114 114 114 Humboldt 80 Tile 2015-10-20 21919 3166 SL 15.0000 1461 1461 1461 Macon Tile 2018-11-19 170040 SL 15.0000 945 Bonds at Schwab 20700 22100 Stock at Schwab & Wedbush 46456 53710 Improvements 395945 134708 261237 Land 3127636 3127636 3744000 Florida Lots AT COST 132978 26400 LAACO Partnership Interest AT COST 17715 44000 RJ Obrien Commodity Account FMV 123957 122108 Stark Bank - S Corp Stock AT COST 27072 9147 Attorney 4048 4048 4048 0 1725000 First Citizens Bank 800000 Metropolitan Life Insurance Co 925000 CSV Life Insurance 427335 408467 408467 Net Intangible Assets 162 2684 2684 Rounding 2 Decrease in CSV of Life Insurance 18868 Excess book loss on Commodity trades 2205 Amortization 291 162 162 Bank Charges 100 100 Filing Fees 760 760 Insurance premiums 5213 5213 Rental Expenses 46881 8074 Laaco Net K-1 Income 2734 2734 2734 Rental Income - Noninvestment Property 74900 RJ Obrien Comodity invest -1906 -1906 -1906 Stark Bank K-1 Net Income 341 341 341 Title abstracts , etc 1620 1620 1620 0 Federal tax payments 785 785 Foreign taxes withheld on dividends 8 8 8 Investment Lots Property Taxes 1435 1435 1435