2025-09-24T11:55:12-05:00 2024-12-31 860712299 FRAZER RYAN GOLDBERG & ARNOLD LLP 4562 N 1ST AVENUE - SUITE 100 TUCSON AZ 85718 990EZ 2024-01-01 263731176 WISE COUNSEL RESEARCH INC WISE 6144629297 76 CANTON AVENUE MILTON MA 02186 KEITH WHITAKER PRESIDENT 6144629297 2025-09-23 1 1 BRADLEY JON NYSTEDT P00085729 5208813900 2025-09-23 2024 2025-03-06 01:10:19Z X X WISECOUNSELRESEARCH.ORG X X 1847 X 1847 1847 0 1847 20340 0 22187 20340 22187 20340 22187 0 0 20340 22187 X THE PRIMARY PURPOSE OF WISE COUNSEL RESEARCH IS TO UNDERSTAND AND SHARE KNOWLEDGE ABOUT THE ROLE OF WISDOM IN CONTEMPORARY LIFE BY CONDUCTING ORIGINAL SCIENTIFIC RESEARCH, DISSEMINATING FINDINGS, HOSTING EDUCATIONAL EVENTS, AND ORGANIZING SPONSORED COMPETITION TO DISCOVER AND SHARE CONTEMPORARY EXAMPLES OF WISE COUNSEL. IN 2024, WISE COUNSEL RESEARCH (WCR) ADVANCED ITS RESEARCH ON THE IMPACT OF FINANCIAL WEALTH ON INDIVIDUALS, FAMILIES, AND COMMUNITIES. MEMBERS OF WCR PRESENTED ON SUCH MATTERS AS TRUSTS, TRUSTEESHIP, RELATIONSHIPS BETWEEN TRUSTEES AND BENEFICIARIES, INTRA-FAMILY GIVING, FAMILIES' FINANCIAL AND FAMILY MANAGEMENT NEEDS, THE DYNAMICS OF FAMILY WEALTH CONVERSATIONS, INDIVIDUALS' MONEY HISTORIES, EFFECTIVE FAMILY PHILANTHROPY, FAMILY WEALTH EDUCATION, FAMILY DECISION-MAKING, INTERNAL CONTROLS AT FAMILY OFFICES, AND ADVISORY FEES IN THE FINANCIAL SERVICES INDUSTRY. FORUMS INCLUDED THE INHERITANCE PODCAST, THE WEALTH OF WISDOM PODCAST, THE NATIONAL ASSOCIATION OF SCHOLARS, VARIOUS PRIVATE EVENTS, AND WCR'S YOUTUBE CHANNEL. WCR ALSO BEGAN PLANNING FOR A FOLLOW-UP VOLUME TO THE WIDELY USED BOOK, FAMILY TRUSTS. 0 0 0 JAMES E HUGHES DIRECTOR 0.00 0 0 0 KEITH WHITAKER DIRECTOR 0.00 0 0 0 SUSAN MASSENZIO DIRECTOR 0.00 0 0 0 KEITH WHITAKER TREASURER 0.00 0 0 0 KEITH WHITAKER CLERK 0.00 0 0 0 KEITH WHITAKER PRESIDENT 20.00 0 0 0 SUSAN MASSENZIO CEO 20.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MA KEITH WHITAKER 76 CANTON AVENUE MILTON MA 02186 6174629297 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 5 20000 20000 40005 5 20000 20000 40005 19200 20805 40005 5557 0.52010 0.52010 X FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: BOOK SALES. AMOUNT: 1847. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.