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Nonprofit · EIN 04-6112180

HARRY & IDA WISE FAMILY FUND

Tax-exempt · CHARLESTOWN, MA 02129

Financials

$32K$8K2023$38K$21K2024
Revenue Expenses · by fiscal year end
Financials of HARRY & IDA WISE FAMILY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$37,979$20,912$17,067$415,753$0$415,753
July 31, 2024990-PF$32,246$7,530$24,716$398,686$0$398,686
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$17,040
Dividends
$20,939

Expenses

Grants and similar amounts paid
$19,430
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$20,066
Excise tax on investment income
$283

Balance sheet and other

Total assets, start of year
$398,686
Total assets, end of year
$415,753
Total liabilities, end of year
$0
Net assets, end of year
$415,753
Fair market value of assets
$344,462
Qualifying distributions
$20,066
Net investment income
$20,939

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JEROLD WISE
PO BOX 290060, CHARLESTOWN, MA 02129
TRUSTEE1$0
ANDREW WISE
PO BOX 290060, CHARLESTOWN, MA 02129
TRUSTEE1$0
990-PF for the year ended July 31, 2024: 2 people
NameTitleHours / weekCompensation
JEROLD WISE
PO BOX 290060, CHARLESTOWN, MA 02129
TRUSTEE1$0
ANDREW WISE
PO BOX 290060, CHARLESTOWN, MA 02129
TRUSTEE1$0

Address and contacts

Address (IRS master file)
511 MEDFORD ST, CHARLESTOWN, MA 02129-1419
Signed the 990-PF
ANDREW WISE, TRUSTEE
Phone
(617) 241-8100
Return prepared by
LIVINGSTON & HAYNES PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
04-6112180
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1951
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$415,753
Income (IRS master file)
$37,979

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$37,979$20,912$415,753XML
990-PFJuly 2024$32,246$7,530$398,686XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6112180).

Questions about HARRY & IDA WISE FAMILY FUND

What is the EIN of HARRY & IDA WISE FAMILY FUND?
The employer identification number (EIN) of HARRY & IDA WISE FAMILY FUND is 04-6112180.
Is HARRY & IDA WISE FAMILY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to HARRY & IDA WISE FAMILY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARRY & IDA WISE FAMILY FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HARRY & IDA WISE FAMILY FUND due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HARRY & IDA WISE FAMILY FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of HARRY & IDA WISE FAMILY FUND?
The 990-PF for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does HARRY & IDA WISE FAMILY FUND have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $37,979, expenses of $20,912 and total assets of $415,753 at year end.

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