Nonprofit · EIN 26-3731176
WISE COUNSEL RESEARCH INC
Tax-exempt · MILTON, MA 02186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $1,847 | $0 | $1,847 | $22,187 | $0 | $22,187 |
| December 31, 2023 | 990-EZ | $366 | $2,320 | -$1,954 | $20,340 | $0 | $20,340 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Other revenue
- $1,847
Expenses
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $20,340
- Total assets, end of year
- $22,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,187
- Cash, savings and investments
- $22,187
- Gross receipts
- $1,847
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E HUGHES | DIRECTOR | 0 | $0 |
| KEITH WHITAKER | DIRECTOR | 0 | $0 |
| SUSAN MASSENZIO | DIRECTOR | 0 | $0 |
| KEITH WHITAKER | TREASURER | 0 | $0 |
| KEITH WHITAKER | CLERK | 0 | $0 |
| KEITH WHITAKER | PRESIDENT | 20 | $0 |
| SUSAN MASSENZIO | CEO | 20 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E HUGHES | DIRECTOR | 0 | $0 |
| KEITH WHITAKER | DIRECTOR | 0 | $0 |
| SUSAN MASSENZIO | DIRECTOR | 0 | $0 |
| KEITH WHITAKER | TREASURER | 0 | $0 |
| KEITH WHITAKER | CLERK | 0 | $0 |
| KEITH WHITAKER | PRESIDENT | 20 | $0 |
| SUSAN MASSENZIO | CEO | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 76 CANTON AVE, MILTON, MA 02186-3507
- In care of
- % KEITH WHITAKER
- Mailing address (990-N for 2025)
- 76 Canton Ave, Milton MA 02186
- Principal officer (990-N for 2025)
- Keith Whitaker, 76 Canton Ave, Milton MA 02186
- Signed the 990-EZ
- KEITH WHITAKER, PRESIDENT
- Phone
- (614) 462-9297
- Website
- WISECOUNSELRESEARCH.ORG
- Return prepared by
- FRAZER RYAN GOLDBERG & ARNOLD LLP
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 26-3731176
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Social science (V25)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Keith Whitaker | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | $1,847 | $0 | $22,187 | XML |
| 990-EZ | December 2023 | $366 | $2,320 | $20,340 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: KEITH WHITAKER | December 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 26-3731176).
Questions about WISE COUNSEL RESEARCH INC
- What is the EIN of WISE COUNSEL RESEARCH INC?
- The employer identification number (EIN) of WISE COUNSEL RESEARCH INC is 26-3731176.
- Is WISE COUNSEL RESEARCH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WISE COUNSEL RESEARCH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WISE COUNSEL RESEARCH INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WISE COUNSEL RESEARCH INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISE COUNSEL RESEARCH INC last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of WISE COUNSEL RESEARCH INC?
- The 990-N for 2025 names Keith Whitaker.
- Who are the officers and directors of WISE COUNSEL RESEARCH INC?
- The 990-EZ for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does WISE COUNSEL RESEARCH INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $1,847, expenses of $0 and total assets of $22,187 at year end.
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