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Nonprofit · EIN 46-0635867

CONNECT WISE FOUNDATION INC

Tax-exempt · TAMPA, FL 33602

Financials

$8K$14K2023$113K$4K2024
Revenue Expenses · by fiscal year end
Financials of CONNECT WISE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$113,052$4,150$108,902$239,906$0$239,906
December 31, 2023990-PF$7,580$14,039-$6,459$131,004$0$131,004
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$107,022
Interest
$6,030

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,050
Excise tax on investment income
$55

Balance sheet and other

Total assets, start of year
$131,004
Total assets, end of year
$239,906
Total liabilities, end of year
$0
Net assets, end of year
$239,906
Fair market value of assets
$239,906
Qualifying distributions
$2,050
Net investment income
$6,030

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JASON MAGEE
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
PRESIDENT, DIRECTOR1$0
GEOFFREY WILLISON
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
TREASURER1$0
JOSHUA POE
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
CLO/DIRECTOR1$0
KATHY SMITH
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
DIRECTOR1$0
ARLIN SORENSEN
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
DIRECTOR1$0
BRADLEY SURMINSKY
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
CFO (THRU 6/1/2024)1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JASON MAGEE
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
PRESIDENT, DIRECTOR1$0
GEOFFREY WILLISON
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
TREASURER1$0
JOSHUA POE
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
CLO/DIRECTOR1$0
KATHY SMITH
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
DIRECTOR1$0
ARLIN SORENSEN
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
DIRECTOR1$0
BRADLEY SURMINSKY
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602
CFO1$0

Address and contacts

Address (IRS master file)
400 N TAMPA ST STE 130, TAMPA, FL 33602-4717
In care of
% BRAD SURMINSKY
Signed the 990-PF
JOSHUA POE, DIRECTOR
Phone
(866) 223-7394
Return prepared by
GRANT THORNTON ADVISORS LLC

What it must file and when

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

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

IRS record

EIN
46-0635867
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$239,906
Income (IRS master file)
$113,052

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$113,052$4,150$239,906XML
990-PFDecember 2023$7,580$14,039$131,004XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 46-0635867).

Questions about CONNECT WISE FOUNDATION INC

What is the EIN of CONNECT WISE FOUNDATION INC?
The employer identification number (EIN) of CONNECT WISE FOUNDATION INC is 46-0635867.
Is CONNECT WISE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to CONNECT WISE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CONNECT WISE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CONNECT WISE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONNECT WISE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CONNECT WISE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does CONNECT WISE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $113,052, expenses of $4,150 and total assets of $239,906 at year end.

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