Nonprofit · EIN 46-6418625
JOHN AND MARGARET WISE CHARITABLE FOUNDATION
Also known as KURT E KLEBE TTEE
Tax-exempt · PORTLAND, ME 04101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $116,269 | $77,376 | $38,893 | $904,419 | $0 | $904,419 |
| December 31, 2024 | 990-PF | $123,875 | $72,785 | $51,090 | $864,522 | $0 | $864,522 |
| December 31, 2023 | 990-PF | $52,930 | $71,718 | -$18,788 | $814,889 | $0 | $814,889 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,944
- Interest
- $7,850
- Net gain from sales of assets
- $91,475
Expenses
- Grants and similar amounts paid
- $63,000
- Compensation of officers, directors and key employees
- $4,901
- Disbursements for charitable purposes
- $65,450
- Excise tax on investment income
- $1,486
Balance sheet and other
- Total assets, start of year
- $864,522
- Total assets, end of year
- $904,419
- Total liabilities, end of year
- $0
- Net assets, end of year
- $904,419
- Fair market value of assets
- $1,266,247
- Qualifying distributions
- $65,450
- Net investment income
- $116,269
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT E KLEBE ONE PORTLAND SQ, PORTLAND, ME 04112 | TRUSTEE | 10 | $4,901 |
| MARGARET HINKLEY WISE 15 PIPER RD RM C217, SCARBOROUGH, ME 04074 | TRUSTEE | 1 | $0 |
| KATERINE PHARIBE WISE PO BOX 239, ORLEAN, VA 20128 | TRUSTEE | 1 | $0 |
| MARGARET DOUGLAS WISE PO BOX 233, ORLEAN, VA 20128 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT E KLEBE ONE PORTLAND SQ, PORTLAND, ME 04112 | TRUSTEE | 10 | $4,896 |
| MARGARET HINKLEY WISE 15 PIPER RD RM C217, SCARBOROUGH, ME 04074 | TRUSTEE | 1 | $0 |
| KATERINE PHARIBE WISE PO BOX 239, ORLEAN, VA 20128 | TRUSTEE | 1 | $0 |
| MARGARET DOUGLAS WISE PO BOX 233, ORLEAN, VA 20128 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT E KLEBE ONE PORTLAND SQ, PORTLAND, ME 04112 | TRUSTEE | 10 | $4,385 |
| MARGARET HINKLEY WISE 15 PIPER RD RM C217, SCARBOROUGH, ME 04074 | TRUSTEE | 1 | $0 |
| KATERINE PHARIBE WISE PO BOX 239, ORLEAN, VA 20128 | TRUSTEE | 1 | $0 |
| MARGARET DOUGLAS WISE PO BOX 233, ORLEAN, VA 20128 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- ONE PORTLAND SQ, PORTLAND, ME 04101-4057
- In care of
- % VERRILL DANA LLP
- Signed the 990-PF
- KURT E KLEBE, TRUSTEE
- Phone
- (207) 774-7400
- Return prepared by
- FIDUCIARY TRUST COMPANY
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-6418625
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $904,419
- Income (IRS master file)
- $307,941
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $116,269 | $77,376 | $904,419 | IRS |
| 990-PF | December 2024 | $123,875 | $72,785 | $864,522 | IRS |
| 990-PF | December 2023 | $52,930 | $71,718 | $814,889 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 46-6418625).
Questions about JOHN AND MARGARET WISE CHARITABLE FOUNDATION
- What is the EIN of JOHN AND MARGARET WISE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOHN AND MARGARET WISE CHARITABLE FOUNDATION is 46-6418625.
- Is JOHN AND MARGARET WISE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to JOHN AND MARGARET WISE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JOHN AND MARGARET WISE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND MARGARET WISE CHARITABLE FOUNDATION 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 JOHN AND MARGARET WISE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN AND MARGARET WISE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $4,901 (KURT E KLEBE, TRUSTEE).
- How much revenue does JOHN AND MARGARET WISE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $116,269, expenses of $77,376 and total assets of $904,419 at year end.
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All nonprofits in PORTLAND · Maine · Philanthropy, voluntarism and grantmaking foundations