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Wise Fam Foundation is a private trust based in NAPLES, FL. The foundation received its IRS ruling in 2001. The principal officer is Cox & Nici. It holds total assets of $4.6M. Annual income is reported at $325K. Total assets have grown from $1.8M in 2011 to $4.5M in 2023. The foundation is governed by 12 officers and trustees. According to available records, Wise Fam Foundation has made 114 grants totaling $1.6M, with a median grant of $2K. Annual giving has decreased from $532K in 2021 to $214K in 2023. Grantmaking activity was highest in 2022 with $808K distributed across 69 grants. Individual grants have ranged from N/A to $100K, with an average award of $14K. The foundation has supported 27 unique organizations. The foundation primarily supports organizations in Iowa, Illinois, Minnesota, which account for 65% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Wise Fam Foundation is a small, closely-held family foundation run by Murray R. Wise (President & Chairman) and Valerie G. Wise (VP & Director), with a rotating slate of unpaid family and associate directors (Jeff Wright, Alex Anderson, Julie Barre, Kevin Hart, Melissa Steed, John B. Kirkpatrick, Jason Wise, William Carlson, Jamie Knight, Jason Klingaman). Every officer and director draws $0 compensation — this is a personal giving vehicle, not a staffed institution, and its own database record marks it `preselected_only: true` with application instructions literally recorded as `__no_filing__`. There is no grants portal, no opportunities URL, and no published application form. The foundation's own website (wisefam.org) confirms this: it carries no mission statement, no programs page, and no application guidance — just a tagline and a contact form. First-time applicants should treat this as an invitation-only funder, not an open-call one. Of the roughly 28 distinct organizations in its historical grant record (114 total grants), most recur 3-7 times, meaning new relationships are rare and the foundation strongly favors sustaining organizations it already knows. Geographically, the pattern tracks the Wise family's business and personal ties: Illinois recipients account for 47 of 114 recorded grants (41%, concentrated around Champaign — home to Parkland College Foundation, University of Illinois Foundation, and Friends of Will), Florida for 27 (24%, Naples/Collier County community groups near the foundation's headquarters), and Iowa for 20 (18%, anchored by Iowa State University and YSS, a Iowa youth-services nonprofit). Organizations without an existing tie to Iowa State, the University of Illinois/Parkland College network, or the Naples/Collier County nonprofit community have essentially no documented path into this funder's giving. The realistic route in is a warm introduction — through a current director, an already-funded grantee's development office, or a shared institutional connection (e.g., Iowa State or University of Illinois alumni relations) — rather than a cold letter of inquiry.
Total giving has ranged from $114,882 (FY2011) to $389,181 (FY2019) over the ten years of financial history on file, settling most recently at $304,577 (FY2023, per the foundation's own filings) and $343,798 in the most recently reported year (FY2025, per Instrumentl). Assets have held steady near $4.5-5.0M throughout (currently $4,574,234), with net investment income funding most of the giving — contributions received from the Wise family have run $100,000-$500,000/year, well above what the foundation typically pays out, so the corpus is being actively built even as grants flow out. Across the 114 individually recorded grants (totaling $1,553,455), the average grant is $13,627, but the distribution is heavily skewed: the smallest gift on record is $270 (Naples United Church of Christ, an ALS program donation) and the largest single relationships run into six figures — Iowa State University alone has received $509,500 across 7 grants (avg. ~$72,800/grant), Mayo Clinic Foundation $300,000 across 7 grants, and YSS (an Iowa youth-services nonprofit) $301,000 across 4 grants. The most recently disclosed individual grants (FY2025) span $5,000 (St. Jude Children's Research Hospital) to $100,000 (Oxford Charity and Adoption Foundation, music program), with Parkland College Foundation scholarships at $14,755. By program area, education institutions and scholarships account for roughly 40% of historical dollars ($615,785 — Iowa State, Parkland College, Robert Locke Scholarship, University of Illinois-linked funds), health/medical roughly 22% ($344,000 — Mayo Clinic, Shriners, St. Jude, Moffitt Cancer Center), human services roughly 22% ($339,000 — YSS, United Way, Crisis Nursery, Boys & Girls Club, Salvation Army, Habitat for Humanity), and fraternal/religious giving roughly 10% ($153,270 — Ancient and Accepted Free Masons, several churches). First-time or smaller relationships typically land in the $3,000-$8,000 range (Fellowship of Christian Athletes, Don Moyer Boys and Girls Club, Crisis Nursery, Drug Free Collier), while six-figure commitments are reserved for a handful of anchor institutions with multi-year track records.
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| Wise Fam Foundation (FL) | $4.57M | ~$304K-$344K | Education / Human Services / Health | Invited/Preselected only |
| Louis Henry Gross Sponsorship Foundation (NY) | $4.58M | Not in database | Education | Not in database |
| Hank Willoughby Scholarship Foundation Inc. (DE) | $4.58M | Not in database | Education | Not in database |
| David Krimm Memorial Foundation Inc. (ID) | $4.56M | Not in database | Education | Not in database |
| Learning Bridge Foundation (OK) | $4.55M | Not in database | Education | Not in database |
| Pathfinders Of Palm Beach And Martin Counties Inc. (FL) | $4.61M | Not in database | Education | Not in database |
All five peers sit within about $60,000 of Wise Fam Foundation's asset base and share its NTEE Education classification, but none have public giving figures on file, which is itself telling: this is a cohort of small, single-family or closely-held foundations (asset range $4.55M-$4.61M) that operate with minimal public disclosure beyond required IRS filings. Wise Fam Foundation's documented $0 officer compensation, unpaid all-volunteer board, and closed application process are consistent with how foundations at this asset tier typically operate — lean, relationship-driven, and not built for public solicitation. Grant seekers should expect the same posture from the peer set unless a peer's own filings or website say otherwise.
Public reporting on Wise Fam Foundation is thin — no press releases, local news coverage, or philanthropy-trade mentions turned up in search, and the foundation's own website offers no news section. The most current signal comes from IRS 990 data aggregators: FY2025 total giving reached $343,798 across 15 grantees (Instrumentl), up from the FY2023 low of $304,577, while CauseIQ's FY2025 snapshot shows total expenses of $417,502 against revenue of $251,812 — a modest draw-down of the endowment consistent with a family foundation spending down investment gains plus some principal in a given year. Of the disclosed FY2025 grants, the standout is a $100,000 award to Oxford Charity and Adoption Foundation for a music program — notably larger than any prior first-time relationship in the historical record and outside the foundation's usual Iowa State/Mayo Clinic/YSS anchor pattern, which may indicate the board is testing a new area of interest. Leadership remains unchanged: Murray R. Wise continues as President & Chairman and Valerie G. Wise as VP & Director, per the foundation's most recent verification (2026-08-15). No new program announcements, staff hires, or public application process changes were found; the foundation appears to continue operating exactly as it has historically — a closed, board-directed giving vehicle with no public grants program to announce.
There is no formal application process to optimize for — the foundation's own record lists application instructions as `__no_filing__`, and its website has no grants or How to Apply page, only a bare contact form. Treat any cold submission through that form as a low-probability channel; there is no evidence the foundation reviews unsolicited inquiries. The highest-value move is identifying a real connection to one of the three networks that dominate its giving: (1) Iowa State University's development/alumni office, given the foundation's largest single relationship ($509,500 across 7 grants); (2) the Champaign, Illinois higher-ed corridor — University of Illinois Foundation, Parkland College Foundation, and Friends of Will — which together account for the largest share of grant count (Illinois is 41% of all recorded grants); or (3) the Naples/Collier County, Florida nonprofit community near the foundation's headquarters (North Naples Church, Habitat for Humanity-Collier, Drug Free Collier, Crisis Nursery). Organizations in Iowa, Tennessee, Minnesota, Missouri, or North Carolina have also received funding, but in much smaller numbers (4-7 grants each historically). A realistic first ask, absent an existing multi-year relationship, should be modest — $3,000-$8,000, matching the size of the foundation's newer/smaller commitments (Fellowship of Christian Athletes, Crisis Nursery, Don Moyer Boys and Girls Club) rather than its six-figure anchor grants, which are reserved for institutions with years of track record. The single largest common mistake would be approaching this as a typical open-call private foundation with an RFP cycle — it has none. There's no published deadline, funding cycle, or typical_grant_size field in its own record (all null), reinforcing that decisions are made informally by the board rather than on a published calendar. Because roughly three-quarters of its grantees are repeat recipients (average grant_count per organization is about 4), the most productive strategy for an unfamiliar organization is not a direct pitch but cultivating a warm introduction through a current director or an already-funded peer institution — and being patient, since the relationship-first pattern suggests funding decisions follow personal trust built over time, not competitive proposal review.
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No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Total giving has ranged from $114,882 (FY2011) to $389,181 (FY2019) over the ten years of financial history on file, settling most recently at $304,577 (FY2023, per the foundation's own filings) and $343,798 in the most recently reported year (FY2025, per Instrumentl). Assets have held steady near $4.5-5.0M throughout (currently $4,574,234), with net investment income funding most of the giving — contributions received from the Wise family have run $100,000-$500,000/year, well above what the fou.
Wise Fam Foundation has distributed a total of $1.6M across 114 grants. The median grant size is $2K, with an average of $14K. Individual grants have ranged from N/A to $100K.
Wise Fam Foundation is a small, closely-held family foundation run by Murray R. Wise (President & Chairman) and Valerie G. Wise (VP & Director), with a rotating slate of unpaid family and associate directors (Jeff Wright, Alex Anderson, Julie Barre, Kevin Hart, Melissa Steed, John B. Kirkpatrick, Jason Wise, William Carlson, Jamie Knight, Jason Klingaman). Every officer and director draws $0 compensation — this is a personal giving vehicle, not a staffed institution, and its own database record .
Wise Fam Foundation is headquartered in NAPLES, FL. While based in FL, the foundation distributes grants to organizations across 8 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| William Carlson | Director | $0 | $0 | N/A |
| Alex Anderson | Director | $0 | $0 | N/A |
| Julie Barre | Director | $0 | $0 | N/A |
| Valerie G Wise | VP & Director | $0 | $0 | N/A |
| Kevin Hart | Director | $0 | $0 | N/A |
| Murray R Wise | Pres & Chairman | $0 | $0 | N/A |
| Jeff Wright | Director | $0 | $0 | N/A |
| Melissa Steed | Director | $0 | $0 | N/A |
| Jason Klingaman | Director | $0 | $0 | N/A |
| Jason Wise | Director | $0 | $0 | N/A |
| Jamie Knight | Sec/Treasurer | $0 | $0 | N/A |
| John B Kirkpatrick | Director | $0 | $0 | N/A |
Total Giving
$305K
Total Assets
$4.5M
Fair Market Value
$4.2M
Net Worth
$4.3M
Grants Paid
$214K
Contributions
$200K
Net Investment Income
$97K
Distribution Amount
N/A
Total: $27K
Total Grants
114
Total Giving
$1.6M
Average Grant
$14K
Median Grant
$2K
Unique Recipients
27
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| United WayGeneral Fund | Naples, FL | $2K | 2023 |
| Iowa State UniversityTo fund scholarships for students selected by University,campus renovations, football team support, Building Fund, etc. | Ames, IA | $90K | 2023 |
| Mayo Clinic FoundationEndowment Contribution | Rochester, MN | $45K | 2023 |
| North Naples ChurchGeneral giving | Naples, FL | $20K | 2023 |
| Parkland College FoundationTo fund scholarships for college students | Champaign, IL | $15K | 2023 |
| Uss Iowa Commissioning CommitteeGeneral giving | Cedar Rapids, IA | $10K | 2023 |
| Heartland Museum FoundationGeneral Giving | Clarion, IA | $5K | 2023 |
| Amy Baileysupporting wife of officer killed in line of duty | Auburn, IN | $5K | 2023 |
| St Jude Childrens HospitalGeneral Fund | Memphis, TN | $5K | 2023 |
| Shriners Hospitals For ChildrenGeneral Fund | Tampa, FL | $5K | 2023 |
| Robert Locke Scholarship No Ia CommFund scholarships for students selected by University. | Mason City, IA | $3K | 2023 |
| Samatritans PurseGeneral Fund | Boone, NC | $2K | 2023 |
| Fellowship Of Christian AthletesContribution for their general ministry | Kansas City, MO | $2K | 2023 |
| Drug Free CollierGeneral Fund | Naples, FL | $1K | 2023 |
| Moffitt Cancer Center FoundationGeneral Fund | Tampa, FL | $1K | 2023 |
| Habitant For Humanity-Collier CountCharities general Mission | Naples, FL | $1K | 2023 |
| The Salvation ArmyGeneral Fund | Champaign, IL | $1K | 2023 |
| YssCapital Fund | Ames, IA | $1K | 2023 |
| Stephens Family YmcaBuilding Fund | Champaign, IL | $5K | 2022 |