Massachusetts · Nonprofit
WISE COUNSEL RESEARCH INC
WISE COUNSEL RESEARCH INC (Massachusetts) receives grants from 4 organizations whose IRS filings report $42,575 to it, the largest being THE MORTON FOUNDATION INC ($20,000). 1 of them have funded it in more than one year.
- Revenue FY2024
- $2k
- Funders on record
- 4
- Grants received
- $43k
- Net assets
- $22k
What Wise Counsel Research Inc does
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.
As stated on its FY2024 Form 990-EZ.
Program
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.
$0 spent
The program described on its FY2024 Form 990-EZ. Program spending in total: $0.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $133k to $63k (−52%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of WISE COUNSEL RESEARCH INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (99% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.
Leadership and staff
Chief executive
Susan Massenzio
CEO
As listed on its FY2024 Form 990-EZ.
Who funds it, year by year
2018 → 2023: the base held at 1 funder, grant income fell $3k → $23.
2 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 47% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of WISE COUNSEL RESEARCH INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
WISE COUNSEL RESEARCH INC leans on a few funders — its largest provides 47% of grant income and the top three 100%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
47% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund WISE COUNSEL RESEARCH INC.
Largest funder’s share by year: 2018 100% · 2020 100% · 2021 100% · 2022 100% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
WISE COUNSEL RESEARCH INC draws 100% of its grant income from funders outside Massachusetts, across 2 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $20k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
WISE COUNSEL RESEARCH INC's revenue fell 97% between 2017 and 2024.
this organization peer median middle 50% of peers· 164 social science nonprofits under $100k, FY2024
Organizations like WISE COUNSEL RESEARCH INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Public support
52%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for WISE COUNSEL RESEARCH INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds WISE COUNSEL RESEARCH INC?
- WISE COUNSEL RESEARCH INC (Massachusetts) receives grants from 4 organizations whose IRS filings report $42,575 to it, the largest being THE MORTON FOUNDATION INC ($20,000). 1 of them have funded it in more than one year.
- How many funders does WISE COUNSEL RESEARCH INC have?
- IRS filings report 4 organizations giving $42,575 in grants to WISE COUNSEL RESEARCH INC, 1 of which have funded it in more than one year.
- Who is the largest funder of WISE COUNSEL RESEARCH INC?
- THE MORTON FOUNDATION INC is the largest funder on record, with $20,000 in grants. The full list of funders is on this page.
- How can an organization like WISE COUNSEL RESEARCH INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Wise Counsel Research →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing