Dossie Isaacson Residuary Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 2 grants totaling $73K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
-4.8% YoY
Annual Giving
$73K
-2.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$37K
-2.6% YoY
Under IRS private-foundation payout rules, Dossie Isaacson Residuary Tr reported a distributable amount of $81K for 2024 — the minimum it must pay out in qualifying distributions.
About Dossie Isaacson Residuary Tr
Based on IRS filings
Dossie Isaacson Residuary Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 2 grants totaling $73K. Net investment income was $37K.
Focus Areas
Ready to take the next step with Dossie Isaacson Residuary Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,592,350 | $1,673,417 | $1,728,687 |
| Revenue | $20,862 | $51,851 | $251,264 |
| Expenses | $101,940 | $107,122 | $122,525 |
| Qualifying Distributions | $77,785 | $79,654 | $95,825 |
| Net Investment Income | $36,979 | $33,790 | $227,767 |
| Distributable Amount | $81,385 | $77,698 | $79,538 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Creighton University ($36,689), University of Nebraska at Omaha ($36,689).
| Recipient | Purpose | Amount |
|---|---|---|
| CREIGHTON UNIVERSITY OMAHA, NE | GENERAL OPERATING | $36,689 |
| UNIVERSITY OF NEBRASKA AT OMAHA OMAHA, NE | GENERAL OPERATING | $36,689 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $26,319 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dossie Isaacson Residuary Tr?
Dossie Isaacson Residuary Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.6M in total assets as of 2024.
How large is Dossie Isaacson Residuary Tr?
As of 2024, Dossie Isaacson Residuary Tr holds $1.6M in total assets with $21K in annual revenue. It awarded 2 grants totaling $73K in 2024.
Where does Dossie Isaacson Residuary Tr operate?
Dossie Isaacson Residuary Tr has awarded grants in Nebraska.
What size grants does Dossie Isaacson Residuary Tr award?
In 2024, Dossie Isaacson Residuary Tr awarded 2 grants totaling $73K — an average of about $37K per grant, based on its IRS Form 990 filings.
How much is Dossie Isaacson Residuary Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dossie Isaacson Residuary Tr reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dossie Isaacson Residuary Tr's EIN?
Dossie Isaacson Residuary Tr's EIN (Employer Identification Number) is 47-6123087. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dossie Isaacson Residuary Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
James W and Frances M Ackerman
FORT DODGE, IA
Assets
—
Grants
7
Total Given
$33K
Dorothy Harrison Egan Foundation
NANTUCKET, MA
Assets
$6.1M
Grants
76
Total Given
$663K
The Victoria S and Bradley L Geist Foundation
HONOLULU, HI
Assets
$37.0M
Grants
1
Total Given
$2.6M
Peter V Westhaysen Medical Education Trust
EVANSVILLE, IN
Assets
$1.1M
Grants
2
Total Given
$73K
Building Healthy Futures
OMAHA, NE
Assets
$15.4M
Grants
19
Total Given
$2.5M
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Ernst & Young Foundation
NEW YORK, NY
Assets
$43.3M
Grants
631
Total Given
$16.8M
Visalia Masonic Foundation
VISALIA, CA
Assets
$397K
Grants
12
Total Given
$19K
Virginia G Piper Charitable Trust
PHOENIX, AZ
Assets
$429.9M
Grants
483
Total Given
$24.5M
Kpmg Us Foundation Inc
MONTVALE, NJ
Assets
$13.2M
Grants
369
Total Given
$25.3M
Huddle Learning Inc
BASEHOR, KS
Assets
$481K
Grants
42
Total Given
$31K
The Lozier Foundation
OMAHA, NE
Assets
$437.1M
Grants
450
Total Given
$49.2M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Dossie Isaacson Residuary Tr on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Dossie Isaacson Residuary Tr to a real strategy.