Isom Family Charitable Trust
Isom Family Charitable Trust is a private foundation, based in Whitefish Bay, WI. IRS filing data is available from 2021 through 2024. In 2024, it awarded 1 grant totaling $6K.
Isom Family Charitable Trust at a glance
In short: Isom Family Charitable Trust gave $6K across 1 grant in 2024 (avg $6K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $6,085
- Grants made (2024)
- 1
- Average grant
- $6,085
- Median grant
- $6,085
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Isom Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Lordes Academy ($6K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 1 grant of 3 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Isom Family Charitable Trust gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $6K (2024) to $485K (2022). In 2024 it made 1 grant totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lordes Academy Oshkosh, WI | Isom Family Endowment | $6,085 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $202 | $7,584 | $6,085 | 1 | $7,335 | — | $187 |
| 2023 | $7,382 | $421 | $5,260 | — | — | $2,630 | — | $466 |
| 2022 | $12,221 | $6,883 | $494,662 | $485,000 | 2 | $489,831 | $2,052 | $23,454 |
| 2021 | $500,000 | $500,000 | — | — | — | — | — | $270 |
Under IRS private-foundation payout rules, Isom Family Charitable Trust reported a distributable amount of $187 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Isom Family Charitable Trust is led by Mary I. Nolte, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Mary I. Nolte
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Isom Family Charitable Trust
How much does Isom Family Charitable Trust give each year?
Isom Family Charitable Trust gave $6K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
Where does Isom Family Charitable Trust operate?
Isom Family Charitable Trust has awarded grants in Wisconsin.
How much is Isom Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Isom Family Charitable Trust reported a distributable amount of $187 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Isom Family Charitable Trust's EIN?
Isom Family Charitable Trust's EIN (Employer Identification Number) is 87-6887868. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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Browse active grant opportunities in Isom Family Charitable Trust's focus areas in our free grants database
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