Isom Family Charitable Trust

Private foundation · Grantmaker Whitefish Bay, WI EIN: 87-6887868

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

Lordes Academy: $6KLordes Academy$6K

The largest 2024 recipient was Lordes Academy ($6K).

Grant Size Distribution

3 grants across all recorded years

1<$50K$50–100K1$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 3 (33%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

OshkoshNeenah

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

$0$200K$400K$600K0 grants2021 2 grants2022 0 grants2023 1 grant2024

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

RecipientPurposeAmount
Lordes Academy Oshkosh, WIIsom Family Endowment$6,085
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024—$202$7,584$6,0851$7,335—$187
2023$7,382$421$5,260——$2,630—$466
2022$12,221$6,883$494,662$485,0002$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

  1. IRS filings on file for fiscal years 2021–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Isom Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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