Orville & Evalyn Isaac Charitable

Private foundation · Grantmaker Eagan, MN EIN: 81-6063853

Orville & Evalyn Isaac Charitable is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $538K in total assets. In 2025, it awarded 3 grants totaling $16K. Net investment income was $34K.

Key facts about Orville & Evalyn Isaac Charitable

In short: Orville & Evalyn Isaac Charitable gave $16K across 3 grants in 2025 (avg $5K), mostly in Montana. Source: 2025 IRS Form 990-PF.

EIN
81-6063853
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$16,000
Grants made (2025)
3
Average grant
$5,333
Median grant
$4,000
Total assets
$538,319
Primary geography
Montana (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$538K

+2.8% YoY

Annual Giving

$16K

-76.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$5K

-76.0% YoY

Under IRS private-foundation payout rules, Orville & Evalyn Isaac Charitable reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

How Orville & Evalyn Isaac Charitable gives

  • Giving fell 57% from 2022 to 2025. Method
  • In 2025 it paid out 59% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

BillingsHyshamMiles City

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K3 grants2019 2 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $16K (2025) to $67K (2024). In 2025 it made 3 grants totaling $16K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

First Presbyterian Church: $12K across 2 grantsFirst Presbyterian Church$12K · 2 grantsCommunity Presbyterian Church: $4KCommunity Presbyterian Church$4K

The largest 2025 recipient was First Presbyterian Church ($12K across 2 grants). Together the top 2 received $16K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Presbyterian Church Billings, MTGeneral Operating$8,000
First Presbyterian Church Miles City, MTGeneral Operating$4,000
Community Presbyterian Church Hysham, MTGeneral Operating$4,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$538,319$523,563$564,737
Revenue$43,085$37,395$32,731
Expenses$28,190$78,556$64,162
Qualifying Distributions$18,489$69,160$51,919
Net Investment Income$33,536$26,846$23,341
Distributable Amount$31,117$30,529$30,002

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)

Leadership & Key People

Officers and directors from IRS filings

Orville & Evalyn Isaac Charitable's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $10K (2019) → $10K (2025)

Former officers (1)
  • Former: US Bank NA (2024) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $10KUS Bank N aTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to US Bank N a (Trustee).

Frequently asked questions about Orville & Evalyn Isaac Charitable

How much does Orville & Evalyn Isaac Charitable give each year?

Orville & Evalyn Isaac Charitable gave $16K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $67K across 3 grants.

What is Orville & Evalyn Isaac Charitable's typical grant size?

Orville & Evalyn Isaac Charitable's median grant in 2025 was $4,000, and its average grant was $5,333, across 3 grants on its 2025 IRS Form 990-PF.

Where does Orville & Evalyn Isaac Charitable give grants?

Orville & Evalyn Isaac Charitable gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Orville & Evalyn Isaac Charitable give general operating support?

Yes: 100% of Orville & Evalyn Isaac Charitable's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Orville & Evalyn Isaac Charitable?

Orville & Evalyn Isaac Charitable reported $538K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Orville & Evalyn Isaac Charitable's EIN?

Orville & Evalyn Isaac Charitable's EIN (Employer Identification Number) is 81-6063853. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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