Orville & Evalyn Isaac Charitable

MILWAUKEE, WI EIN: 81-6063853

Orville & Evalyn Isaac Charitable is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $524K in total assets. In 2024, it awarded 3 grants totaling $67K. Net investment income was $27K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$524K

-7.3% YoY

Annual Giving

$67K

+34.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

+34.8% YoY

Under IRS private-foundation payout rules, Orville & Evalyn Isaac Charitable reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Orville & Evalyn Isaac Charitable

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $217K (100%)

States

Montana

Cities

BillingsHyshamMiles City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$523,563	$564,737	$596,162
Revenue	$37,395	$32,731	$138,184
Expenses	$78,556	$64,162	$51,341
Qualifying Distributions	$69,160	$51,919	$40,135
Net Investment Income	$26,846	$23,341	$128,181
Distributable Amount	$30,529	$30,002	$31,026

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($33,328), First Presbyterian Church ($16,664), Community Presbyterian Church ($16,664).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH MILES CITY, MT	GENERAL OPERATING	$16,664
FIRST PRESBYTERIAN CHURCH BILLINGS, MT	GENERAL OPERATING	$33,328
COMMUNITY PRESBYTERIAN CHURCH HYSHAM, MT	GENERAL OPERATING	$16,664

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	$10,045

Frequently Asked Questions

How large is Orville & Evalyn Isaac Charitable?

As of 2024, Orville & Evalyn Isaac Charitable holds $524K in total assets with $37K in annual revenue. It awarded 3 grants totaling $67K in 2024.

Where does Orville & Evalyn Isaac Charitable operate?

Orville & Evalyn Isaac Charitable has awarded grants in Montana.

What size grants does Orville & Evalyn Isaac Charitable award?

In 2024, Orville & Evalyn Isaac Charitable awarded 3 grants totaling $67K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Orville & Evalyn Isaac Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Orville & Evalyn Isaac Charitable reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.