Isabel Montgomery Tr Uw

Milwaukee, WI
Tax-exempt since Jan. 2006
EIN: 42-6504685

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$11.2k (2024)

Expenses

$19.8k (2024)

Total Assets

$290k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$11,175

Expenses

$19,772

Net Income

-$8,597

Net Assets

$289,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,814	87.8%
Sales of Assets	$1,356	12.1%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,924	75.5%
Compensation of Officers*	$5,195	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$289,681
Total Liabilities	$0
Net Assets	$289,681

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$5,195	$0

990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$2,834

Expenses

$19,950

Net Income

-$17,116

Net Assets

$298,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,219	> 100%
Sales of Assets	-$7,249
Other Income	$864	30.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,460	77.5%
Compensation of Officers*	$4,769	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$298,279
Total Liabilities	$0
Net Assets	$298,279

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,769	$0

990-PF

Filed on May 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$3,308

Expenses

$23,287

Net Income

-$26,595

Net Assets

$315,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,496
Sales of Assets	-$10,807
Other Income	$3

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,977	72.9%
Compensation of Officers*	$4,984	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$315,399
Total Liabilities	$0
Net Assets	$315,399

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,984	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$73,573

Expenses

$22,078

Net Income

$51,495

Net Assets

$341,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,932	10.8%
Sales of Assets	$65,641	89.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,812	76.1%
Compensation of Officers*	$5,600	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,995
Total Liabilities	$0
Net Assets	$341,995

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$5,600	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$15,099

Expenses

$20,824

Net Income

-$5,725

Net Assets

$290,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,085	53.5%
Sales of Assets	$6,858	45.4%
Other Income	$156	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,467	79.1%
Compensation of Officers*	$4,752	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$290,503
Total Liabilities	$1
Net Assets	$290,502

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,752	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$9,215

Expenses

$20,674

Net Income

-$11,459

Net Assets

$296,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,517	92.4%
Sales of Assets	$698	7.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,416	79.4%
Compensation of Officers*	$4,380	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$296,233
Total Liabilities	$1
Net Assets	$296,232

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,380	$0

990-PF

Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$18,509

Expenses

$21,824

Net Income

-$3,315

Net Assets

$307,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,811	42.2%
Sales of Assets	$10,698	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,590	76.0%
Compensation of Officers*	$5,281	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$307,892
Total Liabilities	$0
Net Assets	$307,892

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$5,281	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$17,725

Expenses

$21,105

Net Income

-$3,380

Net Assets

$311,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,596	42.9%
Sales of Assets	$10,121	57.1%
Other Income	$8	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,292	77.2%
Compensation of Officers*	$5,230	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$311,228
Total Liabilities	$0
Net Assets	$311,228

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$5,230	$0

990-PF

Filed on April 21, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$9,581

Expenses

$21,837

Net Income

-$12,256

Net Assets

$314,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,044	73.5%
Sales of Assets	$2,223	23.2%
Other Income	$314	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,184	78.7%
Compensation of Officers*	$5,092	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,749
Total Liabilities	$0
Net Assets	$314,749

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$5,092	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$7,010

Expenses

$22,977

Net Income

-$15,967

Net Assets

$336,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,129	> 100%
Sales of Assets	-$1,119
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,953	78.1%
Compensation of Officers*	$5,444	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,095
Total Liabilities	$0
Net Assets	$336,095

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$5,444	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$24,091

Expenses

$24,192

Net Income

-$101

Net Assets

$342,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,384	47.3%
Sales of Assets	$12,707	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,582	72.7%
Compensation of Officers*	$5,768	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$342,693
Total Liabilities	$0
Net Assets	$342,693

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$5,768	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$42,433

Expenses

$22,783

Net Income

$19,650

Net Assets

$342,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,817	30.2%
Sales of Assets	$29,616	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,666	77.5%
Compensation of Officers*	$5,454	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$342,802
Total Liabilities	$0
Net Assets	$342,802

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,454	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$13,029

Expenses

$22,454

Net Income

-$9,425

Net Assets

$323,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,615	66.1%
Sales of Assets	$4,302	33.0%
Other Income	$112	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,816	79.3%
Compensation of Officers*	$4,912	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$323,152
Total Liabilities	$1
Net Assets	$323,151

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,758

Expenses

$21,546

Net Income

$4,212

Net Assets

$332,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,706	33.8%
Sales of Assets	$17,052	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,252	80.1%
Compensation of Officers*	$4,627	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$332,579
Total Liabilities	$1
Net Assets	$332,578

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated January 26, 2026

Isabel Montgomery Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11.2k (2024)

Expenses $19.8k (2024)

Total Assets $290k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$11.2k (2024)

Expenses

$19.8k (2024)

Total Assets

$290k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006