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  4. Michael E Portzen and Sara A Portzen Family Foundation
EIN 45-4523314

Michael E Portzen and Sara A Portzen Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Peosta
State
Iowa
Year formed
2013
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Michael E Portzen and Sara A Portzen Family Foundation provides funding for excellence, church needs, and campus upgrades. Its purpose is to use investment income for future charitable contributions. Grantees include Steeple Square and others. The foundation made three grants last year. It is a private foundation located in Peosta, IA.
Total revenues
$1,149,344
2023
Total expenses
$579,761
2023
Total assets
$3,188,028
2023
Num. employees
0
2023

Program areas at Michael E Portzen and Sara A Portzen Family Foundation

Investment income is used for future charitable contributions
Investment income is used for future charitable contributions
Investment income is used for future charitable contributions

Grants made by Michael E Portzen and Sara A Portzen Family Foundation

GranteeGrant descriptionAmount
Steeple Square LLCCampus Upgrades$20,000
National Mississippi River Museum & Aquarium and National Rivers Hall of FamePreserve the Wonder$15,000
St Raphael Cathedral Church Dubuque IaChurch Needs$2,500
...and 2 more grants made

Personnel at Michael E Portzen and Sara A Portzen Family Foundation

NameTitleCompensation
Michael E PortzenPresident$0

Financials for Michael E Portzen and Sara A Portzen Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$1,000,000
Investment income and dividends$77,410
Net rental income$0
Net gain from sale of non-inventory assets$71,918
Gross sales of inventory$0
Miscellaneous revenues$16
Total revenues$1,149,344

Form 990s for Michael E Portzen and Sara A Portzen Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990PFView PDF
2022-122023-05-09990PFView PDF
2021-122022-04-25990PFView PDF
2020-122021-06-17990PFView PDF
2019-122021-04-27990PFView PDF
...and 6 more Form 990s

Organizations like Michael E Portzen and Sara A Portzen Family Foundation

OrganizationLocationRevenue
ITA Group FoundationWest Des Moines, IA$731,088
Tonkinson FoundationMiami, FL$579,255
The Mulhollem Cravens FoundationCarlisle, KY$440,796
Maranatha Community Development CorporationTrotwood, OH$701,698
Signal Peak Community FoundationHelena, MT$550,069
The Kjellstrom Family FoundationRockford, IL$417,335
David and Laura Merage FoundationEnglewood, CO$5,232,415
MCP FoundationSpringfield, OH$360,395
Regions FoundationBirmingham, AL$1,228,320
Lsu Research FoundationBaton Rouge, LA$2,424,743
Data update history
July 8, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 26, 2021
Updated personnel
Identified 2 new personnel
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Community improvement
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
16748 Thunder Hills Dr
Peosta, IA 52068
Metro area
Dubuque, IA
County
Dubuque County, IA
Phone
(563) 557-8424
IRS details
EIN
45-4523314
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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