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EIN 32-6309021

The Portland Trust Ii

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Milwaukee
State
Wisconsin
Year formed
2014
Most recent tax filings
2023-06-01
NTEE code, primary
T20: Private Foundations
Description
Portland Trust Ii is a private foundation located in Milwaukee, WI. Its trustee is N.A. Us Bank, and it gave $520,000 in grants last year.
Total revenues
$300,369
2023
Total expenses
$293,581
2023
Total assets
$4,718,136
2023
Num. employees
n/a

Grants made by The Portland Trust Ii

GranteeGrant descriptionAmount
The Columbus AcademyGeneral Operations$85,000
Community Foundation of Jackson HoleGeneral Operating$70,000
National Museum of Wildlife Art of the United StatesGeneral Operating$20,000
...and 7 more grants made

Who funds The Portland Trust Ii

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Klarman Family FoundationArab Israeli Employment and Education: To Support the Northern Economic Development Project and the Monitoring of Arab Israeli Programmatic Advancement$350,000
Jacobson Family Foundation TrustGlobal$103,487
The Ellis Goodman Family FoundationReligious$25,000

Personnel at The Portland Trust Ii

NameTitle
U S Bank N A ByTrustee

Financials for The Portland Trust Ii

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Investment income and dividends$138,673
Net rental income$0
Net gain from sale of non-inventory assets$161,362
Gross sales of inventory$0
Miscellaneous revenues$334
Total revenues$300,369

Form 990s for The Portland Trust Ii

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-07990PFView PDF
2022-062023-05-11990PFView PDF
2021-062022-05-13990PFView PDF
2020-062021-05-10990PFView PDF
2019-062019-12-17990PFView PDF
...and 6 more Form 990s
Data update history
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2023
December 31, 2023
Used new vendors
Identified 1 new vendor, including
December 25, 2023
Received grants
Identified 1 new grant, including a grant for $350,000 from Klarman Family Foundation
August 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(612) 303-3266
IRS details
EIN
32-6309021
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
2014
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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