Private foundation (trust)EIN 454523314Est. 2013-10
MICHAEL E PORTZEN AND SARA A PORTZEN
PEOSTA, IA 52068
Total Assets
$3.2M
FY 2023
Annual Giving
$560K
FY 2023
Grants Made
13
FY 2023
Avg Grant
$43K
FY 2023
Grant Range
$1K–$500K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$1.1M
Total Expenses
$580K
Qualifying Distributions
$560K
Distributable Amount
$125K
Min. Investment Return
$127K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
13 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
33 grants
Grant Size Distribution
33 grants
Geographic Focus
1 states
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