Funder DirectoryTHE LAWRENCE J PORTELL AND NATALIE D
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Private foundation (trust)EIN 061508183Est. 1998-07

THE LAWRENCE J PORTELL AND NATALIE D

NEW MILFORD, CT 06776

Total Assets

$1.3M

FY 2023

Annual Giving

$64K

FY 2023

Grants Made

12

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$500–$30K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$83K

Total Expenses

$81K

Qualifying Distributions

$64K

Distributable Amount

$62K

Min. Investment Return

$63K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $500 through median $2K to maximum $30K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $82K in 2019. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

71 grants

UNIVERSITY OF CONNECTICUT FOUNDATION
$186K
10 grants
NEW MILFORD HOSPITAL FOUNDATION
$60K
5 grants
RIDGEFIELD VNA
$40K
5 grants
NEW MILFORD HIGH SCHOOL
$20K
4 grants
UNIVERSITY OF CONNECTICUT SCHOOL OF FINE ARTS
$10K
2 grants
NEW MILFORD COMMUNITY AMBULANCE
$8K
5 grants
ROXBURY AMBULANCE ASSOCIATION INC
$7K
3 grants
ROXBURY VOLUNTEER FIRE DEPARTMENT
$7K
3 grants

Grant Size Distribution

71 grants

<$10K
62
grants
$10–50K
9
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Connecticut
$376K
100% of total

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