Private foundation (trust)EIN 326309021Est. 2014-07
THE PORTLAND TRUST II
MILWAUKEE, WI 532010634
Total Assets
$6.4M
FY 2023
Annual Giving
$268K
FY 2023
Grants Made
14
FY 2023
Avg Grant
$19K
FY 2023
Grant Range
$3K–$75K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$272K
Total Expenses
$309K
Qualifying Distributions
$279K
Distributable Amount
$298K
Min. Investment Return
$302K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
14 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
52 grants
Grant Size Distribution
52 grants
Geographic Focus
4 states
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