Private Foundation

MICHAEL E PORTZEN AND SARA A PORTZEN FAMILY FOUNDATION

MICHAEL E PORTZEN AND SARA A PORTZEN FAMILY FOUNDATION, of PEOSTA, IA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.7M in revenue, $573K in expenses, $5.3M in total assets. IRS filings disclose 38 grants awarded by this foundation, totaling roughly $2.8M.

EIN: 454523314 PEOSTA, IA Latest filing: 2024

Total Revenue$2.7M

Total Expenses$573K

Total Assets$5.3M

Grants Given38

Grant Total$2.8M

Filing Years2020–2024

Sample Grants Given

CHURCH OF RESURRECTION

DUBUQUE, IA · 2024

BUILDING A VISIBLE PRESENCE

$350,000

HOLY FAMILY CATHOLIC SCHOOLS

DUBUQUE, IA · 2024

SCHOOL FACILITIES

$150,000

STEEPLE SQUARE

DUBUQUE, IA · 2024

CAMPUS UPGRADES

$20,000

DUBUQUE COUNTY HISTORICAL SOCIETY

DUBUQUE, IA · 2024

PRESERVE THE WONDER

$15,000

NE IOWA COMMUNITY COLLEGE FOUNDATION

PEOSTA, IA · 2024

FUND FOR EXCELLENCE

$10,000

Showing up to 5 of 38 total records — full history available with membership.

Officers & Directors

PRESIDENT/DIRECTOR Michael E Portzen

VICE PRESIDENT/DIRECTOR Sara A Portzen

Officer compensation and complete director data available with membership.

Top Grant Purposes

BUILDING A VISIBLE PRESENCE

$2,350,000 4 grants

SCHOOL FACILITIES

$150,000 1 grant

CAMPUS UPGRADES

$100,000 5 grants

PRESERVE THE WONDER

$60,000 4 grants

CHURCH NEEDS

$50,750 19 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2.7M	$573K	$5.3M
2023	$1.1M	$580K	$3.2M
2022	$1.1M	$829K	$2.6M
2021	$1.2M	$834K	$2.4M
2020	$657K	$54K	$2.0M

Between 2020 and 2024, reported annual revenue grew from $657K to $2.7M (+313%), with total assets most recently reported at $5.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IA.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for MICHAEL E PORTZEN AND SARA A PORTZEN FAMILY FOUNDATION

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