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 2025 filing shows $2.4M in revenue, $299K in expenses, $7.4M in total assets. IRS filings disclose 42 grants awarded by this foundation, totaling roughly $3.0M.

EIN: 454523314 PEOSTA, IA Fund Raising & Fund Distribution NTEE: S12 Latest filing: 2025
Total Revenue$2.4M
Total Expenses$299K
Total Assets$7.4M
Grants Given42
Grant Total$3.0M
Filing Years2021–2025

Sample Grants Given

ARCHDIOCESE OF DUBUQUE
DUBUQUE, IA · 2025
ARCHDIOCESE ONE CAMPAIGN
$125,000
HOLY FAMILY CATHOLIC SCHOOLS
DUBUQUE, IA · 2025
PLATFORM FOR EXCELLENCE
$100,000
LORAS COLLEGE
DUBUQUE, IA · 2025
CAPITAL IMPROVEMENTS
$20,000
DUBUQUE COUNTY HISTORICAL SOCIETY
DUBUQUE, IA · 2025
PRESERVE THE WONDER
$15,000
CHURCH OF RESURRECTION
DUBUQUE, IA · 2024
BUILDING A VISIBLE PRESENCE
$350,000

Showing up to 5 of 42 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
ARCHDIOCESE ONE CAMPAIGN
$125,000 1 grant
PLATFORM FOR EXCELLENCE
$100,000 1 grant
CAMPUS UPGRADES
$100,000 5 grants

Financial Trends

Year Revenue Expenses Assets
2025 $2.4M $299K $7.4M
2024 $2.7M $573K $5.3M
2023 $1.1M $580K $3.2M
2022 $1.1M $829K $2.6M
2021 $1.2M $834K $2.4M

Between 2021 and 2025, reported annual revenue grew from $1.2M to $2.4M (+101%), with total assets most recently reported at $7.4M.

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

Grant Geography

Grants from this foundation were reported to recipients in IA.

IA

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

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