Portz Fannie - Max Ta
Portz Fannie - Max Ta is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 4 grants totaling $234K. Net investment income was $343K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+2.9% YoY
Annual Giving
$234K
+25.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$58K
+25.1% YoY
Under IRS private-foundation payout rules, Portz Fannie - Max Ta reported a distributable amount of $192K for 2024 — the minimum it must pay out in qualifying distributions.
About Portz Fannie - Max Ta
Based on IRS filings
Portz Fannie - Max Ta is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 4 grants totaling $234K. Net investment income was $343K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,592,381 | $3,492,749 | $3,648,055 |
| Revenue | $366,401 | $61,109 | $-17,621 |
| Expenses | $266,217 | $216,414 | $257,985 |
| Qualifying Distributions | $242,566 | $195,112 | $225,081 |
| Net Investment Income | $343,446 | $32,729 | $15,030 |
| Distributable Amount | $191,823 | $176,302 | $183,769 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trinity Lutheran Seminary ($81,425), Capital University ($81,425), Evangelical Lutheran Church in America ($54,283).
| Recipient | Purpose | Amount |
|---|---|---|
| TRINITY LUTHERAN SEMINARY COLUMBUS, OH | MANAGEMENT AND GENERAL | $81,425 |
| CAPITAL UNIVERSITY COLUMBUS, OH | MANAGEMENT AND GENERAL | $81,425 |
| EVANGELICAL LUTHERAN CHURCH IN AMERICA CHICAGO, IL | MANAGEMENT AND GENERAL | $54,283 |
| ST PAUL S LUTHERAN CHURCH CUMBERLAND, MD | GENERAL OPERATING | $16,582 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE | 1 | $30,604 |
Frequently Asked Questions
How large is Portz Fannie - Max Ta?
As of 2024, Portz Fannie - Max Ta holds $3.6M in total assets with $366K in annual revenue. It awarded 4 grants totaling $234K in 2024.
Where does Portz Fannie - Max Ta operate?
Portz Fannie - Max Ta has awarded grants in Illinois, Maryland, Ohio.
What size grants does Portz Fannie - Max Ta award?
In 2024, Portz Fannie - Max Ta awarded 4 grants totaling $234K — an average of about $58K per grant, based on its IRS Form 990 filings.
How much is Portz Fannie - Max Ta required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Portz Fannie - Max Ta reported a distributable amount of $192K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Portz Fannie - Max Ta's EIN?
Portz Fannie - Max Ta's EIN (Employer Identification Number) is 34-6796604. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.