Portz Fannie - Max Ta

BROOKLYN, OH EIN: 34-6796604

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $667K (66%)

Illinois $289K (29%)

Maryland $54K (5%)

States

Illinois Maryland Ohio

Cities

ChicagoColumbusCumberlandMassillon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.