Portz Fannie - Max Ta

Foundation · Grantmaker 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 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 4 grants totaling $199K. Net investment income was $201K.

Key facts about Portz Fannie - Max Ta

In short: Portz Fannie - Max Ta gave $199K across 4 grants in 2025 (avg $50K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
34-6796604
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$199,389
Grants made (2025)
4
Average grant
$49,847
Median grant
$60,307
Total assets
$3,575,567
Primary geography
Ohio (60% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.6M

-0.5% YoY

Annual Giving

$199K

-14.7% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$50K

-14.7% YoY

Under IRS private-foundation payout rules, Portz Fannie - Max Ta reported a distributable amount of $205K for 2025 — the minimum it must pay out in qualifying distributions.

How Portz Fannie - Max Ta gives

  • Giving held roughly steady from 2022 to 2025 (−8%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 4 itemized 2025 grant dollars.

Cities

ColumbusChicagoCumberlandMassillon

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K4 grants20204 grants20214 grants20224 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Trinity Lutheran Seminary: $60KTrinity Lutheran Seminary$60KCapital University: $60KCapital University$60KEvangelical Lutheran Church in America: $60KEvangelical Lutheran Church inAmerica$60KSt Paul S Lutheran Church: $18KSt Paul S Lutheran Church$18K

Grant Size Distribution

20 grants across all recorded years

5<$50K15$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
TRINITY LUTHERAN SEMINARY Columbus, OHMANAGEMENT AND GENERAL$60,307
CAPITAL UNIVERSITY Columbus, OHMANAGEMENT AND GENERAL$60,307
EVANGELICAL LUTHERAN CHURCH IN AMERICA Chicago, ILMANAGEMENT AND GENERAL$60,307
ST PAUL S LUTHERAN CHURCH Cumberland, MDGENERAL OPERATING$18,468

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$3,575,567$3,592,381$3,492,749
Revenue$224,659$366,401$61,109
Expenses$241,471$266,217$216,414
Qualifying Distributions$208,536$242,566$195,112
Net Investment Income$200,819$343,446$32,729
Distributable Amount$204,767$191,823$176,302

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Portz Fannie - Max Ta's only listed officer is Keybank N A, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • Keybank N A

    Trustee

    On filings since 2024

    1 hr/week

    $31K (2024) → $32K (2025)

Former officers (1)
  • Former: Keybank (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Keybank N a — Trustee: $32KKeybank N aTrustee$32K

Frequently asked questions about Portz Fannie - Max Ta

How much does Portz Fannie - Max Ta give each year?

Portz Fannie - Max Ta gave $199K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $234K across 4 grants.

What is Portz Fannie - Max Ta's typical grant size?

Portz Fannie - Max Ta's median grant in 2025 was $60,307, and its average grant was $49,847, across 4 grants on its 2025 IRS Form 990-PF.

Where does Portz Fannie - Max Ta give grants?

Portz Fannie - Max Ta gives mostly in Ohio: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (30%) and Maryland (9%). The most frequent recipient cities were Columbus, OH (2 grants).

Does Portz Fannie - Max Ta give general operating support?

Yes: 100% of Portz Fannie - Max Ta's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Portz Fannie - Max Ta?

Portz Fannie - Max Ta reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $209K in qualifying distributions that year, against a required minimum of $205K (roughly 5% of its investment assets).

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 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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