The Lawrence J Portell and Natalie D

Foundation · Grantmaker NEW MILFORD, CT EIN: 06-1508183

The Lawrence J Portell and Natalie D is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW MILFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 12 grants totaling $64K. Net investment income was $83K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+0.2% YoY

Annual Giving

$64K

+5.0% YoY

Grant Count

-7.7% YoY

Avg Grant Size

$5K

+13.7% YoY

Under IRS private-foundation payout rules, The Lawrence J Portell and Natalie D reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.

About The Lawrence J Portell and Natalie D

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $339K (100%)

States

Connecticut

Cities

DanburyGaylordsvilleKentNew MilfordRidgefieldRoxburyStorrs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,163,745	$1,161,618	$1,162,272
Revenue	$83,425	$80,296	$116,298
Expenses	$81,298	$80,950	$84,131
Qualifying Distributions	$63,500	$60,500	$63,000
Net Investment Income	$83,425	$80,296	$114,599
Distributable Amount	$61,921	$59,515	$63,860

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

62 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Connecticut Foundation ($30,000), New Milford Hospital Foundation ($12,000), New Milford High School ($5,000).

Recipient	Purpose	Amount
HUNT HILL FARM TRUST NEW MILFORD, CT	LAND CONSERVATION, COOKING CLASSES, ART	$1,000
MERWINSVILLE HOTEL GAYLORDSVILLE, CT	FINANCE CONTINUING RESTORATION OF HISTORIC PROPERTY	$1,000
NEW MILFORD COMMUNITY AMBULANCE NEW MILFORD, CT	UNRESTRICTED GIFTUNRESTRICTED GIFT	$1,500
NEW MILFORD HIGH SCHOOL NEW MILFORD, CT	PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION TO GRADUATING SENIORS	$5,000
NEW MILFORD HOSPITAL FOUNDATION NEW MILFORD, CT	GIFT FOR CANCER CENTER	$12,000
REGIONAL HOSPICE AND HOME CARE OF WESTERN CT DANBURY, CT	HOSPICE CARE FOR TERMINALLY ILL PATIENTS	$1,000
RENEWAL HOUSE SHELTER OF THE CROSS DANBURY, CT	UNRESTRICTED GIFT TOWARD PROVIDING TRANSITIONAL HOUSING, COUNSELING SUPPORT AND REHABILITATION SERVICES FOR ELDERLY AGED INDIVIDUALS WHO ARE HOMELESS OR AT RISK OF BECOMING HOMELESS.	$500
RIDGEFIELD VNA RIDGEFIELD, CT	UNRESTRICTED GIFT	$2,500
ROXBURY AMBULANCE ASSOCIATION INC ROXBURY, CT	SUPPORT MISSION OF EMERGENCY TRANSPORTATION IN ROXBURY	$2,000
ROXBURY VOLUNTEER FIRE DEPARTMENT ROXBURY, CT	SUPPORT FIRE PROTECTION IN COMMUNITY	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ARTHUR WEINSHANK	PRESIDENT	0.5	$500
MITCHELL MELNICK	SECRETARY	0.5	$500
TIMOTHY RIORDAN	TREASURER	0.5	$500
ROBERT W MARTIN	DIRECTOR	0.5	$500

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Lawrence J Portell and Natalie D?

The Lawrence J Portell and Natalie D is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW MILFORD, CT. It holds $1.2M in total assets as of 2024.

How large is The Lawrence J Portell and Natalie D?

As of 2024, The Lawrence J Portell and Natalie D holds $1.2M in total assets with $83K in annual revenue. It awarded 12 grants totaling $64K in 2024.

Where does The Lawrence J Portell and Natalie D operate?

The Lawrence J Portell and Natalie D has awarded grants in Connecticut.

What size grants does The Lawrence J Portell and Natalie D award?

In 2024, The Lawrence J Portell and Natalie D awarded 12 grants totaling $64K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Lawrence J Portell and Natalie D required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lawrence J Portell and Natalie D reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Lawrence J Portell and Natalie D's EIN?

The Lawrence J Portell and Natalie D's EIN (Employer Identification Number) is 06-1508183. IRS Form 990 filing data is available on this page for 2020–2024.