Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Portland Trust Ii is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2014. The principal officer is Stephanie Desmit. It holds total assets of $4.7M. Annual income is reported at $1.9M. Total assets have decreased from $10.2M in 2013 to $4.7M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2021 to 2024. According to available records, Portland Trust Ii has made 64 grants totaling $15.1M, with a median grant of $14K. Annual giving has decreased from $460K in 2021 to $268K in 2024. Grantmaking activity was highest in 2022 with $14.1M distributed across 24 grants. Individual grants have ranged from $3K to $4.1M, with an average award of $236K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in Wisconsin, Wyoming, Ohio, which account for 95% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
No specific application information is available for this foundation. Check the 990-PF filings below for application guidelines, or visit the foundation's website if listed above.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Portland Trust Ii primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 64 grants. Its grantmaking reaches organizations primarily in WI, WY, OH.
Portland Trust Ii has distributed a total of $15.1M across 64 grants. The median grant size is $14K, with an average of $236K. Individual grants have ranged from $3K to $4.1M.
Portland Trust Ii is a private foundation. To inquire about grants, you can look up the foundation using their EIN (326309021) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Portland Trust Ii is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $26K | $0 | $26K |
Total Giving
$309K
Total Assets
$4.7M
Fair Market Value
$6.4M
Net Worth
$4.7M
Grants Paid
$268K
Contributions
N/A
Net Investment Income
$243K
Distribution Amount
$298K
Total Grants
64
Total Giving
$15.1M
Average Grant
$236K
Median Grant
$14K
Unique Recipients
26
Most Common Grant
$10K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Columbus AcademyGENERAL OPERATIONS | Gahanna, OH | $75K | 2024 |
| Community Foundation Of Jackson HoleGENERAL OPERATING | Jackson, WY | $45K | 2024 |
| National Museum Of Wildlife ArtGENERAL OPERATING | Jackson, WY | $25K | 2024 |
| Nature ConservancyGENERAL OPERATING | Lander, WY | $25K | 2024 |
| Teton Youth And Family ServicesGENERAL OPERATING | Jackson, WY | $15K | 2024 |
| Fund For Public EducationGENERAL OPERATING | Jackson, WY | $15K | 2024 |
| Grand Teton National Park FoundationGENERAL OPERATING | Jackson, WY | $13K | 2024 |
| Ohio State University FoundationGENERAL OPERATING | Columbus, OH | $10K | 2024 |
| Climb WyomingGENERAL OPERATING | Cheyenne, WY | $10K | 2024 |
| Children'S Learning CenterGENERAL OPERATING | Jackson, WY | $10K | 2024 |
| Dancers WorkshopGENERAL OPERATING | Jackson, WY | $10K | 2024 |
| One22 IncGENERAL OPERATING | Jackson, WY | $10K | 2024 |
| Write On Door CountyGENERAL OPERATING | Fish Creek, WI | $3K | 2024 |
| Teton Valley Regional Land TrustGENERAL OPERATING | Driggs, ID | $3K | 2024 |
| Teton Youth Family Services IncGENERAL OPERATING | Jackson, WY | $13K | 2023 |
| Art Association Of Jackson HoleGENERAL OPERATING | Jackson, WY | $5K | 2023 |
| Write On Door County IncGENERAL OPERATING | Fish Creek, WI | $3K | 2023 |
| Write On Door Door CountyGENERAL OPERATING | Fish Creek, WI | $4.1M | 2022 |
| United Way Of Door CountyGENERAL OPERATING | Sturgeon Bay, WI | $1.4M | 2022 |
| Door County YmcaGENERAL OPERATING | Sturgeon Bay, WI | $1.4M | 2022 |
| Teton Youth & Family Services IncGENERAL OPERATING | Jackson, WY | $45K | 2022 |
| The Nature ConservancyGENERAL OPERATIONS | Jackson, WY | $25K | 2022 |
| National Museum Wildlife ArtGENERAL OPERATING SUPPORT | Jackson, WY | $20K | 2022 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI