2024-05-14T08:50:08-05:00 2023-12-31 990PF 2023-01-01 454523314 MICHAEL E PORTZEN AND SARA A PORTZEN FAMILY FOUNDATION MICH 5635578424 16748 THUNDER HILLS DRIVE PEOSTA IA 52068 MICHAEL E PORTZEN PRESIDENT 5635578424 2024-05-02 MICHAEL PORTZEN 999009999 0 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3167776 X 1000000 3456 3456 73954 73954 71918 766155 71918 16 16 1149344 149344 0 0 0 18898 18898 0 863 863 0 19761 19761 0 560000 560000 579761 19761 560000 569583 129583 224482 94489 94489 2400 1531 1531 2394037 3092008 3071756 2620919 3188028 3167776 0 0 X 0 0 0 0 2620919 3188028 2620919 3188028 2620919 3188028 2620919 569583 0 3190502 2474 3188028 LONG TERM CAPITAL GAINS P 2022-01-01 2023-12-31 587619 585220 2399 2399 SHORT TERM CAPITAL GAINS P 2023-01-01 2023-12-31 138171 109017 29154 29154 LONG TERM CAPITAL GAINS DISTRIBUTIONS P 2022-01-01 2023-12-31 40365 40365 40365 71918 1801 0 1801 0 1801 1531 0 0 0 1531 0 270 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 1 0 0 1 N/A MICHAEL E PORTZEN 5635578424 16748 THUNDER HILLS DRIVE PEOSTA IA 52068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL E PORTZEN 16748 THUNDER HILLS DRIVE PEOSTA IA 52068 PRESIDENT/DIRECTOR 0.00 0 0 0 SARA A PORTZEN 16748 THUNDER HILLS DRIVE PEOSTA IA 52068 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2517352 62979 1531 2581862 0 0 2581862 38728 2543134 127157 127157 1801 1801 125356 0 125356 0 125356 560000 0 560000 125356 0 0 11278 715939 697928 1425145 560000 0 0 0 125356 434644 0 0 1859789 0 0 0 0 0 0 0 1859789 11278 715939 697928 434644 MICHAEL E PORTZEN SARA A PORTZEN X CHURCH OF RESURRECTION 4300 ASBURY ROAD DUBUQUE IA 52002 NONE 501(C)(3) CHURCH NEEDS 1250 CHURCH OF RESURRECTION 4300 ASBURY ROAD DUBUQUE IA 52002 NONE 501(C)(3) BUILDING A VISIBLE PRESENCE 500000 HOLY SPIRIT PARISHSACRED HEART CHURCH 2215 WINDSOR AVENUE DUBUQUE IA 52001 NONE 501(C)(3) CHURCH NEEDS 3750 DUBUQUE COUNTY HISTORICAL SOCIETY 350 E THIRD STREEET DUBUQUE IA 52001 NONE 501(C)(3) PRESERVE THE WONDER 15000 NATIVITY CHURCH 1225 ALTA VISTA STREET DUBUQUE IA 52001 NONE 501(C)(3) CHURCH NEEDS 1250 NE IOWA COMMUNITY COLLEGE FOUNDATION 8342 NICC DRIVE PEOSTA IA 52068 NONE 501(C)(3) FUND FOR EXCELLENCE 10000 ST ANTHONY'S CHURCH 1870 ST AMBROSE STREET DUBUQUE IA 52001 NONE 501(C)(3) CHURCH NEEDS 1250 ST COLUMBKILLE'S CHURCH 1240 RUSH STREET DUBUQUE IA 52003 NONE 501(C)(3) CHURCH NEEDS 1250 ST JOSEPH THE WORKER CATHOLIC CHURCH 60 S ALGONA STREET DUBUQUE IA 52001 NONE 501(C)(3) CHURCH NEEDS 1250 ST JOSEPH'S KEY WEST CHURCH 10204 KEY WEST DRIVE DUBUQUE IA 52003 NONE 501(C)(3) CHURCH NEEDS 1250 ST RAPHAEL'S CATHEDRAL 231 BLUFF STREET DUBUQUE IA 52001 NONE 501(C)(3) CHURCH NEEDS 2500 STEEPLE SQUARE PO BOX 3188 DUBUQUE IA 520043188 NONE 501(C)(3) CAMPUS UPGRADES 20000 ST JOHN'S CATHOLIC CHURCH 241 PEOSTA STREET PEOSTA IA 52068 NONE 501(C)(3) CHURCH NEEDS 1250 560000 ARCHDIOCESE OF DUBUQUE 1229 MT LORETTA AVENUE DUBUQUE IA 52003 NONE 501(C)(3) ARCHDIOCESE ONE CAMPAIGN 500000 CHURCH OF RESURRECTION 4300 ASBURY ROAD DUBUQUE IA 52002 NONE 501(C)(3) BUILDING A VISIBLE PRESENCE 500000 HOLY FAMILY CATHOLIC SCHOOLS 205 KANE STREET DUBUQUE IA 52001 NONE 501(C)(3) PLATFORM FOR EXCELLENCE 200000 DUBUQUE COUNTY HISTORICAL SOCIETY 350 E THIRD STREEET DUBUQUE IA 52001 NONE 501(C)(3) PERSERVE THE WONDER 30000 NE IOWA COMMUNITY COLLEGE FOUNDATION 8342 NICC DRIVE PEOSTA IA 52068 NONE 501(C)(3) FUND FOR EXCELLENCE 10000 STEEPLE SQUARE PO BOX 3188 DUBUQUE IA 520043188 NONE 501(C)(3) CAMPUS UPGRADES 20000 1260000 900099 3456 900099 73954 900099 16 900099 71918 149344 0 0 149344 3 INVESTMENT INCOME IS USED FOR FUTURE CHARITABLE CONTRIBUTIONS 4 INVESTMENT INCOME IS USED FOR FUTURE CHARITABLE CONTRIBUTIONS 8 INVESTMENT INCOME IS USED FOR FUTURE CHARITABLE CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL E PORTZEN AND SARA A PORTZE 16748 THUNDER HILLS DRIVE PEOSTA IA 52068 1000000 X SEE DETAIL FMV 3092008 3071756 MISCELLANEOUS ADJUSTMENT 2474 OTHER INCOME 16 16 16 INVESTMENT FEES 18898 18898 0 MICHAEL E AND SARA A PORTZEN 16748 THUNDER HILLS DRIVE PEOSTA IA 52068 FOREIGN TAXES PAID 863 863 0