Maurice & Joan Porter Charitable Trust

CORAL GABLES, FL EIN: 85-6672896

Maurice & Joan Porter Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORAL GABLES, FL. IRS filing data is available for 2023. As of 2023, the organization holds $238K in total assets. In 2023, it awarded 3 grants totaling $9K. Net investment income was $4K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$238K

Annual Giving

$9K

Grant Count

3

Avg Grant Size

$3K

Under IRS private-foundation payout rules, Maurice & Joan Porter Charitable Trust reported a distributable amount of $10K for 2023 — the minimum it must pay out in qualifying distributions.

About Maurice & Joan Porter Charitable Trust

Based on IRS filings

Maurice & Joan Porter Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORAL GABLES, FL. IRS filing data is available for 2023. As of 2023, the organization holds $238K in total assets. In 2023, it awarded 3 grants totaling $9K. Net investment income was $4K.

Ready to take the next step with Maurice & Joan Porter Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ChesapeakeJupiterWilliamsburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$7K$11K$15K2023
Metric2023
Total Assets$237,509
Revenue$8,351
Expenses$13,461
Qualifying Distributions$12,490
Net Investment Income$4,495
Distributable Amount$9,528

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$9K3 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

GREAT BRIDGE UNITED METH…$4KWILLIAMSBURG UNITED METH…$3KJUPITER FIRST CHURCH$3K

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Great Bridge United Methodist Church ($3,626), Williamsburg United Methodist Church ($2,719), Jupiter First Church ($2,719).

RecipientPurposeAmount
GREAT BRIDGE UNITED METHODIST CHURCH CHESAPEAKE, VAGENERAL$3,626
WILLIAMSBURG UNITED METHODIST CHURCH WILLIAMSBURG, VAGENERAL$2,719
JUPITER FIRST CHURCH JUPITER, FLGENERAL$2,719

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

FIDUCIARY TRUST INTL…TRUSTEE$1K

From 2023 filing

NameTitleHoursCompensation
FIDUCIARY TRUST INTL OF THE SOUTHTRUSTEE4$1,091

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Maurice & Joan Porter Charitable Trust?

Maurice & Joan Porter Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORAL GABLES, FL. It holds $238K in total assets as of 2023.

How large is Maurice & Joan Porter Charitable Trust?

As of 2023, Maurice & Joan Porter Charitable Trust holds $238K in total assets with $8K in annual revenue. It awarded 3 grants totaling $9K in 2023.

Where does Maurice & Joan Porter Charitable Trust operate?

Maurice & Joan Porter Charitable Trust has awarded grants in Florida, Virginia.

What size grants does Maurice & Joan Porter Charitable Trust award?

In 2023, Maurice & Joan Porter Charitable Trust awarded 3 grants totaling $9K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Maurice & Joan Porter Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Maurice & Joan Porter Charitable Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Maurice & Joan Porter Charitable Trust's EIN?

Maurice & Joan Porter Charitable Trust's EIN (Employer Identification Number) is 85-6672896. IRS Form 990 filing data is available on this page for 2023.

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

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