Maurice & Joan Porter Charitable Trust

Foundation · Grantmaker 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.

Key facts about Maurice & Joan Porter Charitable Trust

EIN: 85-6672896
Latest 990 filing: Form 990-PF, 2023
Annual giving (2023): $9,064
Grants made (2023): 3
Average grant: $3,021
Median grant: $2,719
Total assets: $237,509
Primary geography: Virginia (70% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Maurice & Joan Porter Charitable Trust funds

By grant dollars, the top recipient states for Maurice & Joan Porter Charitable Trust's 3 itemized 2023 grants were Virginia (70%) and Florida (30%). 100% of grants with a stated purpose were for general or operating support.

How Maurice & Joan Porter Charitable Trust gives

In 2023 it paid out 131% of its IRS minimum distribution (the 5% rule). Method

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

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Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$238K

Annual Giving

$9K

Grant Count

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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $6K (70%)

Florida $3K (30%)

Share of all 3 itemized 2023 grant dollars.

States

Florida Virginia

Cities

ChesapeakeJupiterWilliamsburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023
Total Assets	$237,509
Revenue	$8,351
Expenses	$13,461
Qualifying Distributions	$12,490
Net Investment Income	$4,495
Distributable Amount	$9,528

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal year 2023

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
GREAT BRIDGE UNITED METHODIST CHURCH Chesapeake, VA	GENERAL	$3,626
WILLIAMSBURG UNITED METHODIST CHURCH Williamsburg, VA	GENERAL	$2,719
JUPITER FIRST CHURCH Jupiter, FL	GENERAL	$2,719

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

Name	Title	Hours	Compensation
Fiduciary Trust Intl of the South	Trustee	4	$1,091

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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 September 2026. Sourced from IRS Form 990-PF filings.

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