Porter B Byrum Charitable Trust

Private foundation · Grantmaker Charlotte, NC EIN: 26-6366327

Porter B Byrum Charitable Trust is a private foundation, based in Charlotte, NC. IRS filing data is available from 2020 through 2023. In 2023, it awarded 3 grants totaling $6.0M. Net investment income was $97K.

Porter B Byrum Charitable Trust at a glance

In short: Porter B Byrum Charitable Trust gave $6.0M across 3 grants in 2023 (avg $2.0M), mostly in North Carolina. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$6,020,602
Grants made (2023)
3
Average grant
$2,006,867
Median grant
$1,535,254
Primary geography
North Carolina (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

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

Who Porter B Byrum Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Wake Forest University: $3.0MWake Forest University$3.0MQueens University of Charlotte: $1.5MQueens University of Charlotte$1.5MWingate University: $1.5MWingate University$1.5M

The largest 2023 recipient was Wake Forest University ($3.0M). Together the top 3 received $6.0M.

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M3$1–5M$5M+

The most common grant size was in the $1–5M range: 3 grants of 3 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2023 grant dollars across all 3 itemized grants.

Cities

CharlotteWingateWinston-Salem

How Porter B Byrum Charitable Trust gives

  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M0 grants2020 0 grants2021 0 grants2022 3 grants2023

In 2023 it made 3 grants totaling $6.0M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Wake Forest University Winston-Salem, NCStudent Scholarship Fund$2,950,094
Queens University of Charlotte Charlotte, NCStudent Scholarship Fund$1,535,254
Wingate University Wingate, NCStudent Scholarship Fund$1,535,254
Your AI grants department

Ready to take the next step with Porter B Byrum Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$97,376$6,091,315$6,020,6023$6,091,316$97,376$112,575
2022$5,993,939$-372,468$126,409——$112,989$71,944$148,047
2021$6,492,816$-98$77,198——$54,265$7,218$321,543
2020$6,570,112$-49,109$363,317———$82,985$284,849

Under IRS private-foundation payout rules, Porter B Byrum Charitable Trust reported a distributable amount of $113K for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Porter B Byrum Charitable Trust is led by Sandra Gravely, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2023 filing

  • Sandra Gravely

    Trustee

    On filings since 2020

    1 hr/week

    $202K (2020) → $13K (2023)

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Sandra Gravely — Trustee: $13KSandra GravelyTrustee$13K

The highest reported compensation on the 2023 filing was $13K, to Sandra Gravely (Trustee).

Frequently asked questions about Porter B Byrum Charitable Trust

How much does Porter B Byrum Charitable Trust give each year?

Porter B Byrum Charitable Trust gave $6.0M across 3 grants in 2023, according to its 2023 IRS Form 990-PF.

What is Porter B Byrum Charitable Trust's typical grant size?

Porter B Byrum Charitable Trust's median grant in 2023 was $1,535,254, and its average grant was $2,006,867, across 3 grants on its 2023 IRS Form 990-PF.

Where does Porter B Byrum Charitable Trust give grants?

Porter B Byrum Charitable Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there.

Does Porter B Byrum Charitable Trust give general operating support?

Not in 2023: none of the 3 grants with a stated purpose on Porter B Byrum Charitable Trust's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Student Scholarship Fund" (3 grants).

How much is Porter B Byrum Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Porter B Byrum Charitable Trust reported a distributable amount of $113K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Porter B Byrum Charitable Trust's EIN?

Porter B Byrum Charitable Trust's EIN (Employer Identification Number) is 26-6366327. IRS Form 990 filing data is available on this page for 2020–2023.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

Live grants for the work Porter B Byrum Charitable Trust funds

Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.

Explore Open Grants

Browse active grant opportunities in Porter B Byrum Charitable Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in North Carolina

Foundation for the Carolinas

Charlotte, NC

Foundation For The Carolinas funds education and youth development, environmental and wildlife work, health and human services, and animal welfare, with a reported median grant of $25,000 in 2024. Its competitive programs focus on Charlotte-Mecklenburg, the Carolinas, and specific local communities, while donor-advised funds may support eligible nonprofits more broadly; it accepts applications for some competitive grants, but most grants are recommended by fund advisors and have no application process.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.9B

Grants

1,605

Total Given

$609.1M

The Winston-Salem Foundation

Winston-Salem, NC

The Winston-Salem Foundation funds charitable organizations serving Forsyth County, North Carolina, across areas including education, housing, economic opportunity, civic engagement, arts, health, and human services. Its 2024 median grant was $25,000; specific programs offer grants ranging from small grants of up to $2,000 to capital grants of up to $100,000. The profile describes application-based programs but does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$630.1M

Grants

823

Total Given

$90.4M

Folds of Honor Foundation

Owasso, OK

Folds of Honor funds education scholarships for spouses and children of U.S. military service members and first responders killed or disabled in service, with awards available for K–12 and higher education in the United States and its territories. Awards are up to $5,000 per academic year, based on unmet need, and are paid directly to the school. It accepts scholarship applications through an online portal during its annual application window; it does not make grants to outside applicants.

Education

Assets

$122.3M

Grants

1,551

Total Given

$37.6M

Gaston Community Foundation

Gastonia, NC

Gaston Community Foundation supports nonprofit programs and organizational needs, along with specialized medical and professional education grants, primarily benefiting Gaston County residents in North Carolina. Its 2024 grants ranged from $5,100 to $1,732,500, with a median of $17,066. It accepts applications through a competitive community grants cycle; new applicants must meet with Foundation staff before applying.

Philanthropy, Voluntarism & Grantmaking

Assets

$145.4M

Grants

168

Total Given

$10.3M

North Carolina Community Foundation Inc

Raleigh, NC

The North Carolina Community Foundation supports charitable organizations and community programs in areas such as human services, education, youth development, health, food and nutrition, and the arts. Its typical grant was $15,000 in 2025; it serves communities statewide, with an emphasis on rural North Carolina, and accepts applications through specific affiliate, giving-circle, and other grant programs.

Philanthropy, Voluntarism & Grantmaking

Assets

$569.1M

Grants

732

Total Given

$30.6M

Duke Energy Foundation

Charlotte, NC

The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.

Assets

$1.9M

Grants

41

Total Given

$25.6M

More similar funders

More Funders in North Carolina

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Porter B Byrum Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Porter B Byrum Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?