Porter B Byrum Charitable Trust
Porter B Byrum Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Key facts about Porter B Byrum Charitable Trust
- EIN
- 26-6366327
- Latest 990 filing
- Form 990-PF, 2023
- 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)
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Porter B Byrum Charitable Trust funds
By grant dollars, the top recipient states for Porter B Byrum Charitable Trust's 3 itemized 2023 grants were North Carolina (100%). None of its 3 grants with a stated purpose were described as general or operating support. Recurring purposes include "Student Scholarship Fund" (3 grants).
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.
Next steps with Porter B Byrum Charitable Trust
- How to evaluate Porter B Byrum Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$6.0M
Grant Count
3
Avg Grant Size
$2.0M
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.
About Porter B Byrum Charitable Trust
Based on IRS filings
Porter B Byrum Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2023 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $5,993,939 | $6,492,816 |
| Revenue | $97,376 | $-372,468 | $-98 |
| Expenses | $6,091,315 | $126,409 | $77,198 |
| Qualifying Distributions | $6,091,316 | $112,989 | $54,265 |
| Net Investment Income | $97,376 | $71,944 | $7,218 |
| Distributable Amount | $112,575 | $148,047 | $321,543 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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 Wake Forest University ($2,950,094), Queens University of Charlotte ($1,535,254), Wingate University ($1,535,254).
| Recipient | Purpose | Amount |
|---|---|---|
| WAKE FOREST UNIVERSITY Winstonsalem, NC | STUDENT SCHOLARSHIP FUND | $2,950,094 |
| QUEENS UNIVERSITY OF CHARLOTTE Charlotte, NC | STUDENT SCHOLARSHIP FUND | $1,535,254 |
| WINGATE UNIVERSITY Wingate, NC | STUDENT SCHOLARSHIP FUND | $1,535,254 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sandra Gravely | Trustee | 1 | $13,428 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Porter B Byrum Charitable Trust?
Porter B Byrum Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Charlotte, NC. It holds — in total assets as of 2023.
Where does Porter B Byrum Charitable Trust operate?
Porter B Byrum Charitable Trust has awarded grants in North Carolina.
What size grants does Porter B Byrum Charitable Trust award?
In 2023, Porter B Byrum Charitable Trust awarded 3 grants totaling $6.0M — an average of about $2.0M per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.