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Porter B Byrum Charitable Tr

Porter B Byrum Ttee
  • Charlotte, NC
  • Tax-exempt since Aug. 2008
  • EIN: 26-6366327

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Summary charts: organization finances over time

Revenue
$97.4k (2023)

Expenses
$6.09M (2023)

Total Assets
$0 (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$97,376
Expenses
$6,091,315
Net Income
-$5,993,939
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,376
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,091,316
> 100%
Compensation of Officers* $13,428
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Sandra Gravely (Trustee) $13,428 $0

Document Links

990-PF
Filed on Aug. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$372,468
Expenses
$126,409
Net Income
-$498,877
Net Assets
$5,993,939
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $71,944
Sales of Assets -$444,412
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,989
89.4%
Compensation of Officers* $13,420
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,993,939
Total Liabilities $0
Net Assets $5,993,939
Compensation
Key Employees and Officers Compensation Other
Sandra Gravely (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$98
Expenses
$77,198
Net Income
-$77,296
Net Assets
$6,492,816
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,070
Sales of Assets -$7,316
Other Income $2,148
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,265
70.3%
Compensation of Officers* $22,933
29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,492,816
Total Liabilities $0
Net Assets $6,492,816
Compensation
Key Employees and Officers Compensation Other
Sandra Gravely (Trustee) $22,932 $0

Document Links

990-PF
Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$49,109
Expenses
$363,317
Net Income
-$412,426
Net Assets
$6,570,111
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $51,987
Dividends $34,332
Sales of Assets $0
Other Income $6,404
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,687
41.8%
Compensation of Officers* $201,892
55.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,570,112
Total Liabilities $1
Net Assets $6,570,111
Compensation
Key Employees and Officers Compensation Other
Sandra Gravely (Trustee) $201,892 $0

Document Links

990-PF
Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,151,938
Expenses
$83,384,283
Net Income
-$7,232,345
Net Assets
$6,982,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $76,324,786
> 100%
Interest Revenue $64,067
0.1%
Dividends $64,454
0.1%
Sales of Assets $0
Other Income $106,472
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,328,915
99.9%
Compensation of Officers* $11,634
0.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,982,538
Total Liabilities $0
Net Assets $6,982,538

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,736,024
Expenses
$1,182,219
Net Income
$2,553,805
Net Assets
$45,934,054
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $708,157
19.0%
Interest Revenue $413
0.0%
Dividends $1,498,641
40.1%
Sales of Assets $1,016,610
27.2%
Other Income $506,963
13.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,139,346
96.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $52,804,510
Total Liabilities $6,870,456
Net Assets $45,934,054
Compensation
Key Employees and Officers Compensation Other
Porter B Byrum (Co Trustee) $0 $0
Sandra Gravely (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 27, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,179,597
Expenses
$508,328
Net Income
$2,671,269
Net Assets
$43,380,249
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,500
0.1%
Interest Revenue $563
0.0%
Dividends $1,773,143
55.8%
Sales of Assets $722,522
22.7%
Other Income $676,905
21.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,098
37.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $50,515,997
Total Liabilities $7,135,748
Net Assets $43,380,249
Compensation
Key Employees and Officers Compensation Other
Porter B Byrum (Co Trustee) $0 $0
Sandra Gravely (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,198,038
Expenses
$4,492,388
Net Income
$9,705,650
Net Assets
$40,708,980
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,353,127
37.7%
Interest Revenue $2,637
0.0%
Dividends $1,620,641
11.4%
Sales of Assets $6,700,839
47.2%
Other Income $467,558
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,258,140
94.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,405,707
Total Liabilities $5,696,727
Net Assets $40,708,980
Compensation
Key Employees and Officers Compensation Other
Porter B Byrum (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,641,498
Expenses
$1,372,111
Net Income
$21,269,387
Net Assets
$31,003,330
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $18,471,550
81.6%
Interest Revenue $2,483
0.0%
Dividends $1,157,074
5.1%
Sales of Assets $2,604,654
11.5%
Other Income $103,885
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,090,723
79.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $35,925,079
Total Liabilities $4,921,749
Net Assets $31,003,330

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$580,100
Expenses
$350,187
Net Income
$229,913
Net Assets
$9,733,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $331,747
57.2%
Dividends $0
Sales of Assets $0
Other Income $429
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $182,168
52.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,741,318
Total Liabilities $7,375
Net Assets $9,733,943

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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