Paul And Margaret Porter Charitable Foundation

Fort Mill, SC
Tax-exempt since Sept. 1977
EIN: 59-1750571

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$1.61M (2024)

Expenses

$430k (2024)

Total Assets

$7.32M (2024)

Total Liabilities

$141k (2024)

Years with missing data

Source: Form 990 tax filings from 2010 to 2024

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.
2024

Revenue

$1,608,479

Expenses

$430,309

Net Income

$1,178,170

Net Assets

$7,178,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,422	0.2%
Dividends	$214,662	13.3%
Sales of Assets	$1,380,577	85.8%
Other Income	$10,818	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$349,185	81.1%
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	$7,319,158
Total Liabilities	$140,655
Net Assets	$7,178,503

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Porter Taylor (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on May 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$433,106

Expenses

$452,003

Net Income

-$18,897

Net Assets

$6,011,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,258	0.8%
Dividends	$199,351	46.0%
Sales of Assets	$236,080	54.5%
Other Income	-$5,583

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$362,157	80.1%
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	$6,133,157
Total Liabilities	$121,788
Net Assets	$6,011,369

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Porter Taylor (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on June 25, 2024

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

View Filing

Schedules ▼

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.
2022

Revenue

$152,457

Expenses

$472,192

Net Income

-$319,735

Net Assets

$6,026,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$672	0.4%
Dividends	$165,802	> 100%
Sales of Assets	-$20,732
Other Income	$6,715	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,663	76.4%
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	$6,095,953
Total Liabilities	$69,476
Net Assets	$6,026,477

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Porter Taylor (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on June 15, 2023

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

View Filing

Schedules ▼

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.
2021

Revenue

$848,040

Expenses

$461,050

Net Income

$386,990

Net Assets

$6,350,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.0%
Dividends	$151,929	17.9%
Sales of Assets	$652,666	77.0%
Other Income	$43,381	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,067	83.3%
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	$6,350,039
Total Liabilities	$0
Net Assets	$6,350,039

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Porter Taylor (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on Aug. 24, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$363,766

Expenses

$428,141

Net Income

-$64,375

Net Assets

$5,965,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$344	0.1%
Dividends	$136,313	37.5%
Sales of Assets	$227,074	62.4%
Other Income	$35	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$340,646	79.6%
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	$5,965,836
Total Liabilities	$1
Net Assets	$5,965,835

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Porter Taylor (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on Oct. 28, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$474,746

Expenses

$398,233

Net Income

$76,513

Net Assets

$6,031,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$162,904	34.3%
Interest Revenue	$630	0.1%
Dividends	$173,777	36.6%
Sales of Assets	$99,478	21.0%
Other Income	$37,957	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,598	81.0%
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	$6,031,107
Total Liabilities	$0
Net Assets	$6,031,107

990-PF

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

PDF

990-T

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

PDF

Fiscal Year Ending Dec.
2018

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

990-PF

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

PDF

990-T

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$291,961

Expenses

$341,428

Net Income

-$49,467

Net Assets

$5,864,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$241	0.1%
Dividends	$152,044	52.1%
Sales of Assets	$96,303	33.0%
Other Income	$43,373	14.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,765	79.9%
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	$5,864,271
Total Liabilities	$0
Net Assets	$5,864,271

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Porter Taylor (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on May 15, 2018

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

View Filing

Schedules ▼

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.
2016

Revenue

$9,898

Expenses

$304,265

Net Income

-$294,367

Net Assets

$5,939,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$157	1.6%
Dividends	$163,361	> 100%
Sales of Assets	-$185,902
Other Income	$32,282	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,932	78.2%
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	$5,939,609
Total Liabilities	$47
Net Assets	$5,939,562

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Porter Taylor (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2017

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

View Filing

Schedules ▼

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.
2015

Revenue

$216,871

Expenses

$295,604

Net Income

-$78,733

Net Assets

$6,206,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$203	0.1%
Dividends	$153,015	70.6%
Sales of Assets	$57,272	26.4%
Other Income	$6,381	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,047	73.1%
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	$6,206,553
Total Liabilities	$0
Net Assets	$6,206,553

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Taylor Porter (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on May 12, 2016

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

View Filing

Schedules ▼

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.
2014

Revenue

$5,611,026

Expenses

$174,436

Net Income

$5,436,590

Net Assets

$6,284,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,626,869	82.5%
Interest Revenue	$30,839	0.5%
Dividends	$93,057	1.7%
Sales of Assets	$854,348	15.2%
Other Income	$5,913	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,487	86.3%
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	$6,284,243
Total Liabilities	$0
Net Assets	$6,284,243

Compensation

Key Employees and Officers	Compensation	Other
Ellen Porter Warlick (President)	$0	$0
Patricia Taylor Porter (Vice President)	$0	$0
Scott Porter (Treasurer)	$0	$0
J William Porter (Secretary)	$0	$0

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990-PF

Filed on Aug. 17, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$60,538

Expenses

$72,574

Net Income

-$12,036

Net Assets

$847,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,866	3.1%
Dividends	$18,655	30.8%
Sales of Assets	$46,916	77.5%
Other Income	-$6,899

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,750	72.7%
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	$847,653
Total Liabilities	$0
Net Assets	$847,653

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$36,965

Expenses

$56,328

Net Income

-$19,363

Net Assets

$859,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,478	6.7%
Dividends	$19,483	52.7%
Sales of Assets	$21,687	58.7%
Other Income	-$6,683

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	74.6%
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	$859,689
Total Liabilities	$0
Net Assets	$859,689

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$47,586

Expenses

$65,333

Net Income

-$17,747

Net Assets

$879,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,755	5.8%
Dividends	$18,370	38.6%
Sales of Assets	$33,540	70.5%
Other Income	-$7,079

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	65.8%
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	$879,052
Total Liabilities	$0
Net Assets	$879,052

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$262,133

Expenses

$39,036

Net Income

$223,097

Net Assets

$896,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$195,360	74.5%
Interest Revenue	$890	0.3%
Dividends	$23,885	9.1%
Sales of Assets	$63,288	24.1%
Other Income	-$21,290

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,500	83.3%
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	$896,799
Total Liabilities	$0
Net Assets	$896,799

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.

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Updated March 23, 2026

Paul And Margaret Porter Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.61M (2024)

Expenses $430k (2024)

Total Assets $7.32M (2024)

Total Liabilities $141k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Revenue

$1.61M (2024)

Expenses

$430k (2024)

Total Assets

$7.32M (2024)

Total Liabilities

$141k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001