Civic Intelligence

Porter B Byrum Charitable Trust

EIN 26-6366327 • Charlotte, NC

9936 Deer Spring LaneCharlotte, NC 28210
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-6155%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$13,428

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $5,993,939 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $5,993,939 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Up

$97,376

Up $469,844 (+126%) from 2022

Expenses

Up

$6,091,315

Up $5,964,906 (+4719%) from 2022

Net Income

Down

-$5,993,939

Down $5,495,062 (-1101%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $9,504,030Liabilities 2010: $0Net Assets 2010: $9,504,0302010Assets 2011: $9,741,318Liabilities 2011: $7,375Net Assets 2011: $9,733,9432011Assets 2012: $35,925,079Liabilities 2012: $4,921,749Net Assets 2012: $31,003,3302012Assets 2013: $46,405,707Liabilities 2013: $5,696,727Net Assets 2013: $40,708,9802013Assets 2014: $50,515,997Liabilities 2014: $7,135,748Net Assets 2014: $43,380,2492014Assets 2015: $52,804,510Liabilities 2015: $6,870,456Net Assets 2015: $45,934,0542015Assets 2020: $6,570,112Liabilities 2020: $0Net Assets 2020: $6,570,1122020Assets 2021: $6,492,816Liabilities 2021: $0Net Assets 2021: $6,492,8162021Assets 2022: $5,993,939Liabilities 2022: $0Net Assets 2022: $5,993,9392022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $3,296,2302010Expenses 2011: $350,1872011Expenses 2012: $1,372,1112012Revenue 2013: $14,198,038Expenses 2013: $4,492,388Net Income 2013: $9,705,6502013Revenue 2014: $3,179,597Expenses 2014: $508,328Net Income 2014: $2,671,2692014Revenue 2015: $3,736,024Expenses 2015: $1,182,219Net Income 2015: $2,553,8052015Revenue 2020: -$49,109Expenses 2020: $363,317Net Income 2020: -$412,4262020Revenue 2021: -$98Expenses 2021: $77,198Net Income 2021: -$77,2962021Revenue 2022: -$372,468Expenses 2022: $126,409Net Income 2022: -$498,8772022Revenue 2023: $97,376Expenses 2023: $6,091,315Net Income 2023: -$5,993,9392023

Highlighted filing

2023

Revenue$97,376
Expenses$6,091,315
Net Income-$5,993,939
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$97,376
Expenses
$6,091,315
Net income
-$5,993,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$6.09$5.99
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.37$0.13$0.50
2021Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.00$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.05$0.36$0.41
2015Detailed filing. Detailed filing data is available for this year.$52.8$6.87$45.9$3.74$1.18$2.55
2014Detailed filing. Detailed filing data is available for this year.$50.5$7.14$43.4$3.18$0.51$2.67
2013Detailed filing. Detailed filing data is available for this year.$46.4$5.70$40.7$14.2$4.49$9.71
2012Detailed filing. Detailed filing data is available for this year.$35.9$4.92$31.0$1.37
2011Detailed filing. Detailed filing data is available for this year.$9.74$0.01$9.73$0.35
2010Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$3.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA GRAVELYTrustee-$13,428-$13,428
Filing and Contact Details

Filer

Filer Name
Porter B Byrum Charitable Trust
EIN
26-6366327
Phone
7045741847
Address
9936 DEER SPRING LANE, CHARLOTTE, NC 28210

Signing Officer

Name
Sandra Gravely
Title
Trustee
Phone
7045741847
Signed
2024-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Culp Elliott & Carpenter Pllc
Address
6801 CARNEGIE BLVD SUITE 400, CHARLOTTE, NC 28211-3665
Preparer
Ann K Dixon
Phone
7043726322
Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0EFFECTIVE MAY 12, 2023, THE TRUSTEE AND THE QUALIFIED CHARITABLE RECIPIENTS ENTERED INTO A PERMANENT, BINDING FINAL DISTRIBUTION AND MUTUAL RELEASE AGREEMENT CONCERNING THE FINAL DISPOSITION OF ALL TRUST ASSETS, SUBJECT TO A RESERVE, HELD IN A NON-INTEREST-BEARING ACCOUNT, TO PAY FORESEEABLE EXPENSES ASSOCIATED WITH TERMINATION. THE BALANCE OF THE RESERVE WAS PAID TO THE RECIPIENTS ON MAY 30, 2024 AND ALL REMAINING TRUST PROPERTY HAS BEEN DISTRIBUTED.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1EFFECTIVE MAY 12, 2023, THE TRUSTEE AND THE QUALIFIED CHARITABLE RECIPIENTS ENTERED INTO A PERMANENT, BINDING FINAL DISTRIBUTION AND MUTUAL RELEASE AGREEMENT CONCERNING THE FINAL DISPOSITION OF ALL TRUST ASSETS, SUBJECT TO A RESERVE, HELD IN A NON-INTEREST-BEARING ACCOUNT, TO PAY FORESEEABLE EXPENSES ASSOCIATED WITH TERMINATION. THE BALANCE OF THE RESERVE WAS PAID TO THE RECIPIENTS ON MAY 30, 2024 AND ALL REMAINING TRUST PROPERTY HAS BEEN DISTRIBUTED.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2EFFECTIVE MAY 12, 2023, THE TRUSTEE AND THE QUALIFIED CHARITABLE RECIPIENTS ENTERED INTO A PERMANENT, BINDING FINAL DISTRIBUTION AND MUTUAL RELEASE AGREEMENT CONCERNING THE FINAL DISPOSITION OF ALL TRUST ASSETS, SUBJECT TO A RESERVE, HELD IN A NON-INTEREST-BEARING ACCOUNT, TO PAY FORESEEABLE EXPENSES ASSOCIATED WITH TERMINATION. THE BALANCE OF THE RESERVE WAS PAID TO THE RECIPIENTS ON MAY 30, 2024 AND ALL REMAINING TRUST PROPERTY HAS BEEN DISTRIBUTED.
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SCHEDULE OF CONTROLLED ENTITIES - PART VI-A, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF CONTROLLED ENTITY BYRUM LAND & TIMBER, LLCADDRESS 9936 DEER SPRING LANE CHARLOTTE, NC 28210FEDERAL ID# 26-6366327EXCESS BUSINESS HOLDING NO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2STUDENT SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0QUEENS UNIVERSITY OF CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WINGATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WAKE FOREST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01900 SELWYN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 7201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WINGATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WINSTONSALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028274
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128174
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06020602
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0112575
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt082797124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068685998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068685998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088775865
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05978741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt082797124
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06091316
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05978741
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0157461863
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0151483122
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt044255
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt044255
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0IN CONCLUSION OF THE TRUST'S ACTIVITIES, ALL OUTSTANDING FEES WERE PAID RELATING TO OFFICER COMPENSATION, ATTORNEY FEES AND ACCOUNTING FEES. ALL REMAINING CASH WAS PAID TO THE FOLLOWING CHARITIES ON MAY 30, 2024 AS A FINAL DISTRIBUTION PURSUANT TO THE PERMANENT, BINDING DISTRIBUTION RESOLUTION, DATED MAY 12, 2023. NO ASSETS REMAIN IN THE TRUST. QUEENS UNIVERSITY OF CHARLOTTE - $15,300 1900 SELWYN AVENUE CHARLOTTE, NC 28274 WINGATE UNIVERSITY - $15,300 PO BOX 159 WINGATE, NC 28174 WAKE FOREST UNIVERSITY - $29,399 PO BOX 7201 WINSTON-SALEM, NC 27109
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE - LIABILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BUSINESS REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SHREDDING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0891
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt255
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3202
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4215
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5150
TaxesSchedule/TaxesDetail/Amt01363
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01363
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA GRAVELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07045741847
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTER B BYRUM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0266366327
ReturnHeader/Filer/PhoneNum07045741847
ReturnHeader/Filer/USAddress/AddressLine1Txt09936 DEER SPRING LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561355935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CULP ELLIOTT & CARPENTER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06801 CARNEGIE BLVD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282113665
ReturnHeader/PreparerPersonGrp/PhoneNum07043726322
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN K DIXON
ReturnHeader/ReturnTs02024-08-05T08:46:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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