Private Foundation

RICHARD L & RITA S PORTERFIELD CHARITABLE TRUST

RICHARD L & RITA S PORTERFIELD CHARITABLE TRUST, of WAKE FOREST, NC, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $9K in revenue, $13K in expenses, $128K in total assets. IRS filings disclose 9 grants awarded by this foundation, totaling roughly $77K.

EIN: 137262884 WAKE FOREST, NC Latest filing: 2025

Total Revenue$9K

Total Expenses$13K

Total Assets$128K

Grants Given9

Grant Total$77K

Filing Years2021–2025

Sample Grants Given

UNA FOUNDATION

FLORENCE, AL · 2025

OPERATIONAL

$7,871

UNA FOUNDATION

FLORENCE, AL · 2024

OPERATIONAL

$7,654

UNA FOUNDATION

FLORENCE, AL · 2023

OPERATIONAL

$7,182

UNA FOUNDATION

FLORENCE, AL · 2022

OPERATIONAL

$9,607

AUBURN UNIVERSITY FOUNDATION

AUBURN, AL · 2021

OPERATIONAL

$9,258

Showing up to 5 of 9 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Holly L Izzo

CO-TRUSTEE Robert R Porterfield

Officer compensation and complete director data available with membership.

Top Grant Purposes

OPERATIONAL

$76,603 9 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$9K	$13K	$128K
2024	$5K	$13K	$132K
2023	$8K	$12K	$140K
2022	$3K	$16K	$144K
2021	$9K	$16K	$158K

Between 2021 and 2025, reported annual revenue declined from $9K to $9K (-3%), with total assets most recently reported at $128K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, NC.

ALNC

Full geographic grant map with state-by-state breakdown available with membership.

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