Helen Porter Foundation co AMG National Trust Trustee
Helen Porter Foundation co AMG National Trust Trustee is a private foundation, based in Asheville, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $407K in total assets. In 2024, it awarded 3 grants totaling $38K. Net investment income was $88K.
Helen Porter Foundation co AMG National Trust Trustee at a glance
In short: Helen Porter Foundation co AMG National Trust Trustee gave $38K across 3 grants in 2024 (avg $13K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $38,000
- +18.8% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $12,667
- +58.3% vs 2023
- Median grant
- $13,000
- Total assets
- $406,651
- +13.0% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Helen Porter Foundation co AMG National Trust Trustee funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Deerfield Episcopal Retirement Community ($15K). Together the top 3 received $38K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
How Helen Porter Foundation co AMG National Trust Trustee gives
- Giving fell 35% from 2021 to 2024. Method
- In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $32K (2023) to $58K (2021). In 2024 it made 3 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Deerfield Episcopal Retirement Community Asheville, NC | Operational Support | $15,000 |
| Lake Logan Episcopal Center Canton, NC | Operational Support | $13,000 |
| The Cathedral of All Souls Asheville, NC | Operational Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $406,651 | $98,208 | $51,340 | $38,000 | 3 | $41,307 | $88,175 | $34,115 |
| 2023 | $359,783 | $39,252 | $43,429 | $32,000 | 4 | $34,820 | $30,643 | $32,202 |
| 2022 | $363,965 | $12,948 | $55,091 | $41,000 | 4 | $44,464 | $2,321 | $33,640 |
| 2021 | $405,340 | $82,503 | $71,925 | $58,400 | 3 | $61,747 | $72,333 | $36,171 |
| 2020 | $391,810 | $12,971 | $11,303 | — | — | — | $4,437 | $31,864 |
Under IRS private-foundation payout rules, Helen Porter Foundation co AMG National Trust Trustee reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen Porter Foundation co AMG National Trust Trustee's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
AMG National Trust Bank
Trustee
On filings since 2022
1 hr/week
$9K (2022) → $10K (2024)
Andrew A Strauss
Advisor
On filings since 2020
1 hr/week
No compensation reported
Jon L Vannice
Advisor
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Boys Arnold Trust Company (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $10K, to AMG National Trust Bank (Trustee).
Frequently asked questions about Helen Porter Foundation co AMG National Trust Trustee
How much does Helen Porter Foundation co AMG National Trust Trustee give each year?
Helen Porter Foundation co AMG National Trust Trustee gave $38K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $32K across 4 grants.
What is Helen Porter Foundation co AMG National Trust Trustee's typical grant size?
Helen Porter Foundation co AMG National Trust Trustee's median grant in 2024 was $13,000, and its average grant was $12,667, across 3 grants on its 2024 IRS Form 990-PF.
Where does Helen Porter Foundation co AMG National Trust Trustee give grants?
Helen Porter Foundation co AMG National Trust Trustee gives mostly in North Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Asheville, NC (2 grants).
Does Helen Porter Foundation co AMG National Trust Trustee give general operating support?
Yes: 100% of Helen Porter Foundation co AMG National Trust Trustee's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Helen Porter Foundation co AMG National Trust Trustee?
Helen Porter Foundation co AMG National Trust Trustee reported $407K in total assets on its 2024 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What is Helen Porter Foundation co AMG National Trust Trustee's EIN?
Helen Porter Foundation co AMG National Trust Trustee's EIN (Employer Identification Number) is 20-0095793. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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