Helen Porter Foundation co AMG National Trust Trustee
Helen Porter Foundation co AMG National Trust Trustee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$407K
+13.0% YoY
Annual Giving
$38K
+18.8% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$13K
+58.3% YoY
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.
About Helen Porter Foundation co AMG National Trust Trustee
Based on IRS filings
Helen Porter Foundation co AMG National Trust Trustee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $406,651 | $359,783 | $363,965 |
| Revenue | $98,208 | $39,252 | $12,948 |
| Expenses | $51,340 | $43,429 | $55,091 |
| Qualifying Distributions | $41,307 | $34,820 | $44,464 |
| Net Investment Income | $88,175 | $30,643 | $2,321 |
| Distributable Amount | $34,115 | $32,202 | $33,640 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Deerfield Episcopal Retirement Community ($15,000), Lake Logan Episcopal Center ($13,000), The Cathedral of All Souls ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Lake Logan Episcopal Center Canton, NC | OPERATIONAL SUPPORT | $13,000 |
| Deerfield Episcopal Retirement Community Asheville, NC | OPERATIONAL SUPPORT | $15,000 |
| The Cathedral of All Souls Asheville, NC | OPERATIONAL SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen Porter Foundation co AMG National Trust Trustee?
Helen Porter Foundation co AMG National Trust Trustee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ASHEVILLE, NC. It holds $407K in total assets as of 2024.
How large is Helen Porter Foundation co AMG National Trust Trustee?
As of 2024, Helen Porter Foundation co AMG National Trust Trustee holds $407K in total assets with $98K in annual revenue. It awarded 3 grants totaling $38K in 2024.
Where does Helen Porter Foundation co AMG National Trust Trustee operate?
Helen Porter Foundation co AMG National Trust Trustee has awarded grants in North Carolina.
What size grants does Helen Porter Foundation co AMG National Trust Trustee award?
In 2024, Helen Porter Foundation co AMG National Trust Trustee awarded 3 grants totaling $38K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Helen Porter Foundation co AMG National Trust Trustee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Porter Foundation co AMG National Trust Trustee reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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