Nonprofit · EIN 20-0095793
HELEN PORTER FOUNDATION
Tax-exempt · ASHEVILLE, NC 28813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $98,208 | $51,340 | $46,868 | $406,651 | $0 | $406,651 |
| December 31, 2023 | 990-PF | $39,252 | $43,429 | -$4,177 | $359,783 | $0 | $359,783 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $13,440
- Interest
- $1,806
- Net gain from sales of assets
- $82,962
Expenses
- Grants and similar amounts paid
- $38,000
- Compensation of officers, directors and key employees
- $9,979
- Disbursements for charitable purposes
- $41,307
- Excise tax on investment income
- $1,226
Balance sheet and other
- Total assets, start of year
- $359,783
- Total assets, end of year
- $406,651
- Total liabilities, end of year
- $0
- Net assets, end of year
- $406,651
- Fair market value of assets
- $726,252
- Qualifying distributions
- $41,307
- Net investment income
- $98,208
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMG National Trust Bank PO Drawer 5277, Asheville, NC 28813 | Trustee | 1 | $9,979 |
| Andrew A Strauss 77 Central Avenue Suite F, Asheville, NC 28801 | Advisor | 1 | $0 |
| Jon L Vannice PO Drawer 2577, Asheville, NC 28813 | Advisor | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMG National Trust Bank PO Drawer 5277, Asheville, NC 28813 | Trustee | 1 | $8,030 |
| Andrew A Strauss 77 Central Avenue Suite F, Asheville, NC 28801 | Advisor | 1 | $0 |
| Jon L Vannice PO Drawer 2577, Asheville, NC 28813 | Advisor | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5277, ASHEVILLE, NC 28813-5277
- In care of
- % BOYS ARNOLD TRUST COMPANY TRUSTEE
- Signed the 990-PF
- David Whilden, Trust Officer
- Phone
- (800) 286-8038
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0095793
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $406,651
- Income (IRS master file)
- $139,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $98,208 | $51,340 | $406,651 | XML |
| 990-PF | December 2023 | $39,252 | $43,429 | $359,783 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0095793).
Questions about HELEN PORTER FOUNDATION
- What is the EIN of HELEN PORTER FOUNDATION?
- The employer identification number (EIN) of HELEN PORTER FOUNDATION is 20-0095793.
- Is HELEN PORTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HELEN PORTER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN PORTER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN PORTER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN PORTER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HELEN PORTER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $9,979 (AMG National Trust Bank, Trustee).
- How much revenue does HELEN PORTER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $98,208, expenses of $51,340 and total assets of $406,651 at year end.
Other nonprofits in ASHEVILLE
- DOGWOOD HEALTH TRUST EIN 83-0590696 · last filed 990-PF for 2024
- THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC EIN 56-1223384 · last filed 990 for 2025
- UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC EIN 56-0576157 · last filed 990 for 2025
- WNC BRIDGE FOUNDATION EIN 56-2110357 · last filed 990 for 2024
- MOUNTAIN BIZCAPITAL INC EIN 14-1864873 · last filed 990 for 2025
- MOROSANI FOUNDATION EIN 82-3813375 · last filed 990-PF for 2025
- VERNER EIN 56-2040462 · last filed 990 for 2025
- TZEDEK SOCIAL JUSTICE FUND EIN 81-4130127 · last filed 990-PF for 2024
All nonprofits in ASHEVILLE · North Carolina · Philanthropy, voluntarism and grantmaking foundations