2024-06-24T02:18:32-04:00 2024-03-31 990PF 2023-04-01 656238435 POTTS FAMILY FOUNDATION % THOMAS H POTTS POTT 3144401802 4056 KENSINGTON HIGH ST NAPLES FL 34105 THOMAS H POTTS PRESIDENT 2024-06-24 THOMAS H POTTS XXX-XX-XXXX 2023 2023-04-26 12:10:37Z X 552404 X 0 X 11625 11625 0 0 44423 131899 44423 0 0 0 0 0 0 0 0 56048 56048 0 1000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 170 0 0 0 0 0 0 0 0 0 0 0 1243 0 0 0 0 0 0 0 0 0 0 455 0 0 0 0 0 0 0 0 0 0 0 2868 0 0 0 72000 72000 74868 0 0 72000 -18820 56048 0 7499 76154 76154 0 0 0 0 0 0 0 0 0 0 338087 266374 476250 0 0 0 0 0 0 0 0 345586 342528 552404 0 0 0 0 0 0 0 0 0 0 0 0 0 X 345586 342528 0 0 0 0 345586 342528 345586 342528 345586 -18820 15762 342528 0 342528 VDE - 135 shares P 2022-05-26 2023-04-11 16020 0 15598 422 0 422 VDE - 146 shares P 2022-05-26 2023-07-11 16936 0 16869 67 0 67 VOO - 130 shares P 2017-04-01 2023-04-11 48943 0 28373 20570 0 20570 VOO - 123 shares P 2017-04-01 2023-06-30 50000 0 26636 23364 0 23364 44423 779 779 779 0 0 0 779 0 0 false false false 0 0 0 false false false false false true FL true false false false false true THOMAS H POTTS 3144401802 4056 KENSINGTON HIGH ST NAPLES FL 34105 false false false false false false false false false false false false false false false false false false false false false THOMAS H POTTS 4056 Kensington High St Naples FL 34105 PRESIDENT 1.00 0 0 0 ROBERT H POTTS JR 800 COPPER RD 3319 COPPER MTN CO 80443 VP 0.50 0 0 0 DAVID L POTTS 310 CHASE RD NORTH SANDWICH NH 03259 TREASURER 0.50 1000 0 0 SUSAN P BLOOM 318 MULBERRY LN HAVERFORD PA 19041 VP 0.50 0 0 0 491090 0 0 491090 0 0 491090 7366 483724 24186 24186 779 0 779 23407 0 23407 0 23407 72000 0 0 0 0 72000 23407 121 2738 50911 23276 74629 46837 198391 72000 121 23386 48593 0 0 246984 0 0 0 0 21 0 0 246984 50911 23276 74629 46837 48596 X Princeton University PO Box 5357 Princeton NJ 08543 No Relationship PC Donation 3000 Community Foundation of Collier Cty 1100 Pine Ridge Road Suite 200 Naples FL 34108 No Relationship PC Donation 1000 The Haverford School 450 Lancaster Avenue Haverford PA 19041 No Relationship PC Donation 8500 The Shipley School 814 Yarrow Street Bryn Mawr PA 19010 No Relationship PF Donation 15000 Summit Foundation PO Box 4000 Breckenridge CO 80424 No Relationship PC Donation 2500 UVA Medical School PO Box 800776 Charlottesville VA 22908 No Relationship PC Donation 13000 Fountain Valley School of Colorado 6155 Fountain Valley Road Colorado Springs CO 80911 No Relationship PC Donation 1000 University of Virginia 150 Madison Lane Charlottesville VA 22908 No Relationship PC Donation 12000 Squam Lakes Association 534 US Route 3 Holderness NH 03245 No Relationship PC Donation 1000 Princeton Wrestling Club c/o Chris Ayres Princeton University Princeton NJ 08540 No Relationship PC Donation 3000 Home Base - Kensington Mass General 125 Nashua St Suite 540 Boston MA 02114 No Relationship PF Donation 1000 Princeton Club of SW Florida PO Box 112795 Naples FL 34108 No Relationship PC Donation 2000 Friends of Princeton Wrestling Jadwyn Gym Princeton University Princeton FL 08540 No Relationship PC Donation 5000 Mainline Arts Center 746 Panmure Road Haverford PA 19041 No Relationship PC Donation 3000 Fletcher Annual Fund - Tufts Univer PO Box 55036 Boston MA 02205 No Relationship PC Donation 1000 72000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 11625 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 44417 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 56042 0 56042 Software cost - Tax990 170 0 0 0 Vanguard S&P 500 Index ETF 160193 355218 Vanguard Energy ETF 106181 121032 Correct error in 2022 - 2023 return where the basis in the VDE investment was too low by this amount 15762 Tax on investment income and gains 1243 0 0 0