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Nonprofit · EIN 14-6016858

STEPHEN J POTTER MEMORIAL FOUNDATION INC

Tax-exempt · TICONDEROGA, NY 12883

Financials

$5K$30K2022$13K$30K2023$21K$35K2024
Revenue Expenses · by fiscal year end
Financials of STEPHEN J POTTER MEMORIAL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$20,723$34,668-$13,945$436,390$0$436,390
September 30, 2024990-PF$13,261$30,009-$16,748$470,987$0$470,987
September 30, 2023990-PF$5,105$30,047-$24,942$412,323$0$412,323
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$11,386
Interest
$2,389
Net gain from sales of assets
$6,948

Expenses

Grants and similar amounts paid
$22,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$22,000
Excise tax on investment income
$204

Balance sheet and other

Total assets, start of year
$470,987
Total assets, end of year
$436,390
Total liabilities, end of year
$0
Net assets, end of year
$436,390
Fair market value of assets
$436,390
Qualifying distributions
$22,000
Net investment income
$20,723

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS MORHOUSE
440 BLACK POINT RD, TICONDEROGA, NY 12883
PRESIDENT1$0
RICHARD BARTLETT
49 MOSSY POINT ROAD, TICONDEROGA, NY 12883
1ST VICE PRESIDENT1$0
SHERIDAN BURLEIGH
347 BLACK POINT RD, TICONDEROGA, NY 12883
SECRETARY/TREASURER1$0
JAMES O'TOOLE
8939 LAKESHORE ROAD - B575, HAGUE, NY 12836
DIRECTOR1$0
PETER REALE
PO BOX 253, CLEVERDALE, NY 12820
DIRECTOR1$0
LYNNE LENHART
93 CHAMPLAIN AVENUE, TICONDEROGA, NY 12883
DIRECTOR1$0
ROBERT SUTPHEN
99 PINE SPRINGS PARK, TICONDEROGA, NY 12883
DIRECTOR1$0
990-PF for the year ended September 30, 2024: 7 people
NameTitleHours / weekCompensation
THOMAS MORHOUSE
440 BLACK POINT RD, TICONDEROGA, NY 12883
PRESIDENT0$0
RICHARD BARTLETT
49 MOSSY POINT ROAD, TICONDEROGA, NY 12883
1ST VICE PRE0$0
SHERIDAN BURLEIGH
347 BLACK POINT RD, TICONDEROGA, NY 12883
SECRETARY/TR0$0
JAMES O'TOOLE
8939 LAKESHORE ROAD - B575, HAGUE, NY 12836
DIRECTOR0$0
PETER REALE
PO BOX 253, CLEVERDALE, NY 12820
DIRECTOR0$0
LYNNE LENHART
93 CHAMPLAIN AVENUE, TICONDEROGA, NY 12883
DIRECTOR0$0
JOHN MCDONALD
PO BOX 391, TICONDEROGA, NY 12883
EMERITUS0$0
990-PF for the year ended September 30, 2023: 7 people
NameTitleHours / weekCompensation
THOMAS MORHOUSE
440 BLACK POINT RD, TICONDEROGA, NY 12883
PRESIDENT0$0
RICHARD BARTLETT
49 MOSSY POINT ROAD, TICONDEROGA, NY 12883
1ST VICE PRE0$0
SHERIDAN BURLEIGH
347 BLACK POINT RD, TICONDEROGA, NY 12883
SECRETARY/TR0$0
JAMES O'TOOLE
8939 LAKESHORE ROAD - B575, HAGUE, NY 12836
DIRECTOR0$0
PETER REALE
PO BOX 253, CLEVERDALE, NY 12820
DIRECTOR0$0
LYNNE LENHART
93 CHAMPLAIN AVENUE, TICONDEROGA, NY 12883
DIRECTOR0$0
JOHN MCDONALD
PO BOX 391, TICONDEROGA, NY 12883
EMERITUS0$0

Address and contacts

Address (IRS master file)
118 CANNONBALL PATH, TICONDEROGA, NY 12883-1378
In care of
% JOHN MCDONALD
Signed the 990-PF
SHERIDAN BURLEIGH, SECRETARY/TREASURER
Phone
(518) 585-6820
Return prepared by
C3 ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
14-6016858
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
1967
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$436,390
Income (IRS master file)
$123,271

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$20,723$34,668$436,390XML
990-PFSeptember 2024$13,261$30,009$470,987XML
990-PFSeptember 2023$5,105$30,047$412,323XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 14-6016858).

Questions about STEPHEN J POTTER MEMORIAL FOUNDATION INC

What is the EIN of STEPHEN J POTTER MEMORIAL FOUNDATION INC?
The employer identification number (EIN) of STEPHEN J POTTER MEMORIAL FOUNDATION INC is 14-6016858.
Is STEPHEN J POTTER MEMORIAL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to STEPHEN J POTTER MEMORIAL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEPHEN J POTTER MEMORIAL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHEN J POTTER MEMORIAL FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEPHEN J POTTER MEMORIAL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of STEPHEN J POTTER MEMORIAL FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does STEPHEN J POTTER MEMORIAL FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $20,723, expenses of $34,668 and total assets of $436,390 at year end.

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