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Nonprofit · EIN 22-3259552

THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR

Tax-exempt · NORWALK, CT 06854

Financials

−$20K$327K2022$721K$621K2023$1.1M$235K2024
Revenue Expenses · by fiscal year end
Financials of THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$1,090,561$234,808$855,753$4,881,261$0$4,881,261
November 30, 2024990-PF$721,362$620,630$100,732$4,025,508$0$4,025,508
November 30, 2023990-PF-$20,243$326,831-$347,074$3,924,776$0$3,924,776
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$188,976
Net gain from sales of assets
$901,585

Expenses

Grants and similar amounts paid
$180,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$180,000
Excise tax on investment income
$14,497

Balance sheet and other

Total assets, start of year
$4,025,508
Total assets, end of year
$4,881,261
Total liabilities, end of year
$0
Net assets, end of year
$4,881,261
Fair market value of assets
$7,746,740
Qualifying distributions
$180,000
Net investment income
$1,090,561

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT S ANDERSON
1616 WEYBRIDGE CIRCLE, VERO BEACH, FL 32963
TRUSTEE5$0
JOHN CROUCH JR
1703 W QUARTZ ROCK ROAD, PHOENIX, AZ 85085
DIRECTOR2$0
WARD ANDERSON
14 SILVERMINE WOODS, WILTON, CT 06897
DIRECTOR2$0
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
ROBERT S ANDERSON
14 SILVERMINE WOODS, WILTON, CT 06897
TRUSTEE5$0
JOHN CROUCH JR
C/O 280 TOKENEKE ROAD, DARIEN, CT 06820
TRUSTEE2$0
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
ROBERT S ANDERSON
14 SILVERMINE WOODS, WILTON, CT 06897
TRUSTEE5$0
DOUGLAS WILSON
439 WEST JOYCE LANE, ARNOLD, MD 210122240
TRUSTEE2$0

Address and contacts

Address (IRS master file)
800 CONNECTICUT AVENUE WBCO, NORWALK, CT 06854-1631
In care of
% ARTHUR G POTTS JR
Signed the 990-PF
ROBERT ANDERSON, TRUSTEE
Phone
(203) 655-2800
Return prepared by
WALTER BERLINGO & CO 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
22-3259552
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
1993
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$4,881,261
Income (IRS master file)
$1,854,980

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$1,090,561$234,808$4,881,261XML
990-PFNovember 2024$721,362$620,630$4,025,508IRS
990-PFNovember 2023-$20,243$326,831$3,924,776XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––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 22-3259552).

Questions about THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR

What is the EIN of THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR?
The employer identification number (EIN) of THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR is 22-3259552.
Is THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE SHENANDOAH FOUNDATION C/O ARTHUR G POTTS JR have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,090,561, expenses of $234,808 and total assets of $4,881,261 at year end.

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