Nonprofit · EIN 35-6290997
ROBERT & ELAINE POTT FOUNDATION
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $789,572 | $432,999 | $356,573 | $5,782,165 | $0 | $5,782,165 |
| March 31, 2025 | 990-PF | $475,126 | $392,102 | $83,024 | $5,425,601 | $0 | $5,425,601 |
| March 31, 2024 | 990-PF | $378,061 | $329,919 | $48,142 | $5,329,609 | $0 | $5,329,609 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $150,779
- Net gain from sales of assets
- $638,507
- Other income
- $286
Expenses
- Grants and similar amounts paid
- $325,302
- Compensation of officers, directors and key employees
- $97,525
- Disbursements for charitable purposes
- $341,431
- Excise tax on investment income
- $9,789
Balance sheet and other
- Total assets, start of year
- $5,425,601
- Total assets, end of year
- $5,782,165
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,782,165
- Fair market value of assets
- $6,711,492
- Qualifying distributions
- $341,431
- Net investment income
- $789,115
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $97,525 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $93,558 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $84,580 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % CITIZENS NATIONAL BANK TRUSTEE
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6290997
- 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
- 1977
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,782,165
- Income (IRS master file)
- $3,111,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $789,572 | $432,999 | $5,782,165 | XML |
| 990-PF | March 2025 | $475,126 | $392,102 | $5,425,601 | XML |
| 990-PF | March 2024 | $378,061 | $329,919 | $5,329,609 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 35-6290997).
Questions about ROBERT & ELAINE POTT FOUNDATION
- What is the EIN of ROBERT & ELAINE POTT FOUNDATION?
- The employer identification number (EIN) of ROBERT & ELAINE POTT FOUNDATION is 35-6290997.
- Is ROBERT & ELAINE POTT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to ROBERT & ELAINE POTT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & ELAINE POTT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & ELAINE POTT FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT & ELAINE POTT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of ROBERT & ELAINE POTT FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $97,525 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does ROBERT & ELAINE POTT FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $789,572, expenses of $432,999 and total assets of $5,782,165 at year end.
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