Nonprofit · EIN 36-7014358
POTTERS CLAY FOUNDATION
Also known as C-O PHILIP AND GERALYN K LU
Tax-exempt · WINNETKA, IL 60093
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $358,429 | $171,215 | $187,214 | $1,436,582 | $0 | $1,436,582 |
| December 31, 2024 | 990-PF | $46,320 | $166,215 | -$119,895 | $1,787,266 | $0 | $1,787,266 |
| December 31, 2023 | 990-PF | -$3,610 | $156,215 | -$159,825 | $1,613,477 | $0 | $1,613,477 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,914
- Interest
- $10,272
- Net gain from sales of assets
- $342,243
Expenses
- Grants and similar amounts paid
- $170,000
- Disbursements for charitable purposes
- $170,000
- Excise tax on investment income
- $4,965
Balance sheet and other
- Total assets, start of year
- $1,787,266
- Total assets, end of year
- $1,436,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,436,582
- Fair market value of assets
- $2,853,747
- Qualifying distributions
- $170,000
- Net investment income
- $358,429
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP Y LU P O BOX 198, WINNETKA, IL 60093 | TRUSTEE | 4 | $0 |
| GERALYN K LU P O BOX 198, WINNETKA, IL 60093 | TRUSTEE | 4 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP Y LU P O BOX 198, WINNETKA, IL 60093 | TRUSTEE | 4 | $0 |
| GERALYN K LU P O BOX 198, WINNETKA, IL 60093 | TRUSTEE | 4 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP Y LU P O BOX 198, WINNETKA, IL 60093 | TRUSTEE | 4 | $0 |
| GERALYN K LU P O BOX 198, WINNETKA, IL 60093 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 198, WINNETKA, IL 60093-0198
- Signed the 990-PF
- GERALYN K LU, TRUSTEE
- Phone
- (847) 386-9070
- Return prepared by
- M P KRUGMAN & CO
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 | 990-PF 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
- 36-7014358
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82J)
- Assets (IRS master file)
- $1,436,582
- Income (IRS master file)
- $419,105
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $358,429 | $171,215 | $1,436,582 | IRS |
| 990-PF | December 2024 | $46,320 | $166,215 | $1,787,266 | IRS |
| 990-PF | December 2023 | -$3,610 | $156,215 | $1,613,477 | 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 36-7014358).
Questions about POTTERS CLAY FOUNDATION
- What is the EIN of POTTERS CLAY FOUNDATION?
- The employer identification number (EIN) of POTTERS CLAY FOUNDATION is 36-7014358.
- Is POTTERS CLAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to POTTERS CLAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does POTTERS CLAY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POTTERS CLAY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POTTERS CLAY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of POTTERS CLAY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does POTTERS CLAY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $358,429, expenses of $171,215 and total assets of $1,436,582 at year end.
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