Nonprofit · EIN 62-6306577
THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $349,231 | $254,156 | $95,075 | $4,551,208 | $0 | $4,551,208 |
| December 31, 2023 | 990-PF | $242,014 | $178,626 | $63,388 | $4,456,172 | $0 | $4,456,172 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $35,520
- Dividends
- $112,018
- Net gain from sales of assets
- $201,693
Expenses
- Grants and similar amounts paid
- $182,000
- Compensation of officers, directors and key employees
- $57,099
- Disbursements for charitable purposes
- $208,265
- Excise tax on investment income
- $3,759
Balance sheet and other
- Total assets, start of year
- $4,456,172
- Total assets, end of year
- $4,551,208
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,551,208
- Fair market value of assets
- $6,506,370
- Qualifying distributions
- $208,265
- Net investment income
- $313,120
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $57,099 |
| ANDREW BYRD 4419 HARDING PLACE, NASHVILLE, TN 37205 | DIRECTOR | 0 | $0 |
| MARIANNE BYRD 4419 HARDING PLACE, NASHVILLE, TN 37205 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA 110 N WACKER IL4-110-07-03, CHICAGO, IL 60606 | TRUSTEE | 1 | $48,641 |
| ANDREW BYRD 4419 HARDING PLACE, NASHVILLE, TN 37205 | DIRECTOR | 0 | $0 |
| MARIANNE BYRD 4419 HARDING PLACE, NASHVILLE, TN 37205 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA IL1-231-14-19
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
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 | Not 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
- 62-6306577
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $4,551,208
- Income (IRS master file)
- $1,667,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $349,231 | $254,156 | $4,551,208 | XML |
| 990-PF | December 2023 | $242,014 | $178,626 | $4,456,172 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 62-6306577).
Questions about THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION
- What is the EIN of THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION?
- The employer identification number (EIN) of THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION is 62-6306577.
- Is THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $57,099 (BANK OF AMERICA NA, TRUSTEE).
- How much revenue does THE JUSTIN AND VALERIE BLAIR POTTER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $349,231, expenses of $254,156 and total assets of $4,551,208 at year end.
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