Nonprofit · EIN 65-6238435
POTTS FAM FOUNDATION TR
Tax-exempt · NAPLES, FL 34105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $30,303 | $1,598 | $28,705 | $260,265 | $0 | $260,265 |
| March 31, 2025 | 990-PF | $30,790 | $79,949 | -$49,159 | $315,559 | $0 | $315,559 |
| March 31, 2024 | 990-PF | $56,048 | $74,868 | -$18,820 | $342,528 | $0 | $342,528 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $500
- Dividends
- $8,300
- Net gain from sales of assets
- $21,503
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,000
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $84,000
- Excise tax on investment income
- $414
Balance sheet and other
- Total assets, start of year
- $315,559
- Total assets, end of year
- $260,265
- Total liabilities, end of year
- $0
- Net assets, end of year
- $260,265
- Fair market value of assets
- $483,671
- Qualifying distributions
- $84,000
- Net investment income
- $29,803
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 |
|---|---|---|---|
| DAVID L POTTS 310 CHASE RD, NORTH SANDWICH, NH 03259 | TREASURER | 0.5 | $1,000 |
| THOMAS H POTTS 4056 Kensington High St, Naples, FL 34105 | PRESIDENT | 1 | $0 |
| ROBERT H POTTS JR 800 COPPER RD 3319, COPPER MTN, CO 80443 | VP | 0.5 | $0 |
| SUSAN P BLOOM 318 MULBERRY LN, HAVERFORD, PA 19041 | VP | 0.5 | $0 |
990-PF for the year ended March 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L POTTS 310 CHASE RD, NORTH SANDWICH, NH 03259 | TREASURER | 0.5 | $1,000 |
| THOMAS H POTTS 4056 Kensington High St, Naples, FL 34105 | PRESIDENT | 1 | $0 |
| ROBERT H POTTS JR 800 COPPER RD 3319, COPPER MTN, CO 80443 | VP | 0.5 | $0 |
| SUSAN P BLOOM 318 MULBERRY LN, HAVERFORD, PA 19041 | VP | 0.5 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L POTTS 310 CHASE RD, NORTH SANDWICH, NH 03259 | TREASURER | 0.5 | $1,000 |
| THOMAS H POTTS 4056 Kensington High St, Naples, FL 34105 | PRESIDENT | 1 | $0 |
| ROBERT H POTTS JR 800 COPPER RD 3319, COPPER MTN, CO 80443 | VP | 0.5 | $0 |
| SUSAN P BLOOM 318 MULBERRY LN, HAVERFORD, PA 19041 | VP | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 4056 KENSINGTON HIGH ST, NAPLES, FL 34105-5666
- In care of
- % THOMAS H POTTS
- Signed the 990-PF
- THOMAS H POTTS, President
- Phone
- (314) 440-1802
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
- 65-6238435
- 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
- 1997
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $260,265
- Income (IRS master file)
- $75,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $30,303 | $1,598 | $260,265 | XML |
| 990-PF | March 2025 | $30,790 | $79,949 | $315,559 | XML |
| 990-PF | March 2024 | $56,048 | $74,868 | $342,528 | 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 65-6238435).
Questions about POTTS FAM FOUNDATION TR
- What is the EIN of POTTS FAM FOUNDATION TR?
- The employer identification number (EIN) of POTTS FAM FOUNDATION TR is 65-6238435.
- Is POTTS FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to POTTS FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does POTTS FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POTTS FAM FOUNDATION TR 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 POTTS FAM FOUNDATION TR 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 POTTS FAM FOUNDATION TR?
- The 990-PF for the year ended March 31, 2026 lists 4 people; 1 received compensation from the organization, the highest $1,000 (DAVID L POTTS, TREASURER).
- How much revenue does POTTS FAM FOUNDATION TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $30,303, expenses of $1,598 and total assets of $260,265 at year end.
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