Nonprofit · EIN 82-1726161
POTTER FAMILY FOUNDATION
Tax-exempt · SAN MATEO, CA 94403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $942 | $9,495 | -$8,553 | $38,089 | $0 | $38,089 |
| June 30, 2025 | 990-PF | $16,644 | $10,523 | $6,121 | $44,332 | $0 | $44,332 |
| June 30, 2024 | 990-PF | $10 | $11,550 | -$11,540 | $38,211 | $0 | $38,211 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $941
- Interest
- $1
Expenses
- Grants and similar amounts paid
- $7,500
- Disbursements for charitable purposes
- $7,500
- Excise tax on investment income
- $11
Balance sheet and other
- Total assets, start of year
- $44,332
- Total assets, end of year
- $38,089
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,089
- Fair market value of assets
- $38,089
- Qualifying distributions
- $7,500
- Net investment income
- $942
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORRAINE POTTER 3904 MARSHALL AVE, SAN MATEO, CA 94403 | TRUSTEE | 2 | $0 |
| RAND POTTER 3904 MARSHALL AVE, SAN MATEO, CA 94403 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORRAINE POTTER 3904 MARSHALL AVE, SAN MATEO, CA 94403 | TRUSTEE | 2 | $0 |
| RAND POTTER 3904 MARSHALL AVE, SAN MATEO, CA 94403 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORRAINE POTTER 3904 MARSHALL AVE, SAN MATEO, CA 94403 | TRUSTEE | 2 | $0 |
| RAND POTTER 3904 MARSHALL AVE, SAN MATEO, CA 94403 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3904 MARSHALL AVE, SAN MATEO, CA 94403-4123
- Signed the 990-PF
- LORRAINE POTTER, TRUSTEE
- Phone
- (650) 572-8027
- Return prepared by
- ALLIED TAX PLANNERS
California records
California keeps its own records of charities and corporations. Search them by EIN 82-1726161 or by the name POTTER FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-1726161
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $38,089
- Income (IRS master file)
- $942
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $942 | $9,495 | $38,089 | XML |
| 990-PF | June 2025 | $16,644 | $10,523 | $44,332 | XML |
| 990-PF | June 2024 | $10 | $11,550 | $38,211 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 82-1726161).
Questions about POTTER FAMILY FOUNDATION
- What is the EIN of POTTER FAMILY FOUNDATION?
- The employer identification number (EIN) of POTTER FAMILY FOUNDATION is 82-1726161.
- Is POTTER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to POTTER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does POTTER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POTTER FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POTTER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of POTTER FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does POTTER FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $942, expenses of $9,495 and total assets of $38,089 at year end.
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