Eugene W Potter Jr and

Private foundation · Grantmaker Bronxville, NY EIN: 13-4015247

Eugene W Potter Jr and is a private foundation, based in Bronxville, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $180K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $8K.

Key facts about Eugene W Potter Jr and

In short: Eugene W Potter Jr and gave $3K across 1 grant in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
13-4015247
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,200
Grants made (2025)
1
Average grant
$3,200
Median grant
$3,200
Total assets
$179,904
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$180K

+2.8% YoY

Annual Giving

$3K

+166.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$3K

+166.7% YoY

Under IRS private-foundation payout rules, Eugene W Potter Jr and reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.

How Eugene W Potter Jr and gives

  • Giving fell 74% from 2022 to 2025. Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of the 2025 grant dollars on its one itemized grant.

Cities

Tupper LakeNantucketArlingtonBronxCantonDallasLong LakeNorwalk

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K0 grants2020 9 grants2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $1K (2024) to $12K (2022). In 2025 it made 1 grant totaling $3K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Shingle Shanty Preserve and Research Station: $3KShingle Shanty Preserve andResearch Station$3K

The largest 2025 recipient was Shingle Shanty Preserve and Research Station ($3K).

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Shingle Shanty Preserve and Research Station Tupper Lake, NYGeneral Support$3,200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$179,904$175,003$168,461
Revenue$10,908$10,523$12,094
Expenses$6,007$3,981$11,915
Qualifying Distributions$5,900$3,876$11,763
Net Investment Income$8,100$7,743$7,529
Distributable Amount$5,956$6,276$8,278

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 15, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

Leadership & Key People

Officers and directors from IRS filings

Eugene W Potter Jr and is led by Melinda R. Potter, President & Director on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Melinda R. Potter

    President & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Peyson W. Potter

    Secretary & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Winslow W. Potter

    Treasurer & Director

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Eugene W Potter Jr and

How much does Eugene W Potter Jr and give each year?

Eugene W Potter Jr and gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.

How large is Eugene W Potter Jr and?

Eugene W Potter Jr and reported $180K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Eugene W Potter Jr and operate?

Eugene W Potter Jr and has awarded grants in Connecticut, Massachusetts, New York, Texas, Virginia.

What is Eugene W Potter Jr and's EIN?

Eugene W Potter Jr and's EIN (Employer Identification Number) is 13-4015247. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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