F & M Potter Memorial Fnd

Private foundation · Grantmaker Dallas, TX EIN: 59-7238035

F & M Potter Memorial Fnd is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $6.9M in total assets. In 2026, it awarded 3 grants totaling $543K. Net investment income was $390K.

Key facts about F & M Potter Memorial Fnd

In short: F & M Potter Memorial Fnd gave $543K across 3 grants in 2026 (avg $181K), mostly in Florida. Source: 2026 IRS Form 990-PF.

EIN
59-7238035
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$542,996
Grants made (2026)
3
Average grant
$180,999
Median grant
$162,899
Total assets
$6,918,481
Primary geography
Florida (60% of itemized 2026 grant dollars)

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$6.9M

-2.8% YoY

Annual Giving

$543K

+17.4% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$181K

+17.4% YoY

Under IRS private-foundation payout rules, F & M Potter Memorial Fnd reported a distributable amount of $628K for 2026 — the minimum it must pay out in qualifying distributions.

How F & M Potter Memorial Fnd gives

  • Giving held roughly steady from 2023 to 2026 (+9%). Method
  • In 2026 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

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

Your AI grants department

Ready to take the next step with F & M Potter Memorial Fnd?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2026 grant dollars across all 3 itemized grants.

Cities

Daytona BeachOrmond BeachWheeling

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025 3 grants2026

From 2021 to 2026, annual grant giving ranged from $403K (2021) to $543K (2026). In 2026 it made 3 grants totaling $543K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

First Presbyterian Church: $217KFirst Presbyterian Church$217KSeabreeze United Church: $163KSeabreeze United Church$163KOrmond Beach Presbyterian Church: $163KOrmond Beach PresbyterianChurch$163K

The largest 2026 recipient was First Presbyterian Church ($217K). Together the top 3 received $543K.

Grant Size Distribution

15 grants across all recorded years

<$50K$50–100K15$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Presbyterian Church Wheeling, WVUnrestricted General$217,198
Seabreeze United Church Daytona Beach, FLUnrestricted General$162,899
Ormond Beach Presbyterian Church Ormond Beach, FLUnrestricted General$162,899

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$6,918,481$7,118,094$7,372,508
Revenue$542,592$470,891$1,036,178
Expenses$788,881$702,665$664,414
Qualifying Distributions$639,319$550,303$525,916
Net Investment Income$389,703$334,470$908,390
Distributable Amount$628,264$568,220$528,050

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

F & M Potter Memorial Fnd's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.

Officers on the 2026 filing

  • Bank Of America N A

    Co-Trustee

    On filings since 2021

    1 hr/week

    $95K (2021) → $120K (2026)

  • Hewitt Dupont

    Co-Trustee

    On filings since 2021

    20 hrs/week

    $98K (2021) → $120K (2026)

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Hewitt Dupont — Co-Trustee: $120KHewitt DupontCo-Trustee$120KBank of America N a — Co-Trustee: $120KBank of America N aCo-Trustee$120K

The highest reported compensation on the 2026 filing was $120K, to Hewitt Dupont (Co-Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about F & M Potter Memorial Fnd

How much does F & M Potter Memorial Fnd give each year?

F & M Potter Memorial Fnd gave $543K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $463K across 3 grants.

What is F & M Potter Memorial Fnd's typical grant size?

F & M Potter Memorial Fnd's median grant in 2026 was $162,899, and its average grant was $180,999, across 3 grants on its 2026 IRS Form 990-PF.

Where does F & M Potter Memorial Fnd give grants?

F & M Potter Memorial Fnd gives mostly in Florida: 60% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was West Virginia (40%).

Does F & M Potter Memorial Fnd give general operating support?

Yes: 100% of F & M Potter Memorial Fnd's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.

How large is F & M Potter Memorial Fnd?

F & M Potter Memorial Fnd reported $6.9M in total assets on its 2026 IRS Form 990-PF. It paid out $639K in qualifying distributions that year, against a required minimum of $628K (roughly 5% of its investment assets).

What is F & M Potter Memorial Fnd's EIN?

F & M Potter Memorial Fnd's EIN (Employer Identification Number) is 59-7238035. IRS Form 990 filing data is available on this page for 2021–2026.

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

Your AI grants department

Here's the math on researching F & M Potter Memorial Fnd by hand.

Explore Open Grants

Browse active grant opportunities in F & M Potter Memorial Fnd's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Alys B Baines Charitable Trust

Orlando, FL

Support of first presbyterian church of charleston, West Virginia

Assets

$2.2M

Grants

1

Total Given

$60K

Charles C Schwob Charitable Trust

Orlando, FL

Assets

$3.4M

Grants

1

Total Given

$163K

Louise Bowen Morris Charitable Trust First

Raleigh, NC

Assets

$918K

Grants

2

Total Given

$51K

Charles Atkinson Charitable Trust

Chicago, IL

Assets

$167K

Grants

4

Total Given

$7K

Skriner Family Foundation

Columbus, OH

Assets

$1.0M

Grants

5

Total Given

$24K

Lillie B Gould Perpetual Charitable - RBC

Wilmington, DE

Provide for the support of the charities named in the lillie b gould charitable trust.

Assets

$2.7M

Grants

5

Total Given

$111K

Stella Fuller Settlement Inc

Huntington, WV

Human Services

Assets

$435K

Grants

7

Total Given

$26K

Tr UA Russell Mitchellchildrens Hosp

Dallas, TX

Assets

$552K

Grants

8

Total Given

$23K

Hilda Smith Permanent Scholarship Endowment

Kansas City, MO

Philanthropy, Voluntarism & Grantmaking

Assets

$452K

Grants

9

Total Given

$18K

Esbenshade Foundation

Vienna, WV

The Esbenshade Foundation funds medical care, education, schools, and community and charitable organizations, with 2025 grants ranging from $1,000 to $250,000 and a median of $13,750. Its recent giving spans Ohio, New Jersey, North Carolina, West Virginia, and Florida; it supports only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$8.8M

Grants

10

Total Given

$546K

Williamstown Womens Club

Williamstown, WV

The Williamstown Womens Club supports scholarships, local schools and libraries, food assistance, and other community programs, with 2024 grants ranging from $25 to $600. Its reported grants went to recipients in West Virginia; the 2023 filing says to submit a letter of intent to Marsha Huston and lists no deadline.

Public, Societal Benefit

Assets

$18K

Grants

11

Total Given

$2K

Evan G Roberts Charitable Trust

Morgantown, WV

The Evan G Roberts Charitable Trust supports well-established charitable, religious, and educational institutions in Marshall County, West Virginia; recent grants have funded schools, community services, arts and heritage, and other local organizations. In 2025 it made 11 grants ranging from $3,120 to $24,000, with a median of $15,776. It does not limit giving to preselected organizations; contact Patricia L. Watson for an application form.

Assets

$2.9M

Grants

11

Total Given

$154K

More Funders in Texas

F & M Potter Memorial Fnd down — hundreds of funders to go?

Want AI to do this for you?