JW Potts Residuary Fund

Private foundation · Grantmaker Brooklyn, OH EIN: 14-6011503

JW Potts Residuary Fund is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $519K in total assets. In 2025, it awarded 1 grant totaling $51K. Net investment income was $53K.

Key facts about JW Potts Residuary Fund

In short: JW Potts Residuary Fund gave $51K across 1 grant in 2025 (avg $51K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
14-6011503
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$51,445
Grants made (2025)
1
Average grant
$51,445
Median grant
$51,445
Total assets
$519,399
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

$519K

-0.6% YoY

Annual Giving

$51K

-49.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$51K

-49.3% YoY

Under IRS private-foundation payout rules, JW Potts Residuary Fund reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.

How JW Potts Residuary Fund gives

  • Giving grew 76% from 2022 to 2025. Method
  • In 2025 it paid out 151% of its IRS minimum distribution (the 5% rule). 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

1state

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

States

Cities

Albany

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $9K (2020) to $101K (2024). In 2025 it made 1 grant totaling $51K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

St Peters Episcopal Church: $51KSt Peters Episcopal Church$51K

The largest 2025 recipient was St Peters Episcopal Church ($51K).

Grant Size Distribution

5 grants across all recorded years

3<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Peters Episcopal Church Albany, NYGeneral Operating$51,445

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$519,399$522,361$558,115
Revenue$60,478$76,861$60,571
Expenses$63,446$112,610$58,839
Qualifying Distributions$54,906$103,934$51,716
Net Investment Income$53,094$68,332$53,494
Distributable Amount$36,267$35,361$34,609

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 January 25, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 28, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 11, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

JW Potts Residuary Fund's only listed officer is Keybank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Keybank N A

    Trustee

    On filings since 2020

    1 hr/week

    $9K (2020) → $10K (2025)

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.

Compensation Overview

From 2025 IRS filing

Keybank N a — Trustee: $10KKeybank N aTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to Keybank N a (Trustee).

Frequently asked questions about JW Potts Residuary Fund

How much does JW Potts Residuary Fund give each year?

JW Potts Residuary Fund gave $51K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 1 grant.

How large is JW Potts Residuary Fund?

JW Potts Residuary Fund reported $519K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).

Where does JW Potts Residuary Fund operate?

JW Potts Residuary Fund has awarded grants in New York.

What is JW Potts Residuary Fund's EIN?

JW Potts Residuary Fund's EIN (Employer Identification Number) is 14-6011503. 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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