Potter May Trust Uw for SBVF

Private foundation · Grantmaker Dallas, TX EIN: 04-6951490

Potter May Trust Uw for SBVF is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $898K in total assets. In 2026, it awarded 1 grant totaling $49K. Net investment income was $114K.

Key facts about Potter May Trust Uw for SBVF

In short: Potter May Trust Uw for SBVF gave $49K across 1 grant in 2026 (avg $49K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.

EIN
04-6951490
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$49,237
Grants made (2026)
1
Average grant
$49,237
Median grant
$49,237
Total assets
$897,706
Primary geography
Connecticut (100% 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

$898K

+12.9% YoY

Annual Giving

$49K

+27.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$49K

+27.7% YoY

Under IRS private-foundation payout rules, Potter May Trust Uw for SBVF reported a distributable amount of $48K for 2026 — the minimum it must pay out in qualifying distributions.

How Potter May Trust Uw for SBVF gives

  • Giving grew 56% from 2023 to 2026. Method
  • In 2026 it paid out 119% 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 2026 grant dollars on its one itemized grant.

States

Cities

Old Greenwich

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $31K (2023) to $49K (2026). In 2026 it made 1 grant totaling $49K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Sound Beach Volunteer Services Fdn Inc: $49KSound Beach Volunteer ServicesFdn Inc$49K

The largest 2026 recipient was Sound Beach Volunteer Services Fdn Inc ($49K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Sound Beach Volunteer Services Fdn Inc Old Greenwich, CTUnrestricted General$49,237

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$897,706$795,212$777,803
Revenue$124,503$77,497$32,686
Expenses$69,179$54,338$47,339
Qualifying Distributions$57,518$44,231$38,453
Net Investment Income$114,086$67,092$21,525
Distributable Amount$48,436$44,694$41,446

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

Potter May Trust Uw for SBVF's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $13K (2022) → $14K (2026)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

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

Bank of America — Trustee: $14KBank of AmericaTrustee$14K

The highest reported compensation on the 2026 filing was $14K, to Bank of America (Trustee).

Frequently asked questions about Potter May Trust Uw for SBVF

How much does Potter May Trust Uw for SBVF give each year?

Potter May Trust Uw for SBVF gave $49K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $39K across 1 grant.

How large is Potter May Trust Uw for SBVF?

Potter May Trust Uw for SBVF reported $898K in total assets on its 2026 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets).

Where does Potter May Trust Uw for SBVF operate?

Potter May Trust Uw for SBVF has awarded grants in Connecticut.

What is Potter May Trust Uw for SBVF's EIN?

Potter May Trust Uw for SBVF's EIN (Employer Identification Number) is 04-6951490. 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.

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