Potts Family Foundation

Foundation · Grantmaker Naples, FL EIN: 65-6238435

Potts Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $260K in total assets. In 2026, it made $84K in qualifying distributions. Net investment income was $30K.

Key facts about Potts Family Foundation

EIN
65-6238435
Latest 990 filing
Form 990-PF, 2026
Total assets
$260,265

Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$260K

-17.5% YoY

Revenue

$30K

-1.6% YoY

Qualifying Distributions

$84K

+7.7% YoY

Expenses

$2K

-98.0% YoY

Under IRS private-foundation payout rules, Potts Family Foundation reported a distributable amount of $23K for 2026 — the minimum it must pay out in qualifying distributions.

Is Potts Family Foundation open to new grantees?

13%

first-time grantees, 2025

In 2025, 2 of 16 grantees (13%) were first-time recipients. First grants averaged $3K; repeat grants $5K. How we count

Medians: $3K first-time, $3K repeat.

  • 88% of 2025 grantees were also funded in 2024. Method
  • Giving fell 26% from 2022 to 2025. Method
  • In 2026 it paid out 359% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Your AI grants department

Ready to take the next step with Potts Family Foundation?

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

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

CharlottesvillePrincetonBryn MawrHaverfordNaplesBreckenridgeColorado SpringsHoldernessBostonLaconiaSeattleMoultonboroughVillanova

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K10 grants202112 grants202212 grants202315 grants202416 grants20250 grants2026

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2026

Grant Size Distribution

55 grants across all recorded years

54<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2026.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202120222023202420252026
Metric202620252024
Total Assets$260,265$315,559$342,528
Revenue$30,303$30,790$56,048
Expenses$1,598$79,949$74,868
Qualifying Distributions$84,000$78,000$72,000
Net Investment Income$29,803$30,790$56,048
Distributable Amount$23,367$24,848$23,407

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 July 1, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Potts Family Foundation is led by Thomas H. Potts, President on every filing since 2021; 1 of 4 officers listed in 2026 is compensated.

Officers on the 2026 filing

  • Thomas H. Potts

    President

    On filings since 2021

    1 hr/week

    No compensation reported

  • David L. Potts

    Treasurer

    On filings since 2021

    0.5 hrs/week

    $1K (2022) → $1K (2026)

  • Robert H. Potts Jr.

    Vice President

    On filings since 2021

    0.5 hrs/week

    $1K (2022) → $0 (2026)

  • Susan P. Bloom

    Vice President

    On filings since 2021

    0.5 hrs/week

    No compensation reported

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

David L Potts — Treasurer: $1KDavid L PottsTreasurer$1K

Frequently asked questions about Potts Family Foundation

How large is Potts Family Foundation?

Potts Family Foundation reported $260K in total assets on its 2026 IRS Form 990-PF. It paid out $84K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).

What is Potts Family Foundation?

Potts Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. It holds $260K in total assets as of 2026.

Where does Potts Family Foundation operate?

Potts Family Foundation has awarded grants in Colorado, Florida, Massachusetts, New Hampshire, New Jersey, Pennsylvania, Virginia, Washington.

What is Potts Family Foundation's EIN?

Potts Family Foundation's EIN (Employer Identification Number) is 65-6238435. 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 Potts Family Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Potts Family Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

New Hampshire Charitable Foundation

Concord, NH

The New Hampshire Charitable Foundation funds nonprofits and students, with grants supporting areas such as health, education, housing, the environment, arts, and economic security, primarily benefiting New Hampshire communities. Its 2024 median itemized grant was $25,000, and its Responsive Grants program offers eligible nonprofits up to $10,000; the profile does not state whether it accepts unsolicited requests.

Assets

$1.2B

Grants

949

Total Given

$59.7M

Boston Foundation Inc

Boston, MA

The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

William and Cynthia Marcus

Chestnut Hill, MA

The foundation supports charitable organizations, with recent grants including Jewish community, education, and international relief groups. In 2025, grants ranged from $50 to $32,000, with a median of $1,000; recipients were mainly in Massachusetts, New York, and California. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$788K

Grants

59

Total Given

$279K

The Schifrin Foundation Inc

Center Harbor, NH

The foundation supports a varied mix of charitable work, including battlefield preservation, community services, conservation, and Jewish organizations, with 2025 grants concentrated in Washington, DC, Maryland, and New Hampshire. Its typical grant was $500 in 2025, though awards ranged from $75 to $69,500. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$82K

Grants

43

Total Given

$144K

The Scotto Laporte Charitable Foundation

Boston, MA

Assets

$772K

Grants

24

Total Given

$52K

The Pamela and Laurence Tarica

Sands Point, NY

The foundation supports preselected charitable organizations across areas including Jewish life, conservation, health research, and the arts, with most 2025 funding going to New York and New Hampshire. Its 80 grants ranged from $45 to $428,510, with a median of $1,455. It does not accept unsolicited funding requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5M

Grants

80

Total Given

$1.2M

The Duke of Omnium Fund

New York, NY

The Duke of Omnium Fund supports charitable organizations, with 2025 grants spanning education, culture, health, and conservation; grants ranged from $250 to $54,000, with a median of $1,000. Recent funding went mainly to organizations in Massachusetts, Virginia, and New York, with smaller amounts in New Hampshire and California. It accepts requests by correspondence with an outline of purpose; individuals are not eligible to apply.

Assets

$2.7M

Grants

35

Total Given

$205K

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for

Jacksonville, FL

The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

The Miami Foundation Inc

Miami, FL

The Miami Foundation funds a broad range of work, including arts and culture, health and wellness, economic opportunity, youth and families, equity, and climate resilience; its Community Grants provide flexible two-year general operating support to nonprofits in Greater Miami. In 2023, grants had a median of $21,585, though awards varied widely; the current application cycle is closed, and applications are expected to open in 2027.

Philanthropy, Voluntarism & Grantmaking

Assets

$525.0M

Grants

879

Total Given

$57.2M

Community Foundation of Tampa Bay Inc

Tampa, FL

The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0B

Grants

698

Total Given

$54.3M

Gulf Coast Community Foundation Inc

Venice, FL

Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.

Philanthropy, Voluntarism & Grantmaking

Assets

$533.7M

Grants

651

Total Given

$45.0M

More Funders in Florida

Potts Family Foundation down — hundreds of funders to go?

Want AI to do this for you?