Potts Family Foundation
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2026
Grant Size Distribution
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2026.
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 1, 2026)
- 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
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.
Here's the math on researching Potts Family Foundation by hand.
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