Robert Potter Foundation

Private foundation · Grantmaker Newport Beach, CA EIN: 82-3259500

Robert Potter Foundation is a private foundation focused on Education, based in Newport Beach, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $429K in total assets. In 2024, it awarded 2 grants totaling $20K.

Key facts about Robert Potter Foundation

In short: Robert Potter Foundation gave $20K across 2 grants in 2024 (avg $10K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
82-3259500
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$20,000
Grants made (2024)
2
Average grant
$10,000
Median grant
$10,000
Total assets
$429,023
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$429K

+111.5% YoY

Annual Giving

$20K

Grant Count

2

Avg Grant Size

$10K

Under IRS private-foundation payout rules, Robert Potter Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

How Robert Potter Foundation gives

  • In 2024 it paid out 466% 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 2024 grant dollars across all 2 itemized grants.

States

Cities

Newport BeachSanta Ana

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K0 grants2021 0 grants2022 0 grants2023 2 grants2024

In 2024 it made 2 grants totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Scholarship Prep: $10KScholarship Prep$10KTodos Santos Family Foundation: $10KTodos Santos Family Foundation$10K

The largest 2024 recipient was Scholarship Prep ($10K). Together the top 2 received $20K.

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Scholarship Prep Santa Ana, CATo support a Charter School engaged in ducation of K-3rd grade students in a low income neighborhood in Santa Ana California.$10,000
Todos Santos Family Foundation Newport Beach, CATodos Santos Foundation is engaged in educating low performing students in low income neighborhoods.$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2021 2022 2023 2024
Metric202420232022
Total Assets$429,023$202,883$314,215
Revenue$307,486$2,284$5,501
Expenses$41,346$18,645$382
Qualifying Distributions$41,346$18,645$382
Net Investment Income—$5,620—
Distributable Amount$8,865——

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Robert Potter Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James Russ

    Director

    On filings since 2021

    15 hrs/week

    No compensation reported

  • Lusanna Schurger

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • KC Care

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (3)
  • Former: KC Carey (2022) — Director
  • Former: Alex Shklovski (2021) — Director
  • Former: Richard Winslow (2021) — Director

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Robert Potter Foundation

How much does Robert Potter Foundation give each year?

Robert Potter Foundation gave $20K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.

How large is Robert Potter Foundation?

Robert Potter Foundation reported $429K in total assets on its 2024 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Robert Potter Foundation?

Robert Potter Foundation is a private foundation focused on Education, based in Newport Beach, CA. It holds $429K in total assets as of 2024.

Where does Robert Potter Foundation operate?

Robert Potter Foundation has awarded grants in California.

What is Robert Potter Foundation's EIN?

Robert Potter Foundation's EIN (Employer Identification Number) is 82-3259500. IRS Form 990 filing data is available on this page for 2021–2024.

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

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