Robert Potter Foundation

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.

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.

About Robert Potter Foundation

Based on IRS filings

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.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Newport BeachSanta Ana

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$85K$169K$254K$338K2021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K0 grants20210 grants20220 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Scholarship Prep$10KTodos Santos Family Foun…$10K

Grant Size Distribution

2 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Scholarship Prep ($10,000), Todos Santos Family Foundation ($10,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
James RussDirector15
Lusanna SchurgerDirector1
KC CareDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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.

How large is Robert Potter Foundation?

As of 2024, Robert Potter Foundation holds $429K in total assets with $307K in annual revenue. It awarded 2 grants totaling $20K in 2024.

Where does Robert Potter Foundation operate?

Robert Potter Foundation has awarded grants in California.

What size grants does Robert Potter Foundation award?

In 2024, Robert Potter Foundation awarded 2 grants totaling $20K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Robert Potter Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert Potter Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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