The Bill and Bobbi Family Foundation
The Bill and Bobbi Family Foundation is a private foundation based in Newtown Square, Pennsylvania. Its 2024 filing lists grants to charitable organizations in Pennsylvania and several other states, including organizations working in areas such as community philanthropy, education, outdoor access, animal welfare, hunger relief, cancer research, and sustainable agriculture.
The Bill and Bobbi Family Foundation at a glance
In short: The Bill and Bobbi Family Foundation gave $44K across 19 grants in 2024 (avg $2K), top state Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $43,562
- +14.6% vs 2023
- Grants made (2024)
- 19
- +5.6% vs 2023
- Average grant
- $2,293
- +8.6% vs 2023
- Median grant
- $2,500
- Total assets
- $942,006
- +6.3% vs 2023
- Primary geography
- Pennsylvania (48% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Bill and Bobbi Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. It states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: Dunwoody Village Pr 531, Newtown Square, PA 19073
Phone: (610) 647-7698
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Bill and Bobbi Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Dunwoody Village Legacy Fund ($5K). Together the top 10 received $30K.
Grant Size Distribution
82 grants across all recorded years
The most common grant size was under $50K: 82 grants of 82 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went to recipients in multiple states. Pennsylvania accounted for 48%, California 25%, Oregon 7%, Massachusetts 7%, and Florida 6%.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
States
Cities
How The Bill and Bobbi Family Foundation gives
- 74% of 2024 grantees were also funded in 2023. Method
- Giving fell 37% from 2021 to 2024. Method
- In 2024 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $8K (2020) to $70K (2021). In 2024 it made 19 grants totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dunwoody Village Legacy Fund Newtown Square, PA | To Further Organization's Goals. | $4,562 |
| Temple of Shalom Broomall, PA | To Further Organization's Goals. | $4,060 |
| ACLU Foundation Beaverton, OR | To Further Organization's Goals. | $3,000 |
| Unitarian Universalist Service Committee Cambridge, MA | To Further Organization's Goals. | $3,000 |
| Chester Children's Chorus West Chester, PA | To Further Organization's Goals. | $2,500 |
| Chester County Community Foundation West Chester, PA | To Further Organization's Goals. | $2,500 |
| Jupiter Medical Center Found Jupiter, FL | To Further Organization's Goals. | $2,500 |
| Philadelphia Museum of Art Philadelphia, PA | To Further Organization's Goals. | $2,500 |
| T and E Care Southeastern, PA | To Further Organization's Goals. | $2,500 |
| The Friends of Franklin Foundation San Diego, CA | To Further Organization's Goals. | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $942,006 | $110,308 | $54,072 | $43,562 | 19 | $43,562 | $21,939 | $52,547 |
| 2023 | $885,770 | $99,684 | $42,015 | $38,000 | 18 | $38,000 | $17,810 | $44,640 |
| 2022 | $829,621 | $188,451 | $26,898 | $24,000 | 15 | $24,000 | $107,694 | $40,111 |
| 2021 | $668,247 | $91,304 | $72,727 | $69,680 | 26 | $69,680 | $12,913 | $41,252 |
| 2020 | $649,825 | $89,334 | $10,375 | $7,560 | 4 | — | $11,137 | $32,854 |
Under IRS private-foundation payout rules, The Bill and Bobbi Family Foundation reported a distributable amount of $53K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include organizations with varied missions. For example, Chester County Community Foundation says it connects people with causes so philanthropy makes a difference; Clark Atlanta University describes its work as developing students and preparing citizen leaders; and Outdoor Outreach says it connects youth to the transformative power of the outdoors.
Other 2024 grantees describe missions that include providing a safe haven for animals and facilitating adoptions (Baja Animal Sanctuary), connecting people facing hunger with nutritious meals (Feeding San Diego), supporting research on cancer prevention and survival (American Institute for Cancer Research), and educating about sustainable and organic agriculture (The Cornucopia Institute).
Grantmaking
In 2024, the foundation reported 19 grants totaling $43,562. Grants ranged from $500 to $4,562, with a median of $2,500. The largest listed grants were $4,562 to Dunwoody Village Legacy Fund and $4,060 to Temple of Shalom, both in Pennsylvania. Other listed awards included $3,000 each to ACLU Foundation and Unitarian Universalist Service Committee, and $2,500 each to Chester Children’s Chorus, Chester County Community Foundation, Jupiter Medical Center Foundation, Philadelphia Museum of Art, T and E Care, and The Friends of Franklin Foundation.
Other 2024 recipients included Clark Atlanta University ($2,000), Outdoor Outreach ($2,000), Baja Animal Sanctuary ($2,000), Feeding San Diego ($2,000), American Institute for Cancer Research ($500), and The Cornucopia Institute ($500).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists William Potsic, Roberta Potsic, Aime S Potsic, and Jordan D Potsic as trustees.
The Bill and Bobbi Family Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Aime S. Potsic
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Jordan D. Potsic
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Roberta Potsic
Trustee
On filings since 2020
1 hr/week
No compensation reported
William Potsic
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Bill and Bobbi Family Foundation
How much does The Bill and Bobbi Family Foundation give each year?
The Bill and Bobbi Family Foundation gave $44K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $38K across 18 grants.
What is The Bill and Bobbi Family Foundation's typical grant size?
The Bill and Bobbi Family Foundation's median grant in 2024 was $2,500, and its average grant was $2,293, across 19 grants on its 2024 IRS Form 990-PF.
Where does The Bill and Bobbi Family Foundation give grants?
The Bill and Bobbi Family Foundation's top state is Pennsylvania, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (25%) and Oregon (7%). The most frequent recipient cities were San Diego, CA (4 grants), West Chester, PA (2 grants) and Philadelphia, PA (2 grants).
Does The Bill and Bobbi Family Foundation give general operating support?
Not in 2024: none of the 19 grants with a stated purpose on The Bill and Bobbi Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further Organization's Goals." (19 grants).
Who are The Bill and Bobbi Family Foundation's largest grantees?
The Bill and Bobbi Family Foundation's largest 2024 grantees include Dunwoody Village Legacy Fund ($4,562), Temple of Shalom ($4,060) and ACLU Foundation ($3,000), according to its 2024 IRS Form 990-PF. Together they received 27% of its itemized 2024 grant dollars.
How large is The Bill and Bobbi Family Foundation?
The Bill and Bobbi Family Foundation reported $942K in total assets on its 2024 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Bill and Bobbi Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants include organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The Bill and Bobbi Family Foundation?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Bill and Bobbi Family Foundation's EIN?
The Bill and Bobbi Family Foundation's EIN (Employer Identification Number) is 27-4013466. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Bill and Bobbi Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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