Tua Justin & Valere B Potter Fdn
Tua Justin & Valere B Potter Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 7 grants totaling $182K. Net investment income was $270K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.6M
+2.1% YoY
Annual Giving
$182K
+51.7% YoY
Grant Count
7
+133.3% YoY
Avg Grant Size
$26K
-35.0% YoY
Under IRS private-foundation payout rules, Tua Justin & Valere B Potter Fdn reported a distributable amount of $306K for 2024 — the minimum it must pay out in qualifying distributions.
About Tua Justin & Valere B Potter Fdn
Based on IRS filings
Tua Justin & Valere B Potter Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 7 grants totaling $182K. Net investment income was $270K.
Focus Areas
Ready to take the next step with Tua Justin & Valere B Potter Fdn?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,551,208 | $4,456,172 | $4,390,893 |
| Revenue | $349,231 | $242,014 | $377,184 |
| Expenses | $254,156 | $178,626 | $233,123 |
| Qualifying Distributions | $208,265 | $140,587 | $198,851 |
| Net Investment Income | $270,435 | $206,507 | $349,529 |
| Distributable Amount | $305,930 | $268,778 | $265,495 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Volunteer State Horsemens' Fdn ($75,000), Vanderbilt University Medical Center ($50,000), Oz Arts Inc ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HERITAGE FDN OF FRANKLINWILLIAMSON CNTY FRANKLIN, TN | UNRESTRICTED GENERAL | $10,000 |
| OZ ARTS INC NASHVILLE, TN | UNRESTRICTED GENERAL | $35,000 |
| FIRST PRESBYTERIAN CHURCH NASHVILLE, TN | UNRESTRICTED GENERAL | $10,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER NASHVILLE, TN | UNRESTRICTED GENERAL | $50,000 |
| THE HARPETH HALL SCHOOL NASHVILLE, TN | UNRESTRICTED GENERAL | $1,000 |
| CURREY INGRAM ACADEMY BRENTWOOD, TN | UNRESTRICTED GENERAL | $1,000 |
| VOLUNTEER STATE HORSEMENS' FDN FRANKLIN, TN | UNRESTRICTED GENERAL | $75,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW BYRD | DIRECTOR | — | — |
| MARIANNE BYRD | DIRECTOR | — | — |
| BANK OF AMERICA NA | TRUSTEE | 1 | $57,099 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tua Justin & Valere B Potter Fdn?
Tua Justin & Valere B Potter Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $4.6M in total assets as of 2024.
How large is Tua Justin & Valere B Potter Fdn?
As of 2024, Tua Justin & Valere B Potter Fdn holds $4.6M in total assets with $349K in annual revenue. It awarded 7 grants totaling $182K in 2024.
Where does Tua Justin & Valere B Potter Fdn operate?
Tua Justin & Valere B Potter Fdn has awarded grants in Massachusetts, Rhode Island, Tennessee, West Virginia.
What size grants does Tua Justin & Valere B Potter Fdn award?
In 2024, Tua Justin & Valere B Potter Fdn awarded 7 grants totaling $182K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Tua Justin & Valere B Potter Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tua Justin & Valere B Potter Fdn reported a distributable amount of $306K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tua Justin & Valere B Potter Fdn's EIN?
Tua Justin & Valere B Potter Fdn's EIN (Employer Identification Number) is 62-6306577. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Tua Justin & Valere B Potter Fdn's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
The Community Foundation of Middle
NASHVILLE, TN
Assets
$832.0M
Grants
2,450
Total Given
$107.1M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
Christian Community Foundation of
MEMPHIS, TN
Assets
$218.6M
Grants
612
Total Given
$82.3M
Henry Laird Smith Foundation
NASHVILLE, TN
Assets
$12.5M
Grants
50
Total Given
$623K
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Patricia and Rodes Hart Foundation
BRENTWOOD, TN
Assets
$4K
Grants
13
Total Given
$311K
Enchiridion Foundation
NASHVILLE, TN
Assets
—
Grants
94
Total Given
$1.6M
More Funders in Texas
Data last updated April 2026. Sourced from IRS Form 990-PF filings.