Tua Justin & Valere B Potter Fdn
Tua Justin & Valere B Potter Fdn is a private foundation, 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.
Key facts about Tua Justin & Valere B Potter Fdn
In short: Tua Justin & Valere B Potter Fdn gave $182K across 7 grants in 2024 (avg $26K), mostly in Tennessee. Source: 2024 IRS Form 990-PF.
- EIN
- 62-6306577
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $182,000
- Grants made (2024)
- 7
- Average grant
- $26,000
- Median grant
- $10,000
- Total assets
- $4,551,208
- Primary geography
- Tennessee (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
$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.
How Tua Justin & Valere B Potter Fdn gives
- Giving held roughly steady from 2021 to 2024 (+10%). Method
- In 2024 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of 2024 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $120K (2023) to $10.7M (2020). In 2024 it made 7 grants totaling $182K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Volunteer State Horsemens' Fdn ($75K). Together the top 7 received $182K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 22 grants of 36 (61%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Volunteer State Horsemens' Fdn Franklin, TN | Unrestricted General | $75,000 |
| Vanderbilt University Medical Center Nashville, TN | Unrestricted General | $50,000 |
| Oz Arts Inc Nashville, TN | Unrestricted General | $35,000 |
| Heritage Fdn of Franklinwilliamson Cnty Franklin, TN | Unrestricted General | $10,000 |
| First Presbyterian Church Nashville, TN | Unrestricted General | $10,000 |
| The Harpeth Hall School Nashville, TN | Unrestricted General | $1,000 |
| Currey Ingram Academy Brentwood, TN | Unrestricted General | $1,000 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Tua Justin & Valere B Potter Fdn's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Bank Of America NA
Trustee
On filings since 2020
1 hr/week
$53K (2020) → $57K (2024)
Marianne Byrd
Director
Committee Member → Committee Me, 2021
Committee Me → Director, 2022
On filings since 2020
No compensation reported
Andrew Byrd
Director
On filings since 2022
No compensation reported
Former officers (2)
- Former: Eleanor M. Parkes (2020–2021) — Committee Me
- Former: John T. Menefee III (2020–2021) — Committee Me
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $57K, to Bank of America NA (Trustee).
Frequently asked questions about Tua Justin & Valere B Potter Fdn
How much does Tua Justin & Valere B Potter Fdn give each year?
Tua Justin & Valere B Potter Fdn gave $182K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $120K across 3 grants.
What is Tua Justin & Valere B Potter Fdn's typical grant size?
Tua Justin & Valere B Potter Fdn's median grant in 2024 was $10,000, and its average grant was $26,000, across 7 grants on its 2024 IRS Form 990-PF.
Where does Tua Justin & Valere B Potter Fdn give grants?
Tua Justin & Valere B Potter Fdn gives mostly in Tennessee: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nashville, TN (4 grants) and Franklin, TN (2 grants).
Does Tua Justin & Valere B Potter Fdn give general operating support?
Yes: 100% of Tua Justin & Valere B Potter Fdn's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Tua Justin & Valere B Potter Fdn's largest grantees?
Tua Justin & Valere B Potter Fdn's largest 2024 grantees include Volunteer State Horsemens' Fdn ($75,000), Vanderbilt University Medical Center ($50,000) and Oz Arts Inc ($35,000), according to its 2024 IRS Form 990-PF. Together they received 88% of its itemized 2024 grant dollars.
How large is Tua Justin & Valere B Potter Fdn?
Tua Justin & Valere B Potter Fdn reported $4.6M in total assets on its 2024 IRS Form 990-PF. It paid out $208K in qualifying distributions that year, against a required minimum of $306K (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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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