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