Private foundation (trust)EIN 311802133Est. 2001-11
LEE POTTER FAMILY CHARITABLE FOUNDATION
CORNELIUS, NC 28031
Total Assets
$515K
FY 2023
Annual Giving
$40K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$40K
FY 2023
Grant Range
$40K–$40K
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
$40KDonations were made to one 501(c)(3) organization. See part xv for the organization and amount. There were no other direct charitable activities.
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$5K
Total Expenses
$45K
Qualifying Distributions
$45K
Distributable Amount
$24K
Min. Investment Return
$24K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
8 grants
Grant Size Distribution
8 grants
Geographic Focus
3 states
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