Funder DirectoryTUA JUSTIN & VALERE B POTTER FDN
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Private foundation (trust)EIN 626306577Est. 1996-07

TUA JUSTIN & VALERE B POTTER FDN

DALLAS, TX 752653067

Total Assets

$6.5M

FY 2024

Annual Giving

$182K

FY 2024

Grants Made

7

FY 2024

Avg Grant

$26K

FY 2024

Grant Range

$1K–$75K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$349K

Total Expenses

$254K

Qualifying Distributions

$208K

Distributable Amount

$306K

Min. Investment Return

$310K

Payout rate 68%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.68%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $1K through median $10K to maximum $75K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $21.4M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

48 grants

FIDELITY INVESTMENTS CHARITABLE GIF
$20.7M
4 grants
VOLUNTEER STATE HORSEMENTS FDN
$140K
2 grants
BANK OF AMERICA CHARITABLE GIFT FUN
$125K
2 grants
VOLUNTEER STATE HORSEMEN'S FOUNDATION
$110K
2 grants
VANDERBILT UNIVERSITY MEDICAL CENTER
$100K
2 grants
BOY SCOUTS OF AMERICA - MIDDLE TENNESSEE COUNCIL
$100K
2 grants
WEST VIRGINIA UNIVERSITY FDN
$100K
2 grants
VOLUNTEER STATE HORSEMENS' FDN
$75K
1 grant

Grant Size Distribution

48 grants

<$10K
18
grants
$10–50K
20
grants
$50–250K
6
grants
$250K–1M
2
grants
$1–5M
$5M+
2
grants

Geographic Focus

4 states

Massachusetts
$20.7M
95% of total
Tennessee
$951K
4% of total
Rhode Island
$125K
1% of total
West Virginia
$100K
0% of total

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