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Nonprofit · EIN 16-6169167

PHILIP E POTTER FOUNDATION

Tax-exempt · ONEONTA, NY 13820

Financials

$690K$881K2022$1.3M$925K2023$670K$983K2024
Revenue Expenses · by fiscal year end
Financials of PHILIP E POTTER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$670,360$982,900-$312,540$6,421,600$382,250$6,039,350
October 31, 2024990-PF$1,343,335$925,466$417,869$6,716,890$365,000$6,351,890
October 31, 2023990-PF$689,799$880,697-$190,898$6,274,271$340,250$5,934,021
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$514,704
Interest
$4,460
Net gain from sales of assets
$145,946
Other income
$5,250

Expenses

Grants and similar amounts paid
$768,750
Compensation of officers, directors and key employees
$75,000
Salaries, compensation and benefits (total)
$81,282
Disbursements for charitable purposes
$810,253
Excise tax on investment income
$7,080

Balance sheet and other

Total assets, start of year
$6,716,890
Total assets, end of year
$6,421,600
Total liabilities, end of year
$382,250
Net assets, end of year
$6,039,350
Fair market value of assets
$17,340,215
Qualifying distributions
$810,253
Net investment income
$665,110

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS EF WOLEK
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$15,000
CORINNE B SMITH
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$15,000
ANNE T WOLEK
6 FORD AVE, ONEONTA, NY 13820
Foundation Mgr.10$15,000
SUE ANNE DE BERGH
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$15,000
SALLY ANNE DUNLEAVY
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$15,000
990-PF for the year ended October 31, 2024: 5 people
NameTitleHours / weekCompensation
CORINNE B SMITH
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$26,500
THOMAS EF WOLEK
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$14,500
ANNE T WOLEK
6 FORD AVE, ONEONTA, NY 13820
Foundation Mgr.10$14,500
SUE ANNE DE BERGH
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$14,500
SALLY ANNE DUNLEAVY
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$14,500
990-PF for the year ended October 31, 2023: 5 people
NameTitleHours / weekCompensation
ANNE T WOLEK
6 FORD AVE, ONEONTA, NY 13820
Foundation Mgr.10$26,000
THOMAS EF WOLEK
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$14,000
CORINNE B SMITH
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$14,000
SUE ANNE DE BERGH
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$14,000
SALLY ANNE DUNLEAVY
6 FORD AVE, ONEONTA, NY 13820
Trustee0.5$14,000

Address and contacts

Address (IRS master file)
6 FORD AVE, ONEONTA, NY 13820-1968
In care of
% HENRY L HULBERT
Signed the 990-PF
CORINNE B SMITH, Trustee
Phone
(607) 432-6724
Return prepared by
Mostert Manzanero & Scott LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
16-6169167
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1974
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$6,421,600
Income (IRS master file)
$1,018,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$670,360$982,900$6,421,600XML
990-PFOctober 2024$1,343,335$925,466$6,716,890XML
990-PFOctober 2023$689,799$880,697$6,274,271XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-6169167).

Questions about PHILIP E POTTER FOUNDATION

What is the EIN of PHILIP E POTTER FOUNDATION?
The employer identification number (EIN) of PHILIP E POTTER FOUNDATION is 16-6169167.
Is PHILIP E POTTER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to PHILIP E POTTER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHILIP E POTTER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PHILIP E POTTER FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHILIP E POTTER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of PHILIP E POTTER FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $15,000 (THOMAS EF WOLEK, Trustee).
How much revenue does PHILIP E POTTER FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $670,360, expenses of $982,900 and total assets of $6,421,600 at year end.

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