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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-1309898

VALERE B POTTER TRUST UW

Tax-exempt · DALLAS, TX 75265

Financials

$900K$775K2023$893K$1.1M2024$898K$848K2025
Revenue Expenses · by fiscal year end
Financials of VALERE B POTTER TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$898,225$847,929$50,296$5,053,084$0$5,053,084
June 30, 2025990-PF$893,408$1,087,959-$194,551$5,006,887$0$5,006,887
June 30, 2024990-PF$900,414$775,221$125,193$5,202,166$0$5,202,166
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$898,032
Net gain from sales of assets
$193

Expenses

Grants and similar amounts paid
$750,000
Disbursements for charitable purposes
$784,505
Excise tax on investment income
$11,738

Balance sheet and other

Total assets, start of year
$5,006,886
Total assets, end of year
$5,053,084
Total liabilities, end of year
$0
Net assets, end of year
$5,053,084
Fair market value of assets
$38,412,828
Qualifying distributions
$784,505
Net investment income
$896,248

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BLAIR J WILSON
104 Woodmont Blvd 310, NASHVILLE, TN 37205
TRUSTEE0$0
JUSTIN P WILSON
206 Craighead Ave, NASHVILLE, TN 37205
TRUSTEE0$0
RUTH VALERE ADAR
1271 Washington Ave 311, San Leandro, CA 94577
TRUSTEE0$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
BLAIR J WILSON
104 Woodmont Blvd 310, NASHVILLE, TN 37205
TRUSTEE0$0
JUSTIN P WILSON
206 Craighead Ave, NASHVILLE, TN 37205
TRUSTEE0$0
RUTH VALERE ADAR
1271 Washington Ave 311, San Leandro, CA 94577
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
BLAIR J WILSON
104 Woodmont Blvd 310, NASHVILLE, TN 37205
TRUSTEE0$0
JUSTIN P WILSON
206 Craighead Ave, NASHVILLE, TN 37205
TRUSTEE0$0
RUTH VALERE ADAR
1271 Washington Ave 311, San Leandro, CA 94577
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% WALLER LANSDEN DORTCH AND DAVIS
Signed the 990-PF
BLAIR J WILSON, TRUSTEE
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
58-1309898
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
1978
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$5,006,887
Income (IRS master file)
$893,515

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$898,225$847,929$5,053,084XML
990-PFJune 2025$893,408$1,087,959$5,006,887IRS
990-TJune 2025–––IRS
990-PFJune 2024$900,414$775,221$5,202,166XML
990-TJune 2024–––IRS
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 58-1309898).

Questions about VALERE B POTTER TRUST UW

What is the EIN of VALERE B POTTER TRUST UW?
The employer identification number (EIN) of VALERE B POTTER TRUST UW is 58-1309898.
Is VALERE B POTTER TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to VALERE B POTTER TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VALERE B POTTER TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of VALERE B POTTER TRUST UW due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VALERE B POTTER TRUST UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of VALERE B POTTER TRUST UW?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does VALERE B POTTER TRUST UW have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $898,225, expenses of $847,929 and total assets of $5,053,084 at year end.

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