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Nonprofit · EIN 82-3259500

ROBERT POTTER FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$2K$19K2023$307K$41K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT POTTER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$307,486$41,346$266,140$429,023$0$429,023
December 31, 2023990-PF$2,284$18,645-$16,361$202,883$40,000$162,883
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$285,863
Dividends
$21,623

Expenses

Grants and similar amounts paid
$20,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$41,346

Balance sheet and other

Total assets, start of year
$202,883
Total assets, end of year
$429,023
Total liabilities, end of year
$0
Net assets, end of year
$429,023
Fair market value of assets
$429,023
Qualifying distributions
$41,346
Net investment income
$21,623

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
James Russ
10 Rue Valbonne, Newport Beach, CA 92660
Director15$0
Lusanna Schurger
7 Bretagne, Newport Beach, CA 92660
Director1$0
KC Care
2298 Redlands, Newport Beach, CA 92660
Director1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
James Russ
10 Rue Valbonne, Newport Beach, CA 92660
Director15$0
Lusanna Schurger
7 Bretagne, Newport Beach, CA 92660
Director1$0
KC Care
2298 Redlands, Newport Beach, CA 92660
Director1$0

Address and contacts

Address (IRS master file)
220 NEWPORT CENTER DR STE 11 280, NEWPORT BEACH, CA 92660-7557
In care of
% JAMES RUSS
Mailing address (990-N for 2017)
220 Newport Center Drive Ste 11-280, Newport Beach CA 92660
Principal officer (990-N for 2017)
James Russ, 220 Newport Center Drive Ste 11-280, Newport Beach CA 92660
Signed the 990-PF
James Russ, Founder
Phone
(949) 500-0977

California records

California keeps its own records of charities and corporations. Search them by EIN 82-3259500 or by the name ROBERT POTTER FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-3259500
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
2017
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B90)
Assets (IRS master file)
$429,023
Income (IRS master file)
$307,486

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$307,486$41,346$429,023XML
990-PFDecember 2023$2,284$18,645$202,883XML
990-PFDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-N for 2017
Officer: James Russ
December 31, 2017≤ $50,000 receipts––e-Postcard

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 82-3259500).

Questions about ROBERT POTTER FOUNDATION

What is the EIN of ROBERT POTTER FOUNDATION?
The employer identification number (EIN) of ROBERT POTTER FOUNDATION is 82-3259500.
Is ROBERT POTTER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to ROBERT POTTER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT POTTER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT POTTER FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT POTTER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who is the principal officer of ROBERT POTTER FOUNDATION?
The 990-N for 2017 names James Russ.
Who are the officers and directors of ROBERT POTTER FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does ROBERT POTTER FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $307,486, expenses of $41,346 and total assets of $429,023 at year end.

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