Stephen J Potter Memorial Foundation Inc

Ticonderoga, NY
Tax-exempt since April 1967
EIN: 14-6016858

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$20.7k (2025)

Expenses

$34.7k (2025)

Total Assets

$436k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$20,723

Expenses

$34,668

Net Income

-$13,945

Net Assets

$436,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,389	11.5%
Dividends	$11,386	54.9%
Sales of Assets	$6,948	33.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	63.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,390
Total Liabilities	$0
Net Assets	$436,390

Compensation

Key Employees and Officers	Compensation	Other
Thomas Morhouse (President)	$0	$0
Richard Bartlett (1 St Vice President)	$0	$0
Sheridan Burleigh (Secretary/Treasurer)	$0	$0
James O'toole (Director)	$0	$0
Peter Reale (Director)	$0	$0
Lynne Lenhart (Director)	$0	$0
Robert Sutphen (Director)	$0	$0

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990-PF

Filed on Feb. 16, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$13,261

Expenses

$30,009

Net Income

-$16,748

Net Assets

$470,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,257	17.0%
Dividends	$10,267	77.4%
Sales of Assets	-$1,263
Other Income	$2,000	15.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,500	65.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$470,987
Total Liabilities	$0
Net Assets	$470,987

Compensation

Key Employees and Officers	Compensation	Other
Thomas Morhouse (President)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0
Sheridan Burleigh (Secretary/Tr)	$0	$0
James O'toole (Director)	$0	$0
Peter Reale (Director)	$0	$0
Lynne Lenhart (Director)	$0	$0
John Mcdonald (Emeritus)	$0	$0

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990-PF

Filed on Jan. 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2023

Revenue

$5,105

Expenses

$30,047

Net Income

-$24,942

Net Assets

$412,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,014	39.5%
Dividends	$12,081	> 100%
Sales of Assets	-$8,990
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,750	55.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$412,323
Total Liabilities	$0
Net Assets	$412,323

Compensation

Key Employees and Officers	Compensation	Other
Thomas Morhouse (President)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0
Sheridan Burleigh (Secretary/Tr)	$0	$0
James O'toole (Director)	$0	$0
Peter Reale (Director)	$0	$0
Lynne Lenhart (Director)	$0	$0
John Mcdonald (Emeritus)	$0	$0

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990-PF

Filed on Feb. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$9,302

Expenses

$21,836

Net Income

-$12,534

Net Assets

$399,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,125	22.8%
Dividends	$14,411	> 100%
Sales of Assets	-$7,742
Other Income	$508	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,000	59.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$399,600
Total Liabilities	$0
Net Assets	$399,600

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Director)	$0	$0
Sheridan Burleigh (Secretary/Tr)	$0	$0
Peter Reale (Director)	$0	$0
Thomas Morhouse (President)	$0	$0
Jim O'toole (Director)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0

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990-PF

Filed on Aug. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$98,204

Expenses

$24,239

Net Income

$73,965

Net Assets

$490,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$20,279	20.6%
Sales of Assets	$77,919	79.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,250	58.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$490,273
Total Liabilities	$0
Net Assets	$490,273

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
Sheridan Burleigh (2 Nd Vice Pr)	$0	$0
William Wetherbee (Director)	$0	$0
John Lapointe (Director)	$0	$0
Thomas Morhouse (President)	$0	$0
Jim O'toole (Director)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0

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990-PF

Filed on Aug. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$28,368

Expenses

$31,497

Net Income

-$3,129

Net Assets

$433,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.2%
Dividends	$24,372	85.9%
Sales of Assets	$3,944	13.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,250	70.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$433,944
Total Liabilities	$1
Net Assets	$433,943

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
Sheridan Burleigh (2 Nd Vice Pr)	$0	$0
William Wetherbee (Director)	$0	$0
John Lapointe (Director)	$0	$0
Thomas Morhouse (President)	$0	$0
Richard Sanderspree (Director)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0

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990-PF

Filed on June 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2019

Revenue

$32,546

Expenses

$33,658

Net Income

-$1,112

Net Assets

$468,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$301	0.9%
Dividends	$23,683	72.8%
Sales of Assets	$8,562	26.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	71.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$468,815
Total Liabilities	$0
Net Assets	$468,815

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
Sheridan Burleigh (2 Nd Vice Pr)	$0	$0
William Wetherbee (Director)	$0	$0
John Lapointe (Director)	$0	$0
Thomas Morhouse (President)	$0	$0
Richard Sanderspree (Director)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0

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990-PF

Filed on Dec. 20, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$41,643

Expenses

$40,293

Net Income

$1,350

Net Assets

$478,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$24,061	57.8%
Sales of Assets	$17,564	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,250	70.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,477
Total Liabilities	$0
Net Assets	$478,477

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
William Wetherbee (Director)	$0	$0
Sheridan Burleigh (2 Nd Vice Pr)	$0	$0
Thomas Morhouse (President)	$0	$0
Richard Sanderspree (Director)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0
John Lapointe (Director)	$0	$0

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990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$23,559

Expenses

$40,157

Net Income

-$16,598

Net Assets

$504,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,521	> 100%
Sales of Assets	-$962
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,750	69.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$504,307
Total Liabilities	$0
Net Assets	$504,307

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
William Wetherbee (Director)	$0	$0
Sheridan Burleigh (2 Nd Vice Pr)	$0	$0
Thomas Morhouse (President)	$0	$0
Richard Sanderspree (Director)	$0	$0
Richard Bartlett (1 St Vice Pre)	$0	$0
John Lapointe (Director)	$0	$0

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990-PF

Filed on Feb. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2016

Revenue

$39,010

Expenses

$38,507

Net Income

$503

Net Assets

$495,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,844	66.2%
Sales of Assets	$13,166	33.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,250	68.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$495,105
Total Liabilities	$0
Net Assets	$495,105

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
William Wetherbee (Director)	$0	$0
Sheridan Burleigh (Vice Preside)	$0	$0
Thomas Morhouse (President)	$0	$0
Richard Sanderspree (Director)	$0	$0
Richard Bartlett (Director)	$0	$0
John Lapointe (Director)	$0	$0

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990-PF

Filed on Feb. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$36,352

Expenses

$37,784

Net Income

-$1,432

Net Assets

$473,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,442	72.7%
Sales of Assets	$9,910	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,900	65.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$473,227
Total Liabilities	$0
Net Assets	$473,227

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
William Wetherbee (Director)	$0	$0
Sheridan Burleigh (Vice Preside)	$0	$0
Thomas Morhouse (President)	$0	$0
Richard Sanderspree (Director)	$0	$0
Richard Bartlett (Director)	$0	$0
John Lapointe (Director)	$0	$0

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990-PF

Filed on Feb. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$25,466

Expenses

$33,956

Net Income

-$8,490

Net Assets

$541,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,435	99.9%
Sales of Assets	$3	0.0%
Other Income	$28	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,250	62.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,433
Total Liabilities	$0
Net Assets	$541,433

Compensation

Key Employees and Officers	Compensation	Other
John Mcdonald (Secretary/Tr)	$0	$0
William Wetherbee (Director)	$0	$0
Sheridan Burleigh (Director)	$0	$0
Howard Rathbun (President)	$0	$0
Thomas Morhouse (Vice Preside)	$0	$0
Richard Sanderspree (Director)	$0	$0
Richard Bartlett (Director)	$0	$0

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990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$60,791

Expenses

$35,807

Net Income

$24,984

Net Assets

$521,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,247	43.2%
Sales of Assets	$34,515	56.8%
Other Income	$29	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,600	65.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$521,411
Total Liabilities	$1
Net Assets	$521,410

990-PF

Filed on June 19, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Sept.
2012

Revenue

$14,405

Expenses

$35,972

Net Income

-$21,567

Net Assets

$506,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,705	> 100%
Sales of Assets	$0
Other Income	$146	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	66.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$506,469
Total Liabilities	$0
Net Assets	$506,469

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$4,004

Expenses

$35,417

Net Income

-$31,413

Net Assets

$443,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,629	> 100%
Sales of Assets	$0
Other Income	$61	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,750	67.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$443,096
Total Liabilities	$10
Net Assets	$443,086

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Stephen J Potter Memorial Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.7k (2025)

Expenses $34.7k (2025)

Total Assets $436k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$20.7k (2025)

Expenses

$34.7k (2025)

Total Assets

$436k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001