Philip E Potter Foundation

Oneonta, NY
Tax-exempt since April 1974
EIN: 16-6169167

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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

$1.34M (2024)

Expenses

$925k (2024)

Total Assets

$6.72M (2024)

Total Liabilities

$365k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Oct.
2024

Revenue

$1,343,335

Expenses

$925,466

Net Income

$417,869

Net Assets

$6,351,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,827	0.7%
Dividends	$508,050	37.8%
Sales of Assets	$822,207	61.2%
Other Income	$3,251	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$768,557	83.0%
Compensation of Officers*	$72,500	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,716,890
Total Liabilities	$365,000
Net Assets	$6,351,890

Compensation

Key Employees and Officers	Compensation	Other
Corinne B Smith (Trustee)	$26,500	$0
Thomas Ef Wolek (Trustee)	$14,500	$0
Anne T Wolek (Foundation Mgr.)	$14,500	$0
Sue Anne De Bergh (Trustee)	$14,500	$0
Sally Anne Dunleavy (Trustee)	$14,500	$0

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990-PF

Filed on Feb. 20, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$689,799

Expenses

$880,697

Net Income

-$190,898

Net Assets

$5,934,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,428	1.8%
Dividends	$489,092	70.9%
Sales of Assets	$184,429	26.7%
Other Income	$3,850	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$708,350	80.4%
Compensation of Officers*	$70,000	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,274,271
Total Liabilities	$340,250
Net Assets	$5,934,021

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$26,000	$0
Thomas Ef Wolek (Trustee)	$14,000	$0
Corinne B Smith (Trustee)	$14,000	$0
Sue Anne De Bergh (Trustee)	$14,000	$0
Sally Anne Dunleavy (Trustee)	$14,000	$0

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990-PF

Filed on Feb. 26, 2024

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

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Fiscal Year Ending Oct.
2022

Revenue

$2,129,077

Expenses

$837,098

Net Income

$1,291,979

Net Assets

$6,124,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,387	0.2%
Dividends	$458,288	21.5%
Sales of Assets	$1,663,169	78.1%
Other Income	$4,233	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$686,171	82.0%
Compensation of Officers*	$70,000	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,456,419
Total Liabilities	$331,500
Net Assets	$6,124,919

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$26,000	$0
Thomas Ef Wolek (Trustee)	$14,000	$0
Corinne B Smith (Trustee)	$14,000	$0
Sue Anne De Bergh (Trustee)	$14,000	$0
Sally Anne Dunleavy (Trustee)	$14,000	$0

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990-PF

Filed on March 2, 2023

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

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Fiscal Year Ending Oct.
2021

Revenue

$389,335

Expenses

$860,867

Net Income

-$471,532

Net Assets

$4,832,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41	0.0%
Dividends	$443,624	> 100%
Sales of Assets	-$54,376
Other Income	$46	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$712,144	82.7%
Compensation of Officers*	$70,000	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,169,440
Total Liabilities	$336,500
Net Assets	$4,832,940

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$26,000	$0
Thomas Ef Wolek (Trustee)	$14,000	$0
Corinne B Smith (Trustee)	$14,000	$0
Sue Anne De Bergh (Trustee)	$14,000	$0
Sally Anne Dunleavy (Trustee)	$14,000	$0

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990-PF

Filed on March 11, 2022

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

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XML

Fiscal Year Ending Oct.
2020

Revenue

$484,132

Expenses

$825,203

Net Income

-$341,071

Net Assets

$5,291,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$667	0.1%
Dividends	$452,892	93.5%
Sales of Assets	$30,550	6.3%
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$681,687	82.6%
Compensation of Officers*	$70,000	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,602,347
Total Liabilities	$311,250
Net Assets	$5,291,097

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$26,000	$0
Thomas Ef Wolek (Trustee)	$14,000	$0
Corinne B Smith (Trustee)	$14,000	$0
Sue Anne De Bergh (Trustee)	$14,000	$0
Sally Anne Dunleavy (Trustee)	$14,000	$0

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990-PF

Filed on March 12, 2021

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

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XML

Fiscal Year Ending Oct.
2019

Revenue

$559,845

Expenses

$830,296

Net Income

-$270,451

Net Assets

$5,632,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,385	0.4%
Dividends	$446,722	79.8%
Sales of Assets	$108,358	19.4%
Other Income	$2,380	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$687,361	82.8%
Compensation of Officers*	$67,500	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,951,418
Total Liabilities	$319,250
Net Assets	$5,632,168

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$25,000	$0
Thomas Ef Wolek (Trustee)	$13,500	$0
Corinne B Smith (Trustee)	$13,500	$0
Sue Anne De Bergh (Trustee)	$13,500	$0
Sally Anne Dunleavy (Trustee)	$13,500	$0

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990-PF

Filed on March 16, 2020

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

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Fiscal Year Ending Oct.
2018

Revenue

$716,439

Expenses

$745,934

Net Income

-$29,495

Net Assets

$5,902,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,150	0.2%
Dividends	$419,669	58.6%
Sales of Assets	$293,516	41.0%
Other Income	$2,104	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$608,868	81.6%
Compensation of Officers*	$65,000	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,189,619
Total Liabilities	$287,000
Net Assets	$5,902,619

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$24,000	$0
Thomas Ef Wolek (Trustee)	$13,000	$0
Corinne B Smith (Trustee)	$13,000	$0
Sue Anne De Bergh (Trustee)	$13,000	$0
Sally Anne Dunleavy (Trustee)	$13,000	$0

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990-PF

Filed on March 11, 2019

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

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Fiscal Year Ending Oct.
2017

Revenue

$511,861

Expenses

$655,405

Net Income

-$143,544

Net Assets

$5,933,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$589	0.1%
Dividends	$402,025	78.5%
Sales of Assets	$108,940	21.3%
Other Income	$307	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532,361	81.2%
Compensation of Officers*	$52,000	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,177,989
Total Liabilities	$244,625
Net Assets	$5,933,364

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$24,000	$0
Sue Anne De Bergh (Trustee)	$13,000	$0
Sally Anne Dunleavy (Trustee)	$13,000	$0
Thomas Ef Wolek (Trustee)	$6,500	$0
Maureen P Hulbertdeceased (Trustee)	$6,500	$0
Robert W Moyerdeceased (Trustee)	$0	$0

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990-PF

Filed on March 5, 2018

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

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Fiscal Year Ending Oct.
2016

Revenue

$422,345

Expenses

$605,419

Net Income

-$183,074

Net Assets

$6,074,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$309	0.1%
Dividends	$400,800	94.9%
Sales of Assets	$20,782	4.9%
Other Income	$454	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$465,734	76.9%
Compensation of Officers*	$65,000	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,288,533
Total Liabilities	$213,625
Net Assets	$6,074,908

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$24,000	$0
Maureen P Hulbert (Trustee)	$13,000	$0
Robert W Moyer (Trustee)	$13,000	$0
Sue Anne De Bergh (Trustee)	$13,000	$0
Sally Anne Dunleavy (Trustee)	$13,000	$0

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990-PF

Filed on March 15, 2017

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

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Fiscal Year Ending Oct.
2015

Revenue

$645,024

Expenses

$602,060

Net Income

$42,964

Net Assets

$6,256,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107	0.0%
Dividends	$403,186	62.5%
Sales of Assets	$241,419	37.4%
Other Income	$312	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,906	77.6%
Compensation of Officers*	$65,000	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,470,482
Total Liabilities	$214,000
Net Assets	$6,256,482

Compensation

Key Employees and Officers	Compensation	Other
Anne T Wolek (Foundation Mgr.)	$24,000	$0
Maureen P Hulbert (Trustee)	$13,000	$0
Robert W Moyer (Trustee)	$13,000	$0
Sue Anne De Dergh (Trustee)	$13,000	$0
Sally Anne Dunleary (Trustee)	$13,000	$0

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990-PF

Filed on March 10, 2016

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

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Fiscal Year Ending Oct.
2014

Revenue

$410,006

Expenses

$532,558

Net Income

-$122,552

Net Assets

$6,212,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$151	0.0%
Dividends	$376,363	91.8%
Sales of Assets	$33,492	8.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$400,562	75.2%
Compensation of Officers*	$62,500	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,394,518
Total Liabilities	$181,750
Net Assets	$6,212,768

Compensation

Key Employees and Officers	Compensation	Other
Maureen P Hulbert (Trustee)	$12,500	$0
Robert W Moyer (Trustee)	$12,500	$0
Anne T Wolek (Foundation Mgr.)	$12,500	$0
Sue Anne De Dergh (Trustee)	$12,500	$0
Sally Anne Dunleary (Trustee)	$12,500	$0

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990-PF

Filed on Feb. 26, 2015

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

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Fiscal Year Ending Oct.
2013

Revenue

$439,162

Expenses

$508,441

Net Income

-$69,279

Net Assets

$6,335,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$76	0.0%
Dividends	$352,780	80.3%
Sales of Assets	$86,028	19.6%
Other Income	$278	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$502,260	98.8%
Compensation of Officers*	$60,000	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,510,820
Total Liabilities	$175,500
Net Assets	$6,335,320

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$348,680

Expenses

$453,178

Net Income

-$104,498

Net Assets

$6,404,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$176	0.1%
Dividends	$329,423	94.5%
Sales of Assets	$19,067	5.5%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,660	97.9%
Compensation of Officers*	$60,000	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,557,724
Total Liabilities	$153,125
Net Assets	$6,404,599

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2011

Revenue

$494,796

Expenses

$481,310

Net Income

$13,486

Net Assets

$6,509,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$548	0.1%
Dividends	$282,398	57.1%
Sales of Assets	$211,724	42.8%
Other Income	$126	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,251	96.9%
Compensation of Officers*	$60,000	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,664,846
Total Liabilities	$155,750
Net Assets	$6,509,096

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Philip E Potter Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.34M (2024)

Expenses $925k (2024)

Total Assets $6.72M (2024)

Total Liabilities $365k (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.34M (2024)

Expenses

$925k (2024)

Total Assets

$6.72M (2024)

Total Liabilities

$365k (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001