Civic Intelligence

Robert J Potter Foundation

990PF • Fiscal year 2021 • EIN 75-2680882

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 27, 2022

Organization Profile
391 Las Colinas Blvd East 130 708Irving, TX 75039

(214) 720-1488

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

6.3%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-12%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$144,077

Up $8,537 (+6.3%) from 2020

Net Assets

Up

$144,077

Up $8,537 (+6.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Down

$17,454

Down $2,289 (-12%) from 2020

Expenses

Down

$19,981

Down $27,648 (-58%) from 2020

Net Income

Up

-$2,527

Up $25,359 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $66,567Liabilities 2011: $02011Assets 2012: $226,387Liabilities 2012: $02012Assets 2013: $300,863Liabilities 2013: $02013Assets 2014: $238,556Liabilities 2014: $02014Assets 2015: $241,246Liabilities 2015: $02015Assets 2019: $174,328Liabilities 2019: $02019Assets 2020: $135,540Liabilities 2020: $0Net Assets 2020: $135,5402020Assets 2021: $144,077Liabilities 2021: $0Net Assets 2021: $144,0772021Assets 2022: $99,175Liabilities 2022: $0Net Assets 2022: $99,1752022Assets 2023: $86,238Liabilities 2023: $0Net Assets 2023: $86,2382023Assets 2024: $74,815Liabilities 2024: $0Net Assets 2024: $74,8152024Assets 2025: $92,124Liabilities 2025: $0Net Assets 2025: $92,1242025

Highlighted filing

2021

Assets$144,077
Liabilities$0
Net Assets$144,077
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $17,280Expenses 2011: $24,704Net Income 2011: -$7,4242011Revenue 2012: $195,099Expenses 2012: $35,279Net Income 2012: $159,8202012Revenue 2013: $127,373Expenses 2013: $52,897Net Income 2013: $74,4762013Revenue 2014: $130Expenses 2014: $56,583Net Income 2014: -$56,4532014Revenue 2015: $40,631Expenses 2015: $35,888Net Income 2015: $4,7432015Revenue 2019: $113,024Expenses 2019: $53,299Net Income 2019: $59,7252019Revenue 2020: $19,743Expenses 2020: $47,629Net Income 2020: -$27,8862020Revenue 2021: $17,454Expenses 2021: $19,981Net Income 2021: -$2,5272021Revenue 2022: $15,383Expenses 2022: $60,285Net Income 2022: -$44,9022022Revenue 2023: $30,317Expenses 2023: $43,093Net Income 2023: -$12,7762023Revenue 2024: $42,868Expenses 2024: $54,291Net Income 2024: -$11,4232024Revenue 2025: $61,535Expenses 2025: $44,158Net Income 2025: $17,3772025

Highlighted filing

2021

Revenue$17,454
Expenses$19,981
Net Income-$2,527
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 27, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J POTTERPresident-$0--
MARY E EDMISTONSecretary-$0--
PETER P SMITHTrustee-$0--
ROBERT J POTTERTrustee-$0--
MARY E EDMISTONTrustee-$0--
ROBERT J POTTERFoundation Mgr.-$0--
Filing and Contact Details

Filer

Filer Name
Robert J Potter Foundation
EIN
75-2680882
Phone
2147201488
Address
391 LAS COLINAS BLVD EAST 130 708, IRVING, TX 75039

Signing Officer

Name
Mary E Edmiston
Title
Secretary
Signed
2022-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Mary E Edmiston Attorney
Address
5215 N OCONNOR BLVD STE 485, IRVING, TX 75039
Preparer
Mary Edmiston
Phone
9724675400
Raw XML Appendix332 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt02056
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt015398
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt017454
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017454
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02056
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015398
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt019981
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02056
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2527
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt032891
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015398
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017454
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017454
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017454
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 WISDOM TREE US QUALITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162 INVESCO QQQ TR SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015398
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2527
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011064
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0144077
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0135540
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0144077
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011157
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011157
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011157
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011400
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0243
IRS990PF/DistributableAmountGrp/TotalTaxAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0115
IRS990PF/FMVAssetsEOYAmt0247163
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0135540
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0144077
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt020153
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020172
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020172
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0264
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt083160
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt065667
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0143134
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030195
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt030195
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt057041
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0541
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026552
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026552
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0135540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0144077
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0247163
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0135540
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0144077
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0135540
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0144077
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0231464
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032631
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0198833
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03472
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011400
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0227992
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0231464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT J POTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY E EDMISTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER P SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT J POTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARY E EDMISTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT J POTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Foundation Mgr.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05215 N OCONNOR BLVD 485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1391 LAS COLINAS BLVD EAST 130-708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24208 BELCLAIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35215 N OCONNOR BLVD 485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4391 LAS COLINAS BLVD E 130-708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt55215 N OCONNOR BLVD 485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd575039
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt019981
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt019981
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt048
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATIION INVESTS ITS CAPITAL IN ORDER TO MAKE ANNUAL CONTRIBUTIONS AND GRANTS TO PRE-SELECTED CHARITIES QUALIFIED UNDER SECTION 501C3.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05215 N O/CONNOR BLVD 485
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IRVING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075039
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT J POTTER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02147201488
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT J POTTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BRING THE BEST OUTREACH FUND; KRONER SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEMPLE SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UT DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LAFAYETTE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3KIMBELL ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MDANDERSON CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5WORLD AFFAIRS COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06930 ALPHA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 WEST CAMPBELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2DEVELOPMENT OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33333 CAMP BOWIE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41515 HOLCOMBE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5325 N ST PAUL ST 4200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RICHARDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019981
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011157
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0162875
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034593
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019981
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08824
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0205695
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0196871
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt038203
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt135923
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESCO QQQ
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INVESCO QQQ TR SER 1
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESCO S&P 500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3S&P 500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt029744
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt135923
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt086731
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt156403
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010968
OtherIncreasesSchedule/OtherIncreasesDetail/Amt192
OtherIncreasesSchedule/OtherIncreasesDetail/Amt24
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECEIPT OF FRT TRT 12/20/20 SALES PROCEEDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1SPDR DOW JONES INDUS AV 2020 DIVIDEND REC'D 1/11/21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2WISDOM TREE 2020 DIVIDEND REC'D 1/5/21
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY E EDMISTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT J POTTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0752680882
ReturnHeader/Filer/PhoneNum02147201488
ReturnHeader/Filer/USAddress/AddressLine1Txt0391 LAS COLINAS BLVD EAST 130 708
ReturnHeader/Filer/USAddress/CityNm0IRVING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY E EDMISTON ATTORNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05215 N OCONNOR BLVD STE 485
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075039
ReturnHeader/PreparerPersonGrp/PhoneNum09724675400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY EDMISTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-03-27T14:55:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDMISTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,077
Liabilities
$0
Net assets
$144,077
Revenue
$17,454
Expenses
$19,981
Net income
-$2,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.62$0.44$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.43$0.54$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.30$0.43$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15$0.60$0.45
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.17$0.20$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.20$0.48$0.28
2019Summary only. Only limited summary data is available for this year.$1.74$0.00$1.13$0.53$0.60
2015Summary only. Only limited summary data is available for this year.$2.41$0.00$0.41$0.36$0.05
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$0.00$0.57$0.56
2013Summary only. Only limited summary data is available for this year.$3.01$0.00$1.27$0.53$0.74
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$1.95$0.35$1.60
2011Summary only. Only limited summary data is available for this year.$0.67$0.00$0.17$0.25$0.07