Valere B Potter Trust Uw
- Assets
- $5.1m
- Revenue
- $810.4k
- Investments
- $2.5m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 02/1978
- Data as of
- 06/2023
- EIN
- 58-1309898
Organization Overview
Valere B Potter Trust Uw is located in Dallas, TX. The organization was established in 1978. According to its NTEE Classification (A40) the organization is classified as: Visual Arts, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Valere B Potter Trust Uw is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Valere B Potter Trust Uw generated $810.4k in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 7.3% each year. All expenses for the organization totaled $780.9k during the year ending 06/2023. While expenses have increased by 2.5% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Blair J Wilson Trustee | 0 | $0 | |
Justin P Wilson Trustee | 0 | $0 | |
Ruth Valere Adar Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $798,772 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,588 |
| Capital Gain Net Income | $11,588 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $810,360 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $18,568 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $80,941 |
| Contributions, gifts, grants paid | $700,000 |
| Total expenses and disbursements | $780,941 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,625,474 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,083,530 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Valere B Potter Trust Uw has awarded $700,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
VANDERBILT UNIVERSITY PURPOSE: GENERAL SUPPORT | $650,000 |
VANDERBILT UNIVERSITY PURPOSE: SUMMER CAMP | $50,000 |