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Valere B Potter Trust Uw is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1978. The principal officer is Waller Lansden Dortch And Davis. It holds total assets of $5M. Annual income is reported at $894K. Total assets have grown from $4M in 2011 to $5M in 2024. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2024. Grantmaking is concentrated in Tennessee. According to available records, Valere B Potter Trust Uw has made 4 grants totaling $2.1M, with a median grant of $675K. Annual giving has decreased from $1.4M in 2023 to $700K in 2024. Individual grants have ranged from $50K to $700K, with an average award of $525K. Grant recipients are concentrated in Tennessee. Contributions to this foundation are tax-deductible.
Smallest Grant
$30K
Median Grant
$30K
Average Grant
$220K
Largest Grant
$600K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Valere B Potter Trust Uw is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in TN.
Valere B Potter Trust Uw has distributed a total of $2.1M across 4 grants. The median grant size is $675K, with an average of $525K. Individual grants have ranged from $50K to $700K.
Valere B Potter Trust Uw typically selects its grantees rather than accepting unsolicited proposals.
Valere B Potter Trust Uw is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Blair J Wilson | TRUSTEE | $0 | $0 | N/A |
| Justin P Wilson | TRUSTEE | $0 | $0 | N/A |
| Ruth Valere Adar | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$5M
Fair Market Value
N/A
Net Worth
$5M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
4
Total Giving
$2.1M
Average Grant
$525K
Median Grant
$675K
Unique Recipients
1
Most Common Grant
$700K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Vanderbilt UniversityGENERAL SUPPORT | Nashville, TN | $650K | 2024 |