Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JEAN L POTTER FDTN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

47-1641626
B Telephone number (see instructions)

(212) 852-3049
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,195,533J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 377,738 376,616  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -67,339
b Gross sales price for all assets on line 6a 796,594
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
476    
12 Total. Add lines 1 through 11........ 310,875 376,616  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,550 43,420   65,130
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,830 7,675   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
506 506    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,886 51,601 0 65,130
25 Contributions, gifts, grants paid....... 580,000 580,000
26 Total expenses and disbursements. Add lines 24 and 25 700,886 51,601 0 645,130
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -390,011
b Net investment income (if negative, enter -0-) 325,015
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,759 15,566 5,739
2 Savings and temporary cash investments......... 246,341 283,684 283,684
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,424,490 Click to see attachment
List of Attached Documents:
// Content
6,230,296 		9,493,763
c Investments—corporate bonds (attach schedule)....... 1,887,178 Click to see attachment
List of Attached Documents:
// Content
1,659,909 		1,631,887
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 664,128 Click to see attachment
List of Attached Documents:
// Content
656,103 		780,460
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,226,896 8,845,558 12,195,533
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,226,896 8,845,558
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,226,896 8,845,558
30 Total liabilities and net assets/fund balances (see instructions). 9,226,896 8,845,558
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,226,896
2
Enter amount from Part I, line 27a .....................
2
-390,011
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,122
4
Add lines 1, 2, and 3 ..........................
4
8,847,007
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,449
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,845,558
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 100000. FEDERAL FARM CREDIT BANK   2019-03-28 2023-02-02
b 50000. PEPSICO INC   2017-08-28 2023-03-01
c 25000. APPLE INC   2013-05-13 2023-05-03
d 2. ADVANCE AUTO PARTS INC   2022-09-29 2023-06-01
e 719. ADVANCE AUTO PARTS INC   2022-11-17 2023-06-01
2. ADVANCE AUTO PARTS INC   2022-08-31 2023-06-01
8. ADVANCE AUTO PARTS INC   2022-08-02 2023-06-01
42. ADVANCE AUTO PARTS INC   2022-08-30 2023-06-01
55. ADVANCE AUTO PARTS INC   2022-09-16 2023-06-01
18. BANK OF NOVA SCOTIA/THE   2018-12-03 2023-06-01
17. BANK OF NOVA SCOTIA/THE   2018-04-04 2023-06-01
64. BANK OF NOVA SCOTIA/THE   2018-05-23 2023-06-01
34. BANK OF NOVA SCOTIA/THE   2018-06-13 2023-06-01
101. BANK OF NOVA SCOTIA/THE   2018-08-09 2023-06-01
52. BANK OF NOVA SCOTIA/THE   2018-09-04 2023-06-01
151. BANK OF NOVA SCOTIA/THE   2018-09-10 2023-06-01
37. BANK OF NOVA SCOTIA/THE   2018-11-26 2023-06-01
81. BANK OF NOVA SCOTIA/THE   2018-05-02 2023-06-01
16. BANK OF NOVA SCOTIA/THE   2018-03-14 2023-06-01
16. BANK OF NOVA SCOTIA/THE   2018-02-27 2023-06-01
66. BANK OF NOVA SCOTIA/THE   2018-02-14 2023-06-01
38. BANK OF NOVA SCOTIA/THE   2018-02-07 2023-06-01
15. BANK OF NOVA SCOTIA/THE   2018-01-31 2023-06-01
30. BANK OF NOVA SCOTIA/THE   2018-01-12 2023-06-01
16. BANK OF NOVA SCOTIA/THE   2018-03-06 2023-06-01
111. KAYNE ANDERSON MLP INVT CO   2015-08-12 2023-06-01
249. KAYNE ANDERSON MLP INVT CO   2015-03-04 2023-06-01
119. KAYNE ANDERSON MLP INVT CO   2015-08-24 2023-06-01
6. WESTLAKE CHEMICAL CORP   2022-06-03 2023-06-01
12. WESTLAKE CHEMICAL CORP   2022-07-14 2023-06-01
16. WESTLAKE CHEMICAL CORP   2022-08-02 2023-06-01
3. WESTLAKE CHEMICAL CORP   2022-08-31 2023-06-01
4. WESTLAKE CHEMICAL CORP   2022-09-29 2023-06-01
100000. PFIZER INC   2018-02-22 2023-06-15
6. BAXTER INTERNATIONAL INC   2022-09-29 2023-07-19
5. BAXTER INTERNATIONAL INC   2022-08-31 2023-07-19
200. BAXTER INTERNATIONAL INC   2022-08-30 2023-07-19
39. CHEMOURS (THE) CO SHS   2022-03-31 2023-07-19
6. CHEMOURS (THE) CO SHS   2022-08-31 2023-07-19
29. CHEMOURS (THE) CO SHS   2022-08-02 2023-07-19
25. CHEMOURS (THE) CO SHS   2022-07-14 2023-07-19
12. CHEMOURS (THE) CO SHS   2022-06-03 2023-07-19
25. CHEMOURS (THE) CO SHS   2022-05-18 2023-07-19
63. CHEMOURS (THE) CO SHS   2022-04-27 2023-07-19
126. CHEMOURS (THE) CO SHS   2022-03-25 2023-07-19
34. CHEMOURS (THE) CO SHS   2022-03-23 2023-07-19
47. CHEMOURS (THE) CO SHS   2022-08-30 2023-07-19
9. CHEMOURS (THE) CO SHS   2022-09-29 2023-07-19
641. GENERAL MOTORS CO   2018-10-04 2023-07-19
52. GENERAL MOTORS CO   2018-11-26 2023-07-19
254. GENERAL MOTORS CO   2018-09-10 2023-07-19
83. GENERAL MOTORS CO   2018-09-04 2023-07-19
107. GENERAL MOTORS CO   2019-03-28 2023-07-19
158. GENERAL MOTORS CO   2018-08-09 2023-07-19
45. GENERAL MOTORS CO   2018-06-13 2023-07-19
105. GENERAL MOTORS CO   2018-05-23 2023-07-19
27. GENERAL MOTORS CO   2018-04-04 2023-07-19
25. GENERAL MOTORS CO   2018-12-03 2023-07-19
49. GENERAL MOTORS CO   2022-07-14 2023-07-19
106. GENERAL MOTORS CO   2019-05-16 2023-07-19
155. GENERAL MOTORS CO   2019-06-27 2023-07-19
46. GENERAL MOTORS CO   2022-03-23 2023-07-19
55. GENERAL MOTORS CO   2022-03-31 2023-07-19
105. GENERAL MOTORS CO   2022-04-27 2023-07-19
56. GENERAL MOTORS CO   2022-05-18 2023-07-19
27. GENERAL MOTORS CO   2022-06-03 2023-07-19
55. GENERAL MOTORS CO   2022-08-02 2023-07-19
8. GENERAL MOTORS CO   2022-08-31 2023-07-19
9. GENERAL MOTORS CO   2022-09-29 2023-07-19
136. GENERAL MOTORS CO   2018-05-02 2023-07-19
97. GENERAL MOTORS CO   2018-02-14 2023-07-19
26. GENERAL MOTORS CO   2018-03-14 2023-07-19
1200. GENERAL MOTORS CO   2014-03-21 2023-07-19
26. GENERAL MOTORS CO   2018-03-06 2023-07-19
24. GENERAL MOTORS CO   2018-02-27 2023-07-19
55. GENERAL MOTORS CO   2018-02-07 2023-07-19
23. GENERAL MOTORS CO   2018-01-31 2023-07-19
45. GENERAL MOTORS CO   2018-01-12 2023-07-19
138. GENERAL MOTORS CO   2017-10-31 2023-07-19
37. GENERAL MOTORS CO   2017-09-28 2023-07-19
218. GENERAL MOTORS CO   2017-06-26 2023-07-19
106. GENERAL MOTORS CO   2015-08-24 2023-07-19
98. GENERAL MOTORS CO   2015-08-12 2023-07-19
239. GENERAL MOTORS CO   2015-03-04 2023-07-19
284. GENERAL MOTORS CO   2015-01-21 2023-07-19
100000. IBM CORP   2017-03-17 2023-08-01
100000. MICROSOFT CORP   2016-10-12 2023-08-08
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,000   100,000  
b 50,000   50,000  
c 25,000   24,454 546
d 137   319 -182
e 49,424   106,631 -57,207
137   337 -200
550   1,563 -1,013
2,887   7,113 -4,226
3,781   9,266 -5,485
879   990 -111
830   1,017 -187
3,124   3,969 -845
1,660   1,982 -322
4,930   5,957 -1,027
2,538   2,956 -418
7,370   8,603 -1,233
1,806   1,965 -159
3,954   4,999 -1,045
781   1,004 -223
781   1,002 -221
3,221   4,002 -781
1,855   2,372 -517
732   999 -267
1,464   1,975 -511
781   986 -205
892   2,277 -1,385
2,001   7,311 -5,310
956   2,263 -1,307
633   786 -153
1,266   1,083 183
1,688   1,506 182
316   296 20
422   339 83
100,000   100,000  
287   332 -45
239   288 -49
9,564   11,364 -1,800
1,491   1,239 252
229   202 27
1,109   1,017 92
956   762 194
459   523 -64
956   1,031 -75
2,409   2,065 344
4,817   4,032 785
1,300   1,041 259
1,797   1,620 177
344   216 128
25,186   22,075 3,111
2,043   1,983 60
9,980   8,597 1,383
3,261   2,982 279
4,204   3,980 224
6,208   5,969 239
1,768   1,978 -210
4,126   3,975 151
1,061   998 63
982   965 17
1,925   1,508 417
4,165   3,971 194
6,090   5,988 102
1,807   2,036 -229
2,161   2,423 -262
4,126   4,054 72
2,200   2,005 195
1,061   1,021 40
2,161   2,004 157
314   308 6
354   298 56
5,344   4,969 375
3,811   3,980 -169
1,022   992 30
47,150   42,192 4,958
1,022   985 37
943   965 -22
2,161   2,371 -210
904   974 -70
1,768   1,977 -209
5,422   5,994 -572
1,454   1,498 -44
8,566   7,472 1,094
4,165   2,991 1,174
3,851   2,987 864
9,391   9,002 389
11,159   9,647 1,512
100,000   100,000  
100,000   99,219 781
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Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c       546
d       -182
e       -57,207
      -200
      -1,013
      -4,226
      -5,485
      -111
      -187
      -845
      -322
      -1,027
      -418
      -1,233
      -159
      -1,045
      -223
      -221
      -781
      -517
      -267
      -511
      -205
      -1,385
      -5,310
      -1,307
      -153
      183
      182
      20
      83
       
      -45
      -49
      -1,800
      252
      27
      92
      194
      -64
      -75
      344
      785
      259
      177
      128
      3,111
      60
      1,383
      279
      224
      239
      -210
      151
      63
      17
      417
      194
      102
      -229
      -262
      72
      195
      40
      157
      6
      56
      375
      -169
      30
      4,958
      37
      -22
      -210
      -70
      -209
      -572
      -44
      1,094
      1,174
      864
      389
      1,512
       
      781
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -67,339
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,518
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,518
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,518
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,155
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,155
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 363
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A TRUSTEE
2 		108,550    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,416,633
b
Average of monthly cash balances.......................
1b
467,463
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,884,096
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,884,096
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
178,261
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,705,835
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
585,292
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
585,292
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,518
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,518
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
580,774
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
580,774
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
580,774
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
645,130
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
645,130
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 580,774
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 110,021
b From 2019...... 36,690
c From 2020...... 112,280
d From 2021...... 38,547
e From 2022...... 125,239
f Total of lines 3a through e ........ 422,777
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 645,130
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 580,774
e Remaining amount distributed out of corpus 64,356
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 487,133
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		110,021
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		377,112
10 Analysis of line 9:
a Excess from 2019.... 36,690
b Excess from 2020.... 112,280
c Excess from 2021.... 38,547
d Excess from 2022.... 125,239
e Excess from 2023.... 64,356
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

GOOD SHEPHERD REHABILITATION

850 SOUTH 5TH STREET
ALLENTOWN,PA181033308 		NONE PC GENERAL OPERATING 100,000

WORLD CHALLENGE INC

1125 KELLY JNSN BLVD STE 321
COLORADO SPGS,CO809203975 		NONE PC GENERAL OPERATING 15,000

BILLY GRAHAM EVANGELISTIC ASSC

1 BILLY GRAHAM PKWY
CHARLOTTE,NC282010001 		NONE PC GENERAL OPERATING 15,000

CHRISTIAN HEALING MINISTRY

438 W 67TH ST
JACKSONVILLE,FL322083931 		NONE PC GENERAL OPERATING 5,000

PRISON FELLOWSHIP MINISTRIES
PLANNED GIVING DEPT
44180 RIVERSIDE PARKWAY
LANSDOWNE,VA20176 		NONE PC GENERAL OPERATING 25,000

WORLD VISION INC
ATTN GIFT PLANNING MS 353
PO BOX 9716
FEDERAL WAY,WA980639716 		NONE PC GENERAL OPERATING 200,000

AFRICAN ENTERPRISE

PO BOX 28190
SPOKANE,WA992288190 		NONE PC GENERAL OPERATING 45,000

DOOR OF HOPE

221 E WALNUT ST STE 112
PASADENA,CA911011554 		NONE PC GENERAL OPERATING 125,000

CAMPUS CRUSADE FOR CHRISTINTL

100 LAKE HART DR
ORLANDO,FL328320100 		NONE PC GENERAL OPERATING 50,000
Total .................................right arrow 3a 580,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 377,738  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -67,339  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 476  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   310,875  
13Total. Add line 12, columns (b), (d), and (e)..................
13
310,875
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Name of Bond End of Year Book Value End of Year Fair Market Value
36966TJS2 GENERAL ELEC CAP COR 52,066 47,718
458140BD1 INTEL CORP 98,251 99,019
532457BP2 ELI LILLY & CO 50,442 48,278
717081DM2 PFIZER INC 100,087 99,281
24422ETC3 JOHN DEERE CAPITAL C 100,051 98,016
46625HRY8 JPMORGAN CHASE & CO 101,454 96,662
58933YAR6 MERCK & CO INC 100,071 97,790
594918BJ2 MICROSOFT CORP 100,059 97,638
594918BQ6 MICROSOFT CORP    
68389XBD6 ORACLE CORP 50,812 46,000
717081DH3 PFIZER INC    
037833AK6 APPLE INC    
437076BT8 HOME DEPOT INC 94,977 95,124
713448CG1 PEPSICO INC    
931142DP5 WAL-MART STORES INC 100,299 99,336
459200HP9 IBM CORP    
22160KAM7 COSTCO WHOLESALE COR 96,963 96,367
25468PDK9 WALT DISNEY COMPANY/ 100,319 96,731
341081FK8 FLORIDA POWER & LIGH 100,175 99,062
36966TJT0 GENERAL ELEC CAP COR 63,944 59,425
3133EJBP3 FEDERAL FARM CREDIT    
822582CC4 SHELL INTERNATIONAL 99,832 97,412
023135CQ7 AMAZON.COM INC 100,887 102,802
89236TKR5 TOYOTA MOTOR CREDIT 98,715 102,842
91324PEQ1 UNITEDHEALTH GROUP I 50,505 52,384

TY 2023 InvestmentsCorpStockSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Name of Stock End of Year Book Value End of Year Fair Market Value
68389X105 ORACLE CORP 16,908 52,715
713448108 PEPSICO INC 136,026 228,095
747525103 QUALCOMM INC 82,644 175,870
904767704 UNILEVER PLC AMER SH 35,627 39,026
911312106 UNITED PARCEL SERVIC 101,099 136,476
46625H100 J P MORGAN CHASE & C 70,600 177,074
87612E106 TARGET CORP 56,397 118,351
931142103 WAL MART STORES INC 24,731 48,872
00287Y109 ABBVIE INC 102,195 211,689
037833100 APPLE INC 88,947 497,498
291011104 EMERSON ELECTRIC CO 94,141 129,546
594918104 MICROSOFT CORP COM 69,417 443,351
636274409 NATIONAL GRID PLC 94,503 111,640
717081103 PFIZER INC 142,999 124,344
580135101 MC DONALDS CORPORATI 13,343 41,215
80105N105 SANOFI-SYNTHELABO 112,928 113,285
882508104 TEXAS INSTRUMENTS IN 30,138 43,126
92343V104 VERIZON COMMUNICATIO 215,435 186,389
02079K107 ALPHABET INC SHS 13,857 84,558
002824100 ABBOTT LABORATORIES 7,475 16,731
031162100 AMGEN INC 43,682 90,726
458140100 INTEL CORPORATION 150,953 220,196
718172109 PHILIP MORRIS INTERN 128,195 140,461
855244109 STARBUCKS CORP 9,555 13,537
369550108 GENERAL DYNAMICS COR 64,911 88,028
064149107 BANK OF NOVA SCOTIA/    
09062X103 BIOGEN IDEC INC 23,640 25,877
25243Q205 DIAGEO PLC SPON ADR 65,726 76,326
438516106 HONEYWELL INTERNATIO 50,508 66,897
66987V109 NOVARTIS AG SPNSRD A 14,395 19,184
000375204 ABB LTD 108,061 217,070
126650100 CVS HEALTH CORP 126,624 151,761
172967424 CITIGROUP INC 46,913 58,642
478160104 JOHNSON & JOHNSON 105,258 125,392
58933Y105 MERCK AND CO INC SHS 100,947 194,601
742718109 PROCTER & GAMBLE CO/ 144,414 249,118
00206R102 AT&T INC 124,130 87,558
11135F101 BROADCOM INC 139,302 553,660
149123101 CATERPILLAR INC 33,677 115,016
254687106 WALT DISNEY CO/THE 78,024 74,850
29250N105 ENBRIDGE INC 65,633 66,745
30231G102 EXXON MOBIL CORP 568,071 604,079
370334104 GENERAL MILLS INC 64,672 86,962
500754106 KRAFT HEINZ CO/THE 156,546 115,563
548661107 LOWES COMPANIES INC 17,280 99,035
57636Q104 MASTERCARD INC 13,752 120,702
874039100 TAIWAN SEMICONDUCTOR 26,797 53,560
17275R102 CISCO SYSTEMS INC 192,474 330,350
260003108 DOVER CORP 4,914 20,918
718546104 PHILLIPS 66 106,740 160,034
09247X101 BLACKROCK INC 31,300 58,450
20030N101 COMCAST CORP 89,149 115,808
37045V100 GENERAL MOTORS CO    
459200101 INTERNATIONAL BUSINE 321,503 310,581
891160509 TORONTO-DOMINION BAN 65,981 71,987
482480100 KLA-TENCOR CORP 18,486 69,756
G5960L103 MEDTRONIC PLC SHS 33,739 28,833
493267108 KEYCORP NEW COM 9,995 8,352
512807108 LAM RESH CORP COM 10,789 45,429
539830109 LOCKHEED MARTIN CORP 116,921 177,670
26614N102 DUPONT DE NEMOURS IN 168,583 202,711
87807B107 TC ENERGY CORP 74,130 64,733
674599105 OCCIDENTAL PETROLEUM 121,523 161,575
026874784 AMERICAN INTERNATION 29,762 78,726
89832Q109 TRUIST FINL CORP 117,908 114,304
756109104 REALTY INCOME CORP 19,899 17,398
75513E101 RAYTHEON TECHNOLOGIE 82,625 105,343
110122108 BRISTOL-MYERS SQUIBB 30,612 23,654
67077M108 NUTRIEN LTD 16,167 13,970
020002101 ALLSTATE CORP/THE 13,943 14,978
960413102 WESTLAKE CHEMICAL CO    
09260D107 BLACKSTONE GROUP INC 15,211 18,067
G7997R103 SEAGATE TECH HLDGS P 20,570 21,001
04010L103 ARES CAPITAL CORP 8,571 8,753
49456B101 KINDER MORGAN INC/DE 11,922 11,872
00751Y106 ADVANCE AUTO PARTS I    
166764100 CHEVRONTEXACO CORP 23,381 21,628
773903109 ROCKWELL AUTOMATION 12,053 16,145
459506101 INTERNATIONAL FLAVOR 27,850 20,243
65473P105 NISOURCE INC 11,146 9,877
253868103 DIGITAL REALTY TRUST 21,904 21,802
231021106 CUMMINS INC 22,023 25,634
219350105 CORNING INC COM 16,761 14,281
071813109 BAXTER INTERNATIONAL    
826197501 SIEMENS AG 18,872 28,997
649445103 NEW YORK COMMUNITY B 15,986 16,082
163851108 CHEMOURS (THE) CO SH    
559222401 MAGNA INTERNATIONAL 19,314 18,492
125269100 CF INDS HLDGS INC 10,441 8,109
N6596X109 NXP SEMICONDUCTORS N 19,719 25,035
067901108 BARRICK GOLD CORP 5,573 6,295
828806109 SIMON PROPERTY GROUP 10,967 14,264
69121K104 OWL ROCK CAPITAL COR 3,346 3,321
534187109 LINCOLN NATIONAL COR 23,459 11,139
780259305 ROYAL DUTCH SHELL PL 107,780 116,927
89151E109 TOTAL FINA ELF S.A. 49,298 65,965
22822V101 CROWN CASTLE INTERNA 34,016 34,557
26884L109 EQT CORP 11,814 11,598
277432100 EASTMAN CHEMICAL CO 4,290 4,940
31620M106 FIDELITY NATL INFO S 18,266 18,021
501044101 KROGER CO/THE 12,209 12,525
799926100 SANDOZ GROUP AG 810 1,216
867224107 SUNCOR ENERGY INC 14,525 16,020

TY 2023 InvestmentsOtherSchedule2
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464286319 ISHARES EMERGING MAR AT COST 119,140 80,450
464287663 ISHARES CORE S&P U.S AT COST 89,987 138,723
46434V621 ISHARES CORE DIVIDEN AT COST 119,941 179,113
464288448 SHARES DJ EPAC SEL D AT COST 147,184 127,774
464287671 ISHARES CORE S&P U.S AT COST 89,934 162,396
486606106 KAYNE ANDERSON MLP I      
00162Q452 ALERIAN MLP ETF SHS AT COST 4,117 4,635
46641Q332 J.P. MORGAN EXCHANGE AT COST 15,688 14,680
81369Y506 ENERGY SELECT SECTOR AT COST 70,112 72,689

TY 2023 OtherDecreasesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Amount
MUTUAL FUND TIMING ADJ 328
CY PURCHASE OF ACCRUED INTEREST 366
TAX LOT BASIS ADJUSTMENT 39
PY RETURN OF CAPITAL ADJ 716


TY 2023 OtherExpensesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 506 506   0


TY 2023 OtherIncomeSchedule2
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 476 0  


TY 2023 OtherIncreasesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Amount
TEMPORARY ADVANCE 9,827
AMORTIZATION/COST BASIS ADJ 295


TY 2023 TaxesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,235 7,235   0
FEDERAL ESTIMATES - PRINCIPAL 4,155 0   0
FOREIGN TAXES ON NONQUALIFIED 440 440   0