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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$13,251,617J 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... 391,551 390,167  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 74,552
b Gross sales price for all assets on line 6a 810,488
7 Capital gain net income (from Part IV, line 2)... 74,552
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).......      
12 Total. Add lines 1 through 11........ 466,103 464,719  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 119,058 47,623   71,435
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
13,651 8,770   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
556 556    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 133,265 56,949 0 71,435
25 Contributions, gifts, grants paid....... 608,000 608,000
26 Total expenses and disbursements. Add lines 24 and 25 741,265 56,949 0 679,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -275,162
b Net investment income (if negative, enter -0-) 407,770
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 15,566 3,329 3,329
2 Savings and temporary cash investments......... 283,684 252,287 252,287
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)....... 6,230,296 Click to see attachment
List of Attached Documents:
// Content
6,087,511 		10,590,925
c Investments—corporate bonds (attach schedule)....... 1,659,909 Click to see attachment
List of Attached Documents:
// Content
1,560,904 		1,532,926
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).......... 656,103 Click to see attachment
List of Attached Documents:
// Content
656,142 		872,150
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) 8,845,558 8,560,173 13,251,617
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........ 8,845,558 8,560,173
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)..... 8,845,558 8,560,173
30 Total liabilities and net assets/fund balances (see instructions). 8,845,558 8,560,173
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
8,845,558
2
Enter amount from Part I, line 27a .....................
2
-275,162
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
582
4
Add lines 1, 2, and 3 ..........................
4
8,570,978
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,805
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,560,173
Form 990-PF (2024)
Form 990-PF (2024)
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 5. DUPONT DE NEMOURS INC   2018-01-31 2024-01-19
b 26. DUPONT DE NEMOURS INC   2015-08-24 2024-01-19
c 60. DUPONT DE NEMOURS INC   2015-03-04 2024-01-19
d 72. DUPONT DE NEMOURS INC   2015-01-21 2024-01-19
e 22. DUPONT DE NEMOURS INC   2015-08-12 2024-01-19
28. DUPONT DE NEMOURS INC   2013-10-23 2024-01-19
37. DUPONT DE NEMOURS INC   2013-10-22 2024-01-19
24. DUPONT DE NEMOURS INC   2013-10-21 2024-01-19
31. DUPONT DE NEMOURS INC   2017-06-26 2024-01-19
15. DUPONT DE NEMOURS INC   2017-07-26 2024-01-19
8. DUPONT DE NEMOURS INC   2017-09-28 2024-01-19
27. DUPONT DE NEMOURS INC   2017-10-31 2024-01-19
9. DUPONT DE NEMOURS INC   2018-01-12 2024-01-19
11. DUPONT DE NEMOURS INC   2018-02-07 2024-01-19
923. DUPONT DE NEMOURS INC   2014-03-04 2024-01-19
19. DUPONT DE NEMOURS INC   2018-02-14 2024-01-19
11. DUPONT DE NEMOURS INC   2018-11-26 2024-01-19
6. DUPONT DE NEMOURS INC   2018-12-03 2024-01-19
25. DUPONT DE NEMOURS INC   2019-03-28 2024-01-19
43. DUPONT DE NEMOURS INC   2019-05-16 2024-01-19
271. DUPONT DE NEMOURS INC   2019-07-11 2024-01-19
928. DUPONT DE NEMOURS INC   2020-03-03 2024-01-19
34. DUPONT DE NEMOURS INC   2016-11-10 2024-01-19
141. NEW YORK COMMUNITY BANCORP INC   2022-03-23 2024-02-01
359. NEW YORK COMMUNITY BANCORP INC   2022-03-25 2024-02-01
171. NEW YORK COMMUNITY BANCORP INC   2022-03-31 2024-02-01
318. NEW YORK COMMUNITY BANCORP INC   2022-04-27 2024-02-01
79. NEW YORK COMMUNITY BANCORP INC   2022-06-03 2024-02-01
129. NEW YORK COMMUNITY BANCORP INC   2022-07-14 2024-02-01
160. NEW YORK COMMUNITY BANCORP INC   2022-05-18 2024-02-01
36. NEW YORK COMMUNITY BANCORP INC   2022-09-29 2024-02-01
31. NEW YORK COMMUNITY BANCORP INC   2022-08-31 2024-02-01
148. NEW YORK COMMUNITY BANCORP INC   2022-08-02 2024-02-01
66. CF INDS HLDGS INC   2022-08-30 2024-04-10
10. CF INDS HLDGS INC   2022-08-02 2024-04-10
9. CF INDS HLDGS INC   2022-07-14 2024-04-10
5. CF INDS HLDGS INC   2022-06-03 2024-04-10
10. CF INDS HLDGS INC   2022-05-18 2024-04-10
2. CF INDS HLDGS INC   2022-08-31 2024-04-10
100000. WAL-MART STORES INC   2017-08-28 2024-04-22
54. BARRICK GOLD CORP   2022-08-30 2024-05-08
44. BARRICK GOLD CORP   2022-06-03 2024-05-08
87. BARRICK GOLD CORP   2022-07-14 2024-05-08
115. BARRICK GOLD CORP   2022-08-02 2024-05-08
24. BARRICK GOLD CORP   2022-08-31 2024-05-08
24. BARRICK GOLD CORP   2022-09-29 2024-05-08
100000. INTEL CORP   2018-02-26 2024-05-13
100000. PFIZER INC   2018-02-27 2024-05-15
100000. FLORIDA POWER & LIGHT CO   2017-03-17 2024-06-03
5756.89 NATIONAL GRID PLC   2024-07-03 2024-07-03
260. AMERICAN INTERNATIONAL GROUP INC   2020-05-22 2024-07-11
86. AMERICAN INTERNATIONAL GROUP INC   2020-05-22 2024-07-11
816. AMERICAN INTERNATIONAL GROUP INC   2020-04-17 2024-07-11
.2 SOUTH BOW CORP   2017-06-26 2024-10-08
100000. SHELL INTERNATIONAL FIN   2019-11-21 2024-11-07
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 366   561 -195
b 1,903   1,528 375
c 4,392   4,437 -45
d 5,270   4,782 488
e 1,610   1,483 127
2,050   1,717 333
2,708   2,288 420
1,757   1,475 282
2,269   2,923 -654
1,098   1,467 -369
586   809 -223
1,976   2,893 -917
659   1,004 -345
805   1,179 -374
67,565   68,023 -458
1,391   1,983 -592
805   938 -133
439   529 -90
1,830   1,964 -134
3,148   2,906 242
19,838   18,832 1,006
67,931   42,136 25,795
2,489   2,726 -237
833   1,538 -705
2,122   3,911 -1,789
1,011   1,842 -831
1,879   3,092 -1,213
467   766 -299
762   1,154 -392
946   1,531 -585
213   308 -95
183   303 -120
875   1,541 -666
5,259   7,051 -1,792
797   983 -186
717   719 -2
398   475 -77
797   1,006 -209
159   206 -47
100,000   100,000  
901   804 97
734   909 -175
1,452   1,338 114
1,919   1,807 112
401   358 43
401   357 44
100,000   98,251 1,749
100,000   100,000  
100,000   100,000  
5,757   5,757  
19,789   7,427 12,362
6,546   2,431 4,115
62,107   19,903 42,204
4   4  
100,000   99,832 168
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
      174
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       -195
b       375
c       -45
d       488
e       127
      333
      420
      282
      -654
      -369
      -223
      -917
      -345
      -374
      -458
      -592
      -133
      -90
      -134
      242
      1,006
      25,795
      -237
      -705
      -1,789
      -831
      -1,213
      -299
      -392
      -585
      -95
      -120
      -666
      -1,792
      -186
      -2
      -77
      -209
      -47
       
      97
      -175
      114
      112
      43
      44
      1,749
       
       
       
      12,362
      4,115
      42,204
       
      168
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 74,552
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 5,668
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 5,668
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 5,668
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,518
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 4,518
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 1,150
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		119,058    
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
12,485,242
b
Average of monthly cash balances.......................
1b
696,653
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,181,895
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
13,181,895
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
197,728
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,984,167
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
649,208
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
649,208
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,668
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,668
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
643,540
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
643,540
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
643,540
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
679,435
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
679,435
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 643,540
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 36,690
b From 2020...... 112,280
c From 2021...... 38,547
d From 2022...... 125,239
e From 2023...... 64,356
f Total of lines 3a through e ........ 377,112
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 679,435
a Applied to 2023, 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 2024 distributable amount..... 643,540
e Remaining amount distributed out of corpus 35,895
5 Excess distributions carryover applied to 2024. 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 5 413,007
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		36,690
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		376,317
10 Analysis of line 9:
a Excess from 2020.... 112,280
b Excess from 2021.... 38,547
c Excess from 2022.... 125,239
d Excess from 2023.... 64,356
e Excess from 2024.... 35,895
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 130,000

WORLD CHALLENGE INC

1125 KELLY JNSN BLVD STE 321
COLORADO SPGS,CO809203975 		NONE PC GENERAL OPERATING 18,000

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 40,000

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 50,000

WYCLIFFE ASSOCIATES INC

11450 TRANSLATION WAY
ORLANDO,FL328620143 		NONE PC GENERAL OPERATING 10,000

DOOR OF HOPE

221 E WALNUT ST STE 112
PASADENA,CA911011554 		NONE PC GENERAL OPERATING 130,000

CAMPUS CRUSADE FOR CHRISTINTL

100 LAKE HART DR
ORLANDO,FL328320100 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 608,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 391,551  
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 74,552  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   466,103  
13Total. Add line 12, columns (b), (d), and (e)..................
13
466,103
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 51,652 48,093
458140BD1 INTEL CORP    
532457BP2 ELI LILLY & CO 50,315 48,539
717081DM2 PFIZER INC    
24422ETC3 JOHN DEERE CAPITAL C 100,021 99,178
46625HRY8 JPMORGAN CHASE & CO 101,115 97,879
58933YAR6 MERCK & CO INC 100,007 99,810
594918BJ2 MICROSOFT CORP 100,027 98,956
68389XBD6 ORACLE CORP 50,694 45,763
437076BT8 HOME DEPOT INC 94,977 95,816
931142DP5 WAL-MART STORES INC    
22160KAM7 COSTCO WHOLESALE COR 96,963 97,119
25468PDK9 WALT DISNEY COMPANY/ 100,170 98,432
341081FK8 FLORIDA POWER & LIGH    
36966TJT0 GENERAL ELEC CAP COR 63,452 60,424
822582CC4 SHELL INTERNATIONAL    
023135CQ7 AMAZON.COM INC 100,752 100,626
89236TKR5 TOYOTA MOTOR CREDIT 98,715 97,264
91324PEQ1 UNITEDHEALTH GROUP I 50,433 50,806
341081GU5 FLORIDA POWER & LIGH 51,149 50,142
373334KQ3 GEORGIA POWER CO 49,588 48,715
438516CR5 HONEYWELL INTERNATIO 50,855 50,021
458140CN8 INTEL CORP 50,375 49,077
744448CW9 PUBLIC SERVICE COLOR 47,686 46,879
744448CZ2 PUBLIC SERVICE COLOR 50,524 50,062
91324PFA5 UNITEDHEALTH GROUP I 50,228 49,707
949746JM4 WELLS FARGO 51,206 49,618

TY 2024 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 83,320
713448108 PEPSICO INC 136,026 204,217
747525103 QUALCOMM INC 82,644 186,802
904767704 UNILEVER PLC AMER SH 35,627 45,644
911312106 UNITED PARCEL SERVIC 101,099 109,455
46625H100 J P MORGAN CHASE & C 70,600 249,538
87612E106 TARGET CORP 56,397 112,335
931142103 WAL MART STORES INC 24,731 84,026
00287Y109 ABBVIE INC 102,195 242,738
037833100 APPLE INC 88,947 647,085
291011104 EMERSON ELECTRIC CO 94,141 164,951
594918104 MICROSOFT CORP COM 69,417 496,949
636274409 NATIONAL GRID PLC 88,746 97,568
717081103 PFIZER INC 142,999 114,583
580135101 MC DONALDS CORPORATI 13,343 40,295
80105N105 SANOFI-SYNTHELABO 112,928 109,868
882508104 TEXAS INSTRUMENTS IN 30,138 47,440
92343V104 VERIZON COMMUNICATIO 215,435 197,711
02079K107 ALPHABET INC SHS 13,857 114,264
002824100 ABBOTT LABORATORIES 7,475 17,193
031162100 AMGEN INC 43,682 82,102
458140100 INTEL CORPORATION 150,953 87,859
718172109 PHILIP MORRIS INTERN 128,195 179,683
855244109 STARBUCKS CORP 9,555 12,866
369550108 GENERAL DYNAMICS COR 64,911 89,323
09062X103 BIOGEN IDEC INC 23,640 15,292
25243Q205 DIAGEO PLC SPON ADR 65,726 66,616
438516106 HONEYWELL INTERNATIO 50,508 72,059
66987V109 NOVARTIS AG SPNSRD A 14,395 18,489
000375204 ABB LTD 108,061 263,179
126650100 CVS HEALTH CORP 126,624 86,279
172967424 CITIGROUP INC 46,913 80,245
478160104 JOHNSON & JOHNSON 105,258 115,696
58933Y105 MERCK AND CO INC SHS 100,947 177,572
742718109 PROCTER & GAMBLE CO/ 144,414 285,005
00206R102 AT&T INC 129,935 126,533
11135F101 BROADCOM INC 139,302 1,149,926
149123101 CATERPILLAR INC 33,677 141,114
254687106 WALT DISNEY CO/THE 78,024 92,309
29250N105 ENBRIDGE INC 65,633 78,623
30231G102 EXXON MOBIL CORP 568,071 649,938
370334104 GENERAL MILLS INC 64,672 85,133
500754106 KRAFT HEINZ CO/THE 156,546 95,969
548661107 LOWES COMPANIES INC 17,280 109,826
57636Q104 MASTERCARD INC 13,752 149,019
874039100 TAIWAN SEMICONDUCTOR 26,797 101,707
17275R102 CISCO SYSTEMS INC 192,474 387,109
260003108 DOVER CORP 4,914 25,514
718546104 PHILLIPS 66 106,740 136,944
09247X101 BLACKROCK INC    
20030N101 COMCAST CORP 89,149 99,117
459200101 INTERNATIONAL BUSINE 321,503 417,457
891160509 TORONTO-DOMINION BAN 65,981 59,309
482480100 KLA-TENCOR CORP 18,486 75,614
G5960L103 MEDTRONIC PLC SHS 78,111 73,569
493267108 KEYCORP NEW COM 9,995 9,941
512807108 LAM RESH CORP COM    
539830109 LOCKHEED MARTIN CORP 116,921 190,488
26614N102 DUPONT DE NEMOURS IN    
87807B107 TC ENERGY CORP 67,447 77,054
674599105 OCCIDENTAL PETROLEUM 121,523 133,703
026874784 AMERICAN INTERNATION    
89832Q109 TRUIST FINL CORP 117,908 134,304
756109104 REALTY INCOME CORP 19,837 16,183
75513E101 RAYTHEON TECHNOLOGIE 82,625 144,881
110122108 BRISTOL-MYERS SQUIBB 30,612 26,074
67077M108 NUTRIEN LTD 16,167 11,098
020002101 ALLSTATE CORP/THE 13,943 20,629
09260D107 BLACKSTONE GROUP INC 14,935 23,794
G7997R103 SEAGATE TECH HLDGS P 20,570 21,232
04010L103 ARES CAPITAL CORP 8,571 9,566
49456B101 KINDER MORGAN INC/DE 11,399 18,440
166764100 CHEVRONTEXACO CORP 23,381 21,002
773903109 ROCKWELL AUTOMATION 12,053 14,861
459506101 INTERNATIONAL FLAVOR 27,850 21,138
65473P105 NISOURCE INC 11,146 13,675
253868103 DIGITAL REALTY TRUST 21,904 28,727
231021106 CUMMINS INC 22,023 37,300
219350105 CORNING INC COM 16,761 22,287
826197501 SIEMENS AG 18,872 29,971
649445103 NEW YORK COMMUNITY B    
559222401 MAGNA INTERNATIONAL 19,314 13,080
125269100 CF INDS HLDGS INC    
N6596X109 NXP SEMICONDUCTORS N 19,719 22,656
067901108 BARRICK GOLD CORP    
828806109 SIMON PROPERTY GROUP 10,967 17,221
69121K104 OWL ROCK CAPITAL COR 3,346 3,402
534187109 LINCOLN NATIONAL COR 23,459 13,096
780259305 ROYAL DUTCH SHELL PL 107,780 111,329
89151E109 TOTAL FINA ELF S.A. 49,298 53,356
22822V101 CROWN CASTLE INTERNA 33,696 27,228
26884L109 EQT CORP 11,814 13,833
277432100 EASTMAN CHEMICAL CO 4,290 5,023
31620M106 FIDELITY NATL INFO S 18,266 24,231
501044101 KROGER CO/THE 12,209 16,755
799926100 SANDOZ GROUP AG 810 1,539
867224107 SUNCOR ENERGY INC 14,525 17,840
09290D101 BLACKROCK INC REG SH 31,300 73,808
512807306 LAM RESH CORP 10,789 41,893
83671M105 SOUTH BOW CORP 6,678 7,802
G02602103 AMDOCS LIMITED 44,326 47,508

TY 2024 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 78,446
464287663 ISHARES CORE S&P U.S AT COST 89,987 152,311
46434V621 ISHARES CORE DIVIDEN AT COST 119,941 204,140
464288448 SHARES DJ EPAC SEL D AT COST 147,223 124,990
464287671 ISHARES CORE S&P U.S AT COST 89,934 217,386
00162Q452 ALERIAN MLP ETF SHS AT COST 4,117 5,249
46641Q332 J.P. MORGAN EXCHANGE AT COST 15,688 15,361
81369Y506 ENERGY SELECT SECTOR AT COST 70,112 74,267

TY 2024 OtherDecreasesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Amount
TEMPORARY ADVANCE ADJUSTMENT 9,827
PY ROC / COST BASIS ADJ 978


TY 2024 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 556 556   0


TY 2024 OtherIncreasesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Amount
MUTUAL FUND TIMING ADJ 216
PY PURCHASE OF ACCRUED INTEREST 366


TY 2024 TaxesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,902 7,902   0
FEDERAL TAX PAYMENT - PRIOR YE 363 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,518 0   0
FOREIGN TAXES ON NONQUALIFIED 868 868   0