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THE POWELL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE POWELL FOUNDATION (EIN 74-6104592)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202421289349104562
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-07T19:37:09-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746104592EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Powell FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOWEBusinessNameControlTxt
Phone7135237557PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine Osborne ValdezPersonNm
Person TitlePresident/DirPersonTitleTxt
Phone7135237557PhoneNum
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKatherinePersonFirstNm
Person LastOsborne ValdezPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum
Preparation2024-04-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$421,222,742FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$184,765InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$184,765InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,636,268DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,636,268DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,013,374NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,524,119GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,013,374CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,834,407TotalRevAndExpnssAmt
Total Net Invst Incm$22,834,407TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$84,119CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,940CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$79,179CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$871,258OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$43,563OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$827,695OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$252,417PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$12,776PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$240,961PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,284LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,281LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$707,894OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$653,277OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$69,076OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$417,733TaxesRevAndExpnssAmt
Taxes Net Invst Incm$112,253TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$99,715OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,986OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$96,544OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$71,596TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,347TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$68,257TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$66,890OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,356OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$46,909OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,589,706TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$857,398TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,445,502TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,577,548ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,526,704ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,167,254TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$857,398TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,972,206TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,667,153ExcessRevenueOverExpensesAmt
Net Investment Income$21,977,009NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$780,477CashBOYAmt
Cash EOY$975,934CashEOYAmt
Cash EOYFMV$975,934CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,142,613SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,242,533SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,242,533SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$102,156AcctRcvblAmt
Acct Rcvbl EOY$102,156AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$102,156AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$36,525PrepaidExpensesBOYAmt
Prepaid Expenses EOY$36,798PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$36,798PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$3,065,226USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,184,289USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,184,289USGovtObligationsEOYFMVAmt
Corporate Stock BOY$345,928,792CorporateStockBOYAmt
Corporate Stock EOY$391,323,962CorporateStockEOYAmt
Corporate Stock EOYFMV$391,323,962CorporateStockEOYFMVAmt
Corporate Bonds BOY$20,332,273CorporateBondsBOYAmt
Corporate Bonds EOY$20,887,070CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,887,070CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$470,000LandBldgEquipCostOrOtherBssAmt
Land BOY$470,000LandBOYAmt
Land EOY$470,000LandEOYAmt
Land EOYFMV$470,000LandEOYFMVAmt
Total Assets BOY$372,755,906TotalAssetsBOYAmt
Total Assets EOY$421,222,742TotalAssetsEOYAmt
Total Assets EOYFMV$421,222,742TotalAssetsEOYFMVAmt
Accounts Payable BOY$46,470AccountsPayableBOYAmt
Accounts Payable EOY$108,948AccountsPayableEOYAmt
Grants Payable BOY$1,120,000GrantsPayableBOYAmt
Grants Payable EOY$1,273,000GrantsPayableEOYAmt
Total Liabilities BOY$1,166,470TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,381,948TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$371,589,436NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$419,840,794NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$371,589,436TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$419,840,794TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$372,755,906TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$421,222,742TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$371,589,436TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,667,153ExcessRevenueOverExpensesAmt
Other Increases$45,584,205OtherIncreasesAmt
Subtotal$419,840,794SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$419,840,794TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly traded securities$33,414,899$18,510,745$14,904,154$14,904,154
Capital gain distributions$1,109,220$1,109,220$1,109,220P
FieldValueIRS element (for citing)
Capital Gain Net Income$16,013,374CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$305,480InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$305,480SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$305,480TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$206,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$206,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$99,480TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.powellfoundation.orgWebsiteAddressTxt
Individual With BooksEleisha Nelson-ReedIndividualWithBooksNm
Phone7135237557PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Katherine Osborne Valdez
2001 Kirby Drive 1011HoustonTX77019Board President/Director20.00$84,119$3,365$0
Ben H Powell V
2001 Kirby Drive 1011HoustonTX77019VP/Assistant Treasurer/Director2.00$0$0$0
Charles F Caldwell
2001 Kirby Drive 1011HoustonTX77019Secretary/Director3.00$0$0$0
Harvin C Moore IV
2001 Kirby Drive 1011HoustonTX77019Treasurer/Director2.00$0$0$0
Terry Bruner
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Marian M Casey
2001 Kirby Drive 1011HoustonTX77019Director4.00$0$0$0
Thao Costis
2001 Kirby Drive 1011HoustonTX77019Director3.00$0$0$0
Katherine P Hill
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Elizabeth K Moore
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Thomas B Osborne
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Ben H Powell VI
2001 Kirby Drive 1011HoustonTX77019Director3.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Eleisha Nelson-Reed
2001 Kirby Drive 1011HoustonTX77019Executive Director40.00$260,088$36,885$0
Anne Kuo Phan
2001 Kirby Drive 1011HoustonTX77019Controller40.00$130,956$17,967$0
Nicole Moore-Kriel
2001 Kirby Drive 1011HoustonTX77019Program Officer40.00$105,264$37,183$0
Angel Harvey King
2001 Kirby Drive 1011HoustonTX77019Program Officer40.00$105,333$25,727$0
Makia A Thomas
2001 Kirby Drive 1011HoustonTX77019Program Officer40.00$111,250$14,977$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k2OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Fayez Sarofim & CoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1909 Fannin StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment managementServiceTypeTxt
Compensation$653,277CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Gibbs-Powell House: Preserving a local historic landmark, providing opportunities for education regarding Walker County's history, and making the landmark open to the public. The Gibbs-Powell House is leased to Walker County and is managed and operated by the Walker County Historical Commission as the Gibbs-Powell House and Walker County Museum.Description1Txt
Expenses1$2,619Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$392,597,334AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,457,797AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$397,055,131TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$397,055,131AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,955,827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$391,099,304NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,554,965MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,554,965MinimumInvestmentReturnAmt
Tax Based On Investment Income$305,480TaxBasedOnInvestmentIncomeAmt
Total Tax$305,480TotalTaxAmt
Distributable Before Adj$19,249,485DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,249,485DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,249,485DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,972,206ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,972,206QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,249,485DistributableAsAdjustedAmt
Undistributed Income PY$18,540,157UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,972,206QualifyingDistributionsAmt
Applied To Year1$18,540,157AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$432,049AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$18,817,436UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonhttpspowellfoundationorgapplicationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive Suite 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7135237557RecipientPhoneNum
Recipient Email Addressinfo@powellfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsOrganizations interested in applying for a Powell Foundation grant must submit an online pre-application form. If the pre-application is advanced, the organization will be invited to submit a full application via the Powell Foundation's online Grant Portal. The Powell Foundation Board of Directors makes all final decisions about grant requests during the Spring (May) and Fall (November) Board Meetings. Organizations approved for funding must sign and return a grant agreement for disbursement. Refer to the website for grant guidelines.FormAndInfoAndMaterialsTxt
Submission DeadlinesRefer to the website for the application process and deadlines.SubmissionDeadlinesTxt
Restrictions On Awards2023 Giving: Education $11.1M (68%) and Supportive Communities: the Arts $1.3M (8%), Conservation $2.6M (16%), and Human Services $1.5M (9%). See Statement 13 for restrictions or limitations on awards.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (269 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Equal Opportunity Schools
5601 6th Ave SSeattleWA98108N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$866,570
SPARK
PO Box 1562HoustonTX77251N/APCConservation: Community access to parks and urban greenspaces$801,814
The University of Texas Foundation - Charles A Dana Center
3925 W Braker Lane Suite 3801AustinTX78759N/APCQuality Public K-12 Schools: Excellent educator initiatives$597,621
Breakthrough
1050 East 11th St Suite 350AustinTX78702N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$493,384
Willow Waterhole Greenspace Conservancy Inc
PO Box 35676HoustonTX77235N/APCConservation: Community access to parks and urban greenspaces$492,960
The University of Texas Foundation - The University of Texas at Austin Coll
9011 Mountain Ridge Dr 150AustinTX78759N/APCQuality Public K-12 Schools: Excellent educator initiatives$475,000
Holdsworth Center
4907 Ranch Rd 2222AustinTX78731N/APCQuality Public K-12 Schools: Excellent educator initiatives$400,000
Texas Association for the Education of Young Children
PO Box 4997AustinTX78765N/APCEarly Childhood Development and Education: High-quality early learning initiatives$400,000
E3 Alliance
5930 Middle Fiskville Rd Suite 507AustinTX78752N/APCAligned Cradle to Career Education System: Data, research, and advocacy efforts$300,000
Improving Education Inc
1100 N Chester StBaltimoreMD21213N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$300,000
Mental Health America of Greater Houston Inc
2211 Norfolk St Suite 810HoustonTX77098N/APCHuman Services: Emotional well-being support$300,000
William Marsh Rice University - Texas Policy Lab
6100 Main StHoustonTX77005N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$300,000
United Way of Greater Houston
50 Waugh DrHoustonTX77007N/APCEarly Childhood Development and Education: High-quality early learning initiatives$300,000
Texas Tech Foundation Inc - US PREP
PO Box 45025LubbockTX79409N/APCQuality Public K-12 Schools: Excellent educator initiatives$300,000
Kids' Meals Inc
330 Garden Oaks BlvdHoustonTX77018N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$250,000
Meadows Mental Health Policy Institute for Texas
PO Box 140836DallasTX75214N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$250,000
American National Standards Institute - Workcred Inc
1899 L St NW 11th FloorWashingtonDC20036N/APCPost-Secondary Pathways: Data, research, and policy initiatives$250,000
Austin Children's Museum - Thinkery
1830 Simond AveAustinTX78723N/APCEarly Childhood Development and Education: High-quality early learning initiatives$225,000
Breakthrough
1050 East 11th St Suite 350AustinTX78702N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$200,000
Communities Foundation of Texas - Educate Texas
5500 Caruth Haven LaneDallasTX75225N/APCAligned Cradle to Career Education System: Data, research, and advocacy efforts$200,000
Communities in Schools of Central Texas
3000 S IH 35 Suite 200AustinTX78704N/APCQuality Public K-12 Schools: Student support$200,000
DiscoverU
7676 Hillmont St Suite 239HoustonTX77040N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$200,000
Environmental Defense Fund Incorporated
257 Park Ave SouthNew YorkNY10010N/APCConservation: Educational programming and initiatives for children and youth$200,000
TEACH-Org Inc
2443 Fillmore St 380-9883San FranciscoCA94115N/APCQuality Public K-12 Schools: Excellent educator initiatives$200,000
William Marsh Rice University - School Literacy & Culture
MS 147 PO Box 1892HoustonTX77251N/APCEarly Childhood Development and Education: High-quality early learning initiatives$200,000
Young Audiences Inc of Houston
675 Bering Dr Suite 300HoustonTX77057N/APCArts: Educational programming and initiatives for children and youth$200,000
Children At Risk Inc
2900 Weslayan StHoustonTX77027N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$150,000
Communities In Schools of Houston Inc
1111 North Loop West Suite 300HoustonTX77008N/APCQuality Public K-12 Schools: Student support$150,000
FuelEd Schools Inc
4201 Main St Suite 200-165HoustonTX77002N/APCQuality Public K-12 Schools: Excellent educator initiatives$150,000
Texans Care for Children Inc
1016 La Posada Dr Suite 240AustinTX78752N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$150,000
United Way for Greater Austin
5930 Middle Fiskville Rd 5th FloorAustinTX78752N/APCEarly Childhood Development and Education: High-quality early learning initiatives$150,000
University of Houston - Downtown College of Public Service
1 Main St Suite S990HoustonTX77002N/AGOVQuality Public K-12 Schools: Excellent educator initiatives$150,000
Complete College America Inc
350 Massachusetts Ave Suite 300IndianapolisIN46204N/APCPost-Secondary Pathways: Data, research, and policy initiatives$125,000
First3Years
15851 Dallas Pkwy Suite 106AddisonTX75001N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$125,000
Alliance of Community Assistance Ministries Inc - Greater Houston Opportuni
710 North Post Oak Road Suite 210HoustonTX77024N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$100,000
Boys and Girls Clubs of Greater Houston Inc
815 Crosby StHoustonTX77019N/APCQuality Public K-12 Schools: Student support$100,000
Breakthrough Houston
2401 Claremont LnHoustonTX77019N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$100,000
BridgeYear
3414 Eastside StHoustonTX77098N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$100,000
Children's Museum Inc
1500 Binz StHoustonTX77004N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$100,000
Coastal Prairie Conservancy
5615 Kirby Dr Suite 867HoustonTX77005N/APCConservation: Environmental protection efforts$100,000
CollegeSpring Inc
1990 N California Blvd Suite 20Walnut CreekCA94596N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$100,000
Friends of the Children - Austin
1023 Springdale Rd Bldg 13CAustinTX78721N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$100,000
GENAustin (Girls Empowerment Network Austin)
PO Box 3122AustinTX78764N/APCHuman Services: Emotional well-being support$100,000
Genesys Works - Houston
3100 Main St Suite 702HoustonTX77002N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$100,000
Hermann Park Conservancy
1700 Hermann DrHoustonTX77004N/APCConservation: Community access to parks and urban greenspaces$100,000
KIPP Texas Inc
PO Box 676718DallasTX75267N/APCEarly Childhood Development and Education: High-quality early learning initiatives$100,000
Main Street Theater Houston
2540 Times BlvdHoustonTX77005N/APCArts: Educational programming and initiatives for children and youth$100,000
Memorial Park Conservancy Inc
7575 N Picnic LnHoustonTX77007N/APCConservation: Community access to parks and urban greenspaces$100,000
MINDPOP
7112 Burnet Rd Unit BAustinTX78757N/APCArts: Educational programming and initiatives for children and youth$100,000
Mobile Loaves & Fishes Inc
9301 Hog Eye Road Suite 950AustinTX78724N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$100,000
National Wildlife Federation
505 East Huntland Dr Suite 530AustinTX78752N/APCConservation: Educational programming and initiatives for children and youth$100,000
OneGoal
2799 Katy Fwy Suite 250HoustonTX77007N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$100,000
Summer House Institute
1600 Vine StPhiladelphiaPA19102N/APCQuality Public K-12 Schools: Excellent educator initiatives$100,000
Teach Plus Incorporated
1 Beacon St 15th Floor Suite 1500BostonMA02108N/APCQuality Public K-12 Schools: Excellent educator initiatives$100,000
The University of Texas Foundation - Literacy First
3925 W Braker Ln Suite 3801AustinTX78759N/APCQuality Public K-12 Schools: Student support$100,000
Trees For Houston
PO Box 270477HoustonTX77277N/APCConservation: Environmental protection efforts$100,000
Urban Harvest Inc
1911 W 34th StHoustonTX77018N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$100,000
William Marsh Rice University - Houston Education Research Consortium
6100 Main St MS-208HoustonTX77005N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$100,000
Woods Project Inc
2700 Southwest FrwyHoustonTX77098N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$100,000
YES Prep Public Schools Inc
5455 South Loop EastHoustonTX77033N/APCQuality Public K-12 Schools: Quality schools and innovative school models$100,000
Arts Connect Houston
1824 Spring St 201HoustonTX77007N/ASO IArts: Educational programming and initiatives for children and youth$75,000
Boys & Girls Club of Walker County TX Inc
PO Box 8600HuntsvilleTX77340N/APCQuality Public K-12 Schools: Student support$75,000
Communities Foundation of Texas - Educate Texas
5500 Caruth Haven LaneDallasTX75225N/APCQuality Public K-12 Schools: Excellent educator initiatives$75,000
Easter Seals of Greater Houston Inc
4888 Loop Central Dr Suite 200HoustonTX77081N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$75,000
Houston Grand Opera Association Inc
510 Preston St 5th FloorHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$75,000
Houston Zoo Inc
1513 Cambridge StHoustonTX77030N/APCConservation: Educational programming and initiatives for children and youth$75,000
Teach For America Inc
3311 Catalina DrAustinTX78741N/APCQuality Public K-12 Schools: Excellent educator initiatives$75,000
W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center
4433 Bissonnet StBellaireTX77401N/APCQuality Public K-12 Schools: Student support$75,000
Sam Houston State University
Box 2537HuntsvilleTX77341N/AGOVArts: Educational programming and initiatives for children and youth$70,000
Austin Public Education Foundation
4000 S IH 35 Frontage RoadAustinTX78704N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$60,000
Austin Partners in Education
PO Box 6118AustinTX78762N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$60,000
Big Brothers Big Sisters Lone Star
1003 Washington AveHoustonTX77002N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$60,000
Big Brothers Big Sisters of Central Texas Inc
4800 Manor Rd Bldg KAustinTX78723N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$60,000
Brighter Bites
PO Box 25456HoustonTX77265N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$60,000
Partnership for the Advancement & Immersion of Refugees
3300 Chimney Rock Rd Suite 104HoustonTX77056N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$60,000
Partnership for the Advancement & Immersion of Refugees
3300 Chimney Rock Rd Suite 104HoustonTX77056N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$60,000
SER-Jobs for Progress of the Texas Gulf Coast Inc
1710 Telephone RdHoustonTX77023N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$60,000
Alley Theatre
615 Texas AveHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Any Baby Can of Austin Inc
6207 Sheridan AveAustinTX78723N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$50,000
Austin Community Foundation - Foundation at Shield Ranch
9433 Bee Caves Road Suite 140AustinTX78733N/APCConservation: Educational programming and initiatives for children and youth$50,000
Austin Symphony Orchestra Society Inc
1806 Rio Grande StAustinTX78701N/APCArts: Educational programming and initiatives for children and youth$50,000
Austin Youth & Community Farm Inc - Urban Roots
4900 Gonzales StAustinTX78702N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$50,000
BakerRipley
4450 Harrisburg BlvdHoustonTX77011N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$50,000
Bayou City Waterkeeper
2010 North Loop West Suite 103HoustonTX77018N/APCConservation: Environmental protection efforts$50,000
Bayou Land Conservancy
8801 GoslingSpringTX77381N/APCConservation: Environmental protection efforts$50,000
BookSpring
1807 W Slaughter Lane Bldg 1AustinTX78748N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$50,000
Boys & Girls Clubs of Austin And Travis County Inc
6648 Ed Bluestein BlvdAustinTX78723N/APCQuality Public K-12 Schools: Student support$50,000
Children's Assessment Center Foundation
2500 Bolsover StHoustonTX77005N/ASO III FIHuman Services: Emotional well-being support$50,000
Chinese Community Center Inc
9800 Town Park DrHoustonTX77036N/APCEarly Childhood Development and Education: High-quality early learning initiatives$50,000
Coalition for the Homeless of HoustonHarris County
2000 Crawford St Suite 700HoustonTX77002N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$50,000
East End Improvement Corporation
3211 Harrisburg BlvdHoustonTX77003N/ASO IArts: Community and public access to arts and culture$50,000
Education Trust Inc
1501 K St NW Suite 200WashingtonDC20005N/APCQuality Public K-12 Schools: Excellent educator initiatives$50,000
Eight Million Stories Inc
PO Box 10557HoustonTX77206N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$50,000
Emancipation Park Conservancy
3018 Emancipation AveHoustonTX77004N/APCConservation: Community access to parks and urban greenspaces$50,000
Families Empowered
2050 N Loop W Suite 230HoustonTX77018N/APCQuality Public K-12 Schools: Quality schools and innovative school models$50,000
Family Service Center at Houston and Harris County
PO Box 70068HoustonTX77270N/APCHuman Services: Emotional well-being support$50,000
Houston Area Women's Center
3077 El Camino StHoustonTX77054N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$50,000
Houston Audubon Society
440 Wilchester BlvdHoustonTX77079N/APCConservation: Educational programming and initiatives for children and youth$50,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Houston Botanic Garden
8205 N Bayou DrHoustonTX77017N/APCConservation: Community access to parks and urban greenspaces$50,000
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030N/APCQuality Public K-12 Schools: Student support$50,000
Houston Public Library Foundation Inc
550 McKinney StHoustonTX77002N/APCQuality Public K-12 Schools: Student support$50,000
Houston Symphony Society
615 Louisiana St Suite 102HoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
iEducate USA
4903 Mayfair StBellaireTX77401N/APCQuality Public K-12 Schools: Student support$50,000
Interfaith Ministries for Greater Houston
3303 Main StHarris CountyTX77002N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$50,000
Latinos for Education Inc
PO Box 91135HoustonTX77253N/APCQuality Public K-12 Schools: Excellent educator initiatives$50,000
Lucille's 1913 Community Kitchen - Hogan Brown Gallery
12401 S Post Oak RdHoustonTX77045N/APCArts: Community and public access to arts and culture$50,000
Making It Better
14781 Memorial Dr 25HoustonTX77079N/APCQuality Public K-12 Schools: Student support$50,000
Museum of Fine Arts Houston - Bayou Bend Collection and Gardens
PO Box 6826HoustonTX77265N/APCArts: Educational programming and initiatives for children and youth$50,000
Museum of Fine Arts Houston - Glassell School of Art
PO Box 6826HoustonTX77265N/APCArts: Educational programming and initiatives for children and youth$50,000
Regents of the University of Michigan - TeachingWorks
1058 Wolverine Tower 3003 S StateAnn ArborMI48109N/APCQuality Public K-12 Schools: Excellent educator initiatives$50,000St
Shoal Creek Conservancy
PO Box 11520AustinTX78711N/APCConservation: Environmental protection efforts$50,000
Texas Cultural Trust Council
901 S Mopac Expressway Barton OaksAustinTX78746N/APCArts: Educational programming and initiatives for children and youth$50,000Plaza II 410
Texas Partnership for Out of School Time
8509 FM 969AustinTX78724N/APCQuality Public K-12 Schools: Student support$50,000
The SAFE Alliance
PO Box 19454AustinTX78760N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$50,000
The University of Texas Health Science Center at Houston
7000 Fannin Suite 1200HoustonTX77030N/AGOVHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$50,000
Travis Audubon Society Inc
PO Box 301629AustinTX78703N/APCConservation: Educational programming and initiatives for children and youth$50,000
University of Houston - Downtown
1 Main St Suite S990HoustonTX77002N/AGOVPost-Secondary Pathways: Post-secondary readiness initiatives$50,000
Youth Justice Alliance
1700 S Lamar Blvd Suite 338AustinTX78704N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$50,000
Art League of Houston
1953 Montrose BlvdHoustonTX77006N/APCArts: Educational programming and initiatives for children and youth$40,000
Child Builders
11152 Westheimer Rd 794HoustonTX77042N/APCHuman Services: Emotional well-being support$40,000
Local Infant Formula For Emergencies Inc
2002 South Wayside DrHoustonTX77023N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$40,000
College Possible
PO Box 142308AustinTX78714N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$35,000
Austin Explore Inc
1111 W 24th St Suite 201AustinTX78705N/APCPost-Secondary Pathways: Post-secondary readiness initiatives$30,000
Bridges To Life
PO Box 570895HoustonTX77257N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$30,000
Center for Women & Their Work Inc
1311 E Cesar Chavez StAustinTX78702N/APCArts: Educational programming and initiatives for children and youth$30,000
Con Mi Madre
1825 Fortview Rd Suite 114AustinTX78704N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$30,000
Harris County Cultural Arts Council
13334 Wallisville Rd Bldg AHoustonTX77049N/APCArts: Community and public access to arts and culture$30,000
Holocaust Museum Houston
5401 Caroline StHoustonTX77004N/APCQuality Public K-12 Schools: Student support$30,000
Open Dance Project
747 N Shepherd Dr Suite 100HoustonTX77007N/APCArts: Educational programming and initiatives for children and youth$30,000
Performing Arts Houston
615 Louisiana StHoustonTX77002N/APCArts: Community and public access to arts and culture$30,000
Prelude Music Foundation
9802 Madeline Alyssa CtHoustonTX77025N/APCArts: Educational programming and initiatives for children and youth$30,000
Seedling Foundation
8001 Centre Park Dr Suite 140AustinTX78754N/APCQuality Public K-12 Schools: Student support$30,000
Seedling Foundation
8001 Centre Park Dr Suite 140AustinTX78754N/APCQuality Public K-12 Schools: Student support$30,000
A Time 2 Read Inc
PO Box 7403HuntsvilleTX77342N/APCQuality Public K-12 Schools: Student support$25,000
Jeremiah Program
1200 Paul Teresa Saldana StAustinTX78702N/APCEarly Childhood Development and Education: High-quality early learning initiatives$25,000
Sam Houston State University
Box 2537HuntsvilleTX77341N/AGOVHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$25,000
Westcave Outdoor Discovery Center
24814 Hamilton Pool RdRound MountainTX78663N/APCConservation: Educational programming and initiatives for children and youth$25,000
ACLU Foundation of Texas
PO Box 8306HoustonTX77288N/APCDesignated Grant: General operating and support$15,000
ACLU Foundation of Texas
PO Box 8306HoustonTX77288N/APCDesignated Grant: General operating and support$1,000
American Civil Liberties Union Foundation Inc
125 Broad St 18th FloorNew YorkNY10004N/APCDesignated Grant: General operating and support$5,000
Austin Public Education Foundation
4000 S IH 35 Frontage RoadAustinTX78704N/APCDesignated Grant: General operating and support$5,000
Austin Theatre Alliance
713 Congress AveAustinTX78701N/APCDesignated Grant: General operating and support$11,803
Baylor University
One Bear Place 97043WacoTX76798N/APCDesignated Grant: General operating and support$2,500
Baylor University
One Bear Place 97043WacoTX76798N/APCDesignated Grant: General operating and support$2,000
Blue Bird Circle
615 West Alabama StHoustonTX77006N/APCDesignated Grant: General operating and support$3,750
Bo's Place
10050 Buffalo SpeedwayHoustonTX77054N/APCDesignated Grant: General operating and support$1,180
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$15,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$15,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$15,000
Boys and Girls Country of Houston Inc
18806 Roberts RoadHockleyTX77447N/APCDesignated Grant: General operating and support$10,000
Cambridge in America
1120 Avenue of the Americas 7thNew YorkNY10036N/APCDesignated Grant: General operating and support$500Floor
Camp Allen Camp & Conference Center
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$22,500
Camp Allen Camp & Conference Center
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$10,000
Camp Allen Camp & Conference Center
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$10,000
Camp Allen Camp & Conference Center
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$5,000
CareerSpring Foundation
5311 Valerie StBellaireTX77401N/APCDesignated Grant: General operating and support$5,000
Center for Reproductive Rights Inc
199 Water StNew YorkNY10038N/APCDesignated Grant: General operating and support$7,500
Centre College of Kentrucky
600 West Walnut StDanvilleKY40422N/APCDesignated Grant: General operating and support$3,781
Children's Museum Inc
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$15,000
Children's Museum Inc
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$3,675
Christ Church Cathedral
62 East Broad Oaks DrHoustonTX77056N/APCDesignated Grant: General operating and support$2,000
Coastal Prairie Conservancy
5615 Kirby Dr Suite 867HoustonTX77005N/APCDesignated Grant: General operating and support$5,000
CollegeSpring Inc
1990 N California Blvd Suite 20Walnut CreekCA94596N/APCDesignated Grant: General operating and support$20,000
Common Cause Education Fund
805 15th St NW Suite 800WashingtonDC20005N/APCDesignated Grant: General operating and support$10,000
Community Catalyst
One Federal St 5th FloorBostonMA02110N/APCDesignated Grant: General operating and support$1,000
Community Foundation of Acadiana
1035 Camellia BoulevardLafayetteLA70508N/APCDesignated Grant: General operating and support$10,690
Dallas 24 Hour Club Inc
4636 Ross AveDallasTX75204N/APCDesignated Grant: General operating and support$5,000
Environmental Defense Fund Incorporated
257 Park Ave SouthNew YorkNY10010N/APCDesignated Grant: General operating and support$5,000
Episcopal High School
4650 Bissonnet StBellaireTX77401N/APCDesignated Grant: General operating and support$30,000
Episcopal High School
4650 Bissonnet StBellaireTX77401N/APCDesignated Grant: General operating and support$29,000
Episcopal High School
4650 Bissonnet StBellaireTX77401N/APCDesignated Grant: General operating and support$6,000
Episcopal High School
4650 Bissonnet StBellaireTX77401N/APCDesignated Grant: General operating and support$5,000
Ex-Students' Association of the University of Texas
PO Box 7278AustinTX78713N/APCDesignated Grant: General operating and support$1,000
Families Empowered
2050 N Loop W Suite 230HoustonTX77018N/APCDesignated Grant: General operating and support$5,000
FotoFest Inc
2000 Edwards St Bldg C Suite 2HoustonTX77007N/APCDesignated Grant: General operating and support$5,000
FotoFest Inc
2000 Edwards St Bldg C Suite 2HoustonTX77007N/APCDesignated Grant: General operating and support$5,000
Harmony House Inc
602 Girard StHoustonTX77007N/APCDesignated Grant: General operating and support$10,000
Highland Project Inc
71 W 8th St Unit 1ANew YorkNY10024N/APCDesignated Grant: General operating and support$10,000
Holy Spirit Episcopal Church - Bayou City Blessings in a Backpack
12535 Perthshire RoadHoustonTX77024N/APCDesignated Grant: General operating and support$836
Houston Area Women's Center
3077 El Camino StHoustonTX77054N/APCDesignated Grant: General operating and support$6,500
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCDesignated Grant: General operating and support$10,000
Houston Food Bank
535 Portwall StHoustonTX77029N/APCDesignated Grant: General operating and support$5,000
Houston Food Bank
535 Portwall StHoustonTX77029N/APCDesignated Grant: General operating and support$2,500
Houston Grand Opera Association Inc
510 Preston St 5th FloorHoustonTX77002N/APCDesignated Grant: General operating and support$15,000
Houston Livestock Show & Rodeo Inc
3 NRG ParkHoustonTX77054N/APCDesignated Grant: General operating and support$10,000
Houston Symphony Society
615 Louisiana St Suite 102HoustonTX77002N/APCDesignated Grant: General operating and support$6,916
Houston Zoo Inc
1513 Cambridge StHoustonTX77030N/APCDesignated Grant: General operating and support$5,000
Houston's Amazing Place Inc
3735 DrexelHoustonTX77027N/APCDesignated Grant: General operating and support$5,000
Howard University
2218 6th St NWWashingtonDC20059N/APCDesignated Grant: General operating and support$10,000
Howard University
2218 6th St NWWashingtonDC20059N/APCDesignated Grant: General operating and support$10,000
Howard University
2218 6th St NWWashingtonDC20059N/APCDesignated Grant: General operating and support$3,000
Interfaith Health Center Inc
315 Gill AveKnoxvilleTN37917N/APCDesignated Grant: General operating and support$15,000
Laity Renewal Foundation
719 Earl Garrett StKerrvilleTX78028N/APCDesignated Grant: General operating and support$1,000
Lakeshore Park Conservancy
PO Box 10244KnoxvilleTN37939N/APCDesignated Grant: General operating and support$10,000
Manned Space Flight Education Foundation
1601 NASA ParkwayHoustonTX77058N/APCDesignated Grant: General operating and support$5,000
Memorial Assistance Ministries Inc
1625 Blalock RoadHoustonTX77080N/APCDesignated Grant: General operating and support$5,000
Museum of Fine Arts Houston - Bayou Bend Collection and Gardens
PO Box 6826HoustonTX77265N/APCDesignated Grant: General operating and support$15,000
Museum of Fine Arts Houston - Glassell School of Art
PO Box 6826HoustonTX77265N/APCDesignated Grant: General operating and support$10,000
Museum of Fine Arts Houston - Glassell School of Art
PO Box 6826HoustonTX77265N/APCDesignated Grant: General operating and support$10,000
National Network of Abortion Funds - The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$5,000
National Network of Abortion Funds - The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$5,000
National Network of Abortion Funds - The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$1,000
National Society Of The Colonial Dames Of America In Texas - The Neill-Coch
2310 San Gabriel StAustinTX78705N/APCDesignated Grant: General operating and support$3,000
National Women's Law Center
1350 I St Suite 700WashingtonDC20005N/APCDesignated Grant: General operating and support$7,500
Native American Rights Fund
250 Arapahoe AveBoulderCO80302N/APCDesignated Grant: General operating and support$1,000
Northwest Assistance Ministries
15555 Kuykendahl RoadHoustonTX77090N/APCDesignated Grant: General operating and support$5,000
One Simple Wish
1977 North Olden Ave 292TrentonNJ08618N/APCDesignated Grant: General operating and support$20,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FrwyHoustonTX77023N/APCDesignated Grant: General operating and support$5,000
Planned Parenthood of Greater Texas
7424 Greenville Ave Suite 206DallasTX75231N/APCDesignated Grant: General operating and support$5,000
Presbyterian Church Chapel of Grace
3700 Keowee Ave SWKnoxvilleTN37919N/APCDesignated Grant: General operating and support$500
Ronald McDonald House Charities of Central Texas Inc
1315 Barbara Jordan BlvdAustinTX78723N/APCDesignated Grant: General operating and support$15,000
Saddle Up Nashville
1549 Old Hillsboro RdFranklinTN37069N/APCDesignated Grant: General operating and support$10,000
Sam Houston State University
Box 2537HuntsvilleTX77341N/AGOVDesignated Grant: General operating and support$6,645
School Year Abroad Inc
120 Water St Suite 310North AndoverMA01845N/APCDesignated Grant: General operating and support$20,000
School Year Abroad Inc
120 Water St Suite 310North AndoverMA01845N/APCDesignated Grant: General operating and support$10,000
School Year Abroad Inc
120 Water St Suite 310North AndoverMA01845N/APCDesignated Grant: General operating and support$5,000
Sea Shepherd Conservation Society
PO Box 8628AlexandriaVA22306N/APCDesignated Grant: General operating and support$5,000
SEARCH Homeless Services
2015 Congress StHoustonTX77002N/APCDesignated Grant: General operating and support$15,000
SEARCH Homeless Services
2015 Congress StHoustonTX77002N/APCDesignated Grant: General operating and support$5,000
SEARCH Homeless Services
2015 Congress StHoustonTX77002N/APCDesignated Grant: General operating and support$1,500
Sierra Club Foundation
2101 Webster St Suite 1250OaklandCA94612N/APCDesignated Grant: General operating and support$1,000
Smithsonian Institute - National Museum of African American History & Cultu
1400 Constitution Ave NorthwestWashingtonDC20560N/APCDesignated Grant: General operating and support$851
St John's School
2401 Claremont LnHoustonTX77019N/APCDesignated Grant: General operating and support$15,000
St John's School
2401 Claremont LnHoustonTX77019N/APCDesignated Grant: General operating and support$2,000
St Mark's Episcopal Church
3816 Bellaire BoulevardHoustonTX77025N/APCDesignated Grant: General operating and support$3,750
Star of Hope Mission
4848 Loop Central DrHoustonTX77081N/APCDesignated Grant: General operating and support$2,500
Tallowood Baptist Church
555 Tallowood RoadHoustonTX77024N/APCDesignated Grant: General operating and support$1,500
Target Hunger
1260 Shotwell StHoustonTX77020N/APCDesignated Grant: General operating and support$20,000
Texas Association for the Education of Young Children
PO Box 4997AustinTX78765N/APCDesignated Grant: General operating and support$15,000
Texas Land Conservancy
PO Box 162481AustinTX78716N/APCDesignated Grant: General operating and support$500
Texas Lyceum Association Inc
1321 Antoine DrHoustonTX77055N/APCDesignated Grant: General operating and support$5,000
Texas State University Development Foundation
601 University DrSan MarcosTX78666N/APCDesignated Grant: General operating and support$5,000
Texas Tribune Inc
919 Congress Ave 6th FloorAustinTX78701N/APCDesignated Grant: General operating and support$10,586
The Awty International School
7455 Awty School LaneHoustonTX77055N/APCDesignated Grant: General operating and support$2,000
The Board Of Trustees Of The Leland Stanford Junior University
326 Galvez StStanfordCA94305N/APCDesignated Grant: General operating and support$1,000
The First Tee of Greater Houston Inc
7000 Capitol StHoustonTX77011N/APCDesignated Grant: General operating and support$2,500
The Salvation Army
1500 AustinHoustonTX77002N/APCDesignated Grant: General operating and support$35,000
The Salvation Army
214-216 West Chestnut StLouisvilleKY40202N/APCDesignated Grant: General operating and support$10,000
The University of Texas at Austin - McCombs School of Business
2110 SpeedwayAustinTX78705N/AGOVDesignated Grant: General operating and support$2,500
The University of Texas Foundation
9011 Mountain Ridge Dr Suite 150AustinTX78759N/APCDesignated Grant: General operating and support$5,000
Transgender Law Center
PO Box 70976OaklandCA94612N/APCDesignated Grant: General operating and support$6,500
Transmit Receive Labs Inc
6501 Navigation Blvd Suite A0HoustonTX77011N/APCDesignated Grant: General operating and support$5,000
Trustees of Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$20,000
Trustees of Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$10,000
Trustees of Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$5,000
United States Foundation for the Commemoration of the World Wars
PO Box 17586ArlingtonVA22216N/APCDesignated Grant: General operating and support$6,967
University of Arizona Foundation
1111 North Cherry AveTucsonAZ85721N/APCDesignated Grant: General operating and support$15,000
University of Arizona Foundation
1111 North Cherry AveTucsonAZ85721N/APCDesignated Grant: General operating and support$12,500
University of Arizona Foundation
1111 North Cherry AveTucsonAZ85721N/APCDesignated Grant: General operating and support$5,000
University of Houston
5000 Gulf FreewayHoustonTX77024N/AGOVDesignated Grant: General operating and support$5,000
University of North Carolina at Wilmington
601 College RoadWilmingtonNC28403N/AGOVDesignated Grant: General operating and support$15,000
University of Puget Sound
1500 N Warner St 1067TACOMAWA98416N/APCDesignated Grant: General operating and support$1,000
The University of Texas MD Anderson Cancer Center
Unit 705HoustonTX77230N/AGOVDesignated Grant: General operating and support$5,000
Ursuline Academy of Dallas Foundation Inc
4900 Walnut Hill LaneDallasTX75229N/APCDesignated Grant: General operating and support$10,000
W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center
4433 Bissonnet StBellaireTX77401N/APCDesignated Grant: General operating and support$10,000
W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center
4433 Bissonnet StBellaireTX77401N/APCDesignated Grant: General operating and support$500
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$35,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$10,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$10,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$6,375
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$5,000
William Marsh Rice University - Texas Policy Lab
6100 Main StHoustonTX77005N/APCDesignated Grant: General operating and support$5,000
Woods Project Inc
2700 Southwest FrwyHoustonTX77098N/APCDesignated Grant: General operating and support$1,000
Grantmakers for Education
400 SE 103rd Dr 33348PortlandOR97216N/APCOther: General operating, support, programs, and initiatives$6,000
National Center for Family Philanthropy Inc
1667 K St NWWashingtonDC20006N/APCOther: General operating, support, programs, and initiatives$5,000
Philanthropy Southwest
1910 Pacific Ave Suite 13500DallasTX75201N/APCOther: General operating, support, programs, and initiatives$6,050
Randolph College
2500 Rivermont AveLynchburgVA24503N/APCOther: General operating, support, programs, and initiatives$10,000
SEARCH Homeless Services
2015 Congress StHoustonTX77002N/APCOther: General operating, support, programs, and initiatives$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,526,704TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030N/APCQuality Public K-12 Schools: Student support$100,000
Houston Symphony Society
615 Louisiana St Suite 102HoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$100,000
Museum of Fine Arts Houston - Bayou Bend Collection and Gardens
PO Box 6826HoustonTX77265N/APCArts: Educational programming and initiatives for children and youth$100,000
Museum of Fine Arts Houston - Glassell School of Art
PO Box 6826HoustonTX77265N/APCArts: Educational programming and initiatives for children and youth$100,000
Summer House Institute
1600 Vine StPhiladelphiaPA19102N/APCQuality Public K-12 Schools: Excellent educator initiatives$100,000
William Marsh Rice University - Houston Education Research Consortium
6100 Main St MS-208HoustonTX77005N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$100,000
Boys & Girls Club of Walker County TX Inc
PO Box 8600HuntsvilleTX77340N/APCQuality Public K-12 Schools: Student support$75,000
Teach For America Inc
3311 Catalina DrAustinTX78741N/APCQuality Public K-12 Schools: Excellent educator initiatives$75,000
Brighter Bites
PO Box 25456HoustonTX77265N/APCHuman Services: Food/housing insecurity or other stabilization and empowerment efforts$60,000
Alley Theatre
615 Texas AveHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Houston Grand Opera Association Inc
510 Preston St 5th FlHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Houston Zoo Inc
1513 Cambridge StHoustonTX77030N/APCConservation: Educational programming and initiatives for children and youth$50,000
Regents of the University of Michigan - TeachingWorks
1058 Wolverine Tower 3003 S StateAnn ArborMI48109N/APCQuality Public K-12 Schools: Excellent educator initiatives$50,000St
Texas A&M University Health Science Center
400 Harvey Mitchell Pkwy SouthCollege StationTX77845N/AGOVQuality Public K-12 Schools: Excellent educator initiatives$50,000
Texas Cultural Trust Council
901 S Mopac Expressway Barton OaksAustinTX78746N/APCArts: Educational programming and initiatives for children and youth$50,000Plaza II 410
Youth Justice Alliance
1700 S Lamar Blvd Suite 338AustinTX78704N/APCPost-Secondary Pathways: Post-secondary access, success, and completion initiatives$50,000
Harris County Cultural Arts Council
13334 Wallisville Rd Bldg AHoustonTX77049N/APCArts: Community and public access to arts and culture$30,000
A Time 2 Read Inc
PO Box 7403HuntsvilleTX77342N/APCQuality Public K-12 Schools: Student support$25,000
Walker County Historical Commission
1301 Sam Houston Ave 218HuntsvilleTX77340N/AGOVOther: General operating, support, programs, and initiatives$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,273,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$184,765ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,636,268ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,013,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,834,407ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,834,407TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax complianceCategoryTxt
Amt$7,800Amt
Net Investment Income$3,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,600DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierRestrictions or limitations on awards (continued)IdentifierTxt
Form And Line ReferencePart XIV, Line 2dFormAndLineReferenceDesc
Medium ExplanationThe Powell Foundation is dedicated to catalyzing progress in public education, the arts, conservation, and human services. Funding is focused on the Foundation's geographic areas of interest in Harris, Travis, or Walker Counties, Texas. The requesting organization must be a 501(c)(3) tax-exempt charitable entity, as described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. This includes public charities, government organizations, and eligible supporting organizations. State agencies defined under IRC Section 170 (c)(1) are also deemed eligible entities if grant funding is requested for a public purpose. Organizations classified as 509(a)(3) Type I, Type II, and functionally-integrated Type III (supporting organization) may be eligible for grants from The Powell Foundation with additional diligence, particularly as it relates to disqualified individuals who are both connected with these organizations and affiliated with The Powell Foundation (either directly or indirectly). The Foundation will not make grants to 509(a)(3) Type III non-functionally integrated organizations.The Powell Foundation does not make grants to individuals, endowments or endowment campaigns, scholarship funds, other private foundations, fundraising and marketing events (e.g. galas), debt retirement or to cover past operating deficits, candidates for political office or to influence specific legislation (lobbying), organizations for realizing religious or doctrinal purpose.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,500,000 Adobe Inc Note 2.300% 02/01/2030$1,343,700$1,343,700
1,500,000 Amazon.com Inc Note 3.600% 04/13/2032$1,428,855$1,428,855
1,500,000 Bank of America Corp Ser L Mtn 3.500% 04/19/2026$1,459,605$1,459,605
500,000 Enterprise Products Operating LLC Note 3.950% 02/15/2027$491,835$491,835
1,500,000 Goldman Sachs Group Inc Note 3.750% 05/22/2025$1,469,085$1,469,085
1,500,000 Home Depot Inc Note 2.950% 06/15/2029$1,409,790$1,409,790
1,500,000 JPMorgan Chase & Co Note 2.950% 10/01/2026$1,428,855$1,428,855
1,500,000 Mastercard Inc Note 3.350% 03/26/2030$1,430,520$1,430,520
1,500,000 McDonald's Corp Mtn 3.500% 03/01/2027$1,459,980$1,459,980
1,500,000 Morgan Stanley Ser I Mtn 3.625% 01/20/2027$1,454,235$1,454,235
500,000 PepsiCo Inc Note 2.375% 10/06/2026$475,110$475,110
1,000,000 PepsiCo Inc Note 2.625% 07/29/2029$921,280$921,280
500,000 Philip Morris International Inc Note 2.750% 02/25/2026$479,085$479,085
1,000,000 Philip Morris International Inc Note 3.375% 08/15/2029$937,730$937,730
500,000 State Street Corp Note 2.650% 05/19/2026$477,380$477,380
1,500,000 Verizon Communications Inc Note 4.125% 03/16/2027$1,477,950$1,477,950
1,500,000 Visa Inc Note 2.050% 04/15/2030$1,318,020$1,318,020
1,500,000 Wells Fargo & Co Note 3.000% 10/23/2026$1,424,055$1,424,055

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
46,640 Abbott Laboratories$5,133,665$5,133,665
9,875 Adobe Inc$5,891,425$5,891,425
13,990 Air Products and Chemicals Inc$3,830,462$3,830,462
80,000 Alphabet Inc Class C$11,274,400$11,274,400
99,600 Amazon.com Inc$15,133,224$15,133,224
73,275 Apple Inc$14,107,636$14,107,636
2,196,943 Artisan International Fund Inst$59,163,682$59,163,682
4,850 ASML Holding NV$3,671,062$3,671,062
63,200 AstraZeneca PLC$4,256,520$4,256,520
10,265 Automatic Data Processing Inc$2,391,437$2,391,437
25,000 BAE Systems PLC$1,445,450$1,445,450
9,905 BlackRock Inc$8,040,879$8,040,879
14,975 Broadridge Financial Solutions Inc$3,081,106$3,081,106
56,235 Canadian Pacific Kansas City Ltd$4,445,939$4,445,939
55,939 Chevron Corporation$8,343,861$8,343,861
14,000 CME Group Inc$2,948,400$2,948,400
105,033 Coca-Cola Co$6,189,595$6,189,595
114,775 Comcast Corporation$5,032,884$5,032,884
2,500 Eli Lilly And Co$1,457,300$1,457,300
49,250 EOG Resources Inc$5,956,788$5,956,788
21,250 Estee Lauder Companies Inc$3,107,813$3,107,813
74,500 Hess Corp$10,739,920$10,739,920
45,175 Intercontinental Exchange Inc$5,801,825$5,801,825
13,350 Intuit Inc$8,344,150$8,344,150
13,400 Intuitive Surgical, Inc.$4,520,624$4,520,624
19,150 Marriott International Inc$4,318,516$4,318,516
15,100 Mastercard Inc$6,440,301$6,440,301
23,530 McDonald's Corp$6,976,880$6,976,880
78,185 Microsoft Corp$29,400,687$29,400,687
32,857 Mondelez International Inc$2,379,833$2,379,833
30,410 Nestle SA - ADR$3,516,308$3,516,308
38,870 Nike Inc$4,220,116$4,220,116
148,450 Novo Nordisk A/S$15,357,152$15,357,152
13,825 Otis Worldwide Corp$1,236,923$1,236,923
36,598 PepsiCo Inc$6,215,804$6,215,804
51,925 Philip Morris International Inc.$4,885,104$4,885,104
27,460 Progressive Corp$4,373,829$4,373,829
40,625 RTX Corp$3,418,188$3,418,188
12,415 S&P Global Inc$5,469,056$5,469,056
13,275 Sherwin-Williams Co$4,140,472$4,140,472
52,895 Texas Instruments Inc$9,016,482$9,016,482
31,510 Union Pacific Corp$7,739,486$7,739,486
18,920 UnitedHealth Group Inc$9,960,812$9,960,812
650,253 Vanguard Mid-Cap Index Fund Inst$41,382,093$41,382,093
13,650 Verisk Analytics, Inc.$3,260,439$3,260,439
43,525 Visa Inc$11,331,734$11,331,734
10,000 Zoetis Inc$1,973,700$1,973,700

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,184,289USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,184,289USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral counselCategoryTxt
Legal Fees$10,284LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,281DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank charges$16,357$16,357$0
Dues and subscriptions$2,345$117$1,473
Insurance$4,045$202$3,807
Office expense$11,445$572$10,012
Payroll processing fees$13,630$682$12,949
Software expense$10,554$0$10,601
Technology expenses$4,690$235$4,444
Telephone$3,824$191$3,623

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Unrealized appreciation in value of investments$42,959,232
Difference between cost and fair market value of noncash grants$2,624,973

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment management fees$653,277$653,277$0
Information technology services$24,603$0$25,416
Strategic planning$11,450$0$12,950
Professional development$13,754$0$16,040
Administrative consultation and support$4,810$0$14,670

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise tax$305,480$0$0
Foreign tax$112,253$112,253$0