2021-05-14T08:44:09-07:00 2020-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2020-01-01 746104592 The Powell Foundation POWE 7135237557 2001 Kirby Drive Houston TX 77019 Katherine Osborne Valdez President/Dir 2021-05-14 true Katherine Osborne Valdez 999009999 Barbara Murphy P01386215 7134395739 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 396553076 X 1273 X 7237 7237 6586162 6586162 5191373 36971945 5191373 11786045 11784772 83933 10072 73861 652108 32605 699239 152089 7716 131393 4119 4119 8443 4221 618059 591450 44709 252509 99165 62690 3135 59555 10139 494 9632 58825 8208 50617 1902914 752845 1077346 13252232 13077232 15155146 752845 14154578 -3369101 11031927 2957915 616718 616718 616662 1633324 1633324 60334 18189 18189 3763210 4078854 4078854 328444429 373164680 373164680 11924638 17041311 17041311 347767188 396553076 396553076 202633 127356 325000 500000 527633 627356 X 347239555 347239555 395925720 347767188 396553076 347239555 -3369101 52055266 395925720 395925720 Publicly traded securities 36971945 31780572 5191373 5191373 5191373 153344 153344 153344 80591 80591 72753 false false false false false false false true true TX true false false false false true www.powellfoundation.org Eleisha Nelson-Reed 7135237557 2001 Kirby Drive 1011 Houston TX 77019 false false false false true false false false false false false false false false false false false false false false false false Katherine Osborne Valdez 2001 Kirby Drive 1011 Houston TX 77019 President/Dir 20.00 83933 3357 Ben H Powell V 2001 Kirby Drive 1011 Houston TX 77019 VP/Treas/Dir 4.00 0 Albert S Tabor 2001 Kirby Drive 1011 Houston TX 77019 VP/Sec/Dir 2.00 0 Charles F Caldwell 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 Marian M Casey 2001 Kirby Drive 1011 Houston TX 77019 Director 4.00 0 Marian P Harrison 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 Inez Hill 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 Katherine P Hill 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 Molly N Kidd 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 Nancy Powell Moore 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 Ben H Powell VI 2001 Kirby Drive 1011 Houston TX 77019 Director 0.00 0 Jan L Redford 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 Caroline J Sabin 2001 Kirby Drive 1011 Houston TX 77019 ExDir to 7/13 40.00 189712 25078 Eleisha Nelson-Reed 2001 Kirby Drive 1011 Houston TX 77019 ExDir fr 7/13 40.00 98116 6129 Nicole T Ellis 2001 Kirby Drive 1011 Houston TX 77019 Prgm Officer 40.00 103588 14443 Chris Ehlinger 2001 Kirby Drive 1011 Houston TX 77019 Controller 35.00 93380 21849 Nicole Moore-Kriel 2001 Kirby Drive 1011 Houston TX 77019 Prgm Officer 40.00 91085 18394 1 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment management 591450 339396807 6505399 0 345902206 0 345902206 5188533 340713673 17035684 17035684 153344 153344 16882340 16882340 16882340 14154578 14154578 14154578 16882340 12924998 14154578 12924998 0 1229580 15652760 The Powell Foundation 2001 Kirby Drive 1011 Houston TX 77019 7135237557 eleisha@powellfoundation.org See attachment as well as the Foundation's website (www.powellfoundation.org) for application and guidelines. None See attachment and website. See attachment State and zip code for efiling purposes TX 77019 See attachment 13077232 13077232 Buffalo Bayou Partnership 1019 Commerce Street Suite 200 Houston TX 77002 N/A PC Improvements at Turkey Bend, as part of the Buffalo Bayou East Master Plan implementation 500000 500000 14 7237 14 6586162 18 5191373 11784772 11784772 false false false false false false false false false false Tax compliance 8443 0 0 4221 1,000,000 Altria Group 2.85% 08/09/22 1038480 1038480 1,000,000 Amer Express 2.65% 12/02/22 1043840 1043840 500,000 AT&T 3% 06/30/22 517470 517470 500,000 AT&T 3.4% 05/15/25 555725 555725 500,000 Bank of America 3.5% 04/19/26 566665 566665 500,000 Enterprise Prod 3.9% 02/15/27 575770 575770 500,000 Gilead Sciences 3.25% 09/01/22 522155 522155 500,000 Goldman Sachs 2.625% 04/25/21 502600 502600 500,000 Goldman Sachs 3.75% 05/22/25 561375 561375 500,000 Home Depot 2.625% 06/01/22 515610 515610 500,000 Home Depot 2.95% 06/15/29 568345 568345 500,000 JPMorgan Chase 2.95% 10/01/26 554720 554720 500,000 JPMorgan Chase 3.25% 09/23/22 525855 525855 1,000,000 Mastercard 3.35% 03/26/2030 1162740 1162740 1,000,000 McDonald's Corp 3.5% 03/01/27 1144420 1144420 1,000,000 Morgan Stanley 3.625% 01/20/27 1145220 1145220 500,000 PepsiCo 2.375% 10/06/26 545080 545080 500,000 PepsiCo 2.625% 07/29/29 551960 551960 500,000 Philip Morris Int 2.75% 02/25/26 545305 545305 500,000 Philip Morris 3.375% 08/15/29 572965 572965 400,000 State Street Co 2.65% 05/19/26 440068 440068 600,000 State Street Co 3.1% 05/15/23 637998 637998 1,000,000 Verizon Comm 4.125% 03/16/27 1178690 1178690 500,000 Wells Fargo & Co 3% 10/23/26 553985 553985 500,000 Wells Fargo & Co 3.06% 01/24/23 514270 514270 65,540 Abbott Laboratories 7175975 7175975 33,140 Abbvie Inc 3550951 3550951 7,175 Adobe Inc 3588361 3588361 25,850 Air Products & Chemicals 7062737 7062737 6,850 Alphabet Inc Class C 12000378 12000378 68,270 Altria Group Inc 2799070 2799070 4,745 Amazon.com Inc 15454133 15454133 181,100 Apple Inc 24030159 24030159 5,000 ASML Holding 2438600 2438600 10,415 Automatic Data Processing 1835123 1835123 10,800 Blackrock Inc 7792632 7792632 18,800 Broadridge Financial Solution 2880160 2880160 12,150 Canadian Pacific Railway Ltd 4212284 4212284 47,524 Chevron Corp 4013402 4013402 19,250 Chubb Ltd 2962960 2962960 113,428 Coca-Cola Co 6220392 6220392 118070 Comcast Corp Class A 6186868 6186868 30,100 Estee Lauder Companies Class A 8012319 8012319 60,500 Facebook Inc Class A 16526180 16526180 15,000 IHS Markit Ltd 1347450 1347450 44,500 Intercontinental Exchange 5130405 5130405 9,500 Intuit Inc 3608575 3608575 4,600 Intuitive Surgical Inc 3763260 3763260 18,480 Johnson & Johnson 2908382 2908382 53,750 JPMorgan Chase & Co 6830012 6830012 12,500 Mastercard Inc Class A 4461750 4461750 25,000 McDonald's Corp 5364500 5364500 112,010 Microsoft Corp 24913264 24913264 34,307 Mondelez International 2005930 2005930 64,250 Nestle SA Spons ADR 7578159 7578159 33,680 Nike Inc Class B 4764710 4764710 85,100 Novo Nordisk A/S 5944235 5944235 14,225 Otis Worldwide Corp 960899 960899 40,048 Pepsico Inc 5939118 5939118 71,570 Philip Morris International 5925280 5925280 58,925 Progressive Corp 5826504 5826504 28,450 Raytheon Technologies Corp 2034460 2034460 97,500 Roche Holdings AG 4260360 4260360 13,400 S&P Global Inc 4404982 4404982 4,550 Sherwin-Williams Company 3343840 3343840 57,150 Texas Instruments Inc 9380030 9380030 26,300 Union Pacific Corp 5476186 5476186 16,520 UnitedHealth Group Inc 5793234 5793234 21,150 Verisk Analytics Inc 4390528 4390528 46,310 Visa Inc Class A 10129386 10129386 10,636 Walt Disney Co 1927030 1927030 689,638 Vanguard Mid-Cap Index Fund 39061111 39061111 361,726 Vanguard Total Int Stock Indx Fd 46948416 46948416 4078854 4078854 General governance and counsel 4119 0 0 4119 Bank charges 21205 6610 14595 Dues and subscriptions 600 30 570 Insurance 4130 207 3923 Office expense 12450 623 11827 Payroll processing fees 6564 328 6236 Software expense 5668 5668 Technology expenses 2786 139 2647 Telephone 5422 271 5151 Difference between book and FMV of noncash grants 652698 Unrealized appreciation in value of investments 51402568 Executive coaching 1800 0 0 1800 Executive Director search 22409 0 0 38909 Investment management and counsel 591450 591450 0 0 Other professional fees 2400 0 0 4000 Excise tax 153344 Foreign tax 99165 99165