2020-04-27T10:28:21-07:00 2019-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2019-01-01 746104592 The Powell Foundation POWE 7135237557 2001 Kirby Drive Houston TX 77019 Katherine Osborne Valdez President 2020-04-27 true Barbara Murphy P01386215 7134395739 2019 2022-09-23 18:48:47Z X 347767188 X 81642593 5999830 5999830 677233 18995807 604284 -53520 76 88266136 6604190 75250 9030 66220 556697 18835 528862 258355 13128 77408 9348 9348 8275 4138 4138 474656 428002 29154 143545 79818 25611 1281 21069 56720 2836 53837 48394 2415 44820 1656851 559483 834856 10651576 10526576 12308427 559483 11361432 75957709 6044707 1455275 2957915 2957915 244443 616662 616662 66027 60334 60334 3636548 3763210 3763210 193645412 328444429 328444429 7809501 11924638 11924638 206857206 347767188 347767188 1 202633 200000 325000 200001 527633 X 206657205 206657205 347239555 206857206 347767188 206657205 75957709 64624641 347239555 347239555 Publicly traded securities 18996014 18391523 604491 604491 From Sch K-1 (Form 1065) 207 -207 -207 604284 false 8510052 225842192 0.03768 6837633 194158987 0.03522 1901852 138733720 0.01371 1489444 31093968 0.04790 1363062 30660751 0.04446 0.178964 0.035793 270489684 9681637 60447 9742084 11361432 X 60447 60447 60447 103038 103038 X 42591 42591 false false false false false true true false true true TX true false false false false true www.powellfoundation.org Caroline Sabin 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 75250 3010 Ben H Powell V 2001 Kirby Drive 1011 Houston TX 77019 VP/Treas/Dir 3.00 0 Albert S Tabor 2001 Kirby Drive 1011 Houston TX 77019 VP/Sec/Dir 3.00 0 Harvin C Moore IV 2001 Kirby Drive 1011 Houston TX 77019 Treasurer/Dir 2.00 0 Charles F Caldwell 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 Marian M Casey 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 Marian P Harrison 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 2.00 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 Executive Director 40.00 178667 205041 Nicole T Ellis 2001 Kirby Drive 1011 Houston TX 77019 Prgm Officer 40.00 101541 13156 Chris Ehlinger 2001 Kirby Drive 1011 Houston TX 77019 Controller 35.00 93151 17343 Nicole Moore-Kriel 2001 Kirby Drive 1011 Houston TX 77019 Prgm Officer 40.00 80500 10140 Crystal M Ross 2001 Kirby Drive 1011 Houston TX 77019 Grant Adm 40.00 60930 9665 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment mgmt 402803 271511728 3097088 0 274608816 0 274608816 4119132 270489684 13524484 13524484 60447 3280 63727 13460757 13460757 13460757 11361432 11361432 60447 11300985 13460757 10825673 11361432 10825673 0 535759 12924998 The Powell Foundation 2001 Kirby Drive 1011 Houston TX 77019 7135237557 csabin@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 10526576 10526576 Houston Botanic Garden 8205 N Bayou Dr Houston TX 77017 N/A PC General support 125000 William Marsh Rice University 5620 Greenbriar Dr MS 272 Houston TX 77005 N/A PC Texas Policy Lab 50000 Texas 2036 3953 Maple Ave Dallas TX 75219 N/A PC General support 50000 Emerge Fellowship 11251 Northwest Fwy Ste 330 Houston TX 77092 N/A PC General support 100000 325000 14 5999830 525990 72949 18 604284 From Sch K-1 (Form 1065) 525990 -53596 14 76 19353 6604190 6623543 false false false false false false false false false false X X 1 Kitty King Powell Estate 1331 Lamar Street Ste 1256 Houston TX 77010 81642593 X X 1 Publicly traded securities 78911866 2009-01-01 Tax compliance 8275 4138 0 4138 500,000 Pepsico Inc 2.375 10/06/26 507595 507595 500,000 Wells Fargo & Company 3 10/23/26 512450 512450 500,000 Philip Morris Intl 2.75 02/25 507035 507035 450,000 McDonalds Corp 3.5 03/01/27 480766 480766 500,000 Wells Fargo & Co 3.069 01/24/23 510320 510320 500,000 Morgan Stanley 3.625 01/20/27 532405 532405 500,000 Verizon Comm 4.125 03/16/27 555120 555120 500,000 Altria Group Inc 2.85 08/09/22 509655 509655 500,000 JPMorgan Chase 3.25 09/23/22 517325 517325 500,000 Home Depot Inc 2.95 06/15/29 520250 520250 449,000 Anheuser-Busch 3.3 02/01/23 465187 465187 500,000 Gilead Sciences 3.25 09/01/22 516840 516840 500,000 Bank of America 3.5 04/19/26 531775 531775 500,000 American Express 2.65 12/02/22 509635 509635 500,000 Enterprise Prod 3.95 02/15/27 539805 539805 500,000 AT&T Inc 3 06/30/22 510775 510775 500,000 Pepsico Inc 2.625 07/29/29 510335 510335 600,000 State Street Corp 3.1 05/15/23 619152 619152 500,000 Philip Morris 3.375 08/115/29 525070 525070 100,000 Goldman Sachs 3.75 05/22/25 106155 106155 500,000 Home Depot Inc 2.625 06/01/22 510155 510155 500,000 Goldman Sachs 2.625 04/25/21 504365 504365 500,000 JPMorgan Chase 2.95 10/01/26 515300 515300 400,000 State Street Corp 2.65 05/19/26 407168 407168 65,540 Abbott Laboratories 5692804 5692804 48,140 Abbvie Inc 4262315 4262315 15,625 Air Products & Chemicals Inc 3671719 3671719 6,850 Alphabet Inc 9158587 9158587 94,270 Altria Group Inc 4705016 4705016 3,220 Amazon.com Inc 5950045 5950045 40,100 American Express Co 4992049 4992049 19,810 Anheuser-Busch Inbev 1625212 1625212 58,100 Apple Inc 17061065 17061065 5,000 ASML Holding NV 1479700 1479700 10,415 Automatic Data Processing 1775757 1775757 10,800 Blackrock Inc 5429160 5429160 18,800 Broadridge Financial Solution 2322552 2322552 12,150 Canadian Pacific Railway Ltd 3097641 3097641 47,524 Chevron Corp 5727117 5727117 34,000 Chubb Ltd 5292440 5292440 143,428 Coca-Cola Co 7938740 7938740 128,070 Comcast Corp 5759308 5759308 46,700 Conocophillips 3036901 3036901 30,100 Estee Lauder Companies 6216854 6216854 83,220 Exxon Mobil Corp 5807092 5807092 60,500 Facebook Inc 12417625 12417625 2,550 Home Depot Inc 556869 556869 30,100 Intercontinental Exchange 2785755 2785755 4,600 Intuitive Surgical Inc 2719290 2719290 18,480 Johnson & Johnson 2695678 2695678 69,750 JPMorgan Chase & Co 9723150 9723150 41,701 Kinder Morgan Inc 882810 882810 11,400 Linde Plc 2427060 2427060 6,500 Mastercard Inc 1940835 1940835 25,000 McDonalds Corp 4940250 4940250 117,010 Microsoft Corp 18452477 18452477 34,307 Mondelez International Inc 1889630 1889630 64,250 Nestle SA 6952171 6952171 35,180 Nike Inc Cl B 3564086 3564086 85,100 Novo-Nordisk A/S 4925588 4925588 42,048 Pepsico Inc 5746700 5746700 95,570 Philip Morris International 8132051 8132051 5,000 Phillips 66 557050 557050 31,250 Progressive Corp 2262188 2262188 97,500 Roche Holdings Ltd 3951968 3951968 9,400 S&P Global Inc 2566670 2566670 4,550 Sherwin-Williams Co 2655107 2655107 57,150 Texas Instruments Inc 7331774 7331774 26,300 Union Pacific Corp 4754777 4754777 28,450 United Technologies Corp 4260672 4260672 13,970 Unitedhealth Group Inc 4106901 4106901 21,150 Verisk Analytics Inc 3158541 3158541 46,310 Visa Inc 8701649 8701649 38,406 Walt Disney Co 5554660 5554660 689,638 Vanguard Mid-Cap Index Fund 33612969 33612969 361,726 Vanguard Total Int Stock Index F 43215404 43215404 3763210 3763210 General governance and counsel 9348 0 0 9348 Dues and subscriptions 1350 68 1283 From Sch K-1 (Form 1065) 62 Insurance 2641 132 3154 Office expense 20348 1017 17588 Payroll processing fees 5294 265 5029 Software expense 29 29 Technology expenses 13461 673 12788 Telephone 5209 260 4949 From Sch K-1 (Form 1065) -53520 76 Unrealized appreciation in value of investments 64624641 Consulting 6154 0 0 6154 Executive coaching 6500 0 0 6500 Executive Director search 33000 0 0 16500 Investment management and counsel 429002 428002 0 0 990-T tax 3280 Excise tax 60447 Foreign tax 79818 79818