POWELL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- POWELL FOUNDATION (EIN 62-1819796)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349103533
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:51:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621690032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODEFER MOSS & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 TRENT ST NE | AddressLine1Txt |
| City | NORTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24273 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621819796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 4232820111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 INDUSTRIAL DRIVE | AddressLine1Txt |
| City | JOHNSON CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J POWELL JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4237946095 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES J | PersonFirstNm |
| Person Last | POWELL JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN K BLANTON | PreparerPersonNm |
| PTIN | P00969575 | PTIN |
| Phone | 2766792780 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,630,613 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,619,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $349,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $839,787 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,502,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $839,787 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $825 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,820,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,200,345 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,468 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $56,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,748 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $32,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,754 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $149,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $677,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $677,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $826,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $677,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,993,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,135,843 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $212,633 | CashBOYAmt |
| Cash EOY | $64,758 | CashEOYAmt |
| Cash EOYFMV | $64,759 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,185,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,181,222 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $1,544,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $1,544,000 | PledgesRcvblEOYAmt |
| US Government Obligations EOY | $4,125,662 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,145,179 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $936,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,561,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,900,122 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,194,252 | CorporateBondsBOYAmt |
| Other Investments BOY | $8,153,961 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,009,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,339,331 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,497,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,490,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,630,613 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,497,179 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,490,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,497,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,490,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,497,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,490,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,497,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,993,358 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,490,537 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,490,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB - ST COVERED | P | $1,019,633 | $1,118,045 | -$98,412 | -$98,412 |
| SCHWAB - LT COVERED | P | $8,434,543 | $7,544,917 | $889,626 | $889,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $839,787 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,788 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,788 | SubtotalAmt |
| Tax Based On Investment Income | $15,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,788 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES J POWELL JR | IndividualWithBooksNm |
| Phone | 4232820111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 KEY DRIVE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SANDRA G POWELL | ||||||||
| 205 URBANA ROAD | LIMESTONE | TN | 37861 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JAMES J POWELL JR | ||||||||
| 2105 KEY DRIVE | BRENTWOOD | TN | 37604 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MICHAEL W POWELL | ||||||||
| 2194 HIGHLAND FALLS COURT | JOHNSON CITY | TN | 37615 | ASSISTANT SE | 000.00 | $0 | $0 | $0 |
| CATHY ESSIN | ||||||||
| 3622 BRISTOL HIGHWAY | JOHNSON CITY | TN | 37601 | SECRETARY | 000.00 | $55,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB | BusinessNameLine1Txt |
| Business Name Line2 | CHARLES SCHWAB | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SCHWAB WAY | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENTS | ServiceTypeTxt |
| Compensation | $56,773 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,367,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,576,007 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,576,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,342,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $767,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $767,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,788 | TotalTaxAmt |
| Distributable Before Adj | $751,330 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $751,330 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $751,330 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $677,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $677,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $751,330 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $671,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $409,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,784 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,150,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $677,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $677,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $73,830 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,830 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,076,253 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $597,181 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $479,072 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $409,288 | ExcessFromYear3Amt |
| Excess From Year2 | $69,784 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES J POWELL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES J POWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 INDUSTRY DR | AddressLine1Txt |
| City | JOHNSON CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4232820111 | RecipientPhoneNum |
| Form And Info And Materials | LETTER EXPLAINING CHARITABLE PURPOSE AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | BLUEGRASS SCHOLARSHIP FUND | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | POWELL CHORAL MUSIC SCHOLARSHIP FUND | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | STEINWAY SCHOLARSHIP FUND | $25,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | INSTRUMENTAL SCHOLARSHIP FUND | $12,500 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | COLLEGE OF BUSINESS | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | JENRETTE ENDOWMENT INTEREST | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | DR. HU PIANO SCHOLARSHIP | $30,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | ENGINEERING | $25,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | ETSU MARTIN CENTER SPRING CONCERT | $25,000 |
| UNIVERSITY OF TENNESSEE FOUNDATION | |||||||
| UNIVERSITY OF TENNESSEE FOUNDATION | 600 ANDY HOLT TOWER | 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | GRADUATE STUDENT SUPPORT | $75,000 |
| HOLSTON UNITED METHODIST HOME FOR | |||||||
| HOLSTON UNITED METHODIST HOME FOR | 404 HOLSTON DR | 404 HOLSTON DR | GREENEVILLE | TN | 37743 | HUTCHINS LEGACY FUND | $10,000 |
| TENNESSEE SPORTS HALL OF FAME | |||||||
| TENNESSEE SPORTS HALL OF FAME | 501 BROADWAY AVENUE | 501 BROADWAY AVENUE | NASHVILLE | TN | 37203 | JEFF BYRD MEMORIAL SCHOLARSHIP FUND | $5,000 |
| SEQUOYAH COUNCIL | |||||||
| SEQUOYAH COUNCIL | PO BOX 3010 | PO BOX 3010 | JOHNSON CITY | TN | 376023010 | GENERAL | $2,500 |
| UNIVERSITY OF TENNESSEE FOUNDATION | |||||||
| UNIVERSITY OF TENNESSEE FOUNDATION | 600 ANDY HOLT TOWER | 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | SANDRA G POWELL WOMEN'S ATHLETIC | $50,000 |
| COALITION FOR KIDS | |||||||
| COALITION FOR KIDS | PO BOX 3156 | PO BOX 3156 | JOHNSON CITY | TN | 37602 | COALITION FOR KIDS | $5,000 |
| FRONTIER HEALTH FOUNDATION | |||||||
| FRONTIER HEALTH FOUNDATION | PO BOX 9054 | P O BOX 9054 | GRAY | TN | 37615 | SPONSORSHIP EUNOIA A WELL MIND CONCE | $5,000 |
| CRUMLEY HOUSE | |||||||
| CRUMLEY HOUSE | 300 URBANA RD | 300 URBANA RD | LIMESTONE | TN | 37681 | SPONORSHIP | $2,500 |
| UNITED WAY OF EAST TN HIGHLANDS | |||||||
| UNITED WAY OF EAST TN HIGHLANDS | PO BOX 4039 | PO BOX 4039 | JOHNSON CITY | TN | 376024039 | UNITED WAY OF EAST TN HIGHLANDS | $10,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | MEN'S HOOP PROGRAM | $10,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | WOMEN'S BASKETBALL PROGRAM | $10,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | BLUEGRASS SCHOLARSHIP FUND | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | POWELL CHORAL MUSIC SCHOLARSHIP FUND | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | STEINWAY SCHOLARSHIP FUND | $25,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | INSTRUMENTAL SCHOLARSHIP FUND | $12,500 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | COLLEGE OF BUSINESS | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | JENRETTE ENDOWMENT INTEREST | $20,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | POWELL KEYBOARD FUND | $30,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | ENGINEERING | $25,000 |
| ETSU FOUNDATION | |||||||
| ETSU FOUNDATION | PO BOX 70712 | PO BOX 70712 | JOHNSON CITY | TN | 37614 | PRE-COLLEGE ENDOWMENT | $10,000 |
| HOLSTON UNITED METHODIST HOME FOR | |||||||
| HOLSTON UNITED METHODIST HOME FOR | 404 HOLSTON DR | 404 HOLSTON DR | GREENEVILLE | TN | 37743 | GENERAL | $2,500 |
| JOHNSON CITY SYMPHONY ORCHESTRA | |||||||
| JOHNSON CITY SYMPHONY ORCHESTRA | PO BOX 533 | PO BOX 533 | JOHNSON CITY | TN | 37605 | JOHNSON CITY SYMPHONY ORCHESTRA | $5,000 |
| BALLAD HEALTH FOUNDATION | |||||||
| BALLAD HEALTH FOUNDATION | 2335 KNOB CREEK ROAD | 2335 KNOB CREEK ROAD | JOHNSON CITY | TN | 37604 | NISWONGER CHILDREN'S HOSPITAL | $5,000 |
| HANDS ON DISCOVERY CENTER | |||||||
| HANDS ON DISCOVERY CENTER | 1212 SUNCREST CENTER | 1212 SUNCREST CENTER | GRAY | TN | 37615 | HANDS ON DISCOVERY CENTER | $5,000 |
| HOLSTON UNITED MOTHODIST HOME FOR | |||||||
| HOLSTON UNITED METHODIST HOME FOR | 404 HOLSTON DR | 404 HOLSTON DR | GREENVILLE | TN | 37743 | HUTCHINS LEGACY FUND | $10,000 |
| SECOND HARVEST FOOD BANK OF NE TN | |||||||
| SECOND HARVEST FOOD BANK OF NE TN | 1020 JERICHO DRIVE | 1020 JERICHO DRIVE | KINGSPORT | TN | 37663 | FOOD FOR KIDS BACKPACK PROGRAM | $10,000 |
| UT INSTITUTE OF AGRICULTURE | |||||||
| UT INSTITUTE OF AGRICULTURE | 114 MORGAN HALL | 114 MORGAN HALL | KNOXVILLE | TN | 37996 | GENOMICS GRADUATE STUDENT SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $677,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,802 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $839,787 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,201,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,201,170 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES J POWELL | ||||||
| 1 | 250 URBANA RD | LIMESTONE | TN | 37681 | $75,000 | Yes (X) |
| JAMES J POWELL 2014 IRRV TR | ||||||
| 2 | 3003 INDUSTRIAL DRIVE | JOHNSON CITY | TN | 37604 | $1,544,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RODEFER MOSS | CategoryTxt |
| Amt | $5,468 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGE TRADED FUNDS | $1,014,430 | $1,088,265 |
| EQUITIES | $546,820 | $811,857 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,125,662 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,145,179 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $6,987,561 | $7,320,264 |
| REIT | AT COST | $22,306 | $19,067 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| OTHER EXPENSE |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $825 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SCHWAB CHARGES | $56,723 | $56,723 |
| TRUIST | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PAYROLL TAXES | $4,208 | |
| FOREIGN TAXES | $7,754 | $7,754 |
| ESTIMATED TAX PAYMENTS | $14,000 | |
| PY TAXES PAID IN CY | $6,134 |