2023-11-15T11:51:45-05:00 2022-12-31 621690032 RODEFER MOSS & CO PLLC 612 TRENT ST NE NORTON VA 24273 990PF 2022-01-01 621819796 THE POWELL FOUNDATION POWE 4232820111 3003 INDUSTRIAL DRIVE JOHNSON CITY TN 37604 JAMES J POWELL JR PRESIDENT 4237946095 2023-11-15 true JAMES J POWELL JR XXX-XX-XXXX true BRIAN K BLANTON P00969575 2766792780 2023-11-15 2022 2023-04-26 12:10:37Z X 14630613 X 1619000 10802 10802 349756 349756 839787 9502749 839787 825 2820170 1200345 55000 5468 56748 56748 32096 7754 149312 64502 0 677500 677500 826812 64502 677500 1993358 1135843 212633 64758 64759 1185000 1181222 1544000 1544000 4125662 4145179 936333 1561250 1900122 4194252 8153961 7009867 7339331 13497179 15490537 14630613 0 X 13497179 15490537 13497179 15490537 13497179 15490537 13497179 1993358 15490537 15490537 SCHWAB - ST COVERED P 1019633 1118045 -98412 -98412 SCHWAB - LT COVERED P 8434543 7544917 889626 889626 839787 15788 15788 15788 14000 14000 1788 false false false false false false false false true true false false false false true N/A JAMES J POWELL JR 4232820111 2105 KEY DRIVE BRENTWOOD TN 37604 false false false false false false false false false false false false false false false false false false false false false 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 55000 0 0 NONE CHARLES SCHWAB CHARLES SCHWAB 3000 SCHWAB WAY WESTLAKE TX 76262 INVESTMENTS 56773 N/A 15367568 208439 0 15576007 15576007 233640 15342367 767118 767118 15788 15788 751330 751330 751330 677500 677500 751330 671011 409288 69784 1150083 677500 677500 73830 73830 1076253 0 597181 479072 409288 69784 JAMES J POWELL JAMES J POWELL 3003 INDUSTRY DR JOHNSON CITY TN 37604 4232820111 LETTER EXPLAINING CHARITABLE PURPOSE AND NEED NONE NONE ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 BLUEGRASS SCHOLARSHIP FUND 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 POWELL CHORAL MUSIC SCHOLARSHIP FUND 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 STEINWAY SCHOLARSHIP FUND 25000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 INSTRUMENTAL SCHOLARSHIP FUND 12500 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 COLLEGE OF BUSINESS 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 JENRETTE ENDOWMENT INTEREST 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 DR. HU PIANO SCHOLARSHIP 30000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 ENGINEERING 25000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 ETSU MARTIN CENTER SPRING CONCERT 25000 UNIVERSITY OF TENNESSEE FOUNDATION UNIVERSITY OF TENNESSEE FOUNDATION 600 ANDY HOLT TOWER 600 ANDY HOLT TOWER KNOXVILLE TN 37996 GRADUATE STUDENT SUPPORT 75000 HOLSTON UNITED METHODIST HOME FOR HOLSTON UNITED METHODIST HOME FOR 404 HOLSTON DR 404 HOLSTON DR GREENEVILLE TN 37743 HUTCHINS LEGACY FUND 10000 TENNESSEE SPORTS HALL OF FAME TENNESSEE SPORTS HALL OF FAME 501 BROADWAY AVENUE 501 BROADWAY AVENUE NASHVILLE TN 37203 JEFF BYRD MEMORIAL SCHOLARSHIP FUND 5000 SEQUOYAH COUNCIL SEQUOYAH COUNCIL PO BOX 3010 PO BOX 3010 JOHNSON CITY TN 376023010 GENERAL 2500 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 50000 COALITION FOR KIDS COALITION FOR KIDS PO BOX 3156 PO BOX 3156 JOHNSON CITY TN 37602 COALITION FOR KIDS 5000 FRONTIER HEALTH FOUNDATION FRONTIER HEALTH FOUNDATION PO BOX 9054 P O BOX 9054 GRAY TN 37615 SPONSORSHIP EUNOIA A WELL MIND CONCE 5000 CRUMLEY HOUSE CRUMLEY HOUSE 300 URBANA RD 300 URBANA RD LIMESTONE TN 37681 SPONORSHIP 2500 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 10000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 MEN'S HOOP PROGRAM 10000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 WOMEN'S BASKETBALL PROGRAM 10000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 BLUEGRASS SCHOLARSHIP FUND 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 POWELL CHORAL MUSIC SCHOLARSHIP FUND 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 STEINWAY SCHOLARSHIP FUND 25000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 INSTRUMENTAL SCHOLARSHIP FUND 12500 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 COLLEGE OF BUSINESS 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 JENRETTE ENDOWMENT INTEREST 20000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 POWELL KEYBOARD FUND 30000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 ENGINEERING 25000 ETSU FOUNDATION ETSU FOUNDATION PO BOX 70712 PO BOX 70712 JOHNSON CITY TN 37614 PRE-COLLEGE ENDOWMENT 10000 HOLSTON UNITED METHODIST HOME FOR HOLSTON UNITED METHODIST HOME FOR 404 HOLSTON DR 404 HOLSTON DR GREENEVILLE TN 37743 GENERAL 2500 JOHNSON CITY SYMPHONY ORCHESTRA JOHNSON CITY SYMPHONY ORCHESTRA PO BOX 533 PO BOX 533 JOHNSON CITY TN 37605 JOHNSON CITY SYMPHONY ORCHESTRA 5000 BALLAD HEALTH FOUNDATION BALLAD HEALTH FOUNDATION 2335 KNOB CREEK ROAD 2335 KNOB CREEK ROAD JOHNSON CITY TN 37604 NISWONGER CHILDREN'S HOSPITAL 5000 HANDS ON DISCOVERY CENTER HANDS ON DISCOVERY CENTER 1212 SUNCREST CENTER 1212 SUNCREST CENTER GRAY TN 37615 HANDS ON DISCOVERY CENTER 5000 HOLSTON UNITED MOTHODIST HOME FOR HOLSTON UNITED METHODIST HOME FOR 404 HOLSTON DR 404 HOLSTON DR GREENVILLE TN 37743 HUTCHINS LEGACY FUND 10000 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 10000 UT INSTITUTE OF AGRICULTURE UT INSTITUTE OF AGRICULTURE 114 MORGAN HALL 114 MORGAN HALL KNOXVILLE TN 37996 GENOMICS GRADUATE STUDENT SUPPORT 75000 677500 14 10802 14 349756 18 839787 1 825 1201170 1201170 false false false false false false false false false false X X 1 JAMES J POWELL 250 URBANA RD LIMESTONE TN 37681 75000 X 2 JAMES J POWELL 2014 IRRV TR 3003 INDUSTRIAL DRIVE JOHNSON CITY TN 37604 1544000 X RODEFER MOSS 5468 CORPORATE BONDS EXCHANGE TRADED FUNDS 1014430 1088265 EQUITIES 546820 811857 4125662 4145179 MUTUAL FUNDS AT COST 6987561 7320264 REIT AT COST 22306 19067 EXPENSES OTHER EXPENSE 825 SCHWAB CHARGES 56723 56723 TRUIST 25 25 PAYROLL TAXES 4208 FOREIGN TAXES 7754 7754 ESTIMATED TAX PAYMENTS 14000 PY TAXES PAID IN CY 6134