POWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POWELL FAMILY FOUNDATION INC (EIN 65-0934241)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202043159349100624
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T13:02:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591262947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERSON PRESTON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4770 BISCAYNE BLVD SUITE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650934241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 3058582200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 AVIATION AVENUE NO 502 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BAKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3058582200 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOROTHY EISENBERG | PreparerPersonNm |
| PTIN | P01437948 | PTIN |
| Phone | 3058683600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.165.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 14:02:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BCBD41864821CA65A636622CC974F31A505E43F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76A47C168F6AC41411049F34024D55406B5A235C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,707,268 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $355,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $354,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $459,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $823,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $459,254 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$24,182 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$24,182 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $790,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $789,135 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,880 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$16,542 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,511 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | -$14,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $346,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $346,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | -$14,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $415,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $803,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $173,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,041 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,816,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,147,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,925,141 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $741,437 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $819,896 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $802,390 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,746,885 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,901,733 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,955,696 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,477,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,893,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,707,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,477,620 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,893,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,477,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,893,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,477,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,893,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,477,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $415,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,893,184 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,893,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-03-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-04-16 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-05-15 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-06-15 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-07-16 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-08-15 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-09-17 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-10-15 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-11-15 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-12-17 | 2019-02-22 | $0 | $0 | $3 | $3 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2019-01-15 | 2019-02-22 | $0 | $0 | $1 | $1 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2019-02-15 | 2019-02-22 | $0 | $0 | $1 | $1 |
| AMG SOUTHERN SUN SMALL CAP I | P | 2016-07-08 | 2019-10-16 | $2,200 | $2,200 | $24,975 | $22,775 |
| ARTISAN MID CAP VALUE FD | P | 2013-01-29 | 2019-10-16 | -$1,494 | -$1,494 | $10,990 | $12,484 |
| RIVERNORTH MARKETPLACE MRG LENDING CORP | P | 2017-05-04 | 2019-04-10 | -$2,548 | -$2,548 | $16,071 | $18,619 |
| RIVERNORTH MARKETPLACE MRG LENDING CORP | P | 2017-05-04 | 2019-07-12 | -$2,731 | -$2,731 | $13,639 | $16,370 |
| RIVERNORTH MARKETPLACE MRG LENDING CORP | P | 2017-05-30 | 2019-07-12 | -$85 | -$85 | $455 | $540 |
| RIVERNORTH MARKETPLACE MRG LENDING CORP | P | 2017-06-14 | 2019-07-12 | -$369 | -$369 | $1,946 | $2,315 |
| RIVERNORTH MARKETPLACE MRG LENDING CORP | P | 2017-06-14 | 2019-10-11 | -$844 | -$844 | $4,321 | $5,165 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-02-16 | 2019-02-22 | $10 | $10 | $134 | $124 |
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-03-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-04-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-05-16 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-06-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-07-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-08-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-09-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-10-17 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-11-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2016-12-15 | 2019-02-22 | $0 | $0 | ||
| TEMPLETON GLOBAL BOND FUND CL | P | 2018-02-15 | 2019-02-22 | $0 | $0 | ||
| VIRTUS SEIX CORE BD I | P | 2016-10-17 | 2019-10-16 | -$329 | -$329 | $75,000 | $75,329 |
| AMG YACKTMAN FD I | P | 2011-07-27 | 2019-09-24 | $2,963 | $2,963 | $17,794 | $14,831 |
| AMG YACKTMAN FD I | P | 2011-07-27 | 2019-09-24 | $5,367 | $5,367 | $32,181 | $26,814 |
| ARTISAN MID CAP FUND INV | P | 2007-10-24 | 2019-09-24 | -$145 | -$145 | $26,000 | $26,145 |
| ARTISAN MID CAP FUND INV | P | 2007-10-24 | 2019-10-16 | -$84 | -$84 | $5,932 | $6,016 |
| ARTISAN MID CAP FUND INV | P | 2009-05-19 | 2019-10-16 | $13,327 | $13,327 | $29,067 | $15,740 |
| ARTISAN MID CAP FUND INV | P | 2009-05-19 | 2019-09-24 | $4,114 | $4,114 | $15,000 | $10,886 |
| ARTISAN MID CAP FUND INV | P | 2009-05-19 | 2019-10-16 | $2,840 | $2,840 | $10,271 | $7,431 |
| ARTISAN MID CAP FUND INV | P | 2009-05-19 | 2019-10-16 | $4,629 | $4,629 | $16,740 | $12,111 |
| FRONTIER COMM CO | P | 2009-12-02 | 2019-02-22 | -$348 | -$348 | $5 | $353 |
| GENERAL ELECTRIC CO | P | 2009-12-02 | 2019-02-22 | -$3,497 | -$3,497 | $5,867 | $9,364 |
| ISHARES RUSSELL 2000 | P | 2009-05-19 | 2019-09-24 | $37,363 | $37,363 | $60,724 | $23,361 |
| ISHARES S&P 500 GROWTH ETF | P | 2009-05-19 | 2019-12-05 | $11,207 | $11,207 | $14,985 | $3,778 |
| ISHARES S&P 500 VALUE ETF | P | 2009-05-19 | 2019-09-24 | $25,238 | $25,238 | $39,919 | $14,681 |
| ISHARES S&P 500 VALUE ETF | P | 2009-05-19 | 2019-12-05 | $10,224 | $10,224 | $15,735 | $5,511 |
| KRAFT HEINZ CO | P | 2009-12-02 | 2019-02-22 | $1,028 | $1,028 | $4,033 | $3,005 |
| RIVERNORTH MARKETPLACE L | P | 2017-05-04 | 2019-06-14 | -$2 | -$2 | $8 | $10 |
| TOUCHSTONE SANDS CAPITAL SLCT GWTH CL Y | P | 2009-05-21 | 2019-09-24 | $34,559 | $34,559 | $59,975 | $25,416 |
| FR K-1 ECWB PARTNERS, LTD | P | $516 | $516 | $516 | |||
| FR K-1 ECWB PARTNERS, LTD | P | $36,786 | $36,786 | $36,786 | |||
| FR K-1 CEF TOTAL RETURN OPPORTUNITY FUND, LP | P | $1,234 | $1,234 | $1,234 | |||
| FR K-1 CEF TOTAL RETURN OPPORTUNITY FUND, LP | P | -$5,290 | -$5,290 | $5,290 | |||
| FR K-1 TRIVEST PARTNERS GP LLC | P | $283,415 | $283,415 | $283,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $459,254 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $351,964 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,770,156 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051988 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $173,127 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,152,062 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,374 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,453,908 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,236 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,322,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046721 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,819 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,291,318 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046431 | DistributionYr5Rt |
| Total Distribution | 0.224886 | TotalDistributionRt |
| Average Distribution | 0.044977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,233,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $325,342 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,038 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,380 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $350,491 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,121 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,121 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $917 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOROTHY S EISENBERG | IndividualWithBooksNm |
| Phone | 3058683600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4770 BISCAYNE BLVD 4TH FL | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| EARL POWELL | ||||||||
| 3225 AVIATION AVENUE | MIAMI | FL | 33133 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTY POWELL | ||||||||
| 3225 AVIATION AVENUE | MIAMI | FL | 33133 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIAN MISUNIAS | ||||||||
| 3225 AVIATION AVENUE | MIAMI | FL | 33133 | TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,500,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,746,885 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,343,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,343,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,233,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,038 | TotalTaxAmt |
| Distributable Before Adj | $353,639 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,639 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $350,491 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,038 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $342,453 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,555 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $350,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,555 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,936 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $216,703 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EARL POWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 AVIATION AVENUE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3058582200 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BAPTIST HEALTH FOUNDATION | |||||
| 1275 SAN INGNACIO AVENUE | CORAL GABLES | FL | 33143 | CHARITABLE | $5,000 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | |||||
| 6855 RED ROD | CORAL GABLES | FL | 33143 | CHARITABLE | $30,000 |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | |||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | CHARITABLE | $1,500 |
| BASCOM PALMER EYE INSTITUTE | |||||
| PO BOX 16880 | MIAMI | FL | 33101 | CHARITABLE | $25,000 |
| CORAL GABLES COMMUNITY FOUNDATION | |||||
| 1825 PONCE DE LEON BLVD 447 | MIAMI | FL | 33134 | CHARITABLE | $10,000 |
| FLORIDA GRAND OPERA | |||||
| 8390 NW 25TH STREET | MIAMI | FL | 33122 | CHARITABLE | $5,000 |
| HIGH COUNTRY CHARITABLE FOUNDATION INC | |||||
| PO BOX 2376 | BANNER ELK | NC | 28604 | CHARITABLE | $10,000 |
| JUNIOR ACHIEVEMENT | |||||
| 13490 NW 7TH AVE | MIAMI | FL | 33168 | CHARITABLE | $5,000 |
| MIAMI CITY BALLET | |||||
| 2200 LIBERTY AVE | MIAMI | FL | 33139 | CHARITABLE | $5,000 |
| PROJECT ALS | |||||
| 801 RIVERSIDE DRIVE | NEW YORK | NY | 10032 | CHARITABLE | $1,000 |
| ST THOMAS EPISCOPAL PARISH | |||||
| 5692 N KENDALL DR | MIAMI | FL | 33156 | CHARITABLE | $16,000 |
| PUBLIC INTEREST LEGAL FOUNDATION | |||||
| 32 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | CHARITABLE | $2,000 |
| UNIVERSITY ATHLETIC ASSOCIATION INC | |||||
| PO BOX 13796 | GAINESVILLE | FL | 32604 | CHARITABLE | $14,480 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | CHARITABLE | $200,000 |
| THE BROTHERS PROJECT | |||||
| 8298 SW 173RD TERRACE | PALMETTO BAY | FL | 33157 | CHARITABLE | $10,000 |
| YOUR GRATEFUL NATION | |||||
| PO BOX 55 | VALPARAISO | FL | 32580 | CHARITABLE | $5,000 |
| YPO INC | |||||
| 1225 ALEGRIANO AVE | CORAL GABLES | FL | 33146 | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $346,980 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $459,254 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 ECWB PARTNERS LTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$24,182 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $790,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $790,487 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #8052 - CORPORATE BONDS | BondNm |
| EOY Book Value | $819,896 | EOYBookValueAmt |
| EOYFMV | $802,390 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #8052 - EQUITIES | StockNm |
| EOY Book Value | $3,147,514 | EOYBookValueAmt |
| EOYFMV | $3,925,141 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN CEF TOTAL RETURN FUND | FMV | $510,946 | $511,137 |
| INVESTMENT IN ECWB PARTNERS LTD. | FMV | $2,390,787 | $2,444,559 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS | $52,330 | $34,725 | $3,511 |
| UNREALIZED LOSSES | -$51,267 | -$51,267 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 ECWB PARTNERS LTS | Desc |
| Revenue And Expenses Per Books | -$24,182 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$24,182 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$24,182 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $25,000 | $0 | $0 |
| FOREIGN TAXES | $1,880 | $1,880 | $0 |
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