POWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- POWELL FAMILY FOUNDATION INC (EIN 65-0934241)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201923159349100227
- Schema version
- 2018v3.1
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T10:19:54-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-11 | 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 | 2019-11-11 | IPDt |
| IP Tm | 10:19:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1AC58AD9972E550A7044E8694BFEC9BD3111711D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,748,728 | 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 | $401,332 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $380,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $379,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $253,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,003 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$63,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$63,710 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $811,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $408,716 | 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 | $21,145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,964 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $506,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $354,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $304,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $145,101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,059 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,541,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,816,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,149,815 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $718,886 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $741,437 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $678,969 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,547,747 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,746,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,746,885 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,953,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,477,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,748,728 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,953,689 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,477,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,953,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,477,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,953,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,477,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,953,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $304,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $218,964 | OtherIncreasesAmt |
| Subtotal | $6,477,620 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,477,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40.31 HARBOR INTERNATIONAL FUND INST | P | 2017-12-18 | 2018-11-29 | $2,345 | $2,706 | -$361 | -$361 |
| 97.44 HARBOR INTERNATIONAL FUND INST | P | 2017-12-18 | 2018-11-29 | $5,666 | $6,540 | -$874 | -$874 |
| 185.47 HARBOR INTERNATIONAL FUND INST | P | 2012-06-13 | 2018-11-29 | $10,785 | $9,954 | $831 | $831 |
| 933.01 HARBOR INTERNATIONAL FUND INST | P | 2012-06-13 | 2018-11-29 | $54,254 | $50,076 | $4,178 | $4,178 |
| 19.13 HARBOR INTERNATIONAL FUND INST | P | 2012-12-17 | 2018-11-29 | $1,113 | $1,172 | -$59 | -$59 |
| 19.86 HARBOR INTERNATIONAL FUND INST | P | 2012-12-17 | 2018-11-29 | $1,155 | $1,217 | -$62 | -$62 |
| 21.05 HARBOR INTERNATIONAL FUND INS | P | 2013-12-17 | 2018-11-29 | $1,224 | $1,424 | -$200 | -$200 |
| 21.86 HARBOR INTERNATIONAL FUND INST | P | 2013-12-17 | 2018-11-29 | $1,271 | $1,479 | -$208 | -$208 |
| 272.50 HARBOR INTERNATIONAL FUND INST | P | 2014-07-18 | 2018-11-29 | $15,846 | $20,000 | -$4,154 | -$4,154 |
| 18.81 HARBOR INTERNATIONAL FUND INST | P | 2014-12-18 | 2018-11-29 | $1,094 | $1,238 | -$144 | -$144 |
| 26.85 HARBOR INTERNATIONAL FUND INST | P | 2014-12-18 | 2018-11-29 | $1,561 | $1,767 | -$206 | -$206 |
| 16.34 HARBOR INTERNATIONAL FUND INST | P | 2015-12-17 | 2018-11-29 | $950 | $964 | -$14 | -$14 |
| 23.32 HARBOR INTERNATIONAL FUND | P | 2015-12-17 | 2018-11-29 | $1,356 | $1,376 | -$20 | -$20 |
| 26.79 HARBOR INTERNATIONAL FUND | P | 2015-12-17 | 2018-11-29 | $1,558 | $1,581 | -$23 | -$23 |
| 38.23 HARBOR INTERNATIONAL FUND INST | P | 2015-12-17 | 2018-11-29 | $2,224 | $2,256 | -$32 | -$32 |
| 18.68 HARBOR INTERNATIONAL FUND INST | P | 2016-12-19 | 2018-11-29 | $1,086 | $1,087 | -$1 | -$1 |
| 26.66 HARBOR INTERNATION FUND | P | 2016-12-19 | 2018-11-29 | $1,550 | $1,552 | -$2 | -$2 |
| 513.20 HARBOR INTERNATIONAL FUND INST | P | 2017-06-14 | 2018-11-29 | $29,843 | $35,000 | -$5,157 | -$5,157 |
| 2322.12 TOUCHSTONE SANDS CAPITAL | P | 2009-05-20 | 2018-04-11 | $36,973 | $14,222 | $22,751 | $22,751 |
| 816.60 TOUCHSTONE SANDS CAPITAL | P | 2009-05-21 | 2018-04-11 | $13,002 | $4,909 | $8,093 | $8,093 |
| FR K-1 ECWB PARTNERS, LTD | P | $63,641 | $63,641 | $63,641 | |||
| FR K-1 ECWB PARTNERS, LTD | P | $113 | -$113 | -$113 | |||
| FR K-1 CEF TOTAL RETURN OPPORTUNITY FUND, LP | P | $3,830 | $3,830 | $3,830 | |||
| FR K-1 CEF TOTAL RETURN OPPORTUNITY FUND, LP | P | $1,309 | $1,309 | $1,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,003 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,127 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,152,062 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $159,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,453,908 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046143 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,236 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,322,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046721 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,819 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,291,318 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046431 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,198 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,108,358 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044138 | DistributionYr5Rt |
| Total Distribution | 0.217036 | TotalDistributionRt |
| Average Distribution | 0.043407 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,770,156 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $293,872 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $354,730 | 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 | $2,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $113 | EsPenaltyAmt |
| Overpayment | $7,121 | OverpaymentAmt |
| Applied To ES Tax | $7,121 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| LINDA BAKER | ||||||||
| 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 | $4,146,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,523,018 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,873,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,873,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,770,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,766 | TotalTaxAmt |
| Distributable Before Adj | $335,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $335,742 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $354,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $354,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,766 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $351,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $232,543 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $354,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $232,543 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,187 | 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 | $213,555 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | CHARITABLE | $1,000 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | |||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | CHARITABLE | $30,000 |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | |||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | CHARITABLE | $1,500 |
| BREAKTHROUGH MIAMI | |||||
| 3250 SW 3RD AVENUE 6TH FLOOR | MIAMI | FL | 33129 | CHARITABLE | $2,500 |
| CHAPMAN PARTNERSHIP FOR HOMELESS | |||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | CHARITABLE | $500 |
| ELK RIVER CLUB | |||||
| 1000 CLUBHOUSE DRIVE | BANNER ELK | NC | 28604 | CHARITABLE | $1,000 |
| FRIENDS | |||||
| 19801 SHERIDAN ST | FORT LAUDERDALE | FL | 33332 | CHARITABLE | $2,500 |
| FLORIDA GRAND OPERA | |||||
| 8390 NW 25TH STREET | MIAMI | FL | 33122 | CHARITABLE | $5,000 |
| GIVE BACK FOR SPECIAL EQUESTRIANS | |||||
| 605 RIOMAR DRIVE | VERO BEACH | FL | 32963 | CHARITABLE | $1,500 |
| HIGH COUNTRY CHARITABLE FOUNDATION INC | |||||
| PO BOX 2376 | BANNER ELK | NC | 28604 | CHARITABLE | $5,000 |
| HORSE HELPERS | |||||
| 119 ODES WILSON ROAD | ZIONVILLE | NC | 28698 | CHARITABLE | $2,500 |
| JUNIOR ACHIEVEMENT | |||||
| 13490 NW 7TH AVE | MIAMI | FL | 33168 | CHARITABLE | $5,000 |
| JUNIOR LEAGUE OF MIAMI | |||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | CHARITABLE | $2,500 |
| MAKE-A-WISH FOUNDATION | |||||
| 4742 N 24TH STREET | PHOENIX | AZ | 85016 | CHARITABLE | $2,500 |
| MARINE CORPS SCHOLARSHIP FUND | |||||
| 909 N WASHINGTON STREET SUITE 400 | ALEXANDRIA | VA | 22314 | CHARITABLE | $5,000 |
| MIAMI CITY BALLET | |||||
| 2200 LIBERTY AVE | MIAMI | FL | 33139 | CHARITABLE | $5,000 |
| PARKINSON FOUNDATION | |||||
| 200 S BISCAYNE BLVD 7TH FLOOR | MIAMI | FL | 33131 | CHARITABLE | $250 |
| ST THOMAS EPISCOPAL PARISH | |||||
| 5692 N KENDALL DR | MIAMI | FL | 33156 | CHARITABLE | $15,000 |
| STEPHENS COLLEGE | |||||
| 1200 E BROADWAY | COLUMBIA | MO | 65215 | CHARITABLE | $10,000 |
| 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 | $237,000 |
| YELLOW RIBBON FUND | |||||
| 4905 DEL RAY AVENUE SUITE 500 | BETHESDA | MD | 20814 | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,730 | 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 | $380,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,003 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 ECWB PARTNERS LTS | 14 | -$63,710 |
| OTHER INCOME | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $409,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,763 | 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 |
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 |
|---|---|---|---|---|---|---|
| EARL W POWELL | ||||||
| 1 | 3225 AVIATION AVENUE STE 502 | MIAMI | FL | 33133 | $395,136 | Yes (X) |
| EARL W POWELL 2007 CHARITABLE REMAINDER ANNUITY TRUST | ||||||
| 2 | 3225 AVIATION AVENUE STE 502 | MIAMI | FL | 33133 | $6,196 | Yes (X) |
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 | $741,437 | EOYBookValueAmt |
| EOYFMV | $678,969 | 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 | $2,816,239 | EOYBookValueAmt |
| EOYFMV | $3,149,815 | 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 | $452,625 | $452,625 |
| INVESTMENT IN ECWB PARTNERS LTD. | FMV | $2,294,260 | $2,294,260 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS | $23,395 | $23,273 | $0 |
| UNREALIZED LOSSES | $106,858 | $106,858 | $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 | -$63,710 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$63,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$63,710 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADDITIONAL FUNDS | Desc |
| Amt | $218,964 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $19,181 | $0 | $0 |
| FOREIGN TAXES | $1,964 | $1,964 | $0 |
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