2019-05-01T09:44:45-07:00 2018-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2018-01-01 746104592 The Powell Foundation POWE 7135237557 2001 Kirby Drive Houston TX 77019 Katherine Osborne Valdez President 2019-05-01 true Jody Blazek P00072674 7134395739 2018 2019-02-21 02:37:17Z X X 206857206 X X 5058205 5058205 2936926 12081263 2936926 7995131 7995131 75250 9030 66220 412062 20603 392179 98319 5424 93238 6576 6576 8038 3102 4936 367146 366246 900 249554 175592 37500 1875 42920 36400 1764 34580 39972 15301 31171 1330817 598937 672720 7711294 7911294 9042111 598937 8584014 -1046980 7396194 988783 1455275 1455275 1572622 244443 244443 66027 40307 66027 66027 310 3784788 3636548 3636548 217126656 193645412 193645412 8138404 7809501 7809501 231651870 206857206 206857206 22211 1 400000 200000 422211 200001 X 231229659 206657205 231229659 206657205 231651870 206857206 231229659 -1046980 230182679 23525474 206657205 Publicly traded securities 12081263 9144337 2936926 2936926 2936926 false 6837633 194158987 0.03522 1901852 138733720 0.01371 1489444 31093968 0.04790 1363062 30660751 0.04446 1220731 27517329 0.04436 0.185645 0.037129 225842192 8385295 73962 8459257 8584014 X 73962 73962 73962 117000 117000 X 43038 43038 false false false false false false false false true true TX true false false false false true www.powellfoundation.org Caroline Sabin 7135237557 2001 Kirby Drive 1011 Houston TX 77019 false false false false true false false false false false false false false false false false false false false false false false false false false false false Katherine Osborne Valdez 2001 Kirby Drive 1011 Houston TX 77019 President/Dir 20.00 75250 1505 Ben H Powell V 2001 Kirby Drive 1011 Houston TX 77019 VP/Treas/Dir 3.00 0 Albert S Tabor 2001 Kirby Drive 1011 Houston TX 77019 VP/Sec/Dir 3.00 0 Harvin C Moore IV 2001 Kirby Drive 1011 Houston TX 77019 Treasurer/Dir 2.00 0 Charles F Caldwell 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 Marian M Casey 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 Marian P Harrison 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 Katherine P Hill 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 Molly N Kidd 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 Nancy Powell Moore 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 Ben H Powell VI 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 Jan L Redford 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 Caroline J Sabin 2001 Kirby Drive 1011 Houston TX 77019 Executive Director 40.00 174000 26278 Nicole T Ellis 2001 Kirby Drive 1011 Houston TX 77019 Prgm Officer 40.00 98584 13770 Crystal M Ross 2001 Kirby Drive 1011 Houston TX 77019 Grant Admin 40.00 59155 9663 Chris Ehlinger 2001 Kirby Drive 1011 Houston TX 77019 Controller 40.00 55533 11312 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment mgmt 366246 226938020 2343393 0 229281413 0 229281413 3439221 225842192 11292110 11292110 73962 73962 11218148 11218148 11218148 8584014 8584014 73962 8510052 11218148 8191539 8584014 8191539 0 392475 10825673 The Powell Foundation 2001 Kirby Drive 1011 Houston TX 77019 7135237557 csabin@powellfoundation.org See attachment as well as the Foundation's website (www.powellfoundation.org) for application and guidelines. None See attachment and website. See attachment State and zip code for efiling purposes TX 77019 See attachment 7911294 7911294 Communities in Schools of Houston I 1235 North Loop West Houston TX 77008 N/A PC General support 150000 University of Houston 4800 Calhoun Rd Houston TX 77004 N/A GOV General support forthe College ofEducation 50000 200000 14 5058205 18 2936926 7995131 7995131 false false false false false false false false false false Bookkeeping 2038 102 0 1936 Tax compliance 6000 3000 0 3000 500,000 Altria Group Inc 2.85 08/09/2022 479990 479990 500,000 American Express 2.65 12/02/2022 483700 483700 500,000 Anheuser-Busch 3.3 02/01/2023 486175 486175 500,000 AT&T Inc 3 06/30/2022 487625 487625 500,000 Bank Of America 3.5 04/19/2026 481170 481170 500,000 Enterprise Prod 3.95 02/15/2027 497795 497795 500,000 Gilead Sciences 3.25 09/01/2022 498825 498825 500,000 Goldman Sachs 2.625 04/25/2021 486980 486980 100,000 Goldman Sachs 3.75 05/22/2025 95677 95677 500,000 Home Depot Inc 2.625 06/01/2022 494755 494755 500,000 JPMorgan Chase 3.25 09/23/2022 496030 496030 450,000 McDonald's Corp 3.5 03/01/2027 437045 437045 500,000 Morgan Stanley 3.625 01/20/2027 475200 475200 500,000 Pepsico Inc 2.375 10/06/2026 459025 459025 500,000 Philip Morris Intl 2.75 02/25/20 462165 462165 500,000 Verizon Comm 4.125 03/16/2027 500384 500384 500,000 Wells Fargo 3.069 01/24/2023 486960 486960 30,400 Abbott Laboratories 2198832 2198832 56,140 Abbvie Inc 5175547 5175547 13,000 Air Products & Chemicals Inc 2080650 2080650 5,350 Alphabet Inc Cl C 5540514 5540514 31,400 Altria Group Inc 1550846 1550846 970 Amazon.com Inc 1456911 1456911 43,100 American Express Co 4108292 4108292 19,810 Anheuser-Busch Inbev 1303696 1303696 31,300 Apple Inc 4937262 4937262 5,000 ASML Holding 778100 778100 10,415 Automatic Data Processing 1365615 1365615 5,700 Blackrock Inc 2239074 2239074 6,650 Canadian Pacific Railway Ltd 1181173 1181173 25,300 Chevron Corp 2752387 2752387 24,100 Chubb Ltd 3113238 3113238 118,870 Comcast Corp Cl A 4047524 4047524 46,700 Conocophillips 2911745 2911745 5,900 Constellation Brands Inc Cl A 948838 948838 30,100 Estee Lauder Companies Cl A 3916010 3916010 33,260 Exxon Mobil Corp 2267999 2267999 34,700 Facebook Inc Cl A 4548823 4548823 2,550 Home Depot Inc 438141 438141 36,900 Infineon Technologies 732502 732502 24,600 Intercontinental Exchange 1853118 1853118 2,800 Intuitive Surgical Inc 1340976 1340976 40,300 JPMorgan Chase & Co 3934086 3934086 41,701 Kinder Morgan Inc 641361 641361 11,400 Linde Plc 1778856 1778856 7,500 McDonald's Corp 1331775 1331775 67,010 Microsoft Corp 6806206 6806206 34,307 Mondelez International Inc Cl A 1373309 1373309 64,250 Nestle Sa Spons Adr 5201038 5201038 23,180 Nike Inc Cl B 1718565 1718565 47,600 Novo-Nordisk A/S 2192932 2192932 16,400 Pepsico Inc 1811872 1811872 63,800 Philip Morris International 4259288 4259288 5,000 Phillips 66 430750 430750 59,500 Roche Holdings Ltd 1836349 1836349 9,400 S&P Global Inc 1597436 1597436 27,400 State Street Corp 1728118 1728118 57,150 Texas Instruments Inc 5400675 5400675 65,080 The Coca-Cola Co 3081538 3081538 1,800 The Sherwin-Williams Co 708228 708228 13,500 The Walt Disney Co 1480275 1480275 31,000 Total SA Spon Adr 1617580 1617580 16,500 Twenty-First Century Fox Cl A 793980 793980 3,400 Twenty-First Century Fox Cl B 162452 162452 24,900 Union Pacific Corp 3441927 3441927 18,450 United Technologies Corp 1964556 1964556 13,970 Unitedhealth Group Inc 3480206 3480206 689,638 Vanguard Mid-Cap Index Fund 26054534 26054534 361,726 Vanguard Total Int Stock Index F 36700718 36700718 14,450 Verisk Analytics Inc 1575628 1575628 42,310 Visa Inc Cl A 5582381 5582381 12,720 Walmart Inc 1184868 1184868 21,400 Wells Fargo & Co 986112 986112 3636548 3636548 General governance and counsel 6576 0 0 6576 Unrealized decline in value of investments 23525474 Bank charges and custody fees 14389 14389 Dues and subscriptions 850 850 Insurance 3031 152 2879 Office expense 6603 330 6273 Payroll processing fees 4689 234 4455 Software expense 6500 13000 Technology expenses 395 20 375 Telephone 3515 176 3339 Executive coaching 900 0 0 900 Investment management and counsel 366246 366246 0 0 Excise tax 73962 Foreign tax 175592 175592