POWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- POWELL FAMILY FOUNDATION INC (EIN 65-0934241)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349102226
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T16:47:09-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-13 | 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 | 66.89.154.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 17:46:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 79D715CF09C2385C4A1C0563404CA932CDDB42B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 308255C7197A82DBB998B0438C51D859B64ACEB9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,844,336 | 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 | $1,943,603 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $115,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $836,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,048,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $836,124 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,839 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,633 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,926,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $942,294 | 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 |
| Accounting Fees Rev And Expnss | $5,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,063 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $562 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $447 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $447 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,294 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,326 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,716,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $910,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,101 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,812 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $908,057 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,541,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,463,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $338,614 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $718,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $688,317 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,915,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,547,747 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,547,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,236,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,953,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,844,336 | 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 | $3,236,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,953,689 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,236,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,953,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,236,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,953,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,236,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,716,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,953,689 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,953,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 83.68 AMG YACKTMAN FD I | P | 2017-01-20 | $34,975 | $26,042 | $8,933 | $8,933 |
| 1054.85 ARTISAN MID CAP FUND | P | 2017-08-01 | $45,000 | $39,968 | $5,032 | $5,032 |
| .66 BRIT AMER TOBACO | P | 2017-07-26 | $45 | $46 | -$1 | -$1 |
| .73 DOWPOINT INC | P | 2017-09-05 | $48 | $19 | $29 | $29 |
| .6 FRONTIER COMM CO | P | 2017-07-11 | $8 | $54 | -$46 | -$46 |
| 645.809 HARBOR INTERNATIONAL | P | 2017-08-01 | $44,975 | $34,660 | $10,315 | $10,315 |
| 50 ISHARES IBOXX HIGH YIELD | P | 2017-04-06 | $4,363 | $3,804 | $559 | $559 |
| 136ISHARES IBOXX HIGH YIELD | P | 2017-04-24 | $11,956 | $10,346 | $1,610 | $1,610 |
| 385 ISHARES IBOXX HIGH YIELD | P | 2017-05-01 | $33,778 | $33,316 | $462 | $462 |
| .6642 ISHARES IBOXX HIGH YIELD | P | 2017-05-01 | $58 | $59 | -$1 | -$1 |
| 910 REYNOLDS AMERICAN | P | 2017-07-25 | $59,938 | $16,090 | $43,848 | $43,848 |
| 1329.54 RIDGEWORTH SIEIX CORE BD | P | 2017-02-01 | $14,000 | $14,665 | -$665 | -$665 |
| 4401.41 TOUCHSTONE SANDS CAPITAL | P | 2017-08-01 | $74,975 | $26,957 | $48,018 | $48,018 |
| 200 VANGUARD FTSE EMERGING | P | 2017-04-06 | $7,984 | $6,303 | $1,681 | $1,681 |
| FR K-1 TRIVEST PARTNERS GP, LLC | P | $524,662 | $524,662 | $524,662 | ||
| FR K-1 ECWB PARTNERS, LTD | P | $58,722 | $58,722 | $58,722 | ||
| FR K-1 ECWB PARTNERS, LTD | P | $3,646 | $3,646 | $3,646 | ||
| FR K-1 CEF TOTAL RETURN OPPORTUNITY FUND, LP | P | $211 | -$211 | -$211 | ||
| FR K-1 CEF TOTAL RETURN OPPORTUNITY FUND, LP | P | $2,724 | $2,724 | $2,724 | ||
| CAPITAL GAINS DIVIDENDS | P | $126,807 | $126,807 | $126,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $836,124 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $159,374 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,453,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046143 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,236 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,322,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046721 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,819 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,291,318 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046431 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,198 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,108,358 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,732 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,940,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039696 | DistributionYr5Rt |
| Total Distribution | 0.223129 | TotalDistributionRt |
| Average Distribution | 0.044626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,152,062 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $229,916 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $173,127 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $148 | EsPenaltyAmt |
| Tax Due | $13,351 | 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 | LINDA BAKER | IndividualWithBooksNm |
| Phone | 3058582200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH DIXIE HIGHWAY | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 |
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 | $2,970,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,143,837 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,230,520 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,230,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,152,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,203 | TotalTaxAmt |
| Distributable Before Adj | $239,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $239,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $239,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,127 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $173,127 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $173,127 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $166,270 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,127 | QualifyingDistributionsAmt |
| Applied To Year1 | $166,270 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,857 | 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 | $232,543 | 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 | 5050 SOUTH DIXIE HWY | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||
| PO BOX 37839 | BOONE | IA | 500370839 | CHARITABLE | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | CHARITABLE | $1,000 |
| OLD GUARD SOCIETY INC | |||||
| PO BOX 509 | PALM BEACH | FL | 33480 | CHARITABLE | $5,000 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | |||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | CHARITABLE | $20,000 |
| BASCOM PALMER EYE INSTITUTE | |||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | CHARITABLE | $25,000 |
| 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 | $10,000 |
| FRIENDS | |||||
| 19801 SHERIDAN ST | FORT LAUDERDALE | FL | 33332 | CHARITABLE | $2,000 |
| FLORIDA GRAND OPERA | |||||
| 8390 NW 25TH STREET | MIAMI | FL | 33122 | CHARITABLE | $5,000 |
| GATOR BOOSTERS INC | |||||
| PO BOX 13796 | GAINESVILLE | FL | 32604 | CHARITABLE | $12,865 |
| HIGH COUNTRY CHARITABLE FOUNDATION INC | |||||
| PO BOX 2376 | BANNER ELK | NC | 28604 | CHARITABLE | $6,000 |
| 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 | $1,200 |
| MAKE-A-WISH FOUNDATION | |||||
| 4742 N 24TH STREET | PHOENIX | AZ | 85016 | CHARITABLE | $2,000 |
| 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 | $30,000 |
| SALVATION ARMY | |||||
| PO BOX 269 | ALEXANDRIA | VA | 22314 | CHARITABLE | $5,000 |
| SUSAN G KOMEN | |||||
| 1333 S UNIVERSITY DRIVE SUITE 204 | PLANTATION | FL | 33324 | CHARITABLE | $1,500 |
| 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 |
| THE CROSSNORE SCHOOL | |||||
| 100 D A R DR | CROSSNORE | NC | 28616 | CHARITABLE | $2,500 |
| WATAUGA COUNTY RESCUE SQUAD | |||||
| 200 QUAIL STREET | BOONE | NC | 28607 | CHARITABLE | $1,000 |
| YPO INC | |||||
| 600 LAS COLINAS BLVD | IRVING | TX | 75039 | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,565 | 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 | $115,407 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $836,124 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 ECWB PARTNERS LTS | 14 | -$7,717 |
| OTHER INCOME | 14 | $84 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $983,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $983,370 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARL W POWELL 2007 CHARITABLE REMAINDER ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 AVIATION AVENUE STE 502 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,943,603 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES AND PUBLICLY TRADED PARTNERSHIP | NoncashPropertyDesc |
| Fair Market Value | $1,943,603 | FairMarketValueAmt |
| Received | 2017-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,625 | Amt |
| Net Investment Income | $5,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $562 | DisbursementsCharitablePrpsAmt |
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 | $718,886 | EOYBookValueAmt |
| EOYFMV | $688,317 | 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 | $2,541,955 | EOYBookValueAmt |
| EOYFMV | $3,463,171 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND AND OTHER INCOME RECEIVABLE | FMV | $45,748 | $45,748 |
| INVESTMENT IN CEF TOTAL RETURN FUND | FMV | $489,982 | $489,982 |
| INVESTMENT IN ECWB PARTNERS LTD. | FMV | $2,012,017 | $2,012,017 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $25,326 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UNREALIZED GAIN-LOSS | $39,472 | $0 | $39,472 |
| K-1 ECWB PARTNERS LTS | -$7,717 | -$7,717 | -$7,717 |
| OTHER INCOME | $84 | $84 | $84 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,766 | $0 | $0 |
| FOREIGN TAXES | $1,294 | $1,294 | $0 |
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