2018-05-10T12:42:10-07:00 2017-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2017-01-01 746104592 The Powell Foundation POWE 7135237557 2121 San Felipe Houston TX 77019 Katherine Osborne Valdez President 2018-05-10 true Jody Blazek P00072674 7134395739 X 2017 2022-09-23 18:48:47Z X 231651870 X 30805170 4677208 4677208 319374 6507984 319374 35801752 4996582 37625 4515 33110 309128 15457 293671 80997 4050 76947 25290 1265 24025 36158 9467 26691 271642 265407 6235 146982 54040 33360 1668 31692 27042 1758 25284 26947 3826 23121 995171 361453 540776 5011857 6296857 6007028 361453 6837633 29794724 4635129 520764 988783 988783 5926139 1572622 1572622 40307 20049 40307 40307 310 310 310 3517992 3784788 3784788 152678527 217126656 217126656 3595583 8138404 8138404 166259364 231651870 231651870 378 22211 1685000 400000 1685378 422211 X 164573986 231229659 164573986 231229659 166259364 231651870 164573986 29794724 36860949 231229659 231229659 Publicly traded securities 6507385 6188610 318775 318775 Settlement proceeds 599 599 599 319374 false 1901852 138733720 0.01371 1489444 31093968 0.04790 1363062 30660751 0.04446 1220731 27517329 0.04436 1099530 24606927 0.04468 0.195112 0.039022 194158987 7576472 46351 7622823 6837633 92703 92703 92703 71000 71000 X 129 21832 false false false false true false false false true true TX true false false false false true www.powellfoundation.org Caroline Sabin 7135237557 2121 San Felipe Suite 110 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 Katherine Osborne Valdez 2121 San Felipe Ste 110 Houston TX 77019 President/Dir 10.00 37625 Ben H Powell V 2121 San Felipe Ste 110 Houston TX 77019 VP/Asst Tr/Dir 2.00 0 Albert S Tabor 2121 San Felipe Ste 110 Houston TX 77019 VP/Sec/Dir 4.00 0 Harvin C Moore IV 2121 San Felipe Ste 110 Houston TX 77019 Treasurer/Dir 2.00 0 Charles F Caldwell 2121 San Felipe Ste 110 Houston TX 77019 Director 3.00 0 Marian P Harrison 2121 San Felipe Ste 110 Houston TX 77019 Director 1.00 0 Katherine P Hill 2121 San Felipe Ste 110 Houston TX 77019 Director 1.00 0 Molly N Kidd 2121 San Felipe Ste 110 Houston TX 77019 Director 1.00 0 Nancy Powell Moore 2121 San Felipe Ste 110 Houston TX 77019 Director 2.00 0 Jan L Redford 2121 San Felipe Ste 110 Houston TX 77019 Director 3.00 0 Caroline J Sabin 2121 San Felipe Ste 110 Houston TX 77019 Executive Director 40.00 165317 23384 Nicole T Ellis 2121 San Felipe Ste 110 Houston TX 77019 Prgm Officer 40.00 95712 12915 Crystal M Ross 2121 San Felipe Ste 110 Houston TX 77019 Grant Admin 40.00 56588 10912 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment mgmt 265079 193747815 3367908 0 197115723 0 197115723 2956736 194158987 9707949 9707949 92703 92703 9615246 9615246 9615246 6837633 6837633 6837633 9615246 5413926 6837633 5413926 0 1423707 8191539 The Powell Foundation 2121 San Felipe Suite 110 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 6296857 6296857 14 4677208 18 319374 4996582 4996582 false false false false false false false false false false X X 1 Kitty King Powell Estate 1331 Lamar Street Ste 1256 Houston TX 77010 30805170 X 1 Publicly traded securities 30805170 Bookkeeping 19138 957 0 18181 Tax compliance 17020 8510 0 8510 500,000 Altria Group 285 08/09/2022 503215 503215 500,000 American Express 265 12/02/2022 496452 496452 500,000 Anheuser-Busch 33 02/01/2023 511576 511576 500,000 AT&T Inc 3 06/30/2022 500826 500826 500,000 Bank of America 35 04/19/2026 511067 511067 500,000 Enterprise Prod 395 02/15/2027 519540 519540 500,000 Gilead Sciences 325 09/01/2022 514545 514545 500,000 Goldman Sachs 2625 04/25/2021 499604 499604 100,000 Goldman Sachs 375 05/22/2025 103001 103001 500,000 Home Depot 2625 06/01/2022 502728 502728 500,000 JPMorgan Chase 325 09/23/2022 511858 511858 450,000 McDonalds Corp 35 03/01/2027 462662 462662 500,000 Morgan Stanley 3625 01/20/2027 511583 511583 500,000 Pepsico Inc 2375 10/06/2026 475362 475362 500,000 Philip Morris Intl 275 02/25/26 489482 489482 500,000 Verizon Comm 4125 03/16/2027 521209 521209 500,000 Wells Fargo 3069 01/24/2023 503694 503694 30,400 shs Abbott Laboratories 1734928 1734928 56,140 shs Abbvie Inc 5429299 5429299 13,000 shs Air Products & Chemicals Inc 2133040 2133040 5,350 shs Alphabet Inc 5598240 5598240 31,400 shs Altria Group Inc 2242274 2242274 43,100 shs American Express Co 4280261 4280261 19,810 shs Anheuser-Busch Inbev 2210004 2210004 31,300 shs Apple Inc 5296899 5296899 5,000 shs ASML Holding NV 869100 869100 10,415 shs Automatic Data Processing 1220534 1220534 5,700 shs Blackrock Inc 2928147 2928147 6,650 shs Canadian Pacific Railway Ltd 1215354 1215354 25,300 shs Chevron Corp 3167307 3167307 21,600 shs Chubb Ltd 3156408 3156408 116,000 shs Comcast Corp 4645800 4645800 46,700 shs Conocophillips 2563363 2563363 5,900 shs Constellation Brands Inc 1348563 1348563 30,100 shs Estee Lauder Companies 3829924 3829924 33,260 shs Exxon Mobil Corp 2781866 2781866 32,700 shs Facebook Inc 5770242 5770242 2,550 shs Home Depot Inc 483302 483302 37,000 shs Intercontinental Exchange In 2610720 2610720 40,300 shs JPMorgan Chase & Co 4309682 4309682 41,701 shs Kinder Morgan Inc 753537 753537 7,500 shs McDonalds Corp 1290900 1290900 15,730 shs Merck & Co Inc 885127 885127 67,010 shs Microsoft Corp 5732035 5732035 34,307 shs Mondelez International Inc 1468340 1468340 71,250 shs Nestle SA 6125363 6125363 27,780 shs Nike Inc 1737639 1737639 18,200 shs Novartis AG 1528072 1528072 47,600 shs Novo-Nordisk A/S 2554692 2554692 20,700 shs Oracle Corp 978696 978696 16,400 shs Pepsico Inc 1966688 1966688 63,800 shs Philip Morris International 6740470 6740470 5,000 shs Phillips 505750 505750 11,400 shs Praxair Inc 1763352 1763352 59,500 shs Roche Holdings Ltd 1879010 1879010 9,400 shs S&P Global Inc 1592360 1592360 26,300 shs State Street Corp 2567143 2567143 11,200 shs Target Corp 730800 730800 57,150 shs Texas Instruments Inc 5968746 5968746 65,080 shs The Coca-Cola Co 2985870 2985870 5,590 shs The Procter & Gamble Co 513609 513609 20,900 shs The Walt Disney Co 2246959 2246959 31,000 shs Total SA 1713680 1713680 16,500 shs Twenty-First Century Fox 569745 569745 3,400 shs Twenty-First Century Fox 116008 116008 24,900 shs Union Pacific Corp 3339090 3339090 18,450 shs United Technologies Corp 2353667 2353667 13,970 shs UnitedHealth Group Inc 3079826 3079826 689,638 shs Vanguard Mid-Cap Idx Fd 29185491 29185491 361,726 shs Vanguard Tot Intl Stock Ix 44141422 44141422 42,310 shs Visa Inc 4824186 4824186 24,900 shs Walgreens Boots Alliance Inc 1808238 1808238 17,720 shs Wal-Mart Stores Inc 1749850 1749850 31,400 shs Wells Fargo & Co 1905038 1905038 3784788 3784788 General governance & counsel 25290 1265 0 24025 Bank charges 2679 2679 Dues and subscriptions 1331 1331 Insurance 2985 149 2836 Office expense 9489 474 9015 Payroll processing fees 5358 268 5090 Technology expenses 784 40 744 Telephone 4321 216 4105 Unrealized appreciation in value of investments 36860949 Executive coaching 6563 328 0 6235 Investment counseling and fees 265079 265079 0 0 Excise tax 92942 Foreign tax 54040 54040