POWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- POWELL FAMILY FOUNDATION INC (EIN 65-0934241)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201703149349100340
- Schema version
- 2016v3.0
- 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
- 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 | 2017-11-10T12:00:40-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 550 SOUTH DIXIE HIGHWAY | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BAKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3058582200 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY R GERSON | PreparerPersonNm |
| PTIN | P01384634 | PTIN |
| Phone | 3058683600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.195.240.228 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 13:00:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D2F6DC513C99534F0616E125F1A3058A54CDD46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,614,809 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $436,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $730,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,956 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $557,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $514,675 | 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 | $9,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,973 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $997 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $446 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,701 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $353,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,555 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,001 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,481 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,812 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,812 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $844,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $908,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,287,567 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,420 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $338,614 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $337,177 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,841,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,915,252 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,915,252 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,883,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,236,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,614,809 | 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 | $2,883,723 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,236,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,883,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,236,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,883,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,236,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,883,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $353,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,236,739 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,236,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMG SOUTHERNSUN SMALL CAP | P | 2016-07-08 | 2016-10-11 | $50,674 | $50,006 | $668 | $668 |
| SANDALWOOD OPPTY FD I | P | 2016-06-16 | $6,084 | $7,101 | -$1,017 | -$1,017 | |
| SANDALWOOD OPPTY FD I | P | 2016-06-16 | $77,296 | $98,507 | -$21,211 | -$21,211 | |
| ARTISAN MID CAP VALUE FD INV | P | 2009-05-19 | 2016-10-11 | $16,855 | $11,413 | $5,442 | $5,442 |
| AGCO CORP | P | 2016-07-01 | $1,179 | $1,117 | $62 | $62 | |
| ADT CORP | P | 2016-05-02 | $1,680 | $1,280 | $400 | $400 | |
| CENTENE CORP | P | 2016-07-01 | $1,415 | $1,110 | $305 | $305 | |
| CHICAGO BRIDGE & IRON FADR | P | 2016-07-01 | $2,132 | $2,411 | -$279 | -$279 | |
| CLEAN HARBORS INC | P | 2016-07-01 | $1,306 | $1,171 | $135 | $135 | |
| DARLING INGREDIENTS | P | 2016-07-01 | $1,546 | $1,185 | $361 | $361 | |
| HANESBRANDS INC | P | 2016-07-01 | $1,775 | $1,941 | -$166 | -$166 | |
| INGEVITY CORPORATION | P | 2016-07-01 | $199 | $119 | $80 | $80 | |
| KNOWLES CORPORATION | P | 2016-07-01 | $2,467 | $2,869 | -$402 | -$402 | |
| MURPHY USA INC | P | 2016-07-01 | $2,243 | $1,540 | $703 | $703 | |
| NEWFIELD EXPLORATION | P | 2016-07-01 | $871 | $598 | $273 | $273 | |
| OGE ENERGY CP HLDG | P | 2016-01-06 | 2016-07-01 | $487 | $397 | $90 | $90 |
| POLARIS INDUSTRIES | P | 2016-07-01 | $5,520 | $5,930 | -$410 | -$410 | |
| TIMKEN COMPANY | P | 2016-07-01 | $1,546 | $1,531 | $15 | $15 | |
| TRINITY INDUSTRIES | P | 2016-07-01 | $3,715 | $4,513 | -$798 | -$798 | |
| WESTERN UNION CO | P | 2016-07-01 | $580 | $568 | $12 | $12 | |
| WESTROCK CO | P | 2016-07-01 | $1,370 | $1,057 | $313 | $313 | |
| AGCO CORP | P | 2016-07-01 | $6,169 | $5,050 | $1,119 | $1,119 | |
| ADT CORP | P | 2016-02-22 | $1,601 | $1,646 | -$45 | -$45 | |
| ADT CORP (MANDATORY MERGER) | P | 2016-05-02 | $6,930 | $5,657 | $1,273 | $1,273 | |
| BROADRIDGE FINL SOLU | P | 2016-07-01 | $6,781 | $2,743 | $4,038 | $4,038 | |
| CENTENE CORP | P | 2016-07-01 | $5,659 | $2,486 | $3,173 | $3,173 | |
| CHICAGO BRIDGE & IRON FADR | P | 2016-07-01 | $4,619 | $5,836 | -$1,217 | -$1,217 | |
| CLEAN HARBORS INC | P | 2016-07-01 | $7,874 | $8,395 | -$521 | -$521 | |
| DARLING INGREDIENTS | P | 2016-07-01 | $8,396 | $8,812 | -$416 | -$416 | |
| FLOWSERVE CORP | P | 2016-07-01 | $6,353 | $6,941 | -$588 | -$588 | |
| HANESBRANDS INC | P | 2016-07-01 | $4,945 | $2,585 | $2,360 | $2,360 | |
| IDEX CORP | P | 2016-07-01 | $6,562 | $2,637 | $3,925 | $3,925 | |
| INGEVITY CORPORATION | P | 2016-07-01 | $390 | $294 | $96 | $96 | |
| KNOWLES CORPORATION | P | 2016-07-01 | $2,604 | $3,748 | -$1,144 | -$1,144 | |
| MURPHY USA INC | P | 2016-07-01 | $3,739 | $2,561 | $1,178 | $1,178 | |
| NEWFIELD EXPLORATION | P | 2016-07-01 | $7,249 | $4,587 | $2,662 | $2,662 | |
| OGE ENERGY CP HLDG | P | 2016-07-01 | $7,412 | $6,971 | $441 | $441 | |
| PENTAIR PLC | P | 2016-07-01 | $4,697 | $3,574 | $1,123 | $1,123 | |
| POLARIS INDUSTRIES | P | 2016-07-01 | $2,038 | $1,450 | $588 | $588 | |
| THOR INDUSTRIES INC | P | 2016-07-01 | $5,863 | $3,243 | $2,620 | $2,620 | |
| TIMKEN COMPANY | P | 2016-07-01 | $4,928 | $5,885 | -$957 | -$957 | |
| TRINITY INDUSTRIES | P | 2016-07-01 | $2,000 | $2,731 | -$731 | -$731 | |
| WESTERN UNION CO | P | 2016-07-01 | $7,418 | $6,203 | $1,215 | $1,215 | |
| WESTROCK CO | P | 2016-07-01 | $3,463 | $3,328 | $135 | $135 | |
| TRIVEST PARTNERS GP K-1 | P | $387,763 | $387,763 | $387,763 | |||
| ECWB PARTNERS K-1 | P | $6,321 | $6,321 | $6,321 | |||
| ECWB PARTNERS K-1 | P | $1,818 | $1,818 | $1,818 | |||
| ECWB PARTNERS K-1 | P | $63 | -$63 | -$63 | |||
| CAPITAL GAINS DIVIDENDS | P | $36,214 | $36,214 | $36,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,956 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $155,236 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,322,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046721 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,291,318 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,108,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044138 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $116,732 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,940,626 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039696 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,096 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,012,364 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053146 | DistributionYr5Rt |
| Total Distribution | 0.230132 | TotalDistributionRt |
| Average Distribution | 0.046026 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,453,908 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $163,736 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $164,140 | 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 | $4,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,812 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,812 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,954 | 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 | ||||||||
| 550 SOUTH DIXIE HIGHWAY | MIAMI | FL | 33146 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTY POWELL | ||||||||
| 550 SOUTH DIXIE HIGHWAY | MIAMI | FL | 33146 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA BAKER | ||||||||
| 550 SOUTH DIXIE HIGHWAY | MIAMI | FL | 33146 | 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 | $3,316,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,506,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,506,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,453,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,766 | TotalTaxAmt |
| Distributable Before Adj | $167,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $167,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $164,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,766 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,374 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $162,481 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $162,481 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,659 | 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 | $166,270 | 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 |
|---|---|---|---|---|---|
| BASCOM PALMER EYE INSTITUTE | |||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | CHARITABLE | $25,000 |
| 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 | $13,093 |
| 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 |
| 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 |
| SALVATION ARMY | |||||
| PO BOX 269 | ALEXANDRIA | VA | 22314 | CHARITABLE | $5,000 |
| 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 | $200 |
| YPO INC | |||||
| 600 LAS COLINAS BLVD | IRVING | TX | 75039 | CHARITABLE | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | CHARITABLE | $250 |
| MAKE-A-WISH FOUNDATION | |||||
| 4742 N 24TH STREET | PHOENIX | AZ | 85016 | CHARITABLE | $10,000 |
| JUNIOR LEAGUE OF MIAMI | |||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | CHARITABLE | $2,000 |
| BREAKTHROUGH MIAMI | |||||
| 3250 SW 3RD AVENUE 6TH FLOOR | MIAMI | FL | 33129 | CHARITABLE | $25,000 |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | |||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | CHARITABLE | $1,500 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | |||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | CHARITABLE | $20,000 |
| ARMED FORCES SERVICE CENTER INC | |||||
| 4300 GLUMACK DRIVE B22 | ST PAUL | MN | 55111 | CHARITABLE | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | CHARITABLE | $500 |
| AMERICAN CANCER SOCIETY | |||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,143 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,928 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,791 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,270 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $436,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $557,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,945 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,970 | Amt |
| Net Investment Income | $8,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $997 | 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 | $338,614 | EOYBookValueAmt |
| EOYFMV | $337,177 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #8052 - EQUITIES | $908,057 | $1,287,567 |
| SCHWAB #9085 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN ECWB PARTNERS LTD. | FMV | $1,915,214 | $1,915,214 |
| INVESTMENT IN TRIVEST PARTNERS GP | FMV | $38 | $38 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS | $2,795 | $2,795 | $0 |
| FILING FEES | $61 | $61 | $0 |
| MISCELLANEOUS EXPENSE | $147 | $147 | $0 |
| ECWB INVESTMENT LOSS | $25,688 | $25,688 | $0 |
| POSTAGE | $10 | $10 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN-LOSS | Desc |
| Revenue And Expenses Per Books | $43,270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,270 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,669 | $0 | $0 |
| FOREIGN TAXES | $446 | $446 | $0 |
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