POWDERMAKER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- POWDERMAKER FAMILY FOUNDATION (EIN 20-8366895)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201701309349100535
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T09:14:53-00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathy Hazard CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2137 Stradivarius Ln | AddressLine1Txt |
| City | Carrollton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75007 | 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 | 208366895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Powdermaker Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWD | BusinessNameControlTxt |
| Phone | 2143280015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9247 Forest Hills Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752183632 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jill Powdermaker | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2143280015 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kathy Hazard | PreparerPersonNm |
| Phone | 9724922301 | PhoneNum |
| Preparation | 2017-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.184.53.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 14:10:29 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 088EFE1807FCA846E77FA9191A1BD1A49C90176E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 088EFE1807FCA846E77FA9191A1BD1A49C90176E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $183,655 | 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 | $32,976 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $82 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,225 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,225 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,307 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,307 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $99 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $99 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $275 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $457 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $457 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $552 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,608 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,307 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,307 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,509 | CashBOYAmt |
| Cash EOYFMV | $49,976 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,599 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $78,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,668 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,205 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $793 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $687 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $412 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $412 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $196,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $183,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $196,124 | UnrestrictedBOYAmt |
| Unrestricted EOY | $183,655 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $196,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,853 | ExcessRevenueOverExpensesAmt |
| Subtotal | $185,271 | SubtotalAmt |
| Other Decreases | $1,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9755 Dreyfus Strategic Muni Bd Fd | P | 2014-10-10 | 2016-05-19 | $81,701 | $78,723 | $2,978 | $2,978 |
| 4000 Dreyfus Strategic Muni Bd Fd | P | 2016-09-28 | 2016-11-29 | $31,649 | $36,880 | -$5,231 | -$5,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,253 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,231 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $182,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.236384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $201,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.314310 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,371 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $202,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.258407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,555 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $171,516 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.341397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,059 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $117,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.712383 | DistributionYr5Rt |
| Total Distribution | 001.862881 | TotalDistributionRt |
| Average Distribution | 000.372576 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $180,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,608 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $66 | SubtotalAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $66 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.powdermaker.org | WebsiteAddressTxt |
| Individual With Books | Jill Powdermaker | IndividualWithBooksNm |
| Phone | 2146736109 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9247 Forest Hills Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Alan Powdermaker | ||||||
| 5901 Cross Timbers Road | Flower Mound | TX | 75022 | President | 005.00 | $0 |
| Jill Powdermaker | ||||||
| 9247 Forest Hills | Dallas | TX | 75218 | VP / Treas | 008.00 | $0 |
| Karin Powdermaker | ||||||
| 5811 Sandalwood Hollow | Austin | TX | 78731 | VP / Sec | 005.00 | $0 |
| Daniel Byrd | ||||||
| 9247 Forest Hills | Dallas | TX | 75218 | Director | 005.00 | $0 |
| Barry Lewis | ||||||
| 3132 Pecan Crossing | Mesquite | TX | 75181 | Director | 002.00 | $0 |
| David Powdermaker | ||||||
| 4401 Pierre Ln | Flower Mound | TX | 75022 | Director | 002.00 | $0 |
| Sonia White | ||||||
| 1421 Nantucket Dr | Richardson | TX | 75080 | Director | 002.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The foundation provides financial support to further the education of qualified, motivated individuals who might not otherwise have the opportunity for higher education. In calendar 2016, the foundation provided support for twenty-one college students through educational scholarships. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $412 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $183,245 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $183,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66 | TotalTaxAmt |
| Distributable Before Adj | $8,959 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,959 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,608 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,608 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,608 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,959 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $78,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,050 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,290 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $258,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,608 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $293,666 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $78,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $215,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,050 | ExcessFromYear4Amt |
| Excess From Year3 | $42,313 | ExcessFromYear3Amt |
| Excess From Year2 | $53,290 | ExcessFromYear2Amt |
| Excess From Year1 | $34,169 | ExcessFromYear1Amt |
| Excess From Current Year | $35,649 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,307 | CurrentYearAmt |
| Year1 | $4,970 | Year1Amt |
| Year2 | $3,125 | Year2Amt |
| Year3 | $3,689 | Year3Amt |
| Total | $15,091 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,811 | CurrentYearAmt |
| Year1 | $4,225 | Year1Amt |
| Year2 | $2,656 | Year2Amt |
| Year3 | $3,136 | Year3Amt |
| Total | $12,828 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $44,608 | CurrentYearAmt |
| Year1 | $43,210 | Year1Amt |
| Year2 | $63,296 | Year2Amt |
| Year3 | $52,371 | Year3Amt |
| Total | $203,485 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $44,608 | CurrentYearAmt |
| Year1 | $43,210 | Year1Amt |
| Year2 | $63,296 | Year2Amt |
| Year3 | $52,371 | Year3Amt |
| Total | $203,485 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,017 | CurrentYearAmt |
| Year1 | $6,093 | Year1Amt |
| Year2 | $6,713 | Year2Amt |
| Year3 | $6,755 | Year3Amt |
| Total | $25,578 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alan Powdermaker | ContributingManagerNm |
| Contributing Manager | Jill Powdermaker | ContributingManagerNm |
| Contributing Manager | Karin Powdermaker | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel Byrd | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 181684 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8174309060 | RecipientPhoneNum |
| Form And Info And Materials | Applications are available through guidance counselors or upon request to the Foundations PO Box shown above. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Application submission by March 15 for Summer and Fall enrollment September 15 for Winter enrollment | SubmissionDeadlinesTxt |
| Restrictions On Awards | 3.0 GPA, extracurricular community activities, demonstration of need, legal US residents, plan to attend college or vocational school | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ahmad Fatima | |||||||
| 5910 Duck Creek Dr Apt 8 | Garland | TX | 75043 | None | I | College Tuition | $2,000 |
| Anderson Akhrysta | |||||||
| PO Box 742194 | Dallas | TX | 75374 | None | I | College Tuition | $2,000 |
| Anwesh Kafley | |||||||
| 7317 Holly Hill Dr Apt 1137 | Dallas | TX | 75231 | None | I | College Tuition | $2,000 |
| Elizalde Harber | |||||||
| 537 Hatton St | Dallas | TX | 75203 | None | I | College Tuition | $2,000 |
| Estrada Ana | |||||||
| 4060 Old Glory Dr | Dallas | TX | 75237 | None | I | College Tuition | $2,000 |
| Estrada Luis | |||||||
| 2224 Coopers Hawk Ct | Grand Prairie | TX | 75052 | None | I | College Tuition | $2,000 |
| Fierro Karla | |||||||
| 4205 Clark College Dr | Dallas | TX | 75241 | None | I | College Tuition | $2,000 |
| Finstein Kayla | |||||||
| 10851 Colbert Way | Dallas | TX | 75218 | None | I | College Tuition | $2,000 |
| Kadariya Jamuna | |||||||
| 8620 Park Lane Apt 1902 | Dallas | TX | 75231 | None | I | College Tuition | $1,500 |
| Karki Bhupendra | |||||||
| 9655 Chimney Hill Ln Apt 2042 | Dallas | TX | 75243 | None | I | College Tuition | $2,000 |
| Macias Cassandra | |||||||
| 2840 Prairie Creek Rd | Dallas | TX | 75227 | None | I | College Tuition | $2,000 |
| Martinez Daisy | |||||||
| 1626 Arlington Dr | Irving | TX | 75061 | None | I | College Tuition | $2,000 |
| Nguyen Kendy | |||||||
| 4637 Afton St | Dallas | TX | 75219 | None | I | College Tuition | $2,000 |
| Rodriguez Rocio | |||||||
| 3339 Lombardy Ln Apt 830 | Dallas | TX | 75220 | None | I | College Tuition | $2,000 |
| Sang Khua Tin | |||||||
| 8565 Park Lane Apt 1508 | Dallas | TX | 75231 | None | I | College Tuition | $2,000 |
| Santillan Liliana | |||||||
| 3818 Stateoak Dr | Dallas | TX | 75241 | None | I | College Tuition | $2,000 |
| Sarmila Khatiwoda | |||||||
| 8620 Park Lane | Dallas | TX | 75231 | None | I | College Tuition | $2,000 |
| Silva Ismael | |||||||
| 3535 Texas Dr | Dallas | TX | 75211 | None | I | College Tuition | $2,000 |
| Toweh Levi | |||||||
| 7225 Fair Oaks Ave Apt 614 | Dallas | TX | 75231 | None | I | College Tuition | $2,000 |
| Umesh Bhandari | |||||||
| 6161 Pineland Dr Apt 1014 | Dallas | TX | 75231 | None | I | College Tuition | $2,000 |
| Yoga Karki | |||||||
| 5329 Stillwater Dr | Ft Worth | TX | 76137 | None | I | College Tuition | $2,000 |
| Dallas Police Department | |||||||
| 1400 S Lamar St | Dallas | TX | 75215 | None | GOV | Community Involvement | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,054 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Alan L Powdermaker | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9247 Forest Hills Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | Organization Costs | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2007-02-07 | AcquiredCompletedOrExpendedDt |
| Amortized | $750 | AmortizedAmt |
| Deduction For Prior Years | $750 | DeductionForPriorYearsAmt |
| Amortization Period | 0000000060.000000000000 | AmortizationPeriodRt |
| Total Amortization | $750 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Computer | PropertyDesc |
| Acquired | 2014-10-29 | AcquiredDt |
| Cost Or Other Basis | $1,206 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $518 | PriorYearDepreciationAmt |
| Computation Method | MACRS | ComputationMethodTxt |
| Life | 0000000005.000000000000 | LifeRt |
| Current Year Expense | $275 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 9755 Dreyfus Strategic Muni Bd Fd | 2014-10 | P | 2016-05 | $81,701 | $78,723 | $2,978 |
| 4000 Dreyfus Strategic Muni Bd Fd | 2016-09 | P | 2016-11 | $31,649 | $36,880 | -$5,231 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3000 shares of MFS Charter Income Trust SBI | $26,347 | $25,560 |
| 550 shares of SPDR Bloomberg Barclays ETF | $25,936 | $25,108 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer | CategoryOrItemTxt |
| Cost Or Other Basis | $1,205 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $793 | AccumulatedDepreciationAmt |
| Book Value | $412 | BookValueAmt |
| EOYFMV | $412 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss on securities | Desc |
| Amt | $1,616 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Supplies and postage | $130 | $130 |
| Website maintenance | $422 | $422 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Alan L Powdermaker | |||
| 5901 Cross Timbers Road | Flower Mound | TX | 75022 |
| Jill Powdermaker | |||
| 9247 Forest Hills Blvd | Dallas | TX | 75218 |
| Karin Powdermaker | |||
| 5811 Sandalwood Hollow | Austin | TX | 78731 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | CategoryTxt |
| Amt | $99 | Amt |
| Disbursements Charitable Prps | $99 | DisbursementsCharitablePrpsAmt |
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