POWDERMAKER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
POWDERMAKER FAMILY FOUNDATION (EIN 20-8366895)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-13
IRS object ID
201231349349100403
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-13T12:28:18-00:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kathy Hazard CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12137 Stradivarius LnAddressLine1
CityCarrolltonCity
StateTXState
ZIP Code75007ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208366895EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Powdermaker Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPOWDNameControl
Phone8174309060Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15901 Cross Timbers RoadAddressLine1
CityFlower MoundCity
StateTXState
ZIP Code750223142ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJill PowdermakerName
TitleTreasurerTitle
Date Signed2012-05-11DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKathy HazardName
Phone9724922301Phone
Date Prepared2012-05-02DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY183127FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss177946ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss9InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm9InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm9InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss1438DividendsRevAndExpnss
Dividends Net Invst Incm1438DividendsNetInvstIncm
Dividends Adj Net Incm1438DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss332NetGainSaleAssetsRevAndExpnss
Gross Sales Price15591GrossSalesPrice
Capital Gain Net Incm Net Invst Incm332CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm332NetSTCGAdjNetIncm
Other Income Rev And Expnss1500OtherIncomeRevAndExpnss
Total Revenue And Expenses181225TotalRevenueAndExpenses
Total Net Investment Income1779TotalNetInvestmentIncome
Total Adjusted Net Income1779TotalAdjustedNetIncome
Accounting Fees Rev And Expnss325AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps325AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss3734OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps3734OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4059TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps4059TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss80000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps80000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss84059TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps84059TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses97166ExcessOfRevenueOverExpenses
Net Investment Income1779NetInvestmentIncome
Adjusted Net Income1779AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY67CashBOY
Savings And Temp Cash Invst BOY72165SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY109209SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV109209SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY15259InvestmentsCorpStockBOY
Investments Corp Stock EOY73906InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV73906InvestmentsCorpStockEOYFMV
Other Assets BOY162OtherAssetsBOY
Other Assets EOY12OtherAssetsEOY
Other Assets EOYFMV12OtherAssetsEOYFMV
Total Assets BOY87653TotalAssetsBOY
Total Assets EOY183127TotalAssetsEOY
Total Assets EOYFMV183127TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY87653UnrestrictedBOY
Unrestricted EOY183127UnrestrictedEOY
Total Net Assets BOY87653TotalNetAssetsBOY
Total Net Assets EOY183127TotalNetAssetsEOY
Total Liabilities Net Assets BOY87653TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY183127TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY87653TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses97166ExcessOfRevenueOverExpenses
Subtotal184819Subtotal
Other Decreases1692OtherDecreases
Total Net Assets Fund Balances EOY183127TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of Asset110 shs SPDR Gold TrDescriptionOfAsset
How AcquiredDHowAcquired
Date Acquired2010-12-15DateAcquired
Date Sold2011-05-05DateSold
Gross Sales Price15591GrossSalesPrice
Cost Or Other Basis15259CostOrOtherBasis
Gain Or Loss332GainOrLoss
Gains Minus Excess Or Losses332GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income332CapitalGainNetIncome
Net Short Term Capital Gain Or Loss332NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year167739QualifyingDistributionsYear1
Noncharitable Assets Year165380NoncharitableAssetsYear1
Distribution Ratio Year1001.036081DistributionRatioYear1
Qualifying Distributions Year267633QualifyingDistributionsYear2
Noncharitable Assets Year257821NoncharitableAssetsYear2
Distribution Ratio Year2001.169696DistributionRatioYear2
Qualifying Distributions Year359413QualifyingDistributionsYear3
Noncharitable Assets Year353156NoncharitableAssetsYear3
Distribution Ratio Year3001.117710DistributionRatioYear3
Total Distribution Ratio003.323487TotalDistributionRatio
Average Distribution Ratio001.107829AverageDistributionRatio
Net Noncharitable Assets117997NetNoncharitableAssets
Adjusted Noncharitable Assets130720AdjustedNoncharitableAssets
One Percent Net Investment Income18OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One130738AdjNonchrtblAssetsAndOnePct
Qualifying Distributions84059QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax36InvestmentIncomeExciseTax
Subtotal36Subtotal
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Tax Due36TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website Addresspowdermaker.orgWebsiteAddress
Books In Care Of Person NameAlan PowdermakerBooksInCareOfPersonName
Books In Care Of Phone Number8174309060BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line15901 Cross Timbers RoadAddressLine1
CityFlower MoundCity
StateTXState
ZIP Code75022ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Alan Powdermaker
5901 Cross Timbers RoadFlower MoundTX75022President005.000
Jill Powdermaker
9247 Forest HillsDallasTX75218VP / Treas008.000
Karin Powdermaker
5811 Sandalwood HollowAustinTX78731VP / Sec005.000
Daniel Byrd
9247 Forest HillsDallasTX75218Director005.000
Barry Lewis
3132 Pecan CrossingMesquiteTX75181Director002.000
Joan Kickham
10 Hallshire CtDallasTX75225Director002.000
Sonia White
1421 Nantucket DrRichardsonTX75080Director002.000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1The foundation provides financial support to further the education of qualified, motivated individuals who might not otherwise have the opportunity for higher education. In calendar 2011, the foundation provided support for thirty-three college students through educational scholarships.Description1
Expenses184059Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities34298AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances85496AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets119794TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets119794AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1797CashDeemedCharitable
Net Noncharitable Assets117997NetNoncharitableAssets
Minimum Investment Return5900MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5900MinimumInvestmentReturn
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Total Tax36TotalTax
Distributable Amount Before Adj5864DistributableAmountBeforeAdj
Distributable Amount Before Ded5864DistributableAmountBeforeDed
Distributable Amount As Adjusted5864DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions84059ExpensesAndContributions
Qualifying Distributions84059QualifyingDistributions
Adj Qualifying Distributions84059AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5864DistributableAmountAsAdjusted
Excess Distri Carryover Year356771ExcessDistriCarryoverYear3
Excess Distri Carryover Year264742ExcessDistriCarryoverYear2
Excess Distri Carryover Year164470ExcessDistriCarryoverYear1
Total Excess Distri Carryover185983TotalExcessDistriCarryover
Qualifying Distributions84059QualifyingDistributions
Applied To Current Year5864AppliedToCurrentYear
Remaining Distri From Corpus78195RemainingDistriFromCorpus
Total Corpus264178TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year264178ExcessDistriCyovToNextYear
Excess From Year356771ExcessFromYear3
Excess From Year264742ExcessFromYear2
Excess From Year164470ExcessFromYear1
Excess From Current Year78195ExcessFromCurrentYear

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year1779CurrentYear
Year3795Year3
Total2574Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year1512CurrentYear
Year3676Year3
Total2188Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year84059CurrentYear
Year167739Year1
Year267633Year2
Year359413Year3
Total278844Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year84059CurrentYear
Year167739Year1
Year267633Year2
Year359413Year3
Total278844Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year3933CurrentYear
Year12179Year1
Year21927Year2
Year31772Year3
Total9811Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerAlan PowdermakerContributingManager
Contributing ManagerJill PowdermakerContributingManager
Contributing ManagerKarin PowdermakerContributingManager
Shareholder ManagerNoneShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDaniel ByrdRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 181684AddressLine1
CityDallasCity
StateTXState
ZIP Code75218ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8174309060RecipientPhoneNumber
Form And Info And MaterialsApplications are available through guidance counselors or upon request to the Foundations PO Box shown above.FormAndInfoAndMaterials
Submission DeadlinesApplication submission by March 15 for Summer and Fall enrollment September 15 for Winter enrollmentSubmissionDeadlines
Restrictions On Awards3.0 GPA, extracurricular & community activities, demonstration of need, legal US residents, plan to attend college or vocational schoolRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Aguinaga Patricia
2727 Tolosa DrDallasTX75228Educational scholarship$2,000
Bailey Byron
TCU Box 292167Ft WorthTX76129Educational scholarship$3,000
Brown Terra
1020 S Corinth St Apt BDallasTX75203Educational scholarship$3,000
Bueno-Zavala Eryka
8825 GrovecrestDallasTX75217Educational scholarship$2,000
Fernandez Jacqueline
823 N Hartsdale DrDallasTX75211Educational scholarship$3,000
Filuk Anita
9680 Timberline Dr Apt 203DallasTX75220Educational scholarship$2,000
Garrett Keithlin
913 Abigale LnDallasTX75253Educational scholarship$2,000
Gonzalez Juan
1038 Avon StDallasTX75211Educational scholarship$3,000
Gonzalez Marlene
8405 Lenel PlDallasTX75220Educational scholarship$2,000
Huang Qiaoling
2968 St Albert DrDallasTX75233Educational scholarship$2,000
Hurtado Biviana
2626 Aster StDallasTX75211Educational scholarship$2,000
Kimber Shelby
5342 Miller AveDallasTX75206Educational scholarship$2,000
LaFrance Amber
7039 Granville CtDallasTX75249Educational scholarship$3,000
Lopez Brenda
2755 Bentley AveDallasTX75211Educational scholarship$3,000
McClung Alicia
311 N Masters DrDallasTX75217Educational scholarship$2,000
Medina Christopher
4205 Honey Tree LaneDallasTX75211Educational scholarship$2,000
Miles Morgan
4808 Oak TrailDallasTX75232Educational scholarship$2,000
Miller Devon
1814 Gateway DrGarlandTX75040Educational scholarship$2,000
Mondragon Cynthia
2719 Obannon DrDallasTX75224Educational scholarship$3,000
Nguyen Mary
2945 Royal LnDallasTX75229Educational scholarship$3,000
Pendergrass Alexandre
4915 Hovenkamp DrDallasTX75227Educational scholarship$2,000
Pula Dardan
12323 Amsterdam RdDallasTX75234Educational scholarship$3,000
Ramsey James
5232 Whispering OaksDallasTX75236Educational scholarship$2,000
Redic Chelsea
4402 Frank StDallasTX75210Educational scholarship$2,000
Renteria Maria
2235 Myrtlewood DrDallasTX75232Educational scholarship$2,000
Robertson Latasha
W0124 Jester West 201 E 21st StAustinTX787055656Educational scholarship$3,000
Romero Brenda
3052 Anzio DrDallasTX75224Educational scholarship$2,000
Schell Amy
2726 Cypress AveDallasTX75227Educational scholarship$2,000
Sinlong Arraya
2523 Las Villas AveDallasTX75211Educational scholarship$3,000
Tucker Seanna
10219 Echo Ridge CtDallasTX75243Educational scholarship$3,000
Vega Mari
1614 S Farola DrDallasTX75228Educational scholarship$3,000
Villa Laura
351 Leads StDallasTX75203Educational scholarship$2,000
Zuniga Jose
1831 Bennett Ave No HDallasTX75206Educational scholarship$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year80000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,447ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$332ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionRefund of prior year scholarshipDescription
Exclusion Code01ExclusionCode
Exclusion$1,500ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,279ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA3279TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (4 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
0001Alan L Powdermaker5901 Cross Timbers RoadFlower MoundTX75022130000X
0002Jill Powdermaker9247 Forest Hills BlvdDallasTX7521816960X
0003Karin Powdermaker5811 Sandalwood HollowAustinTX7873111000X
0004David Powdermaker1824 Flatwood DriveFlower MoundTX750286960X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryKathy Hazard, CPACategory
Amount$325Amount
Disbursements Charitable Prps325DisbursementsCharitablePrps

Amortization Schedule AmortizationSchedule

Amortization Amortization

FieldValueIRS element (for citing)
Description Of Amortized ExpensesOrganization CostsDescriptionOfAmortizedExpenses
Date Acquired Completed Expended2007-02-07DateAcquiredCompletedExpended
Amount Amortized750AmountAmortized
Deduction For Prior Years588DeductionForPriorYears
Amortization Period0000000060.000000000000AmortizationPeriod
Current Year Amortization150CurrentYearAmortization
Total Amount Of Amortization738TotalAmountOfAmortization

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
Name110 shs SPDR Gold TrName
Date Acquired2010-12DateAcquired
How AcquiredDHowAcquired
Date Sold2011-05DateSold

Purchaser Name PurchaserName

Business Business

FieldValueIRS element (for citing)
Business Name Line1NYSEBusinessNameLine1
FieldValueIRS element (for citing)
Gross Sales Price15591GrossSalesPrice
Basis30518Basis
Basis MethodDonation FMVBasisMethod
Total Net332TotalNet

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
5000 shares of Merrill Lynch Co Inc Med Term Note46904690
50000 shares of Genworth Financial Inc Note4946649466
20000 shares of Janus Cap Group Inc1975019750

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionOrganization Costs, net of amortizationDescription
BOY Book Value162BOYBookValue
EOY Book Value12EOYBookValue
EOYFMV12EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionUnrealized loss on securitiesDescription
Amount$1,692Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
Amortization See attached statement150150
Bank and credit card fees140140
Gift cards for scholarship recipients25002500
Post office box9696
Supplies postage meetings expense698698
Website maintenance150150

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionRefund of prior year scholarshipDescription
Revenue And Expenses Per Books1500RevenueAndExpensesPerBooks

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
Alan L Powdermaker
5901 Cross Timbers RoadFlower MoundTX75022
Jill Powdermaker
9247 Forest Hills BlvdDallasTX75218
Karin Powdermaker
5811 Sandalwood HollowAustinTX78731

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