Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
POWELL FAMILY FOUNDATION NANCY
 
Number and street (or P.O. box number if mail is not delivered to street address) 1201 THIRD AVE 5010
  Room/suite
City or town
SEATTLE
State or province
WA
Country  
ZIP or foreign postal code
98101
A Employer identification number

82-4737765
B Telephone number (see instructions)

2066648815
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,791,957J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 5,277 5,277  
4 Dividends and interest from securities... 146,462 146,462  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 491,417
b Gross sales price for all assets on line 6a 2,337,146
7 Capital gain net income (from Part IV, line 2)... 491,417
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 643,156 643,156  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,840 920   920
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,860 1,430   1,430
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,878 22,878   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,460 2,426   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,312 0   1,312
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,350 27,654   3,662
25 Contributions, gifts, grants paid....... 299,000 299,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 333,350 27,654   302,662
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 309,806
b Net investment income (if negative, enter -0-) 615,502
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 15,975 10,636 10,636
2 Savings and temporary cash investments......... 62,142 292,918 292,918
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,438,078 Click to see attachment
List of Attached Documents:
// Content
1,466,092 		3,168,083
c Investments—corporate bonds (attach schedule)....... 1,689,499 Click to see attachment
List of Attached Documents:
// Content
1,194,054 		1,185,799
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 54,250 Click to see attachment
List of Attached Documents:
// Content
1,606,050 		2,134,521
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,259,944 4,569,750 6,791,957
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,259,944 4,569,750
29 Total net assets or fund balances (see instructions)..... 4,259,944 4,569,750
30 Total liabilities and net assets/fund balances (see instructions). 4,259,944 4,569,750
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,259,944
2
Enter amount from Part I, line 27a .....................
2
309,806
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,569,750
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,569,750
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEE SCHEDULE ATTACHED P    
b SEE SCHEDULE ATTACHED P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 197,278   194,110 3,168
b 2,139,786   1,651,619 488,167
c 82     82
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,168
b       488,167
c       82
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 491,417
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,555
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,555
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,555
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,755
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofCHAD JOHNSRUD Telephone no. (206) 664-8815

Located at1201 THIRD AVE SUITE 5010SEATTLEWA ZIP+498101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NANCY E POWELL PRESIDENT & VICE PRESIDENT
1.00 		0 0 0
1201 THIRD AVE SUITE 5010
SEATTLE,WA98101
ADAM BLAKNEY SECRETARY
0.00 		0 0 0
9708 64TH ST SW
GIG HARBOR,WA98335
JACQUELINE KIRSCHNER TREASURER
0.00 		0 0 0
PO BOX 779
PACKWOOD,WA98361
MELISSA GROSSMAN TRUSTEE
0.00 		0 0 0
1650 MARKET STREET SUITE 2800
PHILADELPHIA,PA19103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,270,519
b
Average of monthly cash balances.......................
1b
132,736
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,403,255
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,403,255
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
96,049
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,307,206
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
315,360
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
315,360
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,555
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,555
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
306,805
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
306,805
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
306,805
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
302,662
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
302,662
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 306,805
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 5,060
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 302,662
a Applied to 2024, but not more than line 2a 5,060
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 297,602
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		9,203
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALS UNITED MID-ATLANTIC

1015 VIRGINIA DRIVE SUITE 110
FORT WASHINGTON,PA19034 		NONE   GENERAL FUND 15,000

CAMP SOLOMON SCHECHTER

117 E LOUISA 110
SEATTLE,WA98102 		NONE   GENERAL FUND 30,000

CHARLES WRIGHT ACADEMY

7723 CHAMBERS CREEK RD
TACOMA,WA98467 		NONE   GENERAL FUND 40,000

EMERGENCY FOOD NETWORK

3318 92NS ST S
LAKEWOOD,WA98499 		NONE   GENERAL FUND 3,000

FORUM FOR DIALOGUE

PO BOX 365
HARTSDALE,PA10530 		NONE   GENERAL FUND 25,000

HOLOCAUST CENTER FOR HUMANITY

2045 2ND AVE
SEATTLE,WA98121 		NONE   GENERAL FUND 19,000

JEWISH FAMILY SERVICE OF SEATTLE

1601 16TH AVENUE
SEATTLE,WA98122 		NONE   GENERAL FUND 25,000

MUSIC OF REMEMBRANCE

PO BOX 27500
SEATTLE,WA981652500 		NONE   GENERAL FUND 26,000

NATIONAL CENTER FOR JEWISH FILM

73 BRADFIELD AVE UNIT 2
ROSLINDALE,MA02131 		NONE   THE PRODUCTION OF THE FILM: HOLY SILENCE 5,000

NEW HORIZONS

2709 3RD AVE
SEATTLE,WA98121 		NONE   GENERAL FUND 15,000

PACIFIC LUTHERN UNIVERSITY

12180 PARK AVE S
TACOMA,WA98447 		NONE   GENERAL FUND 10,000

TACOMA JEWISH COMMUNITY FUND

PO BOX 64831
UNIVERSITY PLACE,WA98464 		NONE   GENERAL FUND 3,000

TACOMA RESCUE MISSION

PO BOX 1912
TACOMA,WA98401 		NONE   GENERAL FUND 15,000

TALES OF THE ALCHEMYSTS THEATRE

7853 SE 27TH STREET E-306
MERCER ISLAND,WA98040 		NONE   GENERAL FUND 10,000

THE DEFIANT REQUIEM FOUNDATION

5506 CONNECTICUT AVE NW SUITE 24
WASHINGTON,DC20015 		NONE   GENERAL FUND 6,000

THORN DIGITAL DEFENDERS FOR CHILDREN

1240 ROSECRANS AVE SUITE 120
MANHATTAN BEACH,CA90266 		NONE   GENERAL FUND 5,000

YAD VASHEM

630 3RD AVE RM 1501
NEW YORK,NY10017 		NONE   GENERAL FUND 5,000

CULTURAL EXCHANGE FOUNDATION

PO BOX 40277
WASHINGTON,DC20016 		NONE   GENERAL FUND 5,000

KANSAS CITY BALLET

500 W PERSHING RD
KANSAS CITY,MO64108 		NONE   GENERAL FUND 2,000

BIG BROTHERS BIG SISTERS OF SOUTHWEST WASHINGTON

2424 HERITAGE CT SW
OLYMPIA,WA98502 		NONE   GENERAL FUND 5,000

FRIENDS OF LAKWOLD

401F STREET NW SUITE 308
WASHINGTON,DC20001 		NONE   GENERAL FUND 2,000

SOS OUTREACH

PO BOX 2020
AVON,CO81620 		NONE   GENERAL FUND 15,000

UNITED STATES DRESSAGE FEDERATION INC

4051 IRON WORKS PARKWAY
LEXINGTON,KY40511 		NONE   GENERAL FUND 3,000

ARK INSTITUTE OF LEARNING

1916 S WASHINGTON ST
TACOMA,WA98405 		NONE   GENERAL FUND 10,000
Total ................................. 3a 299,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 5,277  
4 Dividends and interest from securities ....     14 146,462  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 491,417  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 643,156 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
643,156
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
POWELL FAMILY FOUNDATION NANCY
EIN:
82-4737765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ISDANER & CO, LLC 2,860 1,430   1,430

TY 2025 InvestmentsCorpBondsSchedule
Name:
POWELL FAMILY FOUNDATION NANCY
EIN:
82-4737765
Name of Bond End of Year Book Value End of Year Fair Market Value
BNY MELLON CORPORATE BOND FUND 147,254 141,959
ISHARES BARCLAYS AGGREGATE BOND FUND 731,134 729,124
ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND 315,666 314,716

TY 2025 InvestmentsCorpStockSchedule
Name:
POWELL FAMILY FOUNDATION NANCY
EIN:
82-4737765
Name of Stock End of Year Book Value End of Year Fair Market Value
AON PLC/IRELAND A ( AON ) 3,572 3,529
ACCENTURE PLC ( ACN ) 3,107 8,317
EATON CORP PLC ( ETN ) 979 8,281
INVESCO LIMITED ( IVZ ) 708 1,576
JOHNSON CTLS INTL PLC ( JCI ) 3,468 5,868
LINDE PLC ( LIN ) 9,960 10,233
MEDTRONIC, PLC ADR ( MDT ) 4,069 4,803
SEAGATE TECHNOLOGY HOLDINGS ( STX ) 443 826
T E CONNECTIVITY PUBLIC LIMITED ( TEL ) COMPANY 2,550 4,778
TRANE TECHNOLOGIES PUBLIC LIMITED CO( TT ) 3,500 4,281
WILLIS TOWERS WATSON PUBLIC LIMITED ( WTW ) COMPANY 1,780 1,972
BUNGE GLOBAL SA ( BG ) 823 891
CHUBB LIMITED ( CB ) 5,685 6,555
NXP SEMICONDUCTORS N V ( NXPI ) 311 434
ROYAL CARIBBEAN CRUISES LTD ( RCL ) 2,761 4,184
AFLAC INC ( AFL ) 3,199 3,529
A E S CORP ( AES ) 772 860
AT&T INC ( T ) 6,189 6,111
ABBOTT LABORATORIES ( ABT ) 3,450 11,026
ABBVIE INC. ( ABBV ) 7,196 20,793
ADOBE SYSTEMS INC ( ADBE ) 2,852 6,650
ADVANCED MICRO DEVICES INC ( AMD ) 6,885 18,418
AGILENT TECHNOLOGIES INC ( A ) 1,290 3,946
AIR PRODUCTS & CHEMICALS INC ( APD ) 2,723 2,717
ALBEMARLE CORP ( ALB ) 953 1,414
ALEXANDRIA REAL ESTATE EQUITIES, INC( ARE ) 754 489
ALLSTATE CORP ( ALL ) 1,652 3,747
ALPHABET, INC. ( GOOG ) 7,682 87,550
ALPHABET, INC. ( GOOGL ) 6,234 77,624
ALTRIA GROUP INC ( MO ) 3,323 3,460
AMAZON.COM INC ( AMZN ) 19,808 101,330
AMERICAN ELECTRIC POWER INC ( AEP ) 1,893 2,076
AMERICAN EXPRESS COMPANY ( AXP ) 1,274 8,509
AMERICAN INTERNATIONAL GROUP INC ( AIG ) 2,320 2,567
AMERICAN TOWER CORPORATION ( AMT ) 1,482 2,809
AMERICAN WATER WORKS CO INC ( AWK ) 285 261
AMERIPRISE FINANCIAL INC ( AMP ) 740 3,923
AMGEN INC ( AMGN ) 4,850 10,147
AMPHENOL CORP NEW ( APH ) CL A 3,912 8,784
ANALOG DEVICES INC ( ADI ) 4,394 7,051
ANTHEM INC. ( ELV ) 4,736 3,856
APPLE INC ( AAPL ) 19,279 196,555
APPLIED MATERIALS INC ( AMAT ) 1,407 12,079
APPLOVIN CORP COM CL A ( APP ) 6,631 7,412
ARCHER DANIELS MIDLAND CO ( ADM ) 827 1,150
ARISTA NETWORKS INC ( ANET ) 4,107 7,600
AUTODESK INC ( ADSK ) 1,923 2,368
AUTOMATIC DATA PROCESSING INC ( ADP ) 7,202 6,688
AUTOZONE INC ( AZO ) 6,992 6,783
AXON ENTERPRISE, INC. ( AXON ) 1,117 1,136
BAKER HUGHES ( BKR ) 2,796 3,643
BANK OF AMERICA CORPORATION ( BAC ) 3,398 12,485
BAXTER INTERNATIONAL INC ( BAX ) 450 382
BECTON DICKINSON & CO ( BDX ) 1,040 1,164
BERKSHIRE HATHAWAY INC DEL CL B ( BRK.B ) 38,101 46,244
BEST BUY INC ( BBY ) 891 1,339
BIO-TECHNE CORP ( TECH ) 975 1,176
BLACKSTONE GROUP INC ( BX ) 3,304 4,316
BLACKROCK FUNDING, INC. OF DELAWARE ( BLK ) 6,439 8,563
THE BOEING COMPANY ( BA ) 4,705 6,731
BOOKING HOLDINGS INC. ( BKNG ) 4,173 5,355
BOSTON PROPERTIES INC ( BXP ) 1,120 1,350
BOSTON SCIENTIFIC CORPORATION ( BSX ) 7,253 7,723
BROADRIDGE FINANCIAL SOLUTIONS INC ( BR ) 1,739 1,785
BROADCOM INC ( AVGO ) 2,385 76,834
CBOE HOLDINGS INC ( CBOE ) 619 753
C B R E GROUP,INC. ( CBRE ) 3,584 5,145
CF INDUSTRIES HOLDINGS INC ( CF ) 751 773
C H ROBINSON WORLDWIDE INC ( CHRW ) 686 1,286
CIGNA CORPORATION ( CI ) 1,853 4,954
CME GROUP INC ( CME ) 3,291 3,550
C S X CORP ( CSX ) 786 2,211
CVS HEALTH CORPORATION ( CVS ) 3,781 3,809
CADENCE DESIGN SYS INC ( CDNS ) 6,100 8,127
CAPITAL ONE FINANCIAL CORPORATION ( COF ) 6,174 9,937
CARDINAL HEALTH INC ( CAH ) 3,234 5,343
CARNIVAL CORP ( CCL ) 1,884 3,359
CARRIER GLOBAL CORPORATION ( CARR ) 2,216 2,114
CATERPILLAR INC ( CAT ) 6,552 16,040
CENTENE CORP DEL ( CNC ) 1,449 1,646
CHARLES RIV LABORATORIES INTL INC ( CRL ) 884 1,596
CHEVRON CORPORATION ( CVX ) 9,633 13,869
CHIPOTLE MEXICAN GRILL INC ( CMG ) CL A 3,729 2,960
CHURCH & DWIGHT INC ( CHD ) 1,607 1,342
CINCINNATI FINL CORP ( CINF ) 1,636 2,123
CISCO SYSTEMS INC ( CSCO ) 6,927 10,014
CINTAS CORP ( CTAS ) 2,490 2,445
CITIGROUP INC ( C ) 4,591 9,335
CITIZENS FINANCIAL GROUP INC. ( CFG ) 1,295 3,680
COCA - COLA CO ( KO ) 8,138 8,389
COGNIZANT TECHNOLOGY SOLUTIONS CORP ( CTSH ) CL A 720 830
COINBASE GLOBAL, INC. ( COIN ) 3,072 2,261
COLGATE-PALMOLIVE COMPANY ( CL ) 2,641 2,371
CONAGRA INC ( CAG ) 6,065 5,712
CONOCOPHILLIPS ( COP ) 5,981 7,489
CONSOLIDATED EDISON INC ( ED ) 3,368 3,178
CONSTELLATION BRANDS INC-A ( STZ ) 2,382 2,345
CONSTELLATION ENERGY ( CEG ) 564 7,419
COPART INC ( CPRT ) 3,298 2,349
CORNING INC ( GLW ) 1,966 4,378
CORTEVA INC ( CTVA ) 2,178 3,352
COSTCO WHSL CORP NEW ( COST ) 6,794 19,834
CROWDSTRIKE HOLDINGS INC ( CRWD ) 2,666 3,750
CUMMINS INC ( CMI ) 3,471 6,636
D R HORTON INC ( DHI ) 2,894 3,745
D T E ENERGY CO ( DTE ) 1,644 1,677
DANAHER CORP ( DHR ) 2,349 7,783
DARDEN RESTAURANTS INC ( DRI ) 505 1,472
DATADOG, INC. ( DDOG ) 1,086 1,088
DEERE & CO ( DE ) 6,502 7,449
DELL TECHNOLOGIES INC. ( DELL ) 255 252
DELTA AIR LINES INC ( DAL ) 1,241 2,082
DEVON ENERGY CORPORATION NEW ( DVN ) 1,311 1,832
DIGITAL REALTY TRUST INC ( DLR ) 2,024 2,321
THE WALT DISNEY COMPANY ( DIS ) 2,535 4,437
DOLLAR GENERAL CORP ( DG ) 1,435 2,124
DOLLAR TREE INC ( DLTR ) 1,132 1,968
DOMINION RES INC VA NEW ( D ) 4,518 4,511
DOORDASH, INC. ( DASH ) 2,426 2,944
DOW INC. ( DOW ) 3,279 3,507
DUKE ENERGY CORPORATION ( DUK ) 5,738 5,861
E O G RES INC ( EOG ) 3,313 3,360
E Q T CORPORATION ( EQT ) 1,026 1,072
EBAY INC ( EBAY ) 2,984 4,355
ECOLAB INC ( ECL ) 2,922 3,413
EDISON INTERNATIONAL ( EIX ) 1,039 1,200
ELECTRONIC ARTS INC ( EA ) 1,037 2,656
EMERSON ELECTRIC CO ( EMR ) 3,063 4,247
EQUIFAX INC ( EFX ) 2,031 2,170
EQUINIX, INC. ( EQIX ) 3,675 3,831
EQUITY RESIDENTIAL ( EQR ) 1,819 1,891
EVERGY INC ( EVRG ) 3,190 3,625
EVERSOURCE ENERGY ( ES ) 1,244 1,347
EXELON CORP ( EXC ) 1,420 2,703
EXXON MOBIL CORP ( XOM ) 17,271 24,068
META PLATFORMS INC ( META ) 9,389 68,649
FASTENAL CO ( FAST ) 2,148 2,408
FEDEX CORP ( FDX ) 2,162 3,177
FIDELITY NATIONAL INFORMATION ( FIS ) SERVICES, INC. 3,406 3,323
FIFTH THIRD BANCORP ( FITB ) 1,976 2,809
FIRST SOLAR INC ( FSLR ) 1,295 2,612
FISERV INC ( FISV ) 1,557 2,082
FIRSTENERGY CORP ( FE ) 1,897 2,239
FORD MOTOR COMPANY ( F ) 2,041 2,886
FORTINET INC ( FTNT ) 4,501 3,971
FORTIVE CORP. ( FTV ) 932 1,104
FOX CORP ( FOXA ) 2,390 3,654
FREEPORT MCMORAN COPPER & GOLD INC ( FCX ) 1,803 3,047
GE HEALTHCARE TECHNOLOGIES INC ( GEHC ) 585 820
GARTNER INC ( IT ) 1,902 2,018
GE VERNOVA LLC ( GEV ) 3,217 7,189
GENERAL DYNAMICS CORPORATION ( GD ) 3,767 5,050
GENERAL ELECTRIC CO ( GE ) 7,943 14,477
GENERAL MOTORS CO ( GM ) 2,511 4,879
GILEAD SCIENCES INC ( GILD ) 4,917 6,014
TORCHMARK CORPORATION ( GL ) 684 1,119
GOLDMAN SACHS GROUP INC ( GS ) 7,271 14,064
GRAINGER W W INC ( GWW ) 2,750 3,027
H C A HOLDINGS INC ( HCA ) 4,278 6,069
H P INC. ( HPQ ) 729 1,114
HALLIBURTON CO ( HAL ) 1,903 2,826
HARTFORD FINL SVCS GROUP INC ( HIG ) 1,167 4,410
HERSHEY CO ( HSY ) 1,264 1,456
HEWLETT PACKARD ENTERPRISE COMPANY ( HPE ) 1,620 3,123
HILTON WORLDWIDE HOLDINGS INC. ( HLT ) 2,611 3,734
HOLOGIC INC ( HOLX ) 1,156 1,490
HOME DEPOT INC ( HD ) 4,939 17,893
HONEYWELL INTL INC ( HON ) 3,462 6,048
HOST HOTELS & RESORTS INC ( HST ) 1,007 1,418
HUBBELL INC COM ( HUBB ) 1,019 1,332
HUNTINGTON BANCSHARES INC ( HBAN ) 2,225 3,123
IDEXX LABS INC ( IDXX ) 1,797 3,383
ILLINOIS TOOL WKS INC ( ITW ) 1,389 3,941
INGERSOLL RAND INC ( IR ) 1,995 2,377
INSULET CORPORATION ( PODD ) 1,227 1,421
INTEL CORP ( INTC ) 4,983 6,642
INTERACTIVE BROKERS GROUP INC ( IBKR ) 1,308 1,286
INTERCONTINENTALEXCHANGE GROUP, INC.( ICE ) 681 4,211
INTERNATIONAL BUSINESS MACHINES ( IBM ) CORPORATION 6,149 10,960
INTERNATIONAL PAPER CO ( IP ) 445 394
INTUITIVE SURGICAL INC ( ISRG ) 8,227 10,194
INTUIT ( INTU ) 7,129 8,611
IQVIA HOLDINGS INC. ( IQV ) 1,544 2,480
IRON MOUNTAIN INCORPORATED ( IRM ) 2,476 2,654
JP MORGAN CHASE & CO ( JPM ) 8,425 45,433
JACOBS SOLUTIONS INC ( J ) 879 1,060
JOHNSON & JOHNSON ( JNJ ) 13,719 27,110
K L A - TENCOR CORP ( KLAC ) 4,870 9,721
KKR & CO INC ( KKR ) 2,084 2,677
KEYCORP NEW ( KEY ) 1,443 2,270
KEYSIGHT TECHNOLOGIES, INC. ( KEYS ) 1,278 2,032
KIMBERLY CLARK CORP ( KMB ) 1,880 1,614
KIMCO REALTY CORP ( KIM ) 1,838 2,027
KINDER MORGAN INC. ( KMI ) 2,514 2,749
KROGER CO ( KR ) 3,307 3,124
HARRIS CORPORATION ( LHX ) 1,194 1,761
LABCORP HOLDING INC ( LH ) 1,295 1,505
LAM RESEARCH CORPORATION ( LRCX ) 4,370 11,127
ESTEE LAUDER COMPANIES CLASS A ( EL ) 904 1,047
LENNAR CORP CLASS A ( LEN ) 1,797 1,850
ELI LILLY & CO ( LLY ) 3,010 41,913
LIVE NATION INC ( LYV ) 1,919 2,280
LOCKHEED MARTIN CORP ( LMT ) 4,409 7,255
LOWE'S COMPANIES INC ( LOW ) 8,186 9,405
M & T BK CORP ( MTB ) 2,008 2,619
M G M MIRAGE ( MGM ) 780 1,095
MSCI INC ( MSCI ) 1,515 1,721
MARATHON PETROLEUM CORP ( MPC ) 3,983 5,529
MARSH & MCLENNAN COS INC ( MMC ) 1,329 3,896
MARRIOTT INTERNATIONAL INC ( MAR ) 3,372 4,964
MARTIN MARIETTA MATLS INC ( MLM ) 1,360 1,868
MASTERCARD INC ( MA ) 17,418 23,406
MC DONALD'S CORPORATION ( MCD ) 9,230 9,475
MCKESSON CORPORATION ( MCK ) 5,197 6,562
MERCK & CO INC ( MRK ) 8,507 11,579
METLIFE INC ( MET ) 1,366 1,579
METTLER-TOLEDO INTL INC ( MTD ) 1,924 2,788
MICROSOFT CORPORATION ( MSFT ) 57,303 177,489
MICRON TECHNOLOGY INC ( MU ) 1,043 13,985
MID-AMERICA APARTMENT COMMUNITYS INC( MAA ) 894 833
MODERNA INC COM ( MRNA ) 532 590
MOLINA HEALTHCARE INC ( MOH ) 769 868
MOLSON COORS BREWSING COMPANY ( TAP ) 1,161 934
MONDELEZ INTERNATIONAL ( MDLZ ) 2,449 3,230
MONOLITHIC POWER SYSTEMS INC ( MPWR ) 1,599 1,813
MONSTER BEVERAGE CORPORATION ( MNST ) 777 5,214
MOODYS CORP ( MCO ) 3,129 4,087
MORGAN STANLEY ( MS ) 5,794 14,380
THE MOSAIC COMPANY ( MOS ) 679 723
MOTOROLA SOLUTIONS INC. ( MSI ) 3,959 3,833
NRG ENERGY INC ( NRG ) COM NEW 2,943 5,096
NETAPP INC ( NTAP ) 1,231 1,713
NETFLIX COM INC ( NFLX ) 18,249 19,690
NEWMONT MINING CORP ( NEM ) 2,067 3,994
NEWS CORPORATION ( NWSA ) 477 522
NEXTERA ENERGY INC ( NEE ) 5,148 6,422
NORFOLK SOUTHERN CORPORATION ( NSC ) 1,995 4,331
NORTHROP GRUMMAN CORP ( NOC ) 3,871 4,562
NUCOR CORP ( NUE ) 876 3,425
NVIDIA CORP ( NVDA ) 1,907 217,832
O'REILLY AUTOMOTIVE INC ( ORLY ) 4,362 4,469
OLD DOMINION FGHT LINE ( ODFL ) 1,914 2,038
OMNICOM GROUP INC ( OMC ) 2,803 3,230
ON SEMICONDUCTOR CORP ( ON ) 1,365 2,166
ONEOK INC ( OKE ) 2,355 2,205
ORACLE CORP ( ORCL ) 12,212 18,711
OTIS WORLDWIDE CORPORATION ( OTIS ) 1,812 1,747
PNC FINANCIAL SERVICES GROUP ( PNC ) 2,664 3,757
P P G INDUSTRIES INC ( PPG ) 1,466 1,639
PACCAR INC ( PCAR ) 2,588 3,285
PACKAGING CORP AMER ( PKG ) 1,741 2,062
PALANTIR TECHNOLOGIES INC ( PLTR ) 7,934 17,597
PALO ALTO NETWORKS INC ( PANW ) 4,035 4,789
PARKER HANNIFIN CORP ( PH ) 4,185 7,032
PAYCHEX INC ( PAYX ) 1,772 2,692
PAYPAL HOLDINGS, INC. ( PYPL ) 2,865 2,919
PEPSICO INC ( PEP ) 5,336 9,042
PFIZER INC ( PFE ) 6,851 6,773
PHILIP MORRIS INTERNATIONAL INC ( PM ) 9,700 11,709
PHILLIPS 66 ( PSX ) 2,919 4,000
PRINCIPAL FINL GROUP INC ( PFG ) 2,065 2,646
THE PROCTER & GAMBLE COMPANY ( PG ) 12,025 17,484
PROGRESSIVE CORP OHIO ( PGR ) 2,085 8,881
PROLOGIS, INC. ( PLD ) 2,177 4,596
PRUDENTIAL FINANCIAL INC ( PRU ) 1,098 1,467
PUBLIC SVC ENTERPRISE GROUP INC ( PEG ) 2,322 2,409
PUBLIC STORAGE INC REIT ( PSA ) 1,845 2,595
PULTE HOMES INC ( PHM ) 4,362 5,746
QUALCOMM INC ( QCOM ) 3,557 9,750
QUEST DIAGNOSTICS INC ( DGX ) 1,755 1,909
RALPH LAUREN CORPORATION ( RL ) 542 1,061
RAYTHEON TECHNOLOGIES CORP ( RTX ) 7,721 13,388
REALTY INCOME CORP ( O ) 3,045 3,382
REGENCY CTRS CORP ( REG ) 1,936 2,071
REGENERON PHARMACEUTICALS INC ( REGN ) 1,619 2,316
REGIONS FINL CORP NEW ( RF ) 2,727 4,065
REPUBLIC SVCS INC CL A ( RSG ) 2,505 2,331
RESMED INC ( RMD ) 1,638 1,927
ROBINHOOD MARKETS, INC. ( HOOD ) 4,125 3,506
ROCKWELL AUTOMATION INC ( ROK ) 1,093 1,945
ROPER INDUSTRIES INC ( ROP ) 3,123 2,671
ROSS STORES INC ( ROST ) 1,671 2,342
S & P GLOBAL INC. ( SPGI ) 2,544 10,974
SALESFORCE.COM INC ( CRM ) 5,190 13,246
SCHLUMBERGER LTD ( SLB ) 1,576 1,919
SCHWAB CHARLES CORP NEW ( SCHW ) 1,736 6,694
SEMPRA ENERGY ( SRE ) 1,907 2,649
SERVICENOW, INC. ( NOW ) 5,930 6,128
SHERWIN WILLIAMS CO ( SHW ) 3,453 3,564
SIMON PROPERTY GROUP INC REIT ( SPG ) 3,332 4,443
SOLSTICE ADVANCED MATERIALS INC ( SOLS ) 185 340
SOUTHERN CO ( SO ) 5,175 5,232
SOUTHWEST AIRLS CO ( LUV ) 497 827
SQUARE, INC. ( XYZ ) 1,526 1,302
STARBUCKS CORP ( SBUX ) 3,184 3,368
STRYKER CORP ( SYK ) 6,037 6,326
SUPER MICRO COMPUTER INC ( SMCI ) 655 585
SYNOPSYS INC ( SNPS ) 3,099 3,758
SYNCHRONY FINANCIAL ( SYF ) 2,205 6,674
SYSCO CORP ( SYY ) 2,030 2,211
T J X COMPANIES INC ( TJX ) 3,860 4,916
T -MOBILE US, INC. ( TMUS ) 1,792 6,497
TAKE-TWO INTERACTIVE SOFTWARE INC ( TTWO ) 1,070 1,280
TAPESTRY INC. ( TPR ) 2,025 4,089
TESLA MOTORS INC ( TSLA ) 30,471 59,813
TEXAS INSTRUMENTS INC ( TXN ) 3,645 7,807
TEXTRON INC ( TXT ) 1,213 1,743
THERMO FISHER SCIENTIFIC INC. ( TMO ) 2,501 9,271
3M CO ( MMM ) 3,257 4,163
TRACTOR SUPPLY COMPANY ( TSCO ) 1,903 2,000
TRANSDIGM GROUP INC ( TDG ) 3,459 3,990
THE TRAVELERS COMPANIES INC ( TRV ) 3,015 3,771
US BANCORP ( USB ) 719 1,067
UBER TECHNOLOGIES, INC. ( UBER ) 6,037 7,354
UNION PAC CORP ( UNP ) 3,357 7,402
UNITED CONTINENTAL HOLDINGS INC ( UAL ) 1,922 3,578
UNITED RENTALS INC ( URI ) 2,723 4,047
UNITEDHEALTH GROUP INC ( UNH ) 21,663 13,865
VALERO ENERGY CORP NEW ( VLO ) 646 3,907
VERALTO CORPORATION ( VLTO ) 316 1,098
VERIZON COMMUNICATIONS INC ( VZ ) 9,319 7,739
VERTEX PHARMACEUTICALS INC ( VRTX ) 6,018 5,894
VIATRIS INC ( VTRS ) 1,072 1,743
VISA INC-CLASS A SHRS ( V ) 17,855 28,057
VISTRA CORP. ( VST ) 1,708 2,581
WAL MART STORES INC ( WMT ) 5,914 23,842
WARNER BROS DISCOVERY INC ( WBD ) 1,019 3,458
WASTE MANAGEMENT INC ( WM ) 5,198 5,273
WELLS FARGO & COMPANY ( WFC ) 8,203 13,980
WELLTOWER INC. ( WELL ) 2,148 2,970
WESTERN DIGITAL CORP ( WDC ) 1,236 4,134
WILLIAMS COS INC ( WMB ) 2,704 3,006
WORKDAY, INC. ( WDAY ) 457 430
XCEL ENERGY INC ( XEL ) 665 739
XYLEM INC. ( XYL ) 1,333 1,770
YUM! BRANDS INC ( YUM ) 802 2,420
ZOETIS INC ( ZTS ) 2,792 4,152
ISHARES S&P 500 INDEX FUND ( IVV ) 233,161 391,101

TY 2025 InvestmentsOtherSchedule2
Name:
POWELL FAMILY FOUNDATION NANCY
EIN:
82-4737765
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BNY MELLON FLOATING RATE INCOME FUND AT COST 30,341 30,482
S P D R BLOOMBERG BARCLAYS HIGH AT COST 29,330 26,247
ISHARES JP MORGAN USD EMERGING AT COST 66,280 58,731
ISHARES TR ( IJH ) S & P MIDCAP 400 INDEX FD AT COST 444,302 612,414
ISHARES TR S & P SMALLCAP 600 ( IJR ) AT COST 125,344 180,631
VANGUARD SMALL-CAP VIPERS ( VB ) AT COST 65,362 87,703
ISHARES MSCI EAFE SMALL CAP INDEX ( SCZ ) AT COST 68,902 101,952
ISHARES CORE MSCI EAFE ETF ( IEFA ) AT COST 443,018 633,824
ISHARES MSCI EMERGING MARKETS INDEX ( EEM ) AT COST 66,566 112,156
ISHARES CORE MSCI EMERGING MARKETS ( IEMG ) AT COST 219,957 237,287
VANGUARD REAL ESTATE ETF AT COST 46,648 53,094

TY 2025 LegalFeesSchedule
Name:
POWELL FAMILY FOUNDATION NANCY
EIN:
82-4737765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COZEN O'CONNOR 1,840 920   920


TY 2025 OtherProfessionalFeesSchedule
Name:
POWELL FAMILY FOUNDATION NANCY
EIN:
82-4737765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 22,878 22,878   0


TY 2025 TaxesSchedule
Name:
POWELL FAMILY FOUNDATION NANCY
EIN:
82-4737765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 3,034 0   0
FOREIGN TAXES 2,426 2,426   0