Civic Intelligence

J Marshall & Lucile G Powell Charitable Trust

EIN 52-7106649 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

9th percentile

-52%

Higher net margin than 9% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$30,902

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

82%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,139,026

Down $61,041 (-2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,139,026

Down $61,041 (-2.8%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin9th percentile

Revenue

Up

$116,411

Up $52,575 (+82%) from 2024

Expenses

Up

$177,307

Up $21,150 (+14%) from 2024

Net Income

Up

-$60,896

Up $31,425 (+34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,908,526Liabilities 2011: $02011Assets 2012: $1,861,304Liabilities 2012: $02012Assets 2013: $1,908,318Liabilities 2013: $02013Assets 2014: $2,010,761Liabilities 2014: $02014Assets 2015: $1,987,432Liabilities 2015: $02015Assets 2019: $2,140,717Liabilities 2019: $02019Assets 2020: $2,404,747Liabilities 2020: $0Net Assets 2020: $2,404,7472020Assets 2021: $2,453,487Liabilities 2021: $0Net Assets 2021: $2,453,4872021Assets 2022: $2,382,041Liabilities 2022: $0Net Assets 2022: $2,382,0412022Assets 2023: $2,292,527Liabilities 2023: $0Net Assets 2023: $2,292,5272023Assets 2024: $2,200,067Liabilities 2024: $0Net Assets 2024: $2,200,0672024Assets 2025: $2,139,026Liabilities 2025: $0Net Assets 2025: $2,139,0262025

Highlighted filing

2025

Assets$2,139,026
Liabilities$0
Net Assets$2,139,026
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $203,805Expenses 2011: $120,751Net Income 2011: $83,0542011Revenue 2012: $82,873Expenses 2012: $129,476Net Income 2012: -$46,6032012Revenue 2013: $169,745Expenses 2013: $123,162Net Income 2013: $46,5832013Revenue 2014: $237,082Expenses 2014: $134,476Net Income 2014: $102,6062014Revenue 2015: $124,846Expenses 2015: $148,000Net Income 2015: -$23,1542015Revenue 2019: $173,388Expenses 2019: $161,895Net Income 2019: $11,4932019Revenue 2020: $411,395Expenses 2020: $149,960Net Income 2020: $261,4352020Revenue 2021: $199,620Expenses 2021: $151,361Net Income 2021: $48,2592021Revenue 2022: $101,051Expenses 2022: $172,404Net Income 2022: -$71,3532022Revenue 2023: $73,960Expenses 2023: $163,340Net Income 2023: -$89,3802023Revenue 2024: $63,836Expenses 2024: $156,157Net Income 2024: -$92,3212024Revenue 2025: $116,411Expenses 2025: $177,307Net Income 2025: -$60,8962025

Highlighted filing

2025

Revenue$116,411
Expenses$177,307
Net Income-$60,896
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,139,026
Liabilities
$0
Net assets
$2,139,026
Revenue
$116,411
Expenses
$177,307
Net income
-$60,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.12$0.18$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.06$0.16$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.07$0.16$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.10$0.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.20$0.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.41$0.15$0.26
2019Summary only. Only limited summary data is available for this year.$2.14$0.00$0.17$0.16$0.01
2015Summary only. Only limited summary data is available for this year.$1.99$0.00$0.12$0.15$0.02
2014Summary only. Only limited summary data is available for this year.$2.01$0.00$0.24$0.13$0.10
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$0.17$0.12$0.05
2012Summary only. Only limited summary data is available for this year.$1.86$0.00$0.08$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.20$0.12$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$30,902-$30,902
JAMES DEMINGDist Committee Member-$0--
TOM CREWSDist Committee Member-$0--
JANE R DIETZDist Committee Member-$0--
LARRY B HOOKSDist Committee Member-$0--
Filing and Contact Details

Filer

Filer Name
J Marshall & Lucile G Powell Charitable Trust
EIN
52-7106649
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-12-02
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220825C104 CONOCOPHILLIPS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6726441C204 DUKE ENERGY CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8335671D857 FREEPORT-MCMORAN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91191216100 COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9222160K105 COSTCO WHOLESALE CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93478160104 JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9498978V103 ZOETIS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96631103108 NASDAQ OMX GRP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10367066G104 NVIDIA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10602079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10730303M102 META PLATFORMS INC C
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04635
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026266
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030902
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0140000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0140000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056168
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-60896
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0269810
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00

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