Civic Intelligence

Warren P and Joanne C Powers Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 59-3156041

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile

View Organization Page

1050 Talleyrand AvenueJacksonville, FL 32206

(904) 353-5353

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$96,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 51.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

2.1%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,216,867

Up $140,561 (+13%) from 2016

Net Assets

Up

$1,216,519

Up $140,563 (+13%) from 2016

Liabilities

Down

$348

Down $2 (-0.6%) from 2016

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin85th percentile

Revenue

Up

$186,063

Up $3,831 (+2.1%) from 2016

Expenses

Down

$117,721

Down $22,704 (-16%) from 2016

Net Income

Up

$68,342

Up $26,535 (+63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $988,185Liabilities 2011: $2,5702011Assets 2012: $1,006,536Liabilities 2012: $2,3002012Assets 2013: $1,105,880Liabilities 2013: $2,1732013Assets 2014: $1,066,822Liabilities 2014: $1,3762014Assets 2015: $972,536Liabilities 2015: $1,360Net Assets 2015: $971,1762015Assets 2016: $1,076,306Liabilities 2016: $350Net Assets 2016: $1,075,9562016Assets 2017: $1,216,867Liabilities 2017: $348Net Assets 2017: $1,216,5192017Assets 2018: $965,773Liabilities 2018: $292Net Assets 2018: $965,4812018Assets 2019: $852,399Liabilities 2019: $284Net Assets 2019: $852,1152019Assets 2020: $992,753Liabilities 2020: $272Net Assets 2020: $992,4822020Assets 2021: $886,048Liabilities 2021: $268Net Assets 2021: $885,7802021Assets 2022: $878,218Liabilities 2022: $250Net Assets 2022: $877,9682022Assets 2023: $1,014,748Liabilities 2023: $216Net Assets 2023: $1,016,1772023Assets 2024: $1,012,555Liabilities 2024: $208Net Assets 2024: $1,012,3472024

Highlighted filing

2017

Assets$1,216,867
Liabilities$348
Net Assets$1,216,519
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $223,025Expenses 2011: $241,973Net Income 2011: -$18,9482011Revenue 2012: $282,836Expenses 2012: $375,889Net Income 2012: -$93,0532012Revenue 2013: $168,554Expenses 2013: $162,083Net Income 2013: $6,4712013Revenue 2014: $174,854Expenses 2014: $155,376Net Income 2014: $19,4782014Revenue 2015: $304,795Expenses 2015: $156,776Net Income 2015: $148,0192015Revenue 2016: $182,232Expenses 2016: $140,425Net Income 2016: $41,8072016Revenue 2017: $186,063Expenses 2017: $117,721Net Income 2017: $68,3422017Revenue 2018: $261,256Expenses 2018: $365,536Net Income 2018: -$104,2802018Revenue 2019: $247,851Expenses 2019: $373,611Net Income 2019: -$125,7602019Revenue 2020: $754,192Expenses 2020: $667,531Net Income 2020: $86,6612020Revenue 2021: $332,306Expenses 2021: $450,340Net Income 2021: -$118,0342021Revenue 2022: $699,399Expenses 2022: $560,317Net Income 2022: $139,0822022Revenue 2023: $502,367Expenses 2023: $400,501Net Income 2023: $101,8662023Revenue 2024: $415,696Expenses 2024: $416,406Net Income 2024: -$7102024

Highlighted filing

2017

Revenue$186,063
Expenses$117,721
Net Income$68,342
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE COLLINSExecutive DirectorPT$60,000$36,000$96,000
WARREN P POWERSDirector-$0--
JOANNE C POWERSDirector-$0--
PATRICK D POWERSSecretary-$0--
NANCY POWERSExecutive-$0--
Filing and Contact Details

Filer

Filer Name
Warren P And Joanne C Powers Charitable
EIN
59-3156041
In Care Of
% NANCY POWERS
Phone
9043535353
Address
1050 Talleyrand Avenue, Jacksonville, FL 32206

Signing Officer

Name
Nancy Powers
Title
Executive
Phone
9046522230
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Heinz & Jolles LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CashDeemedCharitableExplnStmt/ShortExplanationTxt0cash held for charitable activities is $17,408 which equals to 1 1/2 % of the fair market value of line 4.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01151153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01151153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - VARIOUS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021370
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt096000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021370
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021370
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt068342
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0391326
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0440
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt068693
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt076444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01772
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011833
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0486
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt090063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0117721
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB 9700 - SEE ATTACHED STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB 9700 - SEE ATTACHED STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB 7481 - SEE ATTACHED STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB 7481 - SEE ATTACHED STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt055627
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01529
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01732
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WARREN P POWERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOANNE C POWERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICK D POWERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY POWERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JANE COLLINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11050 Talleyrand Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28141 EAST KAISER BOULEVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31050 Talleyrand Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41050 Talleyrand Avenue
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ANAHEIM HILLS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.223392
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsstInd0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01050 TALLEYRAND AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032206
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NANCY POWERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09043535353
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM. AMOUNT OF GRANT REQUESTED. PURPOSE OF GRANTEE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NANCY POWERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09043535353
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01050 TALLEYRAND AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED FEDERAL FOOTNOTES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WARREN P POWERS
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt055627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0171853
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt055627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0116226
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0116226
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0171853
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0UNIT INTERNATIONAL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Warren Joanne Powers
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0644 Cesery Blvd Suite 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11050 Talleyrand Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Jacksonville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Jacksonville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd132206
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt136000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0401K MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28
OtherIncomeSchedule2/OtherIncomeDetail/Desc0federal tax refund
OtherIncreasesSchedule/OtherIncreasesDetail/Amt072221
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0350
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0348
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011833
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011833
TaxesSchedule/TaxesDetail/Amt0486
TaxesSchedule/TaxesDetail/Amt14590
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0486
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY POWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum09046522230
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Warren P And Joanne C Powers Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0593156041
ReturnHeader/Filer/InCareOfNm0% NANCY POWERS
ReturnHeader/Filer/PhoneNum09043535353
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 Talleyrand Avenue
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D53BF103103F78F5C4C08C5F3CF3D16428460AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D53BF103103F78F5C4C08C5F3CF3D16428460AD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId059572320181495000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.168.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heinz & Jolles LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010375 Centurion Parkway N Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032256
ReturnHeader/PreparerPersonGrp/PhoneNum09046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M JOLLES
ReturnHeader/ReturnTs02018-05-29T14:50:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,216,867
Liabilities
$348
Net assets
$1,216,519
Revenue
$186,063
Expenses
$117,721
Net income
$68,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.42$0.42$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.02$0.50$0.40$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.70$0.56$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.33$0.45$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.75$0.67$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.25$0.37$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.26$0.37$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.19$0.12$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.18$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.30$0.16$0.15
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.17$0.16$0.02
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.17$0.16$0.01
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.28$0.38$0.09
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.22$0.24$0.02