2024-05-02T11:41:38-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 473667392 The Robertson Powell Foundation % Foundation Source ROBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIANE POWELL PRESIDENT 8008391754 2024-04-23 true DIANE POWELL 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 2311406 X 0 X 1115 1115 99489 99489 16346 156598 45171 116950 145775 0 19097 19097 906 4713 4713 13900 13900 38616 19097 18613 161000 161000 199616 19097 179613 -82666 126678 31561 47097 47097 39684 19980 19898 2096623 2018125 2244411 2167868 2085202 2311406 0 0 X 2167868 2085202 2167868 2085202 2167868 2085202 2167868 -82666 2085202 2085202 Publicly-traded Securities 156598 111427 45171 45171 45171 1761 1761 1761 800 0 800 X 0 961 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Andrew KW Powell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Diane V Powell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Evan WA Powell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 2246481 45233 0 2291714 0 2291714 34376 2257338 112867 112867 1761 1761 111106 111106 111106 179613 0 0 0 0 179613 111106 2021 2020 2019 44449 89011 15274 148734 179613 111106 68507 217241 0 44449 172792 89011 15274 68507 Andrew KW Powell Diane V Powell X CHESAPEAKE SHAKESPEARE COMPANY 7 S CALVERT ST BALTIMORE MD 21202 N/A PC General & Unrestricted 1000 HYPERSOMNIA FOUNDATION 4514 CHAMBLEE DUNWOODY RD 229 ATLANTA GA 30338 N/A PC General & Unrestricted 145000 LILLIANS LIST FOUNDATION 3117 POPLARWOOD CT STE 130 RALEIGH NC 27604 N/A PC General & Unrestricted 4000 WOMENS FUND OF SANTA BARBARA 133 E DE LA GUERRA ST 15 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 11000 161000 14 1115 14 99489 18 16346 116950 116950 false false false false false false false false false false AAM/BAHL & GAYNOR INCOME GROWT 112215 170823 ACLARIS THERAPEUTICS INC 67800 4200 ALPHA CENTRIC INCOME OPPORTUNI 160000 109601 AMERICAN BEACON THE LONDON CO 53069 71588 ANGEL OAK FINANCIAL STRATEGIES 85036 60146 AVE MARIA RISING DIVIDEND FUND 83032 103304 BROOKFIELD REAL ASSETS INCOME 59903 34075 CBRE CLARION GLOBAL REAL ESTAT 121538 100868 COLUMBIA MORTGAGE OPPORTUNITIE 61891 49372 CULLEN HIGH DIVIDEND EQ FD I 173694 141234 DOUBLELINE YIELD OPPORTUNITIES 19967 21338 EVENTIDE GILEAD FUND INSTITUTI 172317 211592 ISHARE DJ INTL SEL DIV INDEX 55238 49402 ISHARE SP SMALL CAP 600 INDEX 49488 77074 ISHARES S&P 500 INDEX FD 71224 107467 ISHARES TRUST RUSSELL 1000 GRO 119106 275581 ISHARES TRUST RUSSELL 1000 VAL 136727 196482 LORD ABBETT CREDIT OPPORTUNITI 20237 19994 PARNASSUS ENDEAVOR FUND INSTIT 83605 117956 PARNASSUS EQUITY INCOME FUND I 94806 126610 POPLAR FOREST PARTNERS FUND IN 132696 126629 TORTOISE MLP ENERGY INCOME FUN 84536 69075 19980 19898 Administrative Fees 13875 13875 State or Local Filing Fees 25 25 Investment Management Services 19097 19097 990-PF Estimated Tax for 2023 800 990-PF Excise Tax for 2022 106