MARK AND GRETA WALKER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARK AND GRETA WALKER FOUNDATION (EIN 45-4005641)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-16
- IRS object ID
- 202141069349100014
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-16T12:50:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832967562 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLIEGEL COLE & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3111 N UNIVERSITY DR STE 621 | AddressLine1Txt |
| City | CORAL SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454005641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK AND GRETA WALKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 3058076517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9124 GRAND PRIX LANE | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33472 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WALKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3058076517 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | WALKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT FLIEGEL | PreparerPersonNm |
| PTIN | P01611811 | PTIN |
| Phone | 9546886967 | PhoneNum |
| Preparation | 2021-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,472 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $53,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,478 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,478 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,950 | CashBOYAmt |
| Cash EOY | $71,472 | CashEOYAmt |
| Cash EOYFMV | $71,472 | CashEOYFMVAmt |
| Total Assets BOY | $49,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $43,069 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,069 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,522 | ExcessRevenueOverExpensesAmt |
| Subtotal | $71,472 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $71,472 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK WALKER | IndividualWithBooksNm |
| Phone | 3058076517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9124 GRAND PRIX LANE | AddressLine1Txt |
| Address Line2 | 9124 GRAND PRIX LANE | AddressLine2Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK WALKER | |||||||||
| 9124 GRAND PRIX LANE | 9124 GRAND PRIX LANE | BOYNTON BEACH | FL | 33472 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| GRETA WALKER | |||||||||
| 9124 GRAND PRIX LANE | 9124 GRAND PRIX LANE | BOYNTON BEACH | FL | 33472 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,367 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $76,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,761 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $3,761 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,761 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,761 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,478 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,478 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $31,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,761 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,520 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,117 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,174 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $226,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,478 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,717 | RemainingDistriFromCorpusAmt |
| Total Corpus | $254,058 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,520 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,538 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,117 | ExcessFromYear4Amt |
| Excess From Year3 | $30,199 | ExcessFromYear3Amt |
| Excess From Year2 | $57,174 | ExcessFromYear2Amt |
| Excess From Year1 | $35,331 | ExcessFromYear1Amt |
| Excess From Current Year | $27,717 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF GREATER MIAMI | |||||||
| BOYS & GIRLS CLUB OF GREATER MIAMI | 2805 SW 32ND AVENUE | 2805 SW 32ND AVENUE | MIAMI | FL | 33133 | CHARITABLE | $10,000 |
| AMERICAN ACADEMY OF FAMILY PHYSICIA | |||||||
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION | 11400 TOMAHAWK CREEK PARK | 11400 TOMAHAWK CREEK PARK | LEAKWOOD | KS | 66211 | CHARITABLE | $2,000 |
| UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI | 1320 S DIXIE HWY | 1320 S DIXIE HWY | CORAL GABLES | FL | 33124 | CHARITABLE | $7,000 |
| FRIENDS OF WLRN | |||||||
| FRIENDS OF WLRN | 169 E FLAGLER ST | 169 E FLAGLER ST | MIAMI | FL | 33131 | CHARITABLE | $1,500 |
| JAFCO | |||||||
| JAFCO | 4200 N UNIVERSITY DR | 4200 N UNIVERSITY DR | FORT LAUDERDALE | FL | 33351 | CHARITABLE | $1,978 |
| THE CLEARITY FOUNDATION | |||||||
| THE CLEARITY FOUNDATION | 434 WEST CEDAR STREET | 434 WEST CEDAR STREET | SAN DIEGO | CA | 92101 | CHARITABLE | $5,000 |
| GABLESTAGE | |||||||
| GABLESTAGE | 1200 ANASTASIA AVE 230 | 1200 ANASTASIA AVE 230 | CORAL GABLE | FL | 33134 | CHARITABLE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,478 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WALKER FAMILY CHARITABLE TRUST | |||||||
| 1 | C/O KRAMER GREEN | HOLLYWOOD | FL | 33021 | $48,000 | Yes (X) | |
| PALM-AIRE CHARITABLE TRUST | |||||||
| 2 | C/O KRAMER GREEN | HOLLYWOOD | FL | 33021 | $5,000 | Yes (X) | 4000 HOLLYWOOD BLVE STE 485S |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |