STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARK AND GRETA WALKER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MARK AND GRETA WALKER FOUNDATION (EIN 45-4005641)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-09
IRS object ID
202041009349100009
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2020-04-09T14:21:37-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650654279PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT D COLE CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13111 N UNIVERSITY DR STE 621AddressLine1Txt
CityCORAL SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33065ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454005641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK AND GRETA WALKER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone3058076517PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13772 NE 207TH TERAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WALKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3058076517PhoneNum
Signature2020-04-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT D COLEPreparerPersonNm
PTINP01235126PTIN
Phone9547551533PhoneNum
Preparation2020-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$49,950FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$53,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$53,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$560OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$560OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,560TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,560TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,301ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,301ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,861TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,861TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,139ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,811CashBOYAmt
Cash EOY$49,950CashEOYAmt
Cash EOYFMV$49,950CashEOYFMVAmt
Total Assets BOY$34,811TotalAssetsBOYAmt
Total Assets EOY$49,950TotalAssetsEOYAmt
Total Assets EOYFMV$49,950TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$43,069CapitalStockBOYAmt
Capital Stock EOY$43,069CapitalStockEOYAmt
Retained Earning BOY-$8,258RetainedEarningBOYAmt
Retained Earning EOY$6,881RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$34,811TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,950TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$49,950TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,811TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,139ExcessRevenueOverExpensesAmt
Subtotal$49,950SubtotalAmt
Tot Net Ast Or Fund Balances EOY$49,950TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$59,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$45,515NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.306163DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,262AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$41,262NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.781882DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,918AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,025NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.718751DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,253AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$34,666NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.305400DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,133AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$32,525NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.848824DistributionYr5Rt
Total Distribution6.961020TotalDistributionRt
Average Distribution1.392204AverageDistributionRt
Net Vl Noncharitable Assets$50,601NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$70,447AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$70,447AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,861QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK WALKERBusinessNameLine1Txt
Business Name Line2MARK & GRETA WALKER FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone3058076517PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13772 NE 207TH TERAddressLine1Txt
Address Line23772 NE 207TH TERAddressLine2Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33180ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK WALKER
3772 NE 207TH TERRACE3772 NE 207TH TERRACEMIAMIFL33180PRESIDENT2.00$0$0$0
GRETA WALKER
3772 NE 207TH TERRACE3772 NE 207TH TERRACEMIAMIFL33180VICE PRESIDE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,372AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,372TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$51,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$771CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,530MinimumInvestmentReturnAmt
Distributable Before Adj$2,530DistributableBeforeAdjAmt
Distributable Before Ded$2,530DistributableBeforeDedAmt
Distributable As Adjusted$2,530DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,861ExpensesAndContributionsAmt
Qualifying Distributions$37,861QualifyingDistributionsAmt
Adjusted Qualifying Distri$37,861AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,530DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$58,507ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,520ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,117ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,199ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,174ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$249,517TotalExcessDistributionCyovAmt
Qualifying Distributions$37,861QualifyingDistributionsAmt
Applied To Current Year$2,530AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,331RemainingDistriFromCorpusAmt
Total Corpus$284,848TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$58,507ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$226,341ExcessDistriCyovToNextYrAmt
Excess From Year4$43,520ExcessFromYear4Amt
Excess From Year3$60,117ExcessFromYear3Amt
Excess From Year2$30,199ExcessFromYear2Amt
Excess From Year1$57,174ExcessFromYear1Amt
Excess From Current Year$35,331ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TEMPLE ISRAEL OF MIAMI
TEMPLE ISRAEL OF MIAMI137 NE 19TH STREET137 NE 19TH STREETMIAMIFL33132CHARITABLE$9,540
BOYS & GIRLS CLUB OF GREATER MIAMI
BOYS & GIRLS CLUB OF GREATER MIAMI2805 SW 32ND AVENUE2805 SW 32ND AVENUEMIAMIFL33133CHARITABLE$12,000
AMERICAN ACADEMY OF FAMILY PHYSICIA
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION11400 TOMAHAWK CREEK PARK11400 TOMAHAWK CREEK PARKLEAKWOODKS66211CHARITABLE$2,000
UNIVERSITY OF MIAMI
UNIVERSITY OF MIAMI1320 S DIXIE HWY1320 S DIXIE HWYCORAL GABLESFL33124CHARITABLE$3,000
FRIENDS OF WLRN
FRIENDS OF WLRN169 E FLAGLER ST169 E FLAGLER STMIAMIFL33131CHARITABLE$1,300
JAFCO
JAFCO4200 N UNIVERSITY DR4200 N UNIVERSITY DRFORT LAUDERDALEFL33351CHARITABLE$361
THE CLEARITY FOUNDATION
THE CLEARITY FOUNDATION434 WEST CEDAR STREET434 WEST CEDAR STREETSAN DIEGOCA92101CHARITABLE$5,000
AMERICAN CANCER SOCIETY
AMERICAN CANCER SOCIETY3363 W COMMERCIAL BLVD3363 W COMMERCIAL BLVDFORT LAUDERDALEFL33309CHARITABLE$100
INDIGENOUS METABOLIC DISEASE NETWOR
INDIGENOUS METABOLIC DISEASE NETWORK7627 SW 102 PLACE7627 SW 102 PLACEMIAMIFL33173CHARITABLE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,301TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2Txt
WALKER FAMILY CHARITABLE TRUST
1C/O KRAMER GREENHOLLYWOODFL33021$48,000Yes (X)
PALM-AIRE CHARITABLE TRUST
2C/O KRAMER GREENHOLLYWOODFL33021$5,000Yes (X)4000 HOLLYWOOD BLVE STE 485S

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSES$560$560