2016-11-08T14:04:41-06:00 2015-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2015-01-01 200858719 The Markwalter Family Foundation Inc % Foundation Source MARK 4042331428 555 Argonne Drive Atlanta GA 30305 JOHN S MARKWALTER JR president 4042331428 2016-10-26 true Jeffrey D Haskell P01345770 8008391754 2015 2017-02-10 21:41:12Z X 39689 X 121985 22 22 625 625 -7291 90698 61833 115341 62480 0 47 47 1400 5025 5025 6472 47 5025 114166 114166 120638 47 119191 -5297 62433 34129 4836 4836 17899 41895 34853 52028 46731 39689 0 X 52028 46731 52028 46731 52028 46731 52028 -5297 46731 46731 Publicly-traded Securities 90698 28865 61833 61833 61833 false 199475 88069 2.264985 123699 124056 0.997122 115769 115368 1.003476 60858 23287 2.613389 84474 19185 4.403127 11.282099 2.25642 48589 109637 624 110261 119191 X 624 624 624 1541 1541 X 917 917 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false Juanita Markwalter 555 Argonne Drive Atlanta GA 30305 Dir 1.0 0 0 0 John S Markwalter Jr 555 Argonne Drive Atlanta GA 30305 Pres / Dir / Sec 1.0 0 0 0 28195 21134 0 49329 0 49329 740 48589 2429 2429 624 624 1805 1805 1805 119191 0 0 0 0 119191 624 118567 1805 2013 2012 2011 83983 60218 111111 120244 196031 571587 119191 1805 117386 688973 0 83983 604990 60218 111111 120244 196031 117386 John S Markwalter Jr Juanita Markwalter X AGAPE COMMUNITY CENTER INC 2353 BOLTON RD STE 100 ATLANTA GA 30318 N/A PC General & Unrestricted 200 AMERICAN CANCER SOCIETY INC 250 WILLIAMS ST NW ATLANTA GA 30303 N/A PC Circle of Honor - Bobby Cremins Hope Lodge Fund 5000 AMERICAN RED CROSS METROPOLITAN ATLANTA CHAPTER 1955 MONROE DR NE ATLANTA GA 30324 N/A PC Tiffany Circle Fund 10000 ATLANTA HISTORICAL SOCIETY INC 130 W PACES FERRY RD NW ATLANTA GA 30305 N/A PC CAMPAIGN FOR THE ATLANTA HISTORY CENTER 3333 BETA PSI FOUNDATION INC 1170 PEACHTREE ST NE STE 8 ATLANTA GA 30309 N/A PC General & Unrestricted 1500 BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVE BOSTON MA 02215 N/A PC Center for Mind-Brain Restoration Fund 3333 BIG BROTHERS BIG SISTERS OF METRO ATLANTA INC 1382 PEACHTREE ST NE ATLANTA GA 30309 N/A PC Capital Campaign 10000 DONNELLAN SCHOOL INC - HOLY SPIRIT PREP SCHOOL 4449 NORTHSIDE DR NW ATLANTA GA 30327 N/A PC General & Unrestricted 5000 EMORY UNIVERSITY - HOSPITAL MIDTOWN 1440 CLIFTON RD ATLANTA GA 30322 N/A PC leukemia program 200 GEORGIA TECH FOUNDATION INC 760 SPRING ST NW STE 400 ATLANTA GA 30308 N/A PC General & Unrestricted 2500 MARIST SCHOOL 3790 ASHFORD-DUNWOODY RD NE ATLANTA GA 30319 N/A PC General & Unrestricted 100 MARIST SCHOOL 3790 ASHFORD-DUNWOODY RD NE ATLANTA GA 30319 N/A PC 2014-2015 Annual Fund 10000 MUSCULAR DYSTROPHY ASSOC-GREATER GEORGIA CHAPTER 1990 LAKESIDE PKWY STE 100 TUCKER GA 30084 N/A PC General & Unrestricted 10000 PACE ACADEMY INC 966 W PACES FERRY RD NW ATLANTA GA 30327 N/A PC 2014-15 Pace Fund 3000 UNIVERSITY OF NOTRE DAME DU LAC 168 HURLEY HALL UNIVERSITY OF NOTR NOTRE DAME IN 46556 N/A PC Markwalter Family Endowment for Excellence Fund 25000 UNIV OF NOTRE DAME DU LAC - NOTRE DAME'S PRES CRCL 1100 GRACE HALL NOTRE DAME IN 46556 N/A PC General & Unrestricted 25000 114166 14 22 14 625 18 -7291 -6644 -6644 false false false false false false false false false false X X 1 Markwalter Jr John S 3290 Northside Parkway Atlanta GA 30327 121985 X 1 INVESCO PLC IVZ, 1041 sh. 41895 2015-05-27 1 INVESCO PLC IVZ, 2000 sh. 80090 2015-04-07 INVESCO PLC 41895 34853 This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $114,166. This amount represents over 25% of the Foundation's net assets of $43,829 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 5000 5000 State or Local Filing Fees 25 25 Investment Management Services 47 47 990-PF Estimated Tax for 2015 1400