STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARK AND GRETA WALKER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MARK AND GRETA WALKER FOUNDATION (EIN 45-4005641)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-05
IRS object ID
201631269349101023
Schema version
2015v2.1
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)
Return2016-05-05T16:14:30-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line15561 N UNIVERSITY DR STE 104AddressLine1Txt
CityCORAL SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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 Line112685 HICKORY ROADAddressLine1Txt
CityNORTH MIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33181ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WALKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3058076517PhoneNum
Signature2016-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT D COLEPreparerPersonNm
PTINP01235126PTIN
Phone9547551533PhoneNum
Preparation2016-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,441FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$55,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$55,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$276LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$276LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$51OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$51OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,327TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,926ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,926ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,253TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,253TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,747ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,694CashBOYAmt
Cash EOY$29,441CashEOYAmt
Cash EOYFMV$29,441CashEOYFMVAmt
Total Assets BOY$19,694TotalAssetsBOYAmt
Total Assets EOY$29,441TotalAssetsEOYAmt
Total Assets EOYFMV$29,441TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$43,069CapitalStockBOYAmt
Capital Stock EOY$43,069CapitalStockEOYAmt
Retained Earning BOY-$23,375RetainedEarningBOYAmt
Retained Earning EOY-$13,628RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,441TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,441TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,747ExcessRevenueOverExpensesAmt
Subtotal$29,441SubtotalAmt
Tot Net Ast Or Fund Balances EOY$29,441TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$60,133AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,525NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.848824DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,582AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$34,573NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.665519DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,462AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,891NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.087810DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$311NetVlNoncharitableAssetsYr4Amt
Distribution Yr410.450161DistributionYr4Rt
Total Distribution15.052314TotalDistributionRt
Average Distribution3.763079AverageDistributionRt
Net Vl Noncharitable Assets$34,666NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$130,451AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$130,451AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,253QualifyingDistributionsAmt

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 GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK WALKERIndividualWithBooksNm
Phone3058076517PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112685 HICKORY ROADAddressLine1Txt
Address Line212685 HICKORY ROADAddressLine2Txt
CityNORTH MIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33181ZIPCd
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

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
12685 HICKORY ROAD12685 HICKORY ROADNORTH MIAMIFL33181PRESIDENT2.00$0$0$0
GRETA WALKER
12685 HICKORY ROAD12685 HICKORY ROADNORTH MIAMIFL33181VICE 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$35,194AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,194TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$35,194AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$528CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,666NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,733MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,733MinimumInvestmentReturnAmt
Distributable Before Adj$1,733DistributableBeforeAdjAmt
Distributable Before Ded$1,733DistributableBeforeDedAmt
Distributable As Adjusted$1,733DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,253ExpensesAndContributionsAmt
Qualifying Distributions$45,253QualifyingDistributionsAmt
Adjusted Qualifying Distri$45,253AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,733DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$3,234ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,567ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,853ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$58,507ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$136,161TotalExcessDistributionCyovAmt
Qualifying Distributions$45,253QualifyingDistributionsAmt
Applied To Current Year$1,733AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,520RemainingDistriFromCorpusAmt
Total Corpus$179,681TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$179,681ExcessDistriCyovToNextYrAmt
Excess From Year4$3,234ExcessFromYear4Amt
Excess From Year3$18,567ExcessFromYear3Amt
Excess From Year2$55,853ExcessFromYear2Amt
Excess From Year1$58,507ExcessFromYear1Amt
Excess From Current Year$43,520ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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$9,803
JAFCO
JAFCO4200 N UNIVERSITY DRIVE4200 N UNIVERSITY DRIVESUNRISEFL33351CHARITABLE$1,038
MIAMI COUNTRY DAY SCHOOL
MIAMI COUNTRY DAY SCHOOL601 NE 107TH STREET601 NE 107TH STREETMIAMIFL33161CHARITABLE$5,475
BOYS & GIRLS CLUB OF GREATER MIAMI
BOYS & GIRLS CLUB OF GREATER MIAMI2805 SW 32ND AVENUE2805 SW 32ND AVENUEMIAMIFL33133CHARITABLE$6,900
AISH HATORAH
AISH HATORAH4010 N 46TH AVE4010 N 46TH AVEHOLLYWOODFL33021CHARITABLE$118
AMERICAN ACADEMY OF FAMILY PHYSICIA
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION11400 TOMAHAWK CREEK PARK11400 TOMAHAWK CREEK PARKLEAKWOODKS66211CHARITABLE$3,600
UNIVERSITY OF MIAMI
UNIVERSITY OF MIAMI1320 S DIXIE HWY1320 S DIXIE HWYCORAL GABLESFL33124CHARITABLE$10,300
FRIENDS OF WLRN
FRIENDS OF WLRN169 E FLAGLER ST169 E FLAGLER STMIAMIFL33131CHARITABLE$1,420
THE KEY CLUBHOUSE
THE KEY CLUBHOUSE1400 NW 54TH ST STE 1021400 NW 54TH ST STE 102MIAMIFL33142CHARITABLE$350
AMERICAN HEART ASSOCIATION
AMERICAN HEART ASSOCIATION2600 SW 3RD AVE 9002600 SW 3RD AVE 900MIAMIFL33129CHARITABLE$50
MIAMI CHILDREN'S HOSPITAL
MIAMI CHILDREN'S HOSPITAL3100 SW 62 AVE3100 SW 62 AVEMIAMIFL33155CHARITABLE$422
FLORIDA ACADEMY OF FAMILY PHYSICIAN
FLORIDA ACADEMY OF FAMILY PHYSICIANS6720 ATLANTIC BLVD6720 ATLANTIC BLVDJACKSONVILLEFL32211CHARITABLE$900
FIU COLLEGE OF MEDICINE
FIU COLLEGE OF MEDICINE11200 SW 8TH ST11200 SW 8TH STMIAMIFL33199CHARITABLE$550
WAKE FOREST UNIVERSITY HILLEL
WAKE FOREST UNIVERSITY HILLELPO BOX 7204PO BOX 7204WINSTONSALEMNC27109CHARITABLE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,926TotalGrantOrContriPdDurYrAmt

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
112685 HICKORY ROADNORTH MIAMIFL33181$50,000Yes (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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$276LegalFeesAmt
Disbursements Charitable Prps$276DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MEETING EXPENSE$51$51