The Markwalter Family Foundation Inc: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- The Markwalter Family Foundation Inc (EIN 20-0858719)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-02
- IRS object ID
- 201521839349100957
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T14:34:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200858719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Markwalter Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 4042331428 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Argone Drive | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John S Markwalter Jr | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 4042331428 | PhoneNum |
| Signature | 2015-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 4042331428 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,829 | 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 | $104,797 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,124 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,658 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,192 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,129 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,700 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $146,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $146,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $52,028 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $111,671 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,743 | CostOrOtherBasisAmt |
| Gain Or Loss | $97,928 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $97,928 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,928 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,699 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $124,056 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.997122 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,769 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,368 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.003476 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,858 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,287 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.613389 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,474 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,185 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.403127 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,104 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.363446 | DistributionYr5Rt |
| Total Distribution | 11.38056 | TotalDistributionRt |
| Average Distribution | 2.276112 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,069 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $980 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,435 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,959 | SubtotalAmt |
| Tax Based On Investment Income | $1,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $141 | OverpaymentAmt |
| Applied To ES Tax | $141 | AppliedToESTaxAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Juanita Markwalter | ||||||
| 555 Argone Drive | Atlanta | GA | 30305 | Dir | 1.0 | $0 |
| John S Markwalter Jr | ||||||
| 555 Argone Drive | Atlanta | GA | 30305 | Pres / Dir / Sec | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,410 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,959 | TotalTaxAmt |
| Distributable Before Adj | $2,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,444 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,444 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $199,475 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $199,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,444 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $35,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,111 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,244 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $411,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,475 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $196,031 | RemainingDistriFromCorpusAmt |
| Total Corpus | $607,126 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,539 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $571,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,983 | ExcessFromYear4Amt |
| Excess From Year3 | $60,218 | ExcessFromYear3Amt |
| Excess From Year2 | $111,111 | ExcessFromYear2Amt |
| Excess From Year1 | $120,244 | ExcessFromYear1Amt |
| Excess From Current Year | $196,031 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN S MARKWALTER JR | ContributingManagerNm |
| Contributing Manager | JUANITA MARKWALTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS METROPOLITAN ATLANTA CHAPTER | |||||||
| 1955 MONROE DR NE | ATLANTA | GA | 30324 | N/A | PC | Tiffany Circle Bonnie McElveen-Hunter Annual Fund | $10,000 |
| AQUINAS HIGH SCHOOL | |||||||
| 1920 HIGHLAND AVE | AUGUSTA | GA | 30904 | N/A | PC | 2014-2015 Annual Fund | $5,000 |
| AQUINAS HIGH SCHOOL | |||||||
| 1920 HIGHLAND AVE | AUGUSTA | GA | 30904 | N/A | PC | Weight Room | $5,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | Capital Campaign | $3,333 |
| BIG BROTHERS BIG SISTERS OF METRO ATLANTA INC | |||||||
| 1382 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $20,100 |
| CATHEDRAL OF CHRIST THE KING | |||||||
| 2699 PEACHTREE RD NE | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $10,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ATLANTA | |||||||
| 2401 LAKE PARK DR SE | SMYRNA | GA | 30080 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC COMM APPEAL DBA BISHOP'S ANN APPEAL CATHO | |||||||
| 3725 BLACKBURN ST | DALLAS | TX | 75219 | N/A | PC | General & Unrestricted | $500 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE | ATLANTA | GA | 30329 | N/A | PC | Concussion Program | $25,000 |
| COMMUNITY HOSPICE OF NORTHEAST FLORIDA INC | |||||||
| 4266 SUNBEAM RD | JACKSONVILLE | FL | 32257 | N/A | PC | General & Unrestricted | $200 |
| DONNELLAN SCHOOL INC - HOLY SPIRIT PREP SCHOOL | |||||||
| 4449 NORTHSIDE DR NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $10,000 |
| DONNELLAN SCHOOL INC - HOLY SPIRIT PREP SCHOOL | |||||||
| 4449 NORTHSIDE DR NW | ATLANTA | GA | 30327 | N/A | PC | 2014 Annual Fund | $4,000 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW STE 400 | ATLANTA | GA | 30308 | N/A | PC | 67th Roll Call | $2,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 322 W LAMAR ST | ATLANTA | GA | 31709 | N/A | PC | General & Unrestricted | $1,667 |
| HARVARD BUSINESS SCHOOL | |||||||
| TEELE HALL SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | PC | 25th Reunion Pledge | $5,000 |
| IGNATIUS HOUSE | |||||||
| 6700 RIVERSIDE DR NW | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $200 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RDNE | ATLANTA | GA | 30319 | N/A | PC | General & Unrestricted | $200 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RDNE | ATLANTA | GA | 30319 | N/A | PC | 2013-2014 Annual Fund | $10,000 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RDNE | ATLANTA | GA | 30319 | N/A | PC | Capital Campaign | $20,000 |
| NEW HOPE AFRICAN METHODIST EPISCOPAL CHURCH | |||||||
| 3012 ARDEN RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $500 |
| PACE ACADEMY INC | |||||||
| 966 W PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | 2014 Annual Fund | $3,000 |
| THE GEORGE W BUSH PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | N/A | PC | General & Unrestricted | $250 |
| TURNINGPOINT BREAST CANCER REHABILITATION INC | |||||||
| 8010 ROSWELL RD STE 120 | ATLANTA | GA | 30350 | N/A | PC | Charitable Event | $1,000 |
| UNITED STATES FUND FOR UNICEF - SE REGIONAL OFFICE | |||||||
| 1447 PEACHTREE ST STE 530 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $25,000 |
| UNIV OF NOTRE DAME DU LAC - NOTRE DAME'S PRES CRCL | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,479 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,479 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Markwalter Jr John S | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Argonne Drive | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $104,797 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DISCOVER FINL SVCS COM DFS, 1700 sh. | NoncashPropertyDesc |
| Fair Market Value | $104,797 | FairMarketValueAmt |
| Received | 2014-06-10 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $17,899 | EOYBookValueAmt |
| EOYFMV | $9,700 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| State or Local Filing Fees | $25 | $25 | |
| BANK CHARGES | $167 | $167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $1,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $2,100 |
| 990-PF Excise Tax for 2013 | $1,558 |