MARK AND GRETA WALKER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARK AND GRETA WALKER FOUNDATION (EIN 45-4005641)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201411299349100111
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T09:04:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT D COLE CPA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5561 N UNIVERSITY DR STE 104 | AddressLine1 |
| City | CORAL SPRINGS | City |
| State | FL | State |
| ZIP Code | 33067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 12685 HICKORY ROAD | AddressLine1 |
| City | NORTH MIAMI | City |
| State | FL | State |
| ZIP Code | 33181 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WALKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3058076517 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D COLE | PreparerPersonNm |
| PTIN | P01235126 | PTIN |
| Phone | 9547551533 | PhoneNum |
| Preparation | 2014-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,128 | 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 | $42,500 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $42,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $433 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $860 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,399 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,399 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,069 | CashBOYAmt |
| Cash EOY | $27,127 | CashEOYAmt |
| Cash EOYFMV | $27,128 | CashEOYFMVAmt |
| Total Assets BOY | $43,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $43,069 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,069 | CapitalStockEOYAmt |
| Retained Earning EOY | -$15,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,127 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,127 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,462 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,891 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.087810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $311 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 10.450161 | DistributionYr2Rt |
| Total Distribution | 11.537971 | TotalDistributionRt |
| Average Distribution | 5.768986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,573 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $199,451 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,451 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,582 | QualifyingDistributionsAmt |
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 | Yes (true) | 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 | 12685 HICKORY ROAD | AddressLine1 |
| Address Line2 | 12685 HICKORY ROAD | AddressLine2 |
| City | NORTH MIAMI | City |
| State | FL | State |
| ZIP Code | 33181 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK WALKER | |||||||||
| 12685 HICKORY ROAD | 12685 HICKORY ROAD | NORTH MIAMI | FL | 33181 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GRETA WALKER | |||||||||
| 12685 HICKORY ROAD | 12685 HICKORY ROAD | NORTH MIAMI | FL | 33181 | VICE PRESIDE | 1.00 | $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 | $35,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,099 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $35,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,729 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,729 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,729 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,582 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,582 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,582 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,729 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $3,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,582 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,853 | RemainingDistriFromCorpusAmt |
| Total Corpus | $77,654 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $77,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,234 | ExcessFromYear2Amt |
| Excess From Year1 | $18,567 | ExcessFromYear1Amt |
| Excess From Current Year | $55,853 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEMPLE ISRAEL OF MIAMI | |||||||
| TEMPLE ISRAEL OF MIAMI | 137 NE 19TH STREET | 137 NE 19TH STREET | MIAMI | FL | 33132 | CHARITABLE | $5,125 |
| JAFCO | |||||||
| JAFCO | 4200 N UNIVERSITY DRIVE | 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | CHARITABLE | $500 |
| MIAMI COUNTRY DAY SCHOOL | |||||||
| MIAMI COUNTRY DAY SCHOOL | 601 NE 107TH STREET | 601 NE 107TH STREET | MIAMI | FL | 33161 | CHARITABLE | $11,735 |
| BOYS & GIRLS CLUB OF GREATER MIAMI | |||||||
| BOYS & GIRLS CLUB OF GREATER MIAMI | 2805 SW 32ND AVENUE | 2805 SW 32ND AVENUE | MIAMI | FL | 33133 | CHARITABLE | $9,890 |
| AISH HATORAH | |||||||
| AISH HATORAH | 4010 N 46TH AVE | 4010 N 46TH AVE | HOLLYWOOD | FL | 33021 | CHARITABLE | $59 |
| AMERICAN HEART ASSOCIATION | |||||||
| AMERICAN HEART ASSOCIATION | 7272 GREENVILLE AVE | 7272 GREENVILLE AVE | DALLAS | TX | 75231 | CHARITABLE | $150 |
| FRIENDS OF WLRN | |||||||
| FRIENDS OF WLRN | 169 E FLAGLER ST | 169 E FLAGLER ST | MIAMI | FL | 33131 | CHARITABLE | $2,400 |
| HEIDI HEWES WCA | |||||||
| HEIDI HEWES WCA | MIAMI SHORES | MIAMI SHORES | MIAMI SHORES | FL | 33133 | CHARITABLE | $40 |
| LOS CAMINOS DE ISRAEL | |||||||
| LOS CAMINOS DE ISRAEL | PO BOX 813506 | PO BOX 813506 | HOLLYWOOD | FL | 33081 | CHARITABLE | $500 |
| UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI | 1320 S DIXIE HWY | 1320 S DIXIE HWY | CORAL GABLES | FL | 33124 | CHARITABLE | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,399 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WALKER FAMILY CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12685 HICKORY ROAD | AddressLine1 |
| City | NORTH MIAMI | City |
| State | FL | State |
| ZIP Code | 33181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| MARK WALKER |
| GRETA WALKER |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $433 | LegalFeesAmt |
| Disbursements Charitable Prps | $433 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $860 | $860 |