The Markwalter Family Foundation Inc: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Markwalter Family Foundation Inc (EIN 20-0858719)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201441189349100224
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T16:11:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 200858719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Markwalter Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John S Markwalter Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| 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 | $139,396 | 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 | $136,760 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,395 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,618 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,562 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $99,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,834 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $128,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,396 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $128,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $146,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,531 | ExcessRevenueOverExpensesAmt |
| Subtotal | $146,052 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $146,052 | 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 | $219,925 | GrossSalesPriceAmt |
| Cost Or Other Basis | $82,530 | CostOrOtherBasisAmt |
| Gain Or Loss | $137,395 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $137,395 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,395 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,769 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $115,368 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.003476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,858 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.613389 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,474 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,185 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.403127 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,104 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.363446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,637 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,284 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.403703 | DistributionYr5Rt |
| Total Distribution | 13.787141 | TotalDistributionRt |
| Average Distribution | 2.757428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $124,056 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $342,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,374 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $343,449 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,699 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,748 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,748 | SubtotalAmt |
| Tax Based On Investment Income | $2,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,190 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,190 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,558 | TaxDueAmt |
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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Juanita Markwalter | ||||||||
| 555 Argone Drive | Atlanta | GA | 30305 | Dir | 1.0 | $0 | $0 | $0 |
| John S Markwalter Jr | ||||||||
| 555 Argone Drive | Atlanta | GA | 30305 | Pres / Dir / Sec | 1.0 | $0 | $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 | $19,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,945 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,748 | TotalTaxAmt |
| Distributable Before Adj | $3,455 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,455 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,455 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,699 | 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 | $123,699 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $123,699 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,455 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $64,683 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,218 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,699 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,455 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,244 | RemainingDistriFromCorpusAmt |
| Total Corpus | $475,778 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $64,683 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $411,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,539 | ExcessFromYear4Amt |
| Excess From Year3 | $83,983 | ExcessFromYear3Amt |
| Excess From Year2 | $60,218 | ExcessFromYear2Amt |
| Excess From Year1 | $111,111 | ExcessFromYear1Amt |
| Excess From Current Year | $120,244 | 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 |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 9900 DR MARTIN LUTHER KING JR ST | ST PETERSBURG | FL | 33716 | N/A | PC | General & Unrestricted | $200 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSN - GA CHAPTER | |||||||
| 1955 CLIFF VALLEY WAY NE STE 116 | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $200 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | Capital Campaign | $3,333 |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | Center for Mind-Brain Restoration Parkinson's Project | $3,333 |
| BIG BROTHERS BIG SISTERS OF METRO ATLANTA INC | |||||||
| 1382 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | BIOLOGICAL PACEMAKER RESEARCH | $10,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | Fund-an-Item Program | $1,750 |
| COVENANT HOUSE GEORGIA INC | |||||||
| 2488 LAKEWOOD AVE SW | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $300 |
| CURE CHILDHOOD CANCER INC | |||||||
| 1117 PERIMETER CENTER W STE N4 | ATLANTA | GA | 30338 | N/A | PC | Press On To CURE Childhood Cancer | $250 |
| DONNELLAN SCHOOL INC - HOLY SPIRIT PREP SCHOOL | |||||||
| 4449 NORTHSIDE DR NW | ATLANTA | GA | 30327 | N/A | PC | Charitable Event | $1,500 |
| EAST TENNESSEE FOUNDATION | |||||||
| 625 MARKET ST STE 1400 | KNOXVILLE | TN | 37902 | N/A | PC | General & Unrestricted | $200 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW STE 400 | ATLANTA | GA | 30308 | N/A | PC | 66th Annual Roll Call | $2,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 270 PEACHTREE ST NW STE 1300 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,667 |
| HARVARD BUSINESS SCHOOL | |||||||
| TEELE HALL SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | PC | 2013 Annual Fund | $1,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| TEELE HALL SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | PC | HBS Dean's Fund | $5,000 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RDNE | ATLANTA | GA | 30319 | N/A | PC | 2012-2013 Annual Fund | $10,000 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RDNE | ATLANTA | GA | 30319 | N/A | PC | Scoreboard Fund | $500 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RDNE | ATLANTA | GA | 30319 | N/A | PC | Marist Capital Campaign | $20,000 |
| NORTHSIDE YOUTH ORGANIZATION INC | |||||||
| PO BOX 420486 | ATLANTA | GA | 30342 | N/A | PC | Team NYO Capital Campaign | $1,000 |
| OPERATION HOPE | |||||||
| 191 PEACHTREE ST STE 4000 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $5,000 |
| OPERATION HOPE | |||||||
| 191 PEACHTREE ST STE 4000 | ATLANTA | GA | 30303 | N/A | PC | Hope Global Summit Program | $1,500 |
| PACE ACADEMY INC | |||||||
| 966 W PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | Booster Club Membership | $200 |
| PEACHTREE ROAD UNITED METHODIST CHURCH | |||||||
| 3180 PEACHTREE RD NW | ATLANTA | GA | 30305 | N/A | PC | Children's Outreach Ministries Program | $300 |
| ROBERT W WOODRUFF ARTS CNTR - ALLIANCE THEATRE CO | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $5,000 |
| ROBERT W WOODRUFF ARTS CNTR - ALLIANCE THEATRE CO | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | Charitable Event | $1,000 |
| SHEPHERD CENTER INC | |||||||
| 2020 PEACHTREE RD NE | ATLANTA | GA | 30309 | N/A | PC | Assistive Technology Campaign | $10,000 |
| STEER SMART INC | |||||||
| 2835 HOWELL MILL RD NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $1,500 |
| THE CA PATRONS OF THE ARTS IN THE VATICAN MUSUEMS | |||||||
| 301 N LAKE AVE STE 900 | PASADENA | CA | 91101 | N/A | PC | General & Unrestricted | $1,000 |
| THE ROSWELL UNITED METHODIST CHURCH FOUNDATION INC | |||||||
| 814 MIMOSA BLVD | ROSWELL | GA | 30075 | N/A | PC | General & Unrestricted | $500 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFC | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $250 |
| UNIVERSITY OF NOTRE DAME DU LAC | |||||||
| 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 | $118,483 | 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 | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151 | 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 | $5,150 | 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 | $5,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,373 | 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 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $136,760 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INVESCO PLC IVZ, 4000 sh. | NoncashPropertyDesc |
| Fair Market Value | $136,760 | FairMarketValueAmt |
| Received | 2013-05-29 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DISCOVER FINL SVCS COM | $3,591 | $6,994 |
| MORGAN STANLEY | $17,899 | $7,840 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,191 | $5,191 | |
| Bank Charges | $203 | $203 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | CategoryTxt |
| Amt | $700 | Amt |