The Markwalter Family Foundation Inc: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- The Markwalter Family Foundation Inc (EIN 20-0858719)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-29
- IRS object ID
- 201312149349100406
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-29T12:44:32-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200858719 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Markwalter Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 4042331428 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Argone Drive | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John S Markwalter Jr | Name |
| Title | President | Title |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-07-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 116885 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 178924 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1242 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1242 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -2 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 100907 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 54456 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 180164 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55698 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 2124 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 5453 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 184 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5269 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7577 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 184 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5269 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 110500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 110500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 118077 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 184 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 115769 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 62087 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 55514 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 44944 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 29016 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29016 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 21490 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 99505 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 87869 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 66434 | TotalAssetsBOY |
| Total Assets EOY | 128521 | TotalAssetsEOY |
| Total Assets EOYFMV | 116885 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 66434 | RetainedEarningsBOY |
| Retained Earnings EOY | 128521 | RetainedEarningsEOY |
| Total Net Assets BOY | 66434 | TotalNetAssetsBOY |
| Total Net Assets EOY | 128521 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 66434 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 128521 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 66434 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 62087 | ExcessOfRevenueOverExpenses |
| Subtotal | 128521 | Subtotal |
| Total Net Assets Fund Balances EOY | 128521 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 100907 | GrossSalesPrice |
| Cost Or Other Basis | 100909 | CostOrOtherBasis |
| Gain Or Loss | 54456 | GainOrLoss |
| Gains Minus Excess Or Losses | 54456 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 54456 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 60858 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23287 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 002.613389 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 84474 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19185 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 004.403127 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 36104 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15276 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 002.363446 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 65637 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 19284 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 003.403703 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 46093 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 20160 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 002.286359 | DistributionRatioYear5 |
| Total Distribution Ratio | 015.070024 | TotalDistributionRatio |
| Average Distribution Ratio | 003.014005 | AverageDistributionRatio |
| Net Noncharitable Assets | 115368 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 347720 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 555 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 348275 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 115769 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1110 | InvestmentIncomeExciseTax |
| Subtotal | 1110 | Subtotal |
| Tax Based On Investment Income | 1110 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1600 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1600 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 490 | Overpayment |
| Amount Credited To Next Year | 490 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | true | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Juanita Markwalter | ||||||
| 555 Argone Drive | Atlanta | GA | 30305 | Dir | 001.00 | 0 |
| John S Markwalter Jr | ||||||
| 555 Argone Drive | Atlanta | GA | 30305 | Pres / Dir / Sec | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 33737 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 83388 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 117125 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 117125 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1757 | CashDeemedCharitable |
| Net Noncharitable Assets | 115368 | NetNoncharitableAssets |
| Minimum Investment Return | 5768 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5768 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1110 | TaxBasedOnInvestmentIncome |
| Total Tax | 1110 | TotalTax |
| Distributable Amount Before Adj | 4658 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4658 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4658 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 115769 | ExpensesAndContributions |
| Qualifying Distributions | 115769 | QualifyingDistributions |
| Adj Qualifying Distributions | 115769 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4658 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 45393 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 64683 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 35539 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 83983 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 60218 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 289816 | TotalExcessDistriCarryover |
| Qualifying Distributions | 115769 | QualifyingDistributions |
| Applied To Current Year | 4658 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 111111 | RemainingDistriFromCorpus |
| Total Corpus | 400927 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 45393 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 355534 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 64683 | ExcessFromYear4 |
| Excess From Year3 | 35539 | ExcessFromYear3 |
| Excess From Year2 | 83983 | ExcessFromYear2 |
| Excess From Year1 | 60218 | ExcessFromYear1 |
| Excess From Current Year | 111111 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John S Markwalter Jr | ContributingManager |
| Contributing Manager | Juanita Markwalter | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AGAPE COMMUNITY CENTER INC | |||||||
| 2353 BOLTON RD STE 100 | ATLANTA | GA | 30318 | N/A | 509a1 | General Unrestricted | $300 |
| AMERICAN RED CROSS METRO ATL | |||||||
| 1955 MONROE DR NE | ATLANTA | GA | 30324 | N/A | 509a1 | Tiffanys Circle Program | $10,000 |
| AQUINAS HIGH SCHOOL | |||||||
| 1920 HIGHLAND AVE | AUGUSTA | GA | 30904 | N/A | 509a1 | Capital Improvement Fund | $5,000 |
| BIG BROTHERS BIG SISTERS OF METRO ATL | |||||||
| 1382 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | 509a1 | Capital Campaign Pledge | $5,000 |
| CATHEDRAL OF CHRIST THE KING | |||||||
| 2699 PEACHTREE RD NE | ATLANTA | GA | 30305 | N/A | 509a1 | General Unrestricted | $10,000 |
| CHILDREN OF FALLEN PATRIOTS FNDN | |||||||
| PO BOX 181 | OLD GREENWICH | CT | 06870 | N/A | 509a1 | General Unrestricted | $250 |
| DONNELLAN SCHOOL INC | |||||||
| 4449 NORTHSIDE DR NW | ATLANTA | GA | 30327 | N/A | 509a1 | 2012 Annual Fund | $2,500 |
| DONNELLAN SCHOOL INC | |||||||
| 4449 NORTHSIDE DR NW | ATLANTA | GA | 30327 | N/A | 509a1 | Annual Fund | $1,000 |
| GEORGIA TECH ATHLETIC ASSOCIATION | |||||||
| 150 BOBBY DODD WAY NW | ATLANTA | GA | 30332 | N/A | 509a1 | Coaches Committee Program | $10,000 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW STE 400 | ATLANTA | GA | 30308 | N/A | 509a1 | 65th Roll Call Program | $2,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| TEELE HALL SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | 509a1 | HBS Deans Fund | $5,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| TEELE HALL SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | 509a1 | 2011-2012 Annual Fund | $1,000 |
| HINRI LABS INC | |||||||
| 641 LORIDANS DR NE | ATLANTA | GA | 30342 | N/A | 509a1 | General Unrestricted | $3,500 |
| JACOBS LADDER NEURODEVELOPMENTAL | |||||||
| 407 HARDSCRABBLE RD | ROSWELL | GA | 30075 | N/A | 509a1 | General Unrestricted | $5,000 |
| JUVENILE DIABETES RESEARCH FNDN | |||||||
| 3525 PIEDMONT RD | ATLANTA | GA | 30305 | N/A | 509a1 | General Unrestricted | $200 |
| LEGIONARIES OF CHRIST | |||||||
| 590 COLUMBUS AVE | THORNWOOD | NY | 10594 | N/A | 509a1 | General Unrestricted | $250 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RD | ATLANTA | GA | 30319 | N/A | 509a1 | 2011-2012 Annual Fund | $10,000 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RD | ATLANTA | GA | 30319 | N/A | 509a1 | Scoreboard Project | $1,000 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD-DUNWOODY RD | ATLANTA | GA | 30319 | N/A | 509a1 | Marist Capital Campaign Pledge | $20,000 |
| NEW HOPE AFRICAN METHODIST CHURCH | |||||||
| 3012 ARDEN RD NW | ATLANTA | GA | 30305 | N/A | 509a1 | General Unrestricted | $500 |
| OPERATION HOPE | |||||||
| 191 PEACHTREE ST STE 4000 | ATLANTA | GA | 30303 | N/A | 509a1 | General Unrestricted | $5,000 |
| STEER SMART INC | |||||||
| 2835 HOWELL MILL RD NW | ATLANTA | GA | 30327 | N/A | 509a2 | General Unrestricted | $2,500 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 1447 PEACHTREE ST STE 530 | ATLANTA | GA | 30309 | N/A | 509a1 | General Unrestricted | $10,000 |
| UNITED WAY OF MERIDEN-WALLINGFORD | |||||||
| 35 PLEASANT ST STE 1E | MERIDEN | CT | 06450 | N/A | 509a1 | General Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 110500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,242 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,240 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1240 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Markwalter Jr John S | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 178924 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | INVESCO PLC IVZ, 3000 sh. | 78015 | 2012-09-14 |
| 1 | INVESCO PLC IVZ, 4064 sh. | 100909 | 2012-02-22 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 100907 | GrossSalesPrice |
| Basis | 100909 | Basis |
| Total Net | -2 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 125 shares of DISCOVER FINL SVCS COM | 3591 | 4819 |
| 3000 shares of INVESCO PLC | 78015 | 78270 |
| 250 shares of MORGAN STANLEY | 17899 | 4780 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2012, The Markwalter Family Foundation Inc. the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 110,500. This amount represents over 25 of the Foundations net assets of 51,727 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. 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. | Statement |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 5244 | 5244 | |
| Bank Charges | 184 | 184 | |
| State or Local Filing Fees | 25 | 25 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| Estimated Tax for 2012 | $1,600 |
| IRS Excise Tax Payment with 1st ext 990-PF | $524 |