2013-07-29T12:44:32-00:00 2012-12-31 Foundation Source One Hollow Lane Suite 212 Lake Success NY 11042 990PF 2012-01-01 200858719 The Markwalter Family Foundation Inc MARK 4042331428 555 Argone Drive Atlanta GA 30305 John S Markwalter Jr 2013-07-29 true Jeffrey D Haskell 8008391754 2013-07-29 2012 2016-02-25 16:41:14Z X 116885 X 178924 1242 1242 -2 100907 54456 180164 55698 2124 5453 184 5269 7577 184 5269 110500 110500 118077 184 115769 62087 55514 44944 29016 29016 21490 99505 87869 66434 128521 116885 0 X 66434 128521 66434 128521 66434 128521 66434 62087 128521 128521 Publicly-traded Securities 100907 100909 54456 54456 54456 false 60858 23287 002.613389 84474 19185 004.403127 36104 15276 002.363446 65637 19284 003.403703 46093 20160 002.286359 015.070024 003.014005 115368 347720 555 348275 115769 1110 1110 1110 1600 1600 1600 X 490 490 false false false false false false true true true true false false false false true co Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false Juanita Markwalter 555 Argone Drive Atlanta GA 30305 001.00 0 John S Markwalter Jr 555 Argone Drive Atlanta GA 30305 001.00 0 33737 83388 0 117125 117125 1757 115368 5768 5768 1110 1110 4658 4658 4658 115769 115769 115769 4658 45393 64683 35539 83983 60218 289816 115769 4658 111111 400927 0 45393 355534 64683 35539 83983 60218 111111 John S Markwalter Jr Juanita Markwalter X 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 10000 AQUINAS HIGH SCHOOL 1920 HIGHLAND AVE AUGUSTA GA 30904 N/A 509a1 Capital Improvement Fund 5000 BIG BROTHERS BIG SISTERS OF METRO ATL 1382 PEACHTREE ST NE ATLANTA GA 30309 N/A 509a1 Capital Campaign Pledge 5000 CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE RD NE ATLANTA GA 30305 N/A 509a1 General Unrestricted 10000 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 2500 DONNELLAN SCHOOL INC 4449 NORTHSIDE DR NW ATLANTA GA 30327 N/A 509a1 Annual Fund 1000 GEORGIA TECH ATHLETIC ASSOCIATION 150 BOBBY DODD WAY NW ATLANTA GA 30332 N/A 509a1 Coaches Committee Program 10000 GEORGIA TECH FOUNDATION INC 760 SPRING ST NW STE 400 ATLANTA GA 30308 N/A 509a1 65th Roll Call Program 2000 HARVARD BUSINESS SCHOOL TEELE HALL SOLDIERS FIELD BOSTON MA 02163 N/A 509a1 HBS Deans Fund 5000 HARVARD BUSINESS SCHOOL TEELE HALL SOLDIERS FIELD BOSTON MA 02163 N/A 509a1 2011-2012 Annual Fund 1000 HINRI LABS INC 641 LORIDANS DR NE ATLANTA GA 30342 N/A 509a1 General Unrestricted 3500 JACOBS LADDER NEURODEVELOPMENTAL 407 HARDSCRABBLE RD ROSWELL GA 30075 N/A 509a1 General Unrestricted 5000 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 10000 MARIST SCHOOL 3790 ASHFORD-DUNWOODY RD ATLANTA GA 30319 N/A 509a1 Scoreboard Project 1000 MARIST SCHOOL 3790 ASHFORD-DUNWOODY RD ATLANTA GA 30319 N/A 509a1 Marist Capital Campaign Pledge 20000 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 5000 STEER SMART INC 2835 HOWELL MILL RD NW ATLANTA GA 30327 N/A 509a2 General Unrestricted 2500 UNITED STATES FUND FOR UNICEF 1447 PEACHTREE ST STE 530 ATLANTA GA 30309 N/A 509a1 General Unrestricted 10000 UNITED WAY OF MERIDEN-WALLINGFORD 35 PLEASANT ST STE 1E MERIDEN CT 06450 N/A 509a1 General Unrestricted 500 110500 14 1242 18 -2 1240 1240 false false false false false false false false false false X X 1 Markwalter Jr John S 555 Argonne Drive Atlanta GA 30305 178924 X 1 INVESCO PLC IVZ, 3000 sh. 78015 2012-09-14 1 INVESCO PLC IVZ, 4064 sh. 100909 2012-02-22 Publicly-traded Securities 100907 100909 -2 125 shares of DISCOVER FINL SVCS COM 3591 4819 3000 shares of INVESCO PLC 78015 78270 250 shares of MORGAN STANLEY 17899 4780 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. Administrative Fees 5244 5244 Bank Charges 184 184 State or Local Filing Fees 25 25 Estimated Tax for 2012 1600 IRS Excise Tax Payment with 1st ext 990-PF 524