MARK AND GRETA WALKER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARK AND GRETA WALKER FOUNDATION (EIN 45-4005641)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349101354
- Schema version
- 2012v2.1
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T10:56:00-05:00 | 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 | ROBERT D COLE CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454005641 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK AND GRETA WALKER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 3058076517 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK WALKER | Name |
| Title | PRESIDENT | Title |
| Phone | 3058076517 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT D COLE | Name |
| Phone | 9547551533 | Phone |
| Date Prepared | 2013-05-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 43069 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 48111 | ContriReceivedRevAndExpnss |
| Total Revenue And Expenses | 48111 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 850 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 850 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 312 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 312 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1662 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1662 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19462 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19462 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 28649 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14420 | CashBOY |
| Cash EOY | 43069 | CashEOY |
| Cash EOYFMV | 43069 | CashEOYFMV |
| Total Assets BOY | 14420 | TotalAssetsBOY |
| Total Assets EOY | 43069 | TotalAssetsEOY |
| Total Assets EOYFMV | 43069 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 14420 | CapitalStockBOY |
| Capital Stock EOY | 43069 | CapitalStockEOY |
| Total Net Assets BOY | 14420 | TotalNetAssetsBOY |
| Total Net Assets EOY | 43069 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14420 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 43069 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14420 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 28649 | ExcessOfRevenueOverExpenses |
| Subtotal | 43069 | Subtotal |
| Total Net Assets Fund Balances EOY | 43069 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 311 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 10.450161 | DistributionRatioYear1 |
| Total Distribution Ratio | 10.450161 | TotalDistributionRatio |
| Average Distribution Ratio | 10.450161 | AverageDistributionRatio |
| Net Noncharitable Assets | 17891 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 186964 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 186964 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19462 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
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 | false | TerminationEtc |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARK WALKER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3058076517 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| 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 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18163 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 18163 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 18163 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 272 | CashDeemedCharitable |
| Net Noncharitable Assets | 17891 | NetNoncharitableAssets |
| Minimum Investment Return | 895 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 895 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 895 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 895 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 895 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19462 | ExpensesAndContributions |
| Qualifying Distributions | 19462 | QualifyingDistributions |
| Adj Qualifying Distributions | 19462 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 895 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 3234 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3234 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19462 | QualifyingDistributions |
| Applied To Current Year | 895 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 18567 | RemainingDistriFromCorpus |
| Total Corpus | 21801 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 21801 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 3234 | ExcessFromYear1 |
| Excess From Current Year | 18567 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| TEMPLE ISRAEL OF MIAMI | |||||||
| TEMPLE ISRAEL OF MIAMI | 137 NE 19TH STREET | 137 NE 19TH STREET | MIAMI | FL | 33132 | CHARITABLE | $1,100 |
| HARVARD MEDICAL SCHOOL | |||||||
| HARVARD MEDICAL SCHOOL | 250 LONGWOOD AVENUE | 250 LONGWOOD AVENUE | BOSTON | MA | 02115 | CHARITABLE | $1,600 |
| JAFCO | |||||||
| JAFCO | 4200 N UNIVERSITY DRIVE | 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | CHARITABLE | $100 |
| MIAMI COUNTRY DAY SCHOOL | |||||||
| MIAMI COUNTRY DAY SCHOOL | 601 NE 107TH STREET | 601 NE 107TH STREET | MIAMI | FL | 33161 | CHARITABLE | $10,000 |
| BOYS & GIRLS CLUB OF GREATER MIAMI | |||||||
| BOYS & GIRLS CLUB OF GREATER MIAMI | 2805 SW 32ND AVENUE | 2805 SW 32ND AVENUE | MIAMI | FL | 33133 | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17800 | TotGrantOrContriPaidDuringYear |
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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | WALKER FAMILY CHARITABLE TRUST | 12685 HICKORY ROAD | NORTH MIAMI | FL | 33181 | 43111 | X |
| 2 | PALM AIRE CHARITABLE TRUST | 4000 HOLLYWOOD BLVD STE 485S | HOLLYWOOD | FL | 33021 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $500 | Amount |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| MARK WALKER |
| GRETA WALKER |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| CHECKS | 73 | 73 |
| MEDICAL CONFERENCE | 229 | 229 |
| BANK CHARGES | 10 | 10 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | USER FEE | Category |
| Amount | $850 | Amount |
| Disbursements Charitable Prps | 850 | DisbursementsCharitablePrps |