DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION (EIN 45-2735138)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-02
IRS object ID
201622159349100802
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-02T14:17:48-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452735138EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Defne and Muhtar Kent Educational FoundationBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlDEFNBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMUHTAR KENTPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2016-07-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,640,092FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$448,226ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$110InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$110InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,574DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,894NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$965,746GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$148,179CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$30OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$487,834TotalRevAndExpnssAmt
Total Net Invst Incm$174,866TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$293LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$293LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$11,463OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,619OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,844OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,389TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$8,148TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$8,148TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,455OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$251OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,204OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,748TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,870TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,489TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,458ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,458ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$172,206TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,870TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$165,947TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$315,628ExcessRevenueOverExpensesAmt
Net Investment Income$170,996NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$74,552SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,678SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,678SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,174,929CorporateStockBOYAmt
Corporate Stock EOY$1,499,431CorporateStockEOYAmt
Corporate Stock EOYFMV$1,574,414CorporateStockEOYFMVAmt
Total Assets BOY$1,249,481TotalAssetsBOYAmt
Total Assets EOY$1,565,109TotalAssetsEOYAmt
Total Assets EOYFMV$1,640,092TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,249,481RetainedEarningBOYAmt
Retained Earning EOY$1,565,109RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,249,481TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,565,109TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,249,481TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,565,109TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,249,481TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$315,628ExcessRevenueOverExpensesAmt
Subtotal$1,565,109SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,565,109TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$965,746GrossSalesPriceAmt
Cost Or Other Basis$817,567CostOrOtherBasisAmt
Gain Or Loss$148,179GainOrLossAmt
Gains Minus Excess Or Losses$148,179GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$148,179CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$89,735AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,172,839NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.076511DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,922AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$814,431NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042879DistributionYr2Rt
Adjusted Qlfy Distri Yr3$49,917AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$545,287NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.091543DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,323AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$520,272NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060205DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.271138TotalDistributionRt
Average Distribution0.067785AverageDistributionRt
Net Vl Noncharitable Assets$1,281,799NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,887AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,710NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,597AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$165,947QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,710InvestmentIncomeExciseTaxAmt
Subtotal$1,710SubtotalAmt
Tax Based On Investment Income$1,710TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,305AppliedToEsTaxAmt
Total Payments And Credits$3,505TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,795OverpaymentAmt
Applied To ES Tax$1,795AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryTUForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Cem Omer Kent
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Defne Kent
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir / Sec / Treas1.0$0$0$0
Muhtar Kent
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir1.0$0$0$0
Selin Ipek Kent
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,254,296AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,023AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,301,319TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,301,319AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,281,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,090MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,090MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,710TaxBasedOnInvestmentIncomeAmt
Total Tax$1,710TotalTaxAmt
Distributable Before Adj$62,380DistributableBeforeAdjAmt
Distributable Before Ded$62,380DistributableBeforeDedAmt
Distributable As Adjusted$62,380DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$165,947ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$165,947QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,710PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$164,237AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,380DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr4$16,884ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$23,303ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$33,417ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,604TotalExcessDistributionCyovAmt
Qualifying Distributions$165,947QualifyingDistributionsAmt
Applied To Current Year$62,380AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,567RemainingDistriFromCorpusAmt
Total Corpus$177,171TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$177,171ExcessDistriCyovToNextYrAmt
Excess From Year4$16,884ExcessFromYear4Amt
Excess From Year3$23,303ExcessFromYear3Amt
Excess From Year1$33,417ExcessFromYear1Amt
Excess From Current Year$103,567ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDefne KentContributingManagerNm
Contributing ManagerMuhtar KentContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
D GULER
ART INSTITUTE OF CHICAGO111 S MICHIGAN AVECHICAGOIL60603N/AIScholarship GRANT$6,250
B GULDUR
CORNELL UNIVERSITYPO BOX 752ITHACANY14851N/APCScholarship GRANT$12,500
B GULDUR
CORNELL UNIVERSITYPO BOX 752ITHACANY14851N/AISCHOLARSHIP GRANT$12,500
B GULDUR
CORNELL UNIVERSITYPO BOX 752ITHACANY14851N/AIScholarship GRANTS$12,500
T Avci
EMORY UNIVERSITY1440 CLIFTON RD NE STE 112ATLANTAGA30322N/AIScholarship GRANT$12,500
T Avci
EMORY UNIVERSITY1440 CLIFTON RD NE STE 112ATLANTAGA30322N/AIScholarship GRANT$12,500
A Sefik Yur
GEORGIA INSTITUTE OF TECHNOLOGY225 N AVE NWATLANTAGA30332N/AIsCHOLARSHIP GRANT$5,000
A Sefik Yur
GEORGIA INSTITUTE OF TECHNOLOGY225 N AVE NWATLANTAGA30332N/AIScholarship gRANT$10,000
M Gezgin
MICHIGAN STATE UNIVERSITY556 E CIR DR RM 252EAST LANSINGMI48824N/AIScholarship Grant$12,500
M Gezgin
MICHIGAN STATE UNIVERSITY556 E CIR DR RM 252EAST LANSINGMI48824N/AIScholarship Grant$12,500
THE CITY UNIVERSITY
N/APCCass Business School's Defne and Muhtar Kent Educational Foundation, Inc. Prize in Entrepreneurship$4,708Saint John SquareLondonUKECIV 0HB
S Akay
UNIVERSITY OF PENNSYLVANIAFRANKLIN BLDG 3451 WALNUT ST RM 140PHILADELPHIAPA19104N/AIScholarship Grant$12,500
S Akay
UNIVERSITY OF PENNSYLVANIAFRANKLIN BLDG 3451 WALNUT ST RM 140PHILADELPHIAPA19104N/AIScholarship Grant$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,458TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,574ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,894ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
FOREIGN CURRENCY GAIN14$3
Federal Tax Refund01$27

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,608TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKent MuhtarContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1One Coca-Cola Plaza NWAddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30313ZIPCd
FieldValueIRS element (for citing)
Total Contributions$448,226TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1DODGE & COX STOCK DODGX, 876.598 sh.$143,9552015-12-23
1KINETICS MUT FDS THE PARADIGM FD INSTI KNPYX, 2294.631 sh.$72,5562015-12-23
1THIRD AVENUE REAL ESTATE VALUE FUND TAREX, 5042.06 sh.$145,6652015-12-23
1TWEEDY BROWNE GLOBAL VALUE FUND TBGVX, 3352.16 sh.$86,0502015-12-23

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABERDEEN EMERGING MARKETS INST$19,294$18,341
ABSOLUTE STRATEGIES INSTITUTIO$70,092$66,240
BAIRD CORE PLUS BD FD INSTI CL$59,668$58,807
DIAMOND HILL SMALL CAP FUND CL$12,692$12,248
DODGE & COX INCOME FUND$42,219$41,412
DODGE & COX STOCK$78,755$77,781
FPA CRESCENT FUND INST CL SHAR$68,340$65,956
FPA NEW INCOME FUND CLASS A$17,990$17,587
HARBOR HIGH YIELD BD FD INSTIT$18,534$17,696
ISHARES S&P 500 INDEX FD$78,610$76,826
IVA WORLDWIDE FUND CLASS I$100,385$96,677
JP MORGAN STRATEGIC INCOME OPP$44,773$43,335
KINETICS MUT FDS THE PARADIGM$25,506$24,537
KINETICS PARADIGM FUND$4,783$4,386
NEW PERSPECTIVE FUND, CLASS F$32,657$30,858
PIMCO REAL RETURN BOND INSTL$17,909$17,555
T. ROWE PRICE NEW AMERICA GROW$43,458$42,293
THE COCA-COLA CO$450,289$558,479
THE JENSEN PORTFOLIO INC CLASS$63,423$60,602
THIRD AVENUE REAL ESTATE VALUE$25,666$24,325
TWEEDY BROWNE GLOBAL VALUE FUN$67,711$64,230
VANGUARD DIVIDEND GROWTH FD$75,496$77,051
WASATCH SMALL CAP GROWTH$14,114$11,530
WELLS FARGO ADVTG ABSLT RETURN$67,067$65,662

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Document Review/Drafting$158$158
General Consultations$135$135

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,006$10,006
Bank Charges$251$251
Indemnification Insurance$1,168$1,168
State or Local Filing Fees$30$30

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Tax Refund$27
Foreign Currency Gain$3$3

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$3,619$3,619
NOTARY FEES$830$830
Website Development$5,782$5,782
TRANSLATION FEES$550$550
PHOTO SHOOT FEES$682$682

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2014CategoryTxt
Amt$2,389Amt

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