DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION (EIN 45-2735138)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-18
- IRS object ID
- 201502309349100705
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-18T09:33:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452735138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Defne and Muhtar Kent Educational Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DEFN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | muhtar kent | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,349,650 | 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 | $184,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,763 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$98 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$98 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $235,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,574 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,429 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,429 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $194 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,187 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $819 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,376 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,036 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,036 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,603 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,897 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $135,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,552 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,051,539 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,174,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,275,098 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,114,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,249,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,349,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,114,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,249,481 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,114,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,249,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,114,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,249,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,114,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $135,371 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,249,481 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,249,481 | 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 | $279,754 | GrossSalesPriceAmt |
| Cost Or Other Basis | $185,991 | CostOrOtherBasisAmt |
| Gain Or Loss | $93,763 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $93,763 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,763 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,922 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $814,431 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042879 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,917 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $545,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,323 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $520,272 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060205 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.194627 | TotalDistributionRt |
| Average Distribution | 0.064876 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,172,839 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,162 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,251 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,897 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,162 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,162 | SubtotalAmt |
| Tax Based On Investment Income | $1,162 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,389 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,389 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,227 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
| Refund | $27 | RefundAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | 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 | Foundation Source | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | TU | ForeignCountryCd |
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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Cem Omer Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Defne Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec / Treas | 1.0 | $0 |
| Muhtar Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Selin Ipek Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $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 | $1,144,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,190,700 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,190,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,172,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,162 | TotalTaxAmt |
| Distributable Before Adj | $57,480 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,480 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,480 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,897 | 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 | $90,897 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,162 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,480 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $16,884 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,303 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $40,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,897 | QualifyingDistributionsAmt |
| Applied To Current Year | $57,480 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,417 | RemainingDistriFromCorpusAmt |
| Total Corpus | $73,604 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $73,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,884 | ExcessFromYear3Amt |
| Excess From Year2 | $23,303 | ExcessFromYear2Amt |
| Excess From Current Year | $33,417 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEFNE KENT | ContributingManagerNm |
| Contributing Manager | MUHTAR KENT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| B Guldur | ||||||||||||
| CORNELL UNIVERSITY | PO BOX 752 | ITHACA | NY | 14851 | N/A | I | Scholarship grant | $12,500 | ||||
| T Avci | ||||||||||||
| EMORY UNIVERSITY | 1440 CLIFTON RD NE STE 112 | ATLANTA | GA | 30322 | N/A | I | Scholarship grant | $25,000 | ||||
| T Avci | ||||||||||||
| EMORY UNIVERSITY | 1440 CLIFTON RD NE STE 112 | ATLANTA | GA | 30322 | N/A | I | Scholarship grant | $12,500 | ||||
| A Sefik Yur | ||||||||||||
| GEORGIA INSTITUTE OF TECHNOLOGY | 500 TECH PKWY | ATLANTA | GA | 30332 | N/A | I | Scholarship Grant | $5,000 | ||||
| THE CITY UNIVERSITY | ||||||||||||
| N/A | PC | Cass Business School's Defne and Muhtar Kent Educational Foundation, Inc. Prize in Entrepreneurship | $5,316 | SAINT JOHN SQ | London | UK | EC1V | |||||
| S Akay | ||||||||||||
| UNIVERSITY OF PENNSYLVANIA | FRANKLIN BLDG 3451 WALNUT ST RM 1 | PHILADELPHIA | PA | 19104 | N/A | I | Scholarship Grant | $12,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,816 | 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 | $63 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,846 | 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 | $24,745 | 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 | $50,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,654 | 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 | Kent Muhtar | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Coca-Cola Plaza NW | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $184,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | THORNBURG GLOBAL VALUE FUND CLASS I TGVIX, 2617.185 sh. | $72,941 | 2014-12-18 |
| 1 | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX, 4158 sh. | $111,559 | 2014-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping | CategoryTxt |
| Amt | $194 | Amt |
| Disbursements Charitable Prps | $194 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS FUND | $13,990 | $13,476 |
| ABSOLUTE STRATEGIES A SHARES | $46,100 | $46,175 |
| BAIRD CORE PLUS BD FD INSTI CL | $22,150 | $22,025 |
| COCA-COLA CO | $450,289 | $548,861 |
| DIAMOND HILL SMALL CAP FUND CL | $13,019 | $13,089 |
| DODGE & COX INCOME FUND | $20,135 | $20,378 |
| DODGE & COX STOCK | $51,103 | $56,098 |
| FPA CRESCENT FUND INST CLASS S | $47,354 | $48,591 |
| FPA NEW INCOME FUND CLASS A | $9,790 | $9,565 |
| HARBOR HIGH YIELD BD FD INVEST | $12,360 | $11,913 |
| HENDERSON GLOBAL TECHNOLOGY FU | $17,946 | $17,285 |
| ISHARES S&P 500 INDEX FD | $8,600 | $8,482 |
| IVA WORLDWIDE FUND A | $46,962 | $46,517 |
| JENSEN PORTFOLIO, INC | $39,849 | $43,017 |
| JP MORGAN STRATEGIC INCOME OPP | $14,010 | $13,917 |
| JP MORGAN STRATEGIC INCOME OPP | $16,500 | $16,231 |
| KINETICS MUT FDS THE PARADIGM | $12,181 | $12,197 |
| KINETICS PARADIGM FUND | $13,979 | $14,295 |
| MANNING & NAPIER FD, INC. EQUI | $33,741 | $31,290 |
| PIMCO ALL ASSETS ALL AUTH - D | $50,114 | $45,847 |
| PIMCO FUNDS REAL RETURN FUND C | $11,685 | $11,517 |
| PIMCO GLOBAL ADVANTAGE STRATEG | $12,680 | $12,296 |
| T ROWE PRICE NEW AMERICA GROWT | $40,159 | $38,918 |
| THIRD AVENUE REAL ESTATE VAL - | $13,665 | $15,045 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $47,168 | $46,404 |
| VANGUARD DIVIDEND GROWTH FD | $50,037 | $54,552 |
| WASATCH SMALL CAP GROWTH | $12,440 | $11,540 |
| WFA ABSOLUTE RETURN FUND-ADM | $46,923 | $45,577 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $2,429 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,429 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,405 | $9,405 | |
| Bank Charges | $225 | $225 | |
| Indemnification Insurance | $1,168 | $1,168 | |
| State or Local Filing Fees | $30 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign Currency Loss | Desc |
| Revenue And Expenses Per Books | -$98 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$98 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $3,187 | $3,187 | |
| TRANSLATION FEES | $159 | $159 | |
| NOTARY FEES | $660 | $660 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2013 | CategoryTxt |
| Amt | $5,376 | Amt |
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