DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION (EIN 45-2735138)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201433149349100408
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T08:38:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | DEFN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Muhtar Kent | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-11-07 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,208,317 | 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 | $400,976 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $630,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $269,226 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$252 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$252 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $442,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,730 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,545 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,545 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,777 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,514 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $674 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,502 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,502 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $202 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,798 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $406,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $286,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,571 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,442 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $670,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,051,539 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,145,875 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $704,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,114,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,208,317 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $704,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,114,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $704,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,114,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $704,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,114,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $704,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $406,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,080 | OtherIncreasesAmt |
| Subtotal | $1,114,110 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,114,110 | 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 | $630,574 | GrossSalesPriceAmt |
| Cost Or Other Basis | $361,348 | CostOrOtherBasisAmt |
| Gain Or Loss | $269,226 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $269,226 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $269,226 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,917 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $545,287 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091543 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,323 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $520,272 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060205 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | 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 | 0.151748 | TotalDistributionRt |
| Average Distribution | 0.075874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $814,431 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,794 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,657 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,922 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,725 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,725 | SubtotalAmt |
| Tax Based On Investment Income | $5,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $349 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,376 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,725 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $792,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,834 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $826,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $814,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,725 | TotalTaxAmt |
| Distributable Before Adj | $34,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,080 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,077 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,922 | 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 | $34,922 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,077 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $20,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,303 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,922 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,155 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,155 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,187 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $40,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $16,884 | ExcessFromYear2Amt |
| Excess From Year1 | $23,303 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MUHTAR KENT | ContributingManagerNm |
| Contributing Manager | DEFNE KENT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T AVCI | ||||||||||||
| EMORY UNIVERSITY | 1440 CLIFTON RD NE STE 112 | ATLANTA | GA | 30322 | N/A | PC | Scholarship grant | $12,500 | ||||
| THE CITY UNIVERSITY | ||||||||||||
| N/A | PC | Cass Business School - The Defne and Muhtar Kent Foundation, Inc. Prize In Entrepreneurship | $4,875 | SAINT JOHN SQ | LONDON | UK | EC1V 0HB | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,375 | 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 | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,707 | 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 | $23,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY LOSS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,265 | 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 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,976 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DODGE & COX STOCK DODGX, 85.493 sh. | $13,871 | 2013-11-19 |
| 1 | KINETICS MUT FDS THE PARADIGM FD INSTI KNPYX, 93.04 sh. | $3,087 | 2013-11-19 |
| 1 | THORNBURG GLOBAL VALUE FUND CLASS I TGVIX, 670 sh. | $21,031 | 2013-11-19 |
| 1 | MANNING & NAPIER FD, INC. EQUITY SRS EXEYX, 16742.91 sh. | $362,986 | 2013-11-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Accounting/Bookkeeping | CategoryTxt |
| Amt | $188 | Amt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS FUND | $14,270 | $14,225 |
| ABSOLUTE STRATEGIES A SHARES | $36,100 | $35,949 |
| COCA-COLA CO | $450,287 | $537,031 |
| DIAMOND HILL SMALL CAP FUND CL | $13,670 | $13,801 |
| DODGE & COX INCOME FUND | $16,070 | $16,029 |
| DODGE & COX STOCK | $45,349 | $47,637 |
| FPA CRESCENT FUND INST CLASS S | $36,230 | $36,667 |
| FPA NEW INCOME FUND CLASS A | $9,790 | $9,707 |
| HARBOR HIGH YIELD BD FD INVEST | $10,680 | $10,630 |
| HENDERSON GLOBAL TECHNOLOGY FU | $15,860 | $16,495 |
| IVA WORLDWIDE FUND A | $36,430 | $36,655 |
| JENSEN PORTFOLIO, INC | $34,140 | $35,164 |
| JP MORGAN STRATEGIC INCOME OPP | $7,450 | $7,475 |
| JP MORGAN STRATEGIC INCOME OPP | $16,500 | $16,466 |
| KINETICS MUT FDS THE PARADIGM | $12,181 | $12,272 |
| KINETICS PARADIGM FUND | $5,600 | $6,138 |
| MANNING & NAPIER FD, INC. EQUI | $37,040 | $38,568 |
| PIMCO ALL ASSETS ALL AUTH - D | $36,300 | $35,198 |
| PIMCO FDS PAC INVT MGMT SER TO | $17,560 | $17,554 |
| PIMCO FUNDS REAL RETURN FUND C | $9,680 | $9,629 |
| PIMCO GLOBAL ADVANTAGE STRATEG | $9,680 | $9,666 |
| T ROWE PRICE NEW AMERICA GROWT | $33,220 | $33,376 |
| THIRD AVENUE REAL ESTATE VAL - | $13,370 | $13,512 |
| THORNBURG GLOBAL VALUE FUND CL | $21,031 | $21,480 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $18,871 | $19,176 |
| VANGUARD DIVIDEND GROWTH FD | $44,610 | $45,955 |
| WASATCH SMALL CAP GROWTH | $13,500 | $13,399 |
| WFA ABSOLUTE RETURN FUND-ADM | $36,070 | $36,021 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Governance/Counseling | CategoryTxt |
| Legal Fees | $5,545 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,545 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,738 | $7,738 | |
| Bank Charges | $202 | $202 | |
| State or Local Filing Fees | $60 | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY LOSS | Desc |
| Revenue And Expenses Per Books | -$252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$252 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURNED GRANT NEXT FISCAL YEAR | Description |
| Amount | $3,080 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $263 | $263 | |
| TRANSLATION FEES | $1,514 | $1,514 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2012 | CategoryTxt |
| Amt | $674 | Amt |
Comments