PERRY & DONNA GOLKIN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PERRY & DONNA GOLKIN FAMILY FOUNDATION (EIN 13-3928587)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-04-01
- IRS object ID
- 201440919349100409
- Schema version
- 2012v2.3
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-01T14:27:38-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKR Financial Services Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 Fifth Avenue 8th Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133928587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY & DONNA GOLKIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PERRY GOLKIN | InCareOfName |
| Name Control | PERR | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KKR FINANCIAL SERVICES COMPANY | AddressLine1 |
| Address Line2 | 730 FIFTH AVENUE 8TH FLOOR Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PERRY GOLKIN | Name |
| Title | OFFICER | Title |
| Phone | 2122719933 | Phone |
| Date Signed | 2014-03-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY SHAW | Name |
| Phone | 2122719933 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13523910 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3965039 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 996 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 996 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 222491 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 222491 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 132580 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 794900 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 680472 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4321106 | TotalRevenueAndExpenses |
| Total Net Investment Income | 903959 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 22000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 22000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 38591 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 22091 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 655 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 655 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 61246 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22091 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22655 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 636420 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 636420 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 697666 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22091 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 659075 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3623440 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 881868 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 766326 | CashBOY |
| Cash EOY | 1087047 | CashEOY |
| Cash EOYFMV | 1087047 | CashEOYFMV |
| Investments Corp Stock BOY | 5669169 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8971888 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12436863 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 6435495 | TotalAssetsBOY |
| Total Assets EOY | 10058935 | TotalAssetsEOY |
| Total Assets EOYFMV | 13523910 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6435495 | CapitalStockBOY |
| Capital Stock EOY | 10058935 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 6435495 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10058935 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6435495 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10058935 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6435495 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3623440 | ExcessOfRevenueOverExpenses |
| Subtotal | 10058935 | Subtotal |
| Total Net Assets Fund Balances EOY | 10058935 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SEE STATEMENT A | DescriptionOfAsset |
| Gross Sales Price | 794900 | GrossSalesPrice |
| Cost Or Other Basis | 114428 | CostOrOtherBasis |
| Gain Or Loss | 680472 | GainOrLoss |
| Gains Minus Excess Or Losses | 680472 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 680472 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 858180 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6798739 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.126226 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3046184 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5364337 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.567858 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1877865 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3733586 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.502966 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2573703 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4251217 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.605404 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2627248 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6682402 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.393159 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.195613 | TotalDistributionRatio |
| Average Distribution Ratio | 0.439123 | AverageDistributionRatio |
| Net Noncharitable Assets | 11149040 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4895800 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8819 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4904619 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 659075 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 17637 | InvestmentIncomeExciseTax |
| Subtotal | 17637 | Subtotal |
| Tax Based On Investment Income | 17637 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 19502 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 19502 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1865 | Overpayment |
| Amount Credited To Next Year | 1865 | AmountCreditedToNextYear |
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 |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY GOLKIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2122719933 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KKR FIN SVCS CO 730 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DONNA GOLKIN | ||||||
| C/O KKR FINANCIAL SERVICES CO LLC | NEW YORK | NY | 10019 | TRUSTEE | 0 | 0 |
| PERRY GOLKIN | ||||||
| C/O KKR FINANCIAL SERVICES CO LLC | NEW YORK | NY | 10019 | TRUSTEE | 0 | 0 |
| Gregory W Golkin | ||||||
| C/O KKR FINANCIAL SERVICES CO LLC | NEW YORK | NY | 10019 | TRUSTEE | 0 | 0 |
| Dorie C Golkin | ||||||
| C/O KKR FINANCIAL SERVICES CO LLC | NEW YORK | NY | 10019 | TRUSTEE | 0 | 0 |
| David L Golkin | ||||||
| C/O KKR FINANCIAL SERVICES CO LLC | NEW YORK | NY | 10019 | TRUSTEE | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10327738 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 991084 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11318822 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11318822 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 169782 | CashDeemedCharitable |
| Net Noncharitable Assets | 11149040 | NetNoncharitableAssets |
| Minimum Investment Return | 557452 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 557452 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 17637 | TaxBasedOnInvestmentIncome |
| Total Tax | 17637 | TotalTax |
| Distributable Amount Before Adj | 539815 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 539815 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 539815 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 659075 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 659075 | QualifyingDistributions |
| Adj Qualifying Distributions | 659075 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 539815 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2633755 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2590545 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1905877 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3056451 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 858180 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 11044808 | TotalExcessDistriCarryover |
| Qualifying Distributions | 659075 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Treated As Distri From Corpus | 659075 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 539815 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 539815 | ExcessDistriCyovAppliedCY |
| Total Corpus | 11164068 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 2093940 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9070128 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2590545 | ExcessFromYear4 |
| Excess From Year3 | 1905877 | ExcessFromYear3 |
| Excess From Year2 | 3056451 | ExcessFromYear2 |
| Excess From Year1 | 858180 | ExcessFromYear1 |
| Excess From Current Year | 659075 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PERRY GOLKIN | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT #7 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS - AVAILABLE UPON REQUEST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | PUBLIC CHARITY | RecipientRelationship |
| Purpose Of Grant Or Contribution | TO AID THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE MISSION. | PurposeOfGrantOrContribution |
| Amount | $636,420 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 636420 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $996 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $222,491 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $132,580 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $356,067 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 356067 | TotalPartXVIA |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PERRY GOLKIN co KKR Co | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3965039 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | SEE ATTACHMENT | NoncashPropertyDescription |
| Fair Market Value | 3965039 | FairMarketValue |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $22,000 | Amount |
| Disbursements Charitable Prps | 22000 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (34 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 14,000 SHS OF AMPHENOL CORP. | 0 | 0 |
| 17,000 SHS OF AMPHENOL CORP. | 979610 | 1445000 |
| 11,000 SHS BANK OF AMERICA | ||
| CORP. | 0 | 0 |
| 34,518 SHS BANK OF AMERICA | ||
| CORP. | 390265 | 546075 |
| 11,000 SHS IDEX CORPORATION | 388960 | 784630 |
| 5,000 SHS OF ITC HLDGS CORP. | 0 | 0 |
| 7,000 SHS OF ITC HLDGS CORP. | 526590 | 636335 |
| 12,000 SHS OF ITC HLDGS CORP. | 0 | 0 |
| 11,000 SHS OF ITC HLDGS CORP. | 554560 | 995280 |
| 20,000 SHS OF LEGRAND S.A. | 0 | 0 |
| 45,000 SHS OF LEGRAND S.A. | 1935900 | 2483800 |
| 7,625 SHS OF PROCTER & GAMBLE | 0 | 0 |
| 9,625 SHS OF PROCTER & GAMBLE | 597349 | 810618 |
| 25,000 SHS OF ROCKWOOD | ||
| HOLDINGS INC. | 0 | 0 |
| 29,000 SHS OF ROCKWOOD | ||
| HOLDINGS INC. | 1449650 | 1996140 |
| 21,000 SHS OF SAFEWAY, INC. | 0 | 0 |
| 14,000 SHS OF SAFEWAY, INC. | 315855 | 489580 |
| 12,000 SHS OF WILLIS GROUP | ||
| HLDG | 0 | 0 |
| 29,689 SHS OF WILLIS GROUP | ||
| HLDG | 1083729 | 1329473 |
| 12,000 SHS OF WILLIS GROUP | ||
| HLDG | 0 | 0 |
| 2,351 SHS OF WILLIS GROUP HLDG | 86070 | 105278 |
| 5,000 SHS SHOPPERS DRUG MART | ||
| CORPORATION | 211450 | 274510 |
| 8,000 SHS WELLS FARGO & | ||
| COMPANY | 272400 | 352160 |
| 2,000 SHS MTU AERO ENGINES | ||
| HOLDINGS | 179500 | 187984 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| BANK FEES | 270 | 270 |
| FILING FEES | 385 | 385 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $16,500 | |
| FOREIGN TAX WITHHELD | $22,091 | 22091 |
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