DONALD AND MARILYN KEOUGH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DONALD AND MARILYN KEOUGH FOUNDATION (EIN 58-1709967)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349100637
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T09:43:19-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581709967 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald and Marilyn Keough Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHAEL KEOUGH | InCareOfName |
| Name Control | DONA | NameControl |
| Phone | 7708525005 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Galleria Parkway | AddressLine1 |
| Address Line2 | Suite 970 | AddressLine2 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30339 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL KEOUGH | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128792000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10083450 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 400000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 272860 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 272860 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18115 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 93994 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 73053 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 690985 | TotalRevenueAndExpenses |
| Total Net Investment Income | 345923 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 5615 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 810 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 115 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 695 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6425 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 115 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 695 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 480000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 480000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 486425 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 115 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 480695 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 204560 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 345808 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 72771 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 353210 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 353210 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2311975 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2236096 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9730240 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2384746 | TotalAssetsBOY |
| Total Assets EOY | 2589306 | TotalAssetsEOY |
| Total Assets EOYFMV | 10083450 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2311974 | CapitalStockBOY |
| Capital Stock EOY | 2236096 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 500 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 500 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 72272 | RetainedEarningsBOY |
| Retained Earnings EOY | 352710 | RetainedEarningsEOY |
| Total Net Assets BOY | 2384746 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2589306 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2384746 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2589306 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2384746 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 204560 | ExcessOfRevenueOverExpenses |
| Subtotal | 2589306 | Subtotal |
| Total Net Assets Fund Balances EOY | 2589306 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 10000 SHS LIVE NATION ENTERTAINMENT | DescriptionOfAsset |
| Date Acquired | 1987-02-20 | DateAcquired |
| Date Sold | 2012-05-24 | DateSold |
| Gross Sales Price | 93994 | GrossSalesPrice |
| Cost Or Other Basis | 20941 | CostOrOtherBasis |
| Gain Or Loss | 73053 | GainOrLoss |
| Gains Minus Excess Or Losses | 73053 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 73053 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 410467 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9222270 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044508 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 340378 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8320330 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040909 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 356614 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6836484 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052163 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 361479 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7230392 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049994 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 302575 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7386247 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040965 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.228539 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045708 | AverageDistributionRatio |
| Net Noncharitable Assets | 10039257 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 458874 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3458 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 462332 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 480695 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3458 | InvestmentIncomeExciseTax |
| Subtotal | 3458 | Subtotal |
| Tax Based On Investment Income | 3458 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5190 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5190 | TotalCreditsAndPayments |
| Overpayment | 1732 | Overpayment |
| Amount Credited To Next Year | 1732 | 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 | GA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL KEOUGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7708525005 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY STE 970 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30339 | 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DONALD R KEOUGH | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE, CHAIRMAN | 2.0 | 0 |
| MARILYN M KEOUGH | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE, PRESIDENT | 1.0 | 0 |
| MICHAEL L KEOUGH | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 3.0 | 0 |
| KATHLEEN K SOTO | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | 0 |
| SHAYLA K RUMELY | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | 0 |
| PATRICK J KEOUGH | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | 0 |
| EILEEN K MILLARD | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | 0 |
| CLARKE R KEOUGH | ||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10023087 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 169052 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10192139 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10192139 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 152882 | CashDeemedCharitable |
| Net Noncharitable Assets | 10039257 | NetNoncharitableAssets |
| Minimum Investment Return | 501963 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 501963 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3458 | TaxBasedOnInvestmentIncome |
| Total Tax | 3458 | TotalTax |
| Distributable Amount Before Adj | 498505 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 498505 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 498505 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 480695 | 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 | 480695 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3458 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 477237 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 498505 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 452542 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 480695 | QualifyingDistributions |
| Applied To Year1 | 452542 | AppliedToYear1 |
| Applied To Current Year | 28153 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 470352 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD R KEOUGH | ContributingManager |
| Shareholder Manager | NONE | 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 | 2012 Grants | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1 |
| Address Line2 | SEE ATTACHMENT | AddressLine2 |
| City | VARIOUS | City |
| State | VA | State |
| ZIP Code | 00000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $480,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 480000 | 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 | $10 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $272,860 | 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 | $18,115 | 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 | $290,985 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 290985 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COCA-COLA STOCK | 1789571 | 9346120 |
| COCA-COLA STOCK | 105015 | 151380 |
| COCA-COLA AMATIL STOCK | 29542 | 139640 |
| LIVE NATION ENTERTAINMENT | 311968 | 93100 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 115 | 115 | |
| DUES EXPENSE | 695 | 695 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | Category |
| Amount | $5,615 | Amount |
Comments