DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DEFINE AND MUHTAR KENT EDUCATIONAL FOUNDATION (EIN 45-2735138)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343199349100919
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T05:47:47-00:00 | 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 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 452735138 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Defne and Muhtar Kent Educational Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEFN | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Muhtar Kent | Name |
| Title | President | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 705159 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200441 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15889 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15889 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17168 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17168 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17168 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -46 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -46 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 233456 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33015 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 12993 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 12993 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 321 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 321 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 566 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 566 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1046 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 9065 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 9065 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 4398 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 4398 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15147 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 507 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 14640 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 43536 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 507 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 41983 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 8259 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 8259 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51795 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 507 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50242 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 181661 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32508 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 72907 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 34331 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 34297 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 450288 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 670525 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 670862 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 523195 | TotalAssetsBOY |
| Total Assets EOY | 704856 | TotalAssetsEOY |
| Total Assets EOYFMV | 705159 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 523195 | RetainedEarningsBOY |
| Retained Earnings EOY | 704856 | RetainedEarningsEOY |
| Total Net Assets BOY | 523195 | TotalNetAssetsBOY |
| Total Net Assets EOY | 704856 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 523195 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 704856 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 523195 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 181661 | ExcessOfRevenueOverExpenses |
| Subtotal | 704856 | Subtotal |
| Total Net Assets Fund Balances EOY | 704856 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Capital Gain Distributions | DescriptionOfAsset |
| Gross Sales Price | 17168 | GrossSalesPrice |
| Gain Or Loss | 17168 | GainOrLoss |
| Gains Minus Excess Or Losses | 17168 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17168 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31323 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 520272 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.060205 | DistributionRatioYear1 |
| Total Distribution Ratio | 000.060205 | TotalDistributionRatio |
| Average Distribution Ratio | 000.060205 | AverageDistributionRatio |
| Net Noncharitable Assets | 545287 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 32829 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 325 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 33154 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50242 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 325 | InvestmentIncomeExciseTax |
| Subtotal | 325 | Subtotal |
| Tax Based On Investment Income | 325 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 674 | TaxPaidWithExtension |
| Total Credits And Payments | 674 | TotalCreditsAndPayments |
| Tax Paid Original Return | 674 | TaxPaidOriginalReturn |
| Overpayment | 349 | Overpayment |
| Amount Credited To Next Year | 349 | 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 |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | true | ForeignBank |
| Name Of Foreign Country | TU | NameOfForeignCountry |
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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | true | TrFailToQualifyAsExceptions |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Cem Omer Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Dir | 001.00 | 0 |
| Defne Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Dir / Sec / Treas | 001.00 | 0 |
| Muhtar Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Dir | 001.00 | 0 |
| Selin Ipek Kent | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Dir | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 502645 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50946 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 553591 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 553591 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8304 | CashDeemedCharitable |
| Net Noncharitable Assets | 545287 | NetNoncharitableAssets |
| Minimum Investment Return | 27264 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27264 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 325 | TaxBasedOnInvestmentIncome |
| Total Tax | 325 | TotalTax |
| Distributable Amount Before Adj | 26939 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 26939 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 26939 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50242 | ExpensesAndContributions |
| Qualifying Distributions | 50242 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 325 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 49917 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26939 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 20039 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 20039 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50242 | QualifyingDistributions |
| Applied To Current Year | 26939 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23303 | RemainingDistriFromCorpus |
| Total Corpus | 43342 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 43342 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 20039 | ExcessFromYear1 |
| Excess From Current Year | 23303 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Defne Kent | ContributingManager |
| Contributing Manager | Muhtar Kent | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE CITY UNIVERSITY | |||||||
| SAINT JOHN SQ | LONDON | UK | EC1V | N/A | 509a1 Equiv. Det. | General Unrestricted | $5,179 |
| B O BAGCI | |||||||
| UNIV OF BALIKESIR 17 KM CAGIS KAMPU | BALIKESIR | TU | NONE | N/A | Scholarship Grant | $279 | |
| H AKOVA | |||||||
| SAKARYA UNIVERSITY 54187 SERDIVAN | SAKARYA | TU | NONE | N/A | Scholarship Grant | $279 | |
| I CAZGIR | |||||||
| MARMARA UNIVERSITY 34722 KADIKOY | ISTANBUL | TU | NONE | N/A | Scholarship Grant | $280 | |
| M COBAN | |||||||
| SULEYMAN DEMIREL UNIV BATI YERLESK | ISPARTA | TU | NONE | N/A | Scholarship Grant | $280 | |
| S ERCAN | |||||||
| ISTANBUL UNIVERSITY 34119 BEYAZIT | ISTANBUL | TU | NONE | N/A | Scholarship Grant | $280 | |
| S USLU | |||||||
| ADNAN MENDERES UNIVERSITY 09010 | AYDIN | TU | NONE | N/A | Scholarship Grant | $279 | |
| S IRMAK | |||||||
| INONU UNIV MERKEZ KAMPUSU 44280 | MALATYA | TU | NONE | N/A | Scholarship Grant | $279 | |
| S IRMAK | |||||||
| MALATYA UNIVERSITY | MALATYA | TU | NONE | N/A | Scholarship Grant | $281 | |
| Y DURAN | |||||||
| ISTANBUL UNIVERSITY 34119 BEYAZIT | ISTANBUL | TU | NONE | N/A | Scholarship Grant | $281 | |
| I ISIK | |||||||
| UNIV OF TRAKYA 22050 KARAAGAC | EDIRNE | TU | NONE | N/A | Scholarship Grant | $281 | |
| R OZDEMIR | |||||||
| CELAL BAYAR UNIVERSITY UNCUBOZKOY M | MANISA | TU | NONE | N/A | Scholarship Grant | $281 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 8259 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,889 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,168 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Foreign currency loss | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$46 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,015 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33015 | 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 Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kent Muhtar | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 200441 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | MANNING NAPIER FD, INC. EQUITY SRS EXEYX, 312 sh. | 6078 | 2012-12-17 |
| 1 | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX, 7510.156 sh. | 194363 | 2012-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Accounting and Bookkeeping | Category |
| Amount | $321 | Amount |
| Disbursements Charitable Prps | 321 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Capital Gain Distributions | Name |
| Gross Sales Price | 17168 | GrossSalesPrice |
| Total Net | 17168 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 13000 shares of COCA-COLA CO | 450287 | 471249 |
| 312 shares of MANNING NAPIER FD, INC. EQUITY SRS | 6078 | 5348 |
| 8359 shares of TWEEDY BROWNE GLOBAL VALUE FUND | 214160 | 194265 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Formation Matters and Form 1023 Preparation | $2,208 | 2208 |
| General Governance Matters and Counseling | $10,725 | 10725 |
| Preparation and Filing of State Forms | $60 | 60 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 13846 | 13846 | |
| Bank Charges | 507 | 507 | |
| Office Supplies | 794 | 794 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Foreign Currency Loss | Description |
| Revenue And Expenses Per Books | -46 | RevenueAndExpensesPerBooks |
| Net Investment Income | -46 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Cost of Temporary Help, Training and Recruiting | $336 | 336 |
| Translation Services | $148 | 148 |
| Notary Services | $82 | 82 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 Excise Tax | Category |
| Amount | $1,046 | Amount |
Comments