DONALD AND MARILYN KEOUGH FOUNDATION: Form 990PF, tax year 2011
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- Organization
- DONALD AND MARILYN KEOUGH FOUNDATION (EIN 58-1709967)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349100851
- Schema version
- 2011v1.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:23:49-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 55 IVAN ALLEN BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30339 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARILYN M KEOUGH | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Claire F Steinke | Name |
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 9523041 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 62 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 62 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 251260 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 251260 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 31058 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 84841 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 63858 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2775 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 285155 | TotalRevenueAndExpenses |
| Total Net Investment Income | 315180 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Taxes Rev And Expnss | 11231 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1074 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 467 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 467 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12305 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 467 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 467 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 410000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 410000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 422305 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 467 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 410467 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -137150 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 314713 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 154598 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 72771 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 72771 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2365758 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2311975 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9450270 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2520356 | TotalAssetsBOY |
| Total Assets EOY | 2384746 | TotalAssetsEOY |
| Total Assets EOYFMV | 9523041 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2365758 | CapitalStockBOY |
| Capital Stock EOY | 2311974 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 500 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 500 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 154098 | RetainedEarningsBOY |
| Retained Earnings EOY | 72272 | RetainedEarningsEOY |
| Total Net Assets BOY | 2520356 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2384746 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2520356 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2384746 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2520356 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -137150 | ExcessOfRevenueOverExpenses |
| Other Increases | 1540 | OtherIncreases |
| Subtotal | 2384746 | Subtotal |
| Total Net Assets Fund Balances EOY | 2384746 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 750 SHS HSN INC. | 2009-09-03 | 2011-06-21 | 22817 | 4773 | 18044 | 18044 |
| 750 SHS INTERVAL LEISURE GROUP | 2009-09-03 | 2011-06-21 | 9418 | 5739 | 3679 | 3679 |
| 5000 SHS LIVE NATION ENTERTAINMENT | 2007-07-21 | 2011-06-21 | 52606 | 10471 | 42135 | 42135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 63858 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 340378 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8320330 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040909 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 356614 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6836484 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052163 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 361479 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7230392 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049994 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 302575 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7386247 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040965 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 300459 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6140941 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048927 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.232958 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046592 | AverageDistributionRatio |
| Net Noncharitable Assets | 9222270 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 429684 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3147 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 432831 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 410467 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6294 | InvestmentIncomeExciseTax |
| Subtotal | 6294 | Subtotal |
| Tax Based On Investment Income | 6294 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5900 | TotalCreditsAndPayments |
| Penalty For Underpayment | 31 | PenaltyForUnderpayment |
| Tax Due | 425 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DONALD R KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE, CHAIRMAN | 0 | 0 | 0 | 0 |
| MARILYN M KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE, PRESIDENT | 0 | 0 | ||
| MICHAEL L KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 0 | 0 | ||
| KATHLEEN K SOTO | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 0 | 0 | ||
| SHAYLA K RUMELY | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 0 | 0 | ||
| PATRICK J KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 0 | 0 | ||
| EILEEN K MILLARD | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 0 | 0 | ||
| CLARKE R KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 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 | 9249027 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 113684 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9362711 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9362711 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 140441 | CashDeemedCharitable |
| Net Noncharitable Assets | 9222270 | NetNoncharitableAssets |
| Minimum Investment Return | 461114 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 461114 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6294 | TaxBasedOnInvestmentIncome |
| Total Tax | 6294 | TotalTax |
| Distributable Amount Before Adj | 454820 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 454820 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 454820 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 410467 | 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 | 410467 | QualifyingDistributions |
| Adj Qualifying Distributions | 410467 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 454820 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 408189 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | 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 | 410467 | QualifyingDistributions |
| Applied To Year1 | 408189 | AppliedToYear1 |
| Applied To Current Year | 2278 | 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 | 452542 | 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 | 2011 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 | $410,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 410000 | 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 | $62 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $251,260 | 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 | $31,058 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $2,775 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,155 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 285155 | 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 (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COCA-COLA STOCK | 1789571 | 9019973 |
| COCA-COLA STOCK | 105015 | 146097 |
| COCA-COLA AMATIL STOCK | 29542 | 118000 |
| HSN INC | 0 | 0 |
| INTERVAL LEISURE GROUP INC | 0 | 0 |
| LIVE NATION ENTERTAINMENT | 387847 | 166200 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 239 | 119 | 120 |
| DUES EXPENSE | 695 | 348 | 347 |
| PENALTIES | 140 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Revenue And Expenses Per Books | 2775 | RevenueAndExpensesPerBooks |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSEMENT FROM PATRICK KEOUGH | Description |
| Amount | $1,540 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | Category |
| Amount | $11,231 | Amount |
Comments