Kimba Maureen Wood

2010

Ask Donna

Pull out the substance of this filing.

What was filed

  • 0

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • New York City Ballet, Inc
  • CEELI Institute
  • Citibank
  • Amencan Express
  • ENM, Inc
  • Sonic Corp. - various Board & Committee Fees
  • Vestar, Harding Service, Blackstone, Irving Place Capital - Fee Income

As filed

Board Member, New York City Ballet, Inc

Board Member, CEELI Institute

Liability — Citibank — Line of Credit

Liability — Citibank — Rental Property Mortgage

Liability — Amencan Express — Credit Card

Liability — ENM, Inc — Escrow Account

Spouse's income — 2010 — Sonic Corp. - various Board & Committee Fees

Spouse's income — 3.20]0%* — Vestar, Harding Service, Blackstone, Irving Place Capital - Fee Income

Kimba M. Wood — May, 2011

(Page 4 of 4)

NOTE 13

The filer’s spouse is the sole shareholder of this S corporation. The company’s assets are

limited to office furniture, office equipment, a checking account, a money market account

and a limited partnership interest in Hawk which is listed separately on this report (See

Line 444 in Section VII). The value used to determine the year-end valuation code was

the checking/money market account balances plus the office furniture and equipment

balance (less accumulated depreciation).

NOTE 14

This company’s 2010 K-1 was not received by the May 15, 2011 Disclosure Report filing

deadline. Therefore, the company’s income has been estimated. Once the actual K-1 is

received, if the income code based on the actual K-1 differs from the code reported in this

report, a letter explaining the difference will be filed with the Committee.

NOTE 15

This investment is made through either a Vestar, a Sentinel or the Centerview Partnership

(See Lines 329-331, 373-375 and 322 in Section VII). Since the filer’s spouse could

potentially “direct, influence or in any other manner affect the purchase, exchange, sale

or disposition of the entity or property owned by the entity”, Financial Disclosure Filing

Instructions, page 33, the partnership’s assets must be listed separately on this report. As

a result, this company is reportable.

All transactions (investments, sales and related gain/(loss), distributions, etc.) are

reported for the company. Any K-1 income (excluding gain/(loss) on sales) attributable

to the company, however, is included in the partnership’s line. If income was received

separate from the K-1, it is recorded on the portfolio company’s line in Column B. See

Note 10 for more information.

NOTE 16

Neither the income nor the cash balance at year-end met the threshold for reporting.

However, since the cash account is associated with a reportable investment that is listed

separately on this report, the account is deemed reportable.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Kimba Maureen Wood | Frix