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.