Kimba Maureen Wood

2007

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Pull out the substance of this filing.

What was filed

  • 18

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 8

    debts

  • 1

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • 10)
  • 0)
  • 2
  • 4 GAN COX (A-H
  • New York City Ballet, Inc
  • CEELI Institute
  • oy P==Y Fl "1 Pn = TT cr -_ BR 1
  • Se i. J. H 5 — T ha 5 So
  • Citibank
  • American Express
  • Enm. Inc
  • Goldman, Sachs
  • Rockefeller Brothers Fund - Committee Fees
  • Sonic Corp. - various Board & Committee Fees
  • Park Avenue Equity, Harding Services, Vestar, Lehman Brothers & Bear Stearns Merchant Bank - Fee Income

As filed

See attached

)=SCRIPT — INCOM=D RZPOR™NG — 03ING 0

)=SCRIPT — INCOW=D REPOR™ING — PORTING 0

)=SCRIPT — INCOME ) REPORTING — AT 0R"ING )) — 10)

)=SCRIPT — INCOMZD R=PORTING — 0R"ING D

)=SCRIPT — COu:) R076 — 0G )) — 0)

)=SCRIPT — R=POR”ING — 0G ))

)=SCRIPT — INCOM=D PONG — P03TNG )

)=SCRIPT — NCOME ) R=20R7ING — 0R™NG D)

)=SCRIPT — INCOMZ) R=20RTING — 0RTING 0D

)=SCRIPT — INCOM: DI REPORTING — 0R"ING 0

SCUP™ON 0-ASS="S — TROD — 2

SCUP™ON 0-ASS="S — INCOV?) PONG i) AV" COX: (AY — P03"ING )] (2 VA.UZ VHD (Q-W — 4 GAN COX (A-H

SCUP™ON 0-ASS="S — NCOME D R=PORTING — 0R7ING D

Board Member, New York City Ballet, Inc

Board Member, CEELI Institute

4, oy P==Y Fl "1 Pn = TT cr -_ BR 1

S., Se i. J. H 5 — T ha 5 So

Liability — Citibank — Credit Card

Liability — American Express — Credit Card

Liability — Citibank — Unsecured Term Note

Liability — Citibank — Rental Property Mortgage

Liability — Enm. Inc — Escrow Account

Liability — Citibank — Line Of Credit

Liability — Citibank — Line Of Credit

Liability — Citibank — Line Of Credit

Reimbursement — Goldman, Sachs — Margin Account

Spouse's income — 2007 — Rockefeller Brothers Fund - Committee Fees

Spouse's income — 2007 — Sonic Corp. - various Board & Committee Fees

Spouse's income — 2007 — Park Avenue Equity, Harding Services, Vestar, Lehman Brothers & Bear Stearns Merchant Bank - Fee Income

Kimba M. Wood — May, 200

(Page 5 of 5)

NOTE 20

In 2007, the filer learned that there is a Nautical related Liquidating Trust. The year-end

value code included in this report was determined by multiplying the filer’s Nautical

shareholder percentage by the value of the Trust. The interest income noted on the report

relates to the trust as well.

NOTE 21

This company was sold in a prior year. Therefore, there is no year end value reported in

Column C.(1).

NOTE 22

This partnership is winding down. In 2004, its consulting business and its fund of funds

business were sold. Those businesses made up the bulk of the partnership. Subsequent

to the sales, the partnership changed its name to Cosmos Partners.

Milliman purchased the consulting business in a cash/note payable deal. Milliman will

make the final note payment in 2008. The amount used to determine the code for

Column C.(1) is the estimated value of the outstanding Milliman note payment.

NOTE 23

In 2006, ENM, Inc. was sold. At that time, some funds were withheld in escrow. We did

not include the value of the escrow funds on the 2006 Disclosure and we are not

including it on this report because the value is not determinable. ENM’s purchaser can

make claims against the escrow until June, 2008. Only after that time will the filer know

the value of the remaining escrow. In the meantime, however, the interest earned on the

escrow account belongs to the filer and is being distributed. Thus, the interest income is

included on this report.

NOTE 24

This account was opened with no deposit. It has not been used since it was opened.

Therefore, there is no transaction code noted for when the account was opened and there

is no year end value code noted. The account is deemed reportable because there are

other reportable accounts at the same financial institution.

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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