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.