Kimba Maureen Wood
2009
Ask Donna
Pull out the substance of this filing.
What was filed
1
investments
1
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
3
spouse income
Named parties
- 0)
- Goldman, Sachs
- (Ctabank
- Citibank
- Sonic Corp - vanous Board & Commitice Fees
- Harding Services, Vestar, Irving Place Capnal - Fee Income
- Source Capnal Ltd. - Fee Income
As filed
Board Member
Liability — Goldman, Sachs — Margin Account
Liability — (Ctabank — Line of Credit
Liability — Citibank — Line of Crednt
Spouse's income — 2009 (various — Sonic Corp - vanous Board & Commitice Fees
Spouse's income — 2009 — Harding Services, Vestar, Irving Place Capnal - Fee Income
Spouse's income — 1209 (various — Source Capnal Ltd. - Fee Income
Kimba M. Wood - May, 2010
(Page 4 of 4)
NOTE 14
This company’s 2009 K-1 was not received by the May 15, 2010 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 or a Sentinel partnership (See Lines 621-
624 and 655-658 in Section VII). Since the filer’ siF
can “direct, influence or in any
other manner affect the purchase. exchange, sale or d position of the entity or property
owned by the entity”, Financial Disclosure Filing Instructions, page 35, 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
Funds for this investment were wire transferred on 12/23/09. However, the investment
was not accepted into the LP until 1/1/2010. Therefore, the cost of the investment was
used as the market value of the investment as of year-end
T'here was no K-1 issued for
2009
NOTE 17
I'his was a moncy market/cash account attached to an investment account. The money
market was redeemed and closed on December 16
I'he investment is listed separately on
this report (See Line 680 in Scction VII). Neither the income nor the cash balance at
year-end mct the threshold for reporting. However, since the cash account is associated
with a reportable investment. 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.