Marcia Morales Howard
2015Annual
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Pull out the substance of this filing.
What was filed
26
investments
8
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Morales Construction Co, Inc
- Wolfson Children's Hospital Women's Board (non-profit)
- St. Vincent's Hospital Women's Council (non-profit)
- Irrevocable Insurance Trust #1
- Community Hospice of Northeast Flonda
- Leadership Jacksonville
- University of Florida, College of Law, Board of Trustees
- Board of Visitors, The Bolles School
- Bank of America - salary
As filed
Wachovia, now Wells Fargo (bank accts) — Interest
Southside Warehouse. Inc. Stock — istmbution
Paragon Life / Met Life Variable Life Policy
TRPLTD Term Bond — Int/Div
MIC Holding — Distribution
Bombardier 401(k)
Charles Schwab Aggressive Fund — Int/Div
Wells Fargo 401(k)
wStable Fund — Int/Div
Southland Life Insurance Policy — Interest
Morgar Professional Center — None
Banco Bilbao — Int/Div
Brokerage Account
Merrill Lynch Ready Assets Prime Money — Int/Div
w=Mermnll Lynch Demand Deposit Account — Interest
Bank of America Account — Interest
Wells Fargo stock — Int/Div
Community First {Bank Account) — Interest
Bank of America Stock — Int/Div
T. Rowe Price IRA
TRP Personal Strategy Balanced — Int/Div
Bank of America 401{k)x) Fund
wwsBond - 10 Year Credit (See Part VIL)
Vanguard Inst. Index Plus — Int/Div
Bluckrock Eq. Divd — Int
MKH Development LLC — None
Ofhcer/Director, Morales Construction Co, Inc
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member, Community Hospice of Northeast Flonda
Board Member, Leadership Jacksonville
Board Member, University of Florida, College of Law, Board of Trustees
Board Member, Board of Visitors, The Bolles School
Spouse's income — 2015 — Bank of America - salary
Part | - The Irrevocable Trust disclosed on Line 6 1s an unfunded trust.
Part VII, Line 23 - It appears that the administrator of this 401(k) removed this asset and re-allocated the balance in the first quarter of 2016, 1 do not have any
further information.
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.