Andrea K. Johnstone
2015Annual
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Pull out the substance of this filing.
What was filed
16
investments
0
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Proctor Academy
- Bates College
- Memmuck County Savings Bank
- Chase Bank
- self-employed attorney
As filed
TD Bank Accounts — Interest
Memmack County Savings Bank Accounts — Interest
T. Rowe Price Retirement 2030 — Int/Div
Eaton Vance Tax Med. Growth — Int/Div — Redeemed
Eaton Vance Floating Rate Fund Class C — Int/Div — Redeemed
Oppenheimer Global Allocation Fund A — Int/Div
Oppenheimer Main St. Select Fund A — Int/Div
Allancebern CBF AB Mod Gr A — None — Redeemed
Alliancebern CBF AB Mod Gr BX — None — Redeemed
Alliancebern CBF AB Mod Gr A — None
Allancebern CBF AB Mod Gr BX — None
State of NH College Savings Bonds — Interest
Putnam Dynamic Assoc. All G&W — Int/Div
Two Shares Caterpillar Inc. Stock — Int/Div
Fidelity Cash Reserves IRA — None
Northwestern Mutual 90 Life — None
Liability — Proctor Academy — Tuition
Liability — Bates College — Tuition
Liability — Memmuck County Savings Bank — Line of Credit
Liability — Chase Bank — Credit Cards
Spouse's income — 2015 — self-employed attorney
Regarding Part I, Line 2.: Upon receipt of a distribution in 2015, 1 realized that while 1 had cut all ties and withdrawn from my prior Jaw firm, 1 was, due to an
oversight, still considered a partoer in an investment LLC. 1 refused the distribution und retumed the checks issued to me. This oversight has been resolved and
will not be on future reports.
Regarding Part VII, lines 8-11: 1 have confirmed with my financial planner who confirmed with these mvestments that there is no reportable income eamed during
the reporting period. This is consistent with the quarterly statements reveeived.
Regarding Part VII, Line 16, Northwestern Mutual Life 90, this was owned during the 2013 und 2014 reporting period, but was inadvertently omitted from prior
reports based on a mistaken belief that all life insurance policies we purchased were term policies.
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