Viktor V Pohorelsky

2013Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 31

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • US, Department of Education, William D. Ford Federal Direct Loan Program
  • Studio In A School (teachmmg)

As filed

Rental Apartment; Brooklyn NY — Rent

Boeing, Inc. Common Stock — Int/Div

ING Growth and Equity Fund Mutual Fund — Int/Div

Rochester Fund Municipals Fund A Mutual Fund — Int/Div

Lake Charles, LA vacant lot; undivided one sixth interest — None

Citibank interest bearing checking account = — Interest

Citibank savings account — Interest

TD Bank Interest Bearing Checking Account (X) — Interest

Nationwide Insurance IRA - Variable Annuity Contract — None

NVIT Government Bond Fund

NVIT Nationwide Fund

Citibank IRA — Int/Div

ClearBridge Equity Income Builder Fund Class A

Prudential IRA — Int/Div

Calamos Growth & Income Fund

First Eagle Global Fund

Smith Barney Aggressive Growth Fund

Moneymart Assets Inc. Money Market Fund

Cisco Systems, Inc. Common Stock — Int/Div

General Electric Co. Common Stock — Int/Div

Intel Corp. Common Stock — Int/Div

Johnson & Johnson Co. Common Stock — Int/Div

Microsoft Corp. CommonStock — Int/Div

Education Savings Plan # — None

Scholars Edge: New Mexico 529 Program — None

Aggressive Portfolio — Sold (part)

Drevfus Research Growth Portfolio — Sold (part)

Moneymart Assets Inc. Money Market Fund — Int/Div

Equitable Whole Life Policy — None

Express Scripts Holding Company — None

SPDR Dow Jones REIT — Int/Div

Liability — US, Department of Education, William D. Ford Federal Direct Loan Program — Student Loan

Spouse's income — 2013 — Studio In A School (teachmmg)

Part VII: The Nationwide Insurance IRA is a Variable Annuity Contract which does not yield income such as dividends or interest. The investment is a purchase

of “units” of accounts which are in turn invested in mutual funds, The number of units purchased remains essentially the same (slight deductions are taken

annually for administrative fees), but the value of each unit increases or decreases with fluctuations in the mutual funds markets,

Part VII: The name of one of the mutual funds whose shares are held by the Prudential IRA was changed from Smith Barney Aggressive Growth Fund to Legg

Mason Partners ClearBridge Aggressive Growth Fund. To my knowledge the change was in name only.

Part VII: The Education Savings Plan #1 is an Internal Revenue Code Section 529 Trust administered by a partmership of nationally recognized financial

institutions. It is an investment vehicle to provide for higher education expenses for [0 The monies invested (known as contributions) are used to

purchase units in various investment portfolios which in tum mvest in mutual funds or other mvestment instruments. The value of cach unit increases or decreases

with fluctuations in the value of the mutual funds or other investment instruments in which the investment portfolio is invested. No income is received by, and

no distributions are made to, the investors except that the investors may redeem units to pay for the educational expenses of © for whose benefit the

investment contributions are made.

Part VII: All of the sales noted with respect to the Education Savings Plan #1 constituted withdrawals that were used to pay college expenses for one of the

beneficiaries of the plan.

Part VII: The name of one of the portfolios listed under Education Savings Plan #1 was changed from Large Cap Growth Portfolio to Dreyfus Research Growth

Portfolio. To my knowledge the portfolio itself was otherwise unchanged,

Part VII: The TD Bank Checking Account is added to this report because the value at year end exceeded the $5,000 threshold. In reviewing records from calendar

year 2012, | found that | overlooked the fact that the year-end value of the account for 2012 also exceeded $5,000 (slightly) and that this account should therefore

have been noted in last year's report as well, The account was first opened in 2007, | have now rechecked all years since it was opened and have determined that

2012 was the only previous year when the year-end value exceeded the $5,000 threshold.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.