Richard A. Lazzara
2011Annual
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What was filed
16
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
1
spouse income
Named parties
- First Community Bank of America
- State of Flonda, Retirement System
- Salary, University of South Florida
As filed
L.O.C.Ine. stock (closed corp.) appraised 9/30/95 — Interest
Plaza Equipment Co. {closed com.) — Interest
Partnership (closed partnership) — Interest
Nationwide Retirement Solutions (deferred comp.) — Interest
PanAmerican Life (IRA) New Orleans, LA — Interest
Pan American Life (IRA) New Orleans, LA — Interest
TIAA-CREEF (retirement annuity) NY, NY — Interest
Suncoast Schools Credit Union, Tampa, FL — Interest
University of South Florida Credit Union, Tampa, FL — Interest
Wachovia Bank n/k/a Wells Fargo — Interest
University of South Florida Credit Union (IRA), Tampa, FL — Interest
University of South Florida Credit Union (IRA), Tampa, FL. — Interest
Bank of America, Tampa, FL — Interest
Boston Financial Tax Credit Fund Plus — Int/Div
Suntrust Bank — Interest
Prmcipal Financial Group — Interest — Buy
Liability — First Community Bank of America — Commercial Loan Guaranty for Partnership (7/2°2010)
Income — 2011 — State of Flonda, Retirement System — S$37.062.66
Spouse's income — 2011 — Salary, University of South Florida
VIL Investments and Trusts
(16) Principal Financial Group
This is in response to the Committee on Financial Disclosures letter of mquiry dated July 2, 2012, with regard to the asset listed as “Principal Financial Group™ in
Part VII, page 4, line 16 of my 2011 Financial Disclosure Form.
Based on the letter, it hus now come to my attention that 1 inadvertently failed to list the initial purchase of this asset on January 28, 2009, and the resulting interest
earned on this asset in the sum of $8,160.00,
on my 2010 Financial Disclosure Form. This asset consists of a fixed deferred annuity contract with the Principal Financial Group m the principal sum of
$100,000, earning yearly interest at the fixed rate of 4%.
1 hope the additional information supplied in Part VII, page 4, line 16, of my amended 2011 form, as well as this explanation, is sufficient to close out my 2011
report.
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