# Mary Ann Whipple > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11894 ## Record - **Judge:** Mary Ann Whipple - **Year:** 2017 - **Report type:** Annual - **Pages:** 9 ## Text Franklin Equity Income Fund-Class A — Int/Div Huntington National Bank(IRANCD)(cash accounts) — Interest — Note in Part VII Memill Lynch Ready Assets Trust — Int/Div Blackrock Mid Cap Growth Equity Portfolio Class A — Int/Div AB International Growth Fund Class A — None Nuveen Enhanced AMT-Free Municipal Credit Opportunity Fund (NVG) — Int/Div Blackrock Balanced Capital Fund Class A — Int/Div MFS Municipal Income Fund A — Int/Div MFS Global Total Retum Fund A — Int/Div MainStay Large Cap Growth Fund Class A — Int/Div MainStay Common Stock Fund Class A — Int/Div MainStay ICAP Select EQ Fund Class A — Int/Div — with line 12) — Note in Part VII MainStay Epoch US Equity Yield Fund Class A — Int/Div — Open — Note mn Part VII MainStay Cornerstone Growth Fund Inv Class (IRA) — Int/Div Investment Company of America-A Fund Number 4 — Int/Div UBS Pace Large Company Value Equity Fund Class C — Int/Div UBS Bank USA — Interest UBS Pace Global Fixed Income Fund Investors Class — Int/Div UBS US. Allocation Fund Class — Int/Div Columbus Life Ins. Co. Fixed Annuity — Interest Vanguard Windsor Il Fund (UGMA) — Int/Div — Note in Part VII Washington Federal Seattle Wash (CD) (UGMA) — Interest — Note mm Part VII US. Savings Bonds — None STRS (Ohio) Money Market Account (Ohio public pension) — Int/Div STRS (Ohio) Russell 1000 Index Fund {Ohio public pension) — Int/Div PNC Bank (cash account) (CD) — Interest Sun Federal Credit Union (cash account) — Interest FirstMerit Bank (cash account) — Interest — Closed — Note in Part VII Northwestern Mutual Extra Ordinary Life Policy — Int/Div Northwestern Mutual 65 Life Policy — Int/Div New York Life Whole Life Policy — Int/Div New York Life Paid-up at 85 — Int/Div — Open — Note in Part VII Washington Federal Seattle Wash (cash account NCD) — Interest The Trust Company of Toledo, N.A (IRA Rollover) (H) Vanguard Institutional Index Fund (IRA) — Int/Div MFS Int'l New Discovery-1 Fund (IRA) — Int/Div — Buy (add'l) MFS Int'l New Discovery-1 Fund (IRA) — Buy (add'l) Vanguard Short Term Federal Bond Fund (IRA) — Int/Div — Buy (add'l) Northern Institutional Prime Obligations Portfolio (IRA) — Interest Vanguard Intermediate Term Bond Index (IRA) — Int/Div — Buy (add'l) Harbor International Fund (IRA) — Int/Div — Buy (add'l) Harbor Bond Fund (IRA) — Int/Div Fidelity Contrafund (IRA) — Int/Div — Buy (add'l) Fidelity Contrafund (IRA) — Buy (add'l) Sterling Capital Stratton Small- Cap Value Fund (IRA) — Int/Div — Buy (add'l) Dodge & Cox Stock Fund (IRA) — Int/Div — Buy (add'l) Dodge & Cox Stock Fund (IRA) — Buy (add'l) Dodge & Cox Stock Fund (IRA) — Buy (add'l) Dodge & Cox Stock Fund (IRA) — Buy (add'l) Vanguard Dividend Growth-1 (IRA) — Int/Div — Buy (add'l) Vanguard Dividend Growth-1 (IRA) — Buy (add'l) Vanguard Dividend Growth-1 (IRA) — Buy (add'l) wlnvesco Int'l Growth (IRA) — Int/Div — Buy (add'l) Trust #1 (H) — Note in Part VII Massachusetts Mutual Permanent Life Policy — Int/Div Northwestern Mutual Whole Life Policy — Int/Div Columbus Life Insurance Policy (whole life) — Int/Div The Huntington Investment Co. (H) American Funds: Capital World Growth & Income Fund A — Int/Div American Funds: Washington Mutual Investors Fund Class A — Int/Div American Funds: High Income Municipal Bond Fund Class A — Int/Div American Funds: Tax Exempt Bond Fund of America A — Int/Div Custodian, Uniform Gaft to Minors Act See Note m Part VII Executive Committee Member, Mormison R, Waite Chapter, American Inns of Court Executive Board Secretary, University of Michigan Club of Toledo Agreement — 1991 — State Teachers Retirement System (Ohio); interest in public pension plan Reimbursement — American Bankruptcy Institute — 6171117 — Traverse City, M1 — Workshop Speaker — workshop registration fee and materials, lodging and meals Reimbursement — Federal Bar Association, Western District of Michigan — 772717 wo 7/29/17 — Boyne Highlands, M1 — Seminar speaker — SCMIINAT MegISIration fee and materials, transportation and meals Reimbursement — American Bankruptcy Institute — 1191710 11/10/17 — Troy, MI — Semmar Speaker — SCI registration fee and materials, lodging and meals Parts | and VII [Lines 54-57] Note: Trust #1 is a life insurance trust for a family member of which | am the trustee. The three whole life insurance policies assigned to Trust #1 [Line 54] are reported in Part VII [Lines 55-57], Part Tand VII [Lines 21 and 22] Note: The Minor reached the age of majority under the Ohio UGMA statute in 2014. However, the Washington Federal (Scuttle Wash) CD reported at Part VII [Line 22] and the Vanguard Windsor 11 Fund reported at Part VII [Line 21] were both still maintained in my name as custodian and in my nominal custody at December 31, 2017. Part VII [Line 1] Note: The Huntington National Bank IRA reported at Part VII [Line 1] is invested in a Huntington National Bank CD, Part VII [Lines | and 28] Note: First Merit Bank merged into Huntington National Bank effective February 18, 2017. The cash account reported in Line 28 became a Huntington National Bank account and 1s now included in the assets reported on Line 1. Part VII [Lines 11 and 12] Note: The shareholders of the MainStay ICAP Select EQ Fund approved a reoganization of that fund into the MainStay Epoch US Equity Yield Fund Class A effective on May 8, 2017, with no gain or loss occurring. Part VII [Line 32] Note: A family member was the owner of the New York Life Paid-up at 85 policy on my life and transferred policy ownership to me. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11894. Public record. Not legal advice.