Charles F. Eick
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
48
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Limited partnership, Int, in MSK Realty (Office Building) — Distribution
LP. Morgan Chase (Savings Acct.) — Interest
Citibank (Savings Acct.) — Interest
LP. Morgan Chase (IRA-CD) — Interest
Bank of America (IRA-CD) — Interest
LP. Morgan Chase (IRA-CD) — Interest
J.P. Morgan Chase (IRA-CD) — Interest
Wells Fargo Bank (Savings Acct.) — Interest
Wells Fargo Bank (Savings Acct.) — Interest
Lincoln Financial (Savings Acct.) — Interest
U.S. Bank (Savings Acct.) — Interest
Union Bank (CD) — Interest
Bank of the West (CD) — Interest
Trust (3) — Interest
Wells Fargo (Checking) — Interest
Franklin Templeton Investments Tax Free Mutual Fund — Int/Div
Comcast Corp. (Stock) — Int/Div
AT&T Inc. (Stock) — Int/Div
NCR Corp. (Stock) — None
Teradata Corp. (Stock) — None
Verizon Comm. (Stock) — Int/Div
Frontier Comm. (Stock) — Int/Div
Vodafone Group PLC (Stock) — Int/Div
Century Link — Int/Div
Fairpoint Communications Inc. (Stock) — None
Union Bank (Checking Acct.) — Interest
Bank of America (Savings Acct.) — Interest
Bank of America (CD) — Interest
Buank of the West (CD) — Interest
Bunk of the West (CD) — Interest
Union Bank (CD) — Interest
Citibank (CD) — Interest
Citibank (Checking Acct.) — Interest
UBS Fmancial Services, Inc. (Managed Acct): — Int/Div
American Funds Capital World (Mutual FO CLF — Int/Div
Davis NY Venture FD, Inc. (Mutual Fd) CLA — Int/Div
Lazard Intl Equ Prtflio Fad-OpenS (Mut Fd) — Int/Div
Oppenheimer Dev Mark FD C1 A — Int/Div
Royce FD (Mut Fd) (Opportunity FD) — Int/Div
Eaton Vance Mut Fds (Mut F) Fl Rate CI C — Int/Div
Wells Fargo Advatge Hi Inc Fd Class INV (Mut Fy — Int/Div
UBS FDS (Mutual Fund) Dynamic Alph A — Int/Div
UBS FDS (Mutual Fund) Global All A — Int/Div
RMA Money Market — Int/Div
Managers Cadence Capital Apprec. Fd (Mut. Fund) — Int/Div
wColumbia Select Large Cap Value Fnd A (Mut. Fund) — Int/Div
Wells Fargo Bank (CD) — Interest
Limited Partnership interest in FHB Beverly Hill LP (Apt complex) — Distribution
Line 11 in Section VII is now blank because, as reported on the Financial Disclosure Report for 2015, the New York Life Savings account was closed on 3/2/15.
The Bank of the West CD (line 15) camed less interest in 2016 than m 2015.
The income and value of individual assets of the Charles F, Eick Descendants’ Trust are now reported individually as well as collectively at lines 16-50,
Line 50 reflects information for a trust asset, & Wells Fargo CD, opened 7/11/15, which inadvertently
omitted from the Financial Disclosure Report for 2015.
The limited partnership in FHB Beverly Hill LP, reported on line 50 of the Financial Disclosure Report for 2015 is now reported on line 51. FHB Beverly Hill LP
made larger distributions to the limited partners in 2016 than it made in 2015.
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.