Edward John Davila
2011Annual
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What was filed
27
investments
2
positions
0
gifts
0
agreements
4
debts
0
reimbursements
3
income
1
spouse income
Named parties
- Trinity School
- Bank of America
- Chase Bank
- Amencan Express
- Capital One
- State of California, salary
- County of Santa Clara, salary
- California Public Employees Retirement System, pension
As filed
Bank of America — Int/Div
Santa Clara County Federal Credit Union Accounts — Int/Div
Chase Bank Account — None
CalPERS Retirement Account — Interest
Investment Property, Sunnyvale, CA — None
Utah Educational Savings Plan 529: Static Option A — Int/Div
ICMA - RC 457 Deferred Compensation Plan
Am Funds Growth Fund of America Mutual Fund — Int/Div
IRA Account #1 — None
Pershing Govt Account Money Fund
AMCAP Fund Class A Mutual Fund
American High Income Trust Class A Mutual Fund
The Bond Fund of America Class A Mutual Fund
Capital Income Builder Fund Class A Mutual Fund
Capital World Bond Fund Class A Mutual Fund
Capital World Growth & Income Fund Class A Mutual Fund
Fundamental Investors Class A Mutual Fund
ING Index Plus Large-Cap Fund Class A Mutual Fund
The Income Fund of America Class A Mutual Fund
The Investment Company of America Class A Mutual Fund
New Perspective Fund Class A Mutual Fund
Brokerage Account #2
Franklin Dynatech Fund Class A Mutual Fund — Int/Div
Brokerage Account #3
Federated Govt Reserves Money Market Fund — None
Baron Growth Fund Mutual Fund — None
Dodge & Cox Stock Fund Mutual Fund — None
Chair, Board of Trustees, Trinity School
Member, Parents Diversity Advisory Committee
Liability — Bank of America — Credit Card
Liability — Chase Bank — Mortgage on Sceond Property #1, Sunnyvale, CA
Liability — Amencan Express — Credit Card
Liability — Capital One — Credit Card
Income — 2011 — State of California, salary — $26,641.83
Income — 2011 — County of Santa Clara, salary — S1.417.20
Income — 2001 — California Public Employees Retirement System, pension — $24,580.00
Spouse's income — 2011 — County of Santa Clara, salary
Part | Positions: As Chair of the Board of Trustees of Trinity School, | had no control over the school's investment assets.
Part VII Investments and Trusts:
Line 6, Column A: Utah Educational Savings Plan 529: Static Option A: Utah Public Treasurers Investment Fund (no control)
Judges Retirement System 11 Account reported in nomination report dated 01/05/11 was rolled over into IRA Account #1
IRA Account #4 (Western Asset Money Market Fund Class A) reported in nomination report dated 01/05/11 was rolled over into IRA Account #1
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.