Edward John Davila

2011Annual

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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

  • 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.

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Edward John Davila | Frix