James W. Boyd

2015Annual

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Pull out the substance of this filing.

What was filed

  • 24

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • 15
  • 11 and #12
  • Limon Street Investments, LLC
  • First Community Bank
  • Federal Bar Association
  • American Bankruptcy Institute
  • self-employed “early childhood specialist”

As filed

Assignment of mterest in Union Street Partners LLC to former partner — Int/Div

Union Street Investments, LLC — Int/Div

Cash Surrender Value Lite Insurance. Midwestern United Life Insurance C — None

Fifth Third Bank Checking Account — Int/Div

Fifth Third Relationship Money Market Account — Int/Div

Members Credit Union Checking Account, wk/a 4Front Credit Union — None

Members Credit Union Share Account, n/k: a 4Front Credit Union — None

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Prime Money Market Fund — Int/Div — Buy (add'l) — 15

9 above continued) — Sold (part) — 15

Vanguard Total Stock Market Index Fund Admiral Shares — Int/Div

Powershares QQ Trust Series — Int/Div

Firsthand Technology Value Fund Ine — Int/Div

Vanguard Target Retirement Fund 2015. IRA — Int/Div

Vanguard Prime Money Market Fund-SEP IRA — Int/Div — Buy (add'l) — 11 and #12

Vanguard Prime Money Market Fund-IRA — Int/Div

State of MI Stable Value Fund-401k — Int/Div

State of MI Pimeo Total Return Fund-401k — Int/Div

State of MI Dodge and Cox Stock Fund-401k — Int/Div

Vanguard Emerging Market Index-401k — Int/Div

State of MI Stable Value Fund-457 — Int/Div

State of MI Dodge and Cox Stock Fund-457 — Int/Div

Vanguard Emerging Market Fund-457 — Int/Div

Vanguard Life Strategy Income Fund IRA — Int/Div

Membership mterest (1/3), Limon Street Investments, LLC

Agreement — 2014 — Kuhn, Darling, Boyd, and Quandt, PLC. Finalization of pre-May 34). 2014 income and expenses, capital account, etc all reconciled for 2014 per final K1 10/15

Liability — First Community Bank — Limited guaranty regarding Union Street Partmers, LLC

Liability — First Community Bank — Limited guaranty regarding Union Street Investments, LLC

Reimbursement — Federal Bar Association — 7/30/15-81/15 — Mompsonville, MI — Legal education seminar for attorneys — Meals, lodging, registration, mileage

Reimbursement — American Bankruptcy Institute — 111M 1S<1171 1/15 — Troy, MI — Legal eduation seminar for attorneys, — Meals, lodgmg, registration, mileage

Spouse's income — 2015 — self-employed “early childhood specialist”

11): This item is listed for reference purposes only. The reportable income for 2014 reported for this asset, and on Line 111) for 2014, was $840,309.00.

Actual income as reported per my 2014 K1, which was not completed by the law firm until October 2015, was $2,706 less than this amount. Per my discussion

with committee staff, | have elected to report this modification in this manner, as opposed to amending my 2014 report, given the non-material amount of the

discrepancy.

VI(2): This contingent liability was eliminated during the reporting period upon the sale of the building subject to a mortgage and the payment in full of same.

[See Note to VIap2)].

VIlGa)(1): This transaction reflects the sale of my interest in the LLC to another LLC member for $96,000 to be paid in installments until June 2016, as reflected in

VIN2). This agreement was modified in 2016 to extend the receivable until 2017.

VIl(a)(2): This entity owns real property, which was sold during 2015. The income reflects my capital gain distribution from this entity on the sale of the real

property. At the end of the reporting period, the entity still existed and held nominal assets,

VIl{a)( 15): This transaction reflects contribution for the period 1/1/14-5/30/14, prior to becoming a federal employee.

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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