Viktor V Pohorelsky

2014Annual

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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

  • 33

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • US, Department of Education, William ) D. Ford Federal Direct Loan Program
  • Studio In A School (teachmmg)
  • Port Washington (NY) School District (teaching)

As filed

Rental Apartment; Brooklyn NY — Rent

Boeing, Inc. Common Stock — Int/Div

Voya Core Equity Research Fund Mutual Fund — Int/Div

Oppenheimer Rochester Fund Municipals Fund A Mutual Fund — Int/Div

Lake Charles, LA vacant lot; undivided one sixth interest — None

Citibank mterest bearing checking account — Interest

Citibank savings account — Interest

TD Bank Interest Bearing Checking Account — Interest

Nationwide Insurance IRA - Variable Annuity Contract — None

NVIT Government Bond Fund — None

NVIT Nationwide Fund — None

Citibank IRA — Int/Div

ClearBridge Equity Income Builder Fund Class A — Int/Div

Prudential IRA — Int/Div

Calamos Growth & Income Fund — Int/Div

First Eagle Global Fund — Int/Div

Smith Barney Aggressive Growth Fund — Int/Div

Moneymart Assets Inc. Money Market Fund — Int/Div

Cisco Systems, Inc. Common Stock — Int/Div — Sold

General Electric Co. Common Stock — Int/Div — Sold

Intel Corp. Common Stock — Int/Div

Johnson & Johnson Co. Common Stock — Int/Div

Microsoft Corp. CommonStock — Int/Div

Education Savings Plan # — None

Scholars Edge: New Mexico 529 Program — None

Aggressive Portfolio — None — Sold (part)

Aggressive Portfolio — Sold (part)

Drevfus Research Growth Portfolio — None — Sold (part)

Drevfus Research Growth Portfolio — Sold (part)

Moneymart Assets Inc. Money Market Fund — Int/Div

Equitable Whole Life Policy — None

Express Scripts Holding Company — None

SPDR Dow Jones REIT — Int/Div

Liability — US, Department of Education, William ) D. Ford Federal Direct Loan Program — Student Loan

Spouse's income — 2014 — Studio In A School (teachmmg)

Spouse's income — 2014 — Port Washington (NY) School District (teaching)

Part VII: The Nationwide Insurance IRA is a Variable Annuity Contract which does not yield income such as dividends or interest. The investment is a purchase

of “units” of accounts which are in turn invested in mutual funds, The number of units purchased remains essentially the same (slight deductions are taken

annually for administrative fees), but the value of each unit increases or decreases with fluctuations in the mutual funds markets,

Part VII: The Education Savings Plan #1 is an Internul Revenue Code Section 529 Trust administered by a partnership of nationally recognized financial

stitutions. It is an mvestment vehicle to provide for higher education expenses fol IN The monies invested (known as contributions) are used to

purchase units in various investment portfolios which in tur invest in mutual funds or other mvestment instruments. The value of each unit increases or decreases

with fluctuations in the value of the mutual funds or other investment instruments in which the investment portfolio is invested. No income is received by, and

no distributions are made to, the investors except that the investors may redeem units to pay for the educational expenses of the JIN for whose benefit the

investment contributions are made.

Part VII: All of the sales noted with respect to the Education Savings Plan #1 constituted withdrawals that were used to pay college expenses for one of the

beneficiaries of the plan.

Part VII: The proceeds of the sales of the shares of Cisco Systems, Inc. and General Electric Company were used to fund the down payment on the purchase of a

personal weekend residence.

Part VII, Line 3: The mutual fund listed in previous reports as ING Growth and Equity Fund changed its name to Voya Core Equity Research Fund. The increase

in the value of that asset is attributable solely to appreciation of its market price,

Part VII: The reduction in value of the Citibank Savings Account was the result of a withdrawal used to fund the down payment on the purchase of a personal

weekend residence,

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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Viktor V Pohorelsky | Frix