# Mary Ann Whipple > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13934 ## Record - **Judge:** Mary Ann Whipple - **Year:** 2015 - **Report type:** Annual - **Pages:** 9 ## Text Huntington National Bank(IRANCD)(cash accounts) — Interest — Note in Part VII Memill Lynch Ready Assets Trust — Int/Div Blackrock Mid Cap Growth Equity Portfolio Class A — Int/Div AB International Growth Fund Class A — None — Note mn Part VII Nuveen Insured Municipal Opportunity Fund — Int/Div Blackrock Balanced Capital Fund Class A — Int/Div MFS Municipal Income Fund A — Int/Div MFS Global Total Retum Fund A — Int/Div MainStay Large Cap Growth Fund Class A — Int/Div MainStay Common Stock Fund Class A — Int/Div MainStay ICAP Select EQ Fund Class A — Int/Div MainStay Cornerstone Growth Fund Inv Class (IRA) — Int/Div Investment Company of America-A Fund Number 4 — Int/Div Franklin Equity Income Fund-Class A — Int/Div UBS Pace Large Company Value Equity Fund Class C — Int/Div UBS U.S. Equity Opportunity Fund Class ( — None UBS Pace International Fixed Income Fund Class C — Int/Div UBS US. Allocation Fund Class — None UBS RMA Money Market Portfolio — None Columbus Life Ins. Co. Annuity — Interest Vanguard Windsor Il Fund (UGMA #2) — Int/Div Washington Federal Seattle Wash. (CD UGMA #41) — None — Closed — Note mm Part VII Washington Federal Seattle Wash (CD UGMA #2) — Interest US. Savings Bonds — None STRS (Ohio) Money Market Account (Ohio public pension) — Int/Div STRS (Ohio) Russell 1000 Index Fund {Ohio public pension) — Int/Div PNC Bank (cash account (CD) — Interest United Services Federal Credit Union (cash account) — Interest FirstMerit Bank (cash account) — Interest Northwestern Mutual Extra Ordinary Life Policy — Int/Div Northwestern Mutual 65 Life Policy — Int/Div New York Life Whole Life Policy — Int/Div Washington Federal Seattle Wash (cash account NCD) — Interest The Trust Company of Toledo, N.A (IRA Rollover) (H) Vanguard Institutional Index Fund (IRA) — Int/Div Buffalo Small Cap Fund (IRA) — None — Buy (add'l) MFS Intl New Discovery-1 Fund (IRA) — Int/Div Vanguard Short Term Federal Bond Fund (IRA) — Int/Div Northern Institutional Prime Obligations Portfolio (IRA) — Interest Vanguard Intermediate Term Bond Index (IRA) — Int/Div — Buy (add'l) Vanguard Intermediate Term Bond Index (IRA) — Buy (add'l) Harbor International Fund (IRA) — Int/Div — Buy (add'l) Harbor Bond Fund (IRA) — Int/Div — Buy (add'l) Fidelity Contrafund (IRA) — Int/Div — Buy (add'l) Fidelity Contrafund (IRA) — Buy (add'l) Sterling Capital Stratton Small- Cap Value Fund (IRA) — Int/Div — Buy (add'l) — Note in Part VII Dodge & Cox Stock Fund (IRA) — Int/Div — Buy (add'l) Dodge & Cox Stock Fund (IRA) — Buy (add'l) Vanguard Dividend Growth-1 (IRA) — Int/Div — Buy (add'l) S10. — Buy (add'l) Invesco Int'l Growth (IRA) — Int/Div Trust #1 (H) — Note in Part VII Massachusetts Mutual Permanent Life Policy (X) — Int/Div Northwestern Mutual Whole Life Policy xX) — Int/Div Columbus Life Insurance Policy (whole life) (X) — Int/Div The Huntington Investment Co. (H) American Funds: Capital World Growth & Income Fund A — Int/Div — Buy American Funds: Washington Mutual Investors Fund Class A — Int/Div — Buy American Funds: High Income Municipal Bond Fund Class A — Int/Div — Buy Amencan Funds: Tax Exempt Bond Fund of America A — Int/Div — Buy Huntington National Bank(IRANCD)(cash accounts) — Interest — Note in Part VII Memill Lynch Ready Assets Trust — Int/Div Blackrock Mid Cap Growth Equity Portfolio Class A — Int/Div AB International Growth Fund Class A — None — Note mn Part VII Nuveen Insured Municipal Opportunity Fund — Int/Div Blackrock Balanced Capital Fund Class A — Int/Div MFS Municipal Income Fund A — Int/Div MFS Global Total Retum Fund A — Int/Div MainStay Large Cap Growth Fund Class A — Int/Div MainStay Common Stock Fund Class A — Int/Div MainStay ICAP Select EQ Fund Class A — Int/Div MainStay Cornerstone Growth Fund Inv Class (IRA) — Int/Div Investment Company of America-A Fund Number 4 — Int/Div Franklin Equity Income Fund-Class A — Int/Div UBS Pace Large Company Value Equity Fund Class C — Int/Div UBS U.S. Equity Opportunity Fund Class ( — None UBS Pace International Fixed Income Fund Class C — Int/Div UBS US. Allocation Fund Class — None UBS RMA Money Market Portfolio — None Columbus Life Ins. Co. Annuity — Interest Vanguard Windsor Il Fund (UGMA #2) — Int/Div Washington Federal Seattle Wash. (CD UGMA #41) — None — Closed — Note mm Part VII Washington Federal Seattle Wash (CD UGMA #2) — Interest US. Savings Bonds — None STRS (Ohio) Money Market Account (Ohio public pension) — Int/Div STRS (Ohio) Russell 1000 Index Fund {Ohio public pension) — Int/Div PNC Bank (cash account (CD) — Interest United Services Federal Credit Union (cash account) — Interest FirstMerit Bank (cash account) — Interest Northwestern Mutual Extra Ordinary Life Policy — Int/Div Northwestern Mutual 65 Life Policy — Int/Div New York Life Whole Life Policy — Int/Div Washington Federal Seattle Wash (cash account NCD) — Interest The Trust Company of Toledo, N.A (IRA Rollover) (H) Vanguard Institutional Index Fund (IRA) — Int/Div Buffalo Small Cap Fund (IRA) — None — Buy (add'l) MFS Intl New Discovery-1 Fund (IRA) — Int/Div Vanguard Short Term Federal Bond Fund (IRA) — Int/Div Northern Institutional Prime Obligations Portfolio (IRA) — Interest Vanguard Intermediate Term Bond Index (IRA) — Int/Div — Buy (add'l) Vanguard Intermediate Term Bond Index (IRA) — Buy (add'l) Harbor International Fund (IRA) — Int/Div — Buy (add'l) Harbor Bond Fund (IRA) — Int/Div — Buy (add'l) Fidelity Contrafund (IRA) — Int/Div — Buy (add'l) Fidelity Contrafund (IRA) — Buy (add'l) Sterling Capital Stratton Small- Cap Value Fund (IRA) — Int/Div — Buy (add'l) — Note in Part VII Dodge & Cox Stock Fund (IRA) — Int/Div — Buy (add'l) Dodge & Cox Stock Fund (IRA) — Buy (add'l) Vanguard Dividend Growth-1 (IRA) — Int/Div — Buy (add'l) S10. — Buy (add'l) Invesco Int'l Growth (IRA) — Int/Div Trust #1 (H) — Note in Part VII Massachusetts Mutual Permanent Life Policy (X) — Int/Div Northwestern Mutual Whole Life Policy xX) — Int/Div Columbus Life Insurance Policy (whole life) (X) — Int/Div The Huntington Investment Co. (H) American Funds: Capital World Growth & Income Fund A — Int/Div — Buy American Funds: Washington Mutual Investors Fund Class A — Int/Div — Buy American Funds: High Income Municipal Bond Fund Class A — Int/Div — Buy Amencan Funds: Tax Exempt Bond Fund of America A — Int/Div — Buy Custodian, LUmiform Gaft to Mimors Act #1 See Note m Part VII Custodian, Uniform Gift to Mimors Act Minor £2 See Note Part VIII Executive Committee Member, Maormison R. Waite Chapter, American Inns of Court Executive Board Member, University of Michigan Club of Toledo Custodian, LUmiform Gaft to Mimors Act #1 See Note m Part VII Custodian, Uniform Gift to Mimors Act Minor £2 See Note Part VIII Executive Committee Member, Maormison R. Waite Chapter, American Inns of Court Executive Board Member, University of Michigan Club of Toledo Agreement — 1991 — State Teachers Retirement System (Ohio); interest in public pension plan Agreement — 1991 — State Teachers Retirement System (Ohio); interest in public pension plan Reimbursement — Cleveland Metro Bar Association — 5/18/1510 5/19/18 — Cleveland, OH — Seminar speaker — SCMIINT MegISIration fee and materials, transportation expenses, and lodging Reimbursement — Nanonal Conference of Bankruptcy Judges (NCBJ) — 9/28/15 10 93M 1S — Mam, FL — Attend NCBJ annual meeting — lodging Reimbursement — Cleveland Metro Bar Association — 5/18/1510 5/19/18 — Cleveland, OH — Seminar speaker — SCMIINT MegISIration fee and materials, transportation expenses, and lodging Reimbursement — Nanonal Conference of Bankruptcy Judges (NCBJ) — 9/28/15 10 93M 1S — Mam, FL — Attend NCBJ annual meeting — lodging Parts | and VII Notes: Trust #1 1s a life insurance trust for a family member of which | am the trustee. The three whole life insurance policies assigned to Trust #1 are reported in Part VII [Lines 53-55]. Part Tand VII Notes: Minor #1, a family member, reached the age of majority under the Ohio UGMA statute in 2011. However, the Washington Federal (Seattle Wash) CD reported at Part VII [Line 22] was still maintained in my name as custodian at December 31, 2014. The beneficiary redeemed the CD, closed the account and removed the funds from my nominal custody on January 9, 2015. Minor #2, a family member, reached the age of majority under the Ohio UGMA statute in 2014, However, the Washington Federal (Seattle Wash) CD reported at Part VII [Line 23] and the Vanguard Windsor 11 Fund [Line 21] were both still maintained in my name as custodian and in my nominal custody at December 31, 2015. Part VII Note: The Huntington National Bank IRA reported at Part VII [Line |] is invested in a Huntington National Bank CD. Part VII Note: AllianceBernstein International Growth Fund Class A reported at Part VII [Line 4] changed its name to AB International Growth Fund Class A effective January 20, 2015. Part VII Note: Stratton Small-Cap Value Fund reported at Part VII [Line 46] changed its name to the Sterling Capital Stratton Small-Cap Value Fund efective November 17, 2015, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13934. Public record. Not legal advice.