Mary J Schoelen
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
28
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Department of Education
- Co -salary
As filed
Vanguard 500 Index Fund (403(h)) — Buy (add'l)
USAA Income Stock Fund (Roth IRA) — Int/Div
Fidelity Spartan Intl Index Fund (403(h)) — Int/Div
Fidelity Spartan S00 Index Fund (IRA) — Int/Div
Vanguard 500 Index Fund (403(h)) — Int/Div — Buy (add'l)
Vanguard 500 Index Fund (403(h)) — Buy (add'l)
Vanguard 500 Index Fund (403(h)) — Buy (add'l)
Vanguard Developed Markets Index Fund (403(b)) — Int/Div
Vanguard 500 Index Fund (401(a)) — Int/Div — Buy (add'l)
Vanguard 500 Index Fund (401(a)) — Buy (add'l)
Vanguard 500 Index Fund (401(a)) — Buy (add'l)
Vanguard 500 Index Fund (401(a)) — Buy (add'l)
Vanguard Developed Markets Index Fund (40a) — Int/Div
TIAA Traditional Fund (403(b)) — Interest
CREF Equity Index Fund (403(h)) — None
TIAA/CREF International Equity Index (403(b)) — Int/Div
TIAA/CREF S&P S00 Index (403(b)) — Int/Div
TIAA Real Estate Fund (403(b)) — None
FIDELITY BROKERAGE ACCT
Fluor Corp Common Stock (FLR) — Int/Div
iShares EAFE Index exchange traded fund (EFA) — Int/Div
S&P 500 Depository Recipt exchange traded fund (SPY) — Int/Div
Berkshire Hathaway Inc Class B Common Stock (BRKB) — None
Fidelity Spartan 500 Index Investor Class Mutual Fund — Int/Div
BANK ACCOUNTS
Bank of America - Money Market Savings Acct (X) — Interest
Bank of America - Regular Savings Acct — Interest
Bank of America - Platinum Money Market Savings Acct — Interest
Liability — Department of Education — student loan
Spouse's income — 2012 — Co -salary
Part 111. B_, line 1:
was still employed by the
in 2012, but
was on loan to the U.S. Department of Homeland Security for the
entire year. The federal government reimbursed the university for
salary.
Part VII: Regarding monthly contributions to
403b and 401a retirement accounts (lines 1-18): We were advised only monthly contributions exceeding
$1000 need to be reported. The majori
f contrubutions were below that threshold, but those over S1000 are declared,
Part VII, lines 20-25 are all part of the Fidelity Brokerage Account.
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.