Maxine M. Chesney
2017Annual
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What was filed
115
investments
1
positions
0
gifts
2
agreements
1
debts
1
reimbursements
3
income
1
spouse income
Named parties
- Famuly Trust #1
- Hills of Eternity Memorial Park
- American Assn for Advancement of Science
- San Francisco City & County Emplovees' Retirement System - Pension
- California Judges” Retirement System - Pension
- California Judges” Retirement System - Survivor Benefit
As filed
Common Stock - Advanced Polymer — None
Mutual Fund - Columbia CA Tax - Exempt — Interest
Bond - Calipatria CA Redev Agy — Interest — Sold (part)
Bond - Sequoia CA Hospital District — Interest
Bank Accts. - Wells Fargo — Interest
Common Stock - Cisco Systems — Int/Div — Sold (part)
IRA - Raymond James (H)
Common Stock - Berkshire Hathaway Hldg Co. CLB — None
Common Stock - Alphabet Inc — None
Common Stock - American Express — Int/Div — Sold
Common Stock - Merck & Co. — Int/Div
Common Stock - Johnson & Johnson — Int/Div — Sold
Mutual Fund - Dodge & Cox Income — Int/Div
Mutual Fund - FPA New Income — Int/Div
Common Stock - Apple Inc — Int/Div
Bond Fund - T. Rowe Price — Int/Div
Common Stock - Verizon — Int/Div
Common Stock - General Electric — Int/Div
Common Stock - Facebook, Ine — None
Common Stock - Celgene Comp. — None
Bond - Cal. Ed Facs. Rev — Interest
Bond - Pomona Cal. Redev. Agy Tax Alloc — Interest
Bond - Kern Vy Healthcare Dist CA — Interest — Sold (part)
Bond - Bell Comnty Redev Agy CA Tax — Interest — Redeemed
Common Stock « Microsoft — Int/Div
Bond - CA Ed Facs — Interest
Common Stock - American Express — Int/Div — Sold (part)
Common Stock - Berkshire Hathaway CL A — None
Bond - Valley Sanitary Dist CA — Interest — Redeemed
Common Stock - Berkshire Hathaway CL B — None
Common Stock - Farmers & Merchants Bank Long Beach — Int/Div
Common Stock « Oracle Corp. — Int/Div
Bond - Hercules CA Imp't Bd — Interest
Bond - Mojave Desert & Min CA Waste Mgmt — Interest
Bond - Woodland CA Redev Agy — Interest
Bond - Holtville CA Redev Agy — Interest
Bond - Riverbank CA Redev Agy — Interest
Bond - Long Beach CA Fin, Auth — Interest
Bond - CA Stwde Cmntys Rev — Interest
Bond - Banning CA Fin'g Auth — Interest — Redeemed
Bond - Daly City CA Hsg Dev — Interest
Bond - CA Stwde Comntys Dev Auth — Interest
Common Stock - Alphabet Inc — None
Bond - CA St. G.O. Unhd. — Interest
Bond - Lake Elsinore CA Pub Fin'g — Interest
Bond - CA St. Ref. G.O. Unltd — Interest — Sold (part)
Bond - CA St. Ref. G.O. Unltd — Redeemed
Bond - Sacto Cty Ca Arpt Sys — Interest
Common Stock « Johnson & Johnson — Int/Div — Sold (part)
Common Stock « Clorox — Int/Div
Common Stock «- Merck & Co. — Int/Div
Bank Acct. - Provident Credit Umon — Interest
Common Stock « Chevron Com. — Int/Div — Sold (part)
Corp. Bond - Dow Chemical — Interest
Mutual Fund - FPA New Incom — Int/Div — Buy (add'l)
Corp. Bond - Time Warner — Interest
Mutual Fund - Dodge & Cox Income — Int/Div
Bond - Chula Vista CA Elem Sch Dist — Interest
Bond - Chino CA Redev Agcy — Interest
Corp. Bond - G.E. Cap. Corp. — Interest
Common Stock « Apple lnc — Int/Div
Bond Fund - T. Rowe Price — Int/Div
Corp. Bond - Hewlett-Packard — Interest
Corp. Bond - Pitney Bowes — Interest — Redeemed
Corp. Bond - CSX Corp. — Interest
Corp. Bond - Anheuser Busch — Interest
Corp. Bond - Internat’] Paper — Interest
Corp. Bond - Wells Fargo — Interest — Redeemed
Bank Deposit Acct. - Raymond James — Interest
Common Stock « Phillips 66 — Int/Div
Money Mkt Acct - Hilltop Securities — Interest
Corp. Bond - Bank of America — Interest
Corp. Bond - Bank of America — Interest
Bond - Rowland CA Uni Sch. Dist — Interest
Bond - Dept. of Vets Affairs Home Purch Rev. A — Interest — Sold (part)
Bond - San Gorgonio Mem. Healthcare — Interest
Bond - Chula Vista CA Partn — Interest
Common Stock - Gilead Sciences — Int/Div
Common Stock - Verizon — Int/Div
Common Stock - Walt Disney Co — Int/Div
Common Stock « Abbvie. Inc — Int/Div
Bond - CA Stwide Comnty Dev Auth — Interest
Bond - Mt San Jacinto CA Crnnty G.O — Interest
Bond - Rio CA Elem Sch Dist G.O. — Interest
Bond - Bakersfield CA City Sch Dist — Interest
Bond - Merced CA Sch Dist G.O. — Interest
Common Stock - General Electric — Int/Div
Common Stock - Kinder Morgan Inc — Int/Div
REIT « lron Mtn Inc — Int/Div
Common Stock - Facebook, Inc — None
Common Stock - Celgene Corp — None
Common Stock « AI&T, Inc — Int/Div
Corp. Bond - Advance Auto Parts — Interest
Corp. Bond - Coming, Inc — Interest
Corp. Bond - Arrow Electronics, Inc — Interest
Corp. Bond - American Express Co, — Interest
Corp. Bond - Autozone, Inc — Interest
Corp. Bond - ConocoPhillips — Interest — Sold (part)
Corp. Bond - ConocoPhillips — Redeemed
Corp. Bond - Kinder Morgan, Inc — Interest
Bond - CA Levee Area Pub. Fin — None
Bond - Amador Water Agy CA Water Rev — None
Bond - Stockton CA Redev. Agy Successor — None
Bond - Washington TWP CA Health G.O Ref. — Interest
Bond - W. Contr Costa CA Unif. Sch. Dist — Interest
Common Stock - FedEx Comp — None — Buy
Corp. Bond « Nordstrom, Inc — Interest — Buy
Corp. Bond - Avnet, Inc — Interest — Buy
Corp. Bond - Abbott Labs — Interest — Buy
Corp. Bond - Marke! Corp — Interest — Buy
Corp. Bond - O'Reilly Automotive — Interest — Buy
Corp. Bond «- KLA-Tencor Corp. — Int/Div — Buy
Bond - N. Cal. Transmission AG — Interest — Buy
Bond - Santa Clara CA Unif, Sch. Dist — None — Buy
Corp. Bond - General Electric Co — Interest — Buy
Trustee, Famuly Trust #1
Agreement — 02/26/93 — With SF City & Cty Employees” Retirement System for pension payable monthly until death, based on former employment with SF Dist. Atty.
Agreement — 10129/05 — With State of California Judges’ Retirement System for retirement benefits payable monthly until death, based on former employment as SF Superior Court Judge
Liability — Hills of Eternity Memorial Park — Burial Expenses
Reimbursement — American Assn for Advancement of Science — November 2-3. 2017 — Tucson, AZ — Judicial Seminar — Meals
Income — 27 — San Francisco City & County Emplovees' Retirement System - Pension — S15.854.00
Income — 2007 — California Judges” Retirement System - Pension — S117.742.00
Income — 2007 — California Judges” Retirement System - Survivor Benefit — $56,785.00
Spouse's income — 2017 — California Judges” Retirement System - Pension
All Family Trust #1 assets are included in Part VIL
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.