Jennifer L. Thurston

2017Annual

Ask Donna

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

  • 36

    investments

  • 1

    positions

  • 1

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust #1 (See Part VIII)
  • Duke University
  • Kern County Employees’ Retirement Assocition
  • Self-employed real estate agent

As filed

Bank of America Account — Interest

Morgan Stanley Account (cash equivalency) — Interest

WW Sycamore Farms LP — istnibution

Sunrise Terrace Madera Apartments LP — Distribution

Beechwood LP — Distribution

GSF Summer Place Investors LP — Distribution

GSF Springs Investors LP — istrnibution

VV Apts. LLC — Distribution

1951 Golden State LLC — Distribution

GSF Edgewater Investors LP — Distribution

Morgan Stanley SEP IRA

Bank Deposit Program, Morgan Stanley Bank NA. — Interest

AMCAP Fund Class C — Int/Div

Capital Income Builder Fund Class € — Int/Div

Capital World Growth & Income Fund Class C — Int/Div

Europacific Growth Fund Class € — Int/Div

Franklin Gold & Precious Metals Fund Class C — Int/Div

Fundamental Investors Fund Class — Int/Div

Prudential Jennison Natural Resources Fund Class C — Int/Div

US Treasury Notes Ser B - 2018 — Interest

Beal Bank USA Las Vegas NV CD — Interest — Redeemed

Amencan Balanced — Distribution

SAFRA Nat'l Bank CD New York, NY [81] — Interest — Buy

Bunk of China New York NY CD — Interest — Buy

WW Mandalay Preserve, LLC — Distribution

WW Mulustate Properties 1, LLC — Distribution

GSF Sunnyside Clovis Investors, LP — Distribution

GSF Maple Estates, LP — Int/Div

WW Olympus Property IV, LLC — istmbution

GSF Lakeview Lemore Investors, LP — Distribution

Olympus Property Fund V LLC — Distribution

GSF West Pointe Investors, LP — Distribution

Olympus Property VI LLC — istnbution — Buy

GSF Capital Partnership — Interest — Buy

Olympus Property VII LLC — Iistnbution — Buy

Olympus Development Fund 1, LLC — None — Buy

Co-Trustee, Trust #1 (See Part VIII)

Gift — Duke University — 5200201 7-6/16/2017- Scholarship for the LLM Program in Judicial Studies — $22,540.00

Agreement — 2009 — Continuing participation in Kern County Deferred Compensation (457 plan) (former employer), no income

Income — 2017 — Kern County Employees’ Retirement Assocition — $3.236.20

Spouse's income — 2017 — Self-employed real estate agent

1. The Trust #1, indentified in Part |, consists of personal assets that are not otherwise reportable (i.e.. home, cars, etc.) und items that are reportable. The items in

Trust #1 that are reportable, are listed in Part VII, lines | through 10, lines 25 through 36 and line 11. (Line 11 is made up of my husband's SEP detailed in lines

12-24, so these are part of the trust also).

2. As to the agreement listed in Part 11, this refers to the 457 plan I have enrolled in when 1 was an employee of the County of Kem. Thave continued to list "2009"

as the date of the agreement because this is the year 1 separated from the County of Kem. Though 1 continue to have money in this plan, 1 cannot invest additional

money and receive no income or disbursements from it.

3. The income set forth in Part 111-A is the gross amount per month. | began taking the retirement amount on my birthday on June 6, 2017. The first month was

pro-rated so that | received five days less, Since then, | have received the full montly benefit.

4. In Part VIII, Discover BK Greenwood DE CD was deleted beciuse it wis redeemed in 2016.

5. In Part VIII, Brookline Bank Brookline MA CD was deleted because it was redeemed in 2016.

6. In part VIL, | added SAFRA Nat'l Bank CD New York, NY CD and Bank of China New York NY CD at lines 23 and 24, rather than at the end, because they

are part of my [J SEP which is described at line 11 and contains all of the entries from 12 to 24. This resulted in renumbering of the entries beginning in

this year’s line 24 (WW Mandalay Preserve, LLC) and all those following.

7. Ihave filed this amended report to address a typographical error in my name and to correct the valuation method of Part VII lines 9, 25, 26, 30. 31. 32 and 34, 1

misunderstood the difference between "Cash/Market Value" and "Book Value." The current identified method is now correct.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.