Thomas James McAvoy
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
32
investments
1
positions
0
gifts
1
agreements
2
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Albany Law School
- Citizens Bank
- SunTrust Mortgage, Inc
- NYS & Local Employees Retirement System - Pension
As filed
Oppenheimer Equity Income Fund A (See note Section VII — Int/Div — Sold
Oppenheimer Special Fund A (see note Section VIII — Int/Div — Sold
Edward Jones - cash/money market - see note section also — Int/Div
Ft. Myers, Fl - Condo — Reat
Conklin. NY moon — Rent
Binghamton, NY single family home — Rent
Conklin, NY undeveloped lot — None
Sanibel, Florida condominium — Reat
Endicott, NY - 2family — Rent
Kirkwood, NY - single family home — Rent
Long Island Power Auth NY Electric System Gen Ser B Revinue — Int
Lord Abbett Affiliated FD CL A CUSIP — Int/Div
Nuveen New York Municipal Bond Class A See part VII (X) — Int/Div
Mutual Global Discovery Fund CL A (X) — Int/Div
Franklin Rising Dividends Fund CLA (X) — Int/Div
Franklin Mutual Shares Fund CL A (X) — Int/Div
Magna Intemational Inc. Class A Common — Int/Div — Buy
Cabot Oil & Gas Corp com — None — Buy
Cabot Oil & Gas Corp com — None — Sold
Williams Companies Inc. common stock — Int/Div — Buy
Chevron Corp Com (see part VIII) — None — Buy
Target Corporation Common (See part VIII) — None — Buy
World Fuel Sves Corp Com (See part VIL) — None — Buy
Potash Corp of Saskatchewan Inc common (See part VIN) — None — Buy
Kinder Morgan Energy Partners LP (See part VITT) — None — Buy
Edward Jones IRA (see Part VII) — Int/Div
M&T Bank accountsisee Part VIII) — Interest
Oppenheimer Main Street Fund Class A OPTFX (X) — Int/Div
Templeton China World Fund CL A TCWAX (X) — Int/Div
Templeton Growth Fund CL A (X) — Int/Div
Franklin Flex Cap Growth Fund CL A (X) — Int/Div
Franklin Small-Mid Cap Growth Fund CL A (xX) — Int/Div
Member Board of Trustees Emenitus - see VII, Albany Law School
Agreement — 03/06/86 — County of Broome-vested retirement health insurance benefit
Liability — Citizens Bank — rental property - Conklin, NY
Liability — SunTrust Mortgage, Inc — rental property - Fr. Myers, FL
Income — 12/31/2012 — NYS & Local Employees Retirement System - Pension — S1.O6% 48
Positions: No reportable assets associated with my position as Member of the Board of Trustees of Albany Law School.
Part VII Lines | & 2 - Inadvertently omitted from the original 2012 report, these (Oppenheimer) assets were sold to pay for flood damage caused in 2012 to
Conklin, NY
(asset reported on VIVLineS) Both assets were part of National Financial Services, which name changed sometime in 2012 to
Lincoln Investment. The headers were eliminated. Replacing them in lines | & 2 resulted in renumbering of the report.
Part VII Line 3 - All individual assets that are part of the Edward Jones brokerage account which are subject to disclosure have been listed.
Part VII Line 11 now renumbered Line [3, Nuvene New York Municipal Bond Class A is the only asset held in Northwestern Mutual Investment Services, Use
of the header was discontinued and only the reportable asset appears on Line 13, Part VIL. A (X) has been added to the entry since it is being added to the report
for the first time.
Part VII Line 24 - IRA account at Edward Jones was not previously reported due to oversight, inadvertence and mistake, This IRA account is funded by 8
municipal bonds all of which have been listed, See lines 14, 15, 16, 28, 29, 30, 31 & 32, A (X) has been added to the description of each since they are being
added to the report for the first time. Also, the original report {which this report amends) showed purchases for lines 12, 13 & 14. now lines 14, 15 & 16,
however, those were a reinvestment of dividends and are not required to be reported.
Part VII Line 27 - M&T Bank Accounts were not previously reported due to oversight, inadverertence and mistake.
Part VII The assets listed on lines 21 (purchased 11/202012) , 22, 23, 24 & 25 were purchaed on November 26, 2012 and produced no income during calendar
year 2012.
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.