William Charles Lee

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

15
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income

Named parties

Ins 501¢3 Nonprofit
Fort Wayne Community School Scholarship Commuttee
Allen County Fort Wayne Historical Society
Volunteer Lawyer Program
West Publishing Co. Book Royalties
Wilson Foundation « Committee Attendance Fees

As filed

Steuben Co. IN, farm (Appraisal date 12/14/16) — Rent — Sold (part) — Ins 501¢3 Nonprofit

12-21-16 Lake City Bank Investment Account (H)

Goldman Sachs FS Gov't 2465 — None — Buy

Harbor Capital Appreciation Fund — None — Buy

MFS Value 1 — None — Buy

RoweTPrice MiIdCFdCl1 1 — None — Buy

Vanguard Dividend Growth #57 — None — Buy

Victory Sycamore Established Value Fund Class — None — Buy

Eaton Vance Parametric Emerging Market Institutional — None — Buy

Harbor Fund International — None — Buy

MFS Intemational Value Fund — None — Buy

Oppenheimer International Small Company Fund — None — Buy

Franklin High Yield Tax Free Inc Fund wo) — None — Buy

Vanguard Inter-Term Tax Exempt Fund #542 Admiral Shares — None — Buy

Vanguard Long Term Tax Exempt Adm — None — Buy

Member, Fort Wayne Community School Scholarship Commuttee

Board Member, Allen County Fort Wayne Historical Society

Bowrd Member, Volunteer Lawyer Program

Income — 2016 — West Publishing Co. Book Royalties — $51,749.16

Income — 2016 — Wilson Foundation « Committee Attendance Fees — S1.500.00

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.