Diana E. Murphy

2014Annual

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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

  • 108

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • University of Mmnesota Foundation
  • Umiversity of St. Thomas
  • Hill Museum and Manuscript Library
  • Spencer Williams Foundation

As filed

ST PAUL MN INDPT SCH. pe — Interest

JOSEPH MURPHY BONDS (H)

AKST30% — Interest — Redeemed

ALEXANDRIA LAKE AREA SAN — Interest

ALEXANDRIA MN INDPT SCH — Interest

APPLE VLY MN SER D GO — Interest

ANOKA MN PUB FACS SER A — Interest

BLOOMINGTON MN INDPT SCH — Interest

BLOOMINGTON MN 4.2% — Interest — Redeemed

BROOKLYN PARK MN — Interest

BROOKLYN CENTER MN INDPT — Interest

CHAMPLIN MN CROSSOVER — Interest

DAYTON MN 4% — Interest — Redeemed

EDEN PRAIRIE MN 4.5% — Interest

EDINAMNLUTILSERB — Interest

ELK RIVER MN 5% — Interest — Redeemed

WASHINGTON ONTY MN SER A — Interest

US TREASURY pm — None

US TREASURY Imm — None

US TREASURY, pum — None

US TREASURY, pomme — None — Buy

US TREASURY, mmm — None — Redeemed

US TREASURY, ms — None — Sold (part)

US TREASURY mms — None — Redeemed

FRIDLEY MN INDPT SCH DST — Interest

GOLDEN VALLEY MN IMPT SER [ — Interest

GOLDEN VALLEY MN IMPT SER ( [ — Interest

GOLDEN VALLEY MN IMPT SER ( [ — Interest

HENNEPIN CNTY MN REGL RR [ — Interest

HENNEPIN CNTY MN SER B. [ — Interest

HENNEPIN CNTY MN SER A, mmm [1] — Interest

HOPKINS MN INDPT SCH mm — Interest

HOPKINS MN SER A G/O ps — Interest

MINNETONKA MN 5% mes — Interest — Redeemed

MINNESOTA ST UNREFUNDED [ — Interest

MINNESOTA ST PREREFUNDED [ — Interest

MISSOURI ST HWYS, pum — Interest

MOUNDS VIEW MN IS! yam — Interest

MOUND MN UTIL SER B G/O sm [1] — Interest

MOUND MN RFDG TAX pummel — Interest

NORTH ST PAUL MN 4% mummmen — Interest

NORTH ST PAUL MAPLEWOOD. [ — Interest

MINNEAPOLIS MN RFDG LIBR, [ — Interest

MINNESOTA ST UNREFUNDED, [ — Interest

MINNESOTA ST PREREFUNDED, [ — Interest

MOUNDS VIEW MN 4%. ms — Interest — Redeemed

NORTHFIELD MN 3.75%, mes — Interest — Redeemed

OMAHA NE VAR PURP SER A, ym [ — Interest

ORONO MN RFDG SER A G/O, mmm [ — Interest

OLMSTED CNTY MN RESOURCE [ — Interest

OLMSTED CNTY MN CAP IMPT [ — Interest

OMAHA NE RFDG SER B G/O, mmm [] — Interest

OLMSTED CNTY MN CAP IMPT [ — Interest

SAUK CENTER MN INDPT SCH DI, [ — Interest

ST PAUL MN INDPT SCH. pms — Interest

ST PAUL MN INDPT SCH. pm — Interest

STAPLES MOTLEY MN INDPT mmm [ — Interest

RAMSEY CNTY MN CAP IMPT, mmm [] — Interest

RAMSEY CNTY MN CAP IMPT mmm RAM — Interest

RICHFIELD MN 4.125%, poms — Interest — Redeemed

SOUTH WA WATERSHED DIST, mmm [ — Interest

ROCHESTER MN WSTWTRA-SRA, [] — Interest

ROSEMOUNT MN 4.0%, pee — Interest — Redeemed

SHAKOPEE MN CAP IMPT, mums — Interest

ST CLOUD MN PARKING PROJ. pm [ — Interest

ST MICHAEL MN INDPT SCH, pm [] — Interest

STPAUL MN CAP IMPT STR mmm [ — Interest

SPRING LK PARK MN INDPT, gm [ — Interest

TEXAS ST UNREFUNDED BAL jm [1 — Interest

TEXAS ST PREREFUNDED, pm — Interest

WACONIA MNWTR SER B, mm — Interest

WASHINGTON ONTY MN SER A, [ — Interest

WASHINGTON 4.25%. mes — Interest

WAYZATA MN IS ones — Interest

WEST FARGO ND PUB SCH, mmm [ — Interest

DIANA MURPHY BONDS (H)

ANOKA MN PUB FACS SER A, mm [ — Interest

BLOOMINGTON MN INDPT SCH, [ — Interest

CRYSTAL MN IMPT SER A, pms — Interest

US TREASURY, mums — None

US TREASURY pummmmmm — None

US TREASURY, pues — None — Buy

US TREASURY, mummm — None — Redeemed

EDEN PRAIRIE MN 4.5% — Interest

GOLDEN VALLEY MN IMPT SER. [] — Interest

HENNEPIN CNTY MN REGL RR [ — Interest

HENNEPIN MN 4.5%, pm — Interest — Redeemed

HOPKINS MN INDPT SCH, pum — Interest

MINNETONKA 4.1%, pm — Interest — Redeemed

MINNESOTA ST UNREFUNDED, [ — Interest

MINNESOTA ST PREREFUNDED [ — Interest

MINNESOTA ST SER 2009 D, mmm [ — Interest

MOUNDS VIEW MN ISD * ems [] — Interest

MOUND MN RFDG TAX, mes — Interest

MINNEAPOLIS MN RFDG LIBR [ — Interest

OMAHA NE VAR PURP SER A mmm [ — Interest

ORONO MN RFDG SER A G/O, pm [ — Interest

RICHFIELD MN 4.125%, ummm — Interest — Redeemed

ST PAUL MN INDPT SCH. pum — Interest

SPRING LK PARK MN INDPT — Interest

TEXAS ST UNREFUNDED BAL, mmm [ — Interest

TEXAS ST PREREFUNDED, pun — Interest

WEST FARGO ND PUB SCH, mmm [1] — Interest

Wells Fargo NTL Tax Free MM Fund, Mpls, MN — Interest

Wells Fargo Ntl Tax Free MM Fund, Mpls, MN — Interest

Checking Acct, Wells Fargo Bk, Mpls, MN — Interest

Trust, Wells Fargo Bk (mun bds & cash eq) — Interest

IRA Robt W Baird & Co.. Milw, W1 — Interest

Life Trustee, University of Mmnesota Foundation

Trustee, Umiversity of St. Thomas

Director, Hill Museum and Manuscript Library

Director, Spencer Williams Foundation

Part VIL.

Pe is ill and unable to assist with my report this year | had my banker assist me in completing Part VII. The report should be clearer and more

exact as a result, Because she could not match the bond description in my 2013 report or use the FDR software, she sent a draft on an Excel spreadsheet. Then

on 4/22/15 on the advice of

the attomey advisor in your office, 1 deleted all lines from 2013 report and input info supplied by banker with detailed

bond and treasury notes descriptions with CUSIP #. All the lines are reorganized to list [IN bonds and notes first followed by my bonds and notes,

with lines 105 thru 109 described same as on 2013 report but at end of report instead of at beginning of report.

Using as the key my 2013 report Part VII, the following is an explanation for bonds my banker was not able to match with my 2014 holdings: "The bonds listed

on lines 7, 63, and 69 were disposed of and inadvertently reported on my 2013 report. (She also reported that Line 57 - Bond - So. MN Municipal (Y): “This

asset is no longer held and can be deleted from the 2014 report” but 1 had explained that already in my 2013 report Part VIL Redemption in 2013 of the bonds

listed below, were not so reported and include the value /gain codes L/A:

Line 12 Bond - Chaska, MN

Redeemed 2/01/2013

L A

Line 13 bond - Lake Elmo, MN Redeemed 2/01/2013 LA

Line 16 Bond - St. Anthony, MN Redeemed 2/01/2013 L (leave blank)

Line 33 Bond- Bloomington, MN Redeemed 8/1/2013 L A

Line 39 Bond - Edina, MN Redeemed 02/01/2013

L A"

USING as key my 2014 report here. | have cluded in Part VII lines for bonds that were madvertently omitted from the prior reports. They are at Lines 5, 15, 31,

34,35, 38, 43, 50, 52, 61, 67, 69, 70, 74, 88, 92 and 103. The date these bonds were acquired follows by line #:

Line 5 -6/15/11

Line 15- 6/4/04

Line 31 -6/13/11

Line 34 - 1063/11

Line 35 -10/3/11

Line 38 - 322/07

Line 43- 12/28/05

Line 50 - 6/9/11

Line 52 - 525/11

Line 61 - 6/13/11

Line 67 - 4/25/06

Line 69 - 10/3/11

Line 70 - 10/3/11

Line 74 -6123/11

Line 88 - 8/28/06

Line 92 - 1063/11

Line 103 - 10/3/11

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.

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Diana E. Murphy | Frix