Daniel Paul Collins
2014Annual
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What was filed
56
investments
1
positions
0
gifts
0
agreements
4
debts
3
reimbursements
0
income
1
spouse income
Named parties
- University of Arizong Law School Board of Visitors
- Umversity of Southern California
- Loyola Marymount College
- Xavier College Preparatory
- Brophy College Preparatory
- American Bankruptcy Institute
- Nanonal Conference of Bankruptcy Judges
- Mountain View Family Physicians, PLLC «= K<1 income from medical practice
As filed
Mountain View Family Physicians, PLLC- Medical practice — None
301K #] — Int/Div
Oppenheimer Funds-Cash Reserves
Oppenheimer Funds -Value Fund
Oppenheimer Funds-Rising Dividends Fund
Oppenheimer Funds-Discovery Fund
Oppenheimer Funds-Small and MidCap Value Fund
Oppenheimer Funds-International Diversified Fund
Oppenheimer Funds-Global Strategic Income Fund
Oppenheimer Funds-Real Estate Fund (X)
Oppenheimer Funds-Capital Income Fund
Oppenheimer Funds-Equity Income Fund
401K £2 — Int/Div
Schwab Investor Money Fund
Income and Growth ETF Fund 35
Alhanz-Bonus Dex Annuity — Int/Div
Allianz--Accumulator Bonus Maxx Annuity — Int/Div
IRA #1 — Int/Div
RBC Dain Rauscher Cash and Money Market Fund (Y)
Templeton Fund Select Shares (X)
AllanceBernstem Discovery
Eaton Vance Dividend Builder
Fidelity Advisors New Insights C Fund
Franklin Income FDS
Ivy Asset Strategy Fund
Templeton Global Bond Fund
IRA #2 — Int/Div
Fidelity Advisors New Insights C Fund
Templeton Select Shares Money Market Fund
IRA 43 (SEP IRA) — Int/Div
Franklin Income Class C Fund
Jennison Natural Resources Fund
IRA #4 — Int/Div
Vanguard -Wellington Admiral Fund
Vanguard -Windsor 11 Admiral Fund
IRA #5 — Int/Div
Vanguard-Wellington Admiral Fund
Vanguard -Windsor 11 Admiral Fund
Athene--Retirement Annuity — Int/Div
JP Morgan Chase Bank—savings and checking accounts — Interest
Janus Fund — Int/Div
Janus Fund — Distribution
Fidelity-Unique 2012 Fund — Distribution — Sold
Vanguard - S00 Index Fund — Int/Div
Vanguard 529 Plan — Int/Div — Buy
Mid-Cap Index
Small-Cap Index
Total International Stock Index
Value Index
Amencan Funds — Int./hv
Growth Fund of America 529(
Memill Lynch-MILM Equity Portfolio S Fund — Int/Div
Franklin Templeton-Aged Based Growth Asset Allocation 13-16 — Int/Div
Arizona Bank & Trust — Interest
Health Savings Account — None
Fidelity -- AZ Aggressive Growth — Int/Div — Buy
Board Member, University of Arizong Law School Board of Visitors
Liability — Umversity of Southern California — College tuition
Liability — Loyola Marymount College — College tuition
Liability — Xavier College Preparatory — High School mition
Liability — Brophy College Preparatory — High School tuition
Reimbursement — American Bankruptcy Institute — 9d 141096714 — Las Vegas, NV — Speaker at 22nd Annual SW Bankruptcy Conference — Transportation, meals, hotel
Reimbursement — Nanonal Conference of Bankruptcy Judges — 10714110 10/11/14 — Chicago, IL — 2014 Annual Conference — Hotel
Reimbursement — American Bankruptcy Institute — 1224/1410 12/6/14 — La Qumta, CA — Speaker at 2014 Winter Leadership Conference — Transportation, meals, hotel
Spouse's income — 2014 — Mountain View Family Physicians, PLLC «= K<1 income from medical practice
Response to Gary A. Fenmer correspondence dated June 1, 2015. The wrong report (Initial Report - Report Period 1/1/12 to 2/28/13) was used as a base in
preparing the Annual Report for 2014. As a result, the information contained in the 2014 Annual Report was incorrect, The Amended Annual Report for 2014
has now heen corrected and the information contained is accurate.
Paragraph 2:
Parts IV and V have been corrected. The reimbursements for 2014 have been listed in Part IV. No gifts were received in 2014,
Paragraph 3:
Part VIL, UBS Financial-American Funds Inv Co and Fidelity Adv Gro Op was not owned in 2013 (see 2013 Annual Report dated 05/12/2014),
Part VII, JP Morgan Chase Bank - Savings and Checking Accounts has been reported at Line 40.
Paragraph 4:
Part VII, UBS Financiul- American Funds Inv Co and Fidelity Adv Gro Op was not owned in 2013 (see 2013 Annual Report dated 05/12/2014).
Paragraph S:
Part VIL, UBS Financial-American Funds Inv Co and Fidelity Adv Gro Op was not owned in 2013 (see 2013 Annual Report dated 05/12/2014),
Part VII, Franklin-Templeton-Age Based Growth Asset Allocation | 3-16 has been reported at Line $3.
Paragraph 6:
Part VII, Arizona Bank & Trust has been reported at Line 54.
Part VII, Health Savings Account has been reported ut line 55.
Part VII, Line 19, RBC Dain Rauscher Cash and Money Market Fund was closed and transferred to Templeton Fund Select Shares, Line 20.
Part VII, Line 39, Aviva Life and Annuity Company was purchased by Athene.
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.