Daniel Paul Collins

2014Annual

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Pull out the substance of this filing.

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.

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Daniel Paul Collins | Frix