Ann Marie Donnelly
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
22
investments
1
positions
2
gifts
0
agreements
0
debts
2
reimbursements
1
income
0
spouse income
Named parties
- Thurgood Marshall Jumor Mock Trial Program
- Wilham Mills
- William Mills
- Federal Bar Council
- Comell Law School
- New York State Retirement System
As filed
IRA Z(H)
American Funds Intemational Growth and Income Fund — Int/Div
New World Fund — Int/Div
Growth Fund of America — Int/Div — Sold (part)
Capital Income Builder — Int/Div — Buy (add'l)
Income Fund of America — Int/Div
Cash(UBS) — Interest
American Funds Capital Income Builder — Int/Div
American Funds, Income Fund of America — Int/Div
Cash (UBS) — Interest
Jomt Account (H)
American Funds. American Mutual Fund — Int/Div
Cisco Systems, Inc — Int/Div
American Funds Capital Income Builder — Int/Div — Sold (part)
Growth Fund of America — Int/Div
Travelers Cos. Inc — Int/Div
Cash (UBS) — Interest
Rental Property, Brooklyn, NY — Reat
Citibank Account — Interest
UBS Account — Interest
Citigroup Capital Partners 1, (Y) — Distribution
Citigroup Employee Fund of Funds (Y) — istmbution
Advisory Board Member, Thurgood Marshall Jumor Mock Trial Program
Gift — Wilham Mills — 2 football tickets — $1,400.00
Gift — William Mills — 2 tickets to City Harvest charity dinner — $2,000.00
Reimbursement — Federal Bar Council — 21917-226017 — Palm Springs, CA — Teaching (CLE) — air tare, lodging and meals (spouse included)
Reimbursement — Comell Law School — 10027/17-10629/17 — Ithaca, NY — Judging moot court competition — air Tare, lodging and meals (spouse included)
Income — 2017 — New York State Retirement System — $94,379.52
The assets reported in Part VIL, lines 22 and 23 -- Citigroup Capital Partners | and Citigroup Employee Fund of funds--will not be reportable in future reports,
because the assets have been reduced to zero, In addition, in my 2016 report, the income type for these assets was inadvertently reported as "Dividends" rather
than “Distribution.” It has been correctly reported as “Distribution” in this amended report.
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.