Thomas James McAvoy

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 30

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Albany Law School
  • M&T Mortgage Co
  • NYS & Local Employees Retirement System - Pension

As filed

Apple, Inc — Int/Div

Celenge Corp — None

Edward Jones - cash/money market - see note section also — Int/Div

Conklin, NY - apartment butldmgs 1/3 owner «see Part VIII — Rent

Binghamton, NY smgle family home — Rent

Conklin, NY undeveloped lot — None

Sanibel, Florida condominium — Rent

Endicott, NY - 2family — Rent

Kirkwood, NY - single family home — Rent

Lord Abbett Affiliated FD CL A CUSIP — Int/Div

Nuveen New York Municipal Bond Class — Int/Div

Mutual Global Discovery Fund CL A — Int/Div

Franklin Rising Dividends Fund CLA — Int/Div

Franklin Mutual Shares Fund CL A — Int/Div

Chevron Corp Com — Int/Div

Target Corporation Common — None

Edward Jones IRA (see Part VII — Int/Div

M&T Bank account — Interest

Oppenheimer Main Street Fund Class A OPTFX — Int/Div

Templeton China World Fund CL A TCWAX — Int/Div

Templeton Growth Fund CL A — Int/Div

Franklin Small-Mid Cap Growth Fund CL A — Int/Div

Invesco High Yield Municipal Fund — Int/Div

Natiomal Oilwell Varco, Inc — Int/Div

Schlumberger Limited — Int/Div

Devon Energy Corp — Int/Div

Johnson & Johnson — Int/Div

Chevron Corp — Int/Div

GW Pharmacuticals. PLC — Int/Div

Bank of Montreal - — Int/Div

Member Board of Trustees Emenitus - see VII, Albany Law School

Agreement — 03/06/86 — County of Broome-vested retirement health insurance benefit

Liability — M&T Mortgage Co — rental property - Conklin, NY

Income — 12/31/2018 — NYS & Local Employees Retirement System - Pension — S11 477.00

Positions: No reportable assets associated with my position as Member of the Board of Trustees of Albany Law School.

Part VII Line | - All individual assets thut are part of the Edward Jones brokerage account which are subject to disclosure have been listed.

Part VII Line 16 - All individual assets that are part of the Edward Jones IRA which are subject to disclosure have been listed.

Part VII Line 2 - On 11/25/14 Conklin , NY apartment buildings -- was tranferved to Conklin Road Apartments, LLC. Tam & 1/3 owner. This is 4 passive

investment and | have no active participation. All rental income and property value subject to disclosure have been listed in Part VII line 3. All assets of Conklin

Road Apartments, LLC subject to disclosure have been listed.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Thomas James McAvoy | Frix