Jane Richards Roth
2005
Ask Donna
Pull out the substance of this filing.
What was filed
16
investments
3
positions
0
gifts
0
agreements
1
debts
2
reimbursements
0
income
0
spouse income
Named parties
- hool of Law
- Widener Univ, School of Law
- World Affairs Council of Wilmington
- Wilmington Trust Co.
- Nat'l Assoc. of Women Judges, Houston, TX
- Emery Univ. Law School, Atlanta, GA
As filed
Wilmington Trust Moncy Market Acct. — Interest
Wilmington Trust Checking Acct — Interest
TRUST WITH WILM. TRUST
BP PLC — Int/Div
Exxon Common Stock — Int/Div
Johnson & Johnson Common — Int/Div
Schering-Plough Common — Int/Div
Pepsico Common Stock — Int/Div
Proctor & Gamble Common — Int/Div
Minnesota M&M Common — Int/Div
1. Hewlett-Packard Common — Int/Div
Air Prod & Chem Common — Int/Div
Wilm Trust Corp Common — Int/Div
WTC Common Funds — Int/Div
Wilm. Prime Money Market — Interest
Trust
Board of Consultors, hool of Law
Board of Overseers, Widener Univ, School of Law
Director, World Affairs Council of Wilmington
Liability — Wilmington Trust Co. — Loan
Reimbursement — Nat'l Assoc. of Women Judges, Houston, TX — Oct. 21-22, Pane! Participation - Transportation, Food, Lodging
Reimbursement — Emery Univ. Law School, Atlanta, GA — Apr. 8-9, Moot Court - Transportation, Food, Lodging
M
e——
VII . INVESTMENTS and TRUSTS -« Income, value, transactlons (Includes those of the spouse and dependent children. See pp. 34-57 of filing instructions)
[| NONE (No reportable income, assets, or transactions.)
»
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SP
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A
B,
Description of Assets
Income during
Gross valuc at end of
Transactions during reporting period
(including trust assets)
-
reporting period
—
WR SV
is dit
rms |r m—————————
-
SN
1
TS ort
=
If not exempt from disclosure
- i —
2)
0
(2)
M
swiss
Place "(X)" after cach assct
Amount
Type (c.g.
Value
Value
Type (c.g.
@
T@
Code |
Code 2
exempt from prior disclosure
div., rent,
Method
buy, sell,
Date
Value
Gain
Identity of
(A-H)
orint.)
(-P)
Code 3
merger,
Month -
Code 2
Code |
buyer/scller
Q-W)
redemption)
Day
(-P)
(A-H)
(if private
—
—
—
WHEE? FEMNEEIPEt ERT NUR Ree rs
PE ei
| transaction) *
18
Wilm Trust Corp. Common
Dividend
N
19
WTC Common Funds
Dividend
|
|
|
|
20
Wilm Prime Money Market
Interest
|
|
|
|
21
IRA - WITC Retirement Certificate
Interest
22
Wilm Trust Cap Advantage Acct
Interest
23
Wilm Trust IRA
24
Scudder Fund, Managed Cash
Interest
25
Fidelity Equity Fund Real Estate
Interest
T
26
WT Mutual Fund - Small Cap
E
None
27
T Rowe Price High Yicld Fund
Interest
28
Guidance Cap Blue T.E. Fund
None
29
IShares Trust Lehman Fund
Interest
30
Pimco Real Return Strategy Fund
Interest
31
Wilm Trust Internat’! Strategic Fund
Interest
32
Wilm Trust Mutual Fund - Midcap
E
Interest
Lo
1. Income Gain Codes:
A =81,000 or less
3 =81,00! - $2,500
C =§2,501 - $5,000
D =85,001 - $5,000
I =815,001 - $50,000
(See Columns Bi and D4)
I? =$50,001 - $100,000
Q =§100,001 - $1,000,000
H1 =$1,000,001 - $5,000,000
112 =Morc than $5,000,000
2. Value Codes
1=815,000 or tess
K =815,00! - $50,000
1 =850,001 - $100,000
M =$100,001 - $250,000
(See Columns Cl and D3)
N =§250,001 - $500,000
0=$500,001 - $1,000,000
P| =$1,000,00} - $5,000,000
12 =§5,000,001 - $25,000,000
A. Value Method Codes
PJ =§25,000,001 - $50,000,000
P4 =More than $50,000,000
I =Cnsh Market
Q =Approisai
R =Cosl (Rent Estate Only)
§ =Assessment
(Sce Column C2)
V =Other
U =Book Value
W =Estimated
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.