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.)

»

a

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.

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-

I”

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pons

me——

———

SP

-

J

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.

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