Susan Ritchie Bolton
2003
Ask Donna
Pull out the substance of this filing.
What was filed
60
investments
1
positions
0
gifts
1
agreements
1
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Sonoma National Bank, Ca
- Hewlett Foundation and the General Service Foundation
As filed
IBM common stock — Int/Div
Merrill Lynch Bank USA — Interest
Bank of America, Arizona — Interest
Merrill Lynch Single Premium Life-Insurance — None
Philadelphia Life Insurance Company-Insurance — None
U.S. Savings Bonds — None
Oakhurst Managed Assess-Mutual Fund — Int/Div
MLF Retirement Plus-Annuity — None
Transamerica Landmark Annuity — None
Allianz Franklin-Annuity — None
Nelson II Freeway Limited Partnership — None
Sasser Interest Limited Partnership — None
US Treas. Inflation Note . — buy
Retirement Reserves Money Market Fund — redeemed
Prinicipal Treasury Zero Coupon Bond — redeemed
U.S. Treasury Note
Resolution Funding Corp. Zero Coupon Bond
ML Eurofund-mutual fund
ML International Equity-mutual fund
Putnam New Opportunities-mutual fund
Providian Bank - CD — redeemed
US Treasury Inflation Note — buy
Resolution Funding Corp-zero coupon bond
US Treasury-zero coupon bond
Financing Corp.- zero coupon bond
Merrill Lynch IRA
ML Bank USA
US Treasury zero coupon bonds
Pepsico common stock
Yum Brands common strock
Petsmart common stock
Fidelity Puritan mutual fund — Int/Div
Janus Balanced mutual fund — Int/Div
Vanguard Growth Index Fund — Int/Div
Vanguard 500 Index Fund — Int/Div
Vanguard Prime Cap Fund — Int/Div
Vanguard Life Strategy Growth Fund — Int/Div
Vanguard Profit Sharing Plan — 1
Total Stock Market Index Fund
Growth Index Fund
Vanguard IRA — Int/Div
Growth Index Fund
Vanguard IRA, — Int/Div
Total Stock Market Fund
Maricopa Cty. Hospital Dist. #1 Muni Bond — redeemed
Central AZ Water Conservation Dist. Muni Bond — None
AZ Dept. of Transportation Muni Bond — None
Maricopa Cty. Hospiwl Dist. #1 Muni Bond — Interest
Salt River Project Muni Bond — Interest
Maricopa Cty School Dist #93 Cave Creek Imp. Muni Bond — None — redeemed
Maricopa Cty.School No 40 Glendale Muni Bond — None
Maricopa Cty.School Dist. No 14 Creighton Muni Bond — None — redeemed
Memillville IN muni bond zero coupon — None
Intermountain Power Agency Muni Bond zero coupon — None
Tllinois DFA zero coupon muni bond — None
Ten acres, Oroville, CA (1972, $5,000) — None
Arizona Elected Officials Retirement Plan — pension
Arizona State Retirement System — None
Keyport Keyannuity — None
Keyport Keyannuity — None
Secretary
Agreement — 1989 — oo Mba Lead SALE Rod REVRS vo Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge)
Liability — Sonoma National Bank, Ca — Mortgage On One-Third Interest In Office Codominium (Pt. Vii Line 13)
Reimbursement — Hewlett Foundation and the General Service Foundation — Nov. 5-8, 2003 - Sacramento, CA - conference for complex water litigation (transportation. meals and hotel)
J A A TRRISSE——————
A
B
C
D
Income during
Gross value at end of
Transactions during reporting period
Description of Assets
reporting period
reporting period
(including trust assets)
®
@)
m
@)
[40]
If not exempt from disclosure
3)
@
(2)
5)
Place "(X)" after each asset exempt
Anrount
Type
(e.g
Value
Value
Type (e.g.
Date:
Value | Gain
Identity of
from prior disclosure
Code 1
div. rent. or
Code 2
Method
buy, sell,
Month -
Code 2 | Code |
buyer/seller
Code 3
merger,
(A-H)
me)
(-P)
Day
(-p)
(A-H)
(if private
Q-w)
redeniption)
transaction)
Jt———————————————
EB ———
91.
-First Midwest Bank CD
buy
2/18
J
a
—
[E———US—
92
—Pepsico common stock
—
—
[USEC RS———
93
—-Yum Brands common stock
——
a —————]
[EE ———
94
—Wal-Mart common stock
—Oppenheimer Income Trust mutual fund
E
a
es
Raa] EE
96.
--Treasury Bank CD's (2)
buy
9/8
rere
—
-
a
97
—~CD MBNA Bank
redeemed
8/28
a
[ERRRIR—
98
—CD MBNA Bank
——
es
tate
J
99
--US Treasury Inflation Note
——
cme
errr | c——— |
None
100.
Maricopa Cty Hosp. Dist. #1
EL IUVUHEI SN
J at] Da]
None
101.
Maricopa Cty School Dist #014 Creighton
|
Le |
6/6
102.
U.S. Savings Bonds
buy
—
ER
J ee] Lo ea
8/2
103.
U.S. Savings Bonds
buy
p_—
LP a]
9/7
104.
U.S. Savings Bonds
buy
No
ae] [ESSERE
FF FO
9/21
10s. - US. Saving Boris
buy
——
eee | ee
——
1
income/Giain Codes:
A =51,000 or less
= $1,001-82,500
C =8250] 53.000
D
=$5,001-515,000
E =$15,001-850,000
(See Columns B1 and D4)
F
= $50.00 (-$100,000
= $100,001-$1,000,000
HI =$§1,000,001-$5,000,000
H2 = More than $5,000,008
2. Value Codes:
J
L
= $50,001-$100,000
M = $100,001-$250,000
= $15,000 or less
=$15,001-850,000
{See Columns C1 and D3)
N
= $250,000-8500,000
= §500,001-81,000,000
Pl =3$1,000,001-$5.000.000
P2 =$5,000,001-$25,000,000
P3 = §25,000,061-550,000.000
P4 = $More than $50,000,000
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.