Karen Nelson Moore
2010
Ask Donna
Pull out the substance of this filing.
What was filed
43
investments
1
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
0
spouse income
Named parties
- Harvard University
- Yale University School of Law
- Arizona State University Law School
- University of Tennessee School of Law
As filed
Huntington Bank — Interest
Key Bank — Interest
DWS Cash Investment Trust — Int/Div
DWS Managed Municipal Bonds — Distribution
Dreyfus Municipal Money Market Fund — Int/Div
IRA T. Rowe Price New Horizons Fund — Distribution
TIAA (Pension Fund) — Interest
CREF (Pension Fund) — None
Vanguard Wellesley Income Fund (Retirement Fund) — Int/Div
Vanguard Windsor Fund (Retirement Fund) — Int/Div
Vanguard Wellington Fund (Retirement Fund) — Int/Div
Pension Plan---Dodge & Cox Stock Fund “See PtVIII- — Int/Div — Buy
Pension Plan--Baron Asset Inst See Pt VIII — Int/Div — Buy
Squire Sanders & Dempsey Capital Contribution Account — None
Cash value gp. life ins.,Mass. Mut Life Ins “See PLVIII™ — None
Pension Plan--Fidelity Capital Appreciation K — Int/Div
Pension Plan--Fidelity Diversified Int'l K “See Pt VIII® — Int/Div — Buy
Huntington Bank — Interest
Victory Tax-Free Money Market--Key Bank — Int/Div
PNC Bank fka National City Bank — Interest
T.Rowe Price Growth Stock — Int/Div
IRA American Funds--Capital World Growth & Income CL A — Int/Div — Buy
IRA American Funds--Growth Fund of Am CLA — Int/Div
IRA American Funds--Investment Co of Am CLA — Int/Div
IRA American Funds--Capital World Growth & Income CL A — Int/Div
IRA American Funds--Growth Fund of Am CLA — Int/Div — Buy
IRA American Funds--Investment Co. of AmCLA — Int/Div — Buy
Pension Plan--WFA Small Cap Val Inst “See Pt VIII — Int/Div — Buy
American Funds--Capital Income Builder Fund CL A — Int/Div
Hartford Capital Appreciation Fund CL A — None
American Funds--Investment Co. of Am. CL A — Int/Div
American Funds--Fundamental Investors FD CLA — Int/Div
American Funds--Europacific Growth Fund CLA — Int/Div — Buy
Hartford Capital Appreciation Fund CL A — None
Federated Ohio Muni Income Fund CL A — Int/Div
Growth Fund of Am CL A — Int/Div
Growth Fund of Am CL A — Int/Div
New Perspective Fund CL A — Distribution
American Funds--Fundamental Investors FD CLA — Int/Div
Pension Plan--MSIF Mid Cap Grth I "See Pt VIII — Int/Div — Buy
Pension Plan--PIM Total Rt Inst — Int/Div
Pension Plan--GS Mid Cap Value Inst See PtVII — Int/Div — Buy
Cash value gp Life ins. Pacific Life Ins Co. (X) See PtVIII — Int/Div
Member, Board of Overseers, Harvard University
Reimbursement — Yale University School of Law — 4/15/10 -4/16/10 — New Haven, CT — Teaching — Transportation, food, lodging
Reimbursement — Arizona State University Law School — 4/25/10 -4/26/10 — Phoenix, AZ — Seminar — Transportation, food, lodging
Reimbursement — University of Tennessee School of Law — 9/16/10 -9/17/10 — Knoxville, TN — Moot Court — Transportation, food, lodging
Reimbursement — Harvard University — 10/02/10 -10/03/10 — Cambridge, MA — Board Meeting — Transportation, food, lodging
PART VII, Record 12, Column D(2): Regular purchases made; total for year listed in Column D(3)
PART VII, Record 13, Column D(2): Regular purchases made; total for year listed in Column D(3)
PART VII, Record 15, Transfer Out (§ 1035 transfer) to Pacific Life Ins. Co. 4/1/10. See Record 43
PART VII, Record 17, Column D(2): Regular purchases made; total for year listed in Column D(3)
PART VII, Record 28, Column D(2): Regular purchases made; total for year listed in Column D(3)
PART VII, Record 40, Column D(2): Regular purchases made; total for year listedin ColumnD(3)
PART VII, Record 42, Column D(2): Regular purchases made; total for year listedin ColumnD(3)
PART VII, Record 43, On 4/1/10, Group Life Ins. was transferred in § 1035 Transfer from Mass. Mutual Life Ins.,
Record 15, to Pacific Life Ins. Co. Total Annual Premium amount is C.
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.