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Pull out the substance of this filing.

What was filed

  • 8

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • CHURCH OF THE ASSUMPTION, BROOKLYN NEW YORK
  • WILLIAM NELSON CROMWELL FOUNDATION
  • NEW YORK STATE BAR ASSOCIATION

As filed

BERKSHIRE HATHAWAY INC DTD 0419/04 CORPORATE BONDS — Interest — Buy

CHARLES SCHWAB & CO INC CUST IRA ROLLOVER — Interest

VANGUARD PRIME MONEY MARKET FUND — Int/Div — with line 33}

VANGUARD TOTAL BOND MARKET INDEX FUND — Int/Div — with line 33)

MORGAN STANLEY SMITI{ BARNEY 1RA ROLLOVER ACCOUNT

ISHARES BARCLAYS 1-3 YEARS CRED SHORT TERM BOND FUND — Int/Div — Buy

PRIMCO TOTAL RETURN A MUTUAL FUNDS — Int/Div — Buy

MORGAN STANLEY SMITH BARNEY BROKERAGE ACCOUNT

MEMBER,PARISH COUNCIL, CHURCH OF THE ASSUMPTION, BROOKLYN NEW YORK

TRUSTEE, WILLIAM NELSON CROMWELL FOUNDATION

Reimbursement — NEW YORK STATE BAR ASSOCIATION — 05/01,2009-05/03,200)¢ — COOPERSTOWN, NEW YORK — PROFESSIONAL MEETING — HOTEL AMD MEALS

PART VII, PAGE 4, LINE #2: THIS ACCOUNT WAS CLOSED ON JANUARY 30, 2009.

2)PART VII, PAGE 4. LINE #5: THIS ACCOUNT WAS CLOSED ON MAY 18, 2009.

3)PART VII, PAGE 5, LINES#27.#28 429: THESE ACCOUNTS WERE. SOLD ON JULY 17, 2009 AND THE PROCEEDS WERE UISED TO OPEN AN

ACCOUNT AT MORGANSTANLEY SMITHBARNEY ON JULY 17,2009.

4)PART VIL. PAGE 5. LINES#3, #32: THIS ACCOUNT WAS CLOSED AND ALL FUNDS WERE MERGED TO OPEN A MORGANSTANLEY

SMITHBARNEY [RA ROLLLOVER ACCOUNT ON LINE #33.

SIPART VIL, PAGE 6, LINE #58: THIS ACCOUNT WAS OPENED ON JULY 17,2009 FROM THE PROCEEDS OF THE VANGUARD ACCOUNTS FROM

LINE £27, LINE #28 AND LINE #29.

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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