Marcia Morales Howard
2007
Ask Donna
Pull out the substance of this filing.
What was filed
31
investments
10
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Morales Construction Co., Inc
- Morgar Realty, Inc
- Morales Investments ot Jacksonville, Inc
- MIC Holdings Inc
- American Cancer Society - Duval County Unit Advisory Board (non-profit)
- Wolfson Children's Hospital Women's Board (non-profit)
- St. Vincent's Hospital Women's Council (non-profit)
- Northeast Florida Center for Community & Justice (non-profit)
- Irrevocable Insurance Trust #1
- OnelJax (non-profit)
- Interline Brands, Inc. - salary/bonus
- Donation of beverages for reception following Investiture ceremony
As filed
Wachovia (bank accts) — Interest
Wachovia Stock — Int/Div
Compass Bank Stock — Int/Div — Sold
Southside Warehouse, Inc. Stock
Paragon Life / Met Life Variable Life Policy — Interest
Morales Investments of Jax, Inc — None
MIC Holding
T. Rowe Price 401(K) — Int/Div
T. Rowe Price 401(K) — Pt. VIII
TRP RST Balanced
TRP Stable Value Fund
Bombardier 401(k) — Int/Div
DWS Real Estate Securities Fund — Pt. VIII
Washington Mutual Investors Fund/A
Growth Fund of Amenica/A
Franklin Balance Sheet Investment/Inv.A.
Franklin Small Mid Cap Growth Fund/A
Euro Pacific Growth Fund/A
Templeton Developing Markets Trust/A
State Street EAFE International Index F
State Street S&P 500 Index
Wachovia 401(k) — Int/Div
Stable Fund
Southland Life Insurance Policy — Interest
Bank of America C.D. — Interest
Morgar Professional Center — None
Banco Bilbao — Int/Div — Buy
Brokerage Account
Money Market Fund — Int/Div
Interline Brands Inc — None
Webb Investments Inc — None
Officer/Director, Morales Construction Co., Inc
Officer/Director, Morgar Realty, Inc
Director, Morales Investments ot Jacksonville, Inc
Director, MIC Holdings Inc
Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Board Member/Secretary, Northeast Florida Center for Community & Justice (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member/Secretary, OnelJax (non-profit)
Agreement — 2003 — ma: McGuireWoods LLP 401(k) (administered by T. Rowe Price) __ McGuireWoods LLP 401K) (administered by T-RowePric) ~~
Spouse's income — 2007 — Interline Brands, Inc. - salary/bonus
Spouse's income — McGuireWoods LLP — Donation of beverages for reception following Investiture ceremony
Part I - The Irrevocable Trust disclosed on Line 10 is an unfunded trust.
Part 111 - My non-investment income since January 1, 2006 has been limited to my U.S. government salary.
Part VII, Co. B(2), Lines 4 and 7 - the type of income is partnership income.
Part VII - The provider of the T. Rowe Price 401(k) reallocated the portfolio eliminating the investment in NCNB Real Estate Fund, previously listed on line 9.
Part VII - The provider of this 401(k) reallocated the asset portfolio replacing Franklin Real Estate Securities, previously listed on line 13, with DWS Real Estate
F
Securities Fund.
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.