Frank R. Zapata
2009
Ask Donna
Pull out the substance of this filing.
What was filed
6
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
As filed
Rental Property Tucson, AZ (8/20/86 $33,708) : — Rent
Chase IRA Tucson, Ariz — Interest
Fiserv Investment Support Services, Denver, Co(see attached) — Int/Div
Security Benefit Life TSA Topeka, CA — Interest
Mctrepolitan Life TSA, Denver Co — Interest
Tucson Federal Credit Union — Interest
Income — ic 4 ~N
111 B Spouse's Non-Investment Income
Spouse's Non-Investment Income previously listed "Tucson Unified School Distinct”. Spouse did not eam any
income from Tucson Unified School District in 2009
VII
Investments and Trusts
1 The asset previously listed as Rental Property, Tucson, AZ (6/2/93 $38.000) 1s owner occupied and no
longer a rental Thar asset has been replaced by Rental Property, Tucson, AZ (8/20/86 - $33,708)
which was previously owner occupied but 1s now a rental.
5
“
The asset previously hsted as Banc One has changed its name tc Chase Assct is the same as previously listed.
3
The asset previously listed as Banc One has changed its name to Chase Asset is the same as previously listed
4 The asset previously hsted as Resources Trust, Denver, Co. has changed its name to:
Fiserv Investment Suppon Services, Denver, Co
Descripuon/Ticker
CGM Advised Targeted Equity FD CLA (31)
Loomis Sayles LTD TRM Gov't & Agency A 1460
I.oomis Sayles Value FD CLA
7 NEA Value Builder Mutual Fund TSA
Secunty Benefit Group of Companies
Ariel Fund
Calamos Growth & Income
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