Frank R. Zapata
2008
Ask Donna
Pull out the substance of this filing.
What was filed
9
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Tucson Unified School District
As filed
Rental Property Tucson, AZ (8/20/86 $33, 708) - — Rent
Chase saving/checking acct Tucson, AZ — Interest
Chase IRA Tucson, Ariz — Interest
Fiserv Investment Support Services, Denver, Co(see attached) — Int/Div
Security Benefit Life TSA Topeka, CA — Interest
Metropolitan Life TSA, Denver Co — Interest
NEA Value Builder Mutual Fund TSA To peka KS ( see attached) — Int/Div
Tucson Federal Credit Union — Interest
"10.
Spouse's income — 2008 — Tucson Unified School District
VII. Investments and Trusts
1 The asset previously listed as Rental Property, Tucson, AZ (6/2/93 $38,000) is owner occupied and no
longer a rental. That asset has been replaced by Rental Property, Tucson, AZ (8/20/86 - $33,708)
which was previously owner occupied but is now a rental.
2. The asset previously listed as Banc One has changed its name to Chase. Asset 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 listed as Resources Trust, Denver, Co. has changed its name to:
Fiserv Investment Support Services, Denver, Co.
Description/Ticker
CGM Advised Targeted Equity FD CLA (31)
Loomis Sayles LTD TRM Gov't & Agency A 1460
Loomis Sayles Value FD CLA
7. NEA Value Builder Mutual Fund TSA
Security Benefit Group of Companies
Arie! Fund
Calamos Growth & Income
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