Marcia Morales Howard

2008

Ask Donna

Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 9

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Morales Construction Co., Inc
  • Morgar Realty, Inc
  • Morales Investments of 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)
  • Irrevocable Insurance Trust #1
  • Onelax (non-profit)
  • The Florida Bar
  • Bank of America - salary

As filed

Wachovia (bank accts) — Interest

Wachovia Stock — Int/Div

Southside Warehouse, Inc. Stock (See Pan Vii)

Paragon Life / Met Life Variable Life Policy — Interest

Morales Investments of Jax, Inc — None

MIC Holding (See Part VIII)

T. Rowe Price 401(k) — Int/Div

TRP RST Balanced

TRP Stable Value Fund

Bembardier 401(k) — Int/Div

DWS Real Estate Securities Fund

Investment Co. of America Fund/A

Washington Mutual Investors Fund/A

Growth Fund of America/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 Fund

State Street S&P 500 Index

Wachovia401(k) — Int/Div

Stable Fund

Southland Life Insurance Policy — Interest

Bank of America C.D — Interest

Morgar Professional Center (See Part VIIL)

Banco Bilbao — Int/Div

Brokerage Account

Merrill Lynch Money Market Fund — Int/Div

Interline Brands Inc — None

Webb Investments Inc — None

31. Everbank — Interest — Open

Bank of America Account — Interest — Open

Otticer/Director, Morales Construction Co., Inc

Officer/Director, Morgar Realty, Inc

Director, Morales Investments of 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)

Trustee, Irrevocable Insurance Trust #1

Board Member, Onelax (non-profit)

Agreement — 2003 — McGuireWoods LLP 401(k) (administered by T. Rowe Price)

Reimbursement — The Florida Bar — 5/9/08 - 5/10/08 — Marco Island, FL — Seminar — Travel expenses

Spouse's income — 2008 — Bank of America - salary

Part I - The Irrevocable Trust disclosed on Line 8 is an unfunded trust.

Part VII, Co. B(2), Lines 3, 6 and 25 - the type of income is partnership income.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Marcia Morales Howard | Frix