Alan M. Koschik

2014Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 1

    positions

  • 2

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • college exp
  • tor college exp
  • for college exp
  • college kK tor col Liquidated exp
  • trunst to Am Bal Fund
  • rrunst to Am Bal Fund
  • Brouse McDowell, LPA (through May 1, 2014)
  • Akron Bar Association
  • Federal Bar Association (ND. Ohio)
  • AAA Financial Services
  • Bankruptcy Judges
  • Brouse McDowell, LPA
  • Kmdermusik of Cleveland, Salary

As filed

STRS Russell 2000 Index Fund — None

STRS Large Cap Core Fund — None

OPERS Large Cap Index Fund — None

OPERS Small Cap Index Fund — None

T. Rowe Price Equity Income Fund — None — Buy (add'l)

American Funds Growth Fund of America — None — Buy (add'l)

Amencan Century Heritage Fund — None — Buy (add'l)

Federated Total Return Government Bond Fund — None — Buy (add'l)

PIMCO Total Return Fund — None — Buy (add'l)

Oppenheimer Equity Fund € — None

Oppenheimer Main Street Mid Cap Fund € — Int/Div

Oppenheimer Main Street Fund C — Int/Div

Oppenheimer Main Street Select Fund € — None

Oppenheimer International Growth Fund € — Int/Div

Oppenheimer Global Opportunities Fund € — None

Oppenheimer Capital Income Fund C — Int/Div

Oppenheimer Global Allocation Fund € — Int/Div

NY Life MSVP Comerstone Growth Fund — None

NY Life ICAP Select Equity Fund — None

NY Life VP Eagle Small Cap Int C1 Fund — None

Amencan Balanced Fund - $29 — Int/Div — Sold (part) — college exp

Amencan Balanced Fund - $29 — Sold (part) — tor college exp

American Funds Money Market Fund L200 (X) — None — Sold — for college exp

American Capital World Growth & Income Fund - 529C — Int/Div — Sold (part) — tor college exp

American Capital World Growth & Income Fund - 529C — Sold (part) — college kK tor col Liquidated exp

American Capital World Growth & Income Fund - 529C — Redeemed — trunst to Am Bal Fund

American Fundamental Investors Fund L200 — Int/Div — Redeemed — trunst to Am Bal Fund

American Funds The Growth Fund of America - 529C — Int/Div — Redeemed — rrunst to Am Bal Fund

Thrivent Financial for Lutherans Whole Life Insurance Policy — Int/Div

Sharcholder and Vice-president, Brouse McDowell, LPA (through May 1, 2014)

Gift — Akron Bar Association — Sponsorship of refreshments and musicians at Investiture — $1,934.38

Gift — Federal Bar Association (ND. Ohio) — Sponsorship of refreshments and musicians at Investiture — $1,934.37

Agreement — 2014 — Brouse McDowell -- employer sponsored 401(k) retirement plan and profit shanng plan; Will soon be rolled over to IRA. No future contributions.

Liability — AAA Financial Services — Revolving Credit Card

Reimbursement — Bankruptcy Judges — 101002014 — SS eA TE JAA I lodgmg during annual NCBJ Conference — hdd, Jeet Eee EEE

Income — 2014 — Brouse McDowell, LPA — S40.361.65

Spouse's income — 2014 — Kmdermusik of Cleveland, Salary

In Section VII, all of the items listed as Nos. 1-28 are funds in tax deferred retirement accounts (including 401(k) and 401(a) plans and rollover IRAs) or college

529 accounts, The income reported includes all income (dividend, interest, etc.) actually reported to me in the quarterly and annual statements | received. |

assume that the remainder of the changes in value, including in those funds for which income is identified as "none," is from value appreciation (or depreciation)

of the market value of the underlying investments. Tn i few instances, LT and ST capital gain figures were separately reported to me. | have included those

amounts as income (although 1 included them as "dividends" since there is not option to select "capital gains™). To the extent other portions of the change in value

could be attributed to some form of income, as opposed to market appreciation, those amounts have not reported to me. This comment is intended to address

the Committee's letter to me dated February 3, 2015, regarding my initial financial disclosure dated December 15, 2014. That letter noted that “all income is

reportable, whether taxable, tax deferred, or tax exempt. . . , the amount of the dividends reinvested must be listed as income on your report. You may want to

refer to pages 45 and 46 of the filing instructions.” I have carefully reviewed the instructions, as 1 had before preparing my initial disclosure. As Idid with my

initial disclosure, this annual disclosure includes all income that has been reported to me.

The small balances remaining in Item Nos. 26-28 in Section VII were redeemed near the end of 2014 and reinvested (consolidated) in the fund listed as Item No.

21 (American Balanced Fund).

The purchases reported in Item Nos. 5-9 in Section VII were for a final profit sharing contribution from my then-employer, Brouse McDowell, for year ending

December 313, 2013 that was paid in April 2014. | estimated the date to be April 15, but | do not know the precise date.

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.

Alan M. Koschik | Frix