Alan M. Koschik
2014Annual
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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.