Thomas M. Lynch
2015Annual
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Pull out the substance of this filing.
What was filed
29
investments
4
positions
0
gifts
4
agreements
4
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Part VII fo
- Part VII, fn. 2
- Part VIII fn. 2
- Northwestern University School of Law
- National Institute for Trial Advocacy
- Estate of deceased family member
- P. M. Mahoney Chapter (Rockford, IL) of the Federal Bar Association
- U.S. Department of Education #1
- SLM Corp. ("Sallic Muc™)
- SLM Corp. ("Sallie Mae")
As filed
Faegre BD Retirement Savings Plan (adm'd by Schwab):
Vanguard Target Retirement 2020 Fund — None
Edwards Wildman retirement Savings Plan (Mass Mutl, adm’):
Invesco Stable Value Fund — Int/Div
MML Income and Growth Portfolio Fund (Mass Mutual) — Int/Div
Employee Savings Plan of Winston & Strawn, LLP (adm'd by Fidelity):
Fidelity MIP 11 Class Bond Fund — Int/Div
Winston & Strawn. LLP Retirement Plan:
Fidelity MIP 11 Class Bond Fund — Int/Div
Fidelity SEP IRA
Fidelity Cash Reserves — Interest
UBS Fmancial Services Inc Ind'l IRA (UBS#1):
Pace Int'l Equity Investments Class A Fund — Int/Div
UBS Fmancial Services Inc Ind'l IRA (UBS#2)
Invesco Amencan Franchise Fund Class A — Int/Div
UBS Financial Services Inc. Investment Account (UBS#3).**
UBS Bank USA deposit account — Interest
US Savings Bonds (bo family member) £1 — Interest
US Savings Bonds (fbo family member) #2 — Interest
Beverly Bank & Trust Co., N.A
deposit account 21 — Interest
deposit account £2 (fn. 1) — None — Closed — Part VII fo
Certificate of Deposit #A (fbo family member) — Interest — Closed — Part VII, fn. 2
deposit account 23 (fbo family member) — Int/Div — Closed — Part VIII fn. 2
Certificate of Deposite #B (fbo family member) — Interest
deposit Account #4 (bo family member) — Interest
Family Member Estate: **
AT&T common stock — Int/Div
Fifth Third Bank / State of 111. treasurer femr deposit accounts — None
Adpunct Faculty (not compensated ), Northwestern University School of Law
Adpunct Faculty (not compensated), National Institute for Trial Advocacy
Executor (not compensated), Estate of deceased family member
Director (not compensated), P. M. Mahoney Chapter (Rockford, IL) of the Federal Bar Association
Agreement — 2008 — Facgre Baker Damels Retirement Savings Plan (succeeding Baker & Daniels retirement plans), no control
Agreement — 1989 — Edwards Wildman Retirement Savings Plan (succeeding Wildman Harrold retirement plans), no control
Agreement — 1984 — Employee Savings Plan of Winston & Strawn LLP, no control
Agreement — 1984 — Winston & Strawn LLP Retirement Plan, no control
Liability — U.S. Department of Education #1 — Student loan to family member
Liability — SLM Corp. ("Sallic Muc™) — Student loan to family member
Liability — U.S. Department of Education #1 — Student loan to family member
Liability — SLM Corp. ("Sallie Mae") — Student loan to family member
FN 1. Re Part VII, *"Investments and Trusts", line 22 (entriy for "deposit account #2): my spouse and | closed this joint deposit account by the beginning of 2015.
FN 2. Re Part VII, "Investments and Trusts", lines 23 and 24 (entries for Certificate of Deposit #A and deposit account #3 "fbo family member"): by the end of
2015, the adult family member who owns this CD and deposit account was no longer a household member or a “dependant” for purposes of reporting. As such,
the open accounts went with her before the end of 2015 and are listed as "Closed" for purposes of my reporting.
FN 3. Re Part VII, "Investments and Trusts", lines 27 through 29 (entries for “Estate"):
This is the estate of & deceased family member. The estate is in the process of closing and is attempting to locate, identify and recover any assets to which it may
have a claim. The estate has been informed that the deposit accounts(s) to which it may have a claim (the "Fifth Third Bank deposit account(s)") may have been
turned over to the State of Hlinois by the bunk. The estate is attempting to identify and recover any recoverable funds attributable to this/these account(s). The
value reported on line 29 represents the estate's best estimate of the possible value of the account(s) based on scattered and imcomplete information and does not
represent their actual value, if any. The estate is not aware of any related interest eared in 2015.
The estate also is attempting to ascertain the deceased's possible holdings, if any, in common stock of the former NYNEX Corp, US West Corp, Bell South Corp.
und SBC Corp. At this time, the estate is not aware whether in 2015 or thereafter it held/holds any interest in shares of such stock or interest in other stock other
than the common stock identified on line 28 of Part VII.
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.