Jennifer C. Boal
2019
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Pull out the substance of this filing.
What was filed
16
investments
1
positions
0
gifts
0
agreements
6
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust # 1
- Hanscom Federal Credit Union
- AES
- American Express
- Bank of America
- University of Denver
- Barclay Card
- Massachusetts Nurses Association (Salary)
As filed
Exxon Mobil - Common stock — Dividend
GE - Common Stock — Dividend
Coca Cola - Common Stock — Dividend
Winchester Savings Bank- Cash — Interest
Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — None — Sold (part)
Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — Sold (part)
Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — Sold (part)
Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — Sold (part)
Fidelity Retirement Account (Defined Contribution) FA New Insights — None
Fidelity Retirement Account (Defined Contribution) FA Freedom 2020 — None
Fidelity Retirement Account (Defined Contribution) EV Atl Cap Smid-CP — None
Verizon Communications — Dividend
Walt Disney — Dividend
Webster Bank - Cash — Interest
UBS USA Depository Account — Interest
Peoples United Bank - Cash — Interest
Trustee*, Trust # 1
Liability — Hanscom Federal Credit Union — Credit Card
Liability — AES — Student Loans
Liability — American Express — Credit Card
Liability — Bank of America — Credit Card
Liability — University of Denver — Tuition
Liability — Barclay Card — Credit Card
Spouse's income — 2019 — Massachusetts Nurses Association (Salary)
Part I. - With respect to Trust # 1, neither I nor any member of my immediate family receives a trustee's fee, nor am I or any member of my immediate family a
beneficiary of the trust. My primary duty with respect to the trust is to recommend charitable donations. I do not select, control or direct the investments of the
trust.
Part VII (5) - With respect to the Fidelity U-Funds, these are age-based mutual fund accounts for college expenses. Due to the birth year of the beneficiaries, the
actual names of the Fidelity age-based accounts are MA college portfolio (Fidelity funds) without more specifics. They are not labeled by a target year. Per the
"Financial Disclosure Reports - Alphabetical Reference" at page 10, accounts for more than one beneficiary maintained in the same plan may be listed in the
aggregate.
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.