Jennifer L. Thurston

2019

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Pull out the substance of this filing.

What was filed

  • 58

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust #1 (See Part VIII)
  • Kern County Employees' Retirement Association
  • Self-employed real estate agent

As filed

Bank of America Account — Interest

Morgan Stanley Account (cash equivalency) — Interest

WW Sycamore Farms LP — Distribution

Sunrise Terrace Madera Apartments LP — Distribution

Beechwood LP — Distribution

GSF Summer Place Investors LP — Distribution

GSF Springs Investors LP — Distribution

GSF Edgewater Investors LP — Distribution

Morgan Stanley SEP IRA

Bank Deposit Program, Morgan Stanley Bank N.A. — Interest

Capital Income Builder Fund Class C — Dividend — Sold (part)

Capital Income Builder Fund Class C — Sold (part)

Capital World Growth & Income Fund Class C — Dividend

AMCAP World Growth & Income Fund Class A — Dividend

Europacific Growth Fund Class C — Dividend — Sold (part)

Prudential Jennison Natural Resources Fund Class C — Merged (with line 32)

American Fundamental Investors Fund Class A — Dividend — Sold (part)

Europacific Growth Fund Class A — Dividend — Buy

American Balanced C — Dividend — Merged (with line 20)

American Balanced A — Dividend — Buy

Wells Fargo BK NA Sioux Falls SD CD — Interest — Redeemed

State Bank India New York NY CD — Interest — Redeemed

Franklin Growth C — Dividend — Sold (part)

American US Gov't Money Mkt C — Dividend

American AMCAP A — Dividend

Bank of China New New York NY CD — Interest — Buy

American US Govt Money MKT C — Dividend

Capital Income Inc Builder A — Dividend — Buy

Capital Income Inc Builder F1 — Dividend — Buy

American Fundamental Investors Fund C — Dividend — Buy

Franklin Growth A — Dividend — Buy

Prudential Jennison Natural Resources Fund Class A — Dividend — Buy

WW Mandalay Preserve, LLC — Distribution

WW Multistate Properties I, LLC — Distribution

GSF Sunnyside Clovis Investors, LP — Distribution

GSF Maple Estates, LP — Distribution

WW Olympus Property IV, LLC — Distribution

GSF Lakeview Lemore Investors, LP — Distribution

Olympus Property Fund V LLC — Distribution

GSF West Pointe Investors, LP — Distribution

Olympus Property VI LLC — Distribution

GSF Capital Partnership — Distribution

Olympus Property VII LLC — Distribution

Olympus Development Fund 1, LLC — Distribution

WW Rosemeade LLC — Distribution

WW Cape House Investors LLC-1031 Portfolio — Distribution

GSF Jackson Park Place Investors L.P. — Distribution

WW Multifamily Northeast Heights LLC — Distribution

GSF Sierra Hills Clovis Investors, LP — Distribution

WW Santa Monica Investors LLC — Distribution

GSF Sierra Hills CLovis Investors, L.P. — Distribution

WW Preserve Investors LLC — Distribution

Olympus Opportunity Fund II LLC — Distribution — Buy

Olympus Opportunity Fund II LLC — Buy (add'l)

Olympus Property IX LLC — Distribution — Buy

Olympus Property IX LLC — Buy (add'l)

WW Multistate Tradewinds LLC — Distribution — Buy

WW Multistate Tradewinds LLC — Buy (add'l)

Co-Trustee, Trust #1 (See Part VIII)

Agreement — 2009 — Continuing participation in Kern County Deferred Compensation (457 plan) (former employer), no income

Income — 2019 — Kern County Employees' Retirement Association — $3,421.03

Spouse's income — 2019 — Self-employed real estate agent

1. The Trust #1, indentified in Part I, consists of personal assets that are not otherwise reportable (i.e., home, cars, etc.) and items that are reportable. The items

in Trust #1 that are reportable, are listed in Part VII, lines 1 through 8, lines 33 through 57 and line 9. (Line 9 is made up of my husband's SEP detailed in lines

11-32, so these are part of the trust also).

2. As to the agreement listed in Part II, this refers to the 457 plan I have enrolled in when I was an employee of the County of Kern. I have continued to list "2009"

as the date of the agreement because this is the year I separated from the County of Kern. Though I continue to have money in this plan, I cannot invest additional

money and receive no income or disbursements from it.

3. The income set forth in Part III-A is the gross amount per month. I began taking the retirement amount on my birthday in 2017.

4. In Part VII, AMCAP Fund C was deleted because it was sold in 2018

5. In Part VII, Franklin Gold & Precious Metals Fund Class C was deleted because it was sold in 2018.

6. In Part VII, American Fundamental Investors Fund Class C was deleted because it was sold in 2018.

7. In Part VII, US Treasury Notes Ser B - 2018 was deleted because it was redeemed in 2018.

8. In Part VII, SAFRA Nat'l Bank CD New York, NY CD was deleted because it was redeemed in 2018.

9. In Part VII beginning at line 10, I added various funds purchased by my husband's SEP during 2019. I added them here, rather than at the end of the section, to

keep them with the other investments held by the SEP. This resulted in renumbering of the entries beginning in this year's line 33 (WW Mandalay Preserve, LLC)

and those following.

11. In Part VII at line 11, rather than a sale or a purchase, shares of Class C were exchanged for shares of Classes FI (line 29) and Class A (line 28). I used the

terms "sold part " and "buy" because they seemed to be the closest descriptors of what occurred.

12. In Part VII at line 15, rather than a sale or a purchase, shares of Class C were exchanged for Class A (line 18). I used the term "sold" and "buy" because they

seemed to be the closest descriptors of what occurred.

13. In Part VII at line 16, rather than a sale or a merger, all of the shares of Class C were exchanged for Class A (line 32). I used the term "merger" and "buy"

because they seemed to be the closest descriptors of what occurred.

14. In Part VII at line 17, rather than a sale or a purchase, shares of Class C were exchanged for Class A (line 30). I used the term "sold" and "buy" because they

seemed to be the closest descriptors of what occurred.

15. In Part VII at line 19, rather than a purchase or a merger, all of the shares of Class C were exchanged for Class A (line 20). I used the term "merger" and "buy"

because they seemed to be the closest descriptors of what occurred.

16. In Part VII at line 23, rather than a sale or a purchase, shares of Class C were exchanged for Class A (line 31). I used the term "sold" and "buy" because they

seemed to be the closest descriptors of what occurred.

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.

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Jennifer L. Thurston | Frix