John Milton Younge

2019

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What was filed

  • 28

    investments

  • 3

    positions

  • 0

    gifts

  • 2

    agreements

  • 5

    debts

  • 0

    reimbursements

  • 3

    income

  • 1

    spouse income

Named parties

  • Court of Common Pleas, First Judicial District of Pennsylvania
  • West Philadelphia Community Mental Health Consortium
  • New Life Credit Union
  • Sallie Mae
  • Nationstar Mortgage Company
  • New York Life Insurance Company
  • Payoff Loan Company
  • Lending Club Loan Company
  • Administrtative Office of Pennsylvania Courts (salary)
  • Pennsylvania State Employees Retirement System Defined Pension Plan
  • Redevelopment Authority of the City of Philadelphia (pension)
  • Bala Nursing and Rehabilitation Center (salary)

As filed

INDIVIDUAL ASSSETS (H)

PHILADELPHIA FEDERAL CREDIT UNION (cash) — Interest

APPLE FEDERAL CREDIT UNION (cash) — Interest

OMEGA PSI PHI FEDERAL CREDIT UNION (cash) — Interest

NEW LIFE CREDIT UNION (cash) — Interest

PNC BANK (cash) — Interest

CITIZENS BANK (cash) (Y)

NEW YORL LIFE INSURANCE WHOLE LIFE POLICY — Interest

RENTAL PROPERTY #1, PHILADELPHIA, PA — Rent

REALVEST LLC — Distribution

IRA #1 (H)

CHARLES SCHWAB BANK SWEEP (cash) — Interest — Open

BROKERAGE ACCOUNT #1 (H)

TD AMERITRADE CASH MANAGEMENT (IDA) (cash) — Interest

PRINCIPAL EXCHANGE-TRADED FDS PRIN PRICE INDX ETF (PSET) — None — Buy

PRINCIPAL EXCHANGE-TRADED FDS PRIN PRICE INDX ETF (PSET) — Buy (add'l)

PRINCIPAL EXCHANGE-TRADED FDS PRIN PRICE INDX ETF (PSET) — Buy (add'l)

VANGUARD VNG RUS1000 GRW ETF (VONG) — Dividend — Buy

VANGUARD VNG RUS1000 GRW ETF (VONG) — Buy (add'l)

VANGUARD VNG RUS1000 GRW ETF (VONG) — Buy (add'l)

BERKSHIRE BK PTTSFIELD MA CD (084601WH2) — None — Buy

AMERICAN CENTURY DISCIPLINED GROWTH INVESTOR (ADSIX) — Dividend — Buy

AMERICAN CENTURY DISCIPLINED GROWTH INVESTOR (ADSIX) — Buy (add'l)

BROKERAGE ACCOUNT #2 (H)

CAPITAL ONE SHAREBUILDER (cash) (Y)

AMERICAN CENTURY GROWTH FUND (ADSIX) — Dividend

BROKERAGE ACCOUNT #3 (H)

CHARLES SCHWAB BANK SWEEP (cash) (Y)

Judge, Court of Common Pleas, First Judicial District of Pennsylvania

Director, West Philadelphia Community Mental Health Consortium

Director, New Life Credit Union

Agreement — 2005 — Pennsylvania State Employees Retirement System Defined Pension Plan (no control)

Agreement — 1995 — Redevelopment Authority of the City of Philadelphia Defined Pension Plan (no control)

Liability — Sallie Mae — Educational Loans

Liability — Nationstar Mortgage Company — Mortgage on Rental Property #1

Liability — New York Life Insurance Company — Whole Life Insurance Policy Loans

Liability — Payoff Loan Company — Personal Consolidation Loan

Liability — Lending Club Loan Company — Personal Consolidation Loan

Income — 2019 — Administrtative Office of Pennsylvania Courts (salary) — $104,067.64

Income — 2019 — Pennsylvania State Employees Retirement System Defined Pension Plan — $37,117.92

Income — 2019 — Redevelopment Authority of the City of Philadelphia (pension) — $17,490.00

Spouse's income — 2019 — Bala Nursing and Rehabilitation Center (salary)

Watermark Retirement Communities 401k Plan is not reportable in this cycle.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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John Milton Younge | Frix