Jennifer L. Thurston

2020

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Pull out the substance of this filing.

What was filed

  • 62

    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 — Sold

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

Capital World Growth & Income Fund Class C — Dividend

AMCAP World Growth & Income Fund Class A — Dividend

Europacific Growth Fund Class C — None

American Fundamental Investors Fund Class A — Dividend

Europacific Growth Fund Class A — Dividend

American Balanced A — Dividend

Franklin Growth C — Dividend

American US Gov't Money Mkt C — Dividend

American AMCAP A — Dividend

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

American US Govt Money MKT C — None

Capital Income Inc Builder A — Dividend

Capital Income Inc Builder F1 — Dividend — Merged (with line 23)

American Fundamental Investors Fund C — Dividend

Franklin Growth A — Dividend

Prudential Jennison Natural Resources Fund Class A — Dividend

American US Govt Money Mkt A (AFAXX) — Dividend — Buy

WW Mandalay Preserve, LLC — Distribution

WW Multistate Properties I, LLC — Distribution — Sold (part)

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 Partners LP — 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 Ridge Clovis Investors, L.P. — Distribution

WW Preserve Investors LLC — Distribution

Olympus Opportunity Fund II LLC — Distribution

Olympus Property IX LLC — Distribution

WW Multistate Tradewinds LLC — Distribution

WW Granite 550 LLC — Distribution — Buy

WW Enclave Gateway LP — Distribution — Buy

GSF Villa Sorrento Investors L.P. — Distribution — Buy

WCW Markana Investors LLC — Distribution — Buy

WCW Mountain Trail Investors LLC — None — Buy

WCW Multistate Walden LLC — None — Buy

Voya Financial - 457 Plan

Kern Stable Value Fund — Interest

Goldman Sachs Sm Co Value Fnd Inst — Dividend

Cohen & Steers Real Estate Secs Fd Z — Dividend

American Funds Cap Wld G&I R6 — Dividend

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

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

Income — 2020 — Kern County Employees' Retirement Association — $3,421.03

Spouse's income — 2020 — 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 29 through 58 and line 9. (Line 9 is made up of the SEP detailed in lines 10-28, so these

are part of the trust also). Line 58 is made up of the 457 plan detailed in lines 59-62, 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, I deleted the former line 12, because it reflected a sale of part of line 11. This caused renumbering of the funds listed after.

5. In Part VII, I deleted line 16 (Prudential Jennison Natural Resources Fund Class C) because it merged with another line.

6. In Part VII, I deleted line 19 (American Balanced C) because it mereged with another line.

7. In Part VII, I deleted line 21 (Wells Fargo BK NA Sioux Falls SD CD) because it was redeemed.

8. In Part VII, I deleted line 22 (State Bank India New York NY CD) because it was redeemed.

9. In Part VII, at line 24, I indicated that this fund "merged" with the fund identified at line 23, because this is the closet descriptor in the limited choices. In truth,

the shares were converted to a different share class in the same fund

10. In Part VII, in my original report, I made a mistake and indicated that WW Multistate Properties I, LLC (line 30) was sold. However, I have since realized it

was sold only in part. I have made the correction in this amended report.

11. In Part VII, in my original report, I made a mistake and indicated the incorrect name for GSF Capital Partnership (line 38). The correct legal name is GSF

Capital Partners LP. I have made the correction in the first amended report.

12. In Part VII, I have included the assets held in the Kern County Deferred Compensation (457 plan) listed on lines 59-62. I can't invest additional money in this

457 plan, it pays me no income, and any dividends are reinvested. I failed to appreciate that the 457 plan investments should have been listed in 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.

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