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.