Ask Donna

Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 2

    positions

  • 2

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal Bar Council
  • Estate #1
  • New York Lawyers for the Public Interest
  • Connor Inn of Court
  • self-employed musician

As filed

Bank of America bank account — Interest

Justice Federal Credit Union - bank account — Interest

New York City Deferred Compensation Plan - common trust fund — None

TD Bank — Interest

Vanguard 500 Index Fund Admiral Shares — Dividend

Vanguard Extended Mkt Index Fund Admiral Shares — Dividend

Vanguard Total Bond Mkt Index Fund Admiral Shares — Dividend

Vanguard Total International Bond Mkt Index Fund Admiral Shares — Dividend

Vanguard Intermediate Term Investment Grade Fund Investor Shares — Dividend

Vanguard Total Int'l Stock Index Fund Admiral Shares — Dividend

Vanguard Total Stock Mkt Index Fund Admiral Shares — Dividend

Vanguard Federal Money Market Fund — Dividend

Dodge & Cox Stock — Dividend — Sold (part)

Illinois State Universities Retirement System - common trust fund — None

Estate #1 (TD Bank cash only) — None

Ciibank — Interest

Trustee, Federal Bar Council

Administrator, Estate #1

Gift — New York Lawyers for the Public Interest — Awards Luncheon ticket — $1,000.00

Gift — Connor Inn of Court — Tickets and transportation to annual dinner — $585.00

Agreement — 2015 — New York City Pension Plan - payments upon retirement, no control

Agreement — 2010 — New York Stock Exchange Pension Plan - payments upon retirement, no control

Spouse's income — 2020 — self-employed musician

Part VII, items 2 and 14 are common trust funds which do not disclose the underlying holdings or the income derived from them. The only information I have

shows the values of the account on a quarterly or annual basis, which may include reinvested dividends and interest, along with market fluctuations in the value of

the assets. Accordingly, I have left columns B(1) and B(2) blank.

Part VII, item 15, there are no reportable assets in the estate for which I am the administrator.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Peggy Kuo | Frix