Ask Donna

Pull out the substance of this filing.

What was filed

  • 141

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • New York Public Library
  • municipal government official salary, City of New York

As filed

DREYFUS: (H) (see line 2)

NY Tax Exempt Fund — Dividend — Sold

NY STATE TUITION SAVINGS PLAN See Part VIII, no control — Dividend

JPMORGAN CHASE MONEY MARKET — Interest

(S) NYC DEFERRED COMP. IRA — Dividend

FIDELITY ROLLOVER IRA: (H) (See lines 11 through 74)

Fidelity NY Mun. Inc. Fd. — Dividend — Buy

Strategic Advs. Value Fund — Dividend — Sold (part)

Strategic Advs. Value Fund — Sold (part)

Strategic Advs. Small Mid-Cap Fd — Dividend — Buy

Strategic Advs. International Fund — Dividend — Buy

Strategic Advs. International Fund — Buy

Strategic Advs. International Fund — Buy

Strategic Advs. International Fund — Sold (part)

Strategic Advs. International Fund — Sold (part)

Strategic Advs. International Fund — Buy

Strategic Advs. US Oppty Fund — Dividend — Sold (part)

Strategic Advs. Core Fund — Dividend — Sold (part)

Strategic Advs. Core Fund — Sold (part)

Strategic Advs. Core Fund — Sold (part)

Strategic Advs. Growth Fund — Dividend — Sold (part)

Strategic Advs. Growth Fund — Sold (part)

Fidelity Real Estate Inc. — Dividend — Sold (part)

Strategic Advs. Emerging Markets — Dividend — Sold (part)

Strategic Advs. Emerging Markets — Sold (part)

Fidelity Select Gold — None — Sold

AQR Diversified Arbitrage Class I — Dividend

Arden Alternative Strategies Class I — Dividend

Fidelity GNMA Fund — Dividend — Buy

Fidelity Total Bond — Dividend — Sold (part)

Fidelity Total Bond — Sold (part)

Fidelity Total Bond — Sold (part)

Strategic Advs. Core Income Fund — Dividend — Buy

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Sold (part)

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Sold (part)

Strategic Advs. Income Opportunities — Dividend — Sold (part)

Strategic Advs. Income Opportunities — Sold (part)

Strategic Advs. Income Opportunities — Sold (part)

FIMM MMKT Port Inst. Cl — Dividend — Sold (part)

FIMM MMKT Port Inst. Cl — Sold (part)

FIMM MMKT Port Inst. Cl — Sold (part)

FIMM MMKT Port Inst. Cl — Sold (part)

FIMM MMKT Port Inst. Cl — Sold (part)

FIMM MMKT Port Inst. Cl — Sold (part)

FIMM MMKT Port Inst. Cl — Buy

FIMM MMKT Port Inst. Cl — Sold (part)

Strategic Advsd. Short Duration Fund — Dividend — Buy

Strategic Advsd. Short Duration Fund — Buy

Strategic Advsd. Short Duration Fund — Sold (part)

Strategic Advsd. Short Duration Fund — Buy

Strategic Advsd. Short Duration Fund — Buy

Metropolitan West Low Duration M — Dividend — Sold (part)

Metropolitan West Low Duration M — Sold (part)

Metropolitan West Low Duration M — Sold

Pimco Total Return Administrative Shs — Dividend — Sold (part)

Pimco Total Return Administrative Shs — Sold (part)

Pimco Total Return Administrative Shs — Sold (part)

Pimco Short Term Administrative Shs — Dividend — Sold (part)

Pimco Short Term Administrative Shs — Sold (part)

Pimco Short Term Administrative Shs — Sold (part)

Pimco Short Term Administrative Shs — Sold (part)

Templeton Global Bond Class A — Dividend — Sold (part)

Templeton Global Bond Class A — Buy

Blackstone Alterntv Multi Mgr — Dividend — Buy

Fidelity Cash Reserves — Interest

(S) FIDELITY ROLLOVER IRA: (H) (See lines 77 through 102)

Strategic Advs. Value Fund — Dividend — Sold (part)

Strategic Advs. Small-Mid Cap Fd — Dividend — Sold (part)

Strategic Advs. International Fund — Dividend — Sold (part)

Strategic Advs US Oppty Fund — Dividend — Sold (part)

Strategic Advs. Core Fund — Dividend — Sold (part)

Strategic Advs. Growth Fund — Dividend — Sold (part)

Strategic Advs. Emerging Markets — Dividend

Fidelity Real Estate Inc. — Dividend

Fidelity Select Gold — None — Sold

AQR Diversified Arbitrage Class I — Dividend

Arden Alternative Stragegies Class I — Dividend

Fidelity GNMA Fund — Dividend

Fidelity Total Bond — Dividend — Buy

Strategic Advs. Core Income Fund — Dividend — Buy

Strategic Advs. Core Income Fund — Sold (part)

Strategic Advs. Income Opportunities Fund — Dividend

Strategic Advs. Short Duration Fund — Dividend — Buy

Strategic Advs. Short Duration Fund — Buy

Metropolitan West Low Duration M — Dividend — Sold

Pimco Total Return Adm Shs — Dividend — Buy

Pimco Short Term Administrative Shs — Dividend — Sold (part)

Pimco Short Term Administrative Shs — Buy

Templeton Global Bond Class A — Dividend

FIMM MMKT Port Inst CL — Dividend — Buy

Blackstone Alterntv Multi Mgr — Dividend — Buy

Fidelity Cash Reserves — Interest

(S) FIDELITY SEP IRA: (H) (See lines 147 through 105)

Strategic Advs. Value Fund — Dividend — Sold (part)

Strategic Advs. Value Fund — Sold (part)

Strategic Advs. Value Fund — Sold (part)

Strategic Advs. Small-Mid Cap Fund — Dividend — Sold (part)

Strategic Advs. International Fund — Dividend — Buy

Strategic Advs. International Fund — Buy

Strategic Advs. International Fund — Sold (part)

Strategic Advs. International Fund — Buy

Strategic Advs. International Fund — Sold (part)

Strategic Advs. US Oppty Fund — Dividend — Sold (part)

Strategic Advs. Core Fund — Dividend — Sold (part)

Strategic Advs. Core Fund — Sold (part)

Strategic Advs. Growth Fund — Dividend — Sold (part)

Strategic Advs. Growth Fund — Sold (part)

Strategic Advs. Growth Fund — Sold (part)

Strategic Advs. Emerging Markets — Dividend — Sold (part)

Fidelity Real Estate Income — Dividend

Fidelity Select Gold — None — Sold

AQR Diversified Arbitrage Class I — Dividend

Arden Alternative Strategies Class I — Dividend — Sold (part)

Fidelity GNMA Fund — Dividend

Strategic Advs. Short Duration Fund — Dividend — Buy

Strategic Advs. Short Duration Fund — Buy

Strategic Advs. Short Duration Fund — Buy

Strategic Advs. Short Duration Fund — Buy

Fidelity Total Bond — Dividend — Buy

Strategic Advs. Core Income Fund — Dividend — Buy

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Buy

Strategic Advs. Core Income Fund — Sold (part)

Strategic Advs. Income Opportunities — Dividend — Sold (part)

Strategic Advs. Income Opportunities — Sold (part)

FIMM MMKT Port Inst. Cl — Dividend — Sold (part)

FIMM MMKT Port Inst. Cl — Sold (part)

FIMM MMKT Port Inst. Cl — Buy

Fidelity Money Market (See note Part VIII)

Metropolitan West Low Duration M — Dividend — Sold

Pimco Total Retrn Administrative Shs — Dividend — Buy

Pimco Short Term Administrative Shs — Dividend — Sold (part)

Pimco Short Term Administrative Shs — Sold (part)

Pimco Short Term Administrative Shs — Buy

Templeton Global Bond Class A — Dividend

Trustee, New York Public Library

Spouse's income — 2013 — municipal government official salary, City of New York

1. The NY State Tuition Savings Plan investment recorded on Part VII, Page 4, Line 4 is divided into two program accounts named Moderate Growth Fund and

Conservative Growth Fund, 50% in each, with no control by the investor over the securities in the portfolio.

2. In Part VII, Page 12, Line 141 there is a listing for Fidelity Money Market following the entry for FIMM MMKT Port Inst. Cl. These item were so listed

separately in my 2012 Report. This was an error, as the account's annual statement shows only one money market fund, which is the one designated FIMM

MMKT.

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.