James L. Cott
2020
Ask Donna
Pull out the substance of this filing.
What was filed
17
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Estate of
- Trust of
- Haverford College
- Metropolitan Museum of Art - Salary
As filed
Citibank Savings — Interest
TD Bank Savings — Interest
Citibank Checking — Interest
TD Bank Checking — Interest
Vanguard Group (Stock Fund) Wellington Fund — Dividend
Vanguard Group Dividend Apprec. IDX — Dividend
NY College Savings Program (529) Conserv. Growth — Int./Div.
American Century - Strategic Allocation: Moderate Fund — Int./Div.
Exxon Mobil Common Stock — Dividend
Vanguard Group S-T Fed Adm — Dividend
Vanguard Real Estate Index — Dividend — Buy
Vanguard Group HiYield Corp Fund — Dividend
Vanguard Wellesley Income — Dividend — Buy
Vanguard Group Prime Money Market Fund — Dividend
Vanguard Group Rollover IRA Target Retirement 2030 Fund — Dividend
Estate of (H) — None
Trust of (H) — None
Executor, Estate of
Trustee, Trust of
Liability — Haverford College — Tuition
Spouse's income — 2020 — Metropolitan Museum of Art - Salary
Although I am the executor of the estate of ( ) and a trustee for the trust ( ), I have received no
income nor did I have a beneficial interest in the principal or income from the estate or trust during the reporting period. Therefore, there are no reportable assets
in the Estate or Trust for the reporting period.
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.