Marcia Morales Howard
2020
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Pull out the substance of this filing.
What was filed
174
investments
54
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
6
spouse income
Named parties
- American Cancer Society - Duval County Unit Advisory Board (non-profit)
- Wolfson Children's Hospital Women's Board (non-profit)
- St. Vincent's Hospital Women's Council (non-profit)
- Irrevocable Insurance Trust #1
- University of Florida, College of Law, Law College Association
- Board of Visitors, The Bolles School
- MKH Development LLC
- Chester Bedell American Inn of Court
- Fairfax Properties LLC
- Bank of America/Countrywide Home Loans, Inc.
As filed
Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock — Distribution
Paragon Life / Met Life Variable Life Policy
TRP LTD Term Bond — Int./Div.
MIC Holding — Distribution
Bombardier 401(k)
Charles Schwab Aggressive Fund — Int./Div.
Wells Fargo 401(k)
Stable Fund — Int./Div. — Closed
Empower Retirement & Great West 401(k) — Open
State Street Target Ret. 2030 NL P
Southland Whole Life Insurance Policy — Interest
Morgar Professional Center — Distribution
Banco Bilbao — Dividend
Brokerage Account
Merrill Lynch Ready Assets Gov. Liq. Fund — Int./Div.
Merrill Lynch Demand Deposit Account — Interest
Bank of America Account — Interest
Wells Fargo Stock — Dividend
Community First (Bank Account) — Interest
Bank of America Stock — Dividend
T. Rowe Price IRA
TRP Personal Strategy Balanced — Int./Div.
Bank of America 401(k)(x) Fund
Vanguard Institutional 500 Index — Int./Div.
Blackrock Eq. Divd. — Int./Div.
----Stable Value Fund — Int./Div.
MKH Development LLC Real Estate Management — Distribution
Fairfax Properties LLC Real Estate Management — None — Open
Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock — Distribution
Paragon Life / Met Life Variable Life Policy
TRP LTD Term Bond — Int./Div.
MIC Holding — Distribution
Bombardier 401(k)
Charles Schwab Aggressive Fund — Int./Div.
Wells Fargo 401(k)
Stable Fund — Int./Div. — Closed
Empower Retirement & Great West 401(k) — Open
State Street Target Ret. 2030 NL P
Southland Whole Life Insurance Policy — Interest
Morgar Professional Center — Distribution
Banco Bilbao — Dividend
Brokerage Account
Merrill Lynch Ready Assets Gov. Liq. Fund — Int./Div.
Merrill Lynch Demand Deposit Account — Interest
Bank of America Account — Interest
Wells Fargo Stock — Dividend
Community First (Bank Account) — Interest
Bank of America Stock — Dividend
T. Rowe Price IRA
TRP Personal Strategy Balanced — Int./Div.
Bank of America 401(k)(x) Fund
Vanguard Institutional 500 Index — Int./Div.
Blackrock Eq. Divd. — Int./Div.
----Stable Value Fund — Int./Div.
MKH Development LLC Real Estate Management — Distribution
Fairfax Properties LLC Real Estate Management — None — Open
Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock — Distribution
Paragon Life / Met Life Variable Life Policy
TRP LTD Term Bond — Int./Div.
MIC Holding — Distribution
Bombardier 401(k)
Charles Schwab Aggressive Fund — Int./Div.
Wells Fargo 401(k)
Stable Fund — Int./Div. — Closed
Empower Retirement & Great West 401(k) — Open
State Street Target Ret. 2030 NL P
Southland Whole Life Insurance Policy — Interest
Morgar Professional Center — Distribution
Banco Bilbao — Dividend
Brokerage Account
Merrill Lynch Ready Assets Gov. Liq. Fund — Int./Div.
Merrill Lynch Demand Deposit Account — Interest
Bank of America Account — Interest
Wells Fargo Stock — Dividend
Community First (Bank Account) — Interest
Bank of America Stock — Dividend
T. Rowe Price IRA
TRP Personal Strategy Balanced — Int./Div.
Bank of America 401(k)(x) Fund
Vanguard Institutional 500 Index — Int./Div.
Blackrock Eq. Divd. — Int./Div.
----Stable Value Fund — Int./Div.
MKH Development LLC Real Estate Management — Distribution
Fairfax Properties LLC Real Estate Management — None — Open
Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock — Distribution
Paragon Life / Met Life Variable Life Policy
TRP LTD Term Bond — Int./Div.
MIC Holding — Distribution
Bombardier 401(k)
Charles Schwab Aggressive Fund — Int./Div.
Wells Fargo 401(k)
Stable Fund — Int./Div. — Closed
Empower Retirement & Great West 401(k) — Open
State Street Target Ret. 2030 NL P
Southland Whole Life Insurance Policy — Interest
Morgar Professional Center — Distribution
Banco Bilbao — Dividend
Brokerage Account
Merrill Lynch Ready Assets Gov. Liq. Fund — Int./Div.
Merrill Lynch Demand Deposit Account — Interest
Bank of America Account — Interest
Wells Fargo Stock — Dividend
Community First (Bank Account) — Interest
Bank of America Stock — Dividend
T. Rowe Price IRA
TRP Personal Strategy Balanced — Int./Div.
Bank of America 401(k)(x) Fund
Vanguard Institutional 500 Index — Int./Div.
Blackrock Eq. Divd. — Int./Div.
----Stable Value Fund — Int./Div.
MKH Development LLC Real Estate Management — Distribution
Fairfax Properties LLC Real Estate Management — None — Open
Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock — Distribution
Paragon Life / Met Life Variable Life Policy
TRP LTD Term Bond — Int./Div.
MIC Holding — Distribution
Bombardier 401(k)
Charles Schwab Aggressive Fund — Int./Div.
Wells Fargo 401(k)
Stable Fund — Int./Div. — Closed
Empower Retirement & Great West 401(k) — Open
State Street Target Ret. 2030 NL P
Southland Whole Life Insurance Policy — Interest
Morgar Professional Center — Distribution
Banco Bilbao — Dividend
Brokerage Account
Merrill Lynch Ready Assets Gov. Liq. Fund — Int./Div.
Merrill Lynch Demand Deposit Account — Interest
Bank of America Account — Interest
Wells Fargo Stock — Dividend
Community First (Bank Account) — Interest
Bank of America Stock — Dividend
T. Rowe Price IRA
TRP Personal Strategy Balanced — Int./Div.
Bank of America 401(k)(x) Fund
Vanguard Institutional 500 Index — Int./Div.
Blackrock Eq. Divd. — Int./Div.
----Stable Value Fund — Int./Div.
MKH Development LLC Real Estate Management — Distribution
Fairfax Properties LLC Real Estate Management — None — Open
Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock — Distribution
Paragon Life / Met Life Variable Life Policy
TRP LTD Term Bond — Int./Div.
MIC Holding — Distribution
Bombardier 401(k)
Charles Schwab Aggressive Fund — Int./Div.
Wells Fargo 401(k)
Stable Fund — Int./Div. — Closed
Empower Retirement & Great West 401(k) — Open
State Street Target Ret. 2030 NL P
Southland Whole Life Insurance Policy — Interest
Morgar Professional Center — Distribution
Banco Bilbao — Dividend
Brokerage Account
Merrill Lynch Ready Assets Gov. Liq. Fund — Int./Div.
Merrill Lynch Demand Deposit Account — Interest
Bank of America Account — Interest
Wells Fargo Stock — Dividend
Community First (Bank Account) — Interest
Bank of America Stock — Dividend
T. Rowe Price IRA
TRP Personal Strategy Balanced — Int./Div.
Bank of America 401(k)(x) Fund
Vanguard Institutional 500 Index — Int./Div.
Blackrock Eq. Divd. — Int./Div.
----Stable Value Fund — Int./Div.
MKH Development LLC Real Estate Management — Distribution
Fairfax Properties LLC Real Estate Management — None — Open
Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member, University of Florida, College of Law, Law College Association
Board Member, Board of Visitors, The Bolles School
Member, MKH Development LLC
Board Member, Chester Bedell American Inn of Court
Member, Fairfax Properties LLC
Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member, University of Florida, College of Law, Law College Association
Board Member, Board of Visitors, The Bolles School
Member, MKH Development LLC
Board Member, Chester Bedell American Inn of Court
Member, Fairfax Properties LLC
Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member, University of Florida, College of Law, Law College Association
Board Member, Board of Visitors, The Bolles School
Member, MKH Development LLC
Board Member, Chester Bedell American Inn of Court
Member, Fairfax Properties LLC
Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member, University of Florida, College of Law, Law College Association
Board Member, Board of Visitors, The Bolles School
Member, MKH Development LLC
Board Member, Chester Bedell American Inn of Court
Member, Fairfax Properties LLC
Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member, University of Florida, College of Law, Law College Association
Board Member, Board of Visitors, The Bolles School
Member, MKH Development LLC
Board Member, Chester Bedell American Inn of Court
Member, Fairfax Properties LLC
Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Trustee, Irrevocable Insurance Trust #1
Board Member, University of Florida, College of Law, Law College Association
Board Member, Board of Visitors, The Bolles School
Member, MKH Development LLC
Board Member, Chester Bedell American Inn of Court
Member, Fairfax Properties LLC
Spouse's income — 2020 — Bank of America/Countrywide Home Loans, Inc.
Spouse's income — 2020 — Bank of America/Countrywide Home Loans, Inc.
Spouse's income — 2020 — Bank of America/Countrywide Home Loans, Inc.
Spouse's income — 2020 — Bank of America/Countrywide Home Loans, Inc.
Spouse's income — 2020 — Bank of America/Countrywide Home Loans, Inc.
Spouse's income — 2020 — Bank of America/Countrywide Home Loans, Inc.
Part I - The Irrevocable Trust disclosed on Line 4 is an unfunded trust.
Part VII - Lines 8 and 11 - Effective 12/31/20, Wells Fargo transferred the record keeping and trustee services for its 401k Plan to Empower Retirement and Great
West. The full balance of the account was transferred to a new fund with no change in value.
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.