Robert Leon Wilkins

2020

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Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 8

    positions

  • 0

    gifts

  • 0

    agreements

  • 8

    debts

  • 2

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Lawyers' Club of Washington
  • Proud Legacy Publishing
  • Seventh Child Productions (documentary film); received opinion from the Code of Conduct Committee on 4/4/2017
  • Family trust
  • Rochester Institute of Technology
  • Oberlin College
  • Cabrillo FCU Mastercard
  • Sallie Mae
  • Philadelphia Tribune
  • Proud Legacy Publishing; book royalties

As filed

Rental Property - Muncie, IN — Rent

DC College Savings Plan #1

Principal Protected Portfolio — Int./Div.

DC College Savings Plan #2

Principal Protected Portfolio — Int./Div.

Cabrillo FCU Accounts — Interest

IRA #1 - Charles Schwab Funds IRA

Charles Schwab Bank — Interest

Schwab Target 2030 Fund — Int./Div.

Laudus US Large Cap Growth Fund — Int./Div.

Schwab Treas Inflation Protected Secs Index Fund — Int./Div.

IRA #2 - ING Plans

Vanguard Target Retire 2030 Tr — Int./Div.

Brown Cap Mgmt Small Co Instl — Int./Div.

Martha's Vineyard Savings Bank — Dividend

Rental/Vacation Property - Martha's Vineyard — Rent

Rental Property - Muncie, IN — Rent

DC College Savings Plan #1

Principal Protected Portfolio — Int./Div.

DC College Savings Plan #2

Principal Protected Portfolio — Int./Div.

Cabrillo FCU Accounts — Interest

IRA #1 - Charles Schwab Funds IRA

Charles Schwab Bank — Interest

Schwab Target 2030 Fund — Int./Div.

Laudus US Large Cap Growth Fund — Int./Div.

Schwab Treas Inflation Protected Secs Index Fund — Int./Div.

IRA #2 - ING Plans

Vanguard Target Retire 2030 Tr — Int./Div.

Brown Cap Mgmt Small Co Instl — Int./Div.

Martha's Vineyard Savings Bank — Dividend

Rental/Vacation Property - Martha's Vineyard — Rent

Member of Board of Governors, Lawyers' Club of Washington

Proprietor, Proud Legacy Publishing

Consultant, Seventh Child Productions (documentary film); received opinion from the Code of Conduct Committee on 4/4/2017

Trustee, Family trust

Member of Board of Governors, Lawyers' Club of Washington

Proprietor, Proud Legacy Publishing

Consultant, Seventh Child Productions (documentary film); received opinion from the Code of Conduct Committee on 4/4/2017

Trustee, Family trust

Liability — Rochester Institute of Technology — Tuition payments

Liability — Oberlin College — Tuition payments

Liability — Cabrillo FCU Mastercard — Credit Card

Liability — Rochester Institute of Technology — Tuition payments

Liability — Oberlin College — Tuition payments

Liability — Cabrillo FCU Mastercard — Credit Card

Liability — Sallie Mae — Student loans

Liability — Sallie Mae — Student loans

Reimbursement — Philadelphia Tribune — February 13, 2020 — Philadelphia, PA — Black History Month Speaker — Transportation, meals

Reimbursement — Philadelphia Tribune — February 13, 2020 — Philadelphia, PA — Black History Month Speaker — Transportation, meals

Income — 2020 — Proud Legacy Publishing; book royalties — $771.00

Income — 2020 — Proud Legacy Publishing; book royalties — $771.00

Part I. The family trust is an estate planning trust that has no reportable assets other than those separately appearing herein.

Part II. The previously reported option agreement for film rights to book was not renewed in 2020.

Part III.A. Gross income from sales of book published on 9/13/2016.

Part VII. The assessed value of the Muncie, IN property was $58,800 in 2020. Some bank accounts and credit cards that were previously reported are omitted

because they were below the reporting threshold for 2020. The Martha's Vineyard property was rented for the first time in 2020; its assessed value was $800,000

in 2020. The Martha's Vineyard Savings Bank account was inadvertently omitted from the 2019 report; its value at the end of 2019 was between $15,001-

$50,000..

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.

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Robert Leon Wilkins | Frix