Marcia Morales Howard
2011Annual
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Pull out the substance of this filing.
What was filed
31
investments
7
positions
0
gifts
1
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Morales Construction Co, Inc
- MIC Holdings Inc
- 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
- Community Hospice of Northeast Flonda
- The Florida Bar
- Bank of America - salary
As filed
Wachovia, now Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock (See Part Vil
Paragon Life / Met Life Variable Life Policy — Interest
MIC Holding (See Part VIII)
T. Rowe Price 401(K) — Int/Div
TRP RST Balanced
TRP Stable Value Fund
Bombardier 401(k) — Int/Div
DWS Real Estate Securities Fund
eeelnvestment Co. of America Fund/A
Washington Mutual Investors Fund/A
Growth Fund of America/A
e-Perkins Small Cap Value (See Part VIL)
Franklin Small Mid Cap Growth Fund/A
e<Euro Pacific Growth Fund/A
DFA Emerging Markets
State Street EAFE International Index Fund
State Street S&P 500 Index (See Part Vil
Wells Fargo 401(k) — Int/Div
Stable Fund
Southland Life Insurance Policy — Interest
Morgar Professional Center
Banco Bilbao — Int/Div
Brokerage Account
ecMermnill Lynch Money Market Fund — Int/Div
wwe<lnterline Brands Inc — None
Webb Investments Inc — None
Everbank — Interest
Bank of America Account — Interest
Wells Fargo stock — Int/Div
Condominium - Jacksonville, FL (See Part Vil) — None
Ofhcer/Director, Morales Construction Co, Inc
Director, MIC Holdings Inc
Bowrd 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, Community Hospice of Northeast Flonda
Agreement — 2003 — McGuireWoods LLP 401K) (administered by T,. Rowe Price)
Reimbursement — The Florida Bar — 6232012 - 6242012 — Orlando, FL — Federal Judicial Roundtable — Travel expenses
Spouse's income — 2011 — Bank of America - salary
Part | - The Irrevocable Trust disclosed on Line 8 1s an unfunded trust.
Part VII, Co. B(2), Lines 2 and 4 - the type of income is partnership income.
Part VII, Line 13 - the provider of this 401k appears to have replaced this fund for the Franklin Balance Sheet Investment/Inv. A.
Part VII, Line 18 - the provider of this 401k appears to have reinstated the State Street S&P 500 Fund Index in the selected model.
Part VII, Line 31 - this item represents
1/4 interest in a condominium.
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.