Marcia Morales Howard

2011Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Marcia Morales Howard | Frix