Joseph S. Van Bokkelen

2012Annual

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What was filed

  • 32

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Westminster Presbyterian Church (Salary)

As filed

AT&T — Int/Div

Federated Capital Reserves — Interest

Community Hosp. Retirement Acct/Spouse

Fidelity Contra Growth — Int/Div — Sold

Fidelity Growth and Income — Int/Div — Sold

Presbyterian Church Retirement Fund! Spouse

Fidelity Equity Income Fund — Int/Div

Fidelity US Bond Index — Int/Div

AXA Equitable-Annuity Fund/ Spouse

EQ/Equity S00 Index — Int/Div

Capital Securities/spouse IRA

Pershing Prime Reserves (formerly Centennial Money Market) — Interest

MFS TR Il Emerging Growth Class A — Int/Div

MFS TR ll Emerging Growth Class B — Int/Div — Sold

MFS Small Cap World Fund Class A — Int/Div — Sold

Furst Energy Corp — Int/Div

Fromtier Communications Corp — Int/Div

Duff & Phelps Global Util Income — Int/Div — Buy

Penn VA Corp GTD Fixed RT SR NT — Interest — Buy

AXA Equitable Annuity — Int/Div

Capital Securities IRA

American General Fin. Corp. Income Notes — Interest

Eli Lilly Co. — Int/Div

Lockheed Martin Corp. — Int/Div

Barclay's Bk Plc 6.625% Ser & Adr — Interest

National Westminster BK PLC Sponsored ADR — Interest

Pershing Prime Reserves — Interest

Frontier Communications Corp — Int/Div

Centier Bank — Interest

Fidelity Fund Cash Reserves — Interest

Peoples Bank — Interest

S10.

Spouse's income — 2012 — Westminster Presbyterian Church (Salary)

Change made to 2011 Report Column A, lines 19 through 24: The AXA Equitable (Variable) Annuity.

Lam no longer reporting lines 20 through 24 due to the fact that | have no ability to direct the investments as they are done by AXA which has direct control of the

accounts. Iam reflecting these account totals under AXA Equitable Annuity entry on line 28 of the current report.

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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