Thomas M. Lynch

2016Annual

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What was filed

  • 26

    investments

  • 4

    positions

  • 0

    gifts

  • 3

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Part VII, fol
  • Part VII, fn]
  • Part VII, fo
  • Part VIL fo
  • Part VII, tn. 2
  • Part VII, fn. 2
  • Northwestern University School of Law
  • National Institute for Trial Advocacy
  • Estate of deceased family member
  • P. M. Mahoney Chapter (Rockford, IL) of the Federal Bar Association
  • U.S. Department of Education #1
  • SLM Corp. ("Sallic Muc™)
  • SLM Corp. ("Sallie Mae")

As filed

Faegre BD Retirement Savings Plan (adm'd by Schwab):

Vanguard Target Retirement 2020 Fund — Int/Div

Edwards Wildman retirement Savings Plan (Mass Mutl, adm’):

Invesco Stable Value Fund — Int/Div

MML Income and Growth Portfolio Fund (Mass Mutual) — Int/Div

Employee Savings Plan of Winston & Strawn, LLP (adm'd by Fidelity):

Fidelity MIP 11 Class Bond Fund — Int/Div

Winston & Strawn. LLP Retirement Plan:

Fidelity MIP 11 Class Bond Fund — Int/Div

Fidelity SEP IRA

Fidelity Cash Reserves — Interest

UBS Fmancial Services Inc Ind'l IRA (UBS#1):

Pace Int'l Equity Investments Class A Fund — Int/Div

UBS Fmancial Services Inc Ind'l IRA (UBS#2)

Invesco Amencan Franchise Fund Class A — Int/Div

UBS Financial Services Inc. Investment Account (UBS#3).**

UBS Bank USA deposit account — Interest

US Savings Bonds (bo family member) £1 — None — Closed — Part VII, fol

US Savings Bonds (fbo family member) #2 — None — Closed — Part VII, fn]

Beverly Bank & Trust Co., N.A

deposit account 21 — Interest

Certificate of Deposite #B (fbo family member) — None — Closed — Part VII, fo

deposit Account 24 (fbo family member) — None — Closed — Part VIL fo

Family Member Estate: **

AT&T common stock — Int/Div — Part VII, tn. 2

Fifth Third Bank / State of 111. treasurer frmr deposit accounts — None — Part VII, fn. 2

Adpunct Faculty (not compensated ), Northwestern University School of Law

Adpunct Faculty (not compensated), National Institute for Trial Advocacy

Executor (not compensated), Estate of deceased family member

Director (not compensated), P. M. Mahoney Chapter (Rockford, IL) of the Federal Bar Association

Agreement — 1989 — Edwards Wildman Retirement Savings Plan (succeeding Wildman Harrold retirement plans), no control

Agreement — 1984 — Employee Savings Plan of Winston & Strawn LLP, no control

Agreement — 1984 — Winston & Strawn LLP Retirement Plan, no control

Liability — U.S. Department of Education #1 — Student loan to family member

Liability — SLM Corp. ("Sallic Muc™) — Student loan to family member

Liability — U.S. Department of Education #1 — Student loan to family member

Liability — SLM Corp. ("Sallie Mae") — Student loan to family member

FN 1. Re Part VII, "Investments and Trusts", lines 18, 19, 22 and 23 (entries for US Savings Bonds, certificate of deposit and deposit account "fbo family

member"). By the beginning of 2016, the adult family members who own the bonds, CD and deposit account were no longer members of my household or a

"dependant" for purposes of reporting. As such, theses open accounts and assets with with the family member and are listed as "Closed" for purposes of my

reporting.

FN 2. Re Part VII, "Investments and Trusts", lines 24 through 26 (entries for "Estate" ):

This is the estate of 4 deceased family member, The estate is in the process of closing and is attempting to locate, identify and recover any assets to which it may

have a claim. The estate has been informed that the deposit accounts(s) to which it may have 4 claim (the "Fifth Third Bank deposit account(s)") muy have been

turned over to the State of Illinois by the bank. The estate is attempting to identify and recover any recoverable funds attributable to this/these account(s). The

value reported on line 29 represents the estate's best estimate of the possible value of the account(s) based on scattered and imcomplete information and does not

represent their actual value, if any. The estate is not aware of any related interest earned in 2015.

The estate also is attempting to ascertain the deceased's possible holdings, if any, in common stock of the former NYNEX Corp, US West Corp, Bell South Corp.

and SBC Corp. At this time, the estate is not aware whether in 2015 or thereafter it held/holds any interest in shares of such stock or interest in other stock other

than the common stock identified on line 28 of Part VIL

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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Thomas M. Lynch | Frix