Jennifer L. Thurston
2014Annual
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What was filed
29
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust #1 (See Part VIII)
- Self-employed real estate agent
As filed
Bank of America Account — Interest
Morgan Stanley Account (cash equivalency) — Interest
WW Sycamore Farms LP — istnibution
Sunrise Terrace Madera Apartments LP — Distribution
Beechwood LP — Distribution
GSF Summer Place Investors L:P — Distribution
GSF Springs Investors LP — istrnibution
VV Apts. LLC — Distribution
1951 Golden State LLC — None
GSF Edgewater Investors LP — Distribution
Morgan Stanley SEP IRA
Bank Deposit Program, Morgan Stanley Bank NA. — Interest
AMCAP Fund Class C — Int/Div
Capital Income Builder Fund Class € — Int/Div
Capital World Growth & Income Fund Class C — None
Europacific Growth Fund Class € — Int/Div
Franklin Gold & Precious Metals Fund Class C — Int/Div
Fundamental Investors Fund Class — Int/Div
Prudential Jennison Natural Resources Fund Class C — None
US Treasury Notes Ser B - 2018 — Interest
Fifththird Bank Cincinnati OH (CD) — Matured
FirstBank CD Santure PR CD — Interest — Buy
Discover BK Greenwood DE CD — Interest — Buy
American Balanced C — Int/Div — Buy
WW Mandalay Preserve, LLC — Distribution
WW Mulustate Properties 1, LLC — Distribution — Buy (add'l)
GSF Sunnyside Clovis Investors, LP — None
GSF Maple Estates, LP — Int/Div
WW Olympus Property IV, LLC — istmbution — Buy
Co-Trustee, Trust #1 (See Part VIII)
Agreement — 2009 — Continuing participation in Kern County Deferred Compensation (457 plan) (former employer), no income
Spouse's income — 2014 — Self-employed real estate agent
1. The Trust#1, indentified in Part |, consists of personal assets that are not otherwise reportable (1.¢., home, cars, etc.) and items that are reportable. The items
in Trust #1 that ure reportable, are listed in Part VII, lines 1 through 10, lines 25 through 29 and line 11. (Line 11 is made up of the investments detailed in lines
12-24, so these are part of the trust also).
2. As to the agreement listed in Part 11, this refers to the 457 plan | have enrolled when 1 was an employee of the County of Kem. Thave continued to list "2009"
as the date of the agreement because this is the year 1 separated from the County of Kem. Though 1 continue to have money in this plan, I cannot invest additional
money and receive no income from it.
3. In Part 111-8,
ne 2, Vaughn Water is no longer listed as a source of non-investment income because my husband's term on the Board ended.
4. In Part VII, lines 22-24, these investments were purchased into the Morgan Stanley SEP IRA in 2014, Thus, rather than adding them at the end of the
preexisting list, they were added to the bottom of the list for Morgan Stanley SEP IRA despite that preexisting investments were bumped to lines 25 to 28.
5. Soverign Bank Wyomissing PA - (CD) (former line 21 on last year’s report) was deleted because it was sold in 2013.
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.