Marcia Morales Howard

2014Annual

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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

  • 28

    investments

  • 8

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Morales Construction Co, Inc
  • MIC Holdings Inc
  • 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
  • Leadership Jacksonville
  • University of Florida, College of Law, Board of Trustees
  • 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) (See Part VII) — Int/Div — Closed

TRP RST Balanced

TRP Stable Value Fund

Bombardier 401(k) — Int/Div

e-Aggressive Fund (See Part VIIL)

Wells Fargo 401(k) — Int/Div

Stable Fund

Southland Life Insurance Policy — Interest

Morgar Professional Center — None

Banco Bilbao — Int/Div

Brokerage Account

Ready Assets Prime Money (See Part VIL) — Int/Div

w<Demand Deposit Account (See Part VIL)

Bank of America Account — Interest

Wells Fargo stock — Int/Div

Community First {Bank Account) — Interest

Bank of America Stock (See Part VII) — Int/Div

T. Rowe Price IRA — Int/Div — Open

TRP Personal Strategy Balanced

Bank of America 401(k)(x) Fund (See Part VIL) — Int/Div

Bond - 10 Year Credit

Vanguard Inst. Index Plus

Blackrock Eq. Divd.

MKH Development LLC — None

Ofhcer/Director, Morales Construction Co, Inc

Director, MIC Holdings Inc

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

Board Member, Leadership Jacksonville

Board Member, University of Florida, College of Law, Board of Trustees

Agreement — 2003 — McGuimeWoods LLP 401K) (admimstered by T. Rowe Price)

Reimbursement — The Florida Bar — 626/14 - 6727/14 — Orlando, FL — Federal Judicial Roundtable — travel expenses

Spouse's income — 2014 — Bank of America - salary

Part | - The Irrevocable Trust disclosed on Line 6 1s an unfunded trust.

Part VII, Co. B(2), Lines 2, 4, and 14 - the type of income is partnership income.

Part VII, Line 5, rolled over a 401(k) to an [RA to eliminate continuing relationship with former law firm. The funds are now deposited in the IRA identified in

Line 22.

Part VII, Line 10, the administrator of this 401(k) closed the previously listed funds and all monies are now held in the Aggressive Fund.

Part VIL, Line 21, this item includes additional stock awards arising from [NNN cmployment in February 2014.

Part VII, Line 24, this item represents a 401(k) account, the existence of which | was previously unaware. It belongs to [NN

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