Marcia Morales Howard
2014Annual
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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
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