Mary J Schoelen

2011Annual

Ask Donna

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

  • 23

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Department of Education
  • oo salary

As filed

USAA Income Stock Fund (Roth IRA) — Int/Div

Fidelity Spartan Intl Index Fund (403(h)) — Int/Div

Fidelity Spartan S00 Index Fund (IRA) — Int/Div

Vanguard 500 Index Fund (403(h)) — Int/Div — Buy (add'l)

Vanguard Developed Markets Index Fund (403(b)) — Int/Div

Vanguard 500 Index Fund (401(a)) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (401(a)) — Buy (add'l)

Vanguard Developed Markets Index Fund (40a) — Int/Div

TIAA Traditional Fund (203(b)) — Interest

CREF Equity Index Fund (403(h)) — None

TIAA/CREF International Equity Index (403(b)) — None

TIAA/CREF S&P 500 Index (403(b)) — None

TIAA Real Estate Fund (403(b)) — None

FIDELITY BROKERAGE ACCT

Fluor Corp Common Stock (FLR) — Int/Div

iShares EAFE Index exchange traded fund (EFA) — Int/Div

S&P 500 Depository Recipt exchange traded fund (SPY) — Int/Div

Berkshire Hathaway Inc Class B Common Stock (BRKB) — None

Fidelity Spartan 500 Index Investor Class Mutual Fund — Int/Div

Fidelity Cash Reserves Money Mkt Fund — Interest — Sold

BANK ACCOUNTS

Bank of America - Money Market Savings Acct (X) — Interest — Open

Bank of America - Regular Savings Acct — Interest

Liability — Department of Education — student loan

Spouse's income — 2011 — oo salary

Part 111. B., line 1:

was still employed by the

in 2011, but he was on loan to the U.S. Department of Homeland Security for the

entire year. The federal government reimbursed the

for his salary.

Part VII: Regarding monthly contributions to

403b and 40a retirement accounts (lines 1-13): We were advised only monthly contributions exceeding

$1000 need to be reported. The majority of contrubutions were below that threshold, but the three over $1000 are declared.

Part VII, lines 14-20 are all part of the Fidelity Brokerage Account.

Part VII: All shares of AT&T Common Stock (T) were sold in 2010 (as noted on the 2010 FDR) so this entry has been deleted from the 2011 FDR.

Part VIL, line 24: The Bank of America Money Market Savings Account was established in 2011, with the funds from the sale of the Fidelity Cash Reserves

Money Mkt Fund (line 21).

Part VII, line 25: The Bank of America Regular Savings Account has existed for several years at roughly this amount, but this is the first year that it is listed in the

FDR.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.