William D. Gerdes

2014Annual

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Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Wilham D. Gerdes. P.C
  • Northeastern Mental Health Center
  • Northeastern Mental Health Center Foundaton
  • Chase - Mastercard
  • Citicard - Mastercard
  • US Bank
  • Bank of America
  • William D. Gerdes, PC - income from S Corporation
  • Tom & Damelle Aman Foundation - Salary

As filed

Amencan General - IRA — Int/Div

American General fixed fund

AXA - Equitable : IRA - 1 — Int/Div

Cuaranteed Interest Account

EQ / Com Stock Index

EQ/ Equity 500 Index

AXA Moderate Allocation

EQ/GAMCO Small Company Value

AXA - Equitable: IRA -2 — Int/Div

AXA Moderate Allocation

Multimanager Small Cap Value

EQ/ Marsico Focus

EQ/ BlackRock Basic Value Equity

EQ / Boston Advisors Equity Inc

William D. Gerdes, PC — None

Federated Insurance - life insurance — Int/Div

President and Director, Wilham D. Gerdes. P.C

Director, Northeastern Mental Health Center

Director, Northeastern Mental Health Center Foundaton

Liability — Chase - Mastercard — Credit Card

Liability — Citicard - Mastercard — Credit Card

Liability — US Bank — Credit Card

Liability — Bank of America — Credit Card

Income — 2014 — William D. Gerdes, PC - income from S Corporation — $12,443.72

Spouse's income — 2014 — Tom & Damelle Aman Foundation - Salary

Part VII

Line 13

All income from William D. Gerdes, PC is reported as Non-Investment Income in Part 111.

AMENDMENT

To correct Lines 9 through 12 of Part VII.

1 had previously categorized by "Fund Allocations” from AXA; the amended form correctly shows the specific investments within the categories.

No change was made in the allocations from previous years,

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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William D. Gerdes | Frix