William D. Gerdes
2014Annual
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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,
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