Jennifer C. Boal
2011Annual
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Pull out the substance of this filing.
What was filed
16
investments
1
positions
0
gifts
0
agreements
3
debts
1
reimbursements
0
income
1
spouse income
Named parties
- GW. Cadbury Chartuble Trust
- Bank of America
- Brooks School
- Haverford College
- Massachusetts Nurses Associaton (Salary)
As filed
BP Plc - Common stock — Int/Div — Sold
Exxon Mobil « Common stock — Int/Div — Sold (part)
GE « Common Stock — Int/Div
Coca Cola - Common Stock — Int/Div
Winchester Savings Bank- Cash — Interest
Fidelity U-Fund - 529 College Savings Plan — None
Fidelity Retirement Account (Defined Contribution) — Int/Div
Adv. Mid. Cap CLT
Adv. Equity GR CLT
Adv. Growth Opps CLT
IDEARC - Common Stock — Int/Div
Fairpoint Communications Inc.- Common Stock — Int/Div
NYC Retirement Account — None — Distnbuted
Vernzon Commumcatons — Int/Div
Fromtier Communications — Int/Div
Walt Disney — Int/Div
Trustee*, GW. Cadbury Chartuble Trust
Liability — Bank of America — Credit Card
Liability — Bank of America — Credit Card
Liability — Brooks School — Twtion
Reimbursement — Haverford College — 121-3/11 — Haverford College/Radnor Hotel — Board meeting — Lodging, Meals
Spouse's income — 2010 — Massachusetts Nurses Associaton (Salary)
Personal Information - Earlier today, 5/14/12, | filed last year’s report as this year's report. The mstant document is the correct report for 2011.
Part 1. - With respect to the GW. Cadbury Charitable Trust, neither | nor any member of my immediate family receives a trustee's fee, nor am | or any member of
my immediate family a beneficiary of the trust, My primary duty with respect to the trust is to recommend charitable donations. 1do not select, control or direct
the investments of the trust.
Part VII (6) - With respect to the Fidelity U-Funds, these are age-based mutual funds.
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.