Annual financial disclosure for 2011, filed May 13, 2011. Includes 136 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | other | $15,001 - $50,000 |
| $1,001 - $15,000 |
Allegan Pub Schls MI Go 5/1/15 | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Barry Cnty MI Lt Tax 4/1/23 Barry County, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Brandon MI Sch Dist 5/1/25 Brandon, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Byron Ctr MI Pub Schs 05/01/30 Byron Center, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Central Mich University 4.03B: Fidelity Freedom 2030 Michigan, US | $1,001 - $15,000 |
Chippewa Valley MI SBLF Chippewa Valley, MI, US | $1,001 - $15,000 |
Chippewa Valley MI Schs 5/1/24 Chippewa Valley, MI, US | $1,001 - $15,000 |
| $1 - $1,000 |
Clinton Charter Twp Mich Clinton Township, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Community Foundation SE MI 403B Plan – American Funds Europacific Growth | $15,001 - $50,000 |
Community Foundation SE MI 403B Plan – Dreyfus Mid Cap Index | $15,001 - $50,000 |
Community Foundation SE MI – Fidelity Advisor Free 2030 | $1,001 - $15,000 |
Community Foundation SE MI 403B Plan – Goldman Sachs FS Govt | $15,001 - $50,000 |
Community Foundation SE MI – Vanguard 500 Index | $15,001 - $50,000 |
Community Foundation SE MI – MIP II Inv Fund 2030 | $15,001 - $50,000 |
Community Foundation SE MI – Goldman Sachs FS Govt FST | $1,001 - $15,000 |
| $1,001 - $15,000 |
Congressional Federal Credit Union CD 58882 | $1,001 - $15,000 |
Congressional Federal Credit Union CD 59110 | $15,001 - $50,000 |
Congressional Federal Credit Union CD 60147 | $1,001 - $15,000 |
Congressional Federal Credit Union Share Savings | $1 - $1,000 |
Detroit Mich Ser B FGLC 4/1/19 Detroit, MI, US | $15,001 - $50,000 |
Detroit MI Dwtn Dev Rev 7/1/18 Detroit, MI, US | $1,001 - $15,000 |
Detroit MI Sew Disp Sys 7/1/24 Detroit, MI, US | $1,001 - $15,000 |
Detroit Mich CSD Ser B 5/1/15 Detroit, MI, US | $1,001 - $15,000 |
Detroit Mich Wtr Supply 7/1/29 Detroit, MI, US | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Durand Mich Area Schs 5/1/21 Durand, MI, US | $15,001 - $50,000 |
East Jackson Mich Cmnty 5/1/18 | $1,001 - $15,000 |
| $1,001 - $15,000 |
Eaton Vance Tax Advant | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
Genesee Cnty MI SWG Sys 5/1/23 | $1,001 - $15,000 |
| $15,001 - $50,000 |
Grand Travers Co Mich 5/1/23 | $15,001 - $50,000 |
Harper Crk MI Com Sch Ln 5/1/21 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Kalamazoo MI Pub Schs 5/1/26 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Livonia Mich Mun Bldg 5/1/21 | N/A |
Lowell Mich Area Schs 5/1/25 | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Metlife Annuity | $15,001 - $50,000 |
MI Mun Bd Au Clean Water 10/1/23 | $1,001 - $15,000 |
Michigan Fin Auth 12/01/25 | $1,001 - $15,000 |
Michigan Mun Bd Auth Rev 11/1/32 | $15,001 - $50,000 |
Plymouth Canton MI CSD 5/1/19 | $1,001 - $15,000 |
Portage Mich Transp Fd | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Rochester Mich Cmnty Sch 5/1/19 | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
State of MI 401k - American Funds Europacific Growth | $15,001 - $50,000 |
State of MI 401k - SSGA Target Retirement 2025 | $15,001 - $50,000 |
State of MI 401k - Stable Value | $50,001 - $100,000 |
State of MI 401k - T Rowe Price Midcap Value | $15,001 - $50,000 |
State of MI 457 - American Funds Europacific | $1,001 - $15,000 |
State of MI 457 - Rainier Large Cap Growth | $1,001 - $15,000 |
State of NM 457 Ridgeworth Funds | $1,001 - $15,000 |
State of NM 457 State of NM Index | $1,001 - $15,000 |
State of NM 457 SSgA S&P MidCap Index | $1,001 - $15,000 |
Stable Value | $50,001 - $100,000 |
U.S. Government Securities | $50,001 - $100,000 |
U.S. Savings Plan G Fund | $1,001 - $15,000 |
Thrift Savings Plan C Fund | $1,001 - $15,000 |
UBS Balanced Fund | $1,001 - $15,000 |
UBS 401k Plus Plan | $1,001 - $15,000 |
UBS Mid Cap Growth | $1,001 - $15,000 |
UBS PACE International | $1,001 - $15,000 |
UBS 401k Plus Plan | $15,001 - $50,000 |
UBS AG NEW 2008 OBD CHF | $1,001 - $15,000 |
UBS IRA American Funds Investment Co of America | $1,001 - $15,000 |
UBS IRA Invesco Constellation | $1,001 - $15,000 |
Alabama Power Co 2/15/19 | $1,001 - $15,000 |
UBS SEP - Amer Intl Group 1/16/18 | $15,001 - $50,000 |
UBS SEP - Anheuser Busch Cos 3/1/19 | $15,001 - $50,000 |
UBS SEP - Bank of Amer Internotes 9/5/13 | $1,001 - $15,000 |
UBS SEP - Bank of Amer Internotes 1/15/17 | $1,001 - $15,000 |
UBS SEP - Bank of Amer Internotes 1/15/19 | $1,001 - $15,000 |
UBS SEP - Barclays Bk Plc NY Brnch 3/5/14 | $1,001 - $15,000 |
UBS SEP - BB&T Corp 11/1/19 | $15,001 - $50,000 |
UBS SEP - Bony CoreNotes 12/16/19 | N/A |
UBS SEP - Blackrock Strategic Total Return 11/26/13 | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
UBS SEP GMAC SmartNotes 3/15/16 | $1,001 - $15,000 |
UBS SEP Fifth Third Bancorp Inc Notes 10/1/14 | $1,001 - $15,000 |
Heinz Co 3/15/12 | $1,001 - $15,000 |
UBS SEP Home Depot 3/1/16 | $15,001 - $50,000 |
UBS SEP ING Clarion Global Real Estate | $1,001 - $15,000 |
ING SEP Real Estate Trust | $1,001 - $15,000 |
UBS SEP Blackrock Signatures 1/15/18 | $15,001 - $50,000 |
UBS SEP Corporate Properties Trust Inc | $1,001 - $15,000 |
UBS SEP Merrill Lynch NTS 5/5/14 | $1,001 - $15,000 |
UBS SEP Morgan Stanley NTS 11/09/18 | $15,001 - $50,000 |
UBS SEP Morgan Stanley Step-Up 4% | $1,001 - $15,000 |
UBS SEP New York Times Co 3/15/15 | $1,001 - $15,000 |
UBS SEP Prudential Financial Inc 10/15/18 | $5,001 - $15,000 |
UBS EP - Royal Bank of Scotland | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
UBS AG Jersey 08/04/15 | $1,001 - $15,000 |
Verizon PA Global NTS | $15,001 - $50,000 |
Goldman Sachs Investment Co of America | $1,001 - $15,000 |
Goldman Sachs Companies 01/10/14 | $1,001 - $15,000 |
Invesco Constellation | $1,001 - $15,000 |
Pace Large Co Growth Equity | $1,001 - $15,000 |
American Funds Investment Co of America | $1,001 - $15,000 |
Goldman Sachs BTLT Intl Small Companies 01/14/14 | $1,001 - $15,000 |
Invesco Constellation | $1 - $1,000 |
