Annual financial disclosure for 2012, filed May 15, 2012. Includes 36 assets.
| Asset | Value |
|---|---|
Ocean Bank (Peoples United) Checking Acct | $50,001 - $100,000 |
Citizens Bank (Peoples United) Checking Acct | $1,001 - $15,000 |
Ocean Bank (Peoples United) Checking Acct |
| $15,001 - $50,000 |
Checking Acct | $1,001 - $15,000 |
Ocean Bank (Peoples United) Checking Acct | $1 - $1,000 |
Savings Acct (Peoples United) | $1 - $1,000 |
PUB/CFB Partnership 50% Lees Summit, MO, US | $15,001 - $50,000 |
WJB/CFB Partnership (50% owner of Balfour Industries, Inc., architectural supply manufacturer) Beltsville, MD, US | $15,001 - $50,000 |
Bridgeport, CT, US | $15,001 - $50,000 |
Bridgeport, CT, US | $1,001 - $15,000 |
Three Twins Organic Ice Cream San Rafael, CA, US | $15,001 - $50,000 |
Land in Sharon, NH (50%) Sharon, NH, US | $100,001 - $250,000 |
Land and Buildings, Edgartown, MA (50%) Edgartown, MA, US | $100,001 - $250,000 |
Land and Buildings, Pleasant Street (Primary Residence) | $1,000,001 - $5,000,000 |
Wells Fargo Advantage Funds - Self-Directed Allocation Advisor | $500,001 - $1,000,000 |
Dallas, TX, US | $15,001 - $50,000 |
Irving, TX, US | $100,001 - $250,000 |
Fairfield, CT, US | $1,001 - $15,000 |
Philadelphia, PA, US | $15,001 - $50,000 |
Atlanta, GA, US | $1,001 - $15,000 |
New York, NY, US | $15,001 - $50,000 |
US Treasury Notes | $50,001 - $100,000 |
LLB Revocable Trust - not self-directed, Fund Source, Wells Fargo | $500,001 - $1,000,000 |
IRA Fund Source Core Plus Bond Fund, Wells Fargo | $100,001 - $250,000 |
IRA Fund Source Growth Fund, Wells Fargo | $50,001 - $100,000 |
American Source Corporate Growth Fund, Wells Fargo | $100,001 - $250,000 |
CAP Industries, Inc. Stock Beltsville, MD, US | $100,001 - $250,000 |
New England Wood Pellet Jaffrey, NH, US | $500,001 - $1,000,000 |
529 C.A. - Justerica Mutual Fund - Bond Fund of America | $15,001 - $50,000 |
529 C.A. - Justerica Mutual Fund - Capital Income Builder | $15,001 - $50,000 |
JB 529 American Mutual CL A - Capital World Bond 529 CL A | $1,001 - $15,000 |
JB 529 American Mutual Fund - Growth Fund of America 529 CL A | $1,001 - $15,000 |
JB 529 American Mutual Fund - Bond Fund of America 529 CL A | $50,001 - $100,000 |
JB 529 American Mutual Fund - Money Market Fund 529 CL A | $1,001 - $15,000 |
LB 529 American Mutual Fund - Capital Income Builder 529 CL A | $15,001 - $50,000 |
LB 529 American Mutual Fund - Growth Fund of America 529 CL A | $1,001 - $15,000 |