CHARLES F. BASS
CHARLES F. BASS Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 36 assets.
Est. Net Worth
$7M
2012 annual disclosure
Total Assets
$3.5M - $10.6M
36 assets
Total Liabilities
$0
0 liabilities
Total Trades
4
From PTR filings
Trade Volume
$32K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $3.3M |
| 2011 | $1.4M |
| 2012 | $7M |
Assets by Category
Real Estate$3.4M (3)
Mutual Funds$1.4M (12)
Stocks$1.3M (11)
Other$750K (1)
Bank & Cash$125K (6)
Gov. Securities$75K (1)
LLC / Partnership$65K (2)
Top Stock Holdings (from trades)
All Assets (36)
| 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 |
Trading Sector Allocation (from PTR trades)
Communication Services$24K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).