Annual financial disclosure for 2012, filed June 11, 2012. Includes 75 assets and 1 liabilities.
| Asset | Value |
|---|---|
TIAA CREF Retirement | N/A |
TIAA-CREF Real Estate | N/A |
| Creditor | Type | Amount |
|---|---|---|
| First Bank of Wilmington, DE | mortgage | $100,001 - $250,000 |
| N/A |
TIAA-CREF Social Choice | N/A |
TIAA-CREF Large Cap Growth | N/A |
New York Life Insurance | N/A |
New York Life Insurance | N/A |
Smith Barney IRA | $15,001 - $50,000 |
Money Fund | $15,001 - $50,000 |
Bank Deposit Program | $15,001 - $50,000 |
MFS International New Income | $15,001 - $50,000 |
Franklin U.S. Government Securities | $15,001 - $50,000 |
| $15,001 - $50,000 |
Smith Barney IRA | $15,001 - $50,000 |
Money Fund | $15,001 - $50,000 |
Bank Deposit Program | $15,001 - $50,000 |
MFS International New Income | $15,001 - $50,000 |
Franklin U.S. Government Securities | $15,001 - $50,000 |
| $15,001 - $50,000 |
Smith Barney IRA | N/A |
Bank of PR Puerto Rico, US | N/A |
Franklin Income Fund | N/A |
Franklin Federal Tax Free | N/A |
WMT Investment Trusts | N/A |
INSD Municipal #31 | N/A |
INSD Municipal #42 | N/A |
Alpine ATN DWA (Closed End Fund) | N/A |
Eaton Vance Tax-Advantaged Global (Closed End Fund) | N/A |
WisdomTree | N/A |
iShares FTSE | N/A |
Certificate of Deposit - Banco Popular PR Puerto Rico, US | N/A |
Bank of China NY New York, NY, US | N/A |
Bank of India NY New York, NY, US | N/A |
Bank of Baroda NY New York, NY, US | N/A |
Capital One, N.A. US | N/A |
Commonwealth of PA Pennsylvania, US | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Spain | N/A |
Mt. Carmel Public Utility | N/A |
United Kingdom | N/A |
NV Energy Nevada, US | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Thatcher Farms | $100,001 - $250,000 |
Intrepid Builds | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
McCready Family Partnership | $100,001 - $250,000 |
JPM Energy Oil | $15,001 - $50,000 |
JPM Legacy Oil | $15,001 - $50,000 |
Ascend Energy | $15,001 - $50,000 |
Paseo Legacy Oil | $15,001 - $50,000 |
Eagle Investments | $15,001 - $50,000 |
Hewitt Lease | $15,001 - $50,000 |
Utah Secure Policy | $15,001 - $50,000 |
Zions Bank | $1,001 - $15,000 |
Certificate of Deposit - Utah Bank | $15,001 - $50,000 |
