Annual financial disclosure for 2010, filed May 17, 2010. Includes 31 assets and 6 liabilities.
| Asset | Value |
|---|---|
1300 13th Street NW #302 Washington, DC, US | $250,001 - $500,000 |
14901 Park Lane Drive #101 Ft. Meyers, FL, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Coastway | mortgage | $250,001 - $500,000 |
| Chase Home Finance | mortgage | $100,001 - $250,000 |
| CitiMortgage | mortgage |
RJs Jefferson Street Warwick, RI, US | $100,001 - $250,000 |
17 Scott Avenue Warwick, RI, US | $100,001 - $250,000 |
25 Scott Avenue Warwick, RI, US | $100,001 - $250,000 |
340 Shawmut Avenue Warwick, RI, US | $100,001 - $250,000 |
65 Chesterfield Street Warwick, RI, US | $100,001 - $250,000 |
9 Jefferson Street Warwick, RI, US | $250,001 - $500,000 |
A123 Systems Common Stock | $100,001 - $250,000 |
Bank RI (savings) | $1,001 - $15,000 |
Blackrock Muni Enhanced Fund | $100,001 - $250,000 |
Blackrock Munivest Fund II | $15,001 - $50,000 |
Bonnet Shores Beach Cabana | $15,001 - $50,000 |
Citigroup Cap XV | $15,001 - $50,000 |
| $50,001 - $100,000 |
Goldman Sachs Grp Inc SRB | $15,001 - $50,000 |
Investment Company of America | $15,001 - $50,000 |
Morgan Stanley Cap Trust | $50,001 - $100,000 |
MS Charter Campbell (in Roth IRA) | $100,001 - $250,000 |
MS Charter Graham (in Roth IRA) | $1,001 - $15,000 |
MS Emerging Markets Debt Fund | $15,001 - $50,000 |
MS Value Fund A | $50,001 - $100,000 |
Sun Life of Canada (Insurance policy) | $1,000,000 - $1,000,000 |
US Savings Bonds | $1,001 - $15,000 |
Van Kampen DJ Dividend Index | $15,001 - $50,000 |
Van Kampen EAFE Select | $15,001 - $50,000 |
Van Kampen Multinational Index I2 | N/A |
Van Kampen Multinational Index I | $15,001 - $50,000 |
Van Kampen Munivest SBN | $50,001 - $100,000 |
Washington Mutual | $50,001 - $100,000 |
Western Asset Managed Municipals Portfolio | $15,001 - $50,000 |
| $100,001 - $250,000 |
| Bank of America | mortgage | $50,001 - $100,000 |
| Wells Fargo (note: title is held by Dean Realty but schedule is in my name - property not listed on Schedule A) | mortgage | $100,001 - $250,000 |
| Coastway | mortgage | $250,001 - $500,000 |
