Annual financial disclosure for 2011, filed July 15, 2011. Includes 29 assets and 4 liabilities.
| Asset | Value |
|---|---|
1490A Park Lane Drive #101 Tavares, FL, US | $100,001 - $250,000 |
15 Jefferson Street Warwick, RI, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Coastway | mortgage | $250,001 - $500,000 |
| Chase Home Finance | mortgage | $50,001 - $100,000 |
| CitiMortgage | mortgage |
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 | $100,001 - $250,000 |
| $15,001 - $50,000 |
Bank RI (savings) | $1,001 - $15,000 |
BlackRock Muni Enhanced Fund | $1,001 - $15,000 |
BlackRock Munivest Fund II | $15,001 - $50,000 |
Bonnet Shores Beach Cabana Narragansett, RI, US | $50,001 - $100,000 |
Citigroup Cap XV | $50,001 - $100,000 |
| N/A |
| N/A |
Invesco Value Fund (previously named and listed as MS Value Fund) | $50,001 - $100,000 |
Investment Company of America | $15,001 - $50,000 |
Morgan Stanley Cap Trust | $50,000 - $100,000 |
MS Charter Campbell (in Roth IRA) | $1,001 - $15,000 |
MS Charter Graham (in Roth IRA) | $1,001 - $15,000 |
MS Emerging Markets Domestic Debt | $50,001 - $100,000 |
Sun Life of Canada (Insurance Policy) | $500,001 - $1,000,000 |
US Savings Bonds | $1,001 - $15,000 |
Van Kampen Dividend Index | $1,001 - $15,000 |
Van Kampen EAFE Select | $15,001 - $50,000 |
Van Kampen Multinational Index 29 | $50,001 - $100,000 |
Van Kampen Munivest SBI | N/A |
Washington Mutual | $50,001 - $100,000 |
Western Asset Managed Municipals Portfolio | $15,001 - $50,000 |
| $100,001 - $250,000 |
| Visa | other | $10,001 - $15,000 |
