Annual financial disclosure for 2013, filed May 15, 2013. Includes 21 assets and 6 liabilities.
| Asset | Value |
|---|---|
Bank of America Checking | $1 - $1,000 |
Citizens Bank – Scholarships | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| TIAA CREF, Carol Stream, IL 60197 | other | $15,001 - $50,000 |
| Bank of America, Newark, DE 19886 | other | $50,001 - $100,000 |
| John Hancock | other |
| $5,000,001 - $25,000,000 |
GQRR, LLC Washington, DC, US | $1 - $1,000 |
JH Rmnt Lifecycle 2015 | $1,001 - $250,000 |
Liberty Bank Checking | $1,001 - $15,000 |
Liberty Bank Escrow | $1,001 - $15,000 |
Mass Mutual Whole Life Insurance Policy | $250,001 - $500,000 |
ML Blackrock Global | N/A |
ML Columbia Marsico 21st | N/A |
ML Ivy Asset Strategy | N/A |
ML MM Funds (ISA Discover Bank) | $1 - $1,000 |
ML PIMCO Total Return | $1,001 - $15,000 |
Pacific Life Universal Life Insurance Policy | $50,001 - $100,000 |
Spaulding & Slye Colliers (60% Owner, Miami, FL) - Phone Surveys Miami, FL, US | $1 - $1,000 |
TIAA Traditional Retirement | $15,001 - $50,000 |
TIAA CREF Traditional Retirement | $50,001 - $100,000 |
TIAA CREF CREF MMF | $15,001 - $50,000 |
TIAA CREF Social Choice Retirement - Cafe Stock | $100,001 - $250,000 |
United Bank Checking | $15,001 - $50,000 |
United Bank Checking | $1 - $1,000 |
| $15,001 - $50,000 |
| Dmns Ctlr, Des Moines, IA 50368 | credit card | $15,001 - $50,000 |
| Liberty Bank, Middletown, CT | mortgage | $500,001 - $1,000,000 |
| Bank of America, Wilmington, DE | mortgage | $500,001 - $1,000,000 |