Annual financial disclosure for 2012, filed June 14, 2012. Includes 65 assets and 3 liabilities.
| Asset | Value |
|---|---|
1025 Monterey Drive Monterey Park, CA, US | $250,001 - $500,000 |
101 North Carolina Place, SE Washington, DC, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| GMAC Mortgage | mortgage | $50,001 - $100,000 |
| GMAC Mortgage | other | $100,001 - $250,000 |
| SunTrust Mortgage | mortgage |
1633 Hill Drive Los Angeles, CA 90041, US | $500,001 - $1,000,000 |
Ally Bank - CD (8483731) | N/A |
Ally Bank - CD | N/A |
American Chartered Bank - CD | N/A |
American Funds Money Funds - 529 | $1,001 - $15,000 |
American Funds New Perspective (NPFX) | $1,001 - $15,000 |
American Funds New Perspective (NPFX) | $1,001 - $15,000 |
Apartment Trust of America | $1,001 - $15,000 |
Blackrock Mid Cap Value | $1,001 - $15,000 |
Blackrock Mid Cap Value | $1,001 - $15,000 |
Capital One Bank - CD | $1,001 - $15,000 |
Capital World Bond Fund - 529 | $1,001 - $15,000 |
Capital World Growth & Income (CWGFX) | $1,001 - $15,000 |
Capital World Growth & Income (CWGFX) | $1,001 - $15,000 |
Capmark Bank - CD | N/A |
Chase - Checking | $1 - $1,000 |
Citi Bank NA - CD | $1,001 - $15,000 |
Congressional Federal Credit Union - Checking & Savings | $1,001 - $15,000 |
Discover Bank - CD (25469JY6) | $1,001 - $15,000 |
Discover Bank - CD (25469JY6) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fundamental Investors - 529 | $1,001 - $15,000 |
G Ret Liquidating Trust | $15,001 - $50,000 |
GE Capital - Bond (36962G3F5) | $1,001 - $15,000 |
GE Capital - Bond (36962GLZ7) | N/A |
GE Money Bank - CD (36159UF5) | N/A |
General Electric Cap Cp - Bond (36962G230) | $1,001 - $15,000 |
Goldman Sachs Bank - CD (38141GBU8) | $1,001 - $15,000 |
Goldman Sachs Bank - CD (38141ACA) | $1,001 - $15,000 |
Goldman Sachs Bank - CD (3669797) | $15,001 - $50,000 |
Growth Fund of America Class F | $1,001 - $15,000 |
Marshall Isley Bank Note - Bond | $1,001 - $15,000 |
JP Morgan Chase - Bond | $1,001 - $15,000 |
JP Morgan Chase - Bond | $1,001 - $15,000 |
John Hancock - Bond | $1,001 - $15,000 |
Investment Company of America - 529 | $1,001 - $15,000 |
ING Corporate Leaders (LCX1Z) | $1,001 - $15,000 |
ING Corporate Leaders (LCX1Z) | $1,001 - $15,000 |
Income Fund of America - 529 | $1,001 - $15,000 |
HSBC Finance Cp - Bond | $1,001 - $15,000 |
HomeBanc N.A. - CD | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Growth Fund of America Class F | $1,001 - $15,000 |
Marisco 21st Century Fund | $1,001 - $15,000 |
Marisco 21st Century Fund | $1,001 - $15,000 |
Midfirst Bank - CD | $1,001 - $15,000 |
Morgan Stanley - Bond | $15,001 - $50,000 |
New Perspective Fund - 529C | $1,001 - $15,000 |
Protium Financial - CD | N/A |
Rainier Small/Mid Cap | $1,001 - $15,000 |
Rainier Small/Mid Cap | $1,001 - $15,000 |
| $1,001 - $15,000 |
Schwab Money Market Fund | $100,001 - $250,000 |
Small Cap World Fund - 529C | $1,001 - $15,000 |
SW St Louis Bank - CD | $1,001 - $15,000 |
Tennessee Commerce Bank - CD | $15,001 - $50,000 |
The Bond Fund of America - 529 | $1,001 - $15,000 |
Washington Mutual Inv. Fund | $1,001 - $15,000 |
Washington Mutual Investor Fund | $15,001 - $50,000 |
Wells Fargo Bank - Bond | $1,001 - $15,000 |
| $500,001 - $1,000,000 |