Professional Documents
Culture Documents
U2011
Report Required by the Elhtc~ In Government Act of 1978 (5 U.$.C. upp. I01-111)
7. Chamben or Office Addr~s 1 I0 Michigan St NW Suit~ 402 Grand Rapids, Michigan 49503
B,On the basi~ of the information contained in this Report lid lay modlfl~tioas per~Riolng ~er~to, ~ h, in my opinion, Ja t~mplitmce with npplkable I~ and reguhtiol~ Reviewing Officer I~te
IMPORTANT NOTES: The Ins~ncaons accompanying th~form must ~efdtow~ Compim ~llpam,
checking the NONE box for each ga~ where ~ou have no reportable infonnadon. Sign on la.stpage.
NAME OF ORGANIZATION/ENTITY
r--=
==
[71
Neff, Janet T.
2. 3.
4.
5.
V. GIFTS. a,~,,~
NO~ ~o reportable g~s.) SOURCE
I.
DESC~ION
V__ALUE
1. 2. 3. 4. 5.
O)
Amount Code 1 (A-H)
C2)
Type (e.g., div., rent, or inL)
(I)
(2)
(t)
Type (e.g., buy, sell, red~pdon)
(2)
(3) (4)
Gain Code I (A-H)
(5)
Identity of buyer/seller (if prlvate u-~tion)
1. 2. 3. 4. 5.
Grand Rapids Family Credit Union accotmt IRA - Charles Schwab - Arbitrage Fund CI R - Akxos Absolute Return Fund . American Funds New World - Betw3tn Income Fund - Hmsman Suate#c Total Return Fund - InUpid Small Cap - JP Morgan Stratigi Incm Oppty A " - JP Morgan Strategic lncm Oppty A - JP Morgan Stntegi~ Incm Oppty A - JP Morgan Strategic Incm Oppty A - JP Morgan Strategic Incm Oppty A
Interest
Int./Div.
T Sold Sold Sold Sold Sold Sold Sold 08/I0/10 K 05/21/10 12/31/10 08/13/10 04/29/10 12/31/10 K K K L K
05/21/10 L
Buy 101/29/10
(addS)
Buy (addS)
Buy (addl)
Buy Buy Buy Buy
)2/26/10 J
03/31110 J
04/30110 03/30110 06/29110 03/31/10 J J
- Bewcy~ Income Fund - Betw~n Income Fund - Hussrnan Strategic Total Return Fund - Wint~rgretm Fund
J J
(a~~)
Buy 08/16/10 K
I. Income Grin Code~: (See Columns B I and D4) 2. VtI~ C~e~ (See Colwam CI am[ D3) 3. Value Mtthod Cod~$ (Set: Colunm C2)
A =$1,000 or lest F -$50,001 - $100,000 J =$|5,000 or I1~ N =1250.00t $500.0~0 P] =$25.000.001 - $$0.000.000 Q =Appraisal U -Book Value
B =$1,001. $2.500 O ~1100,001 - $ 1,000,000 K ~515.001 - $50.000 O -$500,001 - $1,000,000 R ,g~o~t (Real E.tmtt Ouly) V =(Xtx-r
C =$2,501 - $5,000 H I =$1.000,001 - SY,000.000 L -$50,001 - $ I00,000 PI ,,~1,000,001 - $5,000,000 P4 -Mote than 150.000.00(I S =At~c~ncnt W =E~timat~d
D =$5.001 - $! 5.000 H2 -Mote thin $5,000,000 M "$ I00,001 F2 -$5,000,001 - $25,000,000 T =,Cath Mmk~
E-SIS,001-
18.
Buy Buy
19. - IVA Worldwide Fund C1 A 20. 21, 22. 23. 24. 25. 26. 27. 28. 29. - FPA Crescent Fund Inst - FFA C~escem Fund Inst - Schwab Adv Cash Re.rye - S~hwab Adv Cash Reserve - Schwab Adv Cash Reserve - Schwab Adv Cash Reserve - Schwab Adv Cash Reserve - Schwab Adv Cash Reserve - Schwab Adv Cash Reserve - Schwab Adv Cash Reserve
(ada,l)
Buy
J J K J J L K L
(~ddl)
01104110 01/20/10 04/21110 05103/10 05/05/10 05/25/10 07109110 08/12!10 10/29/10 11/18/|0 12/27/10 12/29/10 12/31110
(pro)
Buy Sold Buy Sold Sold Sold Sold (pan) Buy Buy Buy
(part)
K J J J J K
(,~~)
E =115,001 $$0.000
B. Income during
reporting period
D. Transactions during reporting period (l) Type (e.g., buy, sell, redemption) (2) (3) (4) Date Value rnm/dd/yy Code 2 (J-P)
(Q-w)
35. 36. 37. 38. 39. 40. 41. 42. - Meridian Growth Fund - Ap#e.seed Fund Comerica Bank - US Saving, Bonds Chase Bank E A Interest Int!Div. J Buy Sold Redeemed 12/31/I0 12/3 I/I0 05/25/10 K K L
tnnsaction)
I. Income G,io Codes: (~.e Columvs BI trod D4) 2. Value Co~i (See Colu.,nn~ Cl and O3} 3. Valve Method Co~e~ (See Column C2)
A =$ t,000 m" lets F -$~0.001. $100.000 J -$15,000 o I~.s N ~730,001 - Sf~00,000 P] ,=~25,000.001 - $50,000,000 Q -Ap~li~ U =Book Value
B "$1.001 - E2,500 G =$ |00,00l - $1.000.000 K -$15,001 - $50,000 O ,~500,001 - $1,000,000 R =17.~t (Real Eatate Otfly) V -Other
C =$2,50| HI -$l.000.0OI - $5.000.000 L =$50,001. P[ -e*[,000.001 - $5,000,000 P4 =More I~lttt $ -A.eseatmem W -Exrlmated
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any Information not reported was withheld because it met applicable statutory provisions permitting non-disclosure.
I furfher cergfy that earned Income from oufatde employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions ors U.S.C. app. $0! et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 On~ Columbus Circle, N.E. Washington, D.C. 20544