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5 Eldon Estates II, LP Eldon, MO Limited Partnership Real Estate Affordable Housing X X X
5 Eldon Estates Limited Partnership Eldon, MO Limited Paltnership - Real Estate Affordable Housing X X X X
5 Eldon Manor, LP Eldon, MO Limited Partnership - Real Estate Affordable Housing X X X
5 Ellsworth Senior Housing, LP Ellsworth, K5 Limited Partnership - Real Estate Affordable Housing X X X X
5 Eminence Associates I, L.P. Eminence, MO Limited Partnership - Real Estate Affordable Housing X X X' X
5 Emory Capilal, L.P. Emoly, TX Limited Partnership - Real Estate Affordable Housing X X X X
5 Emory Manor, L.P. Emory,TX Limited Partrlership - R,eaJ Estate Affordable Housing X X X X
5 Far View Housing Associates Sanford, ME Limited Partnership - Real Estate Affordable Housing X X X
S Festus Associates I, LP Festus, MO Limited Partnership - Real Estale Affordable Housing X X X X
5 first Rural Housing Limited Partnership 5t. Louis, MO Limited Partnership - Real Estale Affordable Housing X X X X X
5 Fisher Funds Wellington. New Zealand Investme1ll Fund X X X X X X
5 Fonda Limited Partnership Fonda, NY Limited Pcutnership - Real Estate Affordable Housing X X X X
S Forest Glade, Ltd Wauchula, FL Limited Partnership - Real Esrate Affordable HOllsing X X X
S Forest III Development, LP Moulo';e, GA Limited Partnership - Real Estate Affordable Housing X X X X
5 Forsyth Development Limited Partrlcrship Forsyth, GA Limited Partnership - Real Estate Affordable Housing X X X
S Fon Deposit Housing, Ltd, Ft. Deposit, AL Limited Partnership - Real Estate Affordable Housing X X X
- X
5 Franklin Manor, L.P. Franklin, TX Limited Partnership - Real Estate Affordable Housing X X X X
5 Fredricklown Associates II , LP Fredricktown, MO Limited Partnership - Real Estate Affordable Housing X X X X
5 Ft. Siockton Manor. L.P. Ft. Siockton, TX Limited Partnership - Real Estate Affordable HOllsing X X X X
S Garden City Family Housing, LP Garden Cit)', MO Limited Partnership - Real Estate Affordable Housing X X X X
5 G,lITett Housing Limited Partnership Phoenix Cily, AL Limited - Estate Affordable Housing X X X X
S Georgia Equity Investors LLC Atlanta, GA Limited Liability Company - Real Estate Affordable Housing X X X X
S Georg.ia Housing Tax Credit Fund LLC Atlanta, GA Limited Liability Company - Real Estate Affordable Housing X X X X
S GHROW Paltners Calumet Cit)', [L Limited Partnership - Real ESlate Affordable Housing X X X X
S GiLson House Apartments Limited, LP Gibson, TN Limited - Real Estate Affordable Housing X X X X
5 Gilmer Capital, L.P. Gilmer, TX Limited Partnership - Real Estale Affordable Housing X X X X
S Gl enchester Assoc;ottcs. LP 5t. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
5 Green Pines Associates Charlestown, NH Limited Partnership - Real Estate Affordable Housing X X X
S Greensburg Rural HOllsing, L.P, Greensburg, KS Limited Partltership - Real Estate Affordable Housing X X X X
S Greenville Associates, LP Countryview, IL Limited Pal1nership - Rt!al Estate Affordable Housing X X X X
5 Greenwood Ten'nce Ltd, Quincy, FL Limited Partnership - Reed Estate Affordable Housing X X X X
S Group Three Construction Company St. Louis, MO Corporation - General Conn:actor X X X
S Group Three Development Company St. Louis,MO Limited Parrnersitip - Real Estate Affordable Housing X X X X
S Group Housing DcveJopmcm Company St Louis, MO COIVoration - Real Estate Affordable Housing X X X X
5 Gl1Indy Housing Associntes, LP Trenton, P.'tO Limited Partnership - Real Estate Affordable Housing X X X X
5 Harper and Associates Limited Eagl ewood, TN Limited Partnership - Real Estate Affordable Housing X X X X
S Harper Associates Selmer, TN Limited Pallnership - Real Estate Affordable Housing X X X X
OpenSec:rets.org
12
Rl!porting Individual's Name:
PART !US. NONPUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Claire
Block A Block B Block C
ldcntity afNon-Publicly Traded Assets and Unearned Income Sources Valuation of Assets Type and Amount of Income
At Close of Reporting Period Type of Income Amount of Income
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S Harper Associates, L TO IV Kenton, TN Limited Partnership Real Estate Affordable Housing X X X X
S Han'isonville II family Housing, LP Hanisonville, MO Limited Partnership Real Estate Affordable Housing X X X X X
S Hebron Senior Housing, L.P. Hebron, NE' Limited ParUlership Real Estate Affordable Housing X X X X
S Heritage Acres X Suffolk Ltd. 5uffolk, VA Limited Partnership - Real Estate Affordable Housing X X X X
5 Heritage ApamnenlS r, LP 51. Louis, MO Limited Partnership - Real Estate Afforc!able Housing X X X X
S Heritage Dunbar Apamncn15, LP 51. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
5 Heritage Dunbar Associates, LLC 51. Louis, MO Limited Liability Company - Real Estate Affordable Housing X X X X
S Heritage Manor, LP Flat River, MO Limited Partnership Real Estate Affordable Housing X X X X
5 Hernando 515, LP Hernando, FL Limited Partnership Real Estate Affordable Housing X X X X
5 Hillcrest Estates Associates, LP Penyville, MO Limited Pattnership - Real Estate Affordable Housing X X X X
5 Hillsboro Associates I, L.P. Hillsboro, lL Limited Partnership - Real Estate Affordable Housing X X X X
S Hilltop Terrace Development Limited Partnership Kingsland, GA Limited Partnership - Real Estate Affordable Housing X X X
5 Hobe 50und RRH, Ltd. FL Limited Partnership - Real Estate Affordable Housing X X X X
S Hohenwald Associates Ltd Hohenwald, TN l..imited Partnership Real Estate Affordable Housing X X X
S Holcomb Rural Housing, L.P. Holcomb, K5 Limited Partnership - Real Estate Affordable Housing X X X X
S Howardville Associates 1, LP Howardville, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Howardville Associate, n, LP Howardville, MO Limited Partnership Real Estate Affordable Housing X X X X
S Hunters Run of Douglas LP Hunter, GA Limited Partnership - Real Estate Affordable Housing X X X X
5 Huntington Associates 51. Louis, MO Limited Partnership Real Estate Affordable Housing X X X )( X
5 Idalou Manor, L.P. Idalou, TX Limited Partnership - Real Estate Affordable Housing X X X X
5 Illinois Investors It L.P. 51. Louis, MO Limited Partnership Real Estate Affordable Housing X X X X
5 Inglewood Mendows Ltd. 51. Cloud, fL Limited Partnership - Real Estate Affordable Housing X X X X
5 Ilta Beml Estates, Ltd. I"a Bena, M5 Limited Pannership - Real Estate Affordable Housing X X X X
S lefferson Capital, L.P. lefferson, TX Limited Partnership - Real Estate Affordable Housing X X X X
S Jefferson tvinnor, L.P. Jefferson, TX Limited Partnership - Real Estate Affordable Housing X X X X
5 Jellison Hill Apamnen", LP Hol)'rod, K5 Limited Partnership - Real Estate Affordable Housing X X X X
5 JSKV Corper,uion 51. Louis, MO Corporation - Real Estate Affordable Housing X X X X
S Kansas Rural Housing of Abilene. LP Abilene, KS Limited Partnership - Real Estate Affordable Housing X X X X
S Kansas Rurnl Housing of Atchison, LP Atchison, K5 Limited Partnership - Real Estate Affordable Housing X X X X
5 Kansas Rural Housing of Deerfield, LP Deerfield, K5 Limited Partnership - Real Estate Affordable Housing X X X X
5 Kansas Rural Housing of Lindsborg, LP Lindsborg, KS Limited Partnership - Real Estate Affordable Housing X X X X
5 Kingman Family Apan1Tlcnts, L.P, Kingman, KS Limited Pa.tnership Real Estate Affordable Housing X X X X
5 LaCellter Apartmcnts, L.P. LaCenter, KY Limited Partnership - Real Estate Affordable Housing X X X X
5 l..ake Park, Ltd., LP Lake Park, GA Limited Partnership - Real Estate Affordable Housing X X X X
5 Lazard Asset Fund Clayton, MO Investment Fund X X X X
5 LCR-IA Limited ParOlcrship 51. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
5 LCR-IIA Limited Pa.111<rship 51. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
OpenSecrets.org
13
Reporting Name:
PART [!lB. NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Cla;re McCasldli
Block A 13I0ck 13 Block C
Identity of Non-Publicly Traded Assets and Unearned Income Sources Valuation of Assets Type and Amount of Income
At Close of RepOiting Period Type oflncome Amount of Income
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S Levelland Manor. L.P. Levelland, TX Limited Partnership Real Estate Affordable Housing X X X X
S Licking Associates II, L.P. Lickmg, iv[O Limited Partnership - Real Estate Affordable Housing X X X X
S Linlefield Manor, L.P. Linlefield. TX Limited Partnership - Real Estate Affordable Housing X X X X
S Lockwood Corporate Realty II, L.P. St. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Lockwood CO'lJOrate Realty III, L.P. S1. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Lockwood Corporate Realty, Ltd. St.Louis, MO Limited Partnership Real Estate Affordable Housing X X X X X
S Lockwood Equities, Inc. St. Louis, MO Corporation - Real Estate Affordable Housing X X X X
S Lockwood Housing Associates 1984-A, L.P. 5t. Louis, MO Limited Partnership Real Estate Affordable Housing X X X X
S Lockwood Housing Development Corp St. Louis, MO Corporation - Real Estate Affordable Housing X X X X
S Lockwood InveSbnenl Management Company S1. Louis, MO Corporation - Real Estate Affordable Housing X X X X
S Lockwood Venture Punners 1985, LP St. Louis, MO Lunited Partnership - Real Estate Affordable Housing X X X X
S Lockwood Venture Panm:rs 1986, LP St. LOllis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Lockwood Venture Panners 1987, LP St. Louis, MO Lunited Partnership - Real Est.1te Affordable Housing X X X X
S Malta, Limited Partnership Malta, NY Limited Partnership Real Estate Affordable Housing X X X X
S Maple View Apartments, LP Lawson, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Marionville II Family Housing, LP Marionville, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Marionville III Family Housing, LP Marionville. MO Limited Partnership - Real Estnte Affordable Housing X X X X
S Maywood Investors, L.P. 51. Louis, MO Limited Partnership - Real Estate iffordable Housing X X X X
S Meadowlark Associates Ltd St. Louis, MO Limited Partnership Real Estate Affordable Housing X X X X
S Metter, Ltd., L.P. Metter. GA Limited Partnership - Real Estate Affordable Housing X X X X X
S Midwest Rural Iiollsing of LP Kiowa. MO Limited Partnership Real Estate Affordable Housing X X X X
S ivlilnll Manor Associates Milan,IL Limited Partnership - Real Estate Affordable Housing X X X X
S Milliken Apts. L.P. Milliken, CO Limited Partnership - Real Estate Affordable Housing X X X X
5 Missouri Equity Investors, LLC 5t. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S ivli ssouri I Investors St. Louis, MO Limited. Partnership - Real Estate Affordable Housing X X X X
S Missouri II Investors St. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S MissOUli In Investors St. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Missouri Rural Housing of Nixa I, LP Nixa. MO Limited Partnership - Real Estate Affordable Housing X X X X
S Missouri Rural Housing of Pl easant Hill II , LP Pleosant Hill, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Missouri Ta.x Credit Fund LP St. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Moberly ASC Associates LP St. Louis, MO Limited Paltnership - Real Estate - Commercial X X X X
S Moberly ASC Equipment Lessor LLC St. Louis, MO Limited Liability Company - Equipment Leasing X X X X
S MOberly ASC GP LLC St. Louis, MO Limited Liability Company - Real Estate - Commerci al X X X X
S Monticello Ltd. Monticello. FL Limited Pm111ership - Estate Affordable Housing X X X X
S f\'lounrnin Pine Associates, L.P. Mountain Pi ne, AR Limited Partnership - Real Esmte Affordable Housing X X X X
S Mt. Pleilsilnt Associn[es, Ltd. Me Pleasant, TN Limited Pm1nership - Real Estate Affordable Housing X X X
OpenSec:rets.org
14
Reporting Individual's Name:
PART [[[B, NON-PUBLlCLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Claire
Block A Block B Block C
Identity of Non-Publicly Traded Assets and Unearned Income Sources Valuation of Assets Type and Amount of Income
At Close of Reporting Period Type of Income Amount of Income
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5 MTCF Federal Fund II LP 51. Louis, MO Limited Partnership Real Estate Affordable Housing X X X X
5 MTCF Federal Fund II[ LP 51. Louis, MO Limited Partnership Real Estate Affordable Housing X X X X
5 Mulbeny Associates I, L.P. MulbenY,AR Limited Partnership - Real Estate Affordable Housing X X X X
S Nebraska City Senior Housing, LP Nebraska City, NE Limited Partnership Real Estate Affordable Housing X X X X
S Nelson & Company Properties, Ltd. II Hillsboro, KS Limited Partnership'- Real Estate Affordable Housing X X X X
S New Briarwood Apat1ment Association, L.P. Odessa, MO Limited Pal1nership - Real Estate Affordable Housing X X X X
S New Cardwell Housing Associates, L.P. Cardwell, MO Limited Partnership Real Estate Affordable Housing X X X X
S New Mozark Housing Associates, L.P. Aurora, MO Limited Partnership - Real Estate Affordable Housing X X X X
5 Newton Senior Housing, L.P. Newton, K5 Limited Partnership - Real Estate Affordable Housing X X X X
S N0l1hgate Housing Ltd. Partnership l'v[ontgomery, AL Limited Parttlership - Real Estate Affordable Housing X X X X
S Oakwood Associates St. Louis, MO Limited Pannership - Real Estate Affordable Housing X X X X
S Oakwood Village Ltd. Century, FL Limited Partnership - Real Estate Affordable Housing X X X X
S Orange Bt!<lch HOllsing, Ltd. Orange Beach, AL Limited Partnership - Real Estate Affordable Housing X X X X
S Orangewood Villas, Ltd. Umatilla, FL Limited Partnership - Real Estate Affordable Housing X X X X
5 Paducah Highland Terrace, Ltd. Paducah, KY Limited Partnership - Real Estate Affordable Housing X X X X
S Palmyra Associates, LP Palmyra, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Pampa Manor, L.P, Pampa, TX Limited Partnership - Real Estate Affordable Housing. X X X X
5 Paola Housing Partnershjp. LP Paola, KS Limited Partnership - Real Estate Affordable Housing X X X X
S Paris Associates I, L.P. Paris, rL Limited Partnership Real Estate Affordable Housing X X X X
S Pecan Point Development, LP Cochran, GA Limited Partnership Real Estate Affordable Housing X X X X
S Perry County Housing, Ltd. Uniontown, AL Limited Partnership - Real Estate Affordable Housing X X X X
S 'pen)' September Housing, L.P. Perry, KS Limited Pal1nership - Real Estate Affordable Housing X X X X
S Pevely Associates I, LP Pevely, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Philmont Limited Partnership Philmont, NY Limited Partnership - Real Estate Affordable Housing X X X X
S Piedmont Associates I, LP Piedmont, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Pine Hill Housing, Ltd. Pine Hill, AL Limited Partnership - Real Estate Affordable Housing X X X X
5 Pine Ridge Ltd. Port St. Joe, FL Limited Partnership - Real Estate Affordable Housing X X X X
S Pine Terrace fII, Ltd. Callahan, FL Limited Partnership Real Estate Affordable Housing X X X X
S Pine View Apts. RRH, Ltd. Peny, FL Limited Partnership - Real Estate Affordable Housing X X X
S Plantation IV, L.P. Richmond Hills, GA Limited Partnership - Real Estate Affordable Housing X X X
S Platteville Apts. L.P. Platteville, CO Limited Pannership - Rea-l Estate Affordable Housing X X X X
S Pleasant Valley Associates Limited Dickson, TN Limited Pannership - Real Estate Affordable Housing X X X X
S Poplar Grove Aparnnents Lewisport, KY Limited Pal1nership - Real Estate Affordable Housing X X X X
S Post Manor, L.P. Post, TX Limited Partnership - Real Estate Affordable Housing X X X X
S PPA rtta Bena 51. Louis, MO Limited Pmtnership - Real Estate Affordable Housing X X X X
S Prairieland Properties of Satanta, LP Satanta, K5 Limited Partnership - Real Estate Affordable Housing X X X X
S Pratt Rural Housing., LP Pratt, KS Limited Pam1ership - Real Estate Affordable Housing X X X X
OpenSecrets.org
15
Reporting Individu:lI's Name:
Claire MeCasl,il!
PART IIIB. NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Block A Block B Block C
Identity of Non-Publicly Tnldcd Assetsand Unearned [ncome Sources Valuation of Assets Type and Amount of (ncome
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S Professional Planning Asset Management Corp. St. Louis, MO Corporation Real Estate Affordable Housing X X X X
S Putney first L.P, PUUley, VT Limited Partnership Real Estate Affordable Housing X X X X
S Quail Hollow RRH, L.P, Homerville, GA Limited Partnership - Real Estate Affordable Housing X X X X
S Rachel! Square, LTD, Rutherford, TN Limited Parttlership . Real Estate Affordable Housing X X X X
S Rainbow Gardens ApaI1ments Limited Dunnelon, fL Limited Pannership - Real Estate Affordable Housing X X X
5 RD Investors LP SI. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Rector ASSDCintes I, LP Rector, AR Limited Partnership Real Estate Affordable Housing X X X X
S Rector Housing investors, LP 51. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Reddington Associates St. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X X
S Richland Associates I, LP Richland, MO Limited Partnership - Real Estate Affordable Housing X X X X
5 Ridgecrest Aparnnems, Ltd. Dover, TN Limited Partnership - Real Estate Affordable Housing X X X X
S River Reach of Crystal River, Ltd, Clystal River, FL Limited Pmtl1ership - Real Estate Affordable Housing X X X
S Riverton Apartment Company. LP Riverton,IL Limited Partnership - Real Estate Affordable HOllsillg X X X X
S Rogersville Rural Housing, LP Rogersville, MO Limited Partnership - Real Estate Affordable Housing X X X X X
S Rossville Senior Housing, L.P. Rossville, KS Limited Partnership Real Estate Affordable Housing X X X X
S Saddlcwood I, LP Sedalia, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Salem Associates I, LP Salem,MO Limited Partnership Real Estate Affordable Housiog X X X X
S Savannah Associates, Ltd. Savannah, TN Limited Partnership. Real Estate Affordable Housing X X X
S ScottCit), Associates lll.-L.P, Scott City, MO Limited Partnership - Real Estate Affordable Housing X X X
S SEI Partners SI. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Seneca Development Company,LP Seneca .. KS Limited Paltnership . Real Estate Affordable Housing X X X X
S Seventeen \Vesl Lockwood Associates SI. Louis, MO Partnership - Real Estate Office Building X X X X
S SF Tr.ding LLC SI. LOllis, MO Limited Liability Company - Commodities X X
S Shelbina Associates II, LP Shebinir. MO Limited Partnership - Real Estate: Affordable Housing X X X X
S Sikeston Associates II, LP Sikeston, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Silver Lake Development Company, LP Silver Lake, KS Limited Partnership - Real Estate Affordable Housiog X X X X
S Snyder Properties, Limited I LaCygne, KS Limited Partnership - Real Estare Affordable Housing X X X X
S Southern Development Co of McComb, LP McComb, MS Limited Partnership Real Estate Affordable Housing X X X X
S Southern Development of Milton, LP Milton, FL Limited -Partnership - Real Estate Affordable Housing X X X X
S Sourhern Dev't Compllny of Andnlusia. Ltd. Andalusia, AL Limited Partnership Real Estate Affordable Housing X X X X
S Springtield Development, LP Splingfield, GA Limited Pai-mership - Real Estate Affordable Housing X X X X
S Springfield Housing Associlltes, LP Springfield, I L Limited Pannc:rship - Real Estate Affordable Housing. X X X X
S Springhouse Lane Associates, LP 51. Louis, ,.,.10 Limited Pal111crship - Real Estate Affordable HOllsing X X X X
S Sl. John Rural Housing, L.P. SI. John, KS Limiled P,\I1nership - Real ESlale AlTordable Housing X X X X
S Stanton Associates Limited, L.P. Stanton, m Limited Parmership - Real Estate Affordable Housing X X X X
5 See. Genevieve Associates, LP Ste. Genevieve, MO Limited Pal'1llership - Real Estate Affordable Housing X X X X
S Sronegnte i\11anor, Limited Pony, FL Limited Pamlcrship - Real Estate Affordable Housing X X X
OpenSec:rets.org
16
Reporting Individual's Name:
PART [[[B. NON-PUBLICLY TRADED ASSETS AND UNEARNED [NCOME SOURCES
Claire
Block A Block B Block C
Identity or Non-Publicly Traded Assets and Unearned Income Sources Valuation of Assets Type and Amount of Income
At Close of Reporting Period Type of [ncome Amount of Income
]
a
- a
* a a 0::
2
a
a
a a
"I a
a a
*
a a
a a a -
IA a a
a
a
a a
* a a a
6
a
"
f- a a 6 a a
a
a
6 6 a
a
:;;:
a
a
a a
a a
6 a
6
8
] "H
a a
:;;-
6 a a
a_ ",-
'"
a a_ og a_ ,,; ,,,-
",-
a 0_ a
0
- -
"I
'" -
a
Co - - - 6
'"?
!
'"?
a_
i'i
"0
iii '"? '"? '"?
u Name Address Description
'"' !
'"? '"?
-0
IS
.s
'"? '"? '"?
!
a
/, -
.;;: ex! <U -
0 -
0_
0 a 0 0 <A "-
1l
a a
a
0
a
a
0 0 0
Ci
';:;'
13
<U 0
0_
'"
0
a a
-
ui 0_
.,.,-
0
6 6
0 <U
U
"0 S
6
.9-
"I ,,;
0
",-
0 0
'"" Z
-
6 >
i
" '"
- ",-
:;;- 6
'"
- a
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'"
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8-
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x
Z
UJ
S Strafford Rural Housing, LP Strafford, MO Limited Partnership - Real Estate Affordable Housing X X X X
S
Srrategically Acquired Real Estate Investment Fund LP
Dover, DE
(flk/a Strategic Advisors LLC)
Limited Partnership - Real Estate X X X
S Sooalegically Acquired Real Estate Investment Fund ([ LP St. Louis, MO Limited Pill1ncrship - Real Estate X X X
5 Sugar Creek Finance Company LLC 5t. Louis, MO Limited Liability Company - Financing X .X X
5 Sugar Creek Investors II LP St. Louis, MO Limited Palmership - .Real Estate Affordable Housing X X X X
S Sugar Creek Investors III LP St. Louis, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Sugar Creek Investors LP 5t. Louis, MO Limited ParOlership - Real Estate Affordable Housing X X X X
S 5ugar Creek Realty LLC 5t. Louis, MO Limited Liability Company - Real Estate Management X X X X
S Sunrise Hill, Ltd. Hanisonville, MO Limited Pal111crship - Real Estate Affordable Housing X X X X X
S Sunrise TClTace Apanments, L.P. Sylvan Grove, KS Limited Prutnership - Real Estate Affordable Housing X X X X
S Sunset Hi[Js Apartments, Ltd. Gallup, NM Limited Parmership - Real Estate Affordable Housing X X X X
S Thayer Associates, LP Thayer, MO Limited Partnership - Real Estate Affordable Housing X X X X
S The Embers, LP Palco, KS Limited Partnership - Real Estate Affordable Housing X X X X
5 The Lockwood Group, LLP 5t. Louis, MO Limited Liability Partnership - Real Estate Affordable Housing X X X X X
5 The Terrace Apartments LLC Columbia.MO Limited Liabllity Company - Real Estate Independent Living X X X X
S Timesaver LLC Wilmington, DE Limited Liability Company - Aircraft Dry Lessor X X X
5 Tipton ASsoci:1ltes. Limited Tipton, TN Limited Partnership - Real Estate Affordable Housing X X X
5 TLG E,ecutive Partners, LP St. Lonis.MO Limited' Prutnership - Real Estate Affordable Housing X X X X
S Township Village Associates, LP Alton, IL Limited Partnership - Real Estate Affordable Housing X X X X
S Tlinidad Apts. L.P. Tdnidad, CO Limited Partnership - Real Estate Affordable Housing X X X X
S Union City Associates, LP Union City, TN Limited Partnership - Real Estate Affordable Housing X X X X
S \lemon Manor, L.P. Yemon, TX Limited Pamh!rship - Real Estate Affordable Housing X X X X
5 Vibumum Associates J, LP Viburnum,IL Limited Partnership - Real Estate Affordable Housing X X X X
S Vidalia Ltd., L.P. Vidalia, LA Limited Paltnership - Real Estate Affordable Housing X X X X
5 Village Chase of Zephyrhills, Ltd. Zephyrhills, FL Limited Partnership - Rea! Estate Affordable Housing X X X X
S Village Walk of Zephyrhills, Ltd Zephyrhills, FL Limited Partnership - Real Estate Affordable Housing X X X X
S Virgini a Manor Apartmenrs of Holden, LP Holden, MO Limited Prumership - Real Estate Affordable Housing X X X X
S Wadle)' Housing, Ltd. Wadl"y, AL Limited Partnership - Real Estate Affordable Housing X X X X
S Wilkefi eld Housing Assoc. L.P. Wakefield, NH Limited Pannership - Real Estate Affordable Housing X X X X
S V.,Iard Manor Associates, L.P, Ward, AR Limited Pnrtnership - Real Estate Affordable Housing X X X X
S Wan'ensburg Estates, L.P. \ValTcnsburg, MO Limited Pannership - Real Estate Affordable Housing X X X X
S \Vnnensburg ProPCl1ics, LP V.JaITensburg, MO Limited Partnership - Real Estate Affordable Housing X X X X
S Wil11enton Associates, L.P, WalTenron, MO Limited Pat11lership - Real Estate Affordable Housing X X X X
S Wauchula, Ltd. Wauchula, FL Limited Paltllership - Real Estate Affordable Housing X X X X
S Wellington Properties Ltd., LP Wellington, MO Limited Paltnership - Real Estate Affordable Housing X X X X
5 \Ve!l sviJl e Associ<11es J, L.P. Wellsville, 1VI0 Limited Paml crship - Real Estate Affordable Housing X X X X
OpenSecrets.org
Reporting Indjviuu;ll's
PART mB. NON,PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
CI:lire McCnskill
Block A Block B Block C
Idl!ntit)' of NonPubJiciy Traded Assets and Unearned [ncome Sources Valuation of Assets Type and Amount of Income
At Close of Reporting Period Type of Income Amount of [ncome
-g
::::-
0 0
0
0 0
0 0
N 0
0 0
0
0
0
0 0 0 -
5
;;
'"
0
0 0 0
0 0
0
0
0 0
0"
0
0
0
c
0
0 0" 0
0 0
""
0"
0
0
-0
0 ;;::
""
0
0
0" 0 0
0" 0"
8
'H
0
0" 0, ",'
'"
0 0,
0
"5
j
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'"
0, 0
- -
'1
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'1 '1
-
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U Name Address Description
'1 '1
-0
"
.!l '1 '1 '1
!
0
- - i';
"
- 0,
0 0 - 0 0
'"
s 0<
"
1:
0
;;::
0
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'" "
0 0 0 -
en
0 0,
0
0
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0
is
5
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0
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5 West Lockwood Avenue. LP 51. Louis. MO Limited Partnership, Real Estate Affordable Housing X X X X
S WeSl Ltd SI. Louis. MO Limited Partnership, Real Estate Affordable Housing X X X X
S Westfield Associates 5t. Louis. MO Limited Partnership' Real Estate Affordable Housing X X X X
5 Westview Manor Associntes, LP Huntington. WVA Limited Partnership, Real Estate Affordable Housing X X X X
S Wewahitchka Ltd. \Vewahilchka, FL Limited Pattllership - Real Estate Affordable Housing X X X X
S Whi te Hall Associates I, L.P. Whitehall, lL Limited Pamlership' Real Estate Affordable Housing X X X X
S WhitclmJI Apartments Limited Whiteville, TN Limited Pattnership - Real Estate Affordable Housing X X X X
5 Wilber Family Housing JI, L.P. Wilber, NE Limited Partnership, Real Estate Affordable Housing X X X X
5 Wilber Family Housing, LP Wilber, NE Limited Partnership, Real Estate Affordable Housing X X X X
S Wilcam Housing, Ltd. Camden, AL Limited Partnership Real Estate Affordable Housing X X X X
S Wildwood TelTace, Ltd. Wildwood Ten'ace, FL Limited Pan.nership - Real Estate Affordable Housing X X X X
S Wildwood Villas Ltd. (L.P.) Statesboro, GA Limited Parnlership Real Estate Affordable Housing X X X X
S Wilkinson O'Grady MO Enterprise Trust Investment Fund X X X X X X
S Wills Point Crossing, L.P. Vemon, TX Lil1litt!d Partnership Real Estate Affordable Housing X X X X
S Wills Point M,\nor, L.P. Willis TX Limited Partnership Real Estate Affordable Housing X X X X
5 \Vindwood Development Cairo, GA Limited Partnership' Real Estate Affordable Housing X X X X X
5 WinfIeld Properties II, LP Winfield, MO Limited Partnership, Real Estate Affordable Housing X X X X
S Woodland Terrace Ltd. St. Cloud, FL Limited Partnership, Real Estate Affordable Housing X X X X
5 Woodlands Apartments, L.P. Mt. Pleasant, TX Limited Partnership - Real Estate Affordable Housing X X X X
S Woodlen Place Associates, LP Kansas City, MO Limited Partnership, Real Estate Affordable Housing X X X X
5 Woodside RRH, Ltd. Belleview, FI Limited Partnership - Real Estate Affordable Housing X X X X
5 Yalcs Center Apartments, LP Yates, K5 Limited Partnership Real Estate Affordable HOllsing X X X X
OpenSecrets.org
Reporting Individual's Name
Page Number
Claire McCaskill
PART IV. TRANSACTIONS
18
Amount of Transaction (x)
Report any purchasE;, sale, or exchange by you, your spouse, or dependent
Transaction
child (See p.3 CONTENTS OF REPORTS Part 8 of Instructions) during the
Type (x)
a
reporting period of any real property, stocks, bonds, commodity futures, and
a a
a a a
: other securities when the amount of the transaction exceeded $1,000.
a
a a
a
a
a
a a
Include transactions that resulted in a loss. Do not report a transaction
a a
a a a a
Transaction
a a a ~
a a
a a a a a
~
a a ~ a
involving property used solely as your personal residence, or a transaction
Date
a a a
a a
a a to to a
a a
a to a
a a to N. fh a
, between you, your spouse, or dependent child. Please clarify which two
a
-
a fh fh
0
(Mo, Day, Yr.)
a a N to .,-
,
to to
.,- fh fh fh a
, ,
.,- o
properties are involved in any reportable exchange.
Q)
Q) .,- fh fh , , , a
.,- .,- a a
II) O'l fh .
,
.,- .,- .,- a a a a
a
c
- a a
nl
. .,- .,-
a a a .,- 0 to
.c
nl .,- a a a a a fh a a a fh
I
(.)
Q)
.c a a a
0 a a
L- a a a L-
... (.) a
to a a to a
Q) a a
to
Q)
:::J ni ><
-
l!) >
-
l!) N' > .,- .,- to
.,-
N
.,-
Identification of Assets 0.. CJ) W fh fh fh fh fh fh 0 fh fh fh 0
S,
IBM Corp. (stock) NYSE
.
X 2/1/1X X E X A M P L E
Example: DC,
Microsoft (stock) NASDAQ/OTC X 1/27/1X X E X A M P L E
orJ
(DC)
j I .
K
Monthly
>C 1 '. iWaddel1 & Reed Advisors Cash Management A
.. . ....
.-
j See Continuation Pages 19 - 23, inclusive
2 is
CJ ,
I
3
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4 I
: I
5
,
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110
. i
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11
i
. _._. .... ..
12 :
.... , .. ... ... ..
EXEMPTION TEST (see instructions before marl(ing box): If you omitted any asset because it meets the three .. part test for exemption described in the instructions, please check box to the right.
D
... This category applieS only if the asset is/was held independently by the spouse or dependent child. If the asset is/was either held by the filer or jointly held, use the other categories of value, as appropriate .
~ ~ . . ...::;-
OpenSecrets.org
19
Reporting Individual's Name: Claire McCaskill
PART IV. TRANSACTIONS
Transaction
Amount of Transaction (x)
Type
0
0
0 0
0
*
0
0
0
Transaction 0
0 0 0
On
0
0' 0 0 0
* 0'
0
0
0
0
0 0
On i:-
0 0 0
Date
0
0
0
on 0"
0 0
0
0 0
...,
" '"
On
0'
0' 0
0
0
0
0' c:i'
... '"
ClJ
(M/DIY)
0
In o
0"
0
it-l'
In
<::
~
In
'n N n
0 tr) 0
ldentification of Assets
-5
"
<::
....
fA - fA fA - fA
N
fA 0
U
<::
fA fA
fA
0 fA
on
-5
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0
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...
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On
,
Q
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....
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.....
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0 0 0
.... .... 0 0 fA
v5'
0.. (;:l 0
0
0
0 0 0
fA 0
CO
0
0"
.n"
0
0" 0"
0
0"
0
0" iJ
0'
'- on
....
.... 0 In
0" <!.l
0 . 0
>
fA
fA
In ....
N 0 >
0"
0
0 0
fA
fA fA
In
0 0"
fA
....
'n
'n
fA N
fA
fA
S Malta, Limited Partnership (real estate partnership interest) X 0I/Ol111 X
S Oracle Corp 5.750% 04115/J 8 X 01114111. X
S Wal Malt Stores Inc 1.500% 10/25115 X 02115111 X
S Clorox Company X 02/25/11 X
S IShares S&P 500 Orowth Index Fund X 02125/11 X
S IShares S&P 500 Value Index Fund X 02/25/11 X
S Johnson & .Tolmson X 02/25/11 X
S Lazard Emerging Markets Institutional Class (additional share purchase) X 02/25111 X
S United Technologies Corp. X 02/25111 X
S Vanguard Large Cap X 02/25111 X
S FHLB 5.000% 11117/17 X 02/28111 X
S FHLMC 4.875% 11115/ 13 X 02/28111 X
S FHLMC Pool #0045285.500% OSlO 1138 X 02/28/11 X
S FHLMC Pool #013240 5.000% 08/01/23 X 02/28/11 X
S FHLMC Pool #0132415.500% OSlO 1123 X 02/2SI11 X
S IFNMA Pool #9647206.000% 05/01138 X 02/28/11 X
S US Treasury Notes 2.250% 11 /30/ 17 X 02/2S/l1 X
S US Treasury Notes 2.375% 09130114 X 02/28/11 X
OpenSec: rets.org
20
Reporting Individual's Name: Claire McCaskill PART IV. TRANSACTIONS
Transaction
Amount of Transaction (x)
Type
0
0
0 0
0
*
0
0
0
Transaction 0
0 0 0 0
0
0"
0
0
0
0 0 0
* 0"
0" 0
Date
0
0
0
0 0
0 * 0
0 0
0 0" 0" 0 0
~ .
0
-,
""' ""'
0" 0"
0" '0
0"
0"
0" CJ) l/") 0 0 0
... til
(M/DN)
l/") 0 0" n
0
'"
""'
::: .-< 'n
('oJ
'n
0
'n ("4 'n 0
Identification of Assets
"5
'"
A A A - c:i' A A
0"
U
'"
"5
A fA A
0
A
,
,
, , ,
,
,
0
"
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0" :: ~ .-<
.-<
.-<
,....; ,....; ,....;
,....;
,....;
'n
c.. (:il 0
0
0
0 0
,....;
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0
0 A
rF1
,0"
0" 0
0 0 0
A
0" 0
0
~
'n 0"
0" 0"
0
'-- 0 0"
0"
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0" OJ
0 0
>
A
A
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0"
0
0"
0
A
A A
l/")
0 0" .-<
'n A
A
'n ('oJ
A
A
S US Treasury Notes 2.750% 11/30/16 X 02/28111 X
S US Treasury Notes 3.375% 11/15/19 X 02/28111 X
S US Treasury Notes 4.250% 08115114 X 02/28111 X
S US Treasury Notes 5.125% 05115116 X 02/28/11 X
S Abbott Labs 5.125% 04/01119 X 03/02111 X
S American Express 7.300% 08/20113 " X 03/02/11 X
S A TT 8.375% 03115113 X 03/02111 X
S Bank of America Corp. 2.100% 04130112 X 03/02111 X
S Bank: of America MTN 5.625% 07/01/20 X 03/02111 X
S Bank of New York Mellon Corp. 2.950% 06118/15 X 03/02111 X
S Citigroup 1.875% 11115112 X 03/02111 X
S Duke Energy Corp. 6.300% 02/01/14 X 03102111 X
S Federated Government Obligations FD #5 X 03/02111 X
S FNMA Pool #8992985.000% 03/01/22 X 03/02111 X
S GMAC 2.200% 12/19112 X 03/02111 X
S Home Depot Inc 5.400% 03/01116 X 03/02111 X
S fShares TR Russell 2000 Growth fndex Fund (IRA) X 03/02111 X
S John Deere Capital Corp. 2.875% 6119112 X 03/02111 X
OpenSecrets.org
21
Reporting Individual's Name: Claire McCaskill PART IV. TRANSACTIONS
Transaction
Amount ofTI'ansaction ex)
Type
0
0
0
0
0
0
Transaction
0 0
*
0
0"
0
0 0
*
0 0"
0
0
0
0 0
c:. ",. 0" 0
0
0 0 0 0 0
Date
0
0
0
0" a
0
0 0
0
0 0 .....,
CJ CJ
c: . 0" 0 0 On
ci 0"
'"
lOll 0 V') 0
0"
0
:...
(MID/V)
V') 0
C:. 'n 'n
0
<:<:
.2
c
-
'n
-
N 'n ('1 'n 0
Idelltitlcation of Assets
<:<: fA fA fA
- 0 fA fA 0
U CJ <:<:
fA fA fA fA
0"
'5
, , ,
0
, ,
Q
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, ,
,
0"
,
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-
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-
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-
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0 0 fA
rIJ
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0"
0
0 0 0
fA 0
0
0
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0
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0
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0
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'n 0" 0" ~
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>
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fA
fA
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on
0
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0
fA
fA fA
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0
0
fA
- l r ~
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fA
fA
N
fA
S JPM 3.700%01120115 X 03/02111 X
S Morgan StanleyA.750% 04/01114 X 03/02/11 X
S Oracle Corp 5.750% 04115118 X 03/02111 X
S Pfizer, Inc. 5.3505% 03/ 15115 X 03/02/11 X
S Shelllnt'l Finance 4.300% 09122119 X 03/02111 X
S Time Warner 6.2000% 07/01113 X 03/02111 X
S Verizon Communications Inc. 6.350% 04/01119 X 03/02/1 1 X
S Wachovia Corp Global Medium 5.750% 02/01118 X 03/02/11 X
S Wal Mart Stores Inc 1.500% 10/25115 X 03/02111 X
S Harrisonville II Family Housing, LP X 03/25/11 X
S Sunrise Hill Ltd., LP X 03/25/11 X
S The Embers, LP X 03/30111 X
S Brantley Housing, Ltd. (real estate partnership interest) X 05/20/11 X
S Cherokee HOLising, Ltd. (real estate partnership interest) X 05120111 X
S Coffeeville Housing, Ltd. (real estate partnership interest) X OS/20111 X
S Coosa Coonty HOLlsing, Ltd. (real estate pm1nership interest) X OS/20111 X
S Eclectic HOLlsing, Ltd. (real estate partnership interest) X 05120/11 X
S Fort Deposit HOLising, Ltd. (real estate partnership interest) X 05/20/11 X
OpenSecrets.org
2.2.
Reporting Individual's Name: Claire McCaskill
PART IV. TRANSACTIONS
Transaction
Amount of Transaction (x)
Type
0
0
0 0
0
*
0
0
0
Transaction 0
0 0 0 0
0
0
0
0
0
0
0 0 0
*
0
0
0
0
0
0 0 0
0
0 0
Date
0
0
0
0
0
0
0
0 0
0
0
...,
'-' '-'
0
0
0
0 0
0
0
0
0
0
"-
'"
bJl
(M/DiY)
In 0
It") 0 0
0
0
'n
0
c: c: 'n N 'n
0 In In 0
0
Identification of Assets
.=
fA
fA fA
0
fA
N
fA
"5
c:
fA fA fA
0
0
U
c:
.:: I I I
fA
0
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0
Ci
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0
0
,
::I X
-
-
-
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0 0 0
- -
0 0 fA
[;:;l. 0 0 0
rJJ 0
0
0
0 0
0
0 0 0
fA 0
0 0
0
0
0
'-<
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0
0
0 0
'-< 0 0
Q)
0
0 'n
0
0
Q)
0
0
0
>
fA
fA
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N 0 > 0
0
0
0
0
0
fA
fA fA 'n 0
0
0
-
'n fA
fA
In
N
fA
fA
S Orange Beach Housing, Ltd. (real estate partnership interest) X OS/20/11 X
S Perry County Ltd. (real estate patinership interest) X 05120/11 X
S Pine Hill Housing, Ltd. (real estate partnership interest) X 05/20111 X
S Wadley Housing, Ltd. (real estate patinership interest) X 05/20111 X
S Wilcam Housing, Ltd. (real estate partnership interest) X 05120111 X
S Federal Home Loan Bank Callable (due 06-10-11) - MATURED 06110/11
S WF Advantage Money Market CL A X 06113/11 X
S Client Interest Program X 06130111 X
S Pleasant Valley Associates Limited (real estate patinership interest) X 07/01111 X
S Rogersville Rural Housing, LP - Palinership Interest donated to non-profit 08111111
S Creekwood Apatiments, Ltd. (real estate patinership interest) X 08117111 X
S Ridgecrest Apatiments, Ltd. (real estate patinership interest) X 08/17/11 X
S Federated Government Obligations FD #5 (REDEEMED) 08118111 X
S Federated Prime Oblig Inst X 08118/11 X
S Metter, Ltd., LP X 09101111 X
S Windwood Development X 09/01111 X
S Alpine Manor, L.P. (real estate paJinership interest) X 10111111 X
S Andrews Manor, L.P. (real estate paJinership interest) X 10111111 X
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23
Reporting Individual's Name: Claire McCaskill PART IV. TRANSACTIONS
Transaction
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S Breckemidge Manor, LP. (real estate partnership interest) X 10111111 X
S Emory Capital, LP. (real estate partnership interest) -X 10111111 X
S Emory Manor, L.P. (real estate pminership interest) X 1O/ll/J J X
S Franklin Manor, LP. (real estate palinership interest) X 10111111 X
S Ft. Stockton Manor, LP. (real estate palinership interest) X 10111111 X
S Gilmer Capital, LP. (real estate partnership interest) X 10111111 X
S Idalou Manor, L.P. (real estate pminership interest) . X 10111111 X
S Jefferson Capital, LP. (real estate paIinership interest) X 10111111 X
S Jefferson Manor, LP. (real estate pminership interest) X 10/11111 X
S Levelland Manor, L.P. (real estate palinership interest) X 10111111 X
S Littlefield Manor, LP. (real estate paIinership interest) X 10111111 X
S Pampa Manor, LP. (real estate partnership interest) X 10111111 X
S Post Manor, L.P. (real estate pminership interest) X 10111111 X
S Vernon Manor, LP. (real estate pminership interest) X 10/11111 X
S Wills Point Crossing, L.P. (real estate palinership interest) X 10111111 X
S Wills Point Manor, L.P. (real estate paIinership interest) X 10111111 X
S Woodlands Apartments, L.P. (real estate paIinership interest) X 10/11111 X
S Timesaver LLC (Sale of Pilatus PC-12) X 10/21111 X
OpenSecrets.org
i Reporting Individual's Name
l Clail-e McCaskill
.-
Page Number
PART VII. LIABILITIES
24
Category of Amount of Value (x)
Report liabilities over $10,000 owed by you, your spouse, or dependent child (See p.3
CONTENTS OF REPORTS Part B of Instructions), to anyone creditor atany time
during the reporting period. Check tile highest amount owed during the reporting
I period. Exclude: (1) Mortgages on your personal residences unless rented; (2) loans
. secured by automobiles, household furniture or appliances; and (3) liabilities owed to
certain relatives listed in Instructions. See I nstructions for reporting revolving charge
accounts.
I Name of Creditor I Address
, - . - - - - - - - - - - ~ - - - - - - - - - - - - - ~
. S, First District BanI< i Wash., Dr:;
Type of Liability
Mortgage on undeveloped land
, Example: DC,
or J (J) John Jones Wash., DC PromissolY Note
St. Louis, MO -J Enterprise Bank
I
1 is Line of Credit
;
2 ' I
L _______ . ..J
1 Disclosure of Mortgage I See attached
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EXEMPTION TEST (see instructions before mar/(ing box): If YOLI omitted any asset because it meets the three-part test for exemption described ill the instructions, please check box to the right.
.... This category applies only if the asset is/was held independently by the spouse or dependent child. If the asset is/was either held by the filer or jOintly held, use the other categories of value, as appropriate.
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Reporting Individu:lI's Name: Claire McCaskill
PART VII. LIABILITIES (Mortgage Disclosure Detail) 25
Range of Value
0
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Heartland Bank
J Personal Residence - Washington, DC 14125 Clayton Road Refinance ' 2/26/2007 6.625% None 30 years X
Chesterfield, MO 63017
OpenSecrets.org
26
REPORTING CONVENTIONS FOR EARNINGS ASSETS AND UNEARNED INCOME SOURCES AND LOANS
Valuation Methods
Publicly Traded Assets:
Publicly traded securities and investments are valued at quoted market value or at fair market value.
Non-Publicly Traded Assets:
Non-publicly traded assets, securities and investments are valued at fair market value based on factors such as cost, historical fees and distributions,
and standard industry methods.
Assets are valued as of December 31, 2011.
Partnership interests and other entity interests are valued based upon ownership share. Generally, value is reported at the lowest tier, and value
repotied at a lower tier is not also reported at the associated mid or upper tiers.
Where the interest is a general partnership interest in a lower tier (or project) limited partnership, value is determined for the general partner interest
consistent with industry methods. Where the asset historically makes cash distributions, the distributions are considered in value.
There are numerous instances where the spouse has an interest of nominal value in a government assisted housing project as the general patiner of an
investment limited partnership that is the limited partner of the limited partnership that owns the project. There are also entities that function as the
equivalent of holding companies for which the value and income are repOlied at the lower tier entity. While these entities have no value or income,
they are included in the report for the sake of consistent disclosure.
Entities for which a disposition is pending are valued at the spouse's interest in the estimated proceeds for the disposition.
Loans
Business loans are not reported in Part VII Liabilities in accordance with the rules, though personal items, such as personal residences, may serve as
additional collateral for the business loan. Regarding the recent STOCK Act l110ligage disclosure requirements, please note that there is no mortgage
on the personal residences in St. Louis, MO and Lake Ozark, MO. However since both properties were pledged as additional collat(fral, together with
other collateral, on a business loan initiated by the companies of the Senator's husband and had existing Deeds of Trust in that capacity, we wanted to
OpenSecrets.org
27
include them in this filing in the interest of full Both residences were pledged starting in May, 2007 as additional collateral on a letter of
credit with National City Bank, now known as PNC Bank that was obtained on May 1, 2007 in an amount that was over $1 million. The letter of
credit was backing commercial paper the yield of which is renegotiated on a weekly basis. The equivalent rate (yield on commercial paper
plus swap) paid by the borrower on December 31,2011 was 6.07%.
Income Determination Methods
Dividends, interest and salary are reported in the period received. Capital gains are reported in the period realized.
Income from pass through entities is reported in the amount of taxable income reported on the Internal Revenue Service FontJ. Schedule K-l.
However, foi' audited entities where the audit shows greater income and/or value than determined on tax basis, the audit amount is used.
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