search_index: sfi.db/disclosures, 00bd3b53101b96b3f74e2677d21f6cf00b78a397941e4d88a78c4fc47bbf8c83
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| sfi.db/disclosures | 00bd3b53101b96b3f74e2677d21f6cf00b78a397941e4d88a78c4fc47bbf8c83 | 2015/NunnellyMark_2.pdf | 2015-01-01T00:00:00 | 1 | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINA NCIAL INTEREST AND DETERMINATION BY APPOIN TING AUTHORITY AS REQUIRED BY G. Ltd. 268A, STATE EMPLOYEE INFORMATION 2015 MAY 22 § 6 PM12: 40 Name: Mark Nunnelly Title or Position: Commissioner of Department of Revenue ("DOR") Special Advisor for Technology Investment and Competitiveness ("Special Advisor") State Agency: Administration & Finance/(DOR) Governor's Office (Special Advisor) Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 617-626-2201 Office E-mail: nunnellym@dor:state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other proceeding, application. submission, request Changes in the tax code including regulatory and statutory changes, increase/reduce capital gains, for a ruling or other revenue collections, tax credits, tax deductions, tax filing system, review and comment on proposed determination, contract, regulations, review technology systems, and customer service initiatives. claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: E.g., approval, As Commissioner of DOR I will need to review, recommend/disapprove and approve: changes in the disapproval, decision, tax code including regulatory and statutory changes, increase/reduce capital gains, revenue recommendation, collections, tax credits, tax deductions, tax filing system, review and comment on proposed rendering advice, regulations, review technology systems, and customer service initiatives. investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter I serve as the Chief Investment Officer and also serve on the Investment Committee for the Dupre-Nunnelly Family Office. I currently serve as a director of the following boards: BMC Software, Inc., Dunkin' Brands Group, Inc. and Genpact Limited. I plan to transition off the BMC Software Board of Directors during 2015. I am a member of many LLC's including ones that hold investments, real estate and real property. These entities and my family are subject to taxes (eg., income, excise, capital gains, corporate excise tax, etc.). Employee signature: Date: March 25, 2015 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Governor Charles D. Baker Title or Position: Governor of the Commonwealth of Massachusetts Agency/Department: Governor's Office Agency Address: State House Room 360 Boston, MA 02133 Office Phone: 617-725-4005 Office E-mail DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, § 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Chanby D Bab Charles D. Baker, Governor Date: Comment: Commissioner Nunnelly should seek my further determination if his professional responsibilities and participation in a particular matter at any time are anticipated to have a greater effect on his financial interests and/or those of his family or an organization for which he serves as an officer, director, trustee, partner or employee than on the financial interests of other state employees or the general public. Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 |