search_index: sfi.db/filings, 16216
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
|---|---|---|---|---|---|---|---|---|
| sfi.db/filings | 16216 | Bruce E Tarr 2017 | 2017-01-01T00:00:00 | 1 | Statement of Financial Interests for 2017 Tarr Bruce E (617) 722-1600 bruce.tarr@masenate.gov You indicated that you had no spouse living in your household at any time during 2017. You indicated that you had no dependent child(ren) residing in your household at any time during 2017. Office Senator in General Court Page 1 of 18 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Massachusetts Senate 24 Beacon Street, Boston, MA, 02133, US Senator 01/04/1995 $60,001 to 100,000 3. Other than the position(s) identified in Question 2, identify every public position you held, and every public agency to which you provided services, at any time during 2017, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Consultant / Contractor? Federal US Coast Guard Auxiliary US Coast Guard Station Gloucester, Harbor Loop, Gloucester, MA, 01930, Member Federal US Air Force Auxiliary 105 South Hansell Street, Maxwell AFB, AL, 36112, Major Services Provided services, at any time during 2017, whether compensated or not, and whether full- or part-time. any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required Page 2 of 18 6. Identify any Business from which you were on a leave of absence at any time during 2017, and provide its address. 7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked as an employee, manager, consultant, or independent contractor at any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required information for each. owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2017, and provide the required information for each. Percentage of stock TarrTal LLC 80 Essex Avenue, Gloucester, MA, 01930, US 30% $10,001 to 20,000 Nictal Corporation 74 Essex Avenue, Gloucester, MA, 01930, US 50% Less than $1,001 Tally Trust 80 Essex Avenue, Gloucester, MA, 01930, US 27% $5,001 to 10,000 Tally Farm Trust 80 Essex Avenue, Gloucester, MA, 01930, US 50% $10,001 to 20,000 Page 3 of 18 during 2017, and provide the required information for each. dependent child(ren) residing in your household during 2017, and provide the required information for each. Page 4 of 18 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2017, whether Merrimack Valley Economic Development Council Hubbart Youth Bowling Program Gloucester Investment Corporation Gloucester Revolving Loan Fund, Inc. Gloucester Revitalization Program Hellenic Bar Association Friends of the Gloucester Council on Aging Gloucester Adventure Inc. Northeast Seafood Coalition Cape Ann Savings Bank Tally's Trust 439 South Union Street, Lawrence, MA, 01843, US Director 558 Columbia Road, Dorcester, MA, 02125, US Director c/o The Navis Group, 87 Elm Street, Danvers, MA, 01923, US Director 87 Elm Street, Danvers, MA, 01923, US Director c/o The Navis Group, 87 Elm Street, Danvers, MA, 01923, US Director 2 Center Plaza, Suite 420, Boston, MA, 02108, US Director 6 Manuel F. Lewis Street, Gloucester, MA, 01930, US Director 4 Harbor Loop, Gloucester, MA, 01930, US Director 4 Parker Street, #2, Gloucester, MA, 01930, US Director 109 Main Street, Gloucester, MA, 01930, US Officer 80 Essex Ave, Gloucester, MA, 01930, US Trustee Page 5 of 18 Tally Farm Trust B and M Revocable Trust 80 Essex Ave, Gloucester, MA, 01930, US Trustee 86 Essex Avenue, Gloucester, MA, 01930, US Trustee an officer, director, or trustee, at any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required information for each. 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2017, and which had an assessed value greater than $1,000, and provide the required information for each Real 76 Essex Ave, Gloucester, MA, 01930, US 71 Bond Street, Gloucester, MA, 01930, US Page 6 of 18 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2017, and which had an assessed value greater than $1,000, and provide the required information for each Real 15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of December 31, 2017, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Name of Trust Tally's Trust Tally Farm Trust Tally Farm Trust Tally Farm Trust Transferor Real Estate Address Beneficiary 74 Essex Avenue, Gloucester, MA, 01930, US 88 Essex Avenue, Gloucester, MA, 01930, US 52 Essex Avenue, Gloucester, MA, 01930, US 16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as of December 31, 2017, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Page 7 of 18 17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2017, and provide the required information for each Real Estate holding. 18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, at any time during 2017, and provide the required information for each piece of Real Estate transferred. 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2017, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the required information for each. Page 8 of 18 20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2017, your spouse and/or any dependent child(ren) residing in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a lien, attachment, or mortgage receivable, and provide the required information for each. agencies, and authorities, which you owned directly or through a Business, as of December 31, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. 22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. Page 9 of 18 agencies, and authorities, which was owned as of December 31, 2017, by a Trust of which you were a beneficiary, whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. agencies, and authorities, which was owned as of December 31, 2017, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. 26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. Page 10 of 18 27. Identify every Financial Investment that was owned as of December 31, 2017, by a Trust of which you were a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. Name of Issuer Beneficiary Columbia Dividend Income Fd Cl R5(CDDRX) Tally Farm Trust Delaware Small Cap Core Fund Institutional(DC CIX) Tally Farm Trust Harbor Capital Appreciation Fund Insti Cl(HACAX) Tally Farm Trust Principal Fds, Inc. MidCap S&P 400 Index Fd Instl Cl(MPSIX) Tally Farm Trust Vanguard Small Cap Index Fd Admiral Shs(VSMAX) Tally Farm Trust Vanguard 500 Index Fd Admiral Shs(VFIAX) Tally Farm Trust Description of Investment Principal Place of Business or State of Incorporation Issuer Address Name of Trust Page 11 of 18 Baron Emerging Markets Fd Inst Shs(BEXIX) Tally Farm Trust BlackRock Intern Index I(MAIIX) Tally Farm Trust Harbor International Fund Insti Cl(HAINX) Tally Farm Trust T. Rowe Price Emerging Markets Stock Fund(PRMSX) Tally Farm Trust Templeton Global Bond Fund Advisor Class(TGBAX) Tally Farm Trust Oppenheimer Senior Floating Rate Fund Class Y(OOSYX) Tally Farm Trust WFA Short-Term High Yield Bond Fund Administrator Class(WDHYX) Tally Farm Trust Page 12 of 18 Neuberger Berman Real Estate Fund Insti Class(NBRIX) Tally Farm Trust Diamond Hill Long-Short Fund Class I(DHLSX) Tally Farm Trust 28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was owned as of December 31, 2017, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. 29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which more than $1,000 was owed as of December 31, 2017, where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. Page 13 of 18 Primary Residence, on which more than $1,000 was owed as of December 31, 2017, which you were obligated to pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative? Obligor Amount Outstanding Amount Mortgage Term Interest Rate (%) Termination Year 71 Bond Street, Gloucest er, MA, 01930, $100,001 or more $100,001 or more 30 Years 3.75 2045 Creditor Institut ion for Savings Creditor 93 STATE STREET, P.O. BOX 510, NEWBURYP ORT, MA, 01950, 31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as of December 31, 2017, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren) residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2017, IF the person to whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and Page 14 of 18 33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in your household owed as of December 31, 2017, IF the person to whom your spouse and/or any dependent child(ren) residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2017, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. residing in your household and were forgiven at any time during 2017, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2017 by any legislative agent or executive agent (lobbyist). Page 15 of 18 36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 36, you received at any time during 2017 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent child(ren) residing in your household at any time during 2017 by any legislative agent or executive agent (lobbyist). 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent child(ren) residing in your household at any time during 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 16 of 18 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2017, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2017? Page 17 of 18 I, Bruce E Tarr, certify under the pains and penalties of perjury that: Submitted: 05/24/2018 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2017 Page 18 of 18 |