Havilan GChild tr FBO David trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income $1,001–$10,000
Holds: Dupont (chemicals) · $10,001–$100,000 · Stock
Stephen D Kaus › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Alexandria RE EQ Inc | real estate | $10,001–$100,000 | |
| Apple Inc | technology | $100,001–$1,000,000 | |
| ishares NASDAQ Bio index | Mutual Fund U.S. biotechnology and pharmaceutical companies · Mutual fund | $10,001–$100,000 | |
| Public Storage | Storage | $10,001–$100,000 | |
| Vanguard Cons. Disc ETF | ETF consumer discretionary · ETF | $100,001–$1,000,000 | |
| Vanguard REIT ETF | Real Estate · ETF | $100,001–$1,000,000 |
Havilan GChild tr FBO David trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income $1,001–$10,000
Holds: Dupont (chemicals) · $10,001–$100,000 · Stock
Havilan GChild Tr. FBO David trust · from the PDF
c/o S.Kaus, Dept. 19, 1221 Oak St, Oakland CA 94612
Value — · gross income $10,001–$100,000
Holds: American Tower REIT (Communications infrastructure) · $2,000–$10,000 · Stock
Havilan GChild Tr. FBO David trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income $1,001–$10,000
Holds: Verizon Comm (Communications) · $2,000–$10,000 · Stock
Havilan GChild Tr. FBO Jason trust · from the PDF
c/o S.Kaus, Dept. 19, 1221 Oak St, Oakland CA 94612
Value — · gross income $1,001–$10,000
Holds: American Tower REIT (Communications infrastructure) · $2,000–$10,000 · Stock
Havilan GChild Trust FBO David trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income $1,001–$10,000
Holds: Bristol Myers Squibb (pharma) · $10,001–$100,000 · Stock
Havilan GChild Trust FBO Jason trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income $1,001–$10,000
Holds: Dupont (Chemicals) · $10,001–$100,000 · Stock
Havilan GChild Trust FBO Jason trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income over $100,000
Holds: Bristol Myers Squibb (Pahrma) · $10,001–$100,000 · Stock
Havilan GChild Trust FBO Jason trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income over $100,000
Holds: Verizon Comm. (communicaitons) · $2,000–$10,000 · Stock
Kaus Havilan Family Trust trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income $10,001–$100,000
Holds: Bristol Myers Squibb (Pharma) · $10,001–$100,000 · Stock
Kaus Havilan Family Trust trust · from the PDF
c/o S.Kaus, Dept 19, Admin. Bldg. 1221 Oak St, Oakland CA 94612
Value — · gross income $10,001–$100,000
Holds: Vanguard Inf. Tech ETF (Information technology stocks) · $100,001–$1,000,000 · Stock
Kaus Havilan Family Trust trust · from the PDF
c/o S. Kaus, Dept 19, 1221 Oak St. Oakland CA 94612
Value — · gross income $10,001–$100,000
Holds: Portland GE Co. (Energy) · $10,001–$100,000 · Stock
Otto M. and Peggy A. Kaus Family Trust trust
C/o S.Kaus Dept 19 1221 Oak St. Oakland CA 94612
Value — · gross income $10,001–$100,000
Sources of $10,000+: Robert M. Kaus
Holds: AI 4330-008-008 (Beverly Hills, California) · over $1,000,000 · Property Ownership/Deed of Trust
| Source | Income | |
|---|---|---|
| Robert M. Kaus/O&P Kaus Trust Rental of Trust owned property · Beneficiary · c/o S. Kaus, Sup. Ct, 1221 Oak St, Oakland CA 94612 | $10,001–$100,000 Rental Income: My brother, Robert Kaus, one of two beneficiaries is using trust property and paying rent to me |