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Maria Berkenkotter › Personal Financial Disclosure

Maria Berkenkotter: 2024 disclosure

Office held or sought
Justice, Colorado Supreme Court
Filed
2024-01-09
Source
A scanned statement, read by OCR (6 pages) · TRACER document search (document 301605)

Income sources 6

SourceWhoseRange
Office H eld ISoug ht: Justice, Colorado Supreme Court
Judicial Dept.$209,616–$209,616
Empower Retirement 401k*Self$35,049.62 non-taxable capital gains
Ordinary dividends Apple stockSelf$450–$500
Pre-2018 Public Employee Retirement AccountSelf$37,328–$37,328
Fidelity IRA**Self$4,358 non-taxable capital gains

Property in Colorado 1

WhereWhatOwner
—legal description redacted by the Secretary of StateSelf

Legal descriptions locate a property exactly, so they aren't shown here; the original has them unless the Secretary of State redacted them.

Businesses regulated by the state 1

BusinessNatureWhose
Offi ce Held /Sought:Justice, Colorado Supreme Court

Debts over $1,000 4

CreditorWhoseRateAmount owed
Elevations Credit Union (mortgage)Self4.5%$446,574–$446,574
Edfinancial (college child)Self7.6%$35,704–$35,704
SSF Credit Union (auto loan)Self2.64%$9,676–$9,676
Wells Fargo (auto loan)Self4.99%$56,734–$56,734

Up to $548,688 in all: the top of each range, added up.

Additional information

you Held in Advantage 2025 Fund Advantage Capital Preservation Fund, Advantage Fixed Income Fund, and U.S. Large Cap Stock Fund Fidelity IRA held in Fidelity Govermentment Money Market, Fidelity Blue Chip Growth, and Fidelity Multi Asset Index Fund which you, your spouse, you this on

What we couldn't place

  • 6 scanned page(s) read by OCR: worth a look