Joanne Lee › F-1
Joanne Lee: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2023-01-11 – 2024-01-10
- Filed
- 2024-03-20
- Office
- School Director, Mercer Island Sd 400
- Original
- the statement on the PDC's site
Income 1
| Source | For | Whose | Amount |
|---|---|---|---|
| Harris Bricken Seattle, WA | ATTORNEY - LAWYER | Spouse | $200,000–$499,999 |
Accounts and investments 6
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Bank of America | Checking | Filer | $30,000–$59,999 income $0–$29,999 |
| Money Market | $200,000–$499,999 income $0–$29,999 | ||
| LPL Financial | Mutual Fund | Filer, Spouse | $200,000–$499,999 |
| IRA | $200,000–$499,999 | ||
| IRA | $0–$29,999 | ||
| DC College Savings Plan | 529 Plan | Dependent | $60,000–$99,999 |
| Talcott Resolution | Annuity | Filer | $200,000–$499,999 |
| Personal | Ameritrade AMERITRADE | Filer, Spouse | $30,000–$59,999 |
| Exxon Mobile XOM | $30,000–$59,999 | ||
| Empower | IRA | Spouse | $1,000,000 or more |
Businesses 3
| Business | Role | Whose |
|---|---|---|
| MIYFS Foundation Funraising arm of MIYFS | Board Member | Filer |
| Mercer Island Schools Band Boosters Fundraising for school band | Board Member | Filer |
| Mercer Island Mountain Bike advocates for mountain biking | board member | Filer |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Mercer Island | Filer, Spouse | $1,000,000 or more | Ally ($750,000–$999,999) |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.