Caroline L Mason › F-1
Caroline L Mason: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-01-01 – 2024-12-31
- Filed
- 2025-03-20
- Office
- School Director, Everett Sd 002
- Original
- the statement on the PDC's site
Income 2
| Source | For | Whose | Amount |
|---|---|---|---|
| Everett Public Schools Everett, WA | School Board Director | Filer | $0–$29,999 |
| James and Mary Lou Finley Everett, WA | Rent income | Filer, Spouse | $30,000–$59,999 |
Accounts and investments 5
| Held at / in | What | Whose | Value |
|---|---|---|---|
| JPMorgan Chase Bank | checking | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| Fidelity Brokerage | stocks and bonds | Filer, Spouse | $1,000,000 or more income $200,000–$499,999 |
| Traditional IRA | $100,000–$199,999 | ||
| Traditional IRA | $1,000,000 or more | ||
| Inherited IRA | $200,000–$499,999 | ||
| Roth IRA | $200,000–$499,999 | ||
| Flourish Cash | Savings | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| Nationwide | Annuity | Filer, Spouse | $500,000–$749,999 |
| Capital Group American Funds | 529 | Filer, Spouse | $100,000–$199,999 |
| 529 | $200,000–$499,999 income $60,000–$99,999 |
Real estate 2
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Everett | Filer, Spouse | $1,000,000 or more | TIAA Bank ($200,000–$499,999) |
| Everett | Filer, Spouse | $750,000–$999,999 | Wells Fargo ($0–$29,999) |
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.