Charles Merwine › F-1
Charles Merwine: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2025-12-31
- Filed
- 2026-03-07
- Office
- School Director, Coupeville Sd 204
- Original
- the statement on the PDC's site
Income 6
| Source | For | Whose | Amount |
|---|---|---|---|
| Defense Finance and Accounting Service Indianapolis, IN | Military Retirement | Filer | $0–$29,999 |
| Social Security Administration Baltimore, MD | Social Security | Filer | $0–$29,999 |
| Social Security Administration Baltimore, MD | Social Security | Spouse | $0–$29,999 |
| Trust Income Mobile, AL | Inheritance | Spouse | $0–$29,999 |
| State of Washington Department of Retirement Systems Olympia, WA | retirement | Filer | $0–$29,999 |
| State of Washington Department of Retirement Systems Olympia, WA | Retirement | Spouse | $30,000–$59,999 |
Accounts and investments 9
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Ally Bank | Savings | Filer, Spouse | $500,000–$749,999 income $0–$29,999 |
| Capital One | Savings | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Ally Bank | IRA | Filer | $0–$29,999 income $0–$29,999 |
| Heritage Bank | checking | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Barrett Financial | Stocks, Bonds, Securities | Filer | $200,000–$499,999 |
| Barrett Financial | Stocks, Bonds, Securities | Spouse | $500,000–$749,999 |
| Edward Jones | Stocks, bonds | Filer, Spouse | $200,000–$499,999 income $0–$29,999 |
| stocks and mutual funds | Dimensional US Small Cap EFT DFAS | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Vanguard Utilities ETF VPU | $30,000–$59,999 income $30,000–$59,999 | ||
| Vanguard Mid-Cap Growth ETF VOT | $0–$29,999 income $0–$29,999 | ||
| Vanguard Russell 3000 ETF VTHR | $30,000–$59,999 income $0–$29,999 | ||
| Fidelity Select Medical Equipment and Systems FSMEX | $0–$29,999 income $0–$29,999 | ||
| Apple AAPL | $30,000–$59,999 income $0–$29,999 | ||
| KKR & Co KKR | $30,000–$59,999 income $0–$29,999 | ||
| bond mutual funds | Fidelity Dynamic Municipal Bond FLMI | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| First Trust Senior Loan FTSL | $0–$29,999 income $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Community Foundation for Coupeville Public Schools Non-profit | Treasurer | Filer |
Real estate 2
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Coupeville, WA | Filer, Spouse | $500,000–$749,999 | Heritage Bank ($100,000–$199,999) |
| Oak Harbor, WA | Filer, Spouse | $200,000–$499,999 | — |
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.