Lois Bernstein › F-1
Lois Bernstein: 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
- 2026-03-26
- Office
- Regent/Trustee, Tacoma Community College
- Original
- the statement on the PDC's site
Income 2
| Source | For | Whose | Amount |
|---|---|---|---|
| US Government | SSI | Filer | $30,000–$59,999 |
| Pacific Northwest University | Consulting | Filer | $0–$29,999 |
Accounts and investments 6
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Umpqua | Checking | Filer, Spouse | $500,000–$749,999 income $0–$29,999 |
| Savings | $0–$29,999 | ||
| BofA | Savings | Filer | $200,000–$499,999 |
| Fidelity | stocks, bonds | Filer | $100,000–$199,999 |
| Empower Retirement | Stocks, Bonds | Filer | $500,000–$749,999 |
| Schwab | bonds | Spouse | $200,000–$499,999 |
| Fidelity | bonds | Spouse | $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Elevate Health/ OnePierce Improve healthcare in Pierce County | Board Member | Filer |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Gig Harbor, WA | Filer, Spouse | $1,000,000 or more | NewRez ($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.