Municipal investments (Mayor's Office)

Beryl Lipton filed this request with the Mayor's Office of Philadelphia, PA.

It is a clone of this request.

Status
Completed

Communications

From: Beryl Lipton

To Whom It May Concern:

Pursuant to Pennsylvania Right to Know Act, I hereby request the following records:

• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof, including any associated pension funds. If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares. Please include the following elements for the holdings, if available. If any elements are not readily available, please feel free to disregard their collection.

Asset Category Description
Asset Type Description
Mellon Security ID
Comprehensive Annual Financial Report Name
Source Account Name
Security Description1
Holdings As Of Date
Base Cost
Base Market Value
Cusip
Security Description2
Moody Quality Rating - Non GRS
S&P Quality Rating - Non GRS
Asset Type Code
Position Type
Base Currency Code
Local Currency Code
Local Currency Description
Country Of Registration Code
Country Of Registration Name
Shares
Local Cost
Base Net Income Receivable
Local Net Income Receivable
Local Market Value
Coupon Rate
Maturity Date
Base Unrealized Gain/Loss
Local Unrealized Gain Loss
Base Unrealized Currency G/L Income
Reporting Account Status
ISIN
Sedol
Ticker

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 5 business days, as the statute requires.

Sincerely,

Beryl Lipton

From: Mayor's Office

THE CITY OF PHILADELPHIA Dear requests@muckrock.com,

Thank you for your correspondence. This is an automatic response to let you know that the City will process your request and respond further within 5 business days of its receipt by an Open Records Officer. Please note that requests received after 5PM are deemed received the next business day. 

Did you know that the City already releases a lot of information and open data online? You might be able to find the answer to your inquiry right now!


Here are some common types of requests we receive and where to find this information online right now:  

Search for a property's L&I related permits, licenses, violations, and appeals with the L&I property history tool. 

Search for a property's Real Estate Tax Balance with the Revenue Department's tax real estate lookup tool. 

Find all of the City of Philadelphia's open data sets on Open Data Philly, the Philadelphia region's open data portal. 

Search information about professional service contracts online at eContract Philly. 

Search information about procurement contracts online with PHL Contracts. 

Search City legislation and related hearings online with Legistar. 

Obtain financial disclosure forms from the Department of Records. 


If you are seeking a police incident report, you can obtain the proper form from the Department of Records. Please note that police incident reports cost $25.00.  The City of Philadelphia is often confused with other entities, such as the ones below. If you want to submit a request to one of these entities, please click the links below to be directed to their Open Records Policies: 

Philadelphia Parking Authority 


School District of Philadelphia 


City of Philadelphia District Attorney’s Office 


Philadelphia Redevelopment Authority 


First Judicial District (Philadelphia Court of Common Pleas) 


If one of these sources has solved your inquiry, please let us know! Otherwise, thank you for your patience, and we will be in touch soon.  Sincerely, The City of Philadelphia Please Note: To help make sure that future emails from us don't end up in your spam or junk folder, please add this email address to your safe sender list.

From: Mayor's Office

CITY OF PHILADELPHIA LAW DEPARTMENT One Parkway Building 1515 Arch Street Philadelphia, PA 19102 Sozi Pedro Tulante City Solicitor  Re: FW: Right to Know Request: Municipal investments (Mayor's Office) Request #: 978 Dear Beryl Lipton: Thank you for writing to the City of Philadelphia (“City”) with your request for information. A brief description of your request(s) as well as the City’s internal tracking number can be found below. Please note at the outset that requests for records to state and local agencies in Pennsylvania are generally governed by the Commonwealth’s Right-To-Know Law, 65 P.S. § 67.101 et seq., (the “Act” or “RTK Law”). Be advised that we will be asserting the City’s right to an additional thirty (30) calendar days to review the request as provided for by the Act. This right is being asserted for the following reasons: a) Bona fide staffing limitations (in retrieving and reviewing the record(s) requested); b) A legal review is necessary to determine whether the record(s) is a record(s) subject to access under the Act; c) To determine if the request requires the redaction of a public record(s); d) The extent or nature of the request precludes a response within the required time period. We will contact you regarding this request within thirty (30) calendar days as required by law. Respectfully, Jill I. Freeman Deputy City Solicitor (215) 683-5457 (215) 683-5069 (fax) jill.freeman@phila.gov Tracking #: Lipton 978 Request Summary: S:\Appeals\RTK\2018 Requests\Lipton #978 Original Request:
Received: 3/1/18

From: Mayor's Office

THE CITY OF PHILADELPHIA Dear Beryl Lipton,

Thank you for your correspondence. This is an automatic response to let you know that the City will process your request and respond further within 5 business days of its receipt by an Open Records Officer. Please note that requests received after 5PM are deemed received the next business day. 

Did you know that the City already releases a lot of information and open data online? You might be able to find the answer to your inquiry right now!


Here are some common types of requests we receive and where to find this information online right now:  

Search for a property's L&I related permits, licenses, violations, and appeals with the L&I property history tool. 

Search for a property's Real Estate Tax Balance with the Revenue Department's tax real estate lookup tool. 

Find all of the City of Philadelphia's open data sets on Open Data Philly, the Philadelphia region's open data portal. 

Search information about professional service contracts online at eContract Philly. 

Search information about procurement contracts online with PHL Contracts. 

Search City legislation and related hearings online with Legistar. 

Obtain financial disclosure forms from the Department of Records. 


If you are seeking a police incident report, you can obtain the proper form from the Department of Records. Please note that police incident reports cost $25.00.  The City of Philadelphia is often confused with other entities, such as the ones below. If you want to submit a request to one of these entities, please click the links below to be directed to their Open Records Policies: 

Philadelphia Parking Authority 


School District of Philadelphia 


City of Philadelphia District Attorney’s Office 


Philadelphia Redevelopment Authority 


First Judicial District (Philadelphia Court of Common Pleas) 


If one of these sources has solved your inquiry, please let us know! Otherwise, thank you for your patience, and we will be in touch soon.  Sincerely, The City of Philadelphia Please Note: To help make sure that future emails from us don't end up in your spam or junk folder, please add this email address to your safe sender list.

From: Mayor's Office

Dear Mr. Lipton:

Attached please find the final response to your RTK request, along with responsive records.

Sincerely,

Jill I. Freeman, Esq.
Deputy City Solicitor, Right to Know Division
City of Philadelphia Law Department
1515 Arch Street, 17th Floor
Philadelphia, PA 19102
(215) 683-5457 (Phone)
(215) 683-5069 (Fax)

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