Kiyo A. Matsumoto

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 69

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 3

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • New York City Bar Association
  • Columb University
  • Nantonal Conference of Bar Examiners
  • National Conference of Bar Examiners
  • Foreign Mimstry of Japan
  • Nat'l Conference of Bar Examiners drafting bar exam
  • Nat'l Conference of Bar Exammers drafting bar exam
  • Teaching,
  • Self-employed rentals pm

As filed

Citibank IRA & Savings Acct — Interest

Chase Bank, savings and checking — Interest

New England Variable Life merged 1/15 with Met Life (see 4-6)

For Met Life: Fidelity VIP Eq. Inc — Int/Div

For Met Life: MFS Research Int'l — Int/Div

For Met Life: MetLife Asset All 100 — Int/Div

Memorial Partnership (El Cerrito, CA) — Rent

Series EE Savings Bonds — Interest

Charles Schwab IRA/Accts

1. Colgate Palmolive (common) — Int/Div — Sold (part)

2. Procter & Gamble (common) — Int — Sold (part)

3. Hewlett Packard (common) — Int/Div — Sold (part)

4. Time Wamer (common) — Int/Div

Tax Deferred Retirement Annuity Plan (see 15-24. & 69)

TIAA Stable Value — Ine

Vang 500 Idx Adm — Int/Div

T. Rowe Inst Lrg Cap Grw — Int/Div

DFA US SmallCap Prtf Inst — Int/Div

PIMCO Total Return Inst] — Int/Div

PIMCO Low Duration Inst] — Int/Div

T-C Money Market Rtmt — None

CREF Social Choice RI — Int/Div

Vang Target Ret 2010 Inv — Int/Div

NY State Edu. Fund: Moderate Age Opt. Conserv. Growth — Interest

Charitable Remainder Trust (JP Morgan) (see 27-68)

1. JP Morgan Deposit Sweep MGD JPMorgan Chase Bank NA — Int/Div

2. Abbvie Inc — Int/Div — Buy

3. Altna Group Inc — Int/Div — Buy (add'l)

4. Amencan Electric Power — Int/Div

5. Astrazeneca PLC — Int/Div — Buy

6 AT&T — Int/Div — Buy (add'l)

7.BCE Inc. — Int — Buy (add'l)

BP PLC Sponsored ADR — Int/Div — Buy (add'l)

9. Chevron Corp. — Int/Div

10. Coca Cola Co. — Int/Div — Buy (add'l)

11. Consolidated Edison Inc — Int/Div — Buy

12. Crown Castle — Int/Div — Buy

13. Dominion Resources Ine — Int/Div

14, Duke Energy Corp. — Int/Div — Buy (add'l)

15. Exxon Mobil Corp. — hy — Buy (add'l)

16, General Mills Inc — Int/Div — Sold (part)

17. GlaxoSmithKline PLC — Int — Buy (add'l)

18. Johnson & Johnson — Int/Div

19, Kimberly Clark Corp. — Int/Div

220. Kraft Heinz Co — Int/Div

21. McDonalds Corp. — Int/Div — Buy (add'l)

22. Merck & Co. Inc — Int/Div — Buy (add'l)

23. National Grid PLC New — Int/Div — Buy (add'l)

Novartis AG — Int/Div — Buy

25. Occidental Pete Comp. — Int./hv — Buy

26. Pepsico Inc — Int/Div

27. Philip Morris — Int/Div — Buy (add'l)

28. PPL Comp. — Int/Div — Buy (add'l)

229. Procter & Gamble Co — Int/Div — Buy (add'l)

30. Reynolds American Inc — Int/Div — Sold

31. Royal Dutch Shell PLC — Int/Div — Sold

32. Sanofi — hy — Buy (add'l)

33. Southem Co. — Int/Div — Buy (add'l)

34. Total SA — Int/Div — Buy

35. Umilever PLC — Int — Buy (add'l)

36. Venzon Communications — Int/Div — Buy (add'l)

37. Vodafone Group PLC — Int/Div — Buy (add'l)

38 HCP Inc — Int/Div — Sold

39. Omega Healthcare — Int/Div — Sold

40, Realty Income Comp. — hy — Sold (part)

41. Ventas Ing — Int/Div — Sold (part)

42. Welllower Inc — Int/Div — Sold (part)

Bank of America (Y) — Closed

25. American EuroPac Grw R6 — Int

Board member

Nominating Committee, New York City Bar Association

Liability — Columb University — Tuition

Reimbursement — Nantonal Conference of Bar Examiners — 5/20-21 — San Francisco, CA — Drafting bar exam — Transportation, meals, lodging

Reimbursement — National Conference of Bar Examiners — 129/16 — Phoenix, AZ — Drafting bar exam — Transportation, meals, lodging

Reimbursement — Foreign Mimstry of Japan — 3/7-13/16 — lTokvo and Kobe, Japan — Japanese-Amerncan leadership delegation — Transportation, meals and lodging

Income — 5/20:21/16 — Nat'l Conference of Bar Examiners drafting bar exam — $3,500.00

Income — 12916 — Nat'l Conference of Bar Exammers drafting bar exam — S31.500.00

Spouse's income — 2016 — Teaching,

Spouse's income — 2016 — Self-employed rentals pm

Part I: The Qualified Personal Residence Trust has no reportable assets.

Part VII. Investments and Trusts

Tax Deferred Retirement Annuity Plan (Items 14-24, and 69) is not self-directed. We do not exercise control over what is purchased or sold or when.

Column B: (Items 15-24 and 69): The quarterly statements for the above do not specify either income or transactions, but state values which are reported. | used

the "Gain or Loss" amount to report income in Column B.

Line 23 of my 2015 FDR showed a position in American Funds, EuroPac Grw, in a tax deferred retirement annuity plan, which 1 inadvertently omitted in my

2016 report. | have added the information on line 69 of this amended report.

The Charitable Remainder Trust (Items 26-67) is not owned by the filer, but the filer receives income annually as a beneficiary. The trust corpus will be donated to

charity upon the filer's death. The filer has not chosen or directed the purchase or sale of assets held by the trust, If Column D (4) is blank, it is because there was

loss,

Bank of America: (Item 68). This joint account was opened with our daughter when she went to college between 2009-2013, and she closed the account but does

not recall when, There were minimal funds in the account (<$100),

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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