# Kiyo A. Matsumoto

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12461

## Record

- **Judge:** Kiyo A. Matsumoto
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

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),

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12461. Public record. Not legal advice.
