Theodore Alexander McKee

2012Annual

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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

  • 60

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 7

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Pugkee Assocutes (See Section VIII for explanation)
  • City Year of Greater Phuladelphia
  • Temple Univesity
  • Syracuse Lmversity
  • Vera Institute of Justice
  • Temple University Law School, Syracuse University Law School (honorary member)
  • A Alabama
  • FTES Tr hp
  • School
  • Syracuse University Law School
  • VERA Institute of Justice
  • Harvard Law School
  • JOINT COMMISSION (See Section VI FOR EXPLANATION)

As filed

VEIZON — Int/Div

CARDINAL HEALTH — Int/Div

DR HORTON COM STOCK {See Section vin

COCACOLA — Int/Div

DOMINI SOCIAL INDEX FUND — Int/Div

GENERAL ELECTRIC — Int/Div — Closed

JOHNSON AND JOHNSON — Int/Div

MEMC ELECTR NATLS - SEE SECTION VII LINE

MERCK — Int/Div

PAX WORLD SOCIAL FUND — Int/Div

QUALCOMM — Int/Div — Closed

WHOLE FOODS — Int/Div

SENTINEL FUNDS - SEE SECTION VIII EXPLANATION — Int/Div

CISCO — Int/Div

GENERAL ELECTRIC — Int/Div — Closed

NORTHEAST UTILITIES — Int/Div — Closed

PG&E — Int/Div — Closed

WISCONSIN ENERGY — Int/Div — Closed

WASHINGTON MUTLTAL — Int/Div — Closed

HENRY SCHEIN STOCK — Int/Div

AMERICAN WASH MUTUAL AWSHX — Int/Div — Closed

ELRO PACIFIC — Int/Div — Closed

FRANKLIN FLTG RATE> FCRX — Int/Div

CALVERT INCOME FUND — Int/Div

YUM BRANDS — Int/Div — Closed

PAX WORLD SOCIAL FUND — Int/Div

AMERICAN GROWTH GFACX — Int/Div

PROCTOR AND GAMBLE — Int/Div

BLACKROCK INDUTRIES (BISIX) — Int/Div — Closed

EXXON MOBIL — Int/Div — Closed

GENERAL ELECTRIC — Closed

SEMPRA ENERGY — Int/Div — Closed

EHEALTH — Int/Div — Closed

Eh Lilly — Int/Div — Closed

Amencan Water Works — Int/Div — Closed

APPLE (AAPL) — Int/Div

STAPLES (See Sec VIII for explanation) — Int/Div

CARDINAL HEALTH — Int/Div

Cisco Stockk — Int/Div

PAX WORLD BALANCED FUND — Int/Div

CITIZENS FUND FAMILY (see section vim

SENTINEL FUNDS FAMILY > — Int/Div

FPL GROUP INC (SEE EXPLANATION SECTION VII

PNM RESOURCES INC (SEE SECTON vin

FLOUR CORP (SEE SECTION VID

RBC BEARNGS (SEE SECTION VID

Southern Company (See Section VII)

PDL - Pharaceutical prod dev (See Section VI

MFS Emerging Growth Fund (See Section VIII).

Lenar Corp (See Section VIII)

DREYFUS FUND — Int/Div

EMBAQ see explanation Section VIII

IDEARC INC see explanation Section VIII

REBOK see explunatgion Section VIII

SSGA TUCKERMAN REIT MUTAL FUND see section VIII

BEN AND JERRY'S see explanation section vin

JOHN HANCOCK JCVCX — Int/Div

FOREST OIL CORP NEW see section VII

FOREST OIL see section VII

DRESHNER RCM BROTECK FUND see ssection VIII

GENERAL PARTNER, Pugkee Assocutes (See Section VIII for explanation)

Advisory Board, City Year of Greater Phuladelphia

Trustee, Temple Univesity

Trustee, Syracuse Lmversity

Director, Vera Institute of Justice

Board of Visitors, Temple University Law School, Syracuse University Law School (honorary member)

Reimbursement — A Alabama — Rm ry Woah — honoring. the work of acivil rights attorney

Reimbursement — FTES Tr hp — discussing appellate advocacy

Reimbursement — School — RSC, Aid Madge Lar omar At dia Fellowship Winners from Law School admissions — WHE erg RR

Reimbursement — Syracuse University Law School — 4/3 to 4/5/2012 — Syracuse New York — Moot Court and Lecture — Travel, Lodging and food

Reimbursement — R2012 — meeting of an advisory committee

Reimbursement — VERA Institute of Justice — 9/14/2012 — New York City — Attend meeting of an advisory committee — Travel

Reimbursement — Harvard Law School — 107122012 — Cambndge Ma — Participate in Symposium on Cooper v Aaron — Travel, lodging, food

Spouse's income — 2012 — JOINT COMMISSION (See Section VI FOR EXPLANATION)

YOU NOTE THAT | PREVIOUSLY ENTERED SSGA TUCKERMAN REIT MUTUAL FUND BUT DID NOT LIST IT THIS YEAR. THAT SECURITY

WAS ACTUALLY CLOSED ON AUGUST 16, 2007 BY MARKET SALE WITH A VALUE CODE OF J AND A GAIN OF A AND WAS THEREAFTER

LISTED ON SUBSEQUENT REPORTS IN ERROR.

SECTION VII, LINE 56

YOU NOTE THAT 1 PREVIOUSLY LISTED BEN AND JERRY'S BUT DID NOT LIST IT THIS YEAR. THAT SECURITY WAS ACTUALLY CLOSED ON

AUGUAT 16,2000 BY MARKET SALE WITH A VALUE CODE OF J AND A GAIN OF A AND WAS THEREAFTER ENTERED IN ERROR.

SECTION VII, LINE 58

YOU NOTED THAT 1 PREVISOUSLY ENTERED FOREST OIL CORP NEW BUT DID NOT LIST IT THIS YEAR. THAT SECURITY WAS CLOSED ON

12/312011 BY MARKET SALE FOR VALUE CODE J WITH GAIN CODE A AND WAS ERRONEOUSLY LISTED ON MY INITIAL FDR FOR 2012.

SECTION VII LINE 59

YOU HAVE NOTED THAT | PREVIOUSLY ENTERED FOREST OIL BUT DID NOT LIST IT THIS YEAR. THAT SECURITY IS THE SAME AS FORET

OIL CORP NEW AS EXPLAINED IN THE EXPLANATION FOR LINE 58 SET FORTH ABOVE

SECTION VII LINE 60

YOU HAVE NOTED THAT | PREVIOUSLY ENTERED DRESHNER RCM BROTECK BUT DID NOT LIST IT THIS YEAR. | am embarassed to report that

1 can find no information about this entry. In fact, | have done a Google check and called representatives at both brokerages where we have had accounts and no

one knows of this fundiequity. Tt appears that | was referring to "Dresdner RCM Biotechnology” which has 4 ticker symbol of DRBNX, but neither brokerage

has any record of that fund being held in

account,

IRA, m,y IRA or either

accounts. | must have entered this fin reliance on

my checking register at home and not downloaded the information when filling out prior reports. I can represent that, to the best of my knowledge and belief, 1

have never participated mn any ad pdication where Dresdner RCM Biotechnology, its fund family, or any similarly named fund or fund family was mvolved. |

am hopeful that this will satisfy the Committee. , | do not know what else 1 can do to try to track this down. | have run another search of my checking register and

now can not find any reference to it. Tam assuming that what happened is that 1 first listed this on an FDR for a particular year in error and thereafter, not having

any information that a position in this company was closed during the applicable year, simply continued to report it using the appropriate codes as | know that any

income from any of our investments is only dividend income and the amounts we are able to invest ure always ut the lowest applicable code. Therefore, seeing no

mdication of u divesting sale, | must have simply entered the codes that | knew would have applied had that investment been in one of our accounts.

i can confirm that, to the best of my knowledge, information and belief, | have never been involved in any case where this company was invovled.

To reiterate, plese let me know if there is anything else that | can do to resolve the 2012 repoort.

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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Theodore Alexander McKee | Frix