Theodore Alexander McKee
2012Annual
Ask Donna
Pull out the substance of this filing.
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.