Victor E. Bianchini
2011Annual
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What was filed
25
investments
5
positions
0
gifts
4
agreements
7
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Note
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- Flying Leathemecks Aviation Museum Historical Society Foundation
- Mare Corps Recruit Depot Museum Historical Society
- San Diego County Public Law Library Foundation
- Veterun's Village of San Diego (Formerly known as Vietnam Veterans of San Diego)
- Tender Loving Canine Wounded Warrior Helper Dogs
- Chase National Bank
- Wells Furgo Mortgage
- Wells Fargo Mortgage
- LSAA Bank Credit Card Services
- American Express
- Judicial retirement annuity for service as a Superior Court Judge
- State of Cahforma, state university professor annuity
As filed
Deferred Compensation--County of San Diego — None
Deferred Compensation--U.S. Courts — None
Combined Defined Benefit Plan and 401k- AXA Advisors — Int/Div
John Hancock Technical Opportunities Urcixy — Buy (add'l) — Note
Harbor Capital Appreciation Fund (HACAX) — Buy (add'l) — 2
WT Investments CRM Mid Cap Value FUND (CRMMX) — Buy
Artisan Small Cap Value Fund (ARTVX) — 3
Blackrock International Opportunities Fund (BISIX) — Buy
Columbia Acorn Fund (ACRNX) — 4
Dodge & Cox Income Fund (DODIX)
Templeton Global Bond Fund (TPINX) — 6
Franklin Strategic Services Income Fund (FKSAX) — 7
Lord Abbett Bond Debenture Fund (LBNDX) — 8
Davis New York Venture Fund (NYVBX) — 9
Certificate of Deposit--Bank of America — Interest
Rental Property #1: San Diego, California — Reat
Rental Property #1: San Diego, California — Rent
Checking #1: Bank of America — Interest
Checking £2: Bank of America — Interest
Certificate of Deposit: Wells Fargo — Interest
Checking: Wells Fargo: Wells Fargo — Interest
Savings: Wells Fargo — Interest
IRA: John Hancock “No Control"
401k: Advanta Financial Corp. "No Control — None
Accumulator. AXA Advisors — None
Member, Board of Directors, Flying Leathemecks Aviation Museum Historical Society Foundation
Board of Directors & Immediate Past President, Mare Corps Recruit Depot Museum Historical Society
Member, Board of Directors, San Diego County Public Law Library Foundation
Vice Chair, Member of Board of Directors, Veterun's Village of San Diego (Formerly known as Vietnam Veterans of San Diego)
Advisor, Tender Loving Canine Wounded Warrior Helper Dogs
Agreement — 2002 — Judicial Retirement Plan, State of California. The State of California pays this annuity over which 1 have no control
Agreement — 2002 — County of San Diego Deferred Compensation Plan. This is paid from sole contributions by me to this plan, from which I will be obligated to withdraw funds.
Agreement — 2002 — State of California Judicial 401k plan. This is &lso in the nature of deferred compensation, and arose from my position as a Superior Court Judge.
Agreement — 2003 — Defined Benefit Plan arising out of activities as a mediator/arbitritor from 2002-2006, This has been converted to a 401k investment plan with AXA Advisors.
Liability — Chase National Bank — Visa Credit Card
Liability — Wells Furgo Mortgage — Mortgage on Rental Property
Liability — Wells Fargo Mortgage — Mortgage on Rental Property
Liability — Wells Fargo Mortgage — Mortgage on Rental Property
Liability — Wells Fargo Mortgage — Mortgage on Rental Property
Liability — LSAA Bank Credit Card Services — MasterCard
Liability — American Express — Visa Credit Card/Costeco Membership Card
Income — 2010 — Judicial retirement annuity for service as a Superior Court Judge — $126,000.00
Income — 2010 — State of Cahforma, state university professor annuity — SS. 700.00
1. My spouse has no control over the selection of stocks. All of my investments are Mutual Funds and therefore | have no control over stocks
2. Accumulator is an annuity program where my interest is only income. The corpus will go to
upon my death.
Note 1- John Hancock Technical Opportunities Fund was orginally purchased on 9/2/2009 with value code K.
Note 2- Harbor Capital Appreciation Fund was originally purchased on 10/22/08 with value code K.,
Note 3- Artisan Small Cap Value Fund was originally purchased on 9/2/2009 with value code J.
Note 4- Columbia Acom Fund was onginally purchased on 9/2/2009 with value code 1.
Note 5- Dodge & Cox Income Fund was originally purchased on 4/18/2008 with value code K.
Note 6- Templeton Global Bond Fund was originally purchased on 4/18/2008 with value code K.
Note 7- Franklin Strategic Services Income Fund was originally purchased on 4/18/2008 with value code K.
Note 8- Lord Abbet Bond Debenture Fund was originally purchased on 4/18/2008 with value code K.
Note 9- Duvis New York Venture Fund was originally purchased on 10/13/2008 with value code K.
The assets listed on lines 4-6, 10, and 11 of my 2009 report were mistakenly included as | did not own those assets during 2009.
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.