Ron Clark
2016Annual
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Pull out the substance of this filing.
What was filed
69
investments
2
positions
0
gifts
1
agreements
0
debts
6
reimbursements
0
income
1
spouse income
Named parties
- 529 Acct
- 529 Acct 2
- University of Texas School of Law
- New York Intellectual Property Law Assoc.
- International Law
- (coordinating w/ Patent Court of Korea)
- Self emploved movie & video producer as sole owner and operator of Take A Bow, LLC
As filed
USAA Mutual Fund USEXX — Interest
USAA Mutual Fund USSPX — Int/Div
Vanguard VMMXX Money Market — Int/Div
Vanguard Windsor Il Fund — Int/Div
Vanguard Mutual Funds IRA 1 (H)
Health Care Fund — Int/Div
Windsor Il Fund — Int/Div
Explorer Fund — Int/Div
500 Index Fund — Int/Div
Vanguard Mutual fund IRA 2 - Mid-cap Index Fund — Int/Div
Vanguard Mutual fund IRA 3 - 500 Index Fund — Int/Div
Vanguard Mutual Fund IRA 4 - 500 Index Fund — Int/Div
American Mut. Fund IRA New Perspective Fund — Int/Div
Vanguard Variable Annuity Small Co Growth — None
XOM com. stock — Int/Div
US. Savings Bond — None
Compass Bank Accounts — Interest
529 Acct - American Funds (H)
New Perspective Fund — Int/Div
New World Fund — Int/Div
Capital Wrld Grwth & Income — Int/Div
529 Acct 2 American Funds (H)
New Perspective Fund — Int/Div
New World Fund — Int/Div
Capital Wrld Grwth & Income — Int/Div
AMOGN com. stk — Int/Div
AT&T com, stk — Int/Div
ADP. com. stk — Int/Div
CDK Global Inc. com.stk — Int/Div
CVX com. stk — Int/Div
KO com. stk — Int/Div
ETN com. stk — Int/Div
EMR com. stk — Int/Div
HD com. stk — Int/Div
LLY com. stk — istnibution
MCD com. stk — Int/Div
PEP com stk — Int/Div
PFE com. stk — Int/Div
SLB com. stk — Int/Div
American Mutual Fund, New Perspective Fund — Distribution
American Mutual Fund Small Cap World — Distribution
Dreyfus S&P 500 Index Fund X — Int/Div
Nuveen Arizona Prem. Inc. Muni. Bnd Fund — Int/Div
Dreyfus AMT-Free Mun. Bad Fund — Int/Div
Dreyfus Mun. Bnd. Fund — Int/Div
McCallister Academic VLG bonds — Interest
Pima Cty AZ bond — Interest
RMA Tax Free Fund — Interest — Redeemed
RMA Govt. Mon. Mkt. Fund — Interest — Open
UBS, Bank USA, Deposit Acct — Interest — Open
Benficiary IRA (H)
AT&T com. stk — Int/Div
CVX com. stk — Int/Div
XOM com.stk — Int/Div
WRE com. stk — Int/Div
WRI com. stka — Int/Div
Oppenheimer Glbl Strategic Income fund — Int/Div
Nuveen S&P 500 Dyn. Overwrite formerly Nuveen P&G — Int/Div
Eaton Vance En. Equity Inc Fund — Int/Div
John Hancock Inc Sec. Fund — Int/Div
Lord AbbotBond Deb. Fund — Int/Div
Franklin H.1. Fund Class A — Int/Div
Franklin US Govt Sec. A — Int/Div
Bank USA, Deposit Account — Interest — Sold (part)
Vanguard Health Care VHTA — Int/Div
Schwab One cash account — Interest
Schwab Money Market account — Interest
Wells Fargo Bank — Interest
Rovalty Interest, Hardin County, Texas (X) — Rovalty
Owner 329 Acct, 529 Acct
Owner 529 Acct 2, 529 Acct 2
Agreement — 1997 — State of Texas Retirement Plan, no control
Reimbursement — University of Texas School of Law — March 10-13, 2016 — Alexandna, VA — Speak at LT. [ith Annual Patent Law Instite — Milage, parking, meals, 1 might at hotel
Reimbursement — New York Intellectual Property Law Assoc. — April 1-3, 2016 — New York, NY — Attend meeting and annual Judiciary Dinner. — Air Tare, might at hotel, meals, airport parking, Uber fare in NY.
Reimbursement — International Law — lmovation Dinner & Award Ceremony.
Reimbursement — 20d Intemational IP Court Conference
Reimbursement — (coordinating w/ Patent Court of Korea) — seminar, attend KIPLA dinner
Reimbursement — several panels at Annual Bench-Bar meeting. — GL sana. tll as pia Daf maln LG LT
Spouse's income — 2016 — Self emploved movie & video producer as sole owner and operator of Take A Bow, LLC
Limes 48, 49, & 50: The RMA Tax-Free Fund, reported at line 51 last year (and is listed this year at line 48) was redeemed last year by UBS, which placed the
funds into two new accounts for deposit infusrance purposes. Lines 49 and 50 now list the two new accounts; they are not listed at the end, as would usually
be done for new assets, as it is clearer to place the three assets together, and because they were this year, and in future years will be, reported together in the
companies annual reports to me,
Lme 64: Changed to state correct name of IRA sweep account. Last year at Line 65
Lines 66 & 67, Preiviously reported at line 79 as Schwab Money Market Account. Corrected to show it has two parts, a money market account and a cash
“sweep” account,
Lme 81 of 2016 report is deleted. 2017 Audit feature and Commentary at page 20 of 2017 Filing Instructions about not mcluding the same item m Parts 111
and Part VIL, such as value of copyrights, clarified that identification of Take A Bow, LLC as an "mvestment" under Part VII was not correct; rather it should
be identified as the movie and video production business operated by spouse. All invome ever earned by Take A Bow, LLC was payment for work perfomed or
services rendered, and wis not a return on any investment. The previous value estimate wis based on cash on hand, (the bank account in which those funds are
kept is listed at line 68) property and equipment used in the business, and the estimated value of scripts and original music. Take A Bow, LLC is now included
m Part 111-8.
Amentdment, !12/62017 - Line 14; Added information about specific option chosen for annuity - Small Co. Growth
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