George H. Wu
2015Annual
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What was filed
15
investments
1
positions
0
gifts
0
agreements
1
debts
1
reimbursements
1
income
0
spouse income
Named parties
- XXXX Family Trust ("Trust #17)
- Provident Funding
- University Law School
- CALPERS - California State Judge's Retirement System - retirement benefits
As filed
Bank of America accounts — Interest
Fidelity Rollover IRA (H): SDGAX — Int/Div
Fidelity Rollover IRAs (H): -<FPURX — Int/Div — Buy
Alhanzgi Focused Growth CL C (PGWCX) — Int/Div
Los Angeles County 401K - Savings 2015 Target Date Fund — None
Los Angeles County 401K - Savings Non. U.S. Equity Fund — None
Los Angeles County 401K - Savings Small Cap Equity Fund — None
Los Angeles County 401K - Savings Balanced Fund — None
Los Angeles County 401K - Savings Bond Fund — None
Los Angeles County 401K - Savings Stable Value Fund — None
Los Angeles County 457 Plan-Horizons Stable Income Fund — None
Los Angeles County 457 Plan-Horizons Balanced Fund — None
Los Angeles County 457 Plan-Horizons Large Cap Equity Fund — None
Los Angeles County 457 Plan-Horizons Non-US. Equity Fund — None
Personal and Real Property in Trust #1 — None
Co-Trustee, XXXX Family Trust ("Trust #17)
Liability — Provident Funding — Co-borrower for mortgage on real property in Trust #1
Reimbursement — University Law School — y THR hen yn a — 2015 Symposium on Intellectual Property — re A Tate hr i Lg A Se
Income — 2015 — CALPERS - California State Judge's Retirement System - retirement benefits — $94272.12
As for the accounts delineated m Part VII Nos. 5 through 14, they are all parts of two 401(k) plans into which | enrolled while a state court judge. All of theose
items consist of investment secounts where the manager selects various mutual funds into which the monies of the account are placed for a certain period of
time. When an employee elects to direct a portion of his or her earnings into said account, he or she receives a number of “shares” equal to the amount invested.
During any time frame, the prices of the shares may go up or down, When the employee exits the plan and/or otherwise sells the shares, there is “income™
recognized. However, during the periods when the employee leaves the shares in the account, there is no calculation of (or apparently a way to calculate) income
to the employee in that situation as the employee is not informed of the transactions engaged m by the fund manager. | contacted the staff for the Committee on
Financial Disclosure, explained the above scenario, und indicated that the best | could do would be to provide the difference in my share prices between the start
of the reporting year and its end. 1 was informed that that procedure would not be entirely accurate and the better response would be to indicate no reportable
income and provide an explanation in Part VII, Consequently, as to Part VII Nos. 5 through 14, I have entered "none" at the Part VII(B)(2) column and have left
the Part VIB) 1) column blank.
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