# Robert N. Block

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17160

## Record

- **Judge:** Robert N. Block
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 11

## Text

MS&K Realty Co. investment (Los Angeles, California) — Distribution
USAA Subscriber Savings Account — Distribution
Wells Fargo Bank accounts — Interest
Prudential Fmancial Inc. common stock — Int/Div
Citibank accounts — Interest
BofA Beyond Banking accounts — Interest
Capital One Bank account — Interest
Note receivable--Bella Mar RV Park LLC — None
Note Receivable--Big Bear Galleria Assoc LLC — None — Closed
Note Receivable--Bonita View Office Partners LLC — None
Note Receivable--Phair Real Estate Acquisition Fund — Interest
RETIREMENT PLAN TRUST
BofA Cash/Money Mkt accts — Int/Div
Blackrock Multi Strategy Hedge Ady — None
Nuveen Qual Pref Inc 2 — Int/Div
Looms Sayles Strategic — Int/Div
Templeton Global Fd — Int/Div — Sold
Lord Abbett Short Duration — Int/Div — Sold
Lord Abbett Short Duration — Buy
Eaton Vance Risk Managed — Int/Div — Sold
TCW Total Return Bond Fd — Int/Div — Sold
w-Pimco Unconstramed Bond Fd — Int/Div — Sold
Lord Abbett Floating Rate Fd — Int/Div — Sold
Kinder Morgan Management LLC — Int/Div — Buy (add'l)
Templeton Global Total Return Fd — Int/Div — Buy
Doubleline Total Return Fd — Int/Div — Buy
Pimco All Asset All Authority Fd — Int/Div — Buy
Blackrock Global Allocation Fd — Int/Div — Buy
BROKERAGE ACCOUNT #1
BofA Cash/Money Mkt accts — Interest
Calif St Pub Wks Brd Lse Rv B May 1. 13 — Interest
California St Pub Wks Brd Lse Rv CA D Oct 1.12 — Interest
San Jose CA Rdv Agy Tax Aug 1, 15 — Interest
California St MBIA-IBC Dec 1. 11 — Interest — Redeemed
California St FSA-CR Mar 1, 17 — Interest
Sam Fran Ca Cy-Co Pub Wir Rev Ser A Nov I. IR — Interest
California St Var Purp 2016 — Interest
California St Var Purp 2019 — Interest
Los Angeles CA Unified Sch District — Interest
Cal St Rev Antic NTS — Interest — Redeemed
Riverside CA Elec Rev — Interest
BROKERAGE ACCOUNT #2
BofA Cash/Money Mkt accts — Interest
ML Systematic Momentum Futures Access LLC QI1C — None
Energy Transfer Partners LP — Int/Div
Kinder Morgan Management LLC — Int/Div
Magellan Midstream Partners LP — Int/Div
Plams All Amer PIPL LP — Int/Div
Los Angeles County Calif Tax & Rev — Interest — Redeemed
BROKERAGE ACCOUNT #4
BofA Cash/Money Mkt accts — None
Pimco Unconstramed Bond Fd — Int/Div
Lord Abbett Floating Rate Fd — Int/Div — Sold
Lord Abbett Short Duration Income Fd — Int/Div — Buy (add'l)
Templeton Global Total Return Fd — Int/Div
Doubleline Total Return Bond Fd — Int/Div
BROKERAGE ACCOUNT #5
BofA Cash/Money Mkt accts — None
cecPimco Unconstramed Bond Fd — Int/Div
Lord Abbett Floating Rate Fd — Int/Div — Sold
Lord Abbett Short Duration Income Fd — Int/Div — Buy (add'l)
Templeton Global Total Return Fd — Int/Div
Doubleline Total Return Bond Fd — Int/Div
IRA ACCOUNT #1
FIA Card Services RASP acct — Interest
Powershares ETF Trust — Int/Div
IRA ACCOUNT #2
FIA Card Services RASP acct — Interest
Blackrock Multi Strategy Hedge Fd — None
ML Systematic Momentum — None
IRA ACCOUNT #3
FIA Card Services RASP acct — Interest
w-Pimco Unconstramed Bond Fd — Int/Div
Lord Abbett Floating Rate Fd — Int/Div — Sold
Lord Abbett Short Duration Income Fd — Int/Div — Buy (add'l)
Templeton Global Total Return Fd — Int/Div
Doubleline Total Return Bond Fd — Int/Div
Lord Abett Short Duration Income Fd — Buy
BROKERAGE ACCT #6
University CA Rev 2015 — Interest
University CA Rev 2013 — Interest
California St Var Purp 2014 — Interest
California St Var Purp 2016 — Interest
Los Angeles St Dept Water 2018 — Interest
California St Dept Water 2017 — Interest
Cal State Rev Antic NTS — Interest — Redeemed
General Parmer (passive), MSK Realty Co. (interest=approx. 174)
Spouse's income — 2011 — Self-employed doctor
Part VIL. All of the listed investments except for Item No. 7 are held in the living trust 500 | have established. (See also Part 1, Item No. 2),

Part VII. Except as indicated, there were no gains realized on any of the sales or redemptions reported. To avoid confusion when comparing this year's report to

lust year's report, | kept the account titles (e.g., Brokerage Acct #1, etc.) the sume as m last year's report. This again meant skipping from Brokerage Acct #2 to

Brokerage Acct #4, because no assets were held during the year in Brokerage Acct #3.

Part VII, Item No. 1. As | previously reported, the building in which MS&K Realty held an ownership interest was sold in 2005; and a portion of the sales

proceeds was held back as a preferred equity interest, and remained to be paid by the buyer and distributed to the MS&K Realty partners. The 2011 distribution

(which includes some interest) is reported in Column B, and my current best estimate of my share of the remaining future distributions is reported in Column C.

Because my investment has not been entirely liquidated, 1 have continued to list my partnership position in Part I (see Item No. 1).

Part VII, Item Nos, 8, 9, 10, and 11. These entries represent private commercial real estate investments, The investment reflected in fren No. 9 was completely

lost when the project failed. 1 wasn't sure what code to use, so 1 put "closed."

Part VII, Item Nos. 13, 30, 43, 51, 58, 65, 68, and 72. These entries represent cash accounts and money market funds that function essentially as bank accounts

for particular brokerage accounts. They sometimes are referred to as “core” accounts. Consistent with my previous reports, | have not reported as separate

transactions each deposit of interest or dividends into these “core” accounts, or each time proceeds from the sale or redemption of another investment was

deposited into these “core™ accounts, or cach time funds were withdrawn from a “core” account to purchase another investment.

Part VII, Item No. 18. This mvestment was sold in its entirety on 2/4/11. It then was repurchased on 8/12/11.

Part. VII, Item Nos. 24 and 46, The amounts reported as dividends represent stock dividend.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17160. Public record. Not legal advice.
