Ursula Mancusi Ungaro
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
31
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
MetLife Vintage 3 Annuity — None — Buy
Jea Fla Elec Sys Rev Bond — Interest — Buy
Regional Transn Dist Co Ref Fastracks Proj Bond — Interest — Buy
Texas St Bond - see line 52 prior report — Interest — Sold
Texas St Bond — Interest — Buy
Houston, Tex. Util Sys Rev. Bond — Interest
PaStHigher Ed Auth Rev Bond — Interest
Wisc St Transp Rev bond — Interest
Muni Cash Trust — Interest
Alaska Mun Bd Bk Alaska Mun Bd — Interest
Edgewood Tex Indpt Sch Dist Be — Interest
Harris Coty Tex — Interest
Ivy Tech Cnty College Ind — Interest
King Cnty Wash Sch Dist No 409 — Interest
King Cnty Was Swr Rev — Interest
Mesa Cnty Colo Vy Sch Dist No — Interest
New York St Dorm Auth Sales Ta — Interest
Northern Mun Pwr Agy Minn Elec — Interest
Oregon St For Issues Drt Prior — Interest
Soohomish Cnty Wash Pub Util D — Interest
West Virgima St Wir Dev Auth — Interest
DFA US Core Equity Fund — Int/Div — Sold (part)
DFA US Core Equity 2 Fund — Int/Div — Sold (part)
DFA US Large Company Fund — None — Buy
DFA US Micro Cap Fund — Int/Div
DFA International Core Equity Fund — Int/Div — Buy (add'l)
DFA Emerging Markets Core Equity Fund — Int/Div
TCW Emerging Markets Income Fund — Int/Div
Frunklin High Yield Tax-Free Inc Fund — Int/Div — Sold
Nuveen High Yield Municipal Bond Fund — Int/Div — Buy
Templeton Global Bond Fund — Int/Div
Although not required, | am reporting the following: | own a 1.1% limited partnership mterest in Mt. Blue Ltd. Partners which owns a 2.73% interest in another
entity, the Shopping Center Partnership. | did not reported this interest until 2010r because, during my entire tenure, it has never had a value of $1,000 or more.
In other words, there has not been a secondary market for my interest at any time during my service as a District Judge. However, it carries the potential for a
tax liability (the amount of which and timing I cannot predict). Although Tam not obligated to report this interest as an asset, I am continuing to report it in an
abundance of caution because under the current economic conditions, I am concerned that some tux liability could arise in connection with the interest. It should
be noted, however, that | have no information from the general partner and no information regarding the partnership from any other source that suggests any
current tax liability exposure; 1am relying simply on my knowledge of current economic conditions, my understanding of the tax liabilites that can be associated
with limited partnership interests generally and my knowledge of the history of these entities.
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.