# Carlos F. Lucero > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/18073 ## Record - **Judge:** Carlos F. Lucero - **Year:** 2011 - **Report type:** Annual - **Pages:** 8 ## Text J COMMERCIAL BUILDING, ALAMOSA COUNTY. CO — Rent J APARTMENTS, ALAMOSA COUNTY. CO — Rent 1/4 SECTION FARM LAND; CONEJOS COUNTY. CO — Rent Vacant Land, Conejos County Co — None — Secdb U2 INTEREST IN pum RIO ARRIBA COUNTY. NM — None — 4d WEEN VACANT LOT; JEFFERSON COUNTY. CO — None — 7 LOS HERMANOS LUCEROS, LTD PARTNERSHIP (14% INTEREST) — istrnibution — Sec# CARLOS F. LUCERO. PC (100% STOCK) — Int/Div — Seed? J LCM, INC. (100% MUTUAL FUNDS) — Int/Div — Seed TD AMERITRADE IRA BROKERAGE ACCOUNT SPDR Dow Jones (DIA) — Int/Div Spdr Tr Unit Ser (SPY) — Int/Div Vanguard Funds Emerging Markets Vipers (VWO) — Int/Div Federated Income Sec Tr (PSAFX) — Int/Div — F Harbor FD BD FD INSTL (HABDX) — Int/Div Mathews Intl FDS Pacific Tiger (MAPTX) — Int/Div Payden Invt Emerging Markets BD FD (PYEMX) — Int/Div Payden lnvt Group GNMA (PYGNX) — Int/Div PIMCO Funds Invest Grade Corp BD FD (PGCAX) — Int/Div PIMCO High Yield FD ADMIN (PHY AX) — Int/Div PIMCO Real Return (PRRDX) — Int/Div Ishares S&P Small Cap 600 Index — Int/Div Money Market Fund TDAM — Interest Harbor FD High Yield Bond Fund (HYFIX) — Int/Div ml TD AMERITRADE BROKERAGE ACCOUNT SPDR Dow Jones (DIA) — Int/Div — Sold Shares Boxx & INVTOP INVES FD (LQD) — Int/Div — Sold PIMCO Corp Opportunity Fund Closed End (PTY) — Int/Div — Sold Powershares QQQ (QQQOQ) — Int/Div — Sold SPDR TR Lnit Ser 1 (SPY) — Int/Div — Sold Vanguard Msci US MID Cap 450 INDEX (vO) — Int/Div — Sold Leuthold Core Investments FD (LCORX) — Int/Div — Sold PIMCO Total Ret Fd Admin — Int/Div — Sold Money Market Fund TDAM — Interest Vanguard Conv Secs FD SH BEN INT — Int/Div — Sold Fidelity Advisor Ser V Floating RT HI INC FD Retail (FFRHX) — Int/Div — Sold pm CHARLES SCHWAB & CO, INC BROKERAGE ACCOUNT SCHWAB MUNI MONEY FUND — Interest EQUITABLE LIFE ASSURANCE SOCIETY ANNUITY — Int/Div — Sec#2 SAFECO LIFE INSURANCE COMPANY ANNUITY — Int/Div — Sec#2 COLORADO BONDSHARES — Int/Div J LCM3, LLC — None — Seeds Viento Claro Energy, LLC — None Reimbursement — Northwestern University Law } School Miner Moot Court — 303308 — Chicago, IL — Non-FJC Edu Seminar — Transportation, Food, Lodging Reimbursement — American Bar Association — 4/13-4/15 — Mexico City, Mexico — Non-FJC Edu Seminar — Transportation, Food, Lodging Reimbursement — American Bar Association — S5/18-5/22 — Cuenca, Ecuador — Non-FJC Edu Seminar — Transportation, Food, Lodging Income — Carlos F. Lucero, P.C. - Annuity payments received for prior services performed for law firm. — $22,300.00 #1. Assets over $10,000 value consist of JE ranch, land, water rights, equipment, livestock and related property help in partmership [EEN Income was derived from the sale of livestock. #2. Assets over $10,000 value consist of law partmership income camed prior to June 30, 1995 in the form of annuities. For tax purposes, annuity income is reported by CFL, P.C. 1 own 100% of the stock of “Carlos F. Lucero, PC” however the assets of this corporation include ouly a bank sccount for which the value and income amounts are less than the required reporting amounts, i.e. the value is less than $5,000 and the income eamned is less than $200. This corporation does receive income in the form of un annuity and is reported in Part 111 #3. Assets over $10,000 value consists of mutual funds. LOM, Inc is a corporation owned by JI The assets include a bank account, certificates of deposit, # money market account, and Colorado Bondshures mutual fund. . #4. Land was purchased on January 1, 2003 for $50,174 from the estate of Maria Medina, property is subject to mortgage (part VI, Line 1). #5, Assets of LOM 3, LLC consist of oil/gas investments through Avanti Exploration, LLC and are believed to be worthless at the close of the year. 46 Most recent assessed value is $6,750. #7 Most recent assessed value is $49,140, #8 Asset name change from ( Prudent Global Inc FD SH Bl INT PSAFX ) on line 15 on the 2010 FDR to { Federated Income Sec Tr PSAFX ) --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18073. Public record. Not legal advice.