Kiyo A. Matsumoto
2018Annual
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What was filed
30
investments
3
positions
0
gifts
0
agreements
0
debts
2
reimbursements
2
income
2
spouse income
Named parties
- tuition
- Residential coop: JE PLEASE DO NOT DISCLOSE
- New York City Bar Association
- Qualified Personal Residence Trust #1 (Deceased parents” home)
- Nantonal Conference of Bar Examiners
- National Conference of Bar } Examiners
- Nat'l Conference of Bar Examiners drafting bar exam
- Nat'l Conference of Bar Exammers drafting bar exam
- Teaching, IN (spouse) DO NOT DISCLOSE NAME OF SCHOOL
- Self-employed rentals (spouse)
As filed
Citibank IRA & Savings Acct — Interest
Chase Bank, savings and checking — Interest
Brighthouse Financial (MetLife:see 4-6) (H)
For Brighthouse: Fidelity VIP Eq. Inc — Int/Div
For Brighthouse: MFS Research Int'l — Int/Div
For Brighthouse: Asset All 100 — Int/Div
Memorial Partnership puns — Rent
Series EE Savings Bonds — Interest
Charles Schwab IRA/Accts (lines 10-15KH)
1. Colgate Palmolive (common) — Int/Div
2. Procter & Gamble (common) — Int
3. Hewlett Packard (common) — Int/Div
4. DXC Technology Com — Int/Div
5. Microfocus Int'l — Int./y
6. Time Wamer (common) — Ine
Tax Deferred Retirement Annuity Plan {see 17-26) H)
TIAA Stable Value — Int/Div
Vang 500 Idx Adm — Int/Div
T. Rowe Inst Lrg Cap Grw — Int/Div
American EuroPac Grw R6 — Int/Div
DFA US SmallCap Prif Inst — Int/Div
PIMCO Total Return Inst! — Int/Div
PIMCO Low Duration Inst] — Int/Div
T-C Money Market Rtmit — Int/Div
CREF Social Choice R1 — Int/Div
Vang Target Ret 2010 Inv — Int/Div
NY State Edu. Fund:Y Moderate Age Opt. Conserv. Growth — Interest — Sold (part) — tuition
Charitable Remainder Trust (JP Morgan) (see 29-30) — istmbution — Sold (part)
1. JP Morgan Deposit Sweep MGD JPMorgan Chase Bank NA — Int/Div
2. Federated Strategic Value — Int/Div
Board member, Residential coop: JE PLEASE DO NOT DISCLOSE
Honors Committee, New York City Bar Association
Family trust with brother, Qualified Personal Residence Trust #1 (Deceased parents” home)
Reimbursement — Nantonal Conference of Bar Examiners — 4/19-22/18 — Richmond, VA — Drafting bar exam — Transportation, meals, lodging
Reimbursement — National Conference of Bar } Examiners — 9/6-9/18 — Minneapolis, MN — Drafting bar exam — Transportation, meals, lodging
Income — 4/1922/18 — Nat'l Conference of Bar Examiners drafting bar exam — $3,500.00
Income — 9/6918 — Nat'l Conference of Bar Exammers drafting bar exam — S31.500.00
Spouse's income — 2018 — Teaching, IN (spouse) DO NOT DISCLOSE NAME OF SCHOOL
Spouse's income — 2018 — Self-employed rentals (spouse)
Part 1: The Qualified Personal Residence Trust has no reportable assets.
Part VII. Investments and Trusts
Tax Deferred Retirement Annuity Plan (Items 17-26) is not self-directed. We do not exercise control over what is purchased or sold or when.
Column B: (Items 17-26): The quarterly statements for the above do not specify either income or transactions, but state values which are reported. | used the
"Gain or Loss™ amount to report income in Column B,
The Charitable Remainder Trust (Items 29-30) is not owned by the filer, but the filer receives income annually as a beneficiary. The trust corpus will be donated to
charity upon the filer's death. The filer hus not chosen or directed the purchase or sale of assets held by the trust. If Column D (4) is blank, it is because there was
it loss.
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.