Kiyo A. Matsumoto

2018Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Kiyo A. Matsumoto | Frix