Michael Boudin
2007
Ask Donna
Pull out the substance of this filing.
What was filed
73
investments
3
positions
0
gifts
1
agreements
0
debts
3
reimbursements
0
income
0
spouse income
Named parties
- American Law Institute
- Trust #1, Trust #2 and Trust #3
- Daedelus (Journal of the American Academy of Arts and Sciences)
- Rich Inn of Court
- American Judicature Society
As filed
C & BPENSION PLAN (see note 1) — Int/Div
Ranier Small/Mid Cap Equity
Schwab Stable Value Inst] Class ; see n. 7 — Transfer
Schwab Stable Value Inst] Class Il; see n - — I'ransfer
TIAA-CREF RETIREMENT PLAN (see note 1) — Int/Div
TIAA Traditional
CREF Stock
Bank of America acount Bos, MA — Interest
TD BankNorth acc't (formerly BankNorth) Wellfleet MA — Interest
UBS FINANCIAL SERVICES, INC
Dul.,MN Pub. Hsg Auth. Bds(09) (UBS) — Interest
RMA Money Market Portfolio (UBS) — Int/Div
UBS US Allocation Fund C (UBS) — Int/Div
Youngstown, OH Pub. Housing Bonds (08) (UBS) — Interest
UBS Bank USA deposit account (UBS) — Interest
MORGAN STANLEY
Milford, MA Bonds (14) (MS) — Interest — Redemption
Standard & Poor's Dep. Recpts (MS) — Int/Div
Massachusetts State Bonds (15) (MS) — Interest — Redemption
MFS Investors Growth ST FD CL B (MS) — Int/Div
Boston, MA Bonds (13) (MS) — Interest
Massachusetts State Bonds (08) (MS) — Interest
Massachusetts State Bonds (10) (MS) — Interest
Boston, MA Bonds (14) (MS) — Interest
Davis New York Venture B (MS) — Int/Div
Massachusetts State Bonds (10) (MS) — Interest
Lynn, MA Bonds (14) (MS) — Interest
Massachusetts State Bonds (15) (MS) — Interest
Massachusetts State Bonds (15) (MS) — Interest
Worcester, MA Bonds (15) (MS) — Interest — Redemption
Virginia Beach, VA Bonds (18) (MS) — Interest
Virginia Beach, VA Bonds (21) (MS) — Interest
Massachusetts State Bonds (37) (MS) — Interest
TIAA-CREF RETIREMENT PLAN 0 (see note 2) — Int/Div
TIAA Fund (gg)
CREF stock
CREF Global (i)
VANGUARD IRA ACCOUNT (f) (see note 3) — Int/Div
Index 500 Fund (g)
Windsor Fund (g)
Windsor lI Fund (§)
FIDELITY IRA ACCOUNT ig) (see note 4) — Int/Div
Income Fund (f)
Growth and Income Fund {g)
Magellan Fund (g)
T.ROWE PRICE FUNDS g) (see note 5)
Health and Science (l) — None — Sell
New Asia (@) (see note 8) — None — Sell
Science and Technology (gg) — None — Sell
Prime Reserve Money Market Fund [(']) — Interest — Sell
Scudder Cash Investment Trust MMF (@) (see note 6) — Interest
Rental House, Welltleet, MA@g — Rent
Summer residence, Wellfleet, MA (occas rent house) (fg) — Rent
BankAmerica, Boston, MA (§) — Interest
Kauai, Hawaii, land (g) — None
Bank of Hawaii (f§) — Interest
General Electric stock (fg) — Int/Div
Rental Prop. #1, Cambridge, MA (§} — Rent
Rental Prop. #2, Cambridge, MA (g) — Rent
MERRILL LYNCH (g)
General Electric stock (jg) — Int/Div
CMA money fund (jy — Int/Div
TRUST #1 — Int/Div
RMA Money Market Portfolio (UBS)
UBS US Allocation Fund Class C
TRUST #2 — Int/Div
RMA Money Market Portfolio (UBS)
UBS US Allocation Fund Class C
TRUST #3 — Int/Div
RMA Money Mkt Portfolio (UBS)
Rye, NY Bond (07) (UBS) — redemption
Great Neck, NY Bond (08) (UBS)
New Rochelle, NY Bond (09) (UBS)
Member of the Council, American Law Institute
Trustee or Co-trustee, Trust #1, Trust #2 and Trust #3
Editorial Advisor, Daedelus (Journal of the American Academy of Arts and Sciences)
Agreement — Vested pension plan account at former law firm, Covington & Burling
Reimbursement — Rich Inn of Court — Washington, DC
Reimbursement — American Judicature Society — Houston, TX
Reimbursement — American Law Institute — New York City
MICHAEL BOUDIN, Report Dated May 30, 2007
ATTACHMENT TO PART VII
Note |: My Covington & Burling and TIAA-CREF retirement plans involve tax-deferred income which is not fully calculated. | have therefore estimated
"income" at 5% of year-end asset value.
Note 2: In all funds, dividends are reinvested; regular employer contributions are made for new investment in the CREF Stock fund. Income is estimated as 5% of
asset value.
Note 3:
In all funds, dividends are reinvested; regular monthly employee contributions are made for new investment in the Index 500 fund.
Note 4:
In all funds, dividends are reinvested.
Note 5:
[n all funds, dividends are reinvested.
Note 6:
Dividends are reinvested.
Note 7:
This is an interfund transfer made by the brokerage firm substituting Schwab Stable Value Class Il for Schwab Stable value Class 1.
Note 8:
There is no corresponding asset entry on prior years' forms; [RE it was inadvertently omitted from her list and discovered only upon sale.
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.