# John A. Houston

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/22774

## Record

- **Judge:** John A. Houston
- **Year:** 2005
- **Pages:** 9

## Text

Rental Property(1), Binmingham, AL — Rent
Rental Property (2), San Diego, CA (X) — Rent
San Diego Gas & Electric (Sempra) — Int/Div
Oppenheimer Capital Appreciation Mutual Fund- [RA — Int/Div — Buy
Oppenheimer Capital Appreciation Mutual Fund - [IRA — Int/Div — Buy
Fidelity Funds - [RA — Int/Div
Fidelity Discovery Fund — Int/Div
Fidelity New Markets Fund — Int/Div
McDonalds Common Stock
Alcoa (Common Stock)
Merck (Common Stock)
Coca-Cola (Common Stock)
Goodyear (Common Stock)
Caterpillar (Common Stock)
CenterPoint Energy (Formerly Houston Ind) (Common Stock)
Time Wamer (Common Stock) "(X)"
21. - Janus Mercury Fund (Mutual Fund)
Microsoft (Common Stock)
Leap Wireless Communications (Common Stock)
Home Depot (Common Stock)
Phoenix Strategic Equity Opportunity Class B
Phoenix Seneca Strategic Theme Class B
Legg Mason Value Focus Mutual Fund — Int/Div
MSDW Dividend Growth Securities Fund — Int/Div
AIM Advisor Real Estate Fund — Int/Div
Eaton Vance WW Health Sciences Fund "(X)" — Int/Div
Eaton Vance Taz Managed Growth Fund "(X)* — Int/Div
MFS MidCap Growth Fund "(X)" — Int/Div
Putnam Rsearch Fund "(X)" — Int/Div
Putnam International Voyager Fund (X)" — Int/Div
Sentinel Small Cap Companies Fund "(X)" — Int/Div
39. Reserve Primary Fund Class R (X) — Int/Div
Lord Abbet Mid Cap Val Class C (X) — Distribution
MFS Val Class B (X) — Int/Div
MFS Value Class C (X) — Int/Div
American AMCAP Class C (X) — Distribution
John Hancock US Glob Leaders Growtk Class C (X) — Int/Div
Putnam Tax Smart Equity Class B (X) — Int/Div
Delaware Tax-Free California Class B (xX) — Interest
Qualcomm (common stock)
Nuveen Limited Term Municipal Bond Fund
Sisters Investing N Securi ties(S1S)(Investment Club) — Int/Div
Apple (Common Stock)
Harley Davidson (Common Stock)
Limited, Inc. (Formerly Intimate Brands (Common Stock)
Pepsi Co (Common Stock)
Qualcomm (Common Stock)
WalMart Stores (Common Stock)
Leap Wireless (Common Stock)" (X)"
America On Line (Common Stock)
Walt Disney (Common Stock)
Cisco
61. - Microsoft
Putnam Voyager Mutual Fund
Southwest Airlines
Amylin Pharmaceutical
Phoenix Mutual Funds- Simple-IRA — Int/Div
Co-Trustee, Trust
5., or bd pe oo or
Liability — Pentagon Federal Credit Union — Credit Card
Liability — Citibank — Credit Card
Liability — Bank One — Credit Card
Liability — Citibank — Mortgage - Rental Property - San Diego (X) ; See Part 8
Liability — Pentagon Federal Credit Union — Mortgage- Rental Property - Birmingham, Al (Cntd Part 8
Liability — Chase Gold — Credit Card
Spouse's income — 2 — Self Employed (consultant/clinical psychologist)
Spouse's income — 3. — ERM, San Diego, CA (consulting)
Spouse's income — 4. — Center For Creative Leadership, La Jolla ,CA
Spouse's income — S. — ARC - Respite House
Part V1, Item 3. Mortgage - Rental Property- San Diego. See explanation below.

Part VII, Item 2 in this report. Rental Property - San Diego. This property was previously exempt from reporting requirements in that it was af

While preparing my year 2004 income tax return [which occurred after filing the 2004 report], my accountant informed me that the manner in

which the property was allowed to be occupied by others during year 2004 characterized the property as a rental property for IRS purposes. As such, in last year's

report, I inadvertently failed to disclose that the property was used in such a way that could be construed as rental property. During this reporting period, I did rent

out the property for a portion of the year as a rental unit.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22774. Public record. Not legal advice.