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Pull out the substance of this filing.

What was filed

  • 15

    investments

  • 4

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 6

    income

  • 0

    spouse income

Named parties

  • tain Institute (non-profit cultural organization)
  • Advisory Council, Transparency Intemational
  • Editorial Board, American Journal of Jurisprudence
  • President's Council, Graduate Theological School
  • New School University - Social Research Conference
  • Pension: University of California
  • Royalty-West Group Foundation Press
  • Stipend: University of Notre Dame
  • Stipend: University of San Francisco
  • Stipend: New School Umiversity
  • Refund: California Franchise Tax Board

As filed

Fleet Mid Cap Growth Fund — Buy

Fleet Large Cap Growth Fund — Sold

Fleet Tax Exempt Fund — Sold

Fleet Small Cap Value Fund — Buy

Fleet Mid Cap Growth Fund — Buy

Fleet Tax Exempt Fund — Sold

Fleet International Equity Fund — Sold

Fleet Large Cap Value Fund — Sold

Fleet Mid Cap Growth Fund — Sold

Fleet Large Cap Growth Fund — Sold

Fleet Tax Exempt Fund — Buy

Trust Number 2 (No personal income) — Int/Div

leet International Equity Fund — Sold

Fleet MA Intermediate Tax Exempt Bond Fund — Sold

Fleet Small Cap Growth Fund — Buy

President and Director, tain Institute (non-profit cultural organization)

Member, Advisory Council, Transparency Intemational

Member, Editorial Board, American Journal of Jurisprudence

Member, President's Council, Graduate Theological School

Agreement — 0770) /86 — versity of Cahfornia pension based on service

Reimbursement — New School University - Social Research Conference — 3/5209 - 3/6/2009 — New York, New York — Conference — -odging, Airfare, Taxis

Income — 2009 — Pension: University of California — $42 540.96

Income — 2009 — Royalty-West Group Foundation Press — $2,114.07

Income — 2009 — Stipend: University of Notre Dame — $3,327.00

Income — 2009 — Stipend: University of San Francisco — $1,000.00

Income — 2009 — Stipend: New School Umiversity — $1,000.00

Income — 2009 — Refund: California Franchise Tax Board — $8,161.00

{Indicate parr of Report)

Two {rusts referred to in this report are as follow

mw

Trust:

The

Trust was created by

on December 15, 1976. It ns irrevocable on her death in 1990 and divided

into three shares. The trustee has discretion to pay the income and princip

al of my share to

id

1976 Trust:

The:

1970 Trust was formed by Jin 1976 and became irrevocable on his death in 1987. On his death the

proper

s divided into equal shares f

The trustee has discretion to pay some or all of the net income or principal of my share to

a

| The trust terminates on the death o

. the remainder going to:

The income of both trusts was paid by the trustee in 2009 to

ey

] all over 21

years of age. At the request of the Committee on Financial Disclosure, 1h:

¢ summarized the reports | have received.

In Al ril 2000, Ficet Bank acquired the Bank of Boston and became the trustee of the above trusts. The trusts were also subdivided into distinet trusts for each of

th

of the grantors, so that there is now a distinct trust fo)

under the same trust instrwinents. Report is not made here of the sales

ot odd lots { pically one or two shares) made to make it easier to divide the trusts into thirds. The money market fund, Galaxy. was arranged by Fleet to take over

the functions perfonned by the money market Boston 1784 funds; investments in these money market {unds are noted on an annual basis.

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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