Guido Calabresi

Mass Mutual (whole life) Insurance — Int/Div

New York Life (whole life) Insurance — Int/Div

AIG SunAmerican (whole life) Insurance — None

House and adjacent lot (Bethany, CT) for investment purposes — Rent

Partial interest in Co-op Apt (NYC, NY) for investment — None

Bank of America, checking account — Interest

Bank of America, IMMA Account — Interest

Intesa - San Paolo, checking account — Interest

Merrill Lynch Bank & Trust USA - cash — Interest

IShares T'S & P 500 (mutual fund) @ Merrill Lynch — Int/Div — sell

1Shares TS & P Mid-Cap M400 (mutual fund) @ Merrill Lynch — Int/Div — donated

American Growth Fund Mutual Fund @ Merrill Lynch — Int/Div

General Mills (common) @ Merrill Lynch — Int/Div — Sell

Trust #1, income beneficiary — Int

First Am. Tax Free Oblig Fund (cash equiv)

First Am. Sm-Mid Cap Core Fd -former Tech Fd (mutual fund)

First Am. Short Tax Free (mutual fund)

General Mills (common)

Investment Co. of America (mutual fund)

Trust #2, income beneficiary — Int

First Am.Tax Free Oblig. Fund (cash equiv.)

First Am. Short Tax Free (mutual fund)

Imation Corp (common)

Investment Co. of America (mutual fund)

Minnesota Mining & Mfg. (common)

First Am. Small Cap Growth Fund (mutual fund)

First Am. Sm-Mid Cap Core Fd- former Tech Fd (mutual fund)

Trust #3, income beneficiary — None — note in Part VIII

Darden Restaurants (common)

Exxon (common)

General Mills (common)

1BM (common)

JP Morgan (common)

AT&T Inc.(common)

US Bancorp (common)

Investment Co. of America (mutual fund)

Merrill Lynch Bank & Trust USA - cash

Thorium Ltd (com.) (merger - was Radkowski Thorium Power )

Am. Growth Fund (mutual fund)

Am. Euro Pacific Growth Fund (mutual fund)

Trust #4, income beneficiary — None — note in Part VIII

Merrill Lynch Bank USA - CMA Money Fund (cash equiv.)

Shares T S & P 500 (mutual fund)

Trust #5, income beneficiary — None — note in Part VIII

Bank of America (common)

Morgan Stanley Em. Mkt Fd (mutual fund)

Bank of America checking account - Cash

Guido Calabresi Retirement, TIAA-CREF — None — note in Part VIII

Bank of America (common) @ Merrill Lynch — Int/Div — sold

Trust #6, income beneficiary — Int. — note in Part VIII

Grantham, Mayo, Van Otterloo (mutual funds)

Sterling Professor Emeritus, Professorial Lecturer, Yale Law School, 11/01/1995 - present

Honorary Trustee - Unpaid, Carolyn Foundation, MN, 01/01/1996 - present

Member, Scientific Committee - Unpaid, Centro Nazionale Prevenzione e Difesa Sociale, 1988 - present

President, Board of Trustees - Unpaid, Chapel of St. Thomas More, Yale University, 1997 - 2008

Member - Unpaid, International University College, Turin Board, 2007 «Present ==)

Agreement — Present — Right to be Professorial Lecturer, Yale University, upon retirement (See Attachment A)

Agreement — Present — Right to use accumulated (approximately $2,000) research and travel fund, Yale University, even after retirement

Reimbursement — Carolyn Foundation — Minneapolis, MN

Reimbursement — International University College — Turin, Italy

Reimbursement — Yale University Law School — New Haven, CT

Reimbursement — Canadian Institute of Advanced Legal Studies — Cambridge, England

Reimbursement — Harvard Law School — Cambridge, MA

Reimbursement — University of Pisa, Italy — Pisa, Italy

Reimbursement — Yale University Law School — New Haven, CT

Reimbursement — University of Messina, Italy — Taormina, Italy

Reimbursement — University of Bologna, Italy — Ravenna, Italy

Reimbursement — Collegio Carlo Alberto, Turin, Italy — Alessandria, Italy

Reimbursement — International U. College, Turin, Italy — Alessandria, Italy

Reimbursement — University of Piemonte — Alessandna, Italy

Reimbursement — Yale University Law School — New Haven, CT

Reimbursement — Ohio State University Law Schoo! — Columbus, Ohio

Reimbursement — Giuffre Publisher — Rome, Italy

Reimbursement — Columbia University Law School — New York, NY

Income — 2007 — Yale University - part-time teaching — $24.767.00

Income — 2007 — Yale University Press - royalties for previously written book — $743.00

Income — 2007 — W.W. Norton & Co. - royalties for previously written book — $113.00

Income — 2007 — Copyright Clearance Center - Copyright payments for previously written books, etc. — $149.00

Income — 2007 — Harvard University Press - royalties for previously written book — $ 100.00

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foie

=E LEELA VS

“* i

faculry.

Faculty with less than JU years oil 38

The coverage,

while comparable, is

benefit based on years of service.

benefits.

Faculty

different as it is des

igned to take a

dvantage of Medicars

gular faculty health

who are classified as

SO0Z or more are eligible tor the re

coverage.

-

Under current policy i

f a faculty member is classified

for retirement he

alth coverage even

as 50% or m

ore, he or she is not eligible

ice requirements because Medicare

{f he or she meets the ag

e and term of serv

gular health beneflrs

regulations stipulate tha

t anyone who 1

gs entitled to re

that benefit rathe

r than Medicare so retired

from their employer must receive

uld be covered under

the regular faculty

faculty listed as 50% or more wo

medical plan.

Dental Insurance

There is no University contri

bution to the Dental

available only to faculcy Ww

Plan, bur still the plan is

ho are half bine or

more.

Long-term Disability

Faculty classified

as 50X or mor

e are eligible for

disability program. The be

nefits of

coverage under the University’s long-term

that program terminate at age 70.

Flexible Benefits

The University re

quires cha a faculty member be

flexible benefits programs.

employed 50% or more

to participate in the

Group Life Insurance

ticipate in the group life

Faculty members may par

If employed less than half

{nsurance plan if employed half

time or more.

can be converted C

o a whole life policy.

rime, the group life insurance

-

Benefits Dollars

¢

Faculty

working half time or mor

a receive $27 per

id benefits or accepted a

g taxable

sonth which can be applied to faculty pa

income.

Scholarship Plan for Sons and Daughters

The benefit is available

to all recired faculty who

ntinuous y

ears prior to

meet the length ©

f service requirement -- gix co

rior and eight year

s of total

. receiving the benefit or four

continuous years p

service.

2