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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

  • 38

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 4

    income

  • 0

    spouse income

Named parties

  • of Report 06/15/2007 VALUE UE CODE
  • or
  • Advisory Council, Transparency International
  • Editorial Board, American Journal of Jurisprudence
  • President's Council, Graduate Theological Scheel = —
  • Ww — ~~ a it = Ca — [omy oh =
  • Bay View Associaton of the United Methodist Church, Bay View. MI
  • College of the Holy Cross, Worcester, MA
  • National University of Ireland, Trinity College, Galway and Dublin, Ireland
  • Abash College, Crawfordsville, IN
  • The Catholic University of America Law Review, Washington, DC
  • Stipend: College of the Holy Cross
  • Pension: United §
  • Royalty-University of Notre Dame
  • Royalty-West Group Foundation Press

As filed

1 2 3 4 5. ) 3 1. 2. 3. 4. — ge by GT NC CTA ONC — lu 0 10 I" 0 jl — of Report 06/15/2007 VALUE UE CODE

Fidelity Magellan Fund — Int/Div

Fidelity CA Muni Income Fund (formerly Spartan CA Muni Fd) — Interest

BPP.L.C — Int/Div

Wells Fargo Checking Account — Interest

Wells Fargo Market Rate Account — Int/Div

Wells Fargo IRAs — Interest

Dreyfus Insured Muni Bond Fund — Int/Div

Teachers Insurance and Annuity Association — Interest

Scudder Int'l Bond Fund — Int/Div

Wells Fargo Investments-Thomburg Investment Trust — Int/Div

Brokerage Account Number 1 Bear Stearns

JP Morgan Chase — Int/Div

General Mills — Int/Div

Procter & Gamble Common — Int/Div

Raytheon — Int/Div — Sell

Neurobiological Technologies — None

BPP.LC — Int/Div

Coca Cola Common — Int/Div

Solutia, Inc — None — Closed

Darden Restaurants, Inc — None — Sell

Eli Lilly Corporation — Int/Div

IBM Common — Int/Div

Fortune Brands — Int/Div

ACCO Brands Corporation — None — Sell

Monsanto — Int/Div

Pfizer — Int/Div

J.M. Smucker — None — Closed

GNMA Pass Through Pools — Interest

Calvert Social Investment Fund — Interest

Olstein Financial Alert Fund — Interest — Buy

Bear Stearns Tempfund — Interest — Buy

Bear Stearns Tempfund — Buy

Bear Stearns Tempfund — Buy

Fleet Large Cap Growth Fund — Sell

Fleet MA Intermediate Term Tax Exempt Bond Fund — Buy

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

Fleet Large Cap Value Fund — Sell

President and Direct, or

Member, Advisory Council, Transparency International

Member, Editorial Board, American Journal of Jurisprudence

4, Member, President's Council, Graduate Theological Scheel = —

5, Ww — ~~ a it = Ca — [omy oh =

Reimbursement — Bay View Associaton of the United Methodist Church, Bay View. MI — 08/20/06-08/25/06, Travel

Reimbursement — College of the Holy Cross, Worcester, MA — 05/11/06-05/14/06, Travel, Meal, Lodging rr ete S iio

Reimbursement — National University of Ireland, Trinity College, Galway and Dublin, Ireland — 04/09/06-04/12/06, Travel a

Reimbursement — Abash College, Crawfordsville, IN — 03/28/06-03/30/06, Travel, Meal

Reimbursement — The Catholic University of America Law Review, Washington, DC — 01/29/06-02/01/06, Travel, Lodging i A ey

Income — 2006 — Stipend: College of the Holy Cross — $ 2,000.00

Income — 2006 — Pension: United § — States Social Security

Income — 2006 — Royalty-University of Notre Dame — $2794.22

Income — 2006 — Royalty-West Group Foundation Press — $2346.02

Two trusts referred to in this report are as follow:

1

rust: Th

rust was created by,

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

into three shares.

S—

e trustee has discretion to pay the income and prin

oo.

cipal of my share to me

2

976 Trust:

976 Trust was formed b

n 1976 and became irrevocable on his death in 1987. On his death the

property was divided into equal

a—

and me. The trustee has discretion to p

-—

ay some or all of the net income or principal of my share to

me

The trust terminates on the de

—

OI me an

:

A te remainder going to

Po

3. The income of both trusts was paid by the trustee in 2006 to my (ove 21 years of age. At the request of the Committee on Financial Disclosure,

I have summarized the reports I have received.

In April 2000, Fleet Bank acquired the Bank of Boston and became the trustee of the above trusts. The trusts were also subdivided into distinct trusts for each of

th

f the grantors, so that there is now a distinct trust for me and my family under the same trust instruments. Report is not made here of the sales

of 0

ots (typically 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 performed by the money market Boston 1784 funds; investments in these money market funds 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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