Sidney Allen Fitzwater

2005

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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • note in Part VIII
  • ron ~~ fC
  • The Freedom Forum, Arlington, VA (First Amendment Center, Inc Nashville. TN)
  • Self-employed seasonal sales assistance

As filed

U.S. Series EE Bond — None

Washington Mutual Investors Fund (1984 IRA-Mutual Fund) — Int/Div

Exxon Mobil Corp. Common Stock — Int/Div — Sell

American Century Income & Growth Fund — Int/Div

Coca Cola Co. Common Stock — Int/Div — Sell — note in Part VIII

UBS Bank USA Deposit Acct — Interest

3M Corp. Common Stock — Int/Div

J.P. Morgan Chase & Co. Common Stock — Int/Div

Trust # 2 (Nos. 10-17) (See Part VIII) — Int/Div

UBS Resource Mgmt. Acct (Money Market Portfolio)

Calamos Growth Fund

Lord Abbett Affiliated Fund

MFS Research Bond Fund — part

UBS U.S. Allocation Fund — Sell

Calamos Growth and Income Fund

UBS Global Allocation Fund — Buy

Calamos Growth and Income Fund (See Part VIII) — Int/Div

Lord Abbett Affiliated Fund (See Part VII — Int/Div

Lord Abbett All Value Fund (See Part VII) — Int/Div

MFS Research Bond Fund (See Part VIII) — Int/Div

UBS S&P 500 Index Fund — Sell

UBS Global Allocation Fund (See Part VIII) — Int/Div — Buy

UBS Global Allocation Fund (See Part VIII) — part

2., ron ~~ fC

Reimbursement — The Freedom Forum, Arlington, VA (First Amendment Center, Inc Nashville. TN) — Feb. 24-25, Nashville, TN (airfare, hotel, transportation, food) to judge First Amendment Center at Vanderbilt moot court competition

Spouse's income — Jan. 2005 — Self-employed seasonal sales assistance

Spouse's income — June 2005 — Self-employed seasonal sales assistance

Part VII (Items omitted from 2005 Financial Disclosure Report that were included in 2004 Financial Disclosure Report)

Item Nos. 3 (one bond), S, 7, 10, and 23 reported in my 2004 Financial Disclosure Report do not have corresponding entries in my 2005 Financial Disclosure

Report because these assets are no longer reportable.

Additionally, item No. 24 in my 2004 Financial Disclosure Report is no longer reportable because the asset income and value declined below the reporting

threshold.

Part VII, Item No. 1

In column D(4) the "gain" equals the accrued interest paid at the time the bond was redeemed. Were the "gain" reported in column B(1) as interest income, the

amount code would be the same, and column B(2) would change from "None" to "Interest."

Part VII, Item No. 6

Column D(4) is left blank because this asset was sold at a loss.

Part VII, Item Nos. 10-17 (Trust # 2)

The type of income disclosed for Trust # 2 is "Dividend." The form does not allow the filer to report multiple types of income. The income includes dividends and

capital gains. All income has been reported in column B(1).

Part VII, Item Nos. 18, 19, 20, 21, and 23

The type of income disclosed for these assets is "Dividend." The form doesnot allow the filer to report multiple types of income. These funds include income in

the form of dividends and/or capital gains eammed by the funds and distributed to fund owners. All such income has been reported in column B(1).

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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Sidney Allen Fitzwater | Frix