# Joan B. Gottschall > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/25961 ## Record - **Judge:** Joan B. Gottschall - **Year:** 2008 - **Pages:** 16 ## Text Vanguard Wellington Fund — Int/Div Vanguard Wellesley Fund — Int/Div Vanguard Index Trust — Int/Div Vanguard Prime Portfolio — Int/Div Van Kampen Emerging Growth Fund (ren amed Strategic Growth A) — None — Sold — Pt. VIII, n. 4 US Treasury Strip (11-15-09) — None Fed Empl Credit Union Acts — Interest IBM common stock — Int/Div Sr.Hi Inc Port. (renamed BlackRock Sr.Hi.l ne) — Int/Div — Sold — Pt. VIII, n.4 Time Wamer c/stock — Int/Div — Sold Intel c/stock — Int/Div Waste Management c/stock — Int/Div Vanguard Tax-Managed Growth & Income Fund — Int/Div Hewlett-Packard c/stock — Int/Div Caremark c/stock (Now CVS Caremark) — Int/Div MEFS Mid-Cap Growth Fund B — None Putmam New Value Fund — None — Sold MFS Value Fund B — Int/Div — Pt. VIII, #3 Vanguard Capital Opportunity Fund — Int/Div BlackRock Large Cap Value — Int/Div BlackRock Value Opportunities — Int/Div I Shares Russell 1000 Growth Index Fd. — Int/Div — Buy — more Third Avenue Fund — Int/Div — Buy — more Third Avenue Fund — Int/Div — Sold I Shares Russell Midcap Index Fd. — Int/Div — Buy — more I Shares Russell 2000 Growth Index Fd. — Int/Div Vanguard Intem'l Eq. Idx. Emerg. Mkt. Etf — Int/Div — Buy — more I Shares Russell 2000 Index Fd — Int/Div I Shares Russell Midcap Growth Index — Int/Div JP Morgan Growth Advantage Fd. — None — Buy — more JP Morgan Intrepid Intem'l Fd — Int/Div — Buy — more JPMorgan Intrepid Intern] Fd. — Int/Div — Sold (part) JP Morgan Asia Equity Fd — Int/Div — Buy — more JPMorgan Asia Equity Fd. — Int/Div — Sold (part) JP Morgan Tax Aware Short Intrmed Inc — Int/Div JP Morgan Intermed. Tx. Free Bond — Int/Div — Buy — more JP Morgan Tax Aware Real Ret. Fd. — Int/Div — Buy — more JP Morgan Intrepid Growth Fd. — None — Buy — more JPMorgan Intrepid Growth Fd. — None — Sold Fidelity Adv. Hi Inc Advantage Fd. — Int/Div — Buy — more Fidelity Adv. Hi Inc Advantage Fd — Int/Div — Buy — more Harbor Fd. Intem'l Fd. Instl C1 — Int/Div — Buy — more JP Morgan US Large Cap Core Plus — Int/Div JP Morgan US Equity Fd. — Int/Div — Buy — more JP Morgan Intrepid America Fd. — Int/Div — Buy — more JPMorgan Intrepid America Fd. — Int/Div — Buy — more JP Morgan/Chase checking account — Interest — changes JP Morgan/Chase savings account — Interest — changes JP Morgan Chase 100% US Treasury MM Fd. (asset acct) — Int/Div — Part VIII, n.2 JP Morgan Chase 100% US Treasury MM Fd. (investment acct) — Int/Div — Part VIII, n.2 JP Morgan Chase 100% US Treasury MM Fd. (retirement account) — Int/Div — Part VIII, n.2 JP Morgan Chase CD — Interest — Matured JPMorgan Chase CD — Interest — Buy JPMorgan Chase CD — Interest — Matured JPMorgan Short Duration Bd. Fd. — Interest — Buy IShares Tr US Treas. Infln.Prot.Secs. Fd. — Int/Div — Buy — Barclays Tips Bd. JPMorgan Intem’'l Value Fund — Int/Div — Buy JPMorgan Highbridge Stat Mkt Neut Fd — Int/Div — Buy Manning & Napier Fd Inc New Eq Ser — Int/Div — Buy Spdr Tr Unit Ser 1 — Int/Div — Buy Eaton Vance Invt Tr Lg Cap Value Fd — Int/Div — Buy Dodge & Cox Fds Intl Stk Fd — Int/Div — Buy Member, Visiting Committee to the Divinity School, University of Chicago Member, Board of Directors, Illinois Humanities Council Member, Board of Directors, Martin Marty Center at the University of Chicago Divinity School Income — See Section VIII, note 1 — $0.00 associations.” Memorandum from James C. Duff to Judges, U.S. Courts (Oct. 20 2008) You inquire whether your acceptance of privileges at the Union League Club (“Club”) for a monthly fee of $73 violates the honorary club membership restriction. Information about the Club and your privileges is contained in your inquiry and in a memorandum that you supplied from another privilege holder who is a federal district judge in Chicago The Club offers seventeen membership categories, including “Honorary Members,” but judges do not participate under any of these membership categories. Instead, the Club offers judges access to Club facilities and services as “Judicial Privilege Holders The Club has similar Privilege Holder categories for clergy, distinguished artists, elected officials, consuls general, military officers, and relatives of members. Privilege Holders have restricted rights in the Club; they may not vote, hold any office in the Club, or serve on a standing committee Each Judicial Privilege Holder pays a $73 monthly fee, the same fee that is charged to clergy and military Privilege Holders. Consuls general, distinguished artists, and elected officials pay no monthly fee. The $73 fee is equal to the fee charged to the youngest class of Members. Privilege Holders may eat at the Club host banquets and other meetings, use the barber shop, and stay in the hotel rooms Privilege Holders pay the same amount for these services as regular Members. Services available to Privilege Holders do not include the Club’s athletic facilities, for which an extra monthly fee is required. Members’ fees rise over time (to a high of $245 a month), but the Club only raises the Privilege Holder/young Member fee occasionally to cover increased overhead costs. The Club has indicated that the $73 monthly fee more than covers the overhead costs incurred by the Club with respect to each individual in that dues category. According to section (a)(1) of the Club Amendment, the term “gift” takes its meaning from section 109(5) of the Ethics in Government Act, 5 U.S.C. App., and includes “a payment, advance, forbearance, rendering, or deposit of money, or anything of value, unless consideration of equal or greater value is received by the donor.” While the terms “honorary” and mbership” are not defined, the statute appears to apply to gifts of special access privileges extended to judges because of their office and offered at a rate below that paid by individuals who are not judges --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25961. Public record. Not legal advice.