Michael Martin Mihm
2008
Ask Donna
Pull out the substance of this filing.
What was filed
34
investments
3
positions
0
gifts
0
agreements
1
debts
6
reimbursements
2
income
0
spouse income
Named parties
- Abraham Lincoln Inns of Court - Peoria
- Forest Park Foundation - Peona
- U.S. Russia Foundation for’Economic Advancement & Rule of Law
- New York Life Insurance Company
- Economic Advancement & Rul e of Law
- Economic Advancement & Rul eof Law
- U.S. Russian Foundation for Economic Advancement & Rul
- Of Law
- eek long accelerated trial advocacy courses in calendar year 2008. (Cont Part VIII)
- State Department Grant (see explanation Part VIII)
As filed
AXA Elite Annuity (see explanation Part VI m — Int/Div
Morgan Stanley (sp) Nationwide Elite Ve nue IRA (See Part 8) — None
Morgan Stanley Active Asset Money Trust and Money Market — Interest
Southside Bank Savings — Interest
Southside Bank Savings (sp)(See exp. Part VID — None
U.S. Treasury I Bond — Interest
U.S. Treasury ! Bond — Interest
U.S. Treasury Bond — Interest
U.S. Treasury ] Bond — Interest
Allianz CCM Mid CAPA M/F — Int/Div
DWS Dreman High Return Eqa M/F — Int/Div
Davis Real Estate A M/F — Int/Div
Fidelity Adv Dvrsfd Int A M/F — Int/Div
American GR FD of America F M/F — Int/Div
Janus Mid Cap Value Inv M/F — Int/Div
Pimco Total Return A M/F — Int/Div
Vitrus Multi-Sector S/T BD A (fka Phoenix MultiSector M/F — Int/Div
RS Partners Fund A M/F — Int/Div
T Rowe Price Eqi-Inc Adv M/F — Int/Div
Lazard Emerging Markets M/F — Int/Div
Thomburg Int. Value A M/F — Int/Div
Legg Mason PRTNRS IN-TRM Munic C (See exp. part VIII) — Interest — Buy
New York Life Insurance Whole Life (See exp. part VIII) — Int/Div
EQ/AXA Rosenberg Value — None
EQ/Int. Core Plus — None
EQ/Cap. Guardian Research — None
EQ/Marisco Focus — None
EQ/Gamco Small Cp. Value — None
EQ/Gamco Merger Acquisit — None
EQ/Lord AbbettMid Cap UA — None
EQ/Van Kampen Comstock — None
EQ/Van Kampen Real Estate — None
NW NVIT Inv. Dest. Moda ggR2 — None
MVA/GTO 5 year — None
Director, Abraham Lincoln Inns of Court - Peoria
Board of Directors, Forest Park Foundation - Peona
Board of Directors, U.S. Russia Foundation for’Economic Advancement & Rule of Law
Liability — New York Life Insurance Company — Loan on value of whole life insurance
Reimbursement — Economic Advancement & Rul e of Law — baa Lips Bata — pt dS ahd bt
Reimbursement — Economic Advancement & Rul e of Law — bata eel i — alba l Siaai. ] — phaiiiied iiaeiiiaiiiatia dian. diab Shaaban
Reimbursement — Economic Advancement & Rul eof Law
Reimbursement — U.S. Russian Foundation for Economic Advancement & Rul — 11/05/2008 - 11/06/20 08 — Washington, DC — Board Meeting — Transportation, loding, food, misc
Reimbursement — Of Law
Reimbursement — Economic Advancement & Rul eof Law — 08 Lh sli — Dut Sinai jada odd — rasa a ry Ne pr DOAN
Income — eek long accelerated trial advocacy courses in calendar year 2008. (Cont Part VIII)
Income — 2008 — State Department Grant (see explanation Part VIII) — $3,900.00
Continued explanation from Part I11-A, line 1 - Courses taught January and August. Vacation time was used. $6,000 for January session, $6,000 for August
session. Line 2 - Grant was to defray expenses for trip to China to give Rule of Law lectures for the U.S. State Department at universities and courts. This was
reported as item #8 under reimbursements (Part IV) last year. 1did not receive payment until January 2009. I did not originally understand it would be considered
income. Reported the $3,900 as income on 2008 income tax return.
Part VII - line 1 - AXA Elite Annuity is invested 9 mutual funds - those are now listed in Part VII, lines 24-32. Have not previously listed individually. List same
as last year.
Part VII - line 2 - Morgan Stanley @) Nationwide Venue IRA. Two Mutual funds in IRA. 1didn't list them before. They are now listed on lines 33 & 34. No
change from last year.
Part VII - line 5 - Sa Side Savings Bank @. Has been listed as savings account with interest. That is amistake. Isactually a checkingaccount. (DP
Part VII - line 22 - Legg Mason Prtnrs IN-TRM Muni C. This is a tax free Municipal Bond purchased with funds from the Morgan Stanley Asset Money
TrustUMoney Market.
Part VII - line 23 - New York Life Insurance Whole Life Policies. Have had these policies for many years. Didn't realize until recently I was supposed to report
the dividends, which I have always used to pay part of interest on the debt on the policies.
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.