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What was filed

  • 14

    investments

  • 6

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 5

    income

  • 0

    spouse income

Named parties

  • Thomas More-Jacques Maritain Institute (non-profit cultural organization)
  • The American Poetry & Literacy Project
  • Advisory Council, Transparency International
  • Editorial Board, American Journal of Jurisprudence
  • Institute for Advanced Catholic Studies
  • President's Council, Graduate Theological School
  • Catholic University of America, Washington, D.C
  • Brandeis University, Waltham, MA
  • Villanova University Law School, Villanova, PA
  • Institute for Advanced Catholic Studies, Cambridge, MA
  • Unversity of Portland, Portland, OR
  • Catholic University of America Law School,
  • Stipend: University of Pennsylvania
  • Pension: University of California
  • Pension: United States Social Security
  • Royalty-University of Notre Dame
  • Royalty-West Group Foundation Press

As filed

Fidelity Magellan Fund — Int/Div

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

3.BPP.LC — 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

Fleet MA Intermedeiate Term Tax Exempt Bond Fund — Buy

Fleet International Equity Fund — Sell

Fleet Large Cap Value Fund 55. -Fleet Mid Cap Growth Fund — Sell }

President and Director rrr re eo a, Thomas More-Jacques Maritain Institute (non-profit cultural organization)

Director : ee Sh eer a——ee Se ———— i ————————————, The American Poetry & Literacy Project

Member, Advisory Council, Transparency International

Member, Editorial Board, American Journal of Jurisprudence

Director ————————— ier — So ————————, Institute for Advanced Catholic Studies

Member tr ———————————orr ees —— pitt Se Ae, President's Council, Graduate Theological School

Agreement — 07/01/86 — University of California pension based on service -—

Reimbursement — Catholic University of America, Washington, D.C — 10/17/05-10/20/05, Travel

Reimbursement — Brandeis University, Waltham, MA — 9/18/05-9/19/05, Travel

Reimbursement — Villanova University Law School, Villanova, PA — 9/16/05, Travel, Meals

Reimbursement — Institute for Advanced Catholic Studies, Cambridge, MA — 7/13/05-7/15/05, Travel

Reimbursement — Unversity of Portland, Portland, OR — 6/02/05-6/03/05, Travel

Reimbursement — Catholic University of America Law School, — Washington, D.C

Income — 2005 — Stipend: University of Pennsylvania — $ 5,000.00

Income — 2005 — Pension: University of California — $39,297.39

Income — 2005 — Pension: United States Social Security — $28,171.80

Income — 2005 — Royalty-University of Notre Dame — $3,783.82

Income — 2005 — Royalty-West Group Foundation Press — $3,265.18

Two trusts referred to in this report are as follow:

1

Trust:

Trust was created by QE

int

0 three shares. The trust

_—

N_—

© has discretion to pay the income and principal

n December 15, 1976. Tt — 4 evocable only death in 1990 and divided

2

976 Trust:

in 1976 and became irrevocable o

w—

death in 1987. O

death the

property was divided into equal shares for

The trustee has discretion to pay some or all of the net 1

ncome or principal of my share to

The trust terminates on the dea!

{

3. The income of both trusts was paid by the trustee in 2005 to

TTY 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

the

of the grantors, so that there is now a distinct trust for me

of odd lots (typically one or two shares) made to make it easier to divide the trusts into

under the same trust instruments. Report is not made here of the sales

ds. The money market fund, Galaxy, was arranged by Fleet to take over

ney market funds are noted on an annual basis.

the functions performed by the money market Boston 1734 funds; investments in these mo!

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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