Sidney Allen Fitzwater
2006
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Pull out the substance of this filing.
What was filed
14
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
2
spouse income
Named parties
- Estate # 3 (See Part VIII for explanation of why no assets owned or held by the Estate are reported in Part VII).
- = ord = = A => bs ¢ oY
- 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
American Century Income & Growth Fund — Int/Div — Sell
UBS Bank USA Deposit Acct. — Interest
3M Corp. Common Stock — Int/Div
J.P. Morgan Chase & Co. Common Stock — Int/Div
Trust #2 (Nos. 7-13) (See Part VIII) — Int/Div
UBS Resource Mgmt. Acct (Money Market Portfolio)
Calamos Growth Fund
Lord Abbett Affiliated Fund
Calamos Growth and Income Fund (See Part VII — Int/Div
Lord Abbett Affiliated Fund (See Part VIII) — Int/Div
Lord Abbett All Value Fund (See Part VIII) — Int/Div
MFS Research Bond Fund — Int/Div
Co-Executor, Estate # 3 (See Part VIII for explanation of why no assets owned or held by the Estate are reported in Part VII).
5, = ord = = A => bs ¢ oY
Reimbursement — The Freedom Forum, Arlington, VA (First Amendment Center, Inc., Nashville, TN) — Feb. 23-25, Nashville, TN (airfare, hotel, transportation, food) to judge First Amendment Center at Vanderbilt moot court competition
Spouse's income — Jan. 2006 — Self-employed seasonal sales assistance
Spouse's income — June 2006 — Self-employed seasonal sales assistance
Part I
No assets are reported in Part VII for Estate # 3 because I became Co-Executor in 2007, upon the death of the
under whose will I was appointed.
Under the instructions for the 2006 Financial Dislosure Report, for positions, "the reporting period consists of the calendar year preceding the date of the report,
and the time to the date of the report." See page 9. The reporting period for assets owned or held by the Estate, however, "is the calendar year preceding the date
of the report." See page 35. Because the Estate was not created until 2007, there are no assets to report in Part VII.
The Estate has been designated Estate # 3 to differentiate it from Trust # 1 and Trust # 2, which have been referred to in this and/or prior reports.
Part VII, Item Nos. 7-13 (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 except for the combination of
interest and dividends. The Trust income includes dividends and capital gains eamed by funds and diskibuted to fund owners. All income has been reported in
column B(1).
Part VII, Item No. 11
Column D(4) is left blank because this asset was sold at a loss.
Part VII, Item Nos. 14, 15, 16, and 18
The type of income disclosed for these assets is "Dividend." These funds include income in the form of dividends and/or capital gains earned 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.