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.

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Sidney Allen Fitzwater | Frix