Karen Nelson Moore

2006

Ask Donna

Pull out the substance of this filing.

What was filed

  • 33

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • The Aspen Institute
  • Stanford Law School
  • Washington, DC; 6/23; speaker at New Law School Professors Program of professional association (transportation, meals)

As filed

Huntington Bank — Interest

KeyBank — Interest

Fidelity Spartan Ohio Muni Income — Int/Div — Sale

Fidelity Fidelity Fund — None — Sale

Fidelity Magellan Fund — None — Sale

Nicholas Fund, Inc — Int/Div

DWS Cash Investment Trust (fka Scudder) — Int/Div

DWS Managed Municipal Bonds (tka Scudder) — Int/Div

Dreyfus Municipal Money Market Fund — Int/Div

IRA Ohio Savings (certificate of deposit) — Interest

IRA T. Rowe Price New Horizons Fund — Int/Div

TIAA (Pension Fund) — Interest

CREF (Pension Fund) — None

Vanguard Windsor Fund (Retirement Fund) — Int/Div

Vanguard Wellington Fund (Retirement Fund) — Int/Div

Pension Plan--Dodge & Cox Stock Fund (X) — None — in frm 22

Pension Plan--Baron Asset Fund ‘NOTE: See Pt VIII” — Int/Div — Buy

SquireSanders & Dempsey Capital Contribution Account — None

Cash value life ins., Mass. Mutual Life Ins. — Interest — Premium

Pension Plan--Am Cent. Equity Inc. NOTE: See Pt VIII” — Int/Div — Buy

Pension Plan--Am Cent. Equity Inc. NOTE: See Pt VIII” — outto 17

Pension Plan--Fidelity Capital Appreciation “See Pt VIII” — Int/Div — Buy

Pension Plan--Fidelity Diversified Int'l "NOTE: See Pt VIII” — Int/Div — Buy

Pension Plan--Legg Mason Value NOTE See Pt VIIIT — Buy

Huntington Bank — Interest

Victory Tax-Free Money Market — Int/Div

National City Bank — Interest

Vanguard Explorer — Int/Div

Vanguard Windsor — Int/Div

Vanguard Small-Cap Growth Index — Int/Div

T. Rowe Price Growth Stock — Int/Div

Fidelity Magellan — Int/Div

IRA Capital World Growth & Income — Int/Div

Reimbursement — The Aspen Institute — Aspen, CO; 7/14-7/21; faculty for Justice and Society Program (transportation, meals, lodging)

Reimbursement — Stanford Law School — Stanford, CA; 3/17-3/18; law review symposium (transportation, meals, lodging)

Spouse's income — Association of American Law Schools — Washington, DC; 6/23; speaker at New Law School Professors Program of professional association (transportation, meals)

_ $e]

via INVESTMEN TS and TRUSTS income, value, transactions (Includes those of the spouse and dependent children. See pp. 34-60 of filing instructions.)

[] NONE (No reportable income, assets, or transactions.)

A

B

C

D

Income during

Gross value at end of

Description of Assets

Transactions during reporting period

(including trust assets)

reporting period

reporting period

1

@

0]

@

a)

0]

A)

“@

5)

Place "(X)" after each asset

Amount

Type (e.g

Value

Value

Type (e.g

Date

Value

Gain

Identity of

Code 1

div., rent

Method

exempt from prior disclosure

Code 2

buy, sell,

Month -

Code 2

Code 1

buyer/seller

(A-H)

orint.)

(-P)

Code 3

redemption)

Day

(-p)

(A-H)

(if private

QW

transaction)

35

IRA Growth Fund of Am

J

T

36.

IRA Investment Co of Am

Dividend

J

T

| 37. IRA Capital World Growth & Income BEE EEE EE

| 38. IRA Growth Fund of Am

Nd a

| 39. IRA Investment Co. of Am

Nd

| 40. Pension Plan--WFA Small Cap Val Z

a

|“ "oo

EN

|

N 42. Capital Income Builder Fund (X)

al A

:

|

Buy

HEN

C—O

1. Income Gain Codes

A =$1,000 or less

B =§1,001 - $2,500

C=52,501 - $5,000

D =$5,001 - $15,000

E=§15,001 - $50,000

(See Columns Bl and D4)

=$50,001 - $100,000

G =$100,001 - $1,000,000

H1 =$1,000,001 - $5,000,000

H2 =More than $5,000,000

2. Value Codes

=$15,000 or less

K =$15,001 - $50,000

=$§50,001 - $100,000

M =§100,001 - $250,000

(See Columns Cl and D3)

=$250,001 - $500,000

0 =§500,001 - $1,000,000

P1=§1,000,001 - $5,000,000

P2 =§5,000,001 - $25,000,000

3. Value Method Codes

P3 =§25,000,001 - $50,000,000

R =Cost (Real Estate Only)

P4 =More than $50,000,000

T =Cash Market

Q =Appraisal

V =Other

S =Assessment

(See Column C2)

U =Book Value

tte eee ee

W =Estimated

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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