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.