Edward Milton Chen
2018Annual
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What was filed
207
investments
10
positions
0
gifts
1
agreements
1
debts
1
reimbursements
2
income
2
spouse income
Named parties
- 8
- Schneider and
- Aragon
- Parsons Family
- Trust
- Trust #22 (ae)
- Trust #17
- Trust 220 (a )
- Limited Liability Co. #1 (IN
- Limited Liability Co. 22 (me
- Limited Luublaty Co. <5 (ss
- imited Lisbility Co. #4 (es
- Limited Liability Co. 45 (De )
- American Savings Bank
- Tilden-Kern Scholarship Program
- Trust #2 (sulary)
- Limited Liability Co. #5
- Trust #2 (Salary)
- Limited Liabilty Co. #8
As filed
Trust #2 (Trustee) (33% Interest) — Closed
Interfamily note (from Trust #8) (Inadvertemtly included in — Redeemed — 8
2008 Report)
Bank of Amenca (accounts) — Interest — Closed
Sterling Bank & Trust (account) — Interest — Closed
Aegon NV stock — Interest — Sold
Limited Partnership #3 pum EE )
9.5% Interest)
Commercial Property #3 (San Francisco, CA) — Rent
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
Condommium #1 {Kohala Coast, HI) — Rent
El Dorado Hospitality, LLC — Rent
Sterling Bank & Trust (account) — Interest
Cathay Bank (account) — Interest
Limited Partnership £5 En
EEE ) (20.5% Interest)
Commercial Property #4 (Sacramento, CA) — Rent
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
East-West Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Limited Liability Company #2 pum I)
Limited Partnership 45 owns 25% Interest)
LCommercial Property #8 (San Rafael, CA) — Rent
Bunk of America (account) — Interest
Sterling Bank & Trust (account) — Interest
East-West Bank (account) — Interest
First Republic Bank (account) — Interest
Cathay Bank (account) — Interest
Bank of America (accounts) (Although dissolved, one administration — Interest
bank account remamed open)
Realty Co. #1 mm .) (stock) 133% interest) — Interest — Closed
Bank of America (accounts) (Although dissolved, one administration — Interest — Closed
bank account remamed open)
Life Insurance Policies - New York Life Ins, Co. (Whole Life Policies) — Interest
Trust #5 (Co-Trustee only) {No ownership)
Cathay Bank (account) — Interest
East-West Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
First Republic Bank (account) — Interest
Limited Liability Co. #3 INNS I (24% Interest)
Commercial Property #7 (Sacramento, CA) — Rent
Sterling Bank & Trust (account) — Interest
First Republic Bank (accounts) — Interest
Bank of America (accounts) — Interest
East West Bank {accounts ) — Interest
Cathay Bank (accounts) — Interest
Limited Liability Co. #7 SE I (13.3% Interest)
Commercial Property #8 (Sacramento, CA) — Reat
Bank of America (accounts) — Interest
Cathay Bank (account) — Interest
Limited Partnership #2 I
0.88% Interest)
Commercial Property #2 (San Francisco, CA) — Ret
Bank of America (accounts) — Interest
Cathay Bank (account) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Memill Lynch - IRA
Cash Account - Merrill Lynch — Interest
Calvert Social Investment Fund Balanced Portfolio — Int/Div
Ariel Appreciation Fund — Int/Div
Calvert Social Index — Int/Div
Templeton Foreign Fund — Int/Div
Templeton Developing — Int/Div
Memill Lynch - IRA
Cash Account - Merrill Lynch — Interest
Calvert Social Investment Fund Balanced Portfolio — Int/Div
Franklink U.S. Government Series Class A — Int/Div
Calvert Large Cap Core — Int/Div
Templeton Developing — Int/Div
Templeton Foreign Fund — Int/Div
Lincoln Financial Group (403(b))
LVIP UBS Global Asset Allocation — Int/Div
LVIP Delaware Social Awareness — Int/Div
Bank of America (accounts) — Interest
Sterling Bank & Trust (accounts) — Interest
Ally Bank (account) — Interest
Trust #16 (Trustee only) (No ownership)
Bank of America (account) — Interest
Sterling Bank & Trust (account) — Interest
Cathay Bank (account) — Interest
Limited Partnership #2 ie dit Me He
26.69% Interest)
Commercial Property #2 (San Francisco, CA) — Rent
Bank of America (accounts) — Interest
Cathay Bank (account) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Lumted Liabihty Co. ¥4 IR [
Bank of Amenca (account) — Interest
Limited Partnership #1 —
Limited Liability Co. #4 owns 1% Interest)
Limited Liability Co. 25 Imm Bm) (Limited
Partnership £1 owes 25% Interest)
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Commercial Property #1 (San Francisco, CA) — Rent
Limited Partnership #2 = ATSC DRS EL
Limited Liability Co. #4 owns 1% Interest)
Commercial Property #2 (San Francisco, CA) — Ret
Bank of America (accounts) — Interest
Cathay Bank (account) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Rent
Limited Partnership 45 qumm— [1]
LLC 24 owns 1% Interest)
Commercial Property #4 (Sacramento, CA) — Rent
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
East-West Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Limited Liability Company #2 I Pa (Limited
Partnership £5 owns 25% Interest)
Commercial Property #8 (San Rafael, CA) — Rent
Bank of America (account) — Interest
Sterling Bank & Trust (account) — Interest
East-West Bank (account) — Interest
First Republic Bank (account) — Interest
Cathay Bank (account) — Interest
Lumted Liabihty Co. #6 ( [. 150.5%)
Bank of America (account) — Interest
First Republic Bank {account) — Interest
Sterling Bank & Trust (account) — Interest
Cathay Bank (account) — Interest
Condominium 2S (Maui. HD) — Rent
Commercial Condominium (San Francisco, CA) — Rent
Commercial Property #12 (San Rafael) — Rent
Condomimium £6 (Maui, HI) — Rent
Cathay Bank (account) (Erroneously included twice in 2018 Report)
Commercial Property #13 (Novato, CA) — Reat — Buy — Schneider and
151 — Aragon
Commercia Property #14 (Goleta, CA) — Rent — Buy — Parsons Family
153, — Trust
Lumited Liabihty Co. #7 am BE (Manager only)
No ownership)
Commercial Property #8 { Sacramento, CA) — Rent
Bank of America (accounts) — Interest
Cathay Bank (account) — Interest
BST Hospitality, LLC — Int/Div
Trust #17
Commercial Property #11 (Petaluma, CA) — Reat
Bank of America (account) — Interest
Sterling Bank & Trust (account) — Interest
Trust #18 (Trustee only) (No ownership interest)
East-West Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Cathay Bank (account) — Interest
First Republic Bank — Interest — Closed
Bank of Amenca — Interest
Trust £19
Bank of America (account) — Interest
Limited Liability Co. #1 (pum I (77% Interest)
Commercial Building #9 (San Francisco, CA) — Rent
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
East-West Bank (account) — Interest — Closed
Condominium 22 (Maui, HI) — Rent
Condominium #3 (Santa Barbara, CA) — Rent
Commercial Condominium (San Francisco, CA) — Reat
Trust #20 gmmmm Trustee)
Bank of America (account) — Int/Div
Limited Laabnity Co. #1 WE (22% Interest)
Commercial Building #9 {San Francisco, CA) — Rent
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
East-West Bank (account) — Interest
Condominium £2 (Maui, HI) — Rent
Condominium #3 (Santa Barbara, CA) — Rent
Limited Partnership #3 (49.5% Interest)
Commercial Property #3 (San Francisco, CA) — Rent
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
Condominium #1 (Kohala Coast, HI) — Rent
El Dorado Hospitality, LLC — Int/Div
Sterling Bank & Trust (account) — Interest
Cathay Bank (account) — Interest
Limited Liability Co. #5 (Limited Partmership #1
owns 25% Interest)
Bank of America (accounts) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Commercial Property #1 {San Francisco, CA) — Rent
Limited Liability Co. #6 (49.5% Interest)
Provident Credit Union (account) — Interest
Bank of America (account) — Interest
First Republic Bank (account) — Interest
Sterling Bank & Trust (account) — Interest
Condominium £5 (Maui. HD) — Reat
Commercial Condominium (San Francisco, CA) — Rent
Sterling Bank & Trust (account) — Interest
Commercial Property #12 (San Rafael) — Rent
LCondominium #6 (Maui, HD — Reat
Cathay Bank (account) — Interest
Limited Liability Co. #3 (26% Interest)
Commercial Property #7 (Sacramento, CA) — Rent
Sterling Bank & Trust (account) — Interest
First Republic Bank (accounts) — Interest
Bank of America (accounts) — Interest
East West Bank {accounts ) — Interest
Cathay Bank (accounts) — Interest
Limited Liability Co. #8 (Manager only) — Int/Div — Open
Bank of America (accunts) — Interest — Open
Employee, Trust #22 (ae)
Trustee, Trust #17
Trustee
Trustor, Trust 220 (a )
Officer & Director
Manager, Limited Liability Co. #1 (IN
Manager, Limited Liability Co. 22 (me
Manager, Limited Luublaty Co. <5 (ss
Manager, imited Lisbility Co. #4 (es
Manager, Limited Liability Co. 45 (De )
Agreement — 1991 — ACLU Employees - Defined Benefit Pension Plan, no control
Liability — American Savings Bank — Co-signer on mortgage condominium mvestment
Reimbursement — Tilden-Kern Scholarship Program — and select RTK Scholar Recipients — tansportation
Income — 2018 — Trust #2 (sulary) — S20.214.00
Income — 2018 — Limited Liability Co. #5 — $6738.00
Spouse's income — 2018 — Trust #2 (Salary)
Spouse's income — 2018 — Limited Liabilty Co. #8
Values and income are based on pro-rata interests owned by filer and (or in which filer JS has a beneficial interest).
AMENDED REPORT Correcton/Clarification: LLC #4 holds an interest in each of the following entities: LP #1, LP #2, LP #5, as well as the Bank of America
cash account, LP #1 holds un interest in LLC #5 with the assets held listged below that line up until the next entity listed, LP #2. The double dash is intended to
ussist with this reporting.
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.