Edward Milton Chen

2018Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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