Lucy Haeran Koh
2019
Ask Donna
Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
0
debts
5
reimbursements
0
income
4
spouse income
Named parties
- American Bar Association
- Korean American Bar Association of Southern California
- American Constitution Society
- Opperman Foundation
- State of California -- salary
- Stanford University -- salary
- New York University -- salary
- Thomson/Reuters -- book royalty
As filed
Wells Fargo Accounts — Interest
State of California Savings Plus Program — None
American Funds Washington Mutual R6 — None
Nationwide Geneva Small Cap Gr R6 — None
Dodge & Cox Balanced — None
Lord Abbett Total Return R5 — None
Vanguard Instl Target Retirement 2035 Ins — None
Vanguard Inst Target Retirement 2035 — Int./Div.
AMG Managers Fairpointe Mid Cap N — Dividend
Invesco CollegeBound Age Based Portfolio — None
TIAA CREF ScholarShare Active Age- Based Portfolio — None
Reimbursement — American Bar Association — 03/27/2019-03/29/2019 — 9 Vancouver, Canada — Serve as Cyberspace Committee Program Co- Chair at Spring Meeting — Airfare, ground transporation, meals, hotel
Reimbursement — Korean American Bar Association of Southern California — 04/10/2019 — Los Angeles, CA — Serve as Keynote Speaker at Annual Board Installation and Awards Dinner — Airfare, meal
Reimbursement — American Constitution Society — 06/06/2019-06/08-2019 — 9 Washington, D.C. — Attend National Convention — Airfare, parking, meals, hotel
Reimbursement — Opperman Foundation — 07/16/2019-07/17/2019 — 9 Los Angeles, CA — Serve on Devitt Committee to select Devitt Award recipient — Airfare, ground transportation, meals, hotel
Reimbursement — Opperman Foundation — 10/16/2019-10/18/2019 — 9 Washington, D.C. — Attend Devitt Award Ceremony at U.S. Supremre Court — Airfare, ground transportation, meals, hotel
Spouse's income — 2019 — State of California -- salary
Spouse's income — 2019 — Stanford University -- salary
Spouse's income — 2019 — New York University -- salary
Spouse's income — 2019 — Thomson/Reuters -- book royalty
Part VII. Investments and Trusts
As stated in my 2018 Financail Disclosure, my husband's retirement account changed names in 2018 from Vanguard Target Retirement 2035 to Vanguard Inst
Target Retirement 2035. My husband does not know why the fund changed names. He did nothing to cause any change in the fund name. In my 2018 Financial
Dislcosure I listed each retirement account because each existed for some portion of the reporting period. In 2019, only the Vanguard Inst Target Retirement 2035
existed, so I have one less Vanguard retirement account in my 2019 Financial Discloure.
I understand that all income is reportable, whether taxable, tax deferred, or tax exempt. I further understand that dividends that are reinvested must be listed
as income. However, Part VII, lines 2-7 and 10-11 had no dividends, had no reinvestment of dividends, had no interest, and thus had no reportable income in
calendar year 2019.
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.