# Guido Calabresi

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29682

## Record

- **Judge:** Guido Calabresi
- **Year:** 2018
- **Pages:** 10

## Text

Mass Mutual (whole life) Insurance — Dividend
New York Life (whole life) Insurance — Dividend
AIG Sun America (whole life) Insurance — None
Graduate Club Association Bond — Interest
Bank of America checking account — Interest
Bank of America IMMA account — Interest
Banca CR. Firenze — Interest
Merrill Lynch Bank & Trust USA - cash — Interest
American Growth Fund Mutual Fund @ Merrill Lynch — Distribution
Trust #1, income beneficiary(H)
First Am. Tax Free Oblig Fund (cash equiv.) — Interest
Nuveen Symphony Mid Cap Core I Fund (mutual fund) — Dividend — Sold
Cambiar International Equity Fund (mutual fund) — Dividend
General Mills (common) — Dividend
American Funds: Investment Co. of America (mutual fund) — Dividend
Trust #2, income beneficiary(H)
First Am. Tax Free Oblig. Fund (cash equiv.) — Interest
American Funds: Investment Co. of America (mutual fund) — Dividend
Minnesota Mining & Mfg. (common) — Dividend
Nuveen Symphony Mid Cap Core I (mutual fund) — Dividend — Sold
Nuveen Small-Cap Select Fund (mutual fund) — Dividend — Sold
Cambiar International Equity Fund (mutual fund) — Dividend
I Shares S&P Small Cap — Dividend — Buy
Trust #3, income beneficiary(H)
Merrill Lynch Bank Deposit Program — Interest
Firstbank PR - insured savings account — Interest
Synovus Bank - insured savings account — Interest
Capital One Bank (USA) - insured savings account — Interest
Sallie Mae Bank - insured savings account — Interest
Bank of Baroda - insured savings account — Interest
Bank of China - insured savings account — Interest
Mizuhq Bank (USA) - insured savings account — Interest
Darden Restaurants (common) — Dividend
Four Corners Property Trust — Dividend
Exxon (common) — Dividend
General Mills (common) — Dividend
IBM (common) — Dividend
JP Morgan (common) — Dividend
AT&T Inc. (common) — Dividend
US Bancorp (common) — Dividend
American Funds: Invesment Co. of America (mutual fund) — Dividend
IShares Core S&P 500ETF — Dividend
Merrill Lynch Bank & Trust USA - cash — Interest
Am. Growth Fund ( mutual fund) — Dividend
Am. Euro Pacific Growth Fund (mutual fund) — Dividend
Trust #4, income beneficiary(H)
Merrill Lynch Bank USA - CMA Money Fund (cash equiv.) — Interest
I Shares T S&P 500 (mutual fund) — Dividend
Bank of America (common) — Dividend
Trust #5, income beneficiary(H)
Bank of America (common) — Dividend
Morgan Stanley Emerging Market Fd. (mutual fund) — Dividend
Bank of America checking account - Cash — Interest
Guido Calabresi Retirement, TIAA-CREF - Fixed Annuity(H)
TIAA Traditional (Annuity) — Distribution
TC Life Cycle 2010- Inst — Distribution
Trust #6, income beneficiary(H)
Yale Equity Fund (mutual fund) — Dividend
Yale Fixed Inc Fund (mutual fund) — Interest
American Funds: Investment Co. of America (mutual fund) — Dividend
SPDR SER TR S&P 500 Growth ETF — Int./Div.
SPDR SER TR SPDR S&P 1000 ETF — Int./Div.
SPDR SER TR S&P 600 Small Cap ETF — Int./Div.
Bank of America Corp - @ Merrill Lynch — Dividend
Sterling Professor Emeritus, Professorial Lecturer, Yale Law School, 11/01/1995 - present
Honorary Trustee - Unpaid, Carolyn Foundation, MN, 01/01/1996 - present
Member, Scientific Committee- Unpaid, Centro Nazionale Prevenzione e Difesa Sociale, 1988 - present
Member - Unpaid, International University College, Turin Board, 2007 - present
Agreement — Present — Right to be Professorial Lecturer, Yale University, upon retirement (See Attachments A and B)
Agreement — Present — Right to use accumulated (approximately $500) research and travel fund, Yale University, even after retirement
Reimbursement — Yale University Law School — 02/21-02/22/18 — New Haven, CT — Lecture — Travel
Reimbursement — Bocconi University — 03/13-03/14/18 — Milan, Italy; Bergamo, Italy — Lecture — Travel, Food, Lodging
Reimbursement — International University College — 03/17-03/18/18 — Turin, Italy — Lecture — Travel, Food, Lodging
Reimbursement — Yale University Law School, Oxford University — 04/05-04/7/18 — Oxford, England — Seminar, Lecture — Travel, Food, Lodging
Reimbursement — International University College — 05/08/18 — Turin, Italy — Lecture — Travel, Food
Reimbursement — Rome University — 05/10/18 — Rome, Italy — Lecture — Travel, Food
Reimbursement — Yale University Law School — 06/26-06/27/18 — Paris, France — Seminar, lecture — Travel, Food, Lodging
Reimbursement — Fordham University — 07/02-07/04/18 — Florence, Italy — Seminar, Lecture — Travel, Food, Lodging
Reimbursement — Yale University Law School — 10/14/18 — Woodbridge, CT — Academic Meeting — Food
Reimbursement — Florence University — 10/25-10/27/18 — Florence, Italy — Lecture — Travel Food
Income — 2018 — Yale University - part-time teaching — $208,611.00
Income — 2018 — Yale University Press - royalties for previously written books — $1,553.75
Income — 2018 — W.W. Norton & Co. - royalties for previously written book — $213.00
Part 1. POSITIONS
Line 4- Assets of the Carolyn Foundation are not listed because my position as Trustee is "Honarary" only. I have no functional responsibilities with regard to the
foundation.
Part VII INVESTMENTS AND TRUSTS
Trusts #3, #4, and #5 in Part VII (Assets #24, #39, and #43) and the Roth IRA retirement accounts described in Part VII (Assets #54, #55, and #56) did not
distribute any income to me or to an immediate family member. Income was earned and not distributed. Asset #47 distributed income in an unknown amount
during 2018 as part of a retirement distribution taken.
Trust #6 (Asset #50) in Part VII is a Charitable Remainder Unitrust established in 1995 by a family member and me. The family member and I are 5.5% income
beneficiaries during our lives or 20 years, whichever is longer. The trustee is instructed to invest the money in widely diversified mutual or money market funds.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29682. Public record. Not legal advice.
