Edward Milton Chen

2019

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

What was filed

  • 200

    investments

  • 16

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Mark Pamat, Kelly Robinson
  • Limited Liability Co. #8
  • Trust #5
  • Trust #8
  • Trust #16
  • Trust #17
  • Trust #18
  • Trust #19
  • Trust #20
  • Limited Liability Co. #1
  • Limited Liability Co. #2
  • Limited Liability Co. #3
  • Limited Liability Co. #4
  • Limited Liability Co. #5
  • Limited Liability Co. #6
  • Limited Liability Co. #7
  • American Savings Bank
  • U.S. Patent and Trademark Office
  • Limited Liability Co. #8 - salary

As filed

Sterling Bank & Trust (account) — Interest

Limited Partnership #3

(9.5% 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 — Rent

Sterling Bank & Trust (account) — Interest

Cathay Bank (account) — Interest — Closed

Limited Partnership #5 (

Limited Partnership) (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

First Citizens Bank (account) — Interest — Open

Limited Liability Company #2

(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

Bank of America (accounts) [Erroneously included in — Interest

2018 Report]

Life Insurance Policies - New York Life Ins. Co. (Whole Life Policies) — Interest

Trust 35 (Co-Trustee only) (No ownership)

Cathay Bank (account) — Interest

East-West Bank (account) — Interest

First Republic Bank (account) — Interest

Limited Liability Co. #3 (2.4% 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 (13.3% Interest)

Commercial Property #8 (Sacramento, CA) — Rent

Bank of America (accounts) — Interest

Cathay Bank (account) — Interest

First Citizens Bank (account) — Interest — Open

Limited Partnership #2

(0.88% 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

Merrill Lynch - IRA

Cash Account - Merrill Lynch — Interest

Calvert Social Investment Fund Balanced Portfolio — Dividend

Ariel Appreciation Fund — Dividend

Calvert Social Index — Dividend

Templeton Foreign Fund — Dividend

Templeton Developing — Dividend

Merrill Lynch - IRA

Cash Account - Merrill Lynch — Interest

Calvert Social Investment Fund Balanced Portfolio — Dividend

Frankin U.S. Government Series Class A — Dividend

Calvert Large Cap Core — Dividend

Templeton Developing — Dividend

Templeton Foreign Fund — Dividend

Lincoln Financial Group (403(b))

LVIP UBS Global Asset Allocation — Dividend

LVIP Delaware Social Awareness — Dividend

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 (

(26.69% Interest)

Commercial Property #2 (San Francisco, CA) — Rent

Bank of Ameridca (accounts) — Interest

Cathay Bank ( accounts) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Limited Liability Co. #4

Bank of America (account) — Interest

Limited Partnership #1

(Limited Liability Co. #4 owns 1% Interest)

Limited Liability Co. #5 (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

(Limited Liability Co. #4 owns 1% 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

Limited Partnership #5

(LLC #4 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 Co. #2 (Limited

Partenrship #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

Limited Liability Co. #6 (50.5%)

Bank of America (account) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Cathay Bank (account) — Interest — Closed

Provident Credit Union (account) [Erroneously omitted from — Interest

prior Reports]

Condominium #5 (Maui, HI) — Rent

Commercial Property #12 (San Rafael, CA) — Rent

Condominum #6 (Maui, HI) — Rent — Sold — Mark Pamat, Kelly Robinson

Commercial Property #13 (Novato, CA) — Rent

Commercial Property #14 (Goleta, CA) — Rent

Limited Liability Co. #7 (Manager only)

(No ownership)

Commercial Property #8 (Sacramento, CA) — Rent

Bank of America (accounts) — Interest

Cathay Bank (account) — Interest

First Citizens Bank (account) — Interest — Open

BST Hospitality, LLC — Dividend

Trust #17

Commercial Property #11 (Petaluma, CA) — Rent

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

Bank of America (account) — Interest

Trust #19

Bank of America (account) — Interest

Limited Liability Co. #1 ( (77% Interest)

Commercial Building #9 (San Francisco, CA) — Rent

Bank of America (account) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Condominium #2 (Maui, HI) — Rent

Condominium #3 (Santa Barbara, CA) — Rent

Commercial Condominium (San Francisco, CA) — Rent

Trust #20 (Spouse Trustee)

Bank of America (account) — Int./Div.

Limited Liability Co. #1 (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) [Erroneously included in prior — Interest

Report -- closed in 4/12/2018]

Condominimum #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 — Dividend

Sterling Bank & Trust (account) — Interest

Cathay Bank (account) — Interest — Closed

Limited Liability Co. #5 (Limited Partnership #1

owns 25% Interest)

Bank of America (account) — 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, HI) — Rent

Commercial Condominium (San Francisco, CA) — Rent

Sterling Bank & Trust (account) — Interest

Commercial Property #12 (San Rafael, CA) — Rent

Condominium #6 (Maui, HI) — Rent — Sold — Mark Pamat, Kelly Robinson

Cathay Bank (account) — Interest

Limited Liability Co. #3 (26% Interest)

Commercial Property #7 (Sacramento, CA) — Rent

Sterling Bank & Trust (account) — Interest

First Republic Bank (account) — Interest

Bank of America (accounts) — Interest

East-West Bank (accounts) — Interest

Cathay Bank (accounts) — Interest

First Citizens Bank (account) — Interest — Open

Limited Liability Co. #8 (Manager only) — Dividend

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest — Open

Employee, Limited Liability Co. #8

Trustee, Trust #5

Trustee, Trust #8

Trustee, Trust #16

Trustee, Trust #17

Trustee, Trust #18

Trustee, Trust #19

Trustor, Trust #20

Manager, Limited Liability Co. #1

Manager, Limited Liability Co. #2

Manager, Limited Liability Co. #3

Manager, Limited Liability Co. #4

Manager, Limited Liability Co. #5

Manager, Limited Liability Co. #6

Manager, Limited Liability Co. #7

Manager, Limited Liability Co. #8

Agreement — 1991 — ACLU Employees - Defined Benefit Pension Plan, no control

Liability — American Savings Bank — Co-signer on mortgage condominium investment

Reimbursement — U.S. Patent and Trademark Office — 1/27/2019 - 2/1/2019 — Bangkok, Thailand — Panelist on judicial program for judges from ASEAN member countries — Airfare, hotel, meals, ground transportation

Reimbursement — U.S. Patent and Trademark Office — 4/4/2019 - 4/12/2019 — Taipei, Taiwan — Panelist on program for stemming digital piracy and enforcing trade secrets — Airfare, hotel, meals, ground transportation

Income — 2019 — Limited Liability Co. #8 — $26,952.00

Spouse's income — 2019 — Limited Liability Co. #8 - salary

Values and income are based on pro-rata interests owned by filer and (or in which filer/ has a beneficial interest).

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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Edward Milton Chen | Frix