Lucy Haeran Koh
2020
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Pull out the substance of this filing.
What was filed
22
investments
0
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
8
spouse income
Named parties
- Cornell Law School
- University of San Diego Law School
- 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 — None
Nationwide Geneva Small Cap Gr R6 — None
Dodge & Cox Balanced — None
Lord Abbett Total Return R5 — None
Vanguard Instl Trgt Retire 2035 Ins — None
Vanguard Inst Target Retirement 2035 — Int./Div.
AMG Managers Fairpointe Mid Cap N — Distribution
Invesco CollegeBound Age Based Portfolio — None
TIAA ScholarShare Enrollment Portfolio Active — None
Wells Fargo Accounts — Interest
State of California Savings Plus Program — None
American Funds Washington Mutual — None
Nationwide Geneva Small Cap Gr R6 — None
Dodge & Cox Balanced — None
Lord Abbett Total Return R5 — None
Vanguard Instl Trgt Retire 2035 Ins — None
Vanguard Inst Target Retirement 2035 — Int./Div.
AMG Managers Fairpointe Mid Cap N — Distribution
Invesco CollegeBound Age Based Portfolio — None
TIAA ScholarShare Enrollment Portfolio Active — None
Reimbursement — Cornell Law School — 2/14/2020-2/16/2020 — Ithaca, New York — Judge Moot Court — Airfare, ground transportation, meals, hotel
Reimbursement — University of San Diego Law School — 3/05/2020 — San Diego, California — Speak on Judges Panel at Conference — Airfare, airport parking, ground transportation
Reimbursement — Cornell Law School — 2/14/2020-2/16/2020 — Ithaca, New York — Judge Moot Court — Airfare, ground transportation, meals, hotel
Reimbursement — University of San Diego Law School — 3/05/2020 — San Diego, California — Speak on Judges Panel at Conference — Airfare, airport parking, ground transportation
Spouse's income — 2020 — State of California -- salary
Spouse's income — 2020 — Stanford University -- salary
Spouse's income — 2020 — New York University -- salary
Spouse's income — 2020 — Thomson/Reuters -- book royalty
Spouse's income — 2020 — State of California -- salary
Spouse's income — 2020 — Stanford University -- salary
Spouse's income — 2020 — New York University -- salary
Spouse's income — 2020 — Thomson/Reuters -- book royalty
III. Non-Investment Income
B. Spouse's Non-Investment Income
5. 2020 Yale University -- salary
VII. Investments and Trusts
9. AMG Managers Fairpointe Mid Cap N had both dividends and distributions in 2019 and 2020. The 2019 and 2020 Financial Disclosure Forms have no income
type category for both dividend and distribution. In my 2019 Financial Disclosure Form, I categorized the income type as dividend. However, in both 2019 and
2020 the distributions were larger than the dividends, so I think the distribution income type category is probably better. Thus, in this 2020 Financial Disclosure
Form, I am categorizing this income as distribution. In 2019 and 2020, the dividends and distributions were reinvested into the fund. I made no changes to this
account in 2020.
11. TIAA CREF appears to have changed its name to TIAA. I had nothing to do with this name change, and I do not know when this name change happened. In
2020, TIAA ScholarShare changed the name of the account from "Active Age-Based Portfolio" to "Enrollment Portfolio Active". I had nothing to do with this
name change, and I made no changes to this account in 2020.
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 lines 10-11 had no dividends, had no reinvestment of dividends, had no interest, and thus had no reportable income in
calendar year 2020.
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.