# Guido Calabresi

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3889

## Record

- **Judge:** Guido Calabresi
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 10

## Text

Mass Mutual (whole life) Insurance — Int/Div
New York Life (whole life) Insurance — Int/Div
AIG Sun America (whole life) Insurance — None
Graduate Club Assocation Bond — Interest
Bank of America checking account — Interest
Bank of America IMMA account — Interest
Banca CR. Firenze — Interest
Memill Lynch Bank & Trust USA - cash — Interest
I Shares T S&P 500 (mutual fund) @ Merrill Lynch — Int/Div — Donated
American Growth Fund Mutual Fund Merrill Lynch — Distribution — Sold (part)
Trust £1, income beneficiary(H)
First Am. Tax Free Oblig Fund (cash equiv.) — Interest
Nuveen Symphony Mid Cap Core Fund (mutual fund) — Int/Div
Cambiar Intemational Equity Fund (mutual fund) — Int/Div
General Mills (common) — Int/Div
American Funds: Investment Co. of America (mutual fund) — Int/Div
Trust #2, mcome beneficiary(H)
First Am. Tax Free Oblig. Fund (cash equiv.) — Interest
American Funds: Investment Co. of America (mutual fund) — Int/Div
Minnesota Mining & Mfg. (common) — Int/Div
Nuveen Symphony Mid Cap Core (mutual fund) — Int/Div
Nuveen Small-Cap Select Fund (mutual fund) — Int/Div
Cambiar Intemational Equity Fund (mutual fund) — Int/Div
Trust #3, income beneficiary(H)
Darden Restaurants (common) — Int/Div
Four Comers Property Trust — Int/Div
Exxom (common) — Int/Div
General Mills (common) — Int/Div
IBM (common) — Int/Div
JP Morgan (common) — Int/Div
AT&T Inc. (common) — Int/Div
US Bancorp (common) — Int/Div
American Funds: Invesment Co. of America (mutual fund) — Int/Div
IShares Core S&P SOOETF — Int/Div
Memill Lynch Bank & Trust USA - cash — Interest
Am. Growth Fund ( mutual fund) — Int/Div
Am. Euro Pacific Growth Fund (mutual fund) — Int/Div
Trust #4, income beneficiary(H)
Merrill Lynch Bank USA - CMA Money Fund (cash equiv.) — Interest
Shares T S&P 500 (mutual fund) — Int/Div
Bank of America (common) — Int/Div
Trust #5, income beneficiary(H)
Bank of America (common) — Int/Div
Morgan Stanley Emerging Market Fd (mutual fund) — Int/Div
Bank of America checking account - Cash — Interest
Guido Calabresi Retirement, TIAA-CREF Fixed AnnuitviH)
TIAA Traditional (Annuity) — None
TC Life Cycle 2010- Inst — None
Trust #6, income beneficiary(H)
Yale Equity Fund (mutual fund) (fka Grantham, Mayo, Van Outerloo) — Int/Div
Yale Fixed Inc Fund (mutual fund) (fka Grantham, Mavo, Van Otterloo) — Interest
American Funds: Investment Co. of America (mutual fund) — Int/Div
SPDR SER TR S&P 500 Growth ETF (8/31/16) (Tka ROTH IRA#I) — Int/Div
SPDR SER TR SPDR S&P 1000 ETF (8/31/16) (Tka ROTH IRA#2) — Int/Div
SPDR SER TR S&P 600 Small Cap ETF (8/31/16) (fka ROTH IRA#3) — Int/Div
Bank of America Corp - @ Merrill Lynch — Int/Div
Sterling Professor Emeritus, Professorial Lecturer, Yale Law School, 11/01/1995 - present
Honorary Trustee - Unpad, Carolyn Foundation, MN, 01/01/1996 - present
Member, Scientific Committee- Unpaid, Centro Nazionale Prevenzione e Difesa Sociale, 1988 « present
Member - Unpand, Intemational University College, Turin Board, 2007 - present
Agreement — Right to be Professonal Lecturer, Yale University, upon retirement (See Attachments A and B)
Agreement — Right to use accumulated (approximately $500) research and travel fund, Yale University, even after retirement
Reimbursement — Bocconi University — 07/12/17 — Milan, Traly — Lecture — Travel, Food, Lodging
Reimbursement — Yale University Law School — WIT — Woodbridge, CT — Academic Meeting — Food
Reimbursement — International University College — 03/21-03/2217 — Turin Italy — Lecture — Travel, Food, Lodging
Reimbursement — University of Macerata — 05/02-05/03/17 — Maceraty, Italy — Lecture — Travel, Food, Lodging
Reimbursement — Centro Nazionale Prevenzione & Difesa — 0505/17 — Milan, lly — Lecture — Travel, Food, Lodging
Reimbursement — University of Bergamo — Os 7 — Bergamo, Italy — Lecture — Travel, Food
Reimbursement — Boston University Law School — 060 10602/17 — Boston, MA — Lecture — Travel, Food, Lodging
Reimbursement — Cambridge Institute for } Advanced Legal Studies — 07/02-0705/17 — Cambridge, England — Lecture — Travel, Food, Lodging
Reimbursement — Centro Nazionale Prevenzione & Difesa — 112-1173/17 — Milan, Italy — Lecture — Travel, Food, Lodging
Income — 2017 — Yale Umiversity - part-time teaching — $208.113.00
Income — 2017 — Yale University Press - royalties for previously written books — $2,555.51
Income — 2007 — W.W. Norton & Co. - royalties for previously written book — $312.13
Income — 2017 — Author's Registry - copyright payments for previously written books, cte — $49.71
Part 1. POSITIONS

Line 4- Assets of the Carolyn Foundation are not listed because my position as Trustee is "Honarary” only. | have no functional responsibilities with regard to the

foundation.

Part VII INVESTMENTS AND TRUSTS

Trusts #3, #4, and #5 in Part VII (Assets #24, #38, and #42) and the retirement accounts described in Part VII (Assets #53, #54, and #55) did not distribute any

income to me or to an immediate family member. Income was eamed and not distributed. Asset #46 distributed income in an unknown amount during 2016 as

part of a retirement distribution taken,

Trust #6 (Asset #49) in Part VI1 is a Charitable Remainder Unitrust established in 1995 by a family member and me. The family member and are 5.5% income

beneficiaries during our lives or 20 years, whichever is longer. The trustee is instructed to mvest 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/3889. Public record. Not legal advice.
