# Guido Calabresi

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4217

## Record

- **Judge:** Guido Calabresi
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 10

## Text

US Bancorp (common)
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 — Int/Div
Trust £1, income beneficiary — Int/Div
First Am. Tax Free Oblig Fund (cash equiv.)
Nuveen Symphony Mid Cap Core Fund (mutual fund)
Nuveen International Select Fund (mutual fund) — Sold
Cambiar Intemational Equity Fund (mutual fund) — Buy
General Mills (common)
American Funds: Investment Co. of America (mutual fund)
Trust #2, mcome beneficiary — Int/Div
First Am. Tax Free Oblig. Fund (cash equiv.)
American Funds: Investment Co. of America (mutual fund)
Minnesota Mining & Mfg. (common)
Nuveen Symphony Mid Cap Core (mutual fund)
Nuveen Small-Cap Select Fund (mutual fund) — Buy
Nuveen International Select Fund (mutual fund) — Sold
Cambiar Intemational Equity Fund (mutual fund) — Buy
Trust #3, income beneficiary — Int/Div
Darden Restaurants (common)
Exxon (common)
General Mills (common)
IBM (common)
JP Morgan (common)
AT&T Inc. (common)
American Funds: Invesment Co. of America (mutual fund)
Memill Lynch Bank & Trust USA - cash
Am. Growth Fund ( mutual fund)
Am. Euro Pacific Growth Fund (mutual fund)
Trust #4, income beneficiary — Int/Div
Merrill Lynch Bank USA - CMA Money Fund (cash equiv.)
Shares T S&P 500 (mutual fund)
Bank of America (common)
Trust #5, income beneficiary — Int/Div
Bank of America (common)
Morgan Stanley Emerging Market Fd (mutual fund)
Bank of America checking account - Cash
Guido Calabresi Retirement. TIAA-CREF — Int/Div
Trust #6, income beneficiary — Int/Div
Yale Equity Fund (mutual fund) (fka Grantham, Mavo, Van Oterloo)
Yale Fixed Inc Fund (mutual fund) (fka Grantham, Mavo, Van Ouerloo)
American Funds: Investment Co, of America (mutual fund) — Int/Div
Citigroup Inc. (common) @ Merrill Lynch — Int/Div
ROTH IRA#1, SPDR Russell 3000 ETF ({THRK) — Int
ROTH IRA#2, SPDR Russell 1000 ETF {ONEK) — Int/Div
ROTH IRA#3, SPDR Russell Sm Cap Completeness ETF (RSCO) — 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 — College, University of Turin, Italy
Reimbursement — Yale Umiversity Law School — 02/03/14, 02/5/14, 0206/14 — New Haven, CT — Academic meeting — Travel
Reimbursement — Washington University of St Louis — 02726/14-0228/14 — St, Louis, MO — Lectures — Travel, food, lodging
Reimbursement — Mercer University Law } School — 03/27/14-03/28/14 — Macon, GA — Lectures — Travel, food, lodging
Reimbursement — Yale University Law School — 40914-04104 — New Haven, CT — Academic meeting — Travel
Reimbursement — Bngham Young University — 424/140426/14 — Salt Lake City, UT — Commencement address — Travel, food, lodging
Reimbursement — Yale University Law School — 4/29/14 — New York, NY — Academic meeting — Travel and Food
Reimbursement — SISDIC (Italian Society of Civil Law) — OSO8/ 1405/00/14 — Naples, Italy — Lectures — Travel, food, lodging
Reimbursement — Aspen Italy — O0509/14-05/11/14 — Venice, Italy — Lectures — Travel, food, lodging
Reimbursement — Rotary Club, Firenze East — 10/11/14-10/13/14 — Florence, Italy — Columbus prize, lecture — Travel, food, lodging
Income — 2014 — Yale Umiversity - part-time teaching — $195. 887.50
Income — 2014 — Yale University Press - royalties for previously written book — $272.74
Income — 2004 — W.W. Norton & Co. - royalties for previously written book — SI88.53
Income — 2014 — Author's Registry - copyright payments for previously written books, cte — SI61.39
Income — 2014 — Harvard Umversity Press - rovalties for previously written book — S161.37
Income — 2014 — Washington University of St. Louis - part-time teaching — $5,000.00
Income — 2014 — Mercer Umiversity Law School - part-time teaching — $2,500.00
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

1 have not included my personal residence in Connecticut and some of its adjacent land; an apartment and carctuker’s apartment and an olive grove in Italy held for

vacation trips and not for mvestment or the production of mcome and a fishing camp in Maine held for vacation trips and not for investment or the production of

income. All of the above items, except for the olive grove, were given on December 14, 2012 to J Trusts, JN . Esquire, Trustee.

Trusts #3, #4, and #5 in Part VIT (Assets #26, #38, and #42) and the retirement accounts described in Part VII (Assets #52, #53, and #54) did not distribute any

income to me or to an immediate JI member. Income was camed and not distributed. Assets #52, #53 und #54: Since the reports that | received did not

distinguish between realized and unrealized gains, | have included all gains in my income figure. Asset #46 distributed income in an unknown amount during 2014

us part of a retirement distribution taken.

Trust #6 (Asset #47) in Part VIT is a Charitable Remainder Unitrust established in 1995 by a JI member and me. The JI member and 1 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.

In June 2014 | received $161,637.53 from the United States Government. This was the result of a settlement of the amount due to federal judges for back pay as a

result of a lawsuit dating back to 2006. 1 do not know how much of this was back salary, back retirement annuity or interest.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4217. Public record. Not legal advice.
