Lucy Haeran Koh
2016Annual
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Pull out the substance of this filing.
What was filed
12
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
2
spouse income
Named parties
- The American Law Institute
- American Bar Association : Business Law Section
- State of California -- salary
- Stanford University -- salary
As filed
Wells Fargo Accounts — Interest
State of California Savings Plus Program — None
Amencan Funds Washington Mutual R6 — None
IronBridge Small Cap Fund — None
Dodge & Cox Balanced — None
PIMCO Total Return Inst! — None
Vanguard Target Retirement 2035 Inv — None
Vanguard Target Retirement 2035 — Int/Div
Aston Fairpointe Mid Cap — Int/Div
Invesco CollegeBound Age Based Portfolio — None
TIAA CREF ScholarShare Active Age- Based Portfolio — None
Stanford Federal Credit Union Accounts — Interest
Reimbursement — The American Law Institute — 05/15.2016-5/172016 — Washington, D.C — Attend the Annual Meeting — Aartare and hotel
Reimbursement — American Bar Association : Business Law Section — 0908201609 107201 ¢ — Boston, Massachusetts — Serve as Advisor at Annual Meeting — Transportation and hotel
Reimbursement — italy oy hw — at annual Gala and Awards Dinner
Spouse's income — 2016 — State of California -- salary
Spouse's income — 2016 — Stanford University -- salary
Part VIL. Investments and Trusts
1 understand that all income is reportable, whether taxable, tax deferred, or tax exempt. | further understand that dividends that are reinvested must be listed as
income. However, Part VII, lines 3-7 had no dividends, had no reinvestment of dividends, and thus had no reportable income in calendar year 2016.
In lime 10, our college account name changed from AllanceBernstem CollegeBoundfund Moderate Growth Age-Based Portfolio to Invesco CollegeBound Age-
Based Portfolio. We do not know why the account name changed. We did nothing to cause any change in the account name.
The Stanford Federal Credit Union accounts were closed in February 2016, so the balances at the end of the reporting period were zero.
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.