# Audrey B. Collins

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4805

## Record

- **Judge:** Audrey B. Collins
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 8

## Text

Chase (previously Washington Mutual) — Interest
Charles Schwab Brokerage
Roche Holding Company — Int/Div
Givaudan (split from Roche) — Int/Div
Schwab Money Market Fund — Int/Div
Dodge & Cox Balanced Fund — Int/Div
American Century Ginnie Mae — Int/Div
IRA #1 - Charles Schwab — Int/Div
PHSY (Now PHS)
Gilead
VTSMX
Roche Holding
JAWWX
FCVSX
TWIEX
TBGVX
FTCHX
GABGX
JAMRX
VTSMX
VIVAX
NAESX
IRA #2 - Charles Schwab See Section VIII
Gilead
Integrated Devices Tech
Cypress Semi-Conductor
Roche Holding
BGNMX
Mutual Beacon — Int/Div
County of L.A. Savings Plan (See Sect vin — Interest
Savings Stable Value Fund (See Sect vin
Bank Depository Fund (See Sect. VIII)
Savings 2020 Target Date Fund (See Sect AY
T. Rowe Price Equity Income — Int/Div
Janus Worldwide Fund — Int/Div
Victory Investment Grade Convertible — Int/Div
Torray Fund — Int/Div
GAMCO Westwood Equity Fund (also known as Gabelli) — Int/Div
Mairs & Power Growth Fund — Int/Div
The Royce Fund — Int/Div
Greenspring Fund, Inc — Int/Div
LA County Deferred Comp & Thrift Plan (See Sect VIII — Interest
Royalty Interest, Los Angeles County. California — Rovalty
Royalty Interest, Los Angeles County. California — Rovalty
Agreement — 119942011 — Los Angeles County Retirement Association (No Control)
Income — 2011 — Los Angeles County Retirement Association (LACERA) — S35.944.00
Spouse's income — 2011 — Los Angeles County Retirement Association (LACERA)
VIL INVESTMENTS AND TRUSTS

Line 26: On April 22, 2008,

rolled over his entire IRA to the Los Angeles County Employees Retirement Association (LACERA), another qualified

distribution plan. The rolled-over funds were subsequently used to purchase additional years of County service for retirement.

no longer has custody

or control of these funds. This IRA no longer exists, See also 2008 report at Section VIL

Line 35: The Citibank account, formerly on line 35, now fails the qualifying reporting requirements. No income was generated & its gross value was well under

$5000.

Line 37: County of Los Angeles Savings Plan - In May and June, 2008,

rolled-over his funds from his County of Los Angeles Savings Plan to the Los

Angeles County Employees Retirement Association (LACERA), another qualified distribution plan. The rolled-over funds were subsequently used to purchase

additional years of County service for his retirement. However,

continued to contribute until his retirement from Los Angeles County on October 5, 2009. The

value of these contributions & interest is reflected on line 37. See also 2008 Report at Section VIII for more details.

Lines 38-40: Investments within the County of Los Angeles Savings Plan - In October 2007,

transferred his investment in the County of Los Angeles

to the Savings Stable Value Fund, formerly the Stable Value Fund, and the Bank Depository Fund, formerly the City National Bank Fund. See also 2008 Report

at Section VIII for more details. On May 4, 2010,

transferred $10,475.97 (100% of

investment) from the Bank Depository Fund to the Savings

2020 Target Date Fund. On May 4, 2010,

also transferred $5,353.02 (50% of his investment in the Savings Stable Value Fund) from that fund to the

Savings 2020 Target Date Fund.

has not been eligible to contribute and has not contributed to this plan since

retirement on October §, 2009.

Line 49. Los Angeles County Deferred Compensation and Thrift Plan - In May & June, 2008,

rolled-over funds in his Los Angeles County Deferred

Compensation and Thrift Plan to the Los Angeles County Employees Retirement Association { LACERA), another qualified distribution plan. The rolled-over

funds were subsequently used to purchase additional years of County service for retirement,

no longer has custody or control of these funds.

However,

continued to contribute until

retirement from Los Angeles County on October 5, 2009, has not contributed since retirement. The value of

these contributions & interest is reflected on line 49,

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4805. Public record. Not legal advice.
