# John T. Noonan jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5893 ## Record - **Judge:** John T. Noonan jr - **Year:** 2013 - **Report type:** Annual - **Pages:** 15 ## Text Umversity of California Muni — Interest — Sold Wells Fargo Checking #1 — Interest Wells Fargo Market Rate £1 — Interest Wells Fargo retirement CD's — Interest Teachers Insurance and Annuity Association — Interest weeeSehwab IRA 21 (H) Schwab U.S. Treasury Money Fund — Int/Div PIMCO Total Return Institutional — Int/Div Fidelity Growth Company — Int/Div Vanguard FTSE All-W1d ex-US Idx Admiral — Int/Div IVA International — Int/Div Parametric Emerging Markets Fund — Int/Div DoubleLine Total Return Bond — Int/Div — Buy Schwab IRA 22 (H) PIMCO Total Return Fund — Int/Div Fidelity Equity Income [1 — Int/Div Legacy Treasury Direct — Interest Schwab 21 (H) Schwab U.S. Treasury Money Fund — Int/Div PIMCO Total Return Institutional — Int/Div Templeton Global Bond Ady — Int/Div — Sold (part) BEAM Inc — Int/Div Coca-Cola Common — Int/Div Eli Lilly & Corporation — Int/Div Fortune Brands Home & Security — Int/Div General Mills — Int/Div International Business Machmes Common — Int/Div JP Morgan Chase & Co Com — Int/Div Monsanto Co New Com — Int/Div Neurobiological Technologies Inc — None — Sold Pfizer Inc — Int/Div Procter & Gamble Co Common — Int/Div BPPK — Int/Div Harbor International — Int/Div IVA International — Int/Div Parametric Emerging Markets Fund — Int/Div — Buy (add'l) Parametric Emerging Markets Fund — Buy (add'l) JPMorgan Strategic Income Opps — Int/Div Wasatch Long/Short — Int/Div — Sold (part) DoubleLine Total Retum Bond — Int/Div — Buy Schwab #2 (H) Schwab Govt Money Fund (X) — Int/Div Alhambra California Muni — Interest Brea & Olinda California Muni — Interest Burlingame California Mum — Interest California State Dept Muni — Interest California State Economic Muni — Interest Campbell California Un High Sch Dist Muni — Interest Clark County Nevada Hwy Mum — Interest Contra Costa California Water District Muni — Interest — Buy Corona-Norco California Uni School District Muni — Interest Hartnell California Canty College Muni — Interest — Sold Kane Kendall Muni — Interest Los Angeles California Cnty College Muni — Interest Los Angeles County California Muni — Interest Metropolitan Water District SoCal Muni — Interest — Buy San Jose California Uni School District Muni — Interest — Buy Saugus Califorma Lni Sch Dist Muni — Interest Simi Valley California Muni — Interest Southern California Public Muni — Interest Southwestern Cmnty College Dist Muni — Interest — Sold William S Hart California Mumt — Interest Tr Schwab IRA 23 (H) PIMCO Total Return Fund — Int/Div — Sold (part) Wells Fargo Advantage Government Sec A — Int/Div Schwab IRA 24 (H) Wasatch Long/Short — Int/Div — Sold (part) BofA Trust Number #1 (No personal income) (H) — Int/Div Large Cap Growth CTF — Sold (part) Large Cap Growth CTF — Redeemed Large Cap Value Quantitative Common Trust Fund — Sold (part) Large Cap Value Quantitative Common Trust Fund — Redeemed Dividend Income Common Trust Fund — Int/Div — Buy Dividend Income Common Trust Fund — Buy (add'l) Dividend Income Common Trust Fund — Sold (part) High Quality Core Common Trust Fund — Int/Div — Buy High Quality Core Common Trust Fund — Buy (add'l) High Quality Core Common Trust Fund — Sold (part) Strategic Growth Common Trust Fund — Int/Div — Buy Strategic Growth Common Trust Fund — Sold (part) Strategic Growth Common Trust Fund — Sold (part) Mid Cap Growth CTF — Int/Div — Buy (add'l) Mid Cap Growth CTF — Sold (part) Mid Cap Valve CTF — Int/Div — Buy (add'l) Mid Cap Valve CTF — Sold (part) Mid Cap Value CTF — Sold (part) IShares Core S&P Mid Cap ETF — Int/Div — Buy IShares Core S&P Mid Cap ETF — Buy (add'l) IShares Core S&P Mid Cap ETF — Buy (add'l) Small Cap Growth Leaders CTF — Int/Div — Sold (part) Small Cap Value CTF — Int/Div — Sold (part) IShares Russell 2000 ETF — Int/Div — Buy IShares Russell 2000 ETF — Buy (add'l) Intemational Equity CTF — Sold (part) Intemational Equity CTF — Redeemed International Focused Equity Common Trust Fund — Int/Div — Buy International Focused Equity Common Trust Fund — Buy (add'l) International Focused Equity Common Trust Fund — Buy (add'l) Vanguard FTSE Developed Markets ETF — Int/Div — Buy Vanguard FTSE Developed Markets ETF — Buy (add'l) Emerging Markets Stock Common Trust Fund — Int/Div — Sold (part) Emerging Markets Stock Common Trust Fund — Sold (part) Emerging Markets Stock Common Trust Fund — Sold (part) Vanguard FTSE Emerging Markets ETF — Int/Div — Buy Vanguard FI1SE Emerging Markets ETF — Buy (add'l) Vanguard FTSE Emerging Markets ETF — Sold (part) Tax Exempt CTF — Sold (part) Tax Exempt CTF — Redeemed Crossover Fixed Income Common Trust Fund — Int/Div — Buy Crossover Fixed Income Common Trust Fund — Buy (add'l) Crossover Fixed Income Common Trust Fund — Buy (add'l) Templeton Global Bond Fund Advisor CL — Int/Div — Buy Templeton Global Bond Fund Advisor CL — Buy (add'l) Columbia High Yield Mum Fund — Int/Div — Sold (part) Columbia High Yield Muni Fund — Sold (part) Ivy Asset Strategy Fund — Int/Div — Buy (add'l) Permanent Portfolio — Int/Div — Sold (part) Pimco All Asset All Auth Fund — Int/Div — Sold (part) Pimeco All Asset All Auth Fund — Sold (part) Vanguard REIT — Int/Div — Buy (add'l) Powershares DB Commodity Index Fund — None — Buy (add'l) Powershares DB Commodity Index Fund — Sold (part) iShares Russell 1000 Growth ETF — None — Buy IShares Russell 1000 Growth ETF — Sold Trust #2 BofA (No personal income) (Hy — Int/Div Large Cap Growth CTF — Int/Div Large Cap Value Quantitative Common Trust Fund — Int/Div Mid Cap Growth CTF — Int/Div Mid Cap Valve CTF — Int/Div Small Cap Growth Leaders CTF — Int/Div Small Cap Value CTF — Int/Div International Equity CTF — Int/Div Emerging Markets Stock Common Trust Fund — Int/Div MA Intermediate Tax Exempt Bond — Interest Rowe T Price Intemational — Int/Div Columbia High Yield Mum Fund — Int/Div Ivy Asset Strategy Fund — Int/Div Permanent Portfolio — Int/Div Pimco All Asset All Auth Fund — Int/Div Vanguard REIT — Int/Div Powershares DB Commodity Fund — None President and Director, Thomas More-Jacques Maritam Institute (non-profit cultural organization) Member, Advisory Council, Transparency International Member, Editorial Board, American Journal of Jurisprudence Member, President's Council, Graduate Theological School Agreement — 07/01/86 — University of California pension based on service Income — 2013 — Pension: University of California — $46,047.75 Income — 2013 — Rovalties: University of Notre Dame Du Lac — S104.4) Income — 2013 — Royalties: University of California Los Angeles — $124.53 Income — 2013 — Rovalties: On-Demand Publ LLC — $36.52 Income — 2013 — Nonemployee Compensation: Villanova University — S1.O00 00 Income — 2013 — Refund: California Franchise Tax Board — S4.381.00 Following the FDR filing intructions relating to security issues, | am not listing account numbers for banks, brokerage uccounts, and trusts, Instead, | have designated the accounts by numbers, ¢.g., "Wells Fargo Checking #1". Thus, the description for these assets in this 2013 reporting will be different from the 2012 reporting To simplify the organization of the report, and to make yearly updates easier under Part VII, investment accounts with multiple investments will have the mvestment firm name and designated number listed first, preceded with four (4) asterisks. Next, the underlying investments are listed in the lines thereafter, preceded by a hyphen, as shown below *e** Account Name #1 Large Cap Fund -Small Cap Fund -Mid Cap Fund Two trusts referred to in this report are as follow 1. Trust #2: Trust #2 was created by| on December 15, 1976. It became irrevocable on her death in 1990 and divided into three shares. The trustee has discretion to pay the income and principal of my share to me, JN. «od EE 2. Trust #1: Trust #1 was formed by JN in 1976 and became irrevocable on his death in 1987. On his death the property was divided into equal shares for I «A :nd me. The trustee has discretion to pay some or ull of the net income or principal of my share to me, JN. «od J. The vust terminates on the death of me and [JN . the remainder going to [NG - 3. The income of both trusts was paid by the trustee in 2012 to JN. oI! over 21 years of age. At the request of the Committee on Financial Disclosure, | have summarized the reports | have received. In April 2000, Fleet Bank acquired the Bank of Boston, and then Bank of America acquired Fleet, and became the trustee of the above trusts. The trusts were also subdivided into distinct trusts for each of the| of the grantors, so that there is now a distinct trust for me and [NN under the same trust instruments. Report is not made here of sales of odd lots (typically one or two shares) made to make it easier to divide the trusts into thirds. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5893. Public record. Not legal advice.