Robert A. Richardson
2015Initial
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What was filed
10
investments
4
positions
0
gifts
0
agreements
2
debts
0
reimbursements
3
income
0
spouse income
Named parties
- Garrnison, Levim-Epstein, Richardson, Fitzgerald & Puro, P.C
- Just Cause, LLC. (which owns a building in New Haven, CT, and is hsted in Section VII of this Report
- National Employment Lawyers’ Association
- American Civil Liberties Union of Connecticut
- Citizen Bank
- Liberty Bank
- Salary, cluding partnership distributions
- Salary, mcluding partnership distributions
- Buvout {installment payment) of partnership interest
As filed
Citizens Bank — Interest
Wells Fargo Bank — None
New Haven Property co-owned by "Just Cause, LLC" — None
Disney (stock) — None
American Funds Equity Fund A — Int/Div
Oppenheimer Funds Capital Fund A — Int/Div
401K* (See Section VIII for the funds in the 401K, managed by JP Morg) — None
Mass Mutual (whole life insurance) — None
Just Cause, LLC (New Haven, CT property) 2018 Tax Form K-1 Amount** — Rent
Just Cause, LLC (New Haven, CT property) 2014 Tax Form K-1 Amoumt** — Rent
Partner! sharcholder (1998 through December 2015), Garrnison, Levim-Epstein, Richardson, Fitzgerald & Puro, P.C
Parmer (2004- present), Just Cause, LLC. (which owns a building in New Haven, CT, and is hsted in Section VII of this Report
Vice President (2014-15) and Executive Board member (2006 through Dec. 2015), National Employment Lawyers’ Association
Independent (i.e. not on the Board) AAQY EEO (1999 through 2009), American Civil Liberties Union of Connecticut
Liability — Citizen Bank — Line of Credit® (current balance SO)
Liability — Liberty Bank — Mortgage for the Property owned in New Haven, CT (representing my 25% mterest in Just Cause. LLC)
Income — 2014 — Salary, cluding partnership distributions — $165,760.00
Income — 20158 — Salary, mcluding partnership distributions — S1I6378.00
Income — 2016 — Buvout {installment payment) of partnership interest — S34.000.00
*With respect to Section VII, Box C-1 of the form, the 401K statement does not state or indicate each participant's percentage of the various funds or assets held
in the 401K, insofar as the money is pooled. Therefore, | don't know the exact dollar amount that is allocated specifically to me for each fund in the account.
However, in order to estimate or approximate such dollar amounts, | took the entire dollar amount of the law firm's 401K and calculated by specific percentage of
the hole (i.e., my dollar amount divided by the law firm's total = "my percentage”). The administrator gave me a list of the specific assets held in the 401K and
the totul dollar amount of euch such asset. | went line by line and took the dollar amount of each asset and multiplied it by "my percentage” in order to estimate or
approxiamte the dollar amounts owned by me. Below is a list of each such asset and the dollar amount | calculated for each:
*Morgan Stanley Bank NA = Value code K / Method = T (as explained above)
*IP Morgan Core Bond A = Value code K / Method = T (us explained above)
*JP Morgan Emerging Markets = Value Code K / Method = T (as explained above)
*JP Morgan Equity Income A = Value Code M / Method = T (as explained above)
*1P Morgan Government Bond A = Value Code M / Method = T (as explained above)
*1P Morgan International Equity A = Value Code K / Method T (as explained above)
“IP Morgan Intrepid Growth A = Value Code L / Method = T (as explained above)
*JP Morgan Intrepid Mid Cap A = Value Code L / Method T (as explained above)
*JP Morgan Toal Return A = Value Cap M / Method T (as explained above)
*1P Morgan U.S, Small Co. A. = Value Code L / Method T' (as explained above)
**With respect to Section VII, the dollir amounts set forth in Box B-1 for lines 9 and 10 were taken from my 2014 and 2015 Tax Form K-1,
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.