Debra Ann Livingston
2014Annual
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What was filed
35
investments
3
positions
0
gifts
2
agreements
0
debts
2
reimbursements
2
income
0
spouse income
Named parties
- Columba Law School
- Trust fbo relative (“Trust 5J%)
- Trust tho relative ("Trust 58")
- Harvard Law School
- University of Chicago Law School
- Wolters-Kluwer Law & Business Aspen Publishers (royalties)
- Columbia Law School
As filed
Citibank cash accounts — Interest
CREF Stock Fund — None
Fidelity Contrafund K — Int/Div
Fidelity Convertible Security — Int/Div
Fidelity Growth Co K — Int/Div
Fidelity Equity Div Inc — Int/Div
Fidelity Magellan — Int/Div
TIAA Real Estate — None
TIAA Traditional Annuity — None
US. Savings Bonds — None
Vanguard 122 Life Growth Portfolio — Int/Div
Vanguard 163 NY Tax Exempt — Interest
Vanguard 502 Balanced Index — Int/Div
Vanguard 521 Wellington Admiral (X) — Int/Div — Buy
Vanguard 526 Morgan Growth Admiral — Int/Div
Vanguard 548 Small Cap Admiral — Int/Div
Vanguard 581 Int'l Growth Admiral (X) — Int/Div — Buy
Vanguard 593 Growth & Income Admiral — Int/Div
NY 529 (H)
Vanguard College Mod Age-Based Conservative — None
m————————(H)
Vanguard 021 Wellington Investor — Int/Div
Vanguard 029 Hi-Yield Corporate — Int/Div
Vanguard 040 Index 504) — Int/Div
Vanguard 081 Intemational Growth (n.1) — Int/Div — Sold (part)
Vanguard 119 Inflation- Protected Securities — Int/Div
Vanguard 123 REIT Index Fund — Int/Div
eee—=Trusts 5) & 5S (H)
Vanguard Wellington Admiral — Int/Div — Sold (part)
Vanguard Prime Money Market Fund — Int/Div
ememee=Trust 6F (0.2) (H)
Vanguard Wellesley Income Fund — Int/Div — Sold (part)
Vanguard Prime Money Market Fund — Int/Div
Nevada 529 (n.3) (H)
Vanguard 529 Moderate Age-Based Opt Income Portf — None
Paul J. Kellner Professor of Law, Columba Law School
Uncompensated Trustee (co-trustee, Trust fbo relative (“Trust 5J%)
Uncompensated Trustee (co-trustee In, Trust tho relative ("Trust 58")
Agreement — 12/1999 — Waolters-Kluwer Law & Business Aspen Publishers. Royalty payments on sales of co-authored case book. Comprehensive Criminal Procedure
Agreement — 1992 — See Part VII, Additional Information
Reimbursement — Harvard Law School — March 6-7, 2014 — Cambndge, MA — Committee to Visit Harvard Law School — Transportation, meals, hotel
Reimbursement — University of Chicago Law School — April 27-29, 2014 — Chicago, IL — Moot Court — Transportation, meals, hotel
Income — 2014 — Wolters-Kluwer Law & Business Aspen Publishers (royalties) — $11,520.20
Income — 2014 — Columbia Law School — S26.844 96
Part 11. Agreements.
1992. As a result of my employment with the University of Michigan Law School from 1992-1994, 1 continue to have a retirement account established through the
University of Michigan, the holdings of which are listed under Part VII. Investments and Trusts. Contributions are of course no longer made to those retirement
accounts.
Part VII Investments and Trusts.
.1 Vanguard 081 International Growth was held in two accounts. On May 22, 2014, it was converted in one of the accounts to Vanguard 581 International Growth
Admiral in a tax-free transaction (no capital gains), Vanguard 081 International Growth remains in the other account in the amount indicated.
n.2 Trust for relative. Spouse is sole trustee. FINI arc partial residual beneficiaries.
n.3 College 529 savings account for JNIEN
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.