r pnn .l. c of - Judicial Watch·Shiu S&f> SO V a l ue 40 -Shnrcs Sm Ca p Growth . ... •\mtn'tn Gr...
Transcript of r pnn .l. c of - Judicial Watch·Shiu S&f> SO V a l ue 40 -Shnrcs Sm Ca p Growth . ... •\mtn'tn Gr...
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U S . Dislncl Court tor D C
• htlc ( A1i1t k I ll Jud£l.. '5 11l d1cak acll H'HI \t'IHOI \ l<1l11s • RcpMt Typc (chl:1.: k :a ppropn u c 1ype)
(S I .S.('. app. f§ I 0 I 111)
S/1612005
(>. R <..i>cm111g 1-'t:ru td
12/)1/2004
7 « ()n the b: h i '> ll f 1he- 1nfomr.1tion ron10 1n.::d 11 \ t h 1> Rq>011 and :.in>
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NAME or ORGANIZAJK)NIEN (IJ)
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· f\. l/?002 F'INANClAL DISCLOSURE REPORT
Calendar Year 2004
I�,...., MC'p"1nta; H ..s.i namt'. l;1N nartlt. \11dJtc 1nu1:sl) l "u.1f\ Or 0rpnlZ3uon
Hu,·clk-, Ellen S
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))) ("ons111uuon A\rnue. NW "°"td1fr P"-T1•tnJn£therein. 11 "· 1n m> opinion. 1n clM'npl1Mt«' ""h .ipph('2hk b"� and 1qula1Jt1"h
W1.sh1ngt0n, 0C 20001 l(c-,....,""ln@: 01nccr lh1e
IMPORTANl' NOTES: 11\e 1ns1ruc11ons accompanying this form 1nus1 be followed. Complete all p:ins. checkina lht NONI: bQx t'or eaeh pan where you have no n::pOrtable 111(01 ma11on. Sign on '3s1 page.
I. POSITIONS. {Rqx111111v: 111d1\1J1111 l 11uly; \OC pp. 1-13 offillnJJ ln>lru..:111111))
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Boslon Colle e, Newion, t>.fA Board of Overseers (Trans:pona 1ion, Food and H ote l X May7- 8 and Octo ber 8·9)
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FINANCIAL DISCLOSURE REPORT
Huvc11c. €\!en S S/1612005
JV, REJMBlJRSEMENTS ·· 1r.1n p•>rlal1un. lodg.1ny. lhotl. .:11h.•n;11n111cn1.
NONE
DtSC'RIPrtON
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V, GIFTS. ( l11..:h1(1._:,., 1hv:- · 111 'P••ll,L' and dqk11(k111 .-:hildn:n SL·1.• 11p. 2X·'.' I 111 u1s1ructioni:.1
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2. Americ a Online ( now named Time \\'amer)
3. A p p lern C om Cele1-e a G p ( p reviously Pe Cp Com
4. C'isto Sys:t cnts
5. Fillh 3td BaflCOtp Ohio
6. lr uel
7. iSharcs M$CI EAF E fun d
8. McKesson Corp
9. O rac le Corp.
1 0. Sooy Corp A DR 1 9 74 New
12. LA Public \Vorks BE 4.4% due 10/0 1/04
13. Conjco BE 4 .125% d ue 08/01/05
Cali fornia St General Obligation 4. 5111. due 0510 1/05
S o u thern Ca1ifomia Pub Power 55 % due 0 7/0 1 /05
16. P ittsburg CA Unified School D istric t 4.0% due
17 . Escondide> C A 3. 7 5% d ue 07/0 I f04
18. Tribor ough Bridge & 'f'unnel Aut hority 4. 6o/o due
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redeem 07/0J K A
redeem 01101 A
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PlNANCI AL DISCLOSURE REPORT Page J of8
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19. Ptu bdetphra PA Hosp1 bl S 2$"-dut 2/ISJl -1
20 t.t 1ssouri S1 Health Ed i Faes .s I 2S% due 01/01/th
2 1. Cinco · rx t\1unic ipal Utili t y 4 0% due 09t01/I O
22 i\<1 F S M u m Bond
2J. V an Kampen Emcrg1ng 1arkets
2• Opp:nhamcr O<>"Cloping Marteu fund
2 5 Oel1ware Trend Fund
2 6 E n t c:11 >ris c Sm Co G rowth
27. Ten1p te 1on De vel0ping "'t orkcu
28 Fr9nklin Small ._1ukap
29 Al I lru.crn911cri1 I G 1h Fund
JO. Discover B•nk CD 2.0 S % due 04120/05
JI Cordona) Ban k NA C D 2.6% d ue 10/> 2/0S
l2. Monuli fe Venrure Annuity
JJ. · IRA•2
34 ·ltQ U !d ASSCI fund
3S. · iSh : u es MSCI EAF E
J6. ·iSh:ircs l\1S C I Emerging Market s
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FINANCIAL DISCLOSURE REPORT
Page 2 of 8
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J3 ·Shares S&- P SOO Growth
39. ·S hiu S & f > SOO Va l ue
40 -S hnrcs S m Cap G rowth
41. · lntcm 1t 11orHtl Leas.c F ina.ne t Corp 4 7$" due
42 -Soctt1< Cene<ale NY 7 • % dve 06/01'°6
4 ) . -OTE Sou1h 61125% due 0611 .SIO?
44. .. S a lomon S mith Barney b.5% due 02/I $/OS
4S. · Wo l · Man S1ores 6 .875%duc081/IOI09
46 · V•n Kampen C'omstock
47 - M FS Value
48. -O old rnan Sachs Small Cap Value
49 · Eruerpn se Growth
so. •/\mtnl:'itn Gr Fund
SI ·Ammcs n In"\ Co.
S2 .$t-ftt1ncl Small Com p siny
53. · l )el nwu 1-e Snu111I Ca p Value
54 •k. . V. (£n l on Vanct) E mergi ng M arkc l s
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FINANCIAL DISCLOSURE REPORT
Page 3 of 8
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56. Alls u11e co .. p None sale 0 112 1 J A
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58. None T
59 HC'l'i I Pacl<ttd A 01\'1dend T
60 Human Genom e Sc1cncrs None J T
61. 1Sharc 1 MSCI 1:. AFE O iv 1 d tnd K ,.
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62. 1Shares S& P 500 Orowih Di v ide n d K ,.
buy 10 11 9 J
6). i Sh;ircs S&P S OO V ntue: " D i v idend T b uy l lll 1 9 L
64. Mcdtron1c A Dividend K T
6S SBC C'om'Tl.ltucaiions A Dividend sal< 02/10 K A
66. SBC" Commi ntelhOM Non< J T wn 12/27 J
67. Sun M ter'Olystems None J T
68. T u lso Co O K 4 . 0'4 due OSll S /06 lnte:r<SI L T buy 09120 L
69. McC' r t:Jr)' Co Kcn1uc k )' S chool 0 1 s t ric1 2. 0o/o due A ln1 e r cs1 T b uy 09120 J
70 . Pi ke Co Kentuc ky School D i.s trict 5.00.4 due ln1eres1 J buy 09120 K
7 1 Fo.1 Zu mw alt M1.ssoun School District 7. 0% due 5 lntC'fCS1 J T buy 09120 J
72 JEii Flonda Waler & S...er • 0"4 ducO llO l l07 B lnlCfCSI L T buy 09120 L
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7 4 Tri borough Bndge AulhOnty 4 6% due O 1 /0 1/04
75. Van Knmpcn E merging Markets F u n d
70 Nuvccn ln1crmed1atc D uration t.<lunic1pa l Bond
77. Oppcnhcuncr lopi n g t&r1cecs Fund
78 Ocla rc Trend fund
79. £n1erpr 1se Small Co. Growth
80. franl din Small M idcap Oro wth P"und
B L A IM Connellat1on Ft.ind
82. Terf1>kton Foreign Fund
B l . L1n<0ln Nau on a l Artit:rican Lcpcy
8 4 . I RA 0 1
85. · L1qu1d Asset Fund
86 . -Delaware Smell Cap Value F und
87 Rental Propeny. \Vashit1g1on. OC
88 C & D
89. Cov. l•un d LLC'
90. Greenwoo d a1 Cleveland Pirk U.C
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FINANCIAL DISCLOSURE REPORT
Page S of 8
vn. INVESTMENTS and TRUSTS
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Page 6 of 8
vn. INVESTMENTS and TRUSTS
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FINANCIAL DISCLOSURE REPORT
Page 7 of 8
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FINANCf)'\L DISCLOSURE REPORT Page 8 of 8
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VIII. ADDITIONAL INFORMATION OR EXPLANATIONS
I. My IRA accounl (IRA 112, lines 33·54), IRA account (IRA NI, li1'es 84·86) and-retiremen1 account (a 401(k) account. lines 92-139) are being reported as Agg.teg:ite Ownership Arrangements. The retirement ;1ccoun1 was previously reported in 2004 at lines 63-68.
FINANCIAL DISCLOSURE REPORT N:iul¢ of Person He-porting
Huvcllc, Ellen S 511612005
Nt1111c i>{ Person R c porri n g I > .11c- t)f R cp.i.- 1
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flNANCJAL DISCLOSURE: RE:PORT
Hu\•elle, EllenS 5/1(i.12005
IX. CERTIFICATION.
I cenify that all information given above (incJudiog information pertaining co my spouse and minor or dependen1 children, if any) is accura1e, true, and complete to the best of my knowledge and i,.,iief, and that any infonnation not reported was with.held because it met applicable statutory provisions pemlitting non-disclosure.
I further certify that earned income from outside employment and honorana and the acceptance of gills which have been reported are in compliance with the provisions of 5 U.S.C. § 501 et. seq .. 5 U.S.C. § 7353, and Judicial Conference regulat ions.
Signature
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on FinanciaJ Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E.
Washington, D.C. 20544