anthony m kennedy financial disclosure report for 2010

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  • 8/3/2019 Anthony M Kennedy Financial Disclosure Report for 2010

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    AO 1 0Rev . 1/2011

    FINANCIAL DISCLOSURE REPORTFOR CALENDAR Y EAR 2010Report Req uired by the Ethics

    in Government Act of 1978(5 U.S.C. app. I01-111)

    I, Person Reporting (last name, first , ]niddle initial)K en n ed y , A n t h o n y M .

    4. Title (Article I11 judges indicate active or senior status;m a g i s t ra t e j u d g e s i n d i c a t e f u l l- o r p a r t -t i m e )A s s o c i a t e J u s t i ce

    7. Chambers or Off ice AddressOne Firs t Street , N.E.Washing ton , D.C. 20543

    2 . C o u r t o r O r g a n i z a t io nU. S. Supr em e Cour t

    5a. Report Type (check appropriate type)] N o m i n a t i o n , D a t e[] Initial [] A ..... I [] Final

    3. Date of R e p o r t05/03/2011

    6. Repor t ing Pe r iod01/01/2010to12/31 /2010

    5b. [] Amended Report8.On the basis of the information contained in this Report and anym o d i f i c a ti o n s p e r t a i n i n g t h e r e t o , i t i s , in m y o p i n i o n , i n c o m p l i a n c ew i t h a p p l i c a b l e l a w s a n d r e g u l a t i o n s .

    R e v i e w i n g O f f i c e r D a t e

    I M P O R T A N T N O T E S : The instructions accompanying this form must be followet~ Complete all parts,checking the NON E box for each part where you have no reportable information. Sign on last page.

    I . P O S I T I O N S . < x e ~ , o r a ,, g i . ,ti . i~. . t o,Uy;. ,~ ~p. 9-, of filing instructions,)--] N O N E (No repor table pos i t ions . )

    P O S 1 T I O N1 . A d j u n c t P r o f e s s o r2. M e m b e r , B o a r d o f T r u s t ee s

    NAME OF ORGANIZATION/ENTITYM cGe o r g e S ch o o l o f L aw , U n i v . o f t h e P ac i f i cC o l o n i a l Wi l l i a ms b u r g F o u n d a t i o n

    I I . A G R E E M E N T S . (Reporting individual on ly; see pp , 14-16 of f i l ing ins truct ions .)~] NONE (N o reportable agreements.)D A T E P A R T I ES A N D T E R M S

  • 8/3/2019 Anthony M Kennedy Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTPage 2 o f 6

    N a m e o f P e r s o o R e p o r t in gKennedy , Anthony M.

    D a t e o f R e p o r t05/03/2011

    I II . N O N - I N V E S T M E N T I N C O M E . (Reporting individual undsp .... ; se epp. 17-24 of filing instructions.)A. Filers Non-Investment Income~-~ NONE non-investment income.)o reportable

    DATE SOURCE AND TYPE I N C O M E( y o u r s , n o t s p o u s e s )1. July 2010 McG eorge School of Law, Univ.of Pacific (Teaching) $26,500.00

    2.3.4.

    B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - if you were married during anyportion of the repordng year, complete this section.(Dollar amount not required except for honoraria.)[] N O N E (No reportable non-invesm~ent income.)

    DATE SOURCE AND TYPE1.

    2.

    3.

    4.

    I V . R E I M B U R S E M E N T S - transportation, lodging, food, entertai ..... t(Includes those to s p o u s e a nd dependent children; see pp. 25-27 q f illing instructions.)~-~, NONE (NO reportable reimbursements.)

    SOURCE DATES LOCATION1. See Attached

    2.

    3.

    4.

    5.

    PURPOSE ITEM S PAID OR PROVIDED

  • 8/3/2019 Anthony M Kennedy Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTPage 3 o f 6

    N ame o f Pe r son Repor t ingK e n n e d y , A n t h o n y M .

    Date of Repor t05/03/2011

    V . G I F T S . a n c 1 , , a e s those to s p . . .. ~nd dependent children; seepp. 2 8-31 of f i l ing ins tructions . )N O N E (No reportable g~s.)

    SOURCE DESCRIPTIONI.

    2.

    3.

    4.

    5.

    VALUE

    V I . L I A B I L I T I E S . a n c ~ , ,d e s t h o s e o i . ~ p o n s e , , n d dependent children; s e e p p . 3 2 - 3 3 of filing instructions.)N O N E (NO repor tab le l iab i l i t i es . )

    CREDITOR DESCRIPTION1 .

    2.

    3.

    4.5.

    VALUE CODE

  • 8/3/2019 Anthony M Kennedy Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTPage 4 o f 6

    N a m e o f P e r s o o R e p o r t in gK e nne dy , Anthony M .

    D a t e o f R e p o r t0 5 / 0 3 / 2 0 ] 1

    V I I . I N V E S T M E N T S a n d T R U S T S - i . e o , . e , v u t u e , t r . . s . c t i o ~ s a n c l u d e s t h o s e of spouse and dependent children; see p p . 3 4 - 6 0 of filing instructions.)NONE (No reportable incom e, assets, or transactions.)

    D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d

    (1) (2)P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e . g . ,

    e x e m p t f r o m p r i o r d i s c l o s u re C o d e 1 d iv . , r e n t ,(A-H) - o r in t . )

    Gross value at endo f r e p o r t i n g p e r i o d(i) (2)V a l u e V a l u e

    Code 2 Method( J - P) Code 3

    (Q-W)

    T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

    (1 ) (2) (3) (4)T y p e ( e . g ., D a t e V a l u e Gai nbu y , s e l l , m r r d d d / y y C o d e 2 C o d e 1

    r e d e m p t io n ) (J-P ) ( A - H )Identity of

    buyer!seller(if private

    transaction

    l. C a s h i n P N C B a n k B In teres t N

    2. GE L i f e & A n n u i t y ( u n i v e r s a l l i f e p o l i cy ) A D i v i d e n d L

    3. M et r o p o l i t an L i f e I n s . ( w h o l e l i f e p o l i cy ) A D i v i d en d J4. N ew E n g l an d L i f e I B S . C o . ( w h o l e l i f e A D i v i d en d Kpol icy)5.

    TT

    TT

    1 0 .

    1 1 .

    1 2 .

    1 3 .

    1 4 .

    1 5 .

    1 6 .

    1 . I a c o m e G a i n C o d e s : A = $ 1 , 0 0 0 o r l e s s B =$1,001 - $2 ,500 C : $2 ,5 0 1 - $5 ,0 0 0 D = $ 5 , 0 0 1 - $ 1 5 , 0 0 0( S e e C o l u m n s B 1 a n d D 4 ) F =$5 0 ,0 0 1 - $1 00 ,0 0 0 G =$1 00 ,0 01 - $1 .000 ,000 HI = $ 1 , 0 0 0 . 0 0 1 - $ 5 , 0 0 0 , 0 0 0 H 2 = M o r e t h a n $ 5 , 0 0 0 , 0 0 0

    2 . V a l u e C o d e s J = $ 15 , 0 0 0 o r l e s s K = $ 1 5 , 0 0 1 - $ 5 0 , 0 0 0 L =$50,001 - S 100,000 M = S 1 0 0 , 0 0 1 - $ 2 5 0 , 0 0 0( S e e C o l u m n s C I a n d D 3 ) N =$25 0 ,0 0 1 - $50 0 ,00 0 O =$5 00 ,0 01 - $1 ,000 ,000 P I =$t ,000 ,001 - $5 ,000 ,000 P 2 = $ 5 , 0 0 0 , 0 0 1 - $ 2 5 , 0 0 0 , 0 0 0

    P 3 = $ 2 5 , 0 0 0 ,0 0 1 - $ 5 0 , 0 0 0 , 0 00 P 4 = M o r e t h a n $ 5 0 , 0 0 0 , 0 0 03 . V a l u e M e l h o d C o d e s Q = A p p r a i s a l R - - C o s t ( R e a l E s t a l e O n l y ) S = A s s e s s m e n t T = C a s h M a r k e t

    ( S e e C o l u m n C 2 ) U = B o o k V a l u e V =O th e r W =E s tim a te d

    E = $ 15 , 0 0 1- $ 5 0 , 0 0 0

  • 8/3/2019 Anthony M Kennedy Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTP a g e 5 o f 6

    N ame o f Pe r son Repor t ingK en n ed y , A n t h o n y l V l .

    D a t e o f R e p o r t05/03/2011

    VI I I . A D D I T I O N A L I N F O R M A T I O N O R E XP L A N A T I O N S . andicatepar, of report.)

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    FINANCIAL DISCLOSURE REPORTPage 6 o f 6

    N ame o f Pe r son Repor t ingK e n n e d y , A n t h o n y M .

    Date of Repor t05/03/2011

    IX. CERTIFICATION.I c e r t if y t h a t a l l in f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a i n in g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d re n , i f a n y ) i sa c c u r a t e , tr u e , a n d c o m p l e te t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i th h e l d b e c a u s e i t m e t a p p l i c a b le s t a t u t o ryp r o v i s i o n s p e r m i tt i n g n o n - d i s c lo s u r e .I f u r t h e r c e rt i fy t h a t e a r n e d i n c o m e f r o m o u t s id e e m p l o y m e n t a n d h o n o r a r ia a n d t h e a c c e p t a n c e o f g i f t s wh i c h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S . C . a p p . 5 0 1 e t . s e q . , 5 U . S . C . 7 3 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .

    Signature: S/Anthony M. K ennedy

    N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S IF I E S O R F A I L S T O F I LE T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

    C o m m i tt e e o n F i n a n c i a l D i s c lo s u r eA d m i n i s tr a t iv e O f f ic e o f t h e U n i t e d S t a te s C o u r t sS u i t e 2 - 3 0 1O n e C o l u m b u s C i r c le , N .E .W a s h i n g t o n , D . C . 2 0 5 4 4

  • 8/3/2019 Anthony M Kennedy Financial Disclosure Report for 2010

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    Ju s t i c e An thony M . Ke nn e dy2010 FDR/ /Par t IV Re imbu rseme nt / /Exhib i t APepperdine University School of L a w(Teach courses and deliver lecture atPepperdine School of Law)Colonial Williamsburg Foundation(Attend Board meetings)Forum Club of the Palm B e a c h e s(Deliver speech to the Forum Club of thePalm Beaches and the Palm Beach CountyBar Association).Pacific McGeorge School of La w(Teach courses at Pacific McGeorgeSchool of Law in conjunction with theUniversity of Salzburg)Ninth Circuit Judicial Conference(Speech to Conference and attend meetings)

    Ninth Circuit Court of A p p e a l s(Meet with Faculty and law clerks at theNinth Circuit)

    State Bar of California(Deliver speech to the State Bar ofCalifornia Conference)

    M c G e o r g e Sc h o o l o f La w(Deliver speech to McGeorge faculty ands t u d e n t s )

    Colonial Williamsburg Foundation(Attend Board meetings)

    F e b r u a r y 2-4: Lodging, food, andtransportation from Washington, DC toM a l ib u , C A a n d r e t u r n . (Self and spouse)April 23-24: Lodging and food inWilliamsburg, VA. (Self and spouse).M a y 13-16: Lodging, food, andtransportation to Palm Beach, FL fromWashington, DC and return. (Self andS p o u s e ) .J u n e 30-July 28: Lodging, food, andtransportation from Washington, DC toSalzburg, Austria and return. (Self ands p o u s e ) .Augu s t 15 -Augu s t 22: Lodging, food, andt r a n s p o r t a ti o n f r o m N e w Y o r k , N Y t oMaui, Hawaii and return to Washington,D C . (Self and s p o u s e ) .September 20-September 26: Lodging,food, and transportation from Washington,D C t o M e n l o P a r k , C A ; M e n l o P a r k , C A t oM o n t e r e y , C A ; M o n t e r e y , C A t oS a c r a m e n t o , C A ; S a c ra m e n t o , C A t oW a s h in g t o n , D C . ( S e lf a n d s p o u s e ) .(Prorated with the Ninth Circuit, the StateBar of Califomia, and McGeorge LawS c h o o l ) .September 20-September 26: Lodging,food, and transportation from Washington,D C t o M e n l o P a r k , C A ; M e n l o P a r k , C A t oM o n t e r e y , C A ; M o n t e r e y , C A t oS a c r a m e n t o , C A ; S a c ra m e n t o , C A t oW a s h in g t o n , D C . ( S e lf a n d s p o u s e ) .(Prorated with the Ninth Circuit, the StateB a r o f C a l if o r n ia , a n d M c G e o r g e L a wS c h o o l ) .September 20-September 26: Lodging,food, and transportation from Washington,D C t o M e n l o P a r k , C A ; M e n l o P a r k , C A t oM o n t e r e y , C A ; M o n t e r e y , C A t oS a c r a m e n t o , C A ; S a c ra m e n t o , C A t oW a s h in g t o n , D C . ( S e lf a n d s p o u s e ) .(Prorated with the Ninth Circuit, the StateBar of California, and McGeorge LawS c h o o l ) .November 19-November 20: Lodgingand food in Williamsburg, VA. (Self ands p o u s e ) .