bernice b donald financial disclosure report for 2009

8/3/2019 Bernice B Donald Financial Disclosure Report for 2009

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, ~ o - t o I FINANCIAL DISCLOSURE R EPORT ~ ,e p o ~ R e q u i r e d b y the Ethicsin Governm ent Act o f 1978aev . i r zoo4 FOR CALENDAR YEAR 2008 (s v.s.c, a p p . l O Z - n z ~2 . C o u r t o r O r g a n i z a t i o n 3 . D a t e o f R e p o r t

Weste rn Tennessee 07/14/2009nior s ta tus ; 5 . Rcpor tTy pe ( ch eck appropr i a te ty pe) 6 . R e p o r t i n g P e r i o d

C ) N omi na t ion , Da te 01101/2009Dis t r ic t J udge - A c t i v e toO h ~ id a t (~ ) A n n u a l 0 lqnal 12/3112009

f f ic e A d d r e s s 8. O n th e bas i s of th e infom ~a t ion conta ined in th i s Repor t znd anym odi f ica t ions pe r ta ining th e re to , i t i s , in m y opinion, in com pl i ancei s t r i ct Cour t wi th appl icable l aws and reg ula t ions .in S t ree t , #95 1 Revie,,ving Officer Datep h i s, T N 3 8 1 0 3

. ~ %i.:i~..~.y. ,-?. , "..:::~.,:."~,i..?: : ..... :~.:.:"..-..:.~;., ., ." ~ : .:~ ,I M P O R T A N J " N O ~ E S : T h e i n s t r u c ti o n s a c c o m p a n y i n g t h i s fo r m m u s t b e fo l l o w e d . C o m p l e t e a l l p a r t s , c h e c k i n g t h e N O N E b o x f o r e a c h p a r tw h e r e y o u h a v e n o r e p o r t a b l e i n fo r m a t i o n . S i g n o n l a s t pa g e .

POSITIONS. (Repmling individual only; see pp. 9-13 of filing instructions)N O N E - ( N o r e p o r t a b l e p o s i t io n s . ]

N A M E O F O R G A N I Z A T I O N / EN T I T YI. Vice- P res ident A m e r i c a n B a r A s s o c i a ti o n2. Mem ber , Advisory Com m it tee -Just ice Pr i ze P e t e r & P a t r ic i a G r u b e r F o u n d a t i o nC o m m i t t e e3. S e c r e t a r y & M e m b e r , B o a r d o f G o v e r n o r s A m e r i c a n B a r A s s o c i a t i o n , , ~ ~4. P r i z e C o m m i t te e M e m b e r Pete r and Pa t r i c i a Grnber ~5. B o a r d M e m b e r A m e r i c a n B a r J o u r n a l M a g a z i n e ~ :~ .

r - "....-o F ~ : :

6. Stax Museum and Academy Board Member ~ ~..: CD ~~

A G R E E M E N T S , (Reporting individual only; see pp, 14-16 of filing instructions)~ NONE - Iso r~pon.~h~e ~r~eement.~.)

~ A T E P A R T ~ S A N D T E R M SI.


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FINANCIAL DISCLOSlYRE REPORT N a m eD o n a l d , , B e r n i c e B 07/1412009

I . N O N - IN V E S T M E N T I N C O M E . lI~eOo.~g i ,~di,i~.a~ a~d spo,s~; see Or . ~7-24 of n~ ing ins t ,~ct io~slA. Fliers Non-Investment Income~ NONE - tN o reDor tablenon- inves tm ent incom e. ~

~ S O U R C I ~ A N D T Y P E G R O S S I N C O M E{ ) o u I . ~ , n o l

I.

S p o u s e s N o n - I n v e s t m e n t I n c o m e ( I f y o u w e r e m a r r i e d d u r i n g a n y p o r t io n o f th e r e p o r t i n g y e a r , p l e a s e c o m p l e t e t h i s s e c ti o n . D o l l a r a m o u n t n o tr e q u i r e d e x c e p l f o r ho n o r a r i a . )N O ~ N T E - ( No r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e . )

I ) AT E S O L I ~ , C E A N [ ) T Y P E

W . R E I M B U R S E M E N T S - - t r a , l sp o r ta t i on . l od e _ i n s , r o o d , c n t e o . a i n m c n t .( I nc ludes th ose to spo use and depe ndent ch i ldren. See pp. 25 -27 of ins t ruc t ions . )

. . . . . NONE . (No such reportable rcimbursemcms.)DE SC R IP T ION

I. A m e rica n B a r A sso cia tio n F e b. 10-17 , B o sto n, M A ; M tg o f B o a rd o f G o v e rno rs. (T ra n spo r ta tio n, fo o d & lo dging)

2. Am erican L aw I nst i tu te /Am er ican Bar Assoc ia t ion March 5 -7 Em ploy m ent L aw Program ( Transpor ta t ion and food) L odging b i l l ed to ent i ty .( AL I _ ABA)

3. N Y U C e n t e r f o r L a bo r & E m p l o y m e n t L a w March 19 Em ploy m ent L aw program for fede ra l judges; ( Transpor ta t ion, food, and I odgk tg)

4, Am erican Bar Assoc ia t ion, Business L aw Sec t ion Apr i l 16-18, Vancouver , Canada ; Sec t ion m ee t ing and educa t iona l program . Transpor ta t ion,food , and lodging)

5. A m e r i c a n B a r A s s o c i a ti o n Apr i l 21 , Wash ington, D. C. Ex ecut ive Co m m it tee m tg ( Food , lodging, and t ranspor ta t ion)

6, Best L awy ers in Am er ica Apr i l 24 , At lanta , GA Pane l i s t on Eth ics program ( Transpor ta t ion)


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FINANCIAL DISCLOSURE REPORT N ~ m e o f P e r s o n R e p o r t in g D a t e u f R e p m lDonald , , Bernice B 0 7 / 1 4 , r 2 0 0 9

I M B U R S E M E N T S " - tr - ~ n s p o r t ~ io n , ~ o ~ g i,~ g , r o o ,~ , e n t e r t a in m e n t .( I nc ludes th ose to spo use and depe ndent ch i ldren. See pp. 25 -27 of ins t ruc t ions . )

N O N E - ( N o s u c h r e p o r t a b le r e i m b u r s e m e n t s .I

S O U R C E _ DESCRI PTtQ N7. G r u b e r F o u n d a t i o n Apr i l 27 , N ew Y or~, N Y ( Com m it tee m ee t ing to se lec t pr i ze rec ipi ent ) ( Trnspor ta tion, lodging,a n d f o o d

8. A m e r i c a n B a r F o u n d a t i o n May 7-8; Ch icago, I L ; Board Meet ing ( Transpor ta t ion, lodging, and food)

9. N a t iona l I ns t itu te on E. Discovery May 22; Ch icago, I I ( Educa t iona l program -speak er) ( Trasspor ta t ion and food)

1 0 . Sea t t l e Pac i f ic Bar Assoc ia t ion June 4-5 , Sea t t l e , WA; L abor and Em ploy m ent Confe rence ; ( Transor la t ion, food and lodging)

1 I . A m e r i c a n B a r A s s o c i a t i o n June 5 -6 ; Vancouve r , B. C. ;. lourna l Board o f E d i t o r s m eet ing; ( Transpor ta t ion, food and lodging)

1 2 . A m e r i c a n B a r A s s o c i a ti o n J u n e I I - 1 4 ; S i lv e r a d o , C A ; B o a r d o f G o v e r n o r s m e e t i n g ( T r a n s po r t a t io n , f o o d , a n d l o d g i n g )

1 3 . iL lin o is Jud g e s A sso cia tio n Jun e 15 ; U rba na , C h a m p a ig n, II ; Educa tio na l pre se nta tio n Io sta te co ur t jud ge s (T ra n spo rta tio n ,a n d f o o d )

1 4 . A m e r i c a n B a r A s s o c i a ti o n July 30-August 6 ; Ch icago, I I ; Annual m ee t ing ; Boa rd of Go verno rs m ee t ing; ( Transpor ta t ion,food , and lodging)

1 5 . A m e r i c a n B a r A s s o c i a ti o n Septem ber 9-12; Journa l Bo ard of Edi tors and Sec t ion O ff ice rs m ee t ing; Ch icago, 11( Transpor ta t ion, food, and lodging)

1 6 . P e t e r g P a t r i c ia G r u b e r F o u n d a t i o n Septem ber 24 ; Bi rm ingh am , AL ; Just ice Pr i ze presenta t ion ( Transpor ta t ion, food, and lodging)

1 7 . A m e r i c a n B a r A s s o c i a ti o n O c t o b e r 2 9 -N o v e m b e r 1 ; B o a r d o f G o v e r n o r s m e e t in g ; ( T r a n sp o r t a ti o n , f o o d a n d l o d g i n g )


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FINANCIAL DISCLOSURE REPORT N ~ n ~ o t P ~ o n R e p o s in g D ~ o~ R e p o ,~Donald, , Bernice B 07/14!2009

, ( I nc l u d e s t h o s e t o s p o u s e a n d d e p e n d e n t c h i k h - n . S ~ e p ] . ~ . 2 ~ - 3 1 o f in s t r ue t i o n s .)~"~]O~E - INo SLlCh reportable gifts.)

S O I I R C E D E S C R I P T I O N V A L U EN o n e

E S . ( I n c l u d e s th o s e o f s p o u s e a n d d e p e n d e n t c h i l d r e n . S e e p p . 3 2 - 3 4 o r i n s t r u c ti o n s . )~ i ~ % ~ O N E - ~ , N o r e p o r l a b l e l i a b i li t ie s . )

CREDI TO R DE SC R IP T ION V A L U E C O D E1 .


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N a m e o r P e r s on R e p o r li n g [ D a t e o F R e p o n1 o f 1 Donald, , Bernice B I 07 /1 4 /2009E S T M E N T S a n d T R U S T S - i n o o= , e , v a l u e . ,- a ,~ ,, io ,~ , 0 n c ~ , ,d e s ,h o , ~ a , ~,o ~ r , o , ,s e ~ o a d ~ ,,~ e . , ~ , i ~ d ,e ~ . S ~ ~ , p . .U - ~ o r ~ li n ~ instructions.)A. B. C. D.Income during G r o s s " r a t t le a t e n d o f T r a n s a c t i o n s d a r in g r e p o r t in g p e r i o dDescript ion of Asse |s r e p o r t i ~ g p e r i o d r e p o r t i n g p e r i o d( i n c l u d i n g t n ~ . l a s s c l s )

( I } ( 2 ) (I ) 1 2 ) ( I ) I f n o t e x e m p t f r o m d . i sc l o s u r e(2 ) (3) (41 (5)P r a t e " { X ) " a f l e r e a c h a s s e l e x e m p l A i n t 3 u n t T y p e ( e . g . Va lue Va lue T yp e ( e . g . D a t e : Value G a in I d e n t i~ " o ff r o m p r i o r d is c l o s u r e C o d e 1 di~. rent . or C o d ~ 2 M et h o d buy. sell, M o m h , C o d e 2 C o d e I buyer:seller{ A - H ) i n t . ) ( J - P ) C o d e 3 m e r g e r , D a y . ( J - P ) ( A - H ) { i l " p r i v a t e( Q - W ) r e d e m p t i o n ) t r a n s ~ c t i o n )r~o.~, , i~o,~.,s~, or

F i r st H o r i z o n N a t i o n a l B a n k A D i v i d e n d

D u r ac e l l / G i l l e t t e S t oc k D D i v i d e n d J U

RIP, Nb isco A D i v i d e n d .I T

V T N S t o c k A N o n e J TF o r d M o t o r C o m p a n y A D i v i d e n d J

I . IneomeJGain Ctxles : A ~ $1,000or less B = $ 1 , 0 0 1 - $ 2 . 5 0 0 C = $ 2,501-$ 5 ,000 D = $5,001-$1~,,000 E = $ 1 5 . 0 0 1 - $ 5 0 , 0 0 0tSee Columns BI at |d D41 F = $ 5 0 . 0 0 1 - $ 1 0 0 , 0 0 0 G ~ $ 1 0 0 , 0 0 I -$ 1 , 0 0 0 .0 0 0 H 1 ~ $ t, 0 0 0 ,0 0 1 .$ .f , 0 0 0 ,0 0 0 H 2 = M o r e th a n $ 5 . 0 0 0 . 0 0 0

2. Value Codes : J - 5 1 5 . 0 0 0 c , r l e s s K = $ 1 5 , 0 0 1 - $ 5 0 ,0 0 0 L = $50.D01-$100,000 M = $100.001-$250.000t S e e C o ~ u m n s C I a n d D 3 ) N ~ $ 2 5 0 . 0 0 0 - $ 5 0 0 , 0 0 0 O = $ 5 0 0 , 0 0 1 - $ I ,0 0 0 , 0 0 0 P I = $ 1 , 0 0 0 , 0 0 1 - $ 5 , 0 0 0 , 0 0 0 P 2 = $ 5 , 0 0 0 . 0 D 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 0 0 P 4 = S M o t e th a n $ 5 0 , 0 0 0 , 0 0 03. Value Met!~od Codes Q = A p p r a i s a l R = C o s t t R e a l E s t a t e O n l y ) S = A s s e ss m e n t T = Cashi .Marke t

( S e e C o l u m n C 2 ) U - B o o k V a lu e V = O t h e r W - E ~ h n a t e d


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N a m e o f P e r s o n R e p o r t in g Date of RepcJrlFINANCIALDISCLOSURE REPORT] D o n a d , , B e r n i c e B

07/14/2009II . A D D I T I O N A L I N F O R M A T I O N O R . EX P L A N A T I O N S


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FINANCIAL DISCLOSURE REPORT N -~m e o f P e r s o n R e p o r t in g D a l e o f R ~ p o r lD o n a l d , , B e r n ic e B 07/14/2009

CERTIFICATION.I c e r t i fy t ha t a l l in fo r m a t i o n g i v e n a b o v e ( i nc lu d i ng i n fo r m a t i o n pe r t a i n i ng t o m y s po u s e a nd m i no r o r de pe nde nt c h i l d r e n ,r a t e , t ru e , a n d c o m p l e t e 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 su s e i t m e t a p p l i c a b l e s t a tu t o r y p r o v i s io n s p e r m i t t in g n o n - d i s cl o s u r e .1 f u r th e r c e r t 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 si d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f ts w h i c h h a v e b e e ni n c o m p l i a n c e w i t h t h e p r o v i s io n s o f 5 U . S . C . 5 0 1 e t . se q . , 5 U . S . C . 7 3 5 3 , a n d J u d i c ia l C o n f e r e n c e r e g u l a ti o n s .

D a t e

: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAYT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

F I L IN G I N S T R U C T I O N SM a i l s igne d o r i g i na l a nd 3 a dd i t i o na l c o p i e s t o :

C o m m i t t e e o n F i n a n c i a l D i s c l o s u r eA d m i n i st r a ti v e O f f ic e o f t h e U n i t e d S t a t e 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 to n , D . C . 2 0 5 4 4

bernice b donald financial disclosure report for 2009

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