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Judicial Watch • Carlos T. Bea – 2008

Carlos T. Bea – 2008

Carlos T. Bea – 2008

Page 1: Carlos T. Bea – 2008

Category:Federal Judges

Number of Pages:7

Date Created:October 21, 2009

Date Uploaded to the Library:July 06, 2014

Tags:Carlos T Bea, Carlos, Teaching, Exempt, travel, Washington, 2008, investment, spouse, transactions, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Bea_Carlos_T 
 
JJI. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instr11ctions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 
 
 
SOURCE AND TYPE 2008 
2008 Judges Retirement 
2008 ING Life Insurance Annuity 	$6,232.00 
 
 
4.2008 Chapman Law School (Teaching Fee) 	$3,500.00 Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. (Dollar amount not required except for ho11oraria.) 
[{] NONE (No reportable non-investment income.) 
IV. REIMBURSEMENTS transportation, /odging,Jood, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
 
SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED Committee for the American Founding 9125108 -9/29/08 Amherst, Teaching Travel, lodging, food Gmter Institute 5/20/08 -5/23/08 Olympic Valley, Attend seminar Travel, lodging, food, registration fees Chapman Law School 4115/08 -4/19/08 Orange, Resident scholar Federalist Society 11/19/08 -11/23/08 Washington, Panelist 	Foundation for Research 8/10/08 -8/14/08 Gallatin Gateway, Attend seminar Travel, lodging, food Economics and the Environme 	University Georgia Law 11/13/08-11/15/08 Athens, Moot court competition chool GIFTS. (Includes those spouse and dependent children; see pp. 28-31 ji/i11g instructions.) 
[{] NONE (No reportable gifts.) 
 
 
DESCRIPTION VALUE 
 
 
 
 
DESCRIPTION VALUE CODE 
Charges for living expenses, including travel and tuition charges 
 
 
 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions r1nc111des 11zose spouse and dependent children; see pp. 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets lncome during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(l) 
(2) 
(2) 
 
(l) (2) 
(3) 
(4) 
(5) 
 
Place (X) after each asset exempt from prior disclosure Amount Code (A-HJ Type (e.g., div., renl, int.) Value Code (J-P) Value Method Code (Q-W) Type (e.g., buy, sell, redemption) Date Month-Day Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) Dodge Cox Stock Fund Dividend Redeemed (part) 9122 
Dodge Cox Stock Fund Dividend Redeemed 10110 (part) 
Vanguard Calif. Inter. Tax Exempt Dividend 10/24 Exchange (part) 
UBS Money Fund, Inc. Dividend 
 
 
 
Russel 000 Value (IWD) Dividend Sold 10/10 Exchange 
Franklin Templeton Cal. Tax Exempt Fund Dividend 
Franklin Tempelton Cal. Tax Exempt Fund Dividend Distribution Income Gain Codes: A=$1,000 less =$1,00i -$2,500 C=$2,501 -$5,000 =$5,001 -$15,000 E=$15,0 -$50,000 
(Sec Columns and D4) F=$50,001 -$100,000 =$!00,001 -$1,000,000 =$1,000,001-$5,000,000 H2=More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$JOO,OOI -$250,000 
(See Columns and D3) =$250,001 -$500,000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000,000 P4=More than $50,000,000 Value Method Codes =Appraisal =Cos! (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) U=Book Value V=Othcr W=Eslimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children: see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part Report.) 
Date Report 
Name Person Reporting 
 
 
04/07/2009 
Bea, Carlos 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
APR 2009 
 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544