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Judicial Watch • Joan A Lenard Financial Disclosure Report for 2003

Joan A Lenard Financial Disclosure Report for 2003

Joan A Lenard Financial Disclosure Report for 2003

Page 1: Joan A Lenard Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:13

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:LENARD, Joan A Lenard, Appraisal, Assessment, Estate, 2003, EPA, dividend, Financial Disclosure, ICE, CIA, financial, income, Judge


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II. AGREEMENTS. (Reporting individual only; sec pp. 14-16 filing instructions) NONE -(Noreportableagrcements.) 

STATE FLORIDA RETIREMENT PLAN(VESTED) 
STATE FLORIDA DEFERRED COMPENSATION ACCOUNT Spouse's Non-Investment lncomelfyou were married during any portion the reporting year, plea.e complete this section. (doll:ir amount not required except for honoraria) NONE -(No reportablenon-investmentincome.) 2003 2003 GENERAL COUNSEL,MIAMI-DADE LEAGUE CITIES  2003  ..ATTORNE  
IV.  REIMBURSEMENTS-transportation. lodging. food. entertainment.  
(Includesthose spouse and dependent children. See pp. 25-27 instmctions.)  

 
NONE -(No such reportable reimbuniemms.) 
NameofPcrsonRepor1ing
Date Report 
LENARD, JOAN 
5/1/04 	GIFTS. (Ineludcs those spo11.o;c and dependent children. See pp. 28-31 ofinstructions.) "'-' NONE (Nosuchrcportahlcgifts.)
SOURCE 	DESCRIPTION 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.> 
 NONE -(No reportable liabilities.) 
CREDITOR 	DESCRIPTION VALUE CODE -SCHOOLS 	-UITION AND EXPENSES 
BROWARD MARION COUNTIES VACANrLAND 
 
STD LIFE,SKYLAKE BK, COLONIAL WAREHOUSE PROPERTIES 
NATIONSBK,AMRESCO VACANT LAND/OUTPARCELS 

 

(See Columns andD3) $250,000-$500,000 S500,00J-Sl,OOO,OOO Sl,000,001-$5,000,000 $5,000,001-$25,000,000 $25,000,001-$50,000,000 =$More than $50,000.000 Value Method Codes Appraisal Cost (Real Estate Only) Assessment Cash/Mari:et 
Date Report 
Name Person Reporting 
LENARD, JOAN 
5/1/04 
VII. INVESTMENTS and TRUSTS -income.. value. tran...:ations(includcsthose ofthcspou.eanddependen1chnc1ren Sec l'P 34-57 orfi1ins instruction.> Income during Gross value end Transactions during reporting period Description ofAssets 
rqx>rting period reporting period 
(including trust assets) 
(I) 
lfnot exempt from disclosure 
(1) (2) (I) 
(2) (3) (4) (5) 
Place "(X)' after each asset exempt 
Value Value Type (e.g. Date: Value Gain Identity
Amount Twe (e.g.
from prior disclosure 
buy, sell,
Codc2 Method Month-Code2 buyer/seller (if
Code div. rent. 
(AH) inL) 
(J-P) Code3 merger, Day rock-mption) 
(J-P) private 
(Q-W) 
18. T-COMMON 	Dividend 

19. 
ATT WIRELESS-COMMON 	None 

20. 
AGERE SYSTEMS-COMMON 	None 

21. 
AVAYA-COMMON 	None 

BELLSOlITH CORP.-COMMON 	Dividend

22. 

23. 
BOEING-COMMON 	Dividend 

24. 
CHARTER COMM.-COMMON 	None 

25. 
CMS ENERGY-COMMON 	None 

26. 
CONS.EDISON-COMMON 	Dividend 

27. 
CTRYWIDE FINANCIAL CORP.-COMMON 	Dividend 

28. 
CROMPTON CORP.-COMMON 	Dividend 

29. 
DYNEGY ENERGY-COMMON 	None 

DUFF. PHELEPS-COMMON 	Dividend

30. 

32. 
FPL CORP.-COMMON 	Dividend 
INTEL CORP.-COMMON 	Dividend 
LUCENT TECH.-COMMON 	Nooe
33. 
35. 
KEYSPAN CORP.-COMMON 	Dividend 
NOKIA CORP. 	Dividend 
transaction) lnc:omelGain Codes: $1,000 less $1,001-$2,SOO $2,501-$5,000 $5,001-$15,000 Sl5,00l-$SO,OOO  
(SeeColunmsBI 111dD4)  =$50,001-$100,000 $100,001-$1,000,000 $1,000,001-$5,000,000 =More than $5,000,000 Value Codes: $15,000orless $15,001-SSO,OOO $50,001-$100,000 $100.001-$250,000  
(SeeColuums and D3) $250,000-$500,000 $500,001-$1,000,000 $1,000,001-SS,000,000 $5,000,001-$25,000,000 $25,000,001-$50,000,000  =$More than $50,000,000 Value Method Codes Appraisal Cost (Real Estate Only) Assessment  =Cash/Market  
(See Column C2)  =Book Value  =Other Estimated  

Date Report 
Name Person Reporting 
LENARD, JOAN 
5/1/04 
VII. INVESTMENTS and TRUSTS -income. value. tran.ions (includes those the spou.o;e and dependent children. Sec pp. 34-57 offiling instructions.) 
Gross value end
Income during 
Transactions during reporting period 
Description Assets 
reporting period 
reporting period 
(including trust assets) not exempt from 
{I) 
(2) 
(2) 
(J) 
(5) 
Place*(X)* after each asset exempt 
Type (e.g. 
Value
Amount Type (e.g Value 
Value  Gain  Idcntil)  
Codc2  Code  buyer/seller (if  
(l-P)  (A-fI)  private  

Date: 
from prior disclosure 
buy, sell, Month
Method
Code2
Code div. rent. 
(All) int.) (J.P) Code3 Day
merger, 
redemption) transaction)
36. SCI IRNG PLGH-COMMON Dividend 
38.
SUN MICROSYSTEMS, INC.-COMMON None 
VODAPHONE-COMMON Dividend 
40. 
VERIZON COMM.-COMMON Dividend 
ENTERGY CORP.-COMMON Dividend 
41. 
SBC COMMUN.-COMMON Dividend 

42. 
QUEST COMM.-COMMON None 

43. 
ATT-COMMON Dividend 

44. 
CISCO-COMMON None 
46. 
ORACLE-COMMON None 
BANK ATLANTIC-COMMON Dividend 
47. 
VOICE FLASH NTWRK None 

48. 
BLACKROCK MUNICIPAL FUND Interest 

SPANISH BROADCASTING SYSTEM-COMMON None
49. 
COMCAST CORP.-COMMON None
so. 
INVESTMENT PROJECTS 
51. 
PALISADES BSEBLL,CA Distnbution
52. 
BANK.RUP 12/IS 
DISTRIBU 8120 TION 
DIXON-ALSUDA,FL None Income/Gain Codes: $1,000 less $1,001-$2,500 $2,501-$5,000 $5,001-$15,000 $15,001-$50,000
(Sec Colwnns and) $50,001-$100,000 $100,001-$1,000,000 $1,000,001-$5,000,000 More than $5,000,000 Value Codes: $15,000 less $15,001-$50,000 $50.001-$100,000 $100,001-$250,000
(Sec Colunms and D3) $250,000-$500.000 $500,001-Sl,000,000 $1,000,001-$5.000,000 $5,000,001-$25,000,000 $25,000,001-$50.000,000 $Morethan $50,000.000 Value Method Codes =Appraisal Cost (Real Estate Only) Assessment Cash/Market 
(See Colunm C2) =Book Value =Other =Estimated 

VII. INVESTMENTS and TRUSTS -income. va1ue, tran.=tions Cinctudesthosc ort11e spouse anddepcndcntchi1dren. See pp. 34-s1 offilinginsuuctions.>  ll.  
Description A'i.'ICts (including trust assets)  Income during reporting period  Gross value end reporting period  Transactions during reporting period  

Ifnot exclTlf'l from disclooure
(I) (2) 
(2) (3) (4) (5) 
Place "(X)' aflcr each asset exempt 
Amount Type {e.g. Value from prior disclosure Cndc2
Code div. rent. 
(A-H) inL) (J-P) 

ESTRIN-WNSTN.FL 	None54. 
SS. FORTY-ONE SIXTY,LTD.,FL 	None 
56. SWEETWATER.L TD.,FL 	None 
S7. LAND:PTNRS,FL 	None 
S8. PIER ONE IMPT/,FL 	Rent 
Value Type (e.g. Date: Value Gain Identity Method buy, sell. Month-Code:? Code buyer/seller(if merger,
Code3 Day (J-P) (A-H) private
redemption)
(Q-W) 	transaction) SOLD 611 	THE SANCTUARY, SOLD 6126 	CORNERSTONE PROP. 
COMM'L DEVLP/LEHMN,FL 	Rent 
60. 
COMM'L DEVLP/PROJ84,FL 

61. 
COMM'L DEVLP/CRNVL,FL 

62. 
NMB CMMRC CTR.LLC,FL 

63. 
SELECT FUNDING ASSOC.,FL 

64. 
SELECT/PEABODY ,MA 6S. SELECT/AITLEB.,FL 

66. 
RETIREMENT ACCOUNTS 

67. 
OPPENHEIMER FUNDS: M/MF 

GNMA 

68. 

69. 
EVERGREEN FUND 

70. 
EVERGREEN EQUITY INCOME FUND 

Rent 
Rent 
Rent 
Interest 
Rent 
Rent 
Interest 
Dividend 
None 
Nooe
FEDERATED KAUFMANN FUND 	None lnc:omc/Gain Codes: $1,000 less $1,001-$2,500 $2.501-$5,000 $5,001-$15,000 $15,001-$50,000  
(See Columns and D4) $50,001-$100,000 $100,001-$1,000.000 $1,000,001-$5,000,000 More than $5,000,000 aluc Codes: $15,000 less $15,001-$50,000 $50,001-$100,000 SIOOJlOl-$250,000  
(See Colwnns and D3) $250,000-$500,000 $500,001-$1,000,000 $1,000,001-$5,000,000 $5,000,001-$25,000,000 $25,000,001-$50,000,000 $More than $50,000,000 Value Method Codes Appraisal Cost (Real Estate Only) Assessment Cash/Market  
(See Column C2)  =Book Value  =Other  ;Estimated  

Date Report 
Name Person Reporting 
LENARD, JOAN 
511/04 
VII. INVE ST.MENTS and TRUSTS income. value. tran...:ations (includes those ort1te spouse and dependent children. See pp. 34-s1 offitins instructions) Income during Gross value end Transactions during reporting period Description Assets 
reporting period reporting period 
(including tru.t a."SCts) 
not eitcmpl from disclosure
(2)
(I) 
(2) (I) (3) (5) 
Place "(X)" after each as.m exempt 
Value Type (e.g. Date:
Value
Amount 
Gain Identity 
Value
Type (e.s.
from prior disclosure 
Method buy, sell. Month-
Code buyer/seller (if 
Code 
div. rent. Code2 
Gode 
Code3 merger, Day
int) (J-P) 
redemption)
(A-H) private(A-H) 
(Q-W) 
transaction) 
72. 
FIDELITY (IRA) 

GENERAL ELECTRIC-COMMON 

73. 

74. 
FL-DEF.BEN.PNSN.(VESTED) 

FL-DEFERR. COMP.PLN 

75. 

ICMA-401 PENSION 

76. 

Interest  
Dividend  
None  
Interest  
Interest  

78.
ICMA-457 DEF.COMP. 
Interest 
FIDELITY ANNUITY
None 
80.
OPPENHEIMER FDS: M/MF#I 
Interest 
GMMA#2
Dividend 
FIDELITY CASH RES.
81. 

82. 
CROPMTON CORP.-COMMON 

ENTERGY CORP.-COMMON 

83. 

LUCENT TECH.-COMMON 

84. 

EDISON INT.-COMMON 

85. 

UNISOURCE-COMMON
86. 
17. CISCO-COMMON 
HEWLETT-PACKARD-COMMON
88. 

GENERAL ELECTRIC-COMMON
89. Income!Gain Codes: Sl,000 less 
(Sec Columns and D4) $50,001-$100,000 Value Codes: $15,000 Jess (See Colmnns and D3) $250,000.$500,000 $25,000,001-SS0.000,000 aluc Method Codes Appraisal 
(Sec Column C2) =BookValue 

Interest 
Dividend 
Dividend 
None 
None 
Dividend 
None 
Dividend 
Dividend Sl,001-$2,500 $100,001-$1,000,000 $15,001-$50,000 $500,001-$1,000,000 Cost (Real Estate Only) 	=Other $2,501-SS,OOO Sl.000,001-$5,000,000 $50,001-$100,000 Sl,000,001-$5,000,000 SM



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