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Judicial Watch • Joseph E Irenas Financial Disclosure Report for 2009

Joseph E Irenas Financial Disclosure Report for 2009

Joseph E Irenas Financial Disclosure Report for 2009

Page 1: Joseph E Irenas Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:8

Date Created:November 9, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Joseph E Irenas, intentionally, Joseph, TRUSTEE, Fidelity, trust, 2009, EPA, dividend, Financial Disclosure, ICE, CIA, financial, income, Judge


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AO- I.WP) Govermnent Act 1978. 
Rev I;2006 -2. {.LS.C. app. fflOl-ll])

......... ......

FOR CALENDAR YEAR i~-,Q 
, ~,.~ ~,,
Irenas, Joseph 	Umted States Dmtnct Court 12/06/2010 Title 	(Article lit judges indicate active senior status: 5a. Report Type (check appropriate type) Reporting Period magistratejudges indicate full- part-time)
U.S. District Judge Senior Nomination. Date Initial Annual Final t01/2009 12131/2009 ................ Chambers Offic~ Address 	 the basis the informalio,~ contained this Report and any modifications
perlaining lhereto, is, Olfinion. compliance with pplicafile laws and

regulations. Camden, 08101 Reviewing Officer Date 
P.O. Box 2097 
IMPORTANT NOTES: The ir~structions accompanying t]~isjorm must followed Complete a!l parts checking the NONE box for each part where you have reportable information. Sign last page POSITIONS. (tCepo,,ng individt,al only," see pp. 9-13 l,,structions.) POSITION NAME ORGANIZATION/ENTITY 
NONE (No reportable positions.) 
II. AGREEMENTS. a~,o,-,~,,g individ,,al only; see pp. t4-16 Instructions.) 
PARTIES AND TERMS :DATE 
 NONE (No reportable agreements.) 
111. NON-I NVESTMENT INCOME. (Repo~,,,,g ,,,ai,,ia~,~t a,,,~,wo~se; se~ tP 7-24 
INCOME
DATE 	SOURCE AN[) TYPE Fliers Non-Investment Income 
NONE (No reportable non-investment income.) " 	Spouses Non-Investment Income- lf}~U were married during any portion the reporting year, please complete this section. (dollar amount not reqt, ired except for honorariu) 
, 	NONE reportable non-investment income.) 
lrenas, Josepl~ 12/06/10 
IV. REIMBURSEMENTS transpo~ation, lodging, food, entm~ainment. 
(Includes tkose spouse and depennt children. See pp, 25-27 I~structions) 
DESCRIPTION NONE (No such repo~able reimbursements.) 
SOU RCE GIFTS. (lnclus those spouse and depennt chilen. See pp. 28-31 Instructions.) 
SOURCE DESCRIPTION VALUE NONE (No such repo~able gifts.) 
VI. LIABILITIES. (Includes tkose {~spouse and dependent ckildren See pp. 32-33 Instructions,)  CREDITOR NONE (No reportable liabilities.)  DESCRIPTION  VALLJE CODE*  

,1=$15,000 less K=$ 5,001 -$50,00~} L=$50,001 -$100,000 M=$100,001 -$250,000 alue Codes: 
N=$250,001-$500,000 O=$50(t,001 -$1.000,000 1=$I,000,00 I-$5,000,000 p2=$5,{}00.00!_$25.000,000 p3=$25.000,001.50,000,000 P4=$50,000,001 more 

VII. Page INVESTMENTS and TRUSTS income, value, transactions lncl~des ~l~ose 
spouse and dependent children. See pp. 34-60 Instructions. 	13.
Descriplion Assets Income Gross value Transactions during reporting period
(including trust assets) during ,at end 
reporting period reporting period 
(I) " (2) ........ (I) "" (2~ ..... (i~ not exempt fi-om disclosure 

Type Type ......................... buy,, sell, Value Identity
exempt from prior disclosure. Am. div., Vahle Method Dale. 	buyer/seller
 
Codel rent Code2 Code3 mere, =MenIt-Code2 Codel 
(A-H) int.) (.I-P) (Q-W) redem}tion) Day (J-P) (A-II} 0fprivate transaetien) 
NONE (No rc0ortable mcorne.

assets, 
Bank America Checki~-g Interest 
Account ........................... "2_ J.P. Morsan Chase Sa~. Cert. Interest Shares corp./Princeton bldg. Rent Wachovia Bank IRA Interest Wachovia Bank IRA Interest Smith Barney Money Market Interest Rhodia Inc. 	None interest Bank America sub. Bond 
Bank Amer. Invest Serv. Dividend nesL ~.r_k. ~t- ....................... EDA Heating Cooling Due 12/01 none Interest redeemed 
12/01/2010 Comment Intentionally left blank Pleasantville Sch Due 
10/0!113 Comment 
Sensivida Medd. Tcch.~ 	None nment 
1,4 Intentionally left blank 
Linden~0i~t Bore Sch ntercst redeemed 06/0 none 
FSA_M_at3 06/01/11 Intentionally left blank EDA State Lease PelT Interest 
03/15/2022 lncomc/GainCodcs: A=$1,~)00 less B=$1 001-$2,500 C=$2,501"$5.000 1)=$5,001"$15-000 E=$15001"$50"000 
(See Col. BI, D~I) F=$50,001-$100,O(J(I G=$100,001-$ (.)0t.000 H1=$1.000.001-$5,000.000 t-12=More than $5.000,000 (SeeVahe CodeS:cot. CI. DY)
:~.0g0~r-~}~(,.000 "---,auu,u, 00()PI=$ ,000 {)O-$~.000.000P~=* 000 001-$25.000,000 .... p3=$25,~00.001-$5{,000,000 P4=More than $50.000.000 Value Method Codes: Q=Apprd~,l R=Cosi(real cstatco~:~ty) S=Assessmen] .... l=Cash!bTl~rkct ........ 
(See Col. C2) U=Book value V=Other W=Estimated .................. 

Name lrenas, Joseph 	12/06/2010 

VII. Page INVESTMENTS and TRUSTS income, value, transactions (Inclz, cles tl~ose 
spouse and dependent children. See pp. 34-60 Instructions.) Description Assets
(inclt~dmg trust assetsI 
Place "(X)" a~er each a~set
exempt ~om prior disclosure. 
NONE [No reportable income.
asseLs, transaclions)  Intentionally let~ blank  
  Middletown Twp. N.) Bd. Ed. T/O. Dated 02/I 5/01; Dae 08/0 t/27  Fidelity IRA: See Comment Fideiit~;-R~h:ement ~nev
Market .................. 22 Fidelity Magellan Fidelity Contrafund [24 Fideli~ OTC Porttblio Fidelity Overseas 26 Morgan Stanley Bk. 3.25% Gotdman Sachs Intentionally left blank 6V~% interest music publishing 
business located Europe
It~come Gross value Transnctions during reporting period
during e~ld 
reporting period reposing period (2) (2) (I) not exempt I)om disclosure Amt. hie.: Value 
merger, 	buyer/seller
Codel rent Code2 -Code ~Month-~ Code2 Codel 
(A-H) int.) (.I-P) (Q-W) redemption) Day (J-P) (A-14) (if private transaction) 	Interest 
Dividend Interest interest redeemed 11127 none interest ,Dividend Insurance Trust; See Comment Dividend 
)~hn Hancock (formerly Dividend
Manulifc) Whole Lit~ Policy ....... 	Mass Mutual Whole Lit~ ~olicy Dividend America Savings Interest
Certificate 
J.P. Morgan Chase Checking 	None 
Acct. 	Income/GainCodes: A=$1 ~00orlcss B=$1 901-52.500 ~See Col. BI. D4) ~:=$50.001- $100,U~U G=$100 001-$1 000,000 Val~ C:~d~s: ..... J~iS~000 Ics~ K=$15.001-$50.006 ............ ~See Col CI, D3~ N=$250,0~)1-$500.000 O=$500.001-$1.000-000 
P3=$25,000.001-$50. ~00.000 Value Method Codes: Q=Ap~fisal R=Cusl ,~cal c~tz~tc otdy) ~See Col. C2) U=Book value V=Other 
E=SIS,001"$50-000C=~2.501-$5,000 D=$5,001-$15,000
H1~$I,000.001-$5,000,000 H2=More .....................

than $5,000,000 
~=$50.001~ $~0~6 M=$100.001-$250.000 
P1=$1,000.001-$5,000-000 P2=$5,000,001-$25,000,000 

P4=More 
S=AsscSSllIIaI 
I=CaslgMarket 
W=Estimaled 

Name Person Rcpo~in~ [3ate Reporl

lrenas, Joseph 12/06/20 

VII. Page INVESTMENTS and TRUSTS income, value, transactions (Includes those 
spouse and dependent children. See pp. 34-60 Instructions.) B.C.
Description Assets Income Gross value~ Transactions during reporting period
(including trust assets) during end reporting period  reporting period 
(2~ ..... ~1) ~2) ............ ~I~ 

Place a~et exempt from prior disclosure.  Anat. Code (A-H)  Type~e.~.. rent int.)  Value Code2 (,I-P)  Va~ue Method Code {Q-W)  Type(e.g.buy sell, mergerredemption) ......... .........................(2) (3~ ~4)~ Date: Value Gain~Month-Day (J-P) ............................(5)Identity  
NONE  (No reportable income,assets, transactions) Oppenheimer Mtmi Fund Class Interest Amgen None ~39 
(See Col, ~l, I)4) F=$50,001- $100,000 G=$1b0,001-S1.000,000 H1~$1,000.0~l-$5.000,000 H2=Mo[~}han$5,~0.~-000 .............. Value Codes: J=$15,000 less K=$15,001-$50.000 i.=$50.00 I $100,00~ M=$100,001-$250,000 
(See Col. CI, 133) N=$250.001.$500,000 O=$500,001-$1~000,000 P1=$1~000,001-$5,000,000 P2=$5 000 001-$25,000,(}00
P3=$25,000,001-$50,000,000 P4=M0re than $50,000,000 ........... 
Val~ ~th0d Codes: Q~pr~is~ ........... ~co~((~eal c~tate only)-- S=~s~s~m~h~ ................ 
(See Col. C21 U=Book value V=Otber ..... ~.=Est.m~ated ................................. 

Name o(Person R~porting Date Report 
Joseph lrenas 05/15/2010 
VIII. ADDITIONAL INFORMATION EXPLANATIONS (Indicate part Report.) 
IX. CERT! FICATION. certify that all information given above (including information pertaining spouse and minor d~pendent children, any) accurate, true, and complete the best knowledge and beliel; and that any in[ormation 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 girls which have been reported are 
complianc,   7353 and Judicial Conference ~ulations.  
Signature NOTE: Date ~id) FALSIFIES FAILS TO~t21IS REPORT IVlAY  
~04.)  

Name Person Reporti~g Date Report 
Joseph Irenas 12/06/2010 
VIII.
 ADDITIONAL INFOI~MATION EXPLANATIONS on~i~,o ~,arto~Re,or,a
 (Items through 27) McCarter English maintained KEOGH Retirement Plan for all partners the finn. When withdrew from the firm 1992, interest the plan was segregated into separate account that managed sole discretion distinctly apart from the firms general retirement plan. Effective January 1996, all participants the plan were required invest their acconnts one often mutual funds offered Fidelity Investments, Boston, Massachusetts. Each i~und participant was permitted switch back and forth between any these funds, but could not otherwise choose other investments. with all mutual funds, actual investments are controlled fund managers. Effective May 2002, withdrew from the McCarter English plan and rolled over entire account into individual IRA where was permitted choose investments other than Fidelity funds. However, made change the particular Fidelity funds which have been invested, although 2008 did transfer Money Market funds into two specific investment selected (Nos. and Part VII, have listed values for the IRA whole and below that have listed the specific funds assets which invested. doing that purse,ant the instructions given correspondence 

from the Con-~nittee dated August 2002. Item No~ represents the value for the entire IRA. Items 21-27 ~epresent component parts the IRA. gather not required complete Columns and for the individual component parts which are mutual funds where not control the investments. However, have provided individual information for Nos. and 27, even though these amotmts are also included the entire IRA total No. 20. (Item 10) Issuer called one seven bonds 2008. The six remaining bonds were redeemed 200{).. (Item 30) Before became Judge, had created life insurance trust which transferred four policies, three issued Mass Mutual and one Northwestern Mutual. Depending circumstances ~i~ will beneficiaries the trust when die. The Trustee individual atlmney, lhave bceu p~,ying lhe premiums the Trustee, but since !i:i] are the beneficial owners the trust, these payments the Trustee for premiums a,e treated gifts the beneficial owners. All four policies are whole life policies which have cash values. The vah, code Column B(I) reflects all dividends received the Trustee whether not paid out cash used rednce premiums. The value code Column C(I) reflects the combined cash vah,e the [bur policies the trust. Dividends not used reduce p,emiums are paid the Trustee beneficial owner the trust. prior years, policy loans were made some policies pay portion the premiums. Dividends have also been used pay interest policy loans. Mediscience changed its name Sensivida Medical Technology 5/20/09 and did reverse split often one. thus became"~, The Pleasantville Sch. Bond lisled line the 2008 report and line this report was redeemed face value (Value Code 11/20/08. This redemption was inadvertently omitted from 2008 report.