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Judicial Watch • Lowell A Reed Jr Financial Disclosure Report for 2007

Lowell A Reed Jr Financial Disclosure Report for 2007

Lowell A Reed Jr Financial Disclosure Report for 2007

Page 1: Lowell A Reed Jr Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:8

Date Created:October 30, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Lowell A Reed Jr, Lowell, trust, Market, 2007, INVESTMENTS, transactions, TRUSTS, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 US.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report  
REED, Jr., Lowell Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) Senior District Judge Chambers Office Address 4001 Courthouse Market Street Philadelphia, 19106  U.S. District Court Sa. Report Type (check appropriate type) Nomination, Date Initial [{] Annual Sb. Amended Report Final the basis the information contained this Report and anmodifications pertaining thereto, is, opinion, compliwith applicable laws and regulations. Reviewing Officer  05/08/2008 Reporting Period 01/01/2007 12/31/2007 ance Date  

IMPORTANT NOTES: The instructions accompanying this form must befollowed. Complete al/parts, checking the NONE box for each part where you have reportable information, Sign last page, POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) 
[{] NONE (No reportable positions.) 
POSITION 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 
f'-,..J  
(/)CJ QC)  ::u ...., 04,. (/)'!:.,:  ::;i:: ::x>  
c:;x :::0 -,.,,  rn- 
C)):> .,.,,  
J'T1 

Date Report 
REED, Jr., Lowell 
05/08/2008 
III. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income 
[{] NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2/07 Trustee, Testamentary Trust, Trustees commissions. (See VIII) 

IV. REIMBURSEMENTS -transportation, lodging,food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 

Date Report 
REED, Jr., Lowell 
05/08/2008 GIFTS. (Includes those >po use and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION 	VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
Date Report 
REED, Jr., Lowell 
05/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nciudes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during rep orting period  
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period  reporting period  

(l) 
(2) (!) 
(2) 
(3) (5) 
Amount Type (e.g., 
Value 
Value 
Type (e.g., Date 
Value
Place "(X)" after each asset 
Code 
Method 
buy, sell, 
Code
exempt from prior disclosure 
buyer/seller

(A-H) 
redemption)
Code 
(J-P) (A-H) int.) (if private 
transaction)
(Q-W)
______L____J Income Gain Codes: ""S 1,000 Jess =Sl ,001 -S2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000  
(See Columns and D4) =S50,001 100,000 100,001 -S1,000,000 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  
(See 'columns and 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 =S25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2)  U=Book Value  V=Other ""Estimated  

Date Report 
REED, Jr., Lowell 
05/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) (I) 
setPlace "(X)" after each  Amount  Type (e.g.,  Value  Value  
exempt from prior disclos ure  Code  div., rent,  Code  Method  
(A-H) int.)  (J-P)  Code  
(Q-W)  

Type (e.g., buy, sell, redemption) 
Date 
Month Day 

Value Gain 
Identity Code 
Code buyer/seller 
(J-P) 
(A-H) 
(if private transaction) Income Gain Codes; ==S 1,000 less =S!,001  S2,500 =S2,50  S5,000 =$5,001  $15,000 =$15,001 -S50,000  
(See Columns and 04) =550,00 I00,000 =SI 00,00 1,000,000 =$1,000,001 -$5,000,000 =More than S5,000,000 Value Codes 15,000 less =SI 5,001 -550,000 =$50,001 -$100,000 =SI 00,00 -5250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -S25,000,000 =S25,000,00I -550,000,000 =More than $50,000,000 Value Method Codes ==Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(see Column C2) =Book Value  Vther =Estimated  

Date Report 
REED, Jr., Lowell 
05/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  B.Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(I) (I) 
(2)
(2) 
(4) 
(5) 
Value 
Value 
Date
Type (e.g.,
Place "(X)" after each asset Amount Type (e.g., 
Identity Code Code 1exempt from prior disclosure 
div., rent, 
Code 
Method 
Month 
buy, sell, 
buyer/seller 
(A-H) int.) 
Code 
redemption)
(J-P) 
Day 
(if private 
(A-HJ 
(Q-W) 
transaction) 
35. Vanguard Convertible Bond Fund (x)  Dividend  Transfer  3115  
36. Vanguard Tax Managed Bal Fund  Dividend  Buy  /131 Income Gain Codes: =$1,000 Jess =Sl ,OOI -S2,500 =$2,501 -$5,000 =S5,00I -SI5,000 =$I5,001 -$50,000  
(See Columns and 04) Value Codes =$50,001 -SI00,000 =SI 5,000 less =SI 00,00 -SI ,000,000 =$15,00I -S50,000 =SI,000,001 -SS,000,000 =$50,00I 100,000 =More than $5,000,000 I00,00 -$250,000  
(See Columns and 03) =S250,00 -5500,000 =$500,00 -SI ,000,000 =SI,000,00I -$5,000,000 =55,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Appraisal =Cost (Real Estate Only) =More than S50,000,000 ""Assessment =Cash Market  
(See Column C2) =Book Value =Other ===Estimated  

Date Report 
REED, Jr., Lowell 
05/08/2008 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicale partofReporl) 

For Section III 
income paid her commission one three trustees; she not beneficiary the trust, either income distribution corpus. This private testamentary trust which-has property interest now remainder man. 
The corpus the trust never was and never will derived from the assets, income activities the filer The filer cannot expect derive benefit from the trust income corpus. The service trustee, and commissions earned are the sole financial interest and responsibility Neither the filer nor the-has filed any-tax return with the trust and the filer has knowledge the property corpus the trust. Finally, annual commission not based upon the level profitability the trust property. 

Name Person Reporting 
REED, Jr., Lowell 

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. 

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



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