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Judicial Watch • Marjorie O Rendell Financial Disclosure Report for 2007

Marjorie O Rendell Financial Disclosure Report for 2007

Marjorie O Rendell Financial Disclosure Report for 2007

Page 1: Marjorie O Rendell Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:13

Date Created:November 17, 2008

Date Uploaded to the Library:November 13, 2013

Tags:rendell, Marjorie, Marjorie O Rendell, Market, 2007, INVESTMENTS, TRUSTS, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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MARJbRIE RENDELL 

21613 UNITED STATES COURTHOUSE CIRCUIT JUDGE INDEPENDENCE MALL WEST 601 MARKET STREET PHILADELPHIA, 19106-1598 
July 2008 

VIA FAX AND FIRST CLASS MAIL 
Committee Financial Disclosure 
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Administrative Office the U.S. Courts
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Calendar Year 2007
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Gentlemen: 
 Line 47, Westcore Growth: Insert "none" column B(2) 

 Line 91, "DFA Tax Mgd": Insert "(Y)" column trust that this responds full:y your inquiry, but please feel free contact you have further questions concerning this report. 
 

P.01/01
JUL-08-2008 15=20 JUDGE RENDELL 

MAR.JORIE; RENDELL Z161:S UNIT0 STA.TES COURTHOUSE CIRCUIT JUDGE: lt'fDJ::PENDl!:NCE MAU. WEST 601 MAR.KET S'J'RltET t!5) 597-3015 

PHILADL,..HIA, 19106-1$98 

July 2008 

Committee Financial Disclosure Administrative Office the U.S. Courts Suite 2-301 One Columbus Circle, N.E. 
Washington, 20544 

Gentlemen: 
 
Line 47, Westcore Growth: Insert "none" column B(2) 
 
Line 91, "DF Tax Mgdt': Insert "(Y)" column trust that this responds fully your inquiry, but please feel free contact you have further questions concerning this report. 

MOR: 

TOTAL P.01 Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app.  101-11]) Person Reporting (last name, first, middle initial) Rendell, Marjorie Court Organization USCA -3CA -Philadelphia Date Report 05/13/2008 Title (Article III judges indicate active senior status: magistrate judges indicate full-or part-time) Circuit Court Judge (Active)  Sa. Report Type (check appropriate type) Nomination, Date Initial [ZJ Annual Final Reporting Period 01/01/2007 12/31/2007  
Sb. Amended Report Chambers Office Address U.S. Court Appeals 601 Market Street, Room 21613 Philadelphia, 19106-1598 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable i11fom1ation. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Chair venue the Arts, Inc. Director Regional Performing Arts Center 
Chair, Board Overseers School Nursing, University Pennsylvania 

Board member Penn Medicine 
II. AGREEMENTS. (Reporting individual 011/y; see pp. 14-16 filing instructions.) 
[ZJ NONE (No reportable agreements.) 

PARTIES AND TERMS 

Name Person Reporting 
Date Report 
Rendell, Marjorie 
05/13/2008 
IIJ. N-JNVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's Non-Investment Income 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.)  

 SOURCE AND TYPE 2007  Philadelphia Sports Media L.P.  -TV Sports Commentator  

Commonwealth Pennsylvania -earnings for services Governor 
3.2007 City Philadelphia -pension 2007 University Pennsylvania -Instructor 
JV, 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 

Name Person Reporting 
Rendell, Marjorie 
05/13/2008 GIFTS. (lllcludes those spouse and dependent children; see pp. 28-31 filing instructions.)  NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  VALUE  honorary golf membership -Sec VIII  Torresdale-Frankford Country Club 0.0 honorary golf membership -Sec West Shore Country Club 0.0 VIII honorary golf membership -See Blue Ridge Country Club 0.0 VIII 

VI. LIAB ILJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE Construction/permanent Joan rental property

Name Person Reporting 
Rendell, Marjorie 
05/13/2008 
VII. INVESTMENTS and TRUSTS --income, value, transactions (lflc/udes t1iose spouse and dependent c1iadren; see pp. 34-60 filing instructions.> 
NONE (No reportable income, assets, transactions.) 

(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000or less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns 	and D3) =$250,001 -$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 1nan $50,000,000 Value Method Codes :::::Appraisal =Cost (Real Estate Only) :::Assessment =Cash Market (See Column C2) =Book Value =Other 

Name Person Reporting 
05/13/2008
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS --illcome, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing i11structians.J 
NONE (No reportable income, assets, transactions.) 
Income during (including trust assets) reporting period Assets 
(I) (2)
Gross value end 
reporting period 
---	(4)
"'""'
(3) ___
(5)
(2)
(2)
"(X)" after each asset 
Date Value Gain Identity 
Type (e.g.,
Amount 
Value 
Value
Type (e.g.,
Place 
buy, sell,Code exempt from prior disclosure 
Method
div., rent, 
Code2 
Month -Code Code buyer/seller

;::)
(A-H) 
Day (J-P) (A-H) ---
Code 
redemption)
(J-P) int.) 
(Q-W) 
18. Royce Value Plus Dividend 
Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 $5,000 =$5,001 -$15,000 =$15,001 -$50,00J (See Columns and 04) =$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,()(ll -$250,000 

(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001  $5,000,000 =$5,000,001 $25,000,000 =$25,000,oUI -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cos< (Real Estate Only) :::Assessment =Cash Market (See Column C2) =Book Value ==Other :::Estimated 
... 
Name Person Reporting 
05/13/2008
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS --income, value, 1ra11sactions r1nc1udes those spouse and dependent children; see PP 34-60 filing i11structio11s.J NONE (No reportable income, assets, transactions.) 
---------.----------.-

Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting per iod  
--- 
(1) (2)  (1) (2)  (1)  (3) (4)(2)  

(5) 
Place "(X)" after each asset Amount Type (e.g., exempt from prior disclosure div., rent, 
Code (A-H) int.) 
L___ 
35. DFA One Fixed Dividend 
Value Vaiue Code Method (J-P) 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Buy 
Date 
Month-
Day 

04/26 
Value  Gain  Identity  
Code  Code  buyer/selle  
(J-P)  (A-H)  (if private  
transaction =$1,000 less =$1,001 -$2,500 =$2,501 $5,000 =$5,001 -$15,000 =$15,001 -$50,000 ll-1:::1::,c;::d ---G =$100,001  =$1,000,001 -$5,000,000 =More than $5,000,000 =$50,001 -$100,000 	$1,000,000 Value Codes =$15,000or less 415,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,001 -$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 =Book Value =Other ;:::;Estimated
 

Name Person Reporting 
05113/2008
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.! NONE (No reportable income, assets, transactions.) 
... 
Transactions during reporting period
Descripti Assets 
fncom:.during Gross value end
reporting period 
(including trust assets) 
reporting period Date 
(3) 
(5)
Gain 
Identity 
Value
(2)
Place "(X)" after each asset exempt from prior disclosure 
Value 
Value 
Method 

Type (e.g.,
Amount Type (e.g., Code int.)
div., rent, Code 
buyer/sellerredemption)
buy, sell, Day (A-H) 
(if private transaction)
(J-P) 
Month 
Code
Code
(A-H) 
(J-P) Code 
(Q-W) Income Gain Codes: =$1.CXXJ less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000  
(See Columns and D4)  F=$50,00I -$100,000 =$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000or less =$15,001 -$50,000 =$50,001$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes (See Column C2) =$25,000,001 -$50,000,000 =Appraisal =Book Value =Cost (Real Estate Only) =Other =More than $50,000,000 =Assessment W=Estimated =Cash Market  

Name Person Reporting 
05113/2008
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions c1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.> NONE (No reportable income, assets, transactions.) 
Description Assets Income during (including trust assets) reporting period 
(2)
(l) 
Type (e.g., 
Place "(X)" alter each asset Amount 
Code 
div., rent, 
exempt from prior disclosure  
Gross value end  
reporting period  
(1)  (2)  (I)  
Value  Value  Type (e.g .  Date  Value  Gam  
Code2  Method  buy, sell,  Montl1  Code  Code  buyer/seller  

(A-HJ int.) Code3 redemption) 
Day 
(J-P) (A-H) 
(if private

transaction)
(Q-W) 

Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001-$15,000 =$15,001 -$50,000  (See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000or less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$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 .)s0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Seo Column C2) =Book Value "1her =Estimated  

Name Person Reporting 
Date Report 
Rendell, Marjorie 
05/13/2008 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Inctudes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
86.  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

Westcore lntl Frontier Fund Dividend 
10/18
Buy 
87. William Blair Large Cap Growth Dividend 
88. Federated Short Term Muni Bond Fund Dividend 
Shrader Muni Bond Fund Dividend 
90. 
DuPont -common stock (Y) 

91. 
DFA Tax Mgd U.S. 5-10 Value 

Dodge Cox Stock (Y) 
Janus Fund (Y) 
94. Janus Overseas Fund (Y) 
Fasciano (Y) 
96. First Eagle SoGen Global Class (form SoGen Int'!) (Y) 
Sound Shore (Y) 
98. Schwab Money Market Fund (Y) 
100. 
Westcore Growth Fund (Y) 
Rental property Ocean City, (2000 Rent 
$645,000)  
JOI. Income Gain Codes: =$1,000 less 41,001  $2,500 =$2.501 $5,000 =$5,001 -$15,000 =$15,001  $50,000  
(See Columns and 04) =$50,001 -$100,000 4100,001 -$1,000,000 41,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15, 000 Jess 415,001  $50,000 =$50,001 -$100,000 4100,001 -$250,000  
(See Columns and 03) 4250,001  $500,000 4500,001 -$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  

Name Person Reporting 
05/13/2008
Rendell, Marjorie 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicale partofReport.) 
Part G!FrS 
Honorary golf memberships with Torresdale-Frankford Country Club, West Shore Country Club, and Blue Ridge Country Club: were become member these clubs, certain that initial fees and ongoing fees would several thousands dollars; however, use these memberships infrequently, and estimate the value me, based use, less than thousand dollars. 
Part VII. INVESTMENTS and TRUSTS 
G!FfS -Item line was contribution the Rendell Charitable Gift Fund (managed the Schwab Fund for Charitable Giving) 

Item line (McDonald's). the 2006 report (also line 58), D(l), the notation "Gift" (11/17/06) should have read "Partial Gift." 

Name Person Reporting 
'Rendell, Marjorie 
0511312008 
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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