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Judicial Watch • Mark L Wolf Financial Disclosure Report for 2004

Mark L Wolf Financial Disclosure Report for 2004

Mark L Wolf Financial Disclosure Report for 2004

Page 1: Mark L Wolf Financial Disclosure Report for 2004

Category:Financial Disclosure

Number of Pages:8

Date Created:January 5, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Liquid, Mark L Wolf, Partners, money, Growth, mutual, trust, 2004, Market, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Rev. 1/2004 
 
FOR CALENDAR YEAR 2004 U.S.C. app.  101-111) Person Reporting (Last name, First name, Middle initial) Wolf, MarkL Court Organization District Massachusetts Date Report 5/13/2005 Title (Article lil Judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge Active ReportType (check appropriate type) Nomination, Date Initial @Annual Final Reporting Period 1/1/2004 12/31/2004 Chambers Office Address Courthouse Way Suite 5110 Boston, 02210 the basis the infonnation contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions) NONE  -(No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Chainnan, Director  Albert Schweitzer Fellowship Chair John William Ward Fellowship  Trustee  Trust  
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions)  NONE -(No reportable agreements.) PARTIES AND TERMS ,,,oo::.3 mS,:? -qi :::!  --co ..... :z:::.. :.::c c::> c.n  ;lj r11 fT1  

Wolf, MarkL 
ill.  NON-INVESTMENT INCOME.  (Reporting individual and spouse; see pp. 17-24 filing instructions) Filer's Non-Investment Income  NONE -(No reportable non-investment income.)  SOURCE AND TYPE  GROSS INCOME (yours, not spouse's) Spouse's Non-Investment Income -(If you were married during any portion the reporting year, please complete this section. Dollar amount 
 
not required except for honoraria.) 
 NONE -(No reportable non-investment income.) 
SOURCE AND TYPE 
IV. REIMBURSEMENTS --transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children. Sec pp. 25-27 instructions.) NONE -(No such reportable reimbursements.) 
SOURCE  DESCRIPTION  New York Patent Law Association  NY, NY, March 26, 2004, Annual Dinner for Federal Judiciary (Transportation, Food, and  
Lodging) U.S. Department State China, April 16, 2004-May 2004, Speaking behalf Government (Travel, Food, Lodging, Shots) GIFTS. 
 NONE -(No such reportable gifts.) 
SOURCE 
VI. LIABILITIES. 
 NONE -(No reportable liabilities.) 
CREDITOR
5/13/2005 
VIL INVESTMENTS and TRUSTS --income, value, -transcations (includesofthe spouse and dependent chi.l dren. See pp. 34-57 filing instmctions.) 
thoe 
Incomeduring Gross value Transactions during reporting periodDescription Assets 
reporting period reporting period (including trust asse not 
exempt from disclosure(I} (2) (1) (2) (!) 
(2) (3) (4) (5) 
Place "(X}" after each asset exempt Type (e.g. 
from prior disclosure 

Amount Type (e.g. Value ule Date: Value Gain Identity
buy, sell, Month-
Code iv. rent. Code2 Method 	Code2 Code buyer/seller 
int.) (J-P) 	Code3 merger, Day (J-P) (A-(if private (Q-W) transaction} 
redemption) 
DNONE (No reportable sets, transactions)
income, 
Fidelity USA (Money Market) Dividend 
Fidelity Fund (Mutual) Dividend 

Bank America (formerly Fleet Bank) (Checking) Interest 
Bank ofAmerica Savings Interest 
Public Storage (Corp) Dividend 
Fidelity Fund (Mutual) Dividend 
Fidelity Puritan Balanced Fund (Mutual) Dividend 
Atlantic Trust Pell Rudman ("ATPR") Eq. Growth Dividend part sold 6/I5 and sold 6/30 Fund 7/30/ I2/I5 
AIM Liquid Asset Money Market Fund (Money Interest Market) 

IO.  AIM Liquid Asset Money Market Fund (Money Market) ATPR Equity Income  Interest Dividend  
12.  ATPR Midcap Growth (Common Trust)  Dividend  
13. 14.  Dighton Rehoboth Regional Sch. 5.I5% 7/15/05. (Bond) McDonalds Corp. (Stock)  Interest Dividend  sold  7115  
15. St. HFA Single Family 5.25% I2/I/06 (Bond)  Interest  part sold  6/15  
16.  Foxborough 5.25% 1/15/09  Interest  
17.  Merrill Lynch Global Allocation (Mutual)  Dividend  
18. St. Turnpike Auth. 5.1 I/1108 (Bond)  Interest 	Income/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 oo,ool 1,000,000 $1,000,00J-$5,000,000 =More than $5,000,000 Value Cod es: $15,000 less $15,001-$50,000 $50,001-$100,000 $100,001-$250,000 $1,000.00 l-$5,000.000 $5.000,001-S25,000,000
(See Column and D3) $250.000-$500,000 $500,001-S l,OOO.OOO $25.000,001-S50,000,000 =$More than $50,000,000 Method Codes =Appraisal Cost (Real Estate Assess ment =Cash/Market (See Colurm1 C2) =Other 
imated
=Book Value 
5/13/2005 
VII. INVESTMENTS and TRUSTS -income, value;transcations (includes thQse the spouse and dependent children. See pp. 34-57 filing instructions.) 
Income during Gross value end Transactions during reporting period 
Description Assets 
reporting period reporting period 
(including trust assets) 
(I} 
Ifnot exempt from disclosure 
(I) (2) (I) 
(3) (4) (5) 
Place "(X)" after each asset exempt Type (e.g.
Amount Type (e.g. Value Value Date: Value Gain Identity from prior disclosure buy, sell, 
Code div. rent. Code2 Method Month-Code2 Code buyer/seller -H) int) 
Code merger, Day (JP) (A-(if private 
redemption)
(Q-W) 
transaction) St. Cons. MBIASERD 5.5% (Bond) Interest
19. 
20. ATPR Muni Tax Exempt (Common Trust) Dividend 
EMC Corp. (Stock) None
21. 
22. 
ATPR Midcap Growth (Common Trust) Dividend part sold 3/31 

23. 
ATPR Midcap Growth (Common Trust) Dividend 

AJM Liquid Assets Imoney Market) Interest
24. 
25. 
ATPR Equity Growth (Common Trust) Dividend part sold 6/15 

26. 
ATPR Equity Growth (Common Trust) Dividend 

Neuberger Berman Genesis Fund (Mutual) Distribution
27. 
28.  LILO, LLC (Limited Liability Corp.)  .Dividend  
29.  [Family] Blues Partners (Limited Partnership)  None  
30.  AIM Liquid Assets (Money Market)  Interest  
31.  ATPR Midcap Growth (Common.Trust)  Dividend  
32.  ATPR Equity Growth Fund (Common Trust)  Dividend  
33.  AIM Liquid Assets (Money Market)  Interest  
34.  AIM Liquid Assets (Money Market)  Interest  
35.  AIM Liquid Assets (Money Market)  Interest  
36.  AIM Liquid Assets (Money Market)  Interest Income/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) $50,00l-$100,000  =$100,001-S l,000,000 $l,OOO,OOJ-$5,000,000 =More than $5,000,000 Value Codes:  =$15,000 less $15,001-$50,000 $50,00 I-$ 00,000 $l00,00I-S250,000  
(See Columns and D3)  =$250,000-$500,000 $500,001-SI,OOO,OOO $1,000,00 l-$5,000,000 $5.000,00l-S25,000,000 $25.000,00 l-S50,000,000 =$More than SS0,000,000 Value Method des  =Appraisal Cosl (Real Estate Only)  =Assessment  =Cnsh/Market  
(Se Column C2)  =Book Value  =Other Estimated  

VII. INVESTMENTS and TRUSTS -income, value;transcations (includes tho.See pp. 34-57 filing instructions.) ofthe spouse and dependent children. 
Description Assets (including trnst assets) 
Income during Gross value end Transactions during reporting period reporting period reporting period 
Ifnot exempt from disclosure{I) (2) (I) (2) (!) 
(2) 
(5) 
Place "(X)" after each asset exempt 
Value Gain Identity 
Amount Type (e.g. Value Value Type (e.g. Date: 
from prior disclosure buy, sell, Month-
Code div. rent. Code2 Method ode Code buyer/seller 
(A-H) int.) 
Code3 merger, Day 
(J-P) (A-(if private 
redemption)
(Q-W) 
transaction) 
Citizens Bank (Savings and Checking) Interest 
38. Mass State Cons. MBIASERD 5.59% (Bond) Interest St. Health Auth. 7/1/04 (Bond) Interest redemption 7/1 
40. 
Boston G.O. 8/1/13 (Bond) Interest 

41. 
Longleaf Partners (Mutual Fund) Dividend 

42. 
Longleaf Partners (Mutual Fund) Dividend 

Longleaf Partners (Mutual Fund) Dividend 
44. Dodge Cox Stock Fund (Mutual Fund) Dividend
ATPR Short Term Muni Bond Fund (Common Dividend part sold 6/20 
Trust) 
46. ATPR Short Term Muni Bond Fund (Common Dividend Trust)
Atlantic Whitehall Intern. Fund (Mut. Fd.) (form. Distribution 
ATPR)
48. Dodge Cox Stock Fund (Mutual Fund) Dividend redemption 7/1 HEFA Caregroup ETM 7/1104 Interest Buy
50. St. HEFA Partners (Bond) 7/1107 Interest Buy 7121
51. Brookline 5.125% (Bond) Interest Income/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-Sl,OOO,OOO $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) $250,000-$500,000 $500,00!-Sl,OOO,OOO $1,000,00l-$5,000,000 $5,000,00l -S25,000,000 $25.000,00 l-S50,000,000  =$More than S50,000,000 Value Method Codes  =Appraisal  =Cost {Real Estate Only) Assessment  =Cash/Market  
(See Column C2)  =Book Value  =Other  =Estimated VIII. 

Wolf, MarkL 
5/13/2005 
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.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature 
.s 
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