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Judicial Watch • Mark R Kravitz Financial Disclosure Report for 2008

Mark R Kravitz Financial Disclosure Report for 2008

Mark R Kravitz Financial Disclosure Report for 2008

Page 1: Mark R Kravitz Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:10

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Awbury, Kravitz, Mark R Kravitz, Distributed, Partners, Distribution, Fidelity, Estate, trust, 2008, EPA, transactions, Financial Disclosure, ICE, CIA, income, Judge


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III. N-INVES TMENT ME. (Reporting individual and spouse; see pp. 7-14 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

(yours, not spouse's) Spouse's Non-Investment Income -If 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.) 

IV. REIMBURSEMENTS -transportation, lodging.food, entertainment. (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.)  
SOURCE  DATES  LOCATION  PURPOSE  ITEMS PAID PROVIDED American Bar Association  January 2008  Carlsbad,  Lecture: Annual Meeting  Transportation, lodging, meals American Judicature Society  October 2008  Lawrence,  Devitt Award Presentation  Transportation, lodging, meals GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

Date Report 
Kravitz, Mark 

04127/2009 

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  
(including trust assets)  reporting period  reporting period  

(2) 
{I) 
{I)
(2) 
Place "{X)" after each asset  Amount  Type (e.g.,  Value  Value  Type {e.g.,  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  
(A-H) int.)  {J-P)  Code  redemption)  
{Q-W)  

Transactio during  reporting  period  
(2) Date Month -Day  (3) Value Code (JP)  (4) Gain Code {A-H)  (5) Identity buyer/se lier {if private transaction) Income Gain Codes: 1,000 less  B=St,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000  E=$15,001 -$50,000  
(See Columns and 04)  F=$50,00 -SI 00,000  G=SI 00,00 -St ,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes  J=$I 5,000 less  K=$15,001 -$50,000  L=$50,001 -SI00,000  M=Sl00,00l -S250,000  
(See Columns and DJ) =$250,001 -$500,000 =$500,00 1,000,000 =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 Market =Book Value =Other  W:Estimated  

Date Report 
Kravitz, Mark 
04/27/2009 
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 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure  
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) Income Gain Codes: 1,000 less =$1,00  $2,500 =$2,50  ,000 =S5.00  15,000 =$15,001  $50,000  
(See Columns and 04) Value Codes  F=$50,00l SIOO,OOO =$15,000 less =$100,001-$1,000,000 =$15,001 -$50,000 =$1,000,001  $5,000,000 =$50,001  $100,000 =More than $5,ooo.ooo =$100,001 -$250.000  
(See Columns and DJ) =S250,00  $500,000 =$500,001  $1,000,000 =$1,000,001  $5,000,000 =$5,000,001  $25,000,000 =S25,000,00  $50,000,000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) sBook Value =Other  W=Estimated  

Date Report 
Kravitz, Mark 
04/27/2009 
VII. INVESTMENTS and -income, value, transactions (Includes those spouse and dependent children; see PP H-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

ome Gain Codes: 1,000 less =$1,00 -$2,500 =$2,50 -$5,000 =S5,00l -Sl5,000 =$15,001 -$50,000 (See Columns and 04) =$50,00 -$I 00,000 =$I 00,00 1,000,000 1,000,00 -$5,000,000 =More than $5,000,000 
Value Codes 15,000 less 15,00 -$50,000 =$50,001 -SI00,000 =St00,001 -$250,000 

(See Columns and DJ) =$250,00 -$500,000 =$500,00 1,000,000 =Sl ,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$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 W=Estimated 

Date Report 
Kravitz, Mark 
04127/2009 

VII. INVESTMENTS and -income, value, transactions (Includes 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  
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) Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

52. --Fidelity New Markets Income Fund 53. --Fidelity Small Cap Stock Fund  Distribution Distribution  Distributed Distributed  06/21 06/21  
54. --Fidelity Mid Cap Stock Fund  Distribution  Distributed  06/21  
55. --Fidelity Short Term Bond Fund  Distribution  Distributed  06/21  
56. --Fidelity Fifty Fund  Distribution  Distributed  06/21  
57. --Alpine Real Estate Equity Fund  Distribution  Distributed  06/21  
58. --Alpine lnt'l Real Estate  Distribution  Distributed  06/21  
59. --Third Avenue Real Estate Value  Distribution  Distributed  06/21  
60. --Marsico Growth Fund  Distribution  Distributed  06121  
61. --Sound Shore Fund  Distribution  Distributed  06/21  
62. --Third Avenue Value Fund  Distribution  Distributed  06/21  
63. --Vanguard Inter-Term Bond Index Fund 64. Trust# 65. --A wbury Partners (see note  Distribution Distribution  Distributed  06/21  
66. --Fidelity Cash Management Account  Interest  
67. --Third Avenue Value Fund  Distribution  
68. --American CenturyUltra Fund  Distribution lncome Gain Codes: 1,000 less =Sl,001 -S2,500 =S2,501 -S5,000 =S5,00I -$15,000 =Sl5,00I -$50,000  
(See Columns and 04) =$50,001 -SI 00,000 =SI 00,001 -Sl,000,000 =Sl,OOO,OOl -S5,000,000 =More than S5,000,000 Value Codes =SI S,000 less =Sl5,00I -$50,000 =SS0,001 -SI 00,000 100,001 -S250,000  
(See Columns and DJ) =$250,001 -SS00,000 =SS00,00 -S1,000,000 =Sl,000,001 -SS,000,000 =SS,000,001 -S25,000,000 =S25,000,001 -SS0,000,000 =More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

Name Person Reporting 
Date Report 
Kravitz, Mark 
04/27/2009 
VII. INVESTMENTS and -income, vatue, transactions r1nc1udes 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  
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)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

69.  Trust#  
70. 71.  --Awbury Partners (see notes) --Oracle Common Stock  Distribution Dividend  
72.  --!Shares MSC! EAFE Index Fund  Distribution  Sold  06119  
73.  --Spartan 500 Index Investors Class  Distribution  Sold (part)  11104  
74.  --Fidelity Cash Reserves  Dividend  
75.  --Fidelity Value  Distribution  Sold  06/16  
76.  --Third Avenue Value Fund  Distribution  Sold (part)  10114  
77.  --Fidelity Contrafund  Distribution  Sold (part)  10/14  
78.  --Fidelity Cash Management Account  Interest  Buy  11105  

(See Columns and D4) $50.00 I00.000 =SI00.001 -SI .000,000 =s1,ooo.001 -S5,ooo.ooo 112 More than S5.000.000 
Value Codes JSl5.000 less =$15.001 -$50,000 =$50.001 -SI00.000 =SI00,001 -S250.000 

(See Columns and DJ) =SZS0.00 -SS00.000 =SS00.00  1.000,000 S 1,000.00 -ss,000.000 =SS,000,001 -$25,000,000 S25.000.00I -$50,000,000 More than $50.000.000 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment :Cash Market (Sec Column C2) =Book Value =Other =Estimated 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReporL) 
NOTE Awbury Partners, L.P. large diversified investment partnership that managed one, overall fund manager and five investment advisors. 
Awbury Partners is, effect, privately held mutual fund. Neither the reporting person, any trust which trustee controls 
determines either (I) who the fund investment advisors are (2) what investments Awbury Partners purchases sells when does so. Thus, 
neither the reporting person, trusts which trustee has any control regarding the investments Awbury Partners. The value 
Awbury Partners' investments determined quarterly the basis the value the partnerships underlying investments. 

NOTE Saugatuck Capital LLC private equity partnership, which not controlled either the reporting party 

The partnership currently 
wholly invested Femco Holdings LLC, privately held company located Pennsylvania. 
NOTE Trusts ##1and2, which were shown previous reports, were terminated effective of02/IS/06 and all the assets (which were cash) then held the trusts were distributed their entirety the beneficiaries the trusts, that December 31, 2006, neither these trusts existed. The other trusts will continue numbered from avoid confusion with prior reports. Trust was terminated effective 06/21/08 and the assets within the trust were distributed kind the beneficiary the Trust. result, December 31, 2008, Trust held assets and nwas terminated. Trust will not appear future reports. 
NOTE The shares Embarq Corp. were distributed spinofffrom the sale Sprint lieu fractional shares. 
NOTE The reporting party contributes each month the Government Thrift Savings Plan which the entire funds are, and have been, invested the Government Securities Fund. 

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 wlthbi?ld because met applicable statutory provisions permitting non-disclosure. further certify that earned Income from outside employment and honorarla 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 CIVL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United Str.'.z Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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