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Judicial Watch • Marsha S Berzon Financial Disclosure Report for 2008

Marsha S Berzon Financial Disclosure Report for 2008

Marsha S Berzon Financial Disclosure Report for 2008

Page 1: Marsha S Berzon 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:civic, Marsha S Berzon, activity, travel, meals, American, lodging, stock, 2008, INVESTMENTS, EPA, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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Berzon_Marsha_S 

Ill N-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-14 filing ins/ructions.) Filer's Non-Investment Income  NONE (No reportable non-investment income.)  
 

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) 9126-9!27(tJ8  COLLEGE WILLIAM AND MARY -LECTURE FEE  $500.00 Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Doi/or amount not required except for honoraria.) NONE (No reportable non-investment income.) 

SOURCE AND TYPE 2008 SELF-EMPLOYED ATTORNEY 
IV. REIMBURSEMENTS -transportation, lodging, food, enlerlainmeni 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
TRAVEL, LODGING, MEALS 
TRAVEL, LODGING, MEALS 
AMERICAN CONSTITUT 06/12/2008 -06115120 WASHINGTON, D.C. PROFESSIONAL ASSOC. TRAVEL, LODGING, MEALS ION SOCIETY ACTIV 
COLLEGE WILLIAM 09/25/2008 -09127120 WILLIAMSBURG, CIVIC ORG. ACTIVITY TRAVEL, LODGING, MEALS OMARY 
YALE UNIVERSITY 11/06/2008 -11/08/20 NEW VEN, CIVIC ORG. ACTIVITY TRAVEL, LODGING, MEALS NEW YORK UNIVERSITY  11/08/2008 -11/11/20  NEW YORK,  CIVIC ORG. ACTIVITY  TRAVEL, LODGING, MEALS HARVARD LAW SCHOOL  11/1712008 -11/19/20  CAMBRIDGE,  CIVIC ORG. ACTIVITY  TRAVEL, LODGING, MEALS GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 

VALUE 

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

VALUE CODE 

Name Person Reporting 
Date Report 
BERZON, MARSltA 
05/14/2009 
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.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period 
Place "(X)" after each asset !exempt from prior disclosure 	BANK AMERICA ACCOUNT 
(1) Amount Code (A-H)  (2) Type (e.g., div., rent, int.)  (I) Value Code (J-P)  (2) Value Method Code3 (Q-W)  (1) Type (e.g., buy, sell, redemption)  (2) Date Month Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction) Interest 
COCA COLA COMPANY -COMMON Dividend OCK 	
COMCAST CORP NEW -COM Dividend 
CORNING INC -COMMON STOCK Dividend 
LSI CORPORATION -COMMON STOCK None 
NSTAR-COMMON STOCK Dividend 
PEPSICO INCORPORATED -COMMON Dividend STOCK 
PUB SVC ENT GROUP INC -COMMON Dividend STOCK 

SOURCE INTERLINK COMPANY -COM None MON STOCK 
10. 
VERIZON COMMUNICATIONS -CO Dividend MMON STOCK 

11. 
VODAFONE GROUP NEW ADR Dividend 

12. 
DREYFUS APPRECIATION Dividend 

13. 
DREYFUS EMERGING LEADERS FUND Dividend 

14. 
DREYFUS PREMIER NEW LEADERS Dividend CLASS 

15. 	
EMBARCADERO ALL CAP GROWTH None (FMR VAN GONER SMALL CAP GF) 

16. 	
EMBARCADERO SMALL CAP GROWT None (FMR VAN GONER EMERG ING) MID CAP OPPORTUNITIES FUND Dividend 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 =SJ00,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 orless =$15,001 -$50,000 =$50,001 -$100,000 =$I 00,00 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,00 -$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  V=Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 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  

Place "(X)" after each asset Amount 
(I) 
(2) (1) 
(2) 
(3)
Type(e.g., Value 
Value Type(e.g., 
Date 
Value 
Gain 
Identity

(A-H) 
Code redemption) int.) (J-P) 
Day
Code div., rent, 
Method
Code 
buy, sell, exempt from prior disclosure Month-Code 
Code 
buyer/seller 
(if private 
(A-H)
(J-P)

(Q-W) 
transaction)
---------------
52.  -AMERICAN FUNDS -CAPITAL INCO BUILDER  
53.  -AMERICAN FUNDS -THE INCOME UND AMERICA -CL  
54.  -AMERICAN FUNDS -AMERICAN BAL ANCED-CLA ACCOUNT LAW FIRM PARTNERSHIP  Interest =$2,501 -$5,000 D=$5,001 -$15,000 15,00I -$50,000 =$1,000.001 -$5,000,000 =More than $5,000,000 =$50,001 -$100,000 =$100,001 -$250,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 =More than $50,000,000 =Assessment =Cash Market =Estimated 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparlofReporl.) 

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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