Skip to content

Judicial Watch • Marsha S Berzon Financial Disclosure Report for 2009

Marsha S Berzon Financial Disclosure Report for 2009

Marsha S Berzon Financial Disclosure Report for 2009

Page 1: Marsha S Berzon Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:10

Date Created:November 6, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Marsha S Berzon, activity, america, funds, meals, American, lodging, stock, 2009, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


File Scanned for Malware

Donate now to keep these documents public!

  • demand_answers

See Generated Text   ˅

Autogenerated text from PDF

Government Act ofl978
1/2010 FOR CALENDAR YEAR 2009 u.s.c, app  lOt-lit) Person Reporting (last name. first, middle initial) Court Organization Date o1" Report BERZON, IMARSHA U.S. CA. NINTtl CIRCUIT 0,I/I 2/2010 Title (Article Ill judges indicate active senior status; magistrate judges indicate fidl- part-time)  5a. Report Type (check appropriate type) Reporfing Period Nomination,  Datc  01/01/2009  
U.S. CIRCUtT JUDGE- ACTIVE hfitial Annual Final  
12/31/2009  

5b. Amended Report Chambers Office Address Ih~t basis the information contained this Report and anymodifications pertaining thereto, is, opinion, compliance SEVENTII STREET 
~,ith applicable laws and regulations. 
P.O. BOX 1939393 SAN FRANCISCO, 94119-3939 
Re~,ie~ing Offict.r Date 
IMIOR TANT NOTES: The instructions accompanying this form must fi~Howed. Complete all parts, checking the NONE box for each part
where)ou have reportable tnformatton. Sign lastpage. POSITIONS. (Reporting indi,.idual otil),; so, pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSIT1ON NAME O[~GANIZATION~NT]TY 
NONE (No reFort~ble agreements.) DATE PARTIgS AND TgRMS 
Berzon, Marsha .... ..... Reporting 	Date Report

111. NON-INVESTMENT INCOME, ~,,.s,,x i~s~,,~a.~..s,~ ........ ~-:~./~u.~ ...... Fliers Non-lnvestmenl Income 
NONE reportable non-investment income.) 
DATE SOURCE AND TYPE NCO~tE {yours, not spouses) Sp~tl$~g Non-lnveslmenl ]llCgllle -If you were married durin.~ a~v par6on a]the raporti~g jear, ra~plg~e this 	NON (No reporlahle non-invescment income.) DATg SOUNC~ AND TYPE 2009 S~g~-EMPgOY~D A~TORNEY RE1 NTS ......,-~o,,o,~,. toagi,g.jaod. ,.,,r,a~ .... NONE (No reportable reimbursements.) SOUR~ DATES LOCATION PURPOSE ITEMS PAID PROV]DED THE GEORGE 	01/2112009 -WAStlINGTON, D.C. EDUCATIONAL ]~XVEI., LODGING, MEALS
WASIIINGTON 01/22/2009 ACTIVITY 
UNIVERSITY 	AMERICAN 01!22~2009 -PHILADELPHIA, EDUCATIONAL TRAVEl., LODGING, MEALS 
CONSTITUTION SOCIETY 01/24/2009 ACTIVITY 	YALE UNIVERSITY 02/06;2009 -NEW HAVEN, CIVIC ORG ACTIVITY TRAVEL, LODGING, MEALS 
02/06/2009 	
ASSOCIATION 06/1212009 -LONG BEACH, CIVIC ORG ACTIVITY TRAVEL, LODGING, MEALS AMERICAN LAW {~. 1212009 SCHOOLS 	
AMERICAN 06/I 9/2~9 -WASHINGTON, D.C. CIVIC ORG ACTIVITY TRAVEL, LODGING, MEALS CONSTITUTION SOCIFIY 06/21/2009 

Name Pcrson RCporli,eg 	WILLAMETTE 10/15/2009 -PORTLAND, EDUCATIONAL "IRAV [,.L. LODGING. MEAI.SUNIVERSITY 16,2009 ACTIVITY 
CORNELL UNIVERSITY 	10/27/2009 -ITHACA. EDUCATIONAl. RAVEL, LODGING, MEALS 1/01/2009 ACTIVITY 
lr ..... Reporting
FINANCIAL DISCLOSIJRE REPORT .... BERZON, MARSIIA 
NONE (No reportable g~s.) SOURCE DESCRIPTION 

VI. LIABILITIES. ~,.~a~, ,*o.~,. oz,~ ........ ~,~,a,,,,~u,~,; .~. ~-~ ,,z~i,,g ....... 

NONE (No reportable liabilities.) CREDITOR DESCRIPTION VAI.UE CODE BERZON, MARSIIA 
VII. INVESTMENTS TRUSTS ........ r,,e., ........ ,i,,,,~rt,,,-t,,a,.,,,,,,. o/.~p ....... a~p~,a .... ,,a,o,:~o~ vv. j~.~o NONE (No reportable income, assets, transactions.) 
...... .*. ........... ............ fi7 .... 

(including t~t ~ssets) rc~ing period reposing ~riod
Pl~t:c "(X)" after each aSscl Amounl l)pe (e.g., ~alue VMue q)pe (eg., D~le Value Gain Idcnlit) exempt t?om prior disclosure Code  dw,, rent. C~e Method buy. sell, mmld~))" C~e C~c buyer,tseller (AI0 int,) (J-P) Code redemption) (J-P) fA-II) (ifpri~ale (Q-W) 	
BANK AMERICA ACCOUNT Interest 	
CITIBANK Interes= Open 07;14.,09 	
PACIFIC NATIONAL, DIVISION Interest Open 07/14;09 BANK 	
MERRILL I,YNCH BANK TRUST C/O lntcrcsl Opcn 07/07/09 
FIRST REPUBLIC BANK 	
COCA COLA COMPANY COMMON Dividend 
STOCK 	COMCAST CORP NEW Dividend COMMON STOCK 	CORNING INC~ COMMON STOCK Dividcnd 	LSI CORPO~TION COMMON STOCK None 	NSTAR -COMMON STOCK Dividend 
10. 	PEPSICO INCORPORATED COMMON Dividend 
STOCK 	PUB SVC ENT GROUI INC COMMON Dividend 
STOCK 

12. 	SOURCE INTERLINK COMPANY -None Closed 09,03/09 COMMON STOCK 	VER1Z()N COMMUNICATIONS I)ivideml COMMON STOCK 	VODAFONE GROUP NEW ADR Dividend 
15. 	
DREYFUS ACTIVE MIDCAP Dividend (FRNILY PREMIER NEW LEADERS FUND) 

16. 	
DREYFUS APPRECIATION Dividend 
17. DREYFUS EIvlERGING LEADERS FUND Dividend .... .....Reporling 	DalofRepor!  (No reportableNONE income,  assets, transactions.) ~cripti~n cfAssct~ (,~lud~g ~5t as~ts~ Place "IX)" after c~ch asset exempt from p6or disclosure Income during repo~ng period (2) Amount Type (e.g.. C~e div., rent. (A-H) mr) (irons vMuc end reporting ~fiod !2) Value Value Code Mthod (J-I,) Code (Q.W)  (I) Type (e.g. buy, sell. redemption) Tran~clionx during icportlng [~rit~l (a) Date Va]~ Gain mm~d~vy Code C~le  (J-P) (A-II)  Identity buycr/~ll~ (if private t~n~achon)  __..  
18.  EMBARCADERO ALL CAP GRO~qII  None  EMBARCADERO SMALL CAP GROWTH  None  
20. MID CAP OPPORTUNITIES EUND  None  
21.  SCHWAB PREMIER I:OUHY SELEUT SttARES  Dividend  
22.  SCIt MUNI MONEY (SWEEP)  Dividend  
23. 24.  SCIIWAB MUNI MONEY (NON-SWEEP) FIDELITY AMT TAX FREE MMKT INST CLASS  Dividend Interest  PSPgl --1 ACCOUNT)  Dividend  -AIM CAPITAL DEVELOPMENT FUND-CLASS  
:27.  -AIM INTERNATIONAL SMALL COFD -CI.  -AIM GLOBAL EQUITY HJND CLASS  
29.  -AIM MULTI-SECTOR FUND- CLASS  IRAr*I --] .a, CCOUNT)  Dividm~d  
31.  -ANICAP FUND CLASS  
32.  -WASHINGTON NIUTUAI. INVESTORS FUND CLASS  
33.  ISRP.~ --1 ACCOUNT)  Dividend  
34.  -AMERICAN FUNDS EUROPACIFIC GROWHI FUND BERZON, M:RSilA 0.1/1212010 VESTMENTS and TRUSTS -,. ...... ~,,., ....... lions ancludes those oZs~uS, and dependent ildren; seepp. 3g-60 offillng ....... i,ms.) .NONE (No rqmrtahle income, assets, tramactions.) 
Descrip6on Assets (inchdhg trust .~e{sJ 
Place "(X)" a~c, each ~set 
ex~mpl from prior disclosur~ 
35. 	-AMERICAN F[~I)S THE GROWTH FUND AMERICA 
-AMERICAN F~DS- THE NEW ECONOMY FUND 
37. 	
-AMERICAN FUNDS NEW 
PERSPEUIIVE EUND- 

38. 	
-AMERICAN FUNDS CAPITAL WORLD GROWfH AND INCOME FUND -CL 

39. 	
-AMERICAN FUNDS FUNDAMENTAL INVESTORS 

40. 	
-AMERICAN FUNDS THE INVESTMENT COMPANY AMERIC~ -CLA" 	-AMERICAN FUNDS WASHINGTON 
MUTUAL INVESTORS F~D C[. 

42. 	-AMERICAN FUNDS "FILE INCOME 
FUND AMERICA -CI. 

a3. 	-AMERICAN FUNDS ANIER1CAN 
BALANCED FUND- 

44. 	
-AMERI(AN F~DS AMERICAN FUNDS MONEY MARKET FUND-A 

45. 	
-VANGUARD INDEX FL~D 	-VANGUARD EMFRGING MARKETS S]O(:K INDEX FUND 
47. 	
IRA,2 

48. 	
-AMERICAN FUNDS EUROPACIFIC GROWTIt FUND CI, 

49. 	
-AMERICAN FUNDS- TItE (;ROW II! FUND AMERICA -CL 

50. 	
-AME~CAN FUNDS NEW PERSPECTIVE FUND CI. -AMERICAN F~DS -CAPITAL %O~D GROWTH AND INCOME Income d~ng Gross value reposing peri~ repo~ipg peri~ Amou,l Ty~ (e.g.. Value Value V)~ C~e div.. rent. C~e Method buy. sell. m.bdyy Cod Code b.yer;sdkt {A-It) ipt.) (J-P) Code redemption) (J-P) (AdO illprivate 
(Q-W) 
Buy 06/09,09 Dividend NONE (No reportable income, assets, transactions.) B.C. Description Asse~ Income during G~oss value end Transactions during rc~tng per.~d
(including tt~st assets)  rc~ning peri~ reining ~riod
Pl~ce "(X)" a~er e~ch asset A~otmt Type (eg., V31uc 
xempl from prior disclosure Codc div., renl. Code Mclhi~d buy, sell, m~d~yy Code Code b~ycr/seller (A-H) mr) (J-P} Code redemption) (J-P) (A-tt) Illprivate (Q-W) transaction) F~D-CL 
52. 	
-AMET(ICAN FU~[)S -FUNDAMENTAL 
INVESFORS -CL 

53. 	
-AMERICAN FinDS TIlE 
INVESTMENT COMPANY AMERICA 
-CLA 

54. 	
-AMERICAN F~DS CAPITAL 
INCOME BUILDER 	-AMERICAN F~DS THE INCOME 
F~D AMERICA 

56. 	
-AMERICAN FUNDS AMERICAN 
BALANCED 

57.
 ~CAPITAL ACCOST LAW 

h~terest 
FIRM PAR~ERSHIP 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. a,,~ic~,,ro,,ofRepo,,.~ THE; EARNINGS REPORTED PART VII REPRESENT "[HE--] I)ISTRIIIUTIVE SttARE PARTNERSItlI INER E.",T INtT()M COMPANY BANKRUIq" 

Pag~ Bv.RZO.,,, r~tanSllA 0-1,~ 2;?0 
IX. CERTIFICATION. 
certify that all information given above (including information pertaining sponsc and minnr dependent children, an)) accurate, true, and complete the best knowledge and belief, and that any information not reported withheld because met applicable statutory provisinns pcrmilting uoa-disclosure. 
further certify that earned income from outside e~npln)men! and honoraria and the acceptance gifts which have bcen reported are compliance with the provisions U.S.C. app.  501 cl. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signaturd 
NOTE: ANY INDIVIDUAl., WHO KNOW1NGIoY AND VILFULLY FALSIFIES FAII,S FILE TillS REPORT/MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTONS 
Mvit signed original and additional copies to: 
Committee Financial Disclosure Administrative Otficc the United States Courts Suite 2-301 One Colun~bus Circle, N.E. Washington, D.C. 20544