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Judicial Watch • Morrison C England Jr Financial Disclosure Report for 2005

Morrison C England Jr Financial Disclosure Report for 2005

Morrison C England Jr Financial Disclosure Report for 2005

Page 1: Morrison C England Jr Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:7

Date Created:December 5, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Morrison C England Jr, Morrison, England, Retirement, 2005, investment, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978 
Rev. 112006 
FOR CALENDAR YEAR 2005 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) England, Jr., Morrison Court Organization Eastern District California Date Report 05/10/2006 Title (Article illjndges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Sb. Amended Report Final Reporting Period 01/01/2005 12/31/2005 Chambers Office Address the basis the information contained this Report and any  
modifications pertaining thereto, is, opinion, compliance  
U.S.. Courthouse  with applicable laws and regulations.  
501 Street, Suite 15-220  
Sacran:iento, 95814  
Reviewing Officer  Date  

IMPORTANT NOTES: '.['he iristrctions acco;,,pan;ing this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information_ Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) 
 NONE (No reportable positions.) 

.: 
Il. AGREEMENTS. (Reporting individual only; see pp. u-16 ofins1ruc1ions.J NONE (No reportable agreements.) 
AND TERMS 

Name Person Reporting 
05/10/2006
England, Jr., Morrison 
ID. NON-INVESTMENT INCOME. (Reporting individual and spouse; see PP. 11-24 instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.}  
AND TYPE  (yours, not spouse's) 2005  University the Pacific; honorarium 3,000 Spouse's Non-Investment Income -IJyou were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income) 
AND TYPE 2005 Medinitiatives, Inc -wages 

IV REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
(KJ NONE (No reportable reimbursements) 
DESCRIPTION 

V GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) [Kl NONE (No reportable gifts.)  VALUE 

VJ. LIABaJTIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) NONE (No reportable liabilities.) American Express Credit card 
VALUE CODE 

Name Person Reporting 
05/10/2006
England, Jr., Morrison 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. See pp. 34-57 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  

(2) 
(1) 
Ifnot exempt from disclosure 
Type (e.g.
Place "(X)" after each asset 
Amount 
Value 
Value 
Type (e.g. 
(3)
(2) 
(4) 
Code 
div., rent, 
Code
exempt from prior disclosure 
Method 
buy, sell, 
Identity 
Value 
Gain
Date 
(A-H) int)  (J-P)  Code (Q-W)  merger, redemption)  Month-Day  Code (J-P)  Code (A-H)  buyer/seller (ifprivate transaction) Rental property #2, Sacramento,  Rent  See note Part VIII Retirement  Dividend  See note Part  
VIII -Lincoln Financial Group  Rollover  02/07 
-Lincoln Financial Group Rollover 02/07 
Education fund Dividend -Money Market fund  Dividend Retirement  Dividend  See note Part  
VIII Humana, Inc. Sell 12/30 Retirement Dividend 
10.-Lord Abbott All Value 
11. 
-Van Kampen Comstock 

12. 
IRA Dividend 
13. 
-Alvarion LTD Buy 05/19 

14. 
-Calamos Growth Fund, Class 

15. 
-Causeway Intl Value 

16. 
-Cambiar Opportunity Buy 11/04 

17.-FMIFDS Income Gain Codes: =$I ,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4)  F=$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 =$100,001 -$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  

Name Person Reporting 
05/10/2006
England, Jr., Morrison 
VII. INVESTMENTS and TRusTS income, value, transactions (includes those the spouse dependent children. See PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period  
(1)  (2)  (1)  (2)  (1)  Ifnot exempt from disclosure  
Amount Code (A-H)  Type (e.g. div., rent, int)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g. buy, sell, merger, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (ifprivate transaction)  

18. 
-Goldman Sachs Buy 12/30 

19. 
-Harbor Small Cap Value 

20. 
-Hotchkis Wiley FDS 

21. 
-Janus Investment 

22. 
-Julius Baer Investment FDS 

23. 
-Legg Mason Value Trust 

24. 
-Pimco FDS pac Investment 

25. 
-TCW Galileo FDS Inc 

26. 
-Torray 

27. 
-Touchstone Small Cap 

.28. -Vanguard/Windsor Fund Inc. 
29. 
-WT Mutual CRM Buy 02/08 

30. 
-Western Asset Core 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 D4) =$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  K=$15,001 -$50,000  L=$50,00l -$100,000 =$100,001 -$250,000  
(See Columns and D3 =$250.001 -$500.000  O=S00.001 -.U.000 000 =Sl.000.001 -SS.000.000 =S5.000.00I -$25.000.000  

Name Person Reporting 
05/10/2006
England, Jr., Morrison
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport.) 
(1) 
Part VII, line the rental property was acquired tax-deferred exchange; the value the exchange value the property the time the exchange. 

(2) 
Part VII, line the underlying investments were rolled over tax-free exchange IRA, Part VII, line and allocated among the various underlying investments IRA. 

(3) 
Part VII, line the underlying invesiment was sold and the proceeds invested IRA, line-15 underlying assel (4) Part VII, lines the 2004 FDR, "rollover'' was reported; this data has been omitted from the 2005 FDR. 

(5) Part VII, lines -16 the 2004 FDR, "rollover" was reported; this data has been omitted from the 2005 FDR. 

(6) Part VII, lines -35 the 2004 FDR, asset sale was reported which liquidated the investment; this data has been omitted from the 2005 FDR. 

Name Person Reporting 
05/10/2006
England, Jr., Morrison 
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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