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Judicial Watch • Patti B Saris Financial Disclosure Report for 2003

Patti B Saris Financial Disclosure Report for 2003

Patti B Saris Financial Disclosure Report for 2003

Page 1: Patti B Saris Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:31

Date Created:February 3, 2005

Date Uploaded to the Library:November 13, 2013

Tags:receipt, Oblig, SARIS, Patti B Saris, municipal, bonds, 2003, TRUSTS, IRS, Financial Disclosure, ICE, CIA, income, Judge


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AO-JO Government Act 1978
Rel-. 112004 
... 

Calendar Year 2003 U.S.C. app.  101-111) Person Reporting (Last name, First name, Middle initial) Court Organization SARIS, PATTI U.S.D.C. MASSACHUSETTS Title 	(Anicle Ill Judges indicate active senior status; ReportType (check appropriate type) magistrate judges indicate full-or part-time) Nomination. Date DISTRICT COURT JUDGE (ACTIVE) Initial @Annual Final Date Report 5/1312004 	Reporting Period 1/1/2003 
1213112003 	Chambers Office Address the basis Ilic infonnation contained this Report and any modifications pertaining thereto, is. opinion, compliance MOAK.LEY U.S. COURTHOUSE 
with applicable laws and regulations. COURTHOUSE WAY,SUITE 6130 

ReviewingOfficer 
BOSTON, 02210 
IMPORTANT NOTES: The instructions accompanying this fonn must followed. Complete all parts, checking the NONE box for each part where you have reportable infonnation. Sign last page. POSITIONS. (Reporling individual only; see pJ>. 9-13 filing instructions} NONE -(No reportable positions.} OVERSEER 	HARV ARD UNIVERSITY, CAMBRIDGE, 
DIRECTOR 	YALE LAW SCHOOL, BOARD LEGAL AFFAIRS, INC., NEW HAVEN, 
CO-TRUSTEE 	TRUST#3 
CO-TRUSTEE 	TRUST#4  CO-TRUSTEE  TRUST#S  TRUSTEE  TRUST#6  TRUSTEE  TRUST#7 TRUSTEE 	TRUST#8 
TRUSTEE 	TRUST#9 
10. 
CO-TRUSTEE 	TRUST#l3 

11. 
TRUSTEE 	BOSTON MEDICAL CENTER (See Part VIII) 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 offiling instructions) :s: 

(f) -':xl 
rrt
r-""'1'1 .r;.. 
o-C>
(f)z
 NONE -(No reportable agrecmc:nts.) 	c::> r-...> 
;;::I :a:
rn2 
AND
-ri
:a: 

ID. NON-INVESTMENT JNCOME. (Reporting individual and spouse; see pp. 11-24 filing instructions> Filer's Non-Investment Incom 
 NONE -(No reportable non-investment income.) 

GROSS 
(yows. not spouse's) Spouse's Non-Investment lncom 
(If you were married during any portion the reporting year, please complete this section. (dollar amount NONE (No reportable non-investment income.) 
2003 HARVARD UNIVERSITY,_CAMBRIDGE, 
REIMBURSEMENTS -transportation. lodging. food, entertainment. 

(Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE  (No such reportable reimbursements.) 

Name Person Reporting 

FINANOIAL DISCLOSURE REPORT 
Date Report 
SARIS, TII 
5/1312004 GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
 NONE -(No such reportable gifts.) 

VI. LIABILITIES. 
 NONE -(No reportable liabilities.) 

FINANCI.NL DISCLOSURE REPORT 
Date Report
Name Person Reporting 
SARIS, TII 
5113/2004 
VTI. INVESTMENTS and TRUSTS -income, value, transcations (includes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (I) (2) AmoUlll Type (e.g. Code div. tmL (A-H) int.) Gross "Blue end reporting period (I) Value Value C.ode Method (J-P) Code3 (Q-W)  (!) Type (e.g. buy, sell, merger, rcde!q>tion) Transactions during reporting period not ex.empt disclosure (2) (3) Date: Value Month-Code:? Day (J-P) (S) Gain Identity Code buyer/seller (A-1-1) (if private tmnsaction)  
DNONE (No rq>Ol'lable income, assets, transactions) Realty Assoc Fund Trust ADD Ventures Associates (401(k)) Final Distn Distribution Mass GIO RFDG Series, Municipal Bonds Interest Mass. Port Authority, Muni Bonds lnterst  Sell  03/05  Sell  04/25  Sell  06/13 Sell  09126 Mass. GIO Cons Series, Muni Bonds Interest  Buy  02107  Sell  03/0S  
10.  Sell  03/12  
11.  Sell  03125  
12.  Sell  09126  
13. University Mass. Bldg, Municipal Bonds Interest  Sell  09124  
14. Mass. Bay Trans Authority, Municipal Bonds Interest  Sell  03112  
15.  Sell  09119  
16.  Sell  03119  
17. 18.  Sell Sell  03125 10/28 lncomelGain Codes: $1,000orless Sl,001-$2,SOO  =$2,501-$5,000  =$5,001-$15,000  -$15,001-SSO,OOO  
(Sec CollDllDS and D4)  -SS0,001-$100.000 SI00.001-$1,000,000 Sl.000.001-$5.000,000 -More tban $5,000,000 Value Codes: S15.000 less SlS,001-$50,000 -$50,001-$100.000  -$100,001-$2SO,OOO  
(Sec Cowms and 03)  -$250,000-$500.000 SS00.0{)]-$1,000,000 s1.ooo.001-s5.ooo.ooo -s5,ooo.001-S25,ooo.ooo $25,000.001-$50,000,000  $More than SS0,000,000 ialuc Method Codes Appraisal Cost (Real Estate Onlyl Assessment Cash/Market  .... ntlrr   blimaled  

FIN!d Codes  =Appraisal C'.ost (Real Estate Only) As.'!Cssment Cash/Market  
1c.:..,.,.rnl11nYnM  =Finni. Value  =Other  Estimated  

FINANCIA:L DISCLOSURE REPORT 
Date Report 
Name Person Reporting 
SARIS, PAlTIB 
5113/2004 
VII. INVESTMENTS and TRUSTS --income, "aluc, transcations (includes those the spouse and dependent children. Sec pp. 34-57 offfiing instructions.)  
Description Assets  Income during reporting period  Gross value end reporting period  Transactions during reporting period  
(including trust assets)  (I) (2)  (I) (2)  Jfnot CXC1111t from disclosure (!)  
Place cxl" after each asset exempt from prior disclosure  Amount Type (e.g. Code div. mil. (A-H) inL)  Value Value Code2 Method (J-P) CodeJ (Q-W)  (2) (3) (4) (S) Type (e.g. Date: Value Gain Identity buy, sell, Month Codc2 Code buyer/seller merger, Day (J-P) (A-H) (if private redemption) transaction)  
37. 38.  Buy 07/02 Sell 09/24  
39.  Mass State Housing Agency, Municipal Bonds Interest  Sell 03/19  
40. Sell 03125  
41.  The Realty Assoc Fund Ill Corp Dividend  
42.  Advent Real Estate Investment Corp (REIT) Liq Dividend  
43.  Boston, Series, Municipal Bonds Interest  
44.  Mass Special Oblig., Municipal Bonds Interest  Sell 03112  
45.  Southeastern, Bldg Auth., Municipal Bonds Interest  
46.  North Andover, Bd., Municipal Bond Interest  
47. 48. 49. 50.  Brookline, Municipal Bond Watertown, Gen! Oblig., Municipal Bond Interest Interest  Buy 07/01 Sell 10/15 Buy 12118  
51.  Realty Assoc Fund Corp Dividend  
52.  Realty Assoc Fund IV, LLC Distribution  
53.  Tucker Anthony Private Equity Fund Distribution  Cap 02/19 Contrib  
54.  ADD Venture Associates (40l(k.)) Distribution Income/Gain Codes: Sl,000 orlcss Sl,001-$2.SOtl $2,501-$5,000 $5,001-SIS,OOO  
(See Colwnns and 04)   $50,001-SIOO.OOO SI00.001-$1.000,000 $1,000,001-SS.OOO.OOO =More than $5,000,000 Value Codes:  =$15.ooo less   Sl5,00l-$50.000  =$50,001-$100,000  =SI00,001-S2SO,OOO  
(See Columru; and 03) $250,000-SSOO,OOO   SS00.001-$1.000,000   Sl,000,001-S5.000.000 SS,000,001-S25,000,000 $25.000.00l-SS0,000,000 $More than SS0,000,000 Value Method Codes  =Appraisal  =Cost (Real ESlatc Only)  =Assessment C.as1"'Markcl  
1c;,.,. C'nlunm   Bool. Value Other Estimated  

--income. 11luc. transcations (includes those the spouse and dependent childnm. Seepp. 34-57 filing instructions.)
VIL INVESTMENTS and TRUSTS 
Income during 
Gross value end Transactions during reporting period
Description Assets 
reporting period
reporti period(including trust assets) not ellCTl1)t from disclosure(I) 
(I) 
(I) 
(3) (4) 	(5)
(2) 
Place "(X)" after each asset 
Amount Type (e.g.
from prior disclosure 
Code div. renl (A-H) inL) 
SS. Chatham, Municipal Bond Interest 
Martha's Vineyard, Municipal Bond Interest
S6. 
Mass Tpk Auth. Municipal Bond Interest
S7. 
S8. 
S9. 
60. Natick, Municipal Bond Interest 
61. 
62. Westfield, Municipal Bond Interest Rich LLC 	None
63. 
64. Converence LLC 	None 
6S. Trust Final Distn 
66. 
-Federated Govt Oblig cash equivalent 

67. 
-Realty Associates Fund Trust 

68. 
-MM Oblgn Tax Free, cash equivalent 

69. 
-Mass Rfdg Bonds Municipal Bond 

70. 

71. 

72. -MA Cons Loan Municipal Bond 
Value Value Type (e.g. Code2 Method buy. sell. CodcJ merger,
(J-P) 
(Q-W) rederr.,tion) Buy 
Sell 
Sell Buy 
Sell 
close 
Full Distn 
Distnbute 
Buy
Receipt 
Full Distr 
Buy 
Date: 
Value Gain Identity 
Month
Code2 Code! buyer/seller Day 
(J-P) (A-H) 	(if private transaction) 
01/03 
10/15 
L10/28 L07118 J09126 
05/02 
04130 
K04/30 
01/09
03124 004/30
01/lS Income/Gain Codes: =$1,000orless $1,001-$2,500 S2,501-$5,000 $5,001-$15,000 $15.001-$50.IX)() (See Colunn1s and 04) -sso,001-s100.ooo $100.001-$1 ,000,000 Sl.000.001-$5.000.000 -More lliao $5,000,000 Value Codes: =SJS,000 less -$15,001-$50,000 sso,001 -s100.ooo $100,001-$250,000 (See Colunms and D3) -$250,000-$500.000 -$500.001-Sl,OOO,OOO -Sl,000,00J-$5.000.000 $5,000,00l -$25,000,000 p:; $25.000.001-$50,000,000 SMorc than S5o,ooo.ooo Value Mel11od Code =Appraisal Cost (Real Estate Only) Assessment  Cash'Marl;et tr--__ ,..._, __.. r"""I =D...,..ValnP Other Estimated 
FINiNClfll.L DISCLOSURE REPORT 
Date Report 
Name Person Reporting 
SARIS, PATii 
5/1312004 
--income, alue. transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.)
Vil. INVESTMENTS and TRUSTS Description Assets (including trust assets) Place (X)" after each asset exempt from prior disclosure Income during reporting period (I) (2) Amount Type (e.g. Code div. mitor (A-H) int)  C-Gross value end period (I) (2) Vaine Value Code2 Method (J-P) ('ode (Q-W)  (1) Type (e.g. buy, sell, mel'J!l:r. redaq>tion) Transactions dming rcporting period lfnotcxt from disclosure (2) Date: Value Gain Identity MonthCode2 Code buyer/seller Day (J-P) (A-H) (if private transaction)  
73. 74. 75.  -MA Port Auth Rev Municipal Bond  Receipt Full Distr Receipt  03124 04/30 03/24  
76.  -MA Sp! Oblig Rev Municipal Bond  Full Distr Receipt  04/30 03124  
78. 79.  -MA Wtr Poll Municipal Bond  Full Distr Buy  04/30 01/07  
80. Receipt  03124  
81.  Full Distr  04/30  
82.  -Northhampton, Unltd Tax Municipal  Full Distr  04/30  
83. 84.  -Westford, Ltd Tax Municipal Bond -Mashpee, Gen Oblig Municipal Bond (new)  Full Distr Buy  04/30 01/02  
85.  Full Distr  04130  
86. 87. 88. 89. 90.  -MA Bay Trans Auth Municipal Bond (new) -MA Hsg Fin Agy Municipal Bond (new)  Buy Full Distr Buy Receipt Full Distr  01/09 04/30 02111 03124 04/30 Income/Gain Codes:  =SI ,000 less ,0!)1-$2,500 $2,501-$5,000 SS,001-Sl 5,000 $15,001-$50,000  
(See Colwmis and D4) $50,00) -SJ 00.000 s100.001-s1.ooo,ooo  Sl.000,001-$5.000.000 More than SS,000,000 Value Codes: $15,000 Jess $15,001-$50,000  -$50,001-$100.000 $100,001-$250,000  
(Sec Columns and 03) $250,000-$500,000 $500.001-$1,000,000   $!,000,001-$5.()()(l.000 $5,000,001-$25,000,000 S25,000,00J-S50,000,000 SMore than $50,000,000 Value Method Codes  =Appraisal Cost (Real Estate Only) Assessment  Cash/Market  
(Sec Colwim C2)  =Book Value  =Other Estirrotcd  

FINJNCIXL DISCLOSURE REPORT Page of26  Name Person Reporting SARIS, PATIIB  Date Report 5/1312004  

--income, value. transcations (includes those lhe spouse and dependem children. See pp.34-57 filing instructions.)
VII. INVESTMENTS and TRUSTS 
91. 92. 93. Description Assets including trust assets) Place ft(X)ft after each asset exempt from prior disclosure -Orleans, GenI Oblig Municipal Bond (new) -Weston, Genl Oblig Municipal Bond (new) Income during n.-parting period (I) (2) Amount Type (e.g. Code div. renL -H) illL) Gross value end reporting period (I) (2) Value Value Code2 Method (J-P) Code3 (Q-W)  (I) Type (e.g. buy, sell, merger, rederrption) Buy Full Distr Buy Transactions during n:poning period not ext from disclosure (2) (3) (4) (5) Date: Value Gain Identity MonthCode2 Code buyer/seller Day (J-P) (A-H) (if private transaction) 01/09 04/30 01109  
94. Full Distr  04130  
95.  Trust#2 Distnbution  
96.  -Federated Govt Oblig Fd, cash equivalent  
97.  -Realty Associates Fund Trust  
98. 99_  -MM Oblig Trust Tax Free, cash equivalent -Mass RFDG Bds Municipal Bond Buy  01/13  
100.  Full Distr  03124  
101.  -MA Port Auth Rev Municipal Bond  Full Distr  03124  
102.  -MA Sp Oblig Rev Municipal Bond  Full Distr  03124  
103.  -Northhampton, Unltd Tax Municipal Bond  
104. 105.  -Westford, Ltd Tax Municipal Bond -Chelmsford Municipal Bond (new)  Buy  09109  
106.  -Mashpee, Mun Municipal Bond (new)  Buy  01/02  
107. 108.  -Mass Bay Trans Auth Municipal Bond (new) -MA Cons Municipal Bond (new)  Buy Buy  01/09 01115 JncomelGain Codes: $1,000 less $1,001-$2,500 $2,S01-S5,000 SS,001-$15,000 S,001-SSO,OOO  
(See Columns and 04)  =$50,001-$100.000 $100.001-Sl,OOO,OOO  $1,000,001-$5.000.000  More tban $5,000,000 Value Codes:  -$15,000 less   $15,001-SSO,OOO  -SS0,001-$ l!lO.OOO $100,001-$250,000  
(See Colmmis und 03}  -$250,000-SSOO.OOO $500.001-S!,OOO,OOO  -$1,000,001-$5.000.000  P:! $5-,000,001-$25,000,000 $25,000,001-$50,000,000 $More than $50,000,000 Value MetllOd Codes  =Appraisal   Cost (Real EstalC Only) Assessment Cash/Market  
tr:::.-rn,unm r.,.  =Bnnl:Value  Other  =Estimated  

FINANCIA'.L DISCLOSURE REPORT 
Oate Report 
Name Person Reporting 
SARIS, PAmB 
S/1312004 
-income, 'alue. transcations (includes those the spouse and dependent children. See pp. 34-57 filing iTL'itructions.) 
VII. INVESTMENTS and TRUSTS Description Assets (including trust assets) Place "(X)" after each asset eitcmpt !Tom prior discloslll'C Income during reporting period (I) (2) Amount Type (e.g. Code div. rent. (A-H) inL) Gross value end reporting period (I) (2) Value Value C.ode Method (J-P) Code3 (Q-W)  (I) Type (e.g. buy, sell, merger, lion) Transactions during reporting period not excn-pt from disclosun: (2) Date: Month-Day (3) Value Code2 (J-P) (5) Gain ldentityof Code buyer/seller (A-H) (if private transaction)  
109.  Full Distr  03124  
110.  -MA Hsg Fin Agy Municipal Bond (new)  Buy  02/11  
111. 112. 113. 114. 115.  -MA Wtr Pollutn Municipal Bond (new) -Orleans Gen! Oblig Municipal Bond (new) -Weston, Genl Oblig Municipal Bond (new)  Part! Distr Buy Full Distr Buy Buy  03124 01107 03124 01/09 01/09  
116.  -Common Sense Partners, LP. (new) Buy  03126  
117.  Realty Associates Fund LLC  None  
118. 119. 120.  NSR,LLC Tucker Anthony Private Equity Fund Boston, Hsg Dev Corp Municipal Bonds Distribution Distribution Interest  Cap Contn1>  02/19  
121. 122. 123. 124. 125. 126.  Mass. G/O Fed Hwy Series Municipal Bonds Plymouth County, Corr Faes. Municipal Bond Springfield, G/O Municipal Purpose Fond Mass. Water Res. Municipal Fonds Framingham, Authority Municipal Bond Interest Interest Interest Interest Interest  Sell Sell All Sell Call Sell All  03/12 09/24 03/10 03/03 09/26 lncomelGainCodcs:  =$1,000orless Sl,001-$2, 500 $2,501-$5,000 $5,001-$15,000 $15,0Cll-$50,000  
(See Columns and 04) $50,001-SJOO.OOO $100,001-$1,000,000 $1.000,001-$5.000.000 Mon: than $5,000,000 Value Codes: $15,000 less $15,00 1-$50,000  =sso,001-s100.ooo  -s100,001-s2so,ooo  
{See Cohmms and 03) $250,Q00..$500.000 $500.001-$1,000,000  -s1.000.001.ss.ooo.ooo $5,oo0,001-S25,000.000 $25.000,001-$50,000,000  =$More than $50,000,000 Value Method Codes  =Appraisal Cost (Real Estale Only) Assessment  =Cash/Market  
/{_, ..... r--..... ......... _..  =Other Estimated  

FINiNCIAL DISCLOSURE REPORT Page of26  Name Person Reporting SARIS, TIIB  Date Report 511312004  

-income, value. transcations (includes those the spouse and dependent childmt. See pp. 34-57 filing instruetions.) 
VII. INVESTMENTS and TRUSTS lncomclGain Codes: Sl,OOOorlcss  s1.001-s2,5oo $2,SOJ-$5,000 $S,OOl-SJ5,000   $15,001-SS0,000  
(Set: Colu11ms and 04)   $50,001-$100.000 SI00.001-Sl,000,000 $1,000.001-SS.000,000 More than $5,000,000 Value Codes:   $15,000 less SIS,001-$50,000 SS0,001-$100,000   $100,001-$250,000  
(Sl.'C Colunnis and 03)  S250,000-S500,000 $500.001-Sl,OOO,OOO Sl.000.001-$5.000.000   $5,000.00J-$25,000,000 S2S,OOO,OOl-$S0,000,000  =$More than $50,000,000 Value Method Codes Appraisal Cnst (Real Estate Only) Assessment CashlMarL-et  Other Estim:iled  

FINA.NCIA'L DISCLOSURE REPORT Pae of26  Name Person Reporting SARIS, PATii  Date Report 5/13/2004  

-income, value. transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 

VlI. 	INVESTMENTS and TRUSTS lnconr during Gross value end Transactions during reporting period 
Description Assets 
rcporting period reporting period 
(including trust assets) not exerT41t from discloswe
(1) (2) 
(1) 
(4) (5) 
Place "(X)" after cacb asset exempt from prior disclosure 
145. 
-Kensico Offshore Ltd (new) 

146. 
-Seix High Yid mututal fund (new) 

Trust#6

147. 

148. 
-Walt Disney Holdings Co., common stock 
149. 
-MA Convention Center Auth Municipal Fonds 

150. 	
-MA Commonwealth Cons Loan Municipal 
Fond 

151. 
-Mass. St. z.ero Cpn Con -Municipal Bond 

152. 
-MA Gen! Oblig Muni Bond 

153. 
-MA Gen! Oblig 'RFDG' Muni Bond 

154. 	
-MA Tpk Auth Met Hwy System Municipal 
Bond 

155. 

156. 
-MA Wtr Res Auth Municiapl Bond 

157. 
-CTS Muni Money Fund Cash Equivalent 

158. 
-MA Grant Antic Nts Municipal Bond (new) 

159. 
-MA College Bldg Auth Municipal Bond (new) 

Trust#7

160. 

161. 
-Walt Disney Holdings Co., common stock 

162. 
-MA Convention Center Auth Municipal Bonds 	Income/Gain Codes: Sl.000 less (See Columns and 04) =$50,001-$100,000 Value Codes: -SlS,000 less (See Columns and 03) $250,000-SSOO,OOO =$25,000.00!-$50,000,000 Value Method Codes Appraisal ......... ... ..... 

Amount (e.g. Value Value Type (e.g. Code div. rent. Code2 Method 
buy. sell. int) (JP) Code3 IDCQ!.Cf,
(A-H) 
tion)(Q-W) 
Buy 
Buy Interest 
Maturity 
Maturity
Buy 
Buy 
Buy 
Buy Interest Sell All 
Maturity 
Date: 
Value Gain Identity Month
Code2 Code buyer/seller Day 
(J-P) 	(A-H) (if private 
transaction) 
03n6 
03ns 
09/02 
07/01 
K06120 K08127
01/02 
06/18 
06125 
K09/02 $1,001-$2,500 $2.SOl-$5,000 $5,001-$1 5,000  =Sl5,001-S50.000 $100,001-$1,000.000 =$1.000,001-S5.000.000 =More tlurn $5,000,000 $15,001-$50.0IXl $50,001-$100.000  =$100,001-$250,000  
-$500.001-$1,000,000 S!,000,001-SS,OOO.OOO $5,000,001-$25,000,000  =$More than $50,000,000 Cost (Real Estate Only)  =Assessment  =Cash/Market  
=Other Estimated  

Date Report 
Name Person Reporting 
SARIS, Tfl 
5/1312004 -income. value. rranscations (includes !hose the spouse and dependent children. See pp. 34-S7 filing instructions.) 
VII. INVESTMENTS and TRUSTS Description Assets (including trust asseis) Income during n:porting period (2) Gross '81ue end reporting period (1) (2)  (1) Transactions during reporting period lfnot exC111>t fromdisclosure  
Place "(X)" after each aset exempt from prior disclosun:  Amount Type (e.g. Code div. rent. -H) int)  Value Value Code2 Method (J-P} CodeJ (W)  Type (e.g. buy. sell, merger, redetqltiOD)  (2} (3) (4) (S) Date: Value Gain Identity MonthCode2 Code buyer/seller Day (JP) (AH) (ifpri'ate transaction)  
163.  -MA Gen Oblig RFDG Municipal Bonds  
164.  -MA Commonwealth Cons. Loan, Municipal Bond  Maturity  07/01  
165.  -MA Genl Oblig. Municipal Bonds  
166.  -MA Tpk Auth Met Hwy System Municipal Bond  Buy  06120  
167.  Buy  08/27  
168.  -MA Cap Apprec Muni Bond  
169.  -MA Water Res Auth Municipal Bond  
170.  -Mass St. 1.ero Cpn Con  Municipal Bond 
171.  -CTS Muni Money Cash Equivalent  
172.  -MA Grant Antic Nts Municipal Bond (new)  Buy  01/02  
173.  -MA College Bldg Auth Municipal Bond (new)  Buy  06/18  
174.  Trust Interest  
175.  -Walt Disney Holdings Co., common stock  
176. 177. 178. 179. 180.  -MA Convention Center Auth Municipal Bonds -MA Gen! Oblig RFDG Municipal Bond  Commonwealth G/O Cons Municipal Bonds -MA General Oblig Municipal Bonds MA Tpk Auth Met Hwy System Municipal Bonds  Maturity Maturity Buy  09/02 07/01 06120 	Income/Gain Codes: S1,000 less $1,001-$2,500 $2,SOl-SS,000 $5,001-SIS,OOO (SccColUtllilsBl andD4) -SS0,001-$100,000 $110.0t from disclosure Date: Value MonthCode2 Day (J-P) (5) Gain Identity Code buyer/seller (A-H) (if private transaction)  
307.  Fort Worth Wtr Swr Municipal Bond (new)  None  Buy  11/10  
308. Sales Tax Rev Municipal Bond (new) Interest  Buy  11113  
309.  Jeffsn Cnty Swr Rev Municipal Bond (new)  None  Buy  10/24  
310.  King Cnty Swr Rev Municipal Bond (new) Interest  Buy  04111  Sell All  10/21  
312. 313. Univ Sch Dist Municipal Bond (new) Interest  Buy Buy  02121 10/24  
314. Sell  10/02  
315. Wastcwtr Sys Municipal Bond (new)  None  Buy  12/17  
316.  Lexington Antic NTs Municipal Bond (new) Interest  Buy  02113  
317.  Maricopa Cnty Sch Dist Municipal Bond (new) Interest  Buy  09128  
318.  Sell All  12102  
319. 320. 321. 322. 323. 324. Bldg Auth Proj Mounicipal Bond (new) Mesa. Municipal Bond (new) Pub Dist Municipal Bond (new) Trans Auth Municipal Bond (new) Interest Interest Interest Interest  Buy Sell All Buy Sell All Buy Buy  02125 06124 03/04 09124 02119 05119 Income/Gain Codes: $1,000 orless  =$1.001-$2,SOO $2,501-$5,000 $5,001-$15,000 $15,()() 1-$50.000  
(See Colwnns and 04) $50,001-$100,000 s100.001-$1,ooo,ooo $1,000.001-SS.000.000 =More than $5,000,000 Value Codes:  =$15.000orless  =$15,001-$50.000  s$50,00l-$100.000  =$100,001-$250,000  
(See Columns and 03) $250,000-$500,000 SSGO.()(ll-$1,000,000 $!,000,001-$5.000.0!lO  P.:? $5,000.001-$25,000,000 $25,000.001-$50,000,000  =$More than SS0,000,000 Value Mctlmd Codes  =Appraisal  =Cost (Real Estate Only) Assessment  =Cash/Market   Estimated  

- income, 'alue, transcat
ions (includes those ofthe spouse and dependent children. See pp. 34-S7 filing illS!TllCtions.
VII. INVESTMENTS and TRUSTS 
Gross value Income during 
end Transactions during reporting periodDescription
ofAsset 
reporting period (including tNSt assets) Ifnot exe111>t fiom disclosure 
reporting period (I) (2) (I)
(I) (2) (2) (S) 
Place "(X)" after 
each asset exempt 
Value Value Type (e.g. Date: Value Gain Identity 
from prior disclosure 

Amount Type (e.g. 
Code2 Method
buy. sen, Month-Code2 Codel buyer/sellerCode div. rent 
(A-H) int) Code3 metger, Day (J-P) (A-II) (if private 
redclq>tion)cg..w1 transaction) 
Northn Univ Revs Municipal Bond (new) 
None Buy 11/14 Interest
Phoenix Civic lmpt Municipal Bond (new) Buy 02121
326. 
None Hsg Fin Auth Treasury Bond (new) Buy 12118 
328. Richardson lndpt Sch Dist Municipal Bond Interest 
Buy 08128 
(new)
Sell All 09125 
330.  Salt Riv Proj Agric Municipal Bond (new)  
331.  
332.  Santa Clara Cnty Fina Auth Municipal Bond  
(new)  
333.  

None 1nterest  Buy  10/21  
Buy  12105  
Buy  02121  
Sell All  03119  

Solano Cnty comnty Dist Municipal Bond  Interest  Buy  06102  
(new)  
Sell All  09124  

336. Univ Rev Municipal Bond (new) Interest 
Buy OS/06 
Sell All 07130 
338.  Walnut Univ Sch Dist Municipal Bond (new)  Interest  Buy  08/07  
339.  Sell All  10/21  
340.  Washoe Cnty Municipal Bond (new)  Interest  Buy  02121  

Sell All 08127 
Trust #14 (new) Interest Income/Gain Codes: 1,000 less $1,001-$2,SOO $2.SOJ-$5,000 $5,001-SIS,000  $15,CXl1-$SO,OOO 
(See Colwmis and D4)   $50,001-SIOO,OOO SI00.001-$1.000,000 -SJ,000,001-$5.000.000 More than SS,000,000 Value Codes:   $15.000 less   SlS,001-SSO,OOO $50,001-$100.000 $100,00J-S2SO,OOO  
(Sec Colwrnis and 03) $250,000-$500.000   $500.001-$1,000,000 $1,000,001-$5.000.000 S5.000,001-S25,000,000 $25,000,001-$50,000,000 SMOl'C than $50,000,000 Value Mctl1od Codes Appraisal  =Cost (Real Estate Only) Assessment Cash/Market Estimated 

Date Report 
Name Person Reporting 
SARIS, PATii 
5/1312004 
-income, value, transcations (includes those the spouse and dependent children. See pp. 34-S7 filing instructions.) 
VII. INVESTMENTS and TRUSTS Income during Gross value end Transactions during TCporting period
Description Assets 
reporting period reportilll! period 
(including trust assets) 
(2) 
Ifnot cxe111>t from disclosure
(2) (!) 
(S) 
Place "(X)" after each asset exempt AmolUlt Type (e.g. Value Value Type (e.g. Date: Value Gain Identity from prior disclosure Code div. rent. Code2 Method buy. sell, Month-Code Code buyer/seller 
(A-H) inl) (J-P) 	Code3 metgCT, Day (J-P) (A-H) (ifpri'llU: C9-W) redeiq>tion) transaction) 
343. -Realty Assoc Fund Trust (new) 	Receipt 4/30 
Liq Distrib 5/16
344. 
Final Distri 10/10 
-MA Bay Trans Auth Municipal Bond (new) 	Receipt 04/30
-MA Hsg Fin Agy Municipal Bond (new) 	Receipt 04/30 
348. 
-Mashpee Municipal Bond (new) 	Receipt 04130 

349. 
-MA Rfdg Bds Municipal Bonds (new) 	Receipt 04/30
350. 
-MA Spl Oblig Municipal Bond (new) 	Receipt 04/30 

351. 
-MA Wtr Pollutn Municipal Bond (new) 	Receipt 04130 

352. 
-Weston Municipal Bond (new) 	Receipt 04130 

353. 
-MA Port Auth Municipal Bond (new) 	Receipt 04/30 

CTS Muni Money Market cash equivalent Receipt 04/30 (new) 
355. 
-MA Cons Municipal Bond (new) 	Receipt 04/30 

356. 	
PartlCall 10/01 

-Westford Municipal Bond (new) 	Receipt 04/30 
358. 
-Orleans Municipal Bond (new) 

359. 
-Northampton Municipal Bond (new) 

360. 
-Stoneham Municipal Bond (new) Income/Gain Codes: =$1,000 orlcss 
{Sec ColunnlS and 04) $SO.OO 1-$100.000 
Value Codes: $15,000 less 

(S-e Colunms and 03) S:?SO,OOD-$500,000 $25.000,001-SSO,OOO,OOO 
Value Method Codes =Appraisal Sl,001-$2.SOO s100.001-s1.ooo.ooo  $15,001-$50,000 $500.001-$1,000,000 Cost (Real Eslalc Only) 
Receipt 04/30 
Receipt 04/30 
Buy 09109 $2,501-$5,000 $5,001-$15,000 l,000,001-$5.000.000 More than $5,000,000 =$50,001-$100.000 s$1Q0,001-$250,000 $1.000,001-$5.000.000 P:?  $5,000,001-$25,000,000 $More than SS0,000,000 Assessment Cash/Market  t,s1imaled =$15,001-SSO,OOO 

-income, -alue. transcations {includes those oflhe spouse and dependent children. See pp. 34-57 filing instruetions.) 
VII. INVESTMENTS and TRUSTS Description Assets (including trust assets) Place "{X)" fier each asset el' empt ftom prior disclosure Income during reporting period (I) (2) Amount Type {e.g. Code! div. rent (A-H) inL) Gross value end reporting period (1) (2) Value Value Codc2 Method (J-P) Code3 (Q-W) Transactions during tcp0rting period {l) not exeirpt from disclosure (2) (3) (4) (5) Type (e.g. Date: Value Gain Identity buy. sell, MonthCode2 Code! buyer/seller merger. 0)' (J-P) (A-H) (if private lion) transaction)  
361.  Trust #15 (new)  Interest  
362.  -Realty Assoc Fund Trust (new)  Receipt 04130  
363.  Liq Distrib 05/16  
364.  Final Distri 10/10  
365.  -MA Bay Trans Auth Municipal Bond (new)  Receipt 04130  
366.  -MA Hsg Fin Agy Municipal Bond (new)  Receipt 04/30  
367. 368.  -Mashpee Municipal Bond (new) -MA Rfdg Bds Municipal Bond (new) Receipt 04/30 Receipt 04/30  
369.  -MA Spl Oblig Municipal Bond (new)  Receipt 04/30  
370.  -MA Wtr Pollutn Municipal Bond (new)  Receipt 04/30  
371.  -Weston Municipal Bond (new)  Receipt 04130  
372.  -MA Port Auth Municipal Bond (new)  Receipt 04130  
373.  -CTS Muni money market cash equivalent  Receiept 04130  
(new)  
374. 375.  -MA Cons Municipal Bond (new)  Receipt 04/30 Part! Call 10/01  
376.  -Westford Municipal Bond (new)  Receipt 04/30  
377.  -Orleans Municipal Bond (new)  Receipt 04/30  
378.  -Northampton Municipal Bond (new)  Receiept 04130 Income/Gain Codes: ,000 less   Sl,001-$2,500 $2,501-$5,000 $5,001-$15,000 SIS,001-$50.000  
(See Columns and D4) $50,001-$100,000 $100.00I-$1,000.000 $1.000,001-$5.000.000 =More than $5,000,000 Value Codes:  =$15.000orless S!S,001-SSO,OOO $50,001-$100,000  =$100,001-$250,000  
(See Colmms and 03) $250,()()()..$500,000 $500.001-$l.000.000 l,000,00J-$5,000.000 SS,000,001 -$25,000,000 $25.000,001-$50,000,000 SMore than $50,000,000 Value Med1od Codes  =Apprai.