Bernard A Friedman Financial Disclosure Report for 2011
Category:Financial Disclosure
Number of Pages:17
Date Created:October 20, 2012
Date Uploaded to the Library:November 13, 2013
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Government Act 1978 Rev. 112012 FOR CALENDAR YEAR 2011 U.S.C. app. 101-111) Person Reporting (last name, first, middle initial) FRIEDMAN, BERNARD Court Organization EASTERN DISTRICT MICHIGAN Date Report 07/02/2012 Title (Article 111 judges indicate active senior status; magislrale judges indicate full-or part-time) SENIOR U.S. DISTRICT JUDGE 5a. Report Type (check appropriate type) Nomination Date Initial [{] Annual Sb. [{] Amended Report Final Reporting Period 01/01/201 12/31/201 Chambers Office Address 100 UNI TED STATES COURTH OUSE 231 WEST LAFAYETTE BOU LEV ARD DETROIT, MICHIGAN 48226 IMPORTANT NOTES: The instr11ctio11s accompanying this form m11st followed. Complete all parts, checking the NONE box for each part where yo11 have reportable information. /me sig11at11re 011 /ast page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) [{] NONE (No reportable positions.) POSITION NAME ORGANIZA TYON/ENTITY II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) PARTIES AND TERMS 1982-pre State Michigan 48th District Court Pension Fund Date Report 07/02/2012FRIEDMAN, BERNARD II. N-INV EST MENT ME. (Reporting individual and spouse; see pp. 17-14 filing instructions.) Filer's Non-Investment Income [{] NONE (No reportable non-investment income.) SOURCE AND TYPE 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.) SOURCE AND TYPE 2011 Self-Employed Psychological Practice IV. REIMBURSEMENTS -transportation, lodging.food, entertainment. Date Report FRIEDMAN, BERNARD 07/02/2012 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 VII. INVESTMENTS and TRUSTS -income, va/11e, transactions (lnc/11des those ofspo11se and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Income during Gross value end Transnctions during reporting period (including trust assets) reporting period ofreporting period (2) (5) (I) (2) (2) (I) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Codc2 Code buyer/seller (A-H) int.) (J-P) Code redemption) (J.P) (A-II) (if private (Q-W) transaction) Income Gain Ccxlcs: A=-$1.000 orlcss BSl,001 $2.500 $2.501 $5,000 $5.00t -$t5,000 5,00 $50.IXX> (Sec Columns and D.t) =$50.00t $100.000 =$I 00.00 1.000.000 Ill =$1.000,001 -$5.000.000 112 =More than $5.000.000 Value Codes St5,000 less S 15.00 $50.000 =$50.001 $100.000 =$100.001 $250.000 (Sec Columns and DJ) =$250,001 $500,000 $500,00 1,000.000 $1,000.00t $5,000,000 1'2 =$5.000.00 $25,000.000 l'J =$25,000.001. $50.000,000 =More than $50.000,000 Value Method Codes "'Appraisal =Co>I (Real Estate Only) =Assessment =Cash Market (Sec Column C2) =Book Value Othr =Estimated Date Report FRIEDMAN, BERNARD 07/02/2012 INVESTMENT and -income, alue, 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 (including trust assets) reporting period reporting period Transctions during reporting period (2) (I) (2) (3) (4) (5) Place "(X)" after each asset exempt from prior disclosure Amount Code (A-JI) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code (J-P) Gain Code (A-II) Identity buyer/seller (if private transaction) 18. Fidelity Capital Income Dividend Fidelity Short Term Bond Dividend 20. Fidelity Total Bond 21. Strategic Advisers Income Opportunities 22. Strategic Advisers Core Income Fund 23. Franklin Gold Precious Metals 24. Pimco Total Return Adm. Shares 25. Pimco Short-Term Adm. Shares 26. Pimco Commodity Real Ret Strat Admin 27. Rowe Price High Yield Adv 28. Templeton Global Bond Class Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Lloyd's Mobile Home Ltd. P'ship Int. Distribution 30. Archwood Apt. Assoc. Ltd. Partnership Interest 31. Lighthouse Pte. Apt. Project Limited Partners 32. Weathervane Apt. Assoc., Ltd. Partnership 33. Bcllridge Apartment Assoc., Limited Partnership 34. Kingsborough Ltd. P/S Mobile Home Park Income Gain Codes: =$1,000 kss (Sec Columns and 04) =$50.001 -$100.000 Value Codes =$15.000 less (Sec Columns and 03) "$250.llOI-$500.000 =$25.000.001 -$50.000.000 Vnluc Method Codes =Appraisal (Sci! Column C2) -Book Value Distribution None None None None =$1,001 -$2.500 =$100.001 -$1.000.000 =$15.001 -$50.000 0"$500.001-$1,000.000 ,,-Cost (Rc;il Lswtc Only) =Other c=$2.50t -$5.000 Ill =$1.000.001 -$5.000.000 L=$50.001-$100.000 =$1.000.001 -$5.000,000 =More than $50.000.000 ==Assessment ==Estimated 0=$5,001-$15,000 112 =More than $5.000.000 =$100.00 -$250.000 =$5,000.001 -$25,000,000 =Cash Market =$15,001 -$50.000 Date Report FRIEDMAN, BERNARD 07/02/2012 VII. INVESTMENTS and TRUSTS --income, rntue, transactions r1nc111des ttwse spouse and dependent children; see PP 34-60 fiting 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) (I) (I) (2) (3) (4) (5) Place "(X)" afler each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity Code exempt from prior disclosure div., rent. Code Method buy, sell, mm/dd/yy Code Code buyer/seller Income G:iin Codes: ':""$1.000or less =$1.00t -$2.500 =$2.501 -$5.000 =$5.001 -$15.000 =$15.00 -$50.000 (Sec Columns and D.t) =$50.001 -$100.000 =$I 00.00 -$1.000.000 Ill =$1.000.001-$5.000.000 112 =More than $5.000.000 Value Codes "$15.000or kss =$15.001 -$50.000 =$50.001 -$100.000 I00.00 -$250.000 (Sec Columns and 03) =$250.001 -$500.(XlO =$500.001 -$1.000.000 =$1.000.001 $5.000.000 1'2 =$5,000.001 -$25,000.000 =$25.000.001 -$50.000.0rKl 1'4 ore than $50.000.000 Value Method (xks "Appraisal ::=Cost (Kcal btatc nly) ""Assessment =Cash Market (Sec Colmnn C2) -Bnok Value V=-Oth1.r W==Estimatcd VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc111des tiwse 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 tmst assets) reporting period reporting period (I) (2) (I) (2) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, 111111/dd/yy Code Code buyer/seller (A-H) int.) (J-P) Code redemption) (J-P) (A-II) (if private (Q-W) transaction) Income Gain Codes: =-$1.000or less 11$1,001 $2.500 42.501 -$5,000 =$5.001 -$15,000 0$15.001 -$50.000 (Sec Columns and DO 0$50.001 -$100.000 0$100.001-$1.000.000 Ill =$1.000,001 -$5.000.000 112 Morc than $5.000.000 Value Codes J=-$15.000orlcss =$15,001 -$50.000 =$50.001 -$100,000 0$100.001 -$250.000 (Sec Columns and 03) $250.001 -$500.0