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Judicial Watch • Marjorie O. Rendell – 2005

Marjorie O. Rendell – 2005

Marjorie O. Rendell – 2005

Page 1: Marjorie O. Rendell – 2005

Category:Federal Judges

Number of Pages:13

Date Created:August 2, 2006

Date Uploaded to the Library:December 09, 2014

Tags:rendell, Marjorie, Marjorie O Rendell, 2005, assets, INVESTMENTS, transactions, TRUSTS, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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MARJORIE RENDELL 21613 UNITED STATES COURTHOUSE CIRC UIT JUDGE INDEPENDENCE MALL WEST 601 MARKET STREET 
(215) 597-3015 
PHILADELPHIA, 19106-1598 FAX (215) 580-2393 
May 10, 2006 
 
VIAFEDEX 
......., 
 
Committee Financial Disclosure 
 
(J) 
Administrative Office the U.S. Courts 
r_:11 ::.-rn 
Suite 2-301 
.....  
One Columbus Circle, N.E. Washington, 20544  ..... 
- ,_, 
4 	rl1 
 
 
Gentlemen: 
2004 2005 Line First Eagle SeH (data entry error -not sold) Line Line Royce Part-Sell Line Line Allergan Part-Gift Line Line Beckman Part-Gift Line 
MOR:bc 
 
Enclosures 
 
SECTION VII. INVESTMENTS AND TRUSTS POSITIONS. (Reporting indMdua/ only; see pp: 9-13 instructions.) NONE (No reportable positions.) POSITION Chair NAME ORGANIZATION/ENTITY Avenue the Arts, Inc. Director Regional Performing Arts Center Chair, Board Overseers School Nursing, University Pennsylvania Board member Penn Medicine 
::0 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) 
[KJ NONE (No reportable agreements.) 
 
 
 
Rendell, Marjorie 
III N-INVES TMENT INC ME, (Reporting individual and spouse; see pp. 17-24 instructions.) Filers Non-Investment Income 
 NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
(yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required e.xcept for honoraria.) NONE (No reportable non-investment income.) 
SOURCE AND TYPE 2005 Philadelphia Sports Media L.P, -TV Sports Commentator 
2.2005 Commonwealth Pennsylvania -earnings for services Governor 
3.2005 City Philadelphia -pension 
4.2005 University Pennsylvania -Adjunct (9/05-12/05) 
IV, REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE (No reportable reimbursements.) SOURCE DESCRJPTION 
National Conference Bankruptcy Judges 	Speaker NCBJ Conference 11/01-11/05/05 San Antonio, -registration, transportation, food and lodging 
 
 
 
05110106 
Rendell, Marjorie GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) NONE (No reportable gifts.) 
SOURCE DESCRIPTION honorary golf membership -See Vlll Torresdale-Frankford Country Club 0.0 honorary golf membership -See VIII West Shore Country Club 0.0 honorary golf membership -See VIII Blue Ridge Country Club 0.0 
 
VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) NONE (No reportable liabilities.) 
 
DESCRJPTION Cape Savings Bank, Cape May, Construction/permanent loan rental property 
 
 
 
 
 
 
Rendell, Marjorie 
05110106 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see pp. 14-s? filing instructionsJ NONE (No reportable income, assets, transactions.) Income Gain Codes: 1,000 Jess =$1,00 -$2,500 =S2,501 S5,000 =$5,00I 15,000 =$15,001 -$50,000 
(See Columns and D4) s5o,oo 00.000 =SI 00,00 1,000,000 1,000,00 -$5,000,000 =More tban $5,000,000 Value Codes 15,000 less =Sl5,00I -S50,000 s50,001. s100.ooo M=SI00,001 -S250,000 
(See Columns and D3) =$250,00I -$500,000 1500.001 ,000,000 =SJ,000,001 -S5.000,000 =$5,000,00 -S25,000.000 Value Method Codes =$25,000,00  $50,000,000 =Cost (Real Estate Only) =More chan $50,000,000 =Cash Market 
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated 
 
 
05/10/06 
Rendell, Marjorie 
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 (including trust assets) 
Income during Gross value end Transactions during reporting peliod 
reporting period reporting period 
 
(1) 
Ifnot ex.empt from disclosure 
(2) 
(I) 
Place 11(X) after each asset Amount 
Value 
Value 
Type (e.g. 
Type (e.g. 
(5) 
exempt from prior disclosure Code div., rent, Code Method 
buy, sell, (A-H) int.) 
Code 
merger, (Q-W) redemption) 
(J-P) 
18. 18. Morgan Stanley lnts Equity Dividend 
19. 19. William Blair Cap Growth Dividend Buy 
Date 
Value 
Month- 
code (J-P) 
Day 
08/31 
Gain Identity Code buyer/seller (A-H) (if private 
transaction) Income Gain Codes: ==S 1.000 less =SI ,DOI  ,500 c=$2,501  $5,000 =$5,001 15,000 
(See Columns and 04) =$50,00 -$I 00,000 G=SIOO,OOl Si,000,000 =Si,000,001  $5,000,000 -More tban $5,000,000 Value Codes 15,000 less K=$15,00l -S50,000 =$50,001 -$100.000 =SI00,001  $250,000 
(See Columns and DJ) =S250,00I -$500,000 =$500,00 -$1,000,000 =Si.ODO.DOI  S5,000,000 =$5.000.001  $25,000,000 Value Method Codes =$25.000,00  $50,000,000 =Cost (Real Estate Oaly) =More than S50,000,000 =Cash Market 
(See Column C2) =Appraisal =Other =Assessment -=Book Value Estimated 
 
 
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) 
(2) 
(I) not exempt from disclosure 
Value 
Value 
Type (e.g. 
Place (X) after each asset Amount Type (e.g. 
(5) 
Code 
Method 
exempt from prior ctisclosure Code div., ren 
buy, sell, 
Gain 
Identity 
Date 
Value 
Code 
(A-H) int.) 
merger, 
(J-P) 
buyer/seller 
Code 
Month- 
Code 
redemption) (if private transaction) Day (A-H)(J-P) 
35. 35. Julius Baer Int! Equity Fund Dividend Income Gain Codes: 1,000 less 1,00 -$2,500 =$2,50 -$5,000 =$5,00 -$15,000 E=$15,00l -S50,000 (See Columns and 04) =$50,001. SI00,000 =SI 00,00  S1,000,000 =Sl,000,001  $5,000,000 =More tban $5,000,000 Value Codes 15,000 less K=S l5,00l -$50,000 =$50,001 -SI00,000 =$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 (See Column C2) =Other Value Method Codes =Cost (ReI Estate Only) =Cash Market =Appraisal =Assessment Book Value W:cEstimatcd 
 
 
05110106 
Rendell, Marjorie 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see PP 14-s7 offuing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Trans actions during reporting period 
(including bust assets) reporting period reporting period 
 
Place (X) after each asset 
A;,::,,, :,, V,;, v:, 
,,_;:, 
exempt from prior disclosure Code ren Code Method 
buy, sell, Date 
(A-H) nt.) (J-P) Code 
merger, Month 
52. 
52. Federal Nat! Mortgage Assoc. Dividend 
53. 
53. General Electric -common stock Dividend not exempt from disclosure 
(3l (4l 
Value Gain 
Code Code 
 
(5) 
Identity buyer/seller (if private transaction) Income Gain Codes: :0::$ 1,000 less =St,OOt -52.500 =$2,501 $5,000 =$5,00 -$15,000 15,001  $50,000 
(See Columns and 04) =$50,00 00,000 =$100,00t -St,000,000 =$1,000,001 -55,000,000 =More than S5,000,000 Value Codes =$15,000 less =$15,00 -550,000 =$50,001  $100,000 =5100,00t -$250,000 
(See Columns and 03) =!250,00 -$500,000 =$500,00 51,000,000 1.000,001  $5,000,000 =$5,000,00  525,000,000 Value Method Codes =$25,000,00  $50,000,000 =Cost (Real Estate Only} zMore than $50,000,000 =Cash Market 
(See Column C2) =Appraisal =-Other =Assessment =Book Value WEstimated 
 
05110/06 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (includes those the spouse and dependent children. see PP 14-s1of1wng instructions) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
 
Transactions during reporting period 
(I) (!) 
Ifnot exempt from discl osu 
(I) 
Place (X)11 after each asset Amount 
Type (e.g. Value 
Value Type (e.g. 
(2) 
div., ren Code 
exempt from prior disclosure Code 
Method buy, sell, 
Identity 
Date 
Value 
Gain 
(A-H) inl) (J-P) Code3 (Q-W) merger, redemption) Month-Day Code (J-P) Code (A-H) buyer/seller (ifprivate transaction) 
69. 69. Hotchkis Wiley Large Cap Value Dividend Buy 07128 
 
70. 
70. Janus Fund Dividend Buy 07/28 
 
71. 
71. Janus Mid Cap Value None Buy 07/28 
72. 
72. Janus Overseas Fund Dividend 
73. 
73. Julius Baer Intl Equity Dividend Income Gain Codes: A=$ ,000 less =$1,00 -$2,500 =$2,50 -$5,000 =$5,001  $15.000 =$15,001 -550,000 
(See Columns and 04) =$50,00 -$I 00,000 =$100,00 1,000,000 1,000,00 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less K=Sl 5,00l -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns aod DJ} =$250,00 -$500,000 =$500,001-$1,000,000 =Sl,000,001-$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Ooly) =More thao S50,000,000 =Cash Market 
(See Column C2) =Appraisal =-Other =As sessment =Book Value =Esti mate 
 
 
05110106 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (inctudes those the spouse and dependent children. see PP 34-57 of/Wng instructionsJ 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) (2) 
Ifnot exempt from disclosure 
Place (X) after each asset 
Amount 
Value Value 
Type(e.g. 
Type(e.g. 
(3) 
(2) 
(4) 
Code 
exempt from prior disclosure 
div., 
Code Method 
buy, sell. 
Value 
Gain 
Date 
Identity 
(A-H) int.) Code 
merger, 
Code 
Month- 
Code 
buyer/seller 
(Q-W) redemption) 
Day (if private transaction) (A-H) 
(J-P) 
86. 86. Federated Short Term Muni Bond Dividend 
Fund 
87. 
87. Shrader Muni Bond Fund Dividend Buy 03/0l 
 
88. 
88. DuPont -common stock Dividend 
 
89. 
89. DFA Tax Mgd U.S. 5-10 Value Dividend PartSell 06/30 Income Gain Codes: =$1,000 less 1,00 $2,500 =$2,50  $5,000 =$5,001 -$15,000 =$15,001  $50,000 
(See Columns and D4) =$50,00  00,000 =$100,001  St,000.000 41,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=Sl5,00I -$50,000 =S50,00  DO.ODO =SI 00,00  $250,000 
(See Columns and D3) s25o,oo  S5oo.ooo s500,oo  1.000,000 41.000,001  $5,000,000 =$5.000.00 -$25.000,000 Value Method Codes =$25,000,001  $50.000,000 =Cost (Real Estate Only) =More than $50,000,000 Cash Markel 
(See Column C2) =Appraisal V=Other =Assessment Book Value =Estimated 
 
 
Name Person Reporting Date Report 
Rendell, Marjorie 05110106 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto/Report.) 
Part GIFTS Honorary golf memberships with Torresdale-Frankford Country Club, West Shore Country Club, and Blue Ridge Country Club: lfl were become member these clubs, certain that initial fees and ongoing fees would several thousands dollars; however, use these memberships infrequently, and estimate the value me, based use, less than thousand dollars. 
Part VIL INVESTMENTS and TRUSTS GIFTS -Items lines 48, 50, and were contributions the -Charitable Gift Fund (managed the Schwab Fund for Charitable Giving). 
 
 
 
 
Rendell, Marjorie 
05110106 
 
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. 
 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Coiumbus Circle, N.E. Washington, D.C. 20544