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Judicial Watch • Marjorie O. Rendell – 2007

Marjorie O. Rendell – 2007

Marjorie O. Rendell – 2007

Page 1: Marjorie O. Rendell – 2007

Category:Federal Judges

Number of Pages:13

Date Created:November 17, 2008

Date Uploaded to the Library:December 09, 2014

Tags:rendell, Marjorie, Marjorie O Rendell, Market, 2007, assets, INVESTMENTS, TRUSTS, Codes, disclosure, reporting, report, Federal Judge, financial, income, Judge


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MARJbRIE RENDELL 
 
21613 UNITED STATES COURTHOUSE CIRCUIT JUDGE INDEPENDENCE MALL WEST 601 MARKET STREET PHILADELPHIA, 19106-1598 
July 2008 
 
VIA FAX AND FIRST CLASS MAIL 
Committee Financial Disclosure 
,...__, 
Administrative Office the U.S. Courts 
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Suite 2-301 
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One Columbus Circle, N.E. 
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C::.J- 
Washington, 20544 ::0 :z:: 
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Calendar Year 2007 
rri 
Gentlemen: 
 Line 47, Westcore Growth: Insert none column B(2) 
 
 Line 91, DFA Tax Mgd: Insert (Y) column trust that this responds full:y your inquiry, but please feel free contact you have further questions concerning this report. 
 
 
 
P.01/01 
JUL-08-2008 15=20 JUDGE RENDELL 
 
MAR.JORIE; RENDELL Z161:S UNIT0 STA.TES COURTHOUSE CIRCUIT JUDGE: ltfDJ::PENDl!:NCE MAU. WEST 601 MAR.KET SJRltET t!5) 597-3015 
 
PHILADL,..HIA, 19106-1$98 
 
July 2008 
 
Committee Financial Disclosure Administrative Office the U.S. Courts Suite 2-301 One Columbus Circle, N.E. 
Washington, 20544 
 
Gentlemen: 
 
Line 47, Westcore Growth: Insert none column B(2) 
 
Line 91, Tax Mgdt: Insert (Y) column trust that this responds fully your inquiry, but please feel free contact you have further questions concerning this report. 
 
MOR: 
 
TOTAL P.01 Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app.  101-11]) Person Reporting (last name, first, middle initial) Rendell, Marjorie Court Organization USCA -3CA -Philadelphia Date Report 05/13/2008 Title (Article III judges indicate active senior status: magistrate judges indicate full-or part-time) Circuit Court Judge (Active) Sa. Report Type (check appropriate type) Nomination, Date Initial [ZJ Annual Final Reporting Period 01/01/2007 12/31/2007 
Sb. Amended Report Chambers Office Address U.S. Court Appeals 601 Market Street, Room 21613 Philadelphia, 19106-1598 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date 
 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable i11fom1ation. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Chair venue the Arts, Inc. Director Regional Performing Arts Center 
Chair, Board Overseers School Nursing, University Pennsylvania 
 
Board member Penn Medicine 
II. AGREEMENTS. (Reporting individual 011/y; see pp. 14-16 filing instructions.) 
[ZJ NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
 
 
 
 
Name Person Reporting 
Date Report 
Rendell, Marjorie 
05/13/2008 
IIJ. N-JNVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income 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 2007 Philadelphia Sports Media L.P. -TV Sports Commentator 
 
Commonwealth Pennsylvania -earnings for services Governor 
3.2007 City Philadelphia -pension 2007 University Pennsylvania -Instructor 
JV, REIMBURSEMENTS --transportation, /odging,jood, entertainment. (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
 
 
 
Name Person Reporting 
Rendell, Marjorie 
05/13/2008 GIFTS. (lllcludes those spouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE honorary golf membership -Sec VIII Torresdale-Frankford Country Club 0.0 honorary golf membership -Sec West Shore Country Club 0.0 VIII honorary golf membership -See Blue Ridge Country Club 0.0 VIII 
 
 
VI. LIAB ILJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE Construction/permanent Joan rental property 
 
 
 
Name Person Reporting 
Rendell, Marjorie 
05/13/2008 
VII. INVESTMENTS and TRUSTS --income, value, transactions (lflc/udes t1iose spouse and dependent c1iadren; see pp. 34-60 filing instructions.> 
NONE (No reportable income, assets, transactions.) 
 
(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 =$15,000or 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 =$25,000,001 -$50,000,000 =More 1nan $50,000,000 Value Method Codes :::::Appraisal =Cost (Real Estate Only) :::Assessment =Cash Market (See Column C2) =Book Value =Other 
 
 
Name Person Reporting 
05/13/2008 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS --illcome, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing i11structians.J 
NONE (No reportable income, assets, transactions.) 
Income during (including trust assets) reporting period Assets 
(I) (2) 
Gross value end 
reporting period 
---	(4) 
 
(3) 
 ___ 
(5) 
(2) 
(2) 
(X) after each asset 
Date Value Gain Identity 
Type (e.g., 
Amount 
Value 
Value 
Type (e.g., 
Place 
buy, sell,Code exempt from prior disclosure 
Method 
div., rent, 
Code2 
Month -Code Code buyer/seller 
 
;::) 
(A-H) 
Day (J-P) (A-H) --- 
Code 
redemption) 
(J-P) int.) 
(Q-W) 
18. Royce Value Plus Dividend 
Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 $5,000 =$5,001 -$15,000 =$15,001 -$50,00J (See Columns and 04) =$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,()(ll -$250,000 
 
 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001  $5,000,000 =$5,000,001 $25,000,000 =$25,000,oUI -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cos< (Real Estate Only) :::Assessment =Cash Market (See Column C2) =Book Value ==Other :::Estimated 
... 
Name Person Reporting 
05/13/2008 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS --income, value, 1ra11sactions r1nc1udes those spouse and dependent children; see PP 34-60 filing i11structio11s.J NONE (No reportable income, assets, transactions.) 
---------.----------.- 
 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting per iod 
--- 
(1) (2) (1) (2) (1) (3) (4)(2) 
 
(5) 
Place (X) after each asset Amount Type (e.g., exempt from prior disclosure div., rent, 
Code (A-H) int.) 
L___ 
35. DFA One Fixed Dividend 
Value Vaiue Code Method (J-P) 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Buy 
Date 
Month- 
Day 
 
04/26 
Value Gain Identity 
Code Code buyer/selle 
(J-P) (A-H) (if private 
transaction =$1,000 less =$1,001 -$2,500 =$2,501 $5,000 =$5,001 -$15,000 =$15,001 -$50,000 ll-1:::1::,c;::d ---G =$100,001  =$1,000,001 -$5,000,000 =More than $5,000,000 =$50,001 -$100,000 	$1,000,000 Value Codes =$15,000or less 415,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$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 Value Method Codes ::::Appraisal =Cost (Real Estate Only) ::::Assessment =Cash Market (See Column =Book Value =Other ;:::;Estimated 
 
 
Name Person Reporting 
05113/2008 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.! NONE (No reportable income, assets, transactions.) 
... 
Transactions during reporting period 
Descripti Assets 
fncom:.during Gross value end 
reporting period 
(including trust assets) 
reporting period Date 
(3) 
(5) 
Gain 
Identity 
Value 
(2) 
Place (X) after each asset exempt from prior disclosure 
Value 
Value 
Method 
 
Type (e.g., 
Amount Type (e.g., Code int.) 
div., rent, Code 
buyer/sellerredemption) 
buy, sell, Day (A-H) 
(if private transaction) 
(J-P) 
Month 
Code 
Code 
(A-H) 
(J-P) Code 
(Q-W) Income Gain Codes: =$1.CXXJ less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000 
(See Columns and D4) F=$50,00I -$100,000 =$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000or 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 Value Method Codes (See Column C2) =$25,000,001 -$50,000,000 =Appraisal =Book Value =Cost (Real Estate Only) =Other =More than $50,000,000 =Assessment W=Estimated =Cash Market 
 
Name Person Reporting 
05113/2008 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions c1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.> NONE (No reportable income, assets, transactions.) 
Description Assets Income during (including trust assets) reporting period 
(2) 
(l) 
Type (e.g., 
Place (X) alter each asset Amount 
Code 
div., rent, 
exempt from prior disclosure 
Gross value end 
reporting period 
(1) (2) (I) 
Value Value Type (e.g . Date Value Gam 
Code2 Method buy, sell, Montl1 Code Code buyer/seller 
 
(A-HJ int.) Code3 redemption) 
Day 
(J-P) (A-H) 
(if private 
 
transaction) 
(Q-W) 
 
Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001-$15,000 =$15,001 -$50,000 (See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000or less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than .)s0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Seo Column C2) =Book Value 1her =Estimated 
 
Name Person Reporting 
Date Report 
Rendell, Marjorie 
05/13/2008 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Inctudes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
86. 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
Westcore lntl Frontier Fund Dividend 
10/18 
Buy 
87. William Blair Large Cap Growth Dividend 
88. Federated Short Term Muni Bond Fund Dividend 
Shrader Muni Bond Fund Dividend 
90. 
DuPont -common stock (Y) 
 
91. 
DFA Tax Mgd U.S. 5-10 Value 
 
 
Dodge Cox Stock (Y) 
Janus Fund (Y) 
94. Janus Overseas Fund (Y) 
Fasciano (Y) 
96. First Eagle SoGen Global Class (form SoGen Int!) (Y) 
Sound Shore (Y) 
98. Schwab Money Market Fund (Y) 
100. 
Westcore Growth Fund (Y) 
Rental property Ocean City, (2000 Rent 
$645,000) 
JOI. Income Gain Codes: =$1,000 less 41,001  $2,500 =$2.501 $5,000 =$5,001 -$15,000 =$15,001  $50,000 
(See Columns and 04) =$50,001 -$100,000 4100,001 -$1,000,000 41,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15, 000 Jess 415,001  $50,000 =$50,001 -$100,000 4100,001 -$250,000 
(See Columns and 03) 4250,001  $500,000 4500,001 -$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 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Name Person Reporting 
05/13/2008 
Rendell, Marjorie 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicale partofReport.) 
Part G!FrS 
Honorary golf memberships with Torresdale-Frankford Country Club, West Shore Country Club, and Blue Ridge Country Club: 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 VII. INVESTMENTS and TRUSTS 
G!FfS -Item line was contribution the Rendell Charitable Gift Fund (managed the Schwab Fund for Charitable Giving) 
 
Item line (McDonalds). the 2006 report (also line 58), D(l), the notation Gift (11/17/06) should have read Partial Gift. 
 
 
 
Name Person Reporting 
Rendell, Marjorie 
0511312008 
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