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SF 278 (Rev.

0312000)
5 C.F.R. Part 2634
Executive Branch Personnel PUBLIC FINANCIAL DISCLOSURE REPORT Form Approved:
OMB No. 3209 - 0001
U.S. Offlce of Government Ethics
Date of Appointment, Candidacy, Election, Reporting Incumbent Calendar Year New Entrant, Termination Termination Date (IfAppJi-
orNominatlonfMonth Day. Year) Status
(Check Appropriate [gJ Covered by Report Nominee, or
Candidate
0 Filer D cabJe) (Month,Day, Year) Fee for Late Filing
Any individual who is required to file
01/20/2009 Boxes) 2009 this report and does so more than 30 days
1 1 1 1
after the date the report is required to be
Last Name First Name and Middle Initial
Reporting filed, or, if an extension is granted, more
Individual's Name Obama Saraek H. than 30 days after the last day of the
filing extension period, shall be subject
to a $200 fee.
Title of Position Department or Agency (If Applicable)
Position for Which
Filing President Reporting Periods
Incumbents: The reporting period is
Address (Number, Street, City, State, and ZIP Code) the preceding calendar year except Part
Telephone No. (Include Area Code)
Location of II of Schedule C and Part I of Schedule D
Present Office White House, 1600 Pennsylvania Ave. NW, Washington, D.C. 20500 202-456-1414 where you must also include the filing
(or forwarding address) year up to the date you file. Part II of
Schedule D is not applicable.
Title of Position(s) and Date(s) Held
Position(s) Held with the Federal
Government During the Preceding Termination Filers: The reporting
12 Months (If NOl Same as Above) period begins at the end of the period
covered by your previous filing and ends
at the date of tennination. Part II of
Name of Congressional Committee Considering Nomination Do You [ntend to Create a QJ.lalified Diversified Trust? Schedule D is not applicable.
Presidential Nominees Subject
to Senate Confirmation Not Applicable DYes 181~ Nominees, New Entrants and
Candidates for President and
Cert1fication Vice President:
Signature.¢-~rting Ind ,.,idual Date (Month, Day, Year)
I CERTIFY that the statements [have

(~)
Schedule A--The reporting period
made on this fonn and all attached
schedules are true. complete and correct
to the best of my knowledge. - S/p-//IO for income (BLOCK C) is the preceding
calendar year and the current calendar
year up to the date of tiling. Value assets
as of any date you choose that is within
Signature of Other Reviewer Date (Month, Day, Year)
Other Review 31 days of the date of filing.
(If desired by

~~ C/~ 5-1-'7-/0
agency)
Schedule B-Not applicable.
/? Schedule C, Part I (Liabilities)-The
Agency Ethics Official's Opinion Signature of Designated Agency Ethics Official/Reviewing Official Date (Month, Day, Year) reporting period is the preceding calendar
year and the current calendar year up to

~Ii.,~
On the basis of infonnation contained in this
report, I conclude that the filer is in compliance
with applicable laws and regulations (subject to
any comments in the box below).
..sIll/II 0 any date you choose that is Within 31 days
of the date of filing.

Signature Date (Month, Day, Year) Schedule C, Part II (Agreements or


J
Office of Government Ethics Arrangements)-Show any agreements or

-JZ~J-. L ~/~
Use Only arrangements as of the date of filing.
J-/7-/o
Comments of Reviewing Officials (ff additional space is required, use the reverse side of this sheet)
- Schedule D -The reporting period is
the preceding two calendar years and
the current calendar year up to the date
of filing.
(Check box if filing extension granred & indicate number of days _ _ _ )
D
Agency Use Only

OGE Use Only


(Check box jf comments are continued on the reverse side) D
MAY 1 7 2010
Supersedes Pnor EdltlOns. WhIch Cannot Be Used. 27&-112 NSN 7540-GHl70-8444
OGE/Adobe Acrobat version 1.0.2 (1110112004)
SF 278 (Rev. 03/2000)
5 C.F.R. Part 2634
U..
S Offtce of Government Ethics
Reporting Individual's Name Page Number
Obama, Sarack H. SCHEDULE A
2 of 9

Assets and Income Valuation of Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.

BLOCK A BLOCK B BLOCK C


For you, your spouse, and dependent children, Type Amount
report each asset held for investment or the
production of income which had a fair market ~ 0
value exceeding $1,000 atthe close ofthe reE0rt- ...... 0 0 'd
0 0 0 0 l:i ~

...... 0
ing period, or which generated more than 200 o. 0 0 ;::l 0
in income during the reporting period, together 0 0 6 ..... 0 0 0 Other Date
...... 0 0 0 6 0 N 0
with such income. EI7 0 0 0 0 6 0 0 '-'
l:i EI7 0 0 6 Income Mo., Day,
0 0 0 0 6 0 o. 6 <1! til
l:i 0 0 6 0
(Specify Yr.)
0 1;1 0 0 6 6 0 -I<
0 O. Vl Vl
0
0 § ..., '-' .~ oj 0 0 C!. 0 -I< o. 0
For yourself, also report the source and actual 0 0 C!. '-' .r::
..., 0 0 o. 0 Type &
amount of earned income exceeding $200 (other -5 o.
N EI7 0

- -
Vl 0 Vl
6 0 , 0

-
Vl 0 0 0
6 ...... '" EI7 Vl C;; 0 0 C!. 6 ...... 8 EI7

- -
~ ....2 ....2
0 0 Actual Only if
...... 6
0 N Vl <1! Vl 0 0
>,
than from the u.s. Government). For your spouse, '" C!.
V)

'"'"
Vl
Vl V) EI7 EI7 EI7 6 I I
0 l:i 0 V) V) EI7 6
I
6
Vl
...... EI7 EI7 ......
0 0
O. N ...... EI7 EI7 Amount) Honoraria
report the source but not the amount of earned ~ EI7 ~
V)
, I I I 0
, ...... ...... ...... o. 0 ~ 'c;l I 0 0
... ... ......
-
0 0 0 EI7 EI7 0

- - -
EI7
6 6 , ...... ...... ...... o.
I
income of more than $1,000 (except report the 'd 'd 'd 'd
..., C) , I
C!.
...... ...... 0 0 0 0 0
] 0
I EI7 I

actual amount of any honoraria over $200 of .E- 0 0 0 0 0 0 EI7 6 6 0 EI7


V)
<1! ...,<1! OJ l:i C;; .E- ..... 0 0
0
6
V)

~
o. 0 6 6 6 ... 0 0 o. ...
'-' oj
...,
~ 's. OJl:i
I 0 EI7
... ...
EI7

-
your spouse), OJ 0. 0. ...... 0 0 0 o. 0 6 0
l:i C!. C!. C!. OJ OJ '-'
C!. o. o.
...... 6 ...... 6
e~
V)
V) 0 V) 0 OJ V) OJ l:i 0 V)

~
...... U U 0 OJ OJ
0 V) ...... N V) > ...... V) N > :< :< OJ oj 0 N ...... N V) V) ......
> EI7 >
NoneD Z EI7 EI7 EI7 EI7 EI7 EI7 0 EI7 EI7 EI7 0 u..l u..l ~ U Z EI7 EI7 EI7 EI7 EI7 EI7 EI7 0 0

Central Airlines Common x x x


------------ - - [~[~ - - - -- - - - - - - -- - - f- - --- - - I- -- - - - - '----
=[~
Law Partnership
Examples DoeJones&Smith, Hometown,State
------------ .- ' -
_1_1-.: - r-,.... r- -- .-,- .- .- ,- _I- - r- r- r- .-,- -
x
- -'T - - r -- - - - - Income 5130.000
r---
Kempstone Equity Fund
------------
IRA: Heartland 500 Index Fund
.- - -- - - - - - r- r- r- -
x
f-
x

x
- .:..1- - - x
r -- - - - - r---

I Morgan Chase Private Client Asset Mgmt.


Checking Account (J) X X X

2 Northern Trust Checking Account (J)


X X X

3 Vanguard 500 Index Fund (Retirement)


X X X

4 State of Illinois General Assembly Defined


Benefit Pension Plan X X

5
Vanguard 500 Index Fund (Retirement) (S)
X X X

6 Vanguard 500 Index Fund (Retirement) (S)


X X X

* This category applies only if the asset/income is solely that of the filer's spouse or dependent children. If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate,

Prior Editions Cannot Be Used. OGElAdobe Acrobat version 1.0.2 (11/0112004)


SF 278 (Rev, 0312000)
5 C.F.R. Part 2634
U.S, Oft1ce of Government Ethics

Reporting Individual's Name Page Number


Obama, Barack H.
SCHEDULE A continued
(Use only if needed) 3 of 9

Assets and Income Valuation of Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.

BLOCK A BLOCK B BLOCKC


Type Amount
~ 0
...... 0 0 "d
0 0 0 0 c ~

...... 0
q
...... 0
0
0
0
0
0
0
g ~
...c 0
N
0
0
0
0 Other Date
V7 0 0
0
0 0 0 0 0 V7 0 0 Income (Mo., Day,
0
~ 0
0
0
0
0
0
0tr) 0
0 0
0 i< ~ q 0
tr)
tr)
0
OJ
§ ..,
til
OJ C
CIS 0
0
0
0
0
0 i<
0
0_ (Specify Yr.)
...
..c: 0
q
0 0
0tr) 0...... N
0 0_ 0
0
...... 0
tr)
V7
N
V7
0
V7
I
0
0 til
OJ CIl
+-'
til
'P
Oil 0
...
..c: 0
0
0
0
0 0
0_ 0 0
0
0_ 0
0
...... 0
tr)
V7
0
0
0
Type &
Actual Only if
u:. qtr) tr) tr) ......
.s
tr)
>. 0
2 2
til
0 ...... ...... 0...... 0 ~ CIl o_
tr) V7 I CIl
til V7 V7 I 0 V7 0 I
0
~
...... V7 V7 0 N ...... V7 V7 ...... 0 Amount) Honoraria
E- E- ~
I
V7
I 0 I 0 t>::: ';;1 I 0
...... ...... ...... q 00 0 0 ...... V7

. ...... 0_ 00 q
CIl
.... I I
0 .... V7 V7
......
I ......
-S ,....., 0 0 0 00 00 V70 ...... 0 q tr)g "d
OJ
"d
OJ
"d "d "d
... ...
OJ C C +-'
C,j
-S
V7 I I I
I

...... ...... ...... ......


I
...... 0 ...... tr)

OJ 0
C q tr) 0
q 0 0 0 0 .... 0 00 q V7
0 tr) 0 OJ q q tr)
....
OJ
0. 0.
OJ OJ ~
OJ
'0 .., ....
.s:
CIS

C ..,
OJ Oil
til

OJ .~ C 0
...
OJ ...... 0
q 0
V>
0
0
0_ 0
0
q tr) 0 0 OJ q ....
0
0
V7 0
.... 0
V7

OJ
0 ,....., ...... tr) ...... N > V7 ...... tr) N U U
> &j &j § Q OJ 0 N ,....., ...... tr) ...... > ...... >
t>::: ..s U
tr) N tr)
Z V7 V7 V7 V7 V7 V7 0 V7 V7 0 Z V7 V7 V7 V7 V7 V7 V7 0 V7 0
1
U.S. Treasury Bills - SEP/lRA
X X X

2
U.S. Treasury Notes (J)
X X X

3 Henry G. Freeman Jr. Pin Money Fund (S) - $12.000


See Attachment A for related information,
4
Line intentionally left blank

5
U.S. Treasury Bills (J)
X X X
6 Bright Directions College Savings 529 Plan (DC)
X X X
(Newborn to 8 yrs).
7
Bright Directions College Savings 529 Plan (DC)
(9 to 12 yrs).
X X X
8
Morgan Chase Private Client Asset Mgmt. X X
Checking Account (S)
q Final deferred
University of Chicago Hospitals, Chicago, IL (S)
compensation
distribution

* This category applies only if the asset/income is solely that of the filer's spouse or dependent children. If the assetlincome is either that of the filer or jointly held
by the filer wi th the spouse or dependent children, mark the other higher categories of value, as appropriate,

Prior Editions Cannot Be Used. OGEIAdobe Acrobat version 1.0.2 (1110112004


SF 278 (Rev. 0312000)
5 C.F.R. Part 2634
U.S. Offtce of Government Ethics

Reporting Individual's Name Page Number


Obama, Barack H.
SCHEDULE A continued
(Use only if needed) 4 of 9

Assets and Income Valuationo f Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.

BLOCK A BLOCK B BLOCK C


Type Amount
~ 0
.-< 0 0 "d
0 0 q ~

0 0 ;j ...... 0
q 0
0 q 0 J.I.. 0 0 0
Other Date
...... 0 0
~
0 0 0
0 0 0
0
0
0
....q N
~
0
0 0 Income (Mo., Day,
0 0 0 0
0 0 0 q 0 <l! q 0 0
~ 0
0
0
0 0 i< 0_ 0
....S .... ....
'"<l! ro 0 0 i< 0_ (Specify Yr.)
..c::
.... 0 8 0
0 0
Vl
0
q 0 Vl
Vl
N
Vl
(,'7
,
0
0
'p
-S 0 0
0
0
0
0
0
0
0
q 0 Vl
0
0 Type &
0_ 0 0
......
N
0
Vl ......
, .-< 8 (,'7
, (,'7
0 '"
> 2 '"
<l! CIl

2
~
>. 0 0
"!. q
0 0_ 0 0 ......
0
0 ~
, 0 0 Actual Only if
CIl
CIl ,...,
Vl Vl
(,'7 (,'7
(,'7
, 00 ...... ...... 0 0 .s f-o f-o
, (,'7
,
~ 0
~
~ '"
en 0
~ O_ N
Vl
......
Vl ...... ~
, 00 ...... Amount) Honoraria
~ , , Vl ~ (,'7 0
, ......, .-<,
.~
I-< ""
, ...... ...... .-< 0
...... ...... q 0 0 0
0 "d "d "d '"
"d "d c.J ... ...... (,'7
, (,'7 (,'7
...... q 0 q
2 ...... 0 0 00 00 00 ,..., 0 0 00 Vl ....<l! ....<l! <l! ....en
0 ~ 0
q q 2 , ......
I
...... 0
0 .-<
0
Vl
0. 0. ~ ... ~.~
~ <l! ro .-< 0 0 (,'7

q q Vl 0 00 0 0 ... 0_ q Vl ...
<l! 0 0_ 0 0 0 q (,'7

<l! <l! ~
"d ....q <l! ....
~
.-< 0
q Ifl 0 0 q 0
q Vl 0 0 ... q
".,
0 ...OJ
0 ...... ...... Vl 0 <l! OJ
> ...... > U U :~
§ a ....<l! 0
0
...... N Vl ...... 0 OJ
...... > ...... ;>
Z (,'7
.-<
(,'7
Vl

"" ~
N
(,'7
Vl

"" 0
""
Vl
~
N
(,'7 0 &:i &:i ~ .s u z N

"" "" ""


Vl
(,'7 b"t (,'7
"" 0 b'7 0
1 $48.732
N.Y. life Insurance & Annuity Corp, (Beneficiary
payment from the Estate of Madelyn Dunham)
2 Vanguard FTSE Social Index Fund (Retirement)
X X X

3
Vanguard FTSE Social Index Fund (Retirement) X X
X
(S)
4
Vanguard FTSE Social Index Fund (Retirement) X
X X
(S)
5 Hawaiian Tax Free Trust Class A (Inheritance
X X X
from the Estate of Madelyn Dunham)
6 Dystel & Goderich, NY, NY - Book Royalties
X X
from Crown Publishing - Dreams from My Father
7
(Value not readily ascertainable)

8
Random House, NY, NY - Book Royalties - X X
Audacity of Hope
q
(Value not readily ascertainable)

* This category applies only if the asset/income is solely that of the filer's spouse or dependent children.
If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate.

Prior Editions Cannot Be Used. aGE/Adobe Acrobat version 1.0.2 (11/0112004


SF 278 (Rev. 0312000)
5 C.F.R. Part 2634
U.S. Office of Government Ethics
Reporting Individual's Name Page Number
Obama, Barack H.
SCHEDULE A continued
(Use only if needed) 5 of 9

Assets and Income Valuationof Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.

BLOCK A BLOCK B BLOCK C


Type Amount
~ 0
...... 0 0 "0
0 0 0 ~ ~
0 ;:l ...... 0
o. 0 o. 0 u.. 0
...,
......
0
0
0
0
0
0
0
0
0
0 0
0
0
0
...
~
0
...,
N
0
°
0
0
0
0
Other
Income
Date
(Mo., Day,
0 0 q 0 0 0
...S ....
0 0 0
... °q °00 00 ...,0 ...,°0 ...,°.....q 8b
(/l
~ 0 ~
o:s 0 0
..::::
0 o. If)
...,
If)

...,, ..., , 00 ...


.~ o:s
...
..:::: 0
0
0 °0
0 0
q
i<
0
O.
...,, °0
(Specify
Type &
Yr.)
°"l o. o. 0
If)
If) N +.> 0 0 0 0 If)
(/l
(/l ~ 0 0 .....
0
..., Only if
, 0 ..... °
(/l
N
, ..... 00 Q) Actual
..... ..., ...,
..... If)
>. 0 0
£: .....
oS f-;£: f-;
Vl
> (/l (/l

° ..... ..., 0
If) If)

~
(/l
, , , 00 ..... ..... 0 ~
~
~
(/l
q ..., ..., ...,
N
If) If)
Amount) Honoraria
... V7
,
, , ..... ..... q 0 o. 00 ° 0 (/l 'a ... ..... , , , .....,
If) V7
, ..... o0 . 0
o.
.s ..... .....
,....; c5
0 ..., "0 "0 "0 "0 "0
.... 0
.s ..... 0 ..... 8
0 ...,
0
,....;
0
0
0
0 0 .....
0 ..., c5 0 0 ....0.. .... ~
If) Q) Q) Q) ~ ~
V7
, ..... ..... ...... 0
If)
0 o:s til
~ 0 0
Q) 0
o.
q 0 0 0 0 ... 0
q o.
0 O. 0..
.... Q)
~
Q)
"0 ....~ ~ .... Q) ..... q0 0 0 q 0 0
V7
.... 0
q Q) ...
..... 0 ..., .~
Q)
~ 0 'S; ~ If)
o. 0
...,N0 ...,.....
If)
..... If) 0 Q) If) Q) u u Q)
0 Q)
> ...,
If)

Z
0
...,
......
V7
If)
V7
N
V7 ...,
If)
0
...... If)
..., ...,
N >
0 &:l &:l § i5 c<:
Q)
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0 N
V7
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V7
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If) ,....; > ...... 0>
0 V7
1 $225,000
Dystel & Goderich, NY, NY - Book Royalties Advance
from Crown Publishing - Dreams from My Father
2
(Abridged version for young adults) (Value not
readily ascertainable) - See Attachment B for
3
related information.

* This category applies only if the asset/income is solely that of the filer's spouse or dependent children. If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate.

Prior Editions Cannot Be Used. aGE/Adobe Acrobat version 1.0.2 (l1l01l200~


SF 278 (Rev. 03/2000)
5 C.F.R. Part 2634 Do not complete Schedule B if you are a new entrant, nominee, or Vice Presidential or Presidential Candidate
U.s. Office of Government Ethics
Reporting Individual's Name
SCHEDULE B Page Number
Obama, Sarack H.
1 6 of 9

Part I: Transactions
Report any purchase, sale, or exchange Do not report a transaction involving NoneD
by you, your spouse, or dependent property used solely as your personal
children during the reporting period of any residence, or a transaction solely between Transaction Amount of Transaction (x)
you, your spouse, or dependent child. Type (x)
real property, stocks, bonds, commodity
futures, and other securities when the Check the "Certificate of divestiture" block Date
amount of the transaction exceeded $1,000. to indicate sales made pursuant to a (Mo.,
5: ~ Day, Yr.)
Include transactions that resulted in a loss. certificate of divestiture from OGE. '"
.J:;
!: ., '"x
1i
::J
a.
m
(j) uJ
Identification of Assets
I
Example Central Airlines Common x 2/1/99 x

1 Vanguard FTSE Social Index Fund X 6/16/09 X


2 Vanguard 500 Index Fund X 6/15/09 X
3 Vanguard FTSE Social Index Fund (S) X 7/9/09 X
4 Vanguard 500 Index Fund (S) X 7/9/09 X
5 Vanguard FTSE Social Index Fund (S) X 7/9/09 X
*This category applies only if the underlying asset is solely that of the mer's spouse or dependent children. If the underlying asset is either held
by the filer or jointly held by the filer with the spouse or dependent children, use the other higher categories of value, as appropriate.

Part II: Gifts, Reimbursements, and Travel Expenses


For you, your spouse and dependent children, report the source, a brief descrip- the U.S. Government; given to your agency in connection with official travel;
tion, and the value of: (1) gifts (such as tangible items, transportation, lodging, received from relatives; received by your spouse or dependent child totally
food, or entertainment) received from one source totaling more than $260, and independent of their relationship to you; or provided as personal hospitality at
(2) travel-related cash reimbursements received from one source totaling more the donor's residence. Also, for purposes of aggregating gifts to determine the
than $260. For conflicts analysis, it is helpful to indicate a basis for receipt, such total value from one source, exclude items worth $104 or less. See instructions
as personal friend, agency approval under 5 USc. § 4111 or other statutory for other exclusions.
authority, etc. For travel-related gifts and reimbursements, include travel itinerary,
dates, and the nature of expenses provided. Exclude anything given to you by None 0
Source (Name and Address) Brief Description Value

Nobel Foundation, Stockholm, Sweden Nobel Medal and diploma (Value not readily ascertainable)

2
(Cash prize of 10 million Swedish kronor (approximately $1.4 million) has been donated to charity.)

Senator Edward Kennedy and Portuguese water dog named "80" $1,600

4 Victoria Reggie Kennedy, Hyannis Port, MA

Pnor Editions Cannot Be Used. OGE/Adobe Acrobat version 1.0.2 (11101/2004


SF 278 (Rev. 0312000)
5 C.F.R. Part 2634 Do not complete Schedule B if you are a new entrant, nominee, or Vice Presidential or Presidential Candidate
U.S. Office of Government Ethics
Reporting Individual's Name Page Number
SCHEDULE B continued
Obama, Barack H.
I (Use only if needed) 7 of 9

Part I: Transactions
Transaction Amount of Transaction (x)
Type (x)

, ,0 '0 '""8 '-


Date
(Mo., ':'8 '""0 '""8 '""8 8 88
~
'""0 8'""8 80 §
.0 §§ 0 oS"...
.
0
OJ OJ
~

2!OJ 8,
<:
OJ
Day, Yr.) ':'8 8c::. g~ 06 08 . . § §~
8· 00
88 88 80 80 ~ ~'C
8.Vl8. via ...>.,.,
~::J u10 68 VlO o.
-:(I

Identification of Assets 11.


'"
iii
(/)
] ..............Vl..., """" "" .... ....... ....... ....... l~ ,,,,,,,,
'""Vl Vl'""
'""N NVl VlO-< 0-< Vl VlN NVl
OJO t>

"" ... ... "" 0"" u'O


OJ._

1
Vanguard 500 Index Fund (S) X 7/9/09 X
2
Hawaiian Tax-Free Trust Class A (Inheritance from the Estate of Madelyn Dunham) X 1/5/09 X
3
Bank Hawaii Corp. (Inheritance from the Estate of Madelyn Dunham) X 1/29/09 X
4

10

11

13

14

15

16

*This category applies only if the underlying asset is solely that of the filer's spouse or dependent children. If the underlying asset is either held
by the filer or jointly held by the filer with the spouse or dependent Children, use the other higher categories of value, as appropriate.

Prior Editions Cannot Be Used. OGEIAdobe Acrobat version 1.0.2 (l110 112004
SF 278 (Rev. 0312000)
5 C.F.R. Part 2634
U..
S Office of Government Ethics
Reporting Individual's Name Page Number
Obama, Saraek H. SCHEDULE C 8 of 9

Part I: Liabilities a mortgage on your personal residence None~


Report liabilities over $10,000 owed unless it is rented out; loans secured by
Category of Amount or Value (x)
to anyone creditor at any time automobiles, household furniture
during the reporting period by you, or appliances; and liabilities owed to
your spouse, or dependent children. certain relatives listed in instructions. ,0 •0 ':'0 -0'0 -0 0
0
, , _0 8.0cc 88 0
Check the highest amount owed See instructions for revolving charge .... 8 .... 0 8....'000. 88
-0 -0 00
00 ·8. 8 0 8 88 eSeS
00 0eS
during the reporting period. Exclude accounts. ~cc 88
0'" V)O 00
. 0 gg
.,., .... .... ..., gg 80. >'" ...... . 8' eSeS
88 8~ 00 vio L.;CC

Creditors (Name and Address) Type of Liability


Date
Incurred
Interest
Rate
Term if
applicable ......
........ ...... ........
.... Vl .... N
.... "" .... .., 0 ...
N Vl Vl ....
,,.,,,., ... .., ...,..,
~vi
.Vl
lI)N NVl ~~
0""
G~rst District Bank, Washington, DC 1991 25 yrs. x
Examples
John Jones, 123 J St., Washington, DC
..!!o.ng~0.!!.le~I.£E.0~tl:..!?~!!!!.
PromiSSOry note
___
t-i999"
8%
--- ----
10% on demand
- 1-- - - - -- --
x
- 1--- -- - f--

*This category applies only if the liability is solely that of the fIler's spouse or dependent children. If the liability is that of the fIler or a joint liability of the filer
with the spouse or dependent children, mark the other higher categories, as appropriate.

Part II: Agreements or Arrangements


Report your agreements or arrangements for: (1) continuing participation in an of absence; and (4) future employment. See instructions regarding the report-
employee benefit plan (e.g. pension, 401k, deferred compensation); (2) continua- ing of negotiations for any of these arrangements or benefits.
tion of payment by a former employer (including severance payments); (3) leaves NoneD

Status and Terms of any Agreement or Arrangement Parties Date

Example

I
I Pursuant to partnership agreement, will receive lump sum payment of capital account & partnership share
calculated on service performed through 1/00.
General Assembly Defined Benefit Pension Plan (no further contributions by fonmer employer)
Doe Jones & Smith, Hometown, State

State of Illinois, Springfield, IL


7/85

01/97

Prior Editions Cannot Be Used. OGE/Adobe Acrobat version 1 0.2 (11/0112004)


SF 278 (Rev. 0312000)
5 C.F.R. Part 2634
U.S. Offtce of Government Ethics

Reporting Individual's Name Page Number

Obama, Barack H. SCHEDULE D 9 of 9

Part I: Positions Held Outside U.S. Government


Report any positions held during the applicable reporting period, whether compen- organization or educational institution. Excl ude positions with religious,
sated or not. Positions include but are not limited to those of an officer, director, social, fraternal, or political entities and those solely of an honorary
trustee, general partner, proprietor, representative, employee, or consultant of nature.
any corporation, firm, partnership, or other business enterprise or any non-profit None ~
Organization (Name and Address) Type of Organization Position Held From (Mo., Yr.) To (Mo.,Yr.)
K~t'l Assn. of Rock Collectors, NY, NY Ncn-profit education President 6/92
Examples --------------------
Doe Jones & Smith, Hometown, State 1--------------- - - - - - - - - - - - - - -
Law firm Partner 7/85
Present
f----
1/00
1

Do not complete this part if you are an


Part II: Compensation in Excess of $5,000 Paid by One Source Incumbent, Termination Filer, or Vice
Report sources of more than $5,000 compensation received by you or your non-profit organization when Presidential or Presidential Candidate.
business affiliation for services provided directly by you during anyone year of you directly provided the
the reporting period. This includes the names of clients and customers of any services generating a fee or payment of more than $5,000. You
corporation, firm, partnership, or other business enterprise, or any other need not report the U.S. Government as a source. None 0
Source (Name and Address) Brief Description of Duties
~~ Jones & Smith, Hometown, State Legal services
Examples Met-;:;U-;;Wersity (cli~ ;;rDoe J';;s &s;tthi:i:1;';;~vn, St;;; - - - - - -------------------------------
Legal services in connection with university construction
1

Prior Editions Cannot Be Used. OGFJAdobe Acrobat v~rsion 1.0,2 (lll01/2004)


ATTACHMENT A TO SCHEDULE A - ASSETS AND INCOME

Mr. Henry G. Freeman Jr. died in 1917. His estate is administered by Wells Fargo
Bank, San Francisco, CA as Trustee. Mr. Freeman's will provided that upon the death of
the last to die of certain named relatives, certain charitable income interests would be
created and an annuity of $12,000 per year would be paid to each First Lady during her
husband's term as President.
ATTACHMENT B TO SCHEDULE A - ASSETS AND INCOME

On January 9,2009, Barack Obama executed an amendment to his previously


disclosed, December 2004 agreement with Crown Publishing Group. Under this
agreement, a non-fiction work, the subject to be determined, would not be delivered during
his term in office and the schedule for any future book publications would be accordingly
revised.

On January 15, 2009, Barack Obama approved a $500,000 advance against


royalties under an agreement between Crown Publishing Group, a division of Random
House, Inc., and Random House Children's Books, for an abridged version of Dreams
From My Father suitable for middle grade or young adult readers, as proposed by the
publisher in 2008. Royalties for the book are: 15% of the U.S. sales price for hardcover
book sales; 7.5% to 10% of the U.S. price for trade paperback book sales, 10% of the U.S.
price for the mass-market paperback book sales, and other standard royalties. The
abridged, young adult version of Dreams From My Father will be prepared and released
by the publisher subject to the President's approval.

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