Professional Documents
Culture Documents
] Fin~l
01/01/2010 to 12/31/2010
U.S. DISTRICT COURT 940 FRONT STREET RM 5145 SAN DIEGO CA 92101-8911
8. O~ the ~ of the Information contained In thh Report aml nay m~dilicalious pertaining thereto, it h, In my opinion, ia e~pttauce with applicable laws and reguiatiom.
IMPORTANT NOTES: The instrucaon~ accompanying this form m+wt be followed. Complete all parts,
checking the NONE bax for eaeh part w~ere you have no reportable Information. Sign on Iggtpaga-
I. POSITIONS. CR.porm., t.a~a.a o.~ .ee p~ "-] NONE (No reportable positions.)
POSITION
I. 2. TRUSTEE MEMBER TRUST BOARD OF ADVISORS OF MARINE CORPS RECRUIT DEPOT MUSEUM & HISTORIAL SOCIETY
NAME OF ORGANIZATION/ENTITY
3. 4. 5.
[~]
Lorenz, Myron J.
2. 3. 4.
B. Spouses Non-Investment Income - If you were married dieing any partion of the reportitrg gear, tampictc rids sccdm.
(Dollar amount not required exeept for honoraria.)
2.
3.
4.
IV. REIMBURSEMENTS
(Includes those to spouse and dependent children: see pp, 2J-27 of filing instrucHons.)
SOURCE
DATES
LOCATION
PURPOSE
~]
I. 2. 3. 4.
... CREDITOR
DESCRIPTION
VALUE CODE
2. 3. 4. 5.
I
(I-P) (A-H)
.........
I. 2. 3, 4. WELLS FARGO BANK TRUST # I - Parcel # l, San Diego County, California - HIGHLAND FLOATING RTC - BANK DEPOSIT PROGRAM (MORGAN STANLEY) - MUKIETTA VY CALIF SCH DIST. CTFS PARTN CALLABLE - UNIVERSITY OF CAL. CTFS - CALIFORNIA EDL FACS AUTH REV - SAN DIEGO CAL GEGL BLDG AUTH LEASE REV 10. - FIDELITY PRIME FUND CAPITAL RES None J PI
w)_ ......................
T T W
lnt./Div. None
Buy 01/21110 L
I I. - AMERICAN CAP WRLD GR & INC 12. 13. 14. 15. 16. 17. - AMERICAN INV CO OF AMER - PALOMAR POMORADO HEALTH - SANTA CLARA VALLEY WATER DIST. - UNIVERSITY OF CAL. REV -LOS ANGELES CAT~iF HBR DEPT REV -VISTA CALIF CTFS PARTN COPS CAP Buy
Buy
01/20/10 K
02/I 1/10 K
L Income Gain Codes: (See Columns Ol and D4) 2, Value Codea (See Columns Cl and D3) 3. Value Method C~des (See Column C2)
F =$50,001 - SI00,0O0 J =2515,000 or less N =$250.001 - $500,000 P3 -~25,000.0~ I * $50.000.000 Q -Appraisa! U ~Book Value
G =$100.001 - SI.000.OO0 K =$15,001 -$50.000 O =$SIXL001 - $1.0OO.0OO R =Cost" (Rea! E, aate amy) V =431het"
HI --$1.0~0,001 - SS,0O0,000 L -$50.00!. $100,000 PI =$I.000.001 P4 -More than SSO,fl00.000 S =Assessment W =Er, timated
Vl I. IN VESTMENTS and TRU STS - i,.~,,.,.o..~,~.. ~.o..,o~a~ a,,a.~ ~h~. otspo,~,~ ~,~,~.~e,~ ~U,..~ ~,~ p~ 3.~o omi.g ~t,-~.~o,~)
-"] NONE (No reportable income, assets, or transactions.)
: ............................................................
Transactions during reporting period
(including tarsi as,~s) Place (X)" after each asset exempt from prior di~losta~
~-("-)-! !.......~~) ......... (~ ...... l ....~i .......~ii ..... .... i~-T--l-O-~-~--(,-~- .............. Amount Type (c.g.,
Code 2 ! Code I div., rent, { (J.p) t (A-H) [ or int.) [ Code 3 redemption)
18,
Buy
12/21/10! J
19. IRA# I 20. - OPPENHEIMER GLOBAL FD CL B - DAVIS NEW YORK VENTURE - SPECTRUM ASSET MGMT MORGAN STANLEY
21. 22,
Sold
12/21/10
23. IRA ~-2 24. 25. 26. - MS LIQUID ASSET FUND - AMERICAN INV CO OF AMER - AMERICA CAP WRLD GR &INC C
Int./Div.
I. Income Gain Codes: (See Columns B I and D4) 2. Value Cod~ (See Columns CI and DY} 3. Value Method Codes (See Column C2)
A =$1.000 m" ~ F =$50.001 - $ | 00.000 I -$ I .~.000 et ~ N .~30.flO I - $500.000 P3 ~;25.000.001 - 5,50.000.000 Q =~1 U =Book Value
B ---$ 1,001 - ~2.500 G =$100,001 - SI.000,000 K =$ I 5.001 - $50.000 O ----$500.001 - t 1.000.O00 R --Cost (Real E~tate Only) V =Other
P2 ,~5.000.001 - $25.000.000
! certify that all information given above (including Information pertaining to my spouse and minor or dependemt chiklren, if any) is accurate, true, and complete to tie b~t of my knowledge and belief, aud that any information not reported was withheld because it met applicable statutory provisions permitting non-disctmare. ! further certify that earned [act,me from outside employment and honoraria and the acceptance of glfts which have been reported are in compliance with the provisions ~S U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FiLE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (S U.S.C. app. 104)
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544