J A McNamara Financial Disclosure Report For 2010
J A McNamara Financial Disclosure Report For 2010
J A McNamara Financial Disclosure Report For 2010
1/2011
Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. I01-111)
7. Chambers or Office Address 500 Poydras Street, Room CI07A New Orleans, LA 70130
8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, In compliance with applicable laws and regulations. Reviewing Officer Date
IMPORTANT NOTES: The instructions accompanying this form must be followe~L Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page.
NAME OF ORGANIZATION/ENTITY
Christopher Homes-Low Income Housing for elderly, meetings four times per year--uncompensated
1. Director
3. 4. 5.
McNamara, A. J.
III. NON-INVESTMENT INCOME. (RepoSing in~ividual andspouse; see pp. t7-24 of ~iing instructions.)
A. Filers Non-lnvestment Income
[~] NONE (No reportable non-investment income.) DATE SOURCE AND TYPE
[o
2. 3. 4.
B. Spouses Non-I nvestment Income - if you were married during anyportion of the reporting year, complete this section.
(Dollar amount not required except for honoraria..)
DATES
LOCATION
PURPOSE
V. GIFTS. and.des those to spo.se Qnd dependent children; see pp. 28-31 of filing instructions.)
NONE (No reportable gifts.) SOURCE
1. 2. 3. 4. 5.
DESCRIPTION
VALUE
VI. LIABILITIES. anctudes those of spouse and dependent children; see pp. 32-33 of filing instructions.)
NONE (No reportable liabilities.) CREDITOR
1. 2. 3. 4. 5.
DESCRIPTION
VALUE CODE
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of fillng instructions)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (1) Amount Code l (2) Type (e.g., div., rent, Gross value at end of reporting period (1) (2) Value Value Code 2 Transactions during reporting period
(A-H)
or int.)
(J-P)
Method Code 3
(5)
Identity of buyer/seller (if private transaction)
(Q-W)
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. PREVIOUSLY DELETED PRVIOUSLY DELETED .005 Int. Woodstock Plantation, Baton Rouge, LA PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED A Dividend K
W
I. Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 orless F =$50,001- $100,000 J =$15,000 orless N=$250,001 -$500,000 P3 =$25,000,001 -$50.000,000 Q =Appraisal U =Book Value
B =$1,001- $2,500 G =$100,001 - $1,000,000 K =$15.001- $50,000 O=$500,001 - $1,000,000 R =Cost(Real E~ate Only) V =Other
C =$2,501- $5,000 HI =$1,000,001- $5,000.000 L =$50,001- $100.000 PI =$1,000,001 -$5,000,000 P4 ~Morethan $50,000.000 S =Assessment W=Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
VII. INVESTMENTS and TRUSTS - i.rome, ,,alue, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) Amount Code l (A-H) (2) Type (e.g., div., rent, or int.) C. Gross value at end of reporting period (1) (2) Value Value Code 2 (J-P) Method Code 3 Transactions during reporting period
(2) (3) (4) Date Value Gain mm/dd/yy Code 2 Code 1 (J-P) (A-H)
(Q-W)
18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. PREVIOUSLY DELETED 1/8 Int. in house & adjoining Lots, Mandeville, LA (X) Shares of Lord Abbett Affiliate Fund A (X) Shares of Fidelity Puritan Mutual Fund (X) Cleco Common Stock (X) Common StockAT&T(X) Common Stock Lucent Technologies, Inc. None None None None None None None None None None None None None None None None K J K K J J J J J J J J J J J J W T T T T T T T T T T T T T T T
(x)
Common StockNCR (X) SharesNeubergerBerman Guardian Mtl Fund (X) Shares Oppenheimer Municipal Bond Fund
(x)
Common Stock AIG Insurance Co (X) Common Stock American Realty Trust Co
(x)
(x)
Shares of Fidelity Equity Income Fund (X) Shares of Fidelity OTC (X) Common Stock Ford Motor Company (X)
1. Income Gain Codes: (See Columns B I and D4 ) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F = $ 50,001 - $ 100,000 J =$15,000 or less N =$250,001 - $500,000 P3 -$25,000,001 - $50,000,000 Q ~Appraisal U =Book Value
B =$1,001 - $2,500 G =$ 100,001 - $ 1,000,000 K = $15,001 - $ 50,000 O =$500,001 - $1,000,000 R =Cosl (Real Estale Only) V =Other
C =$2,501 - $5,000 H 1 =$ 1,000,001 - $ 5,000,000 L =$50,001 o $100,000 PI =$1,000,001 - $5,000,000 P4 -More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
VII. INVE STMENTS and TRUSTS -income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A~ Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Bo Income during reporting period (l) Amount Code I (A-H) (2) Type (e.g., div., rent, or int.) C. Gross value at end of reporting period (1) (2) Value Value Code 2 (J-P) Method Code 3 (Q-W) (I) Type (e.g., buy, sell, redemption) (2) (3) (4) Date Value mm/dd/yy Gain (5) Identity of buyer/seller (if private transaction) D. Transactions during reporting period
35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51.
Common Stock ITT Industries, Inc. (X) Shares0flvy Growth Fund (X) Common Stock Kaufman & Broad Home
None None None None None None None None None None None None None None None None None
J J J J J J J J J J J J J J J J J
T T T T T T T T T T T T T T T T T
Corp. ()
Common Stock Lance, Inc. (X) Common Stock Metromedia International Group (X) Shares Monetta Fund (X) Common StockNabor Industries, Inc. (X) Common StockNCR (X) SharesofNeuberger Berman Manhattan Fund (X) SharesofNicholas Fund, Inc. (X) Common Stock of Occidental Petroleum, Inc. (X) Common Stock Phillip Morris, Inc. (X) Common Stock Citi Group, Inc. (X) Shares0fHartford Financial Services Group
(x)
Common Stock The Timeken Co. (X) Common Stock Triton Group, Ltd. (X) SharesofVanguard Federal Money Market Fund (X)
I. Income G ai n Codes: (See Columns B I and I)4 ) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes ISce Column C2)
A =$ 1,000 or less F = $50,001 - $100,000 J = $15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100.001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $ 5.000 H 1 =$1,000.001 - $5.000,000 L =$ 50,001 - $ 100,000 PI =$1,000,00I - $5.000,000 P4 =More than $50,000.000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $ 5.000.000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
VII. INVESTMENTS and TRU STS - income, valae, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (l) (2) Amount Type (e.g., Code I div., rent, (A-H) or int.) C. Gross value at end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) (1) Type (e.g., buy, sell, redemption) D. Transactions during reporting period (2) Date mm/dd/yy (3) [ (4) Value Gain Code 2 Code 1 (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68.
Shares of Vanguard Wellesley Fund (X) Shares of Vanguard Windsor Fund (X) Common StockofStarwood Hotels (X) Common StockofVisteon Corp. (X) PREVIOUSLY DELETED PREVIOUSL DELETED Vanguard Wellington Fund Vanguard Wellesley Fund PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED PREVIOUSLY DELETED Calvertlnco (CFICX) Croft Leomin (CLVFX) Hartford SMA (IHSAX) A A A C C
J J J J
T T T T
Dividend Dividend
K K
T T
J J J
T T T
1. Income Gain Codes: (See Columns BI and 134) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 -$25,000.001 - $50.000,000 Q =Appraisal U =Book Value
B =$1,001 - $2.500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H1 =$1,000.001 - $5,000,000 L =$50,001 - $100,000 PI =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =~ 100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50.000
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NOI4E (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reposing period O) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.) C. Gross value at end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 Transactions during reporting period
(Q-W)
69.
70.
Oppenheimer (OPSIX)
PREVIOUSLY DELETED
Dividend
71. 72. 73. 74. 75. 76. 77. 78. 79. 80. 81. 82. 83. 84.
Hartford Cap (ITHAX) Henderson IN (HFOAX) LoomisSayle (LSBRX) Oppenheimer (OIBAX) Royce Low PR (RYLPX) Whitney National Bank-Now Checking Account (Y) Permanent PO (PRPFX) Manning & Napier Equity Series (EYEYX) Henderson lntl Oppty Fd (HFCAX) Ist AM Real Estate Sec FD Class (FREAX) Croft Leominster Value (CLVFX) AllyBank-(CDs) (Y), See VIII Vanguard LongTerm Bond Index Fund (VBLTX) Vanguard Index Fund Admiralty (VFIAX)
A A B B A A A A A A A D A A
Dividend Dividend None None Dividend Dividend Dividend Dividend Dividend Dividend Dividend Interest Dividend Dividend
J J
J L J J J J J N L L
T T T T T T T T T T Buy Buy Buy Buy Buy Buy Buy Buy 07/21/10 07/21/10 07/21/10 07/21/10 07/21/10 01/10/09 11/15/10 11/15/10 J J J J J N L L Public Purchase Public Purchase Public Purchase Public Purchase Public Purchase See Part VIII Public Purchase Public Purchase
I. Income Gain Codes: (See Columns B I and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or Icss N =$250,001 - $500,000 P3 =$25.000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $ 1.000,000 K =$15,001 - $50,000 O =$500,001 - $ 1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$1,000,001 - $5,000,000 L =$50,001 - $100,000 P 1 =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
Signature: S/A.
J. McNamara
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 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