Kennelly_Matthew_F
Page 2of9 Kennelly, Matthew F. 05/04/2009 Ill NON-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp. 17-14 of filing instructions.) A. Filer's Non-Investment Income [Z NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) I. 2. 3. 4. B. Spouse' S Non-Investment Income - I/you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE 1. 2008 City of Evanston, Illinois 2. 3. 4. IV. REIMBURSEMENTS -transportation, /odging,food, en/ertainmenl (includes those to spouse and dependent children; see pp. 25-27 of filing instructions.) D NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED I. American Board of Criminal Lawyers 211412008-2/1712008 Naples, FL speaker at seminar transportation, food & lodging 2. Federal Circuit Bar Associatio n 6/25/2008-6/28/2008 Monterey, CA speaker at seminar transportation, food & lodging 3. Assoc. oftrial Lawyers of All egheny County 9/30/2008-10/212008 Nemacolin, PA speaker at seminar transportation, food & lodging
Page 3of9 Kennelly, Matthew F. 05/04/2009 7.
Page 4of9 Kennelly, Matthew F. 0510412009 V GIFTS. (lnc/11des those to spouse and dependent children; see pp. 28-31 of filing instructions.) D NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE I. Union League Club of Chicago Privilege holder(< dues than member; privilege of using facilities @st $1,800 andard fees) 2. 3. 4. 5. VI. LIABILITIES. (Includes those of spouse and dependent children; see pp. 32-33 of filing instructions.) [{ NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE I. 2. 3. 4. 5.
Page 5of9 Kennelly, Matthew F. 05/04/2009 VII. INVESTMENTS and TRUSTS - income, l'q/ue, transactions r1nc1udes those of spouse and dependent children: see pp. 34-60 of fl/inc instructions.j D NONE (No reportable income, assets, or transactions.) A. B. c. Description of Assets Income during Gross value at end of (including trust assets) reporting period reporting period (I} (2) (I} (2) Place "QC)" after each asset Amount Type (e.g., Value Value Type (e.g., exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, (A-H) (I) or int.) (J-P) Code 3 redemption) - (Q-W) D. Transactions during reporting period (2) (3) (4) (5) Date Value Gain Identity of Month- Code 2 Code I buyer/seller Day (J-P) (A-H) (if private transaction) I. Amer. Funds Growth Fund of America mut. B Dividend L T fund 2. Amer. Funds Fundamental Investors mut. c Dividend M T fund 3. Amer. Funds Investment Co. of America m c Dividend M T Buy ut. fund (add'!) I2/5 K 4. Amer. Funds Washington Mutual Investors B Dividend K T Sold mut. fund (part) 12/5 K A 5. Amer. Funds Europacific Growth Fund mut. c Dividend M T fund 6. Amer. Funds New Perspective mut. fund c Dividend L T 7. Amer. Funds Smallcap World Fund mut. fu B Dividend L T nd 8. MFS Municipal Bond Fund mut. fund c Dividend L T 9. Amer. Funds Tax Exempt Bond Fund of c Dividend L T Buy Amer. rout. fund (add'!) 7/11 K JO. Van Kampen Insured Tax Free Income Fund A Dividend Sold mut. fund 7/11 K A 11. Baird Insured Deposit - money mkt. fund A Dividend J T 12. Fidelity Cash Reserves - money mkt. fund D Dividend L T Redeemed (part) 9119 M 13. Fidelity Growth & Inc ome mut. fund A Dividend J T 14. JP Morgan Chase bank accounts A Interest J T 15. JP Morgan Chase checking account None M T 16. U.S. Savings Bonds None J T 17. Amer. Funds AMCAP Fund mut. fund (IR A Dividend K T A) I. Income Gain Codes: A =Sl,000 or less B =SI.DOI -$2,SDO C =S2.SO I - SS.ODO D =SS.DOI SIS,000 E =S 1 S,00 I SS0,000 (Sec Columns Bl and 04) F =SS0.001 -SI00,000 G =SIOO,DOJ -SJ,OD0,000 HI =Sl,OD0,001 -SS,000.000 1U =More than SS.000,000 2. Value Codes l =SJ S.ODO or Jess K =SIS,001 -SSO,ODO L =SS0,001 -SI00,000 M =SI00,001 -S2S0,000 (Sec Columns Cl and 03) N =$250,001 -SS00,000 0 =SSD00DOI -Sl,OD0,000 Pl =Sl,000,001 - SS,000,000 P2 =SS,000,001 -S25,000,000 P3 =S2S,OOO,OOI -SS0,000,000 P4 =More than SS0.000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T :ccash Market (See Column C2) U =Book Value V =Other W ==Estimated
- FINANCIAL DISCLOSURE REPORT Page 6of9 Kennelly, Matthew F. 05/0412009 VII. INVESTMENT s and TR us Ts - D NONE (No reportable income, assets, or transactions.) income, value, transactions (Includes those of spouse and dependent children; see PP 34-60 of filing instructions.) A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period (I) (2) (I) (2) (I) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt from prior disclosure Code I div., rent. Code2 Method buy, sell, Month - Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private (Q-W) transaction) 18. Amer. Funds Growth Fund of Amer. mut. f A Dividend K T und (IRA) 19. Amer. Funds Investment Co. of Amer. mut. A Dividend K T Sold 6/20 M fund (IRA) (part) 20. Amer. Funds Wash. Mut. Investors mut. f B Dividend K T und {IRA) 21. Amer. Funds Europacific Growth Fund mut. B Dividend L T fund (IRA) 22. Amer. Funds Smallcap World Fund mut. fu B Dividend L T nd (IRA) 23. Amer. Funds Bond Fund of America mut. f E Dividend N T Buy 6/20 L und (IRA) (add'!) 24. Amer. Century Mason St. mut. fund {IRA) None Sold 6120 M A 25. Amer. Centry Heritage Fund mut. fund (I A Dividend L T Buy 6/20 M RA) 26. Frank Russell Real Estate Secs. Fund mut. None Sold 1/24 M fund (IRA) 27. Frank Russell Real Estate Equity Fund mut B Dividend L T Buy 1/25 M fund (IRA) 28. Amer. Century New Opps. II mut. fund (I None L T RA) 29. Amer. Funds High Income Trust mut. fund c Dividend K T (IR) 30. Amer. Funds Capital World Fund bond fund c Dividend M T {IRA) 31. Baird Insured Deposit money mkt fund (I A Dividend ] T RA) 32. Northwestern Mutual Extra Ordinary Life in D Dividend M T s. policy 33. 34. I. Income Gain Codes: A =St,000 or less B =St,001 -$2,500 c =$2,501 -$5,000 D =$5,001 -$15,000 E=S15,001 $50,000 (See Columns BI and 04) F =s50.001 -stoo.ooo G =St00,001 -Sl,000,000 HI =S 1,000,00 I - $5,000,000 H2 =More than $5,000.000 2. Value Codes J=S15.000orless K=S15,00l-S50,000 L =$50,00I - SI 00,000 M =SI00,001 -$250,000 (See Columns Cl and DJ) N s250,001 -s5oo.ooo 0 =S500,001 -Sl,000,000 Pl =S!,000,001 -$5,000,000 P2 =S5,000.00I -S25,000,000 PJ =$25,000,001 -$50,000,000 P4 =More than $50,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U =Book Value V =Other W =Estimated
Page 7of9 Kennelly, Matthew F. 05/04/2009 VII. INVESTMENTS and TRUSTS - income, vatue, transactions (Includes those of spouse and dependent children; see pp. 34-60 offuinc instrucrions.j D NONE (No reportable income, assets, or transactions.) A. Description of Assets (including trst assets) Place "(X)" after each asset exempt from prior disclosure B. c. D. Income during Gross value at end of Transactions during reporting period reporting period (2) reporting period (I) (I) (2) (I) (2) (3) (5) Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of Code I div., rent, Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (Q-W) (J-P) (4) (A-H) (if private transaction) I I I I I I I I I I. Inco me Gain Codes: A =S 1,000 or less B =Sl,001 S2,SDO C =S2,SO I - SS.ODO D =SS.DOI -SlS,ODO E=SlS,001-SSO,OOO (Sec Columns BI and 04) F=SS0,001 -$100,000 G $100,001 -Sl,000,000 HI =Sl,000,001 -SS,000,000 H2 =More than SS,000,000 2. Value Codes J =$15,000 or less K=$15,001 -SS0,000 L=SS0,001-$100,000 M =$100,001 -S2S0,000 (See Column s Cl and DJ) N -s2so,001 ssoo.ooo 0 =SS00,001 - $1,000,000 Pl =Sl,OD0,001 -SS,000,000 P2=SS,000,001 -$2S,000,000 PJ =S2S,000,001 - SS0,000,000 P4 =More than SS0,000,000 3. Value Method Codes Q Appraisal R=C-0st (Real Esta te Only) S=Assessment T =Cash Markel (Se e Column C2) U=Book Value V=Other W=Estimated
Page 8 of9 Kennelly, Matthew F. 0510412009 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartofreporl) Gifts: Following my appointment in 1999, I was accorded "privilege holder" status at the Union League Club of Chicago. This is non-membership status that entitles the privilege bolder to use club facilities at the standard rates for club members. The reported value consists of the approximate difference between my monthly dues and those charged to members.
Page 9of9 Kennelly, Matthew F. 0510412009 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. NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALS AND CRIMINAL SANCTIONS (5 U.S.C. app. 104) FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544