matthew f kennelly financial disclosure report for 2009

8/3/2019 Matthew F Kennelly Financial Disclosure Report for 2009

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A o ~ o : [ FINANCIAL DISCLOSURE REPORT R e p o r t R e q ~ i r e a b y t h e E : / . c s" in Government Act of 1978R~. t /2010 [ FOR CALENDAR YEAR 2009 ( 5 u . s ,c ~ p p . ~ ~ ~ d ~ - H O1. Person Reporting (last name. first, middle initial) 2. Court or Organization 3. Date o f R eportKennelly, Matthew F. Norlhem District of Illinois 05/06/2010

4. Title (Article I]] jndges indicate active or senior status; 5a. Report Type (check appropriate type) 6. R eporting Periodmagistrate judges indicate full- or part-time)[] Nomination, Date 01/01/2009

United StatesDistrictJudge [] initial [] Annual [] Final to12/31!20095b. [] Amended Report

] 7. Chambers or Office Address 8, On the b asis of the informat ion contained in thi~ Rept~rt and anymodifications pertaining thereto, it is, in my opinion, in complianceUnited States District Coull with applicable laws and regulations.219 South Dearborn StreetChicago, I l l inois 60604 Reviewing Officer Dale

L ~ I P O R T A N T N O T E S : The instructions" accompanying this form must be followecL Complete ull parts,ehecking the NONE box for each part where you have tto reportable informatior~ Sign on last page.

~ N O N E (No reportabtepos#ions.)POSITION NAME OF ORGANIZATION/ENTI~"

I. Director La~ers Club of Chicago (bar organization)2. Director Richard Linn American Inn of Court (bar organization)

3. Director Federal Bar A ssocation, Chicago Chapter (bar organization)

~ NO~ (No reportable agreements.)

~ PARTIES AND TE~SI.


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FINANCIAL DISCLOSURE REPOR T .... IP ..... R e p o r t i n g]

D a t e o f R e p o r tPage 2 of 7 K e n n e ll y , M a tt h e w F . 0 5 / 0 6 / 2 0 1 0

IIl. NON-INVE S T M E N T I N C O M E . (Reporting individual and sp ...... ; .see pp. ! 7-24 of)fillng i ..... .. tion,.)A. Filers Non-Investment Income

NONE (No reportable non-investment income.)

D A T ~ SO~CE A~ TYPE ~OME(yours, nol spouses)I.2.3.4 .

B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - i f you were married dt~r lng any po r tion of the reporting yur , ~:omplete this section.(Dollar omot, nt not required ea-cept for honortzrio.)

~ NONE (No reportable non-investment income.)DATE SOl IRCE AND TYPE

1 . 2 0 0 9 City of.Evanston, Illinois2.3.4 .

(includea those to spouse and dependent children; see pp. 25-27 oJf!ling instructions)

~ N O N E ( No r e p o r t a b l e r e i m bu r s e m e n t s .)~ DAT~ L O C A T I O N PU~OSE I T E M 8 P A I D O R P R O V I D E D

I. Practicing Law Institute 3/1/2009 - 3/3 /2009 New York City, NY speaker a~ seminar trans~nation, food & lodging2.3.

5


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N a m e o f P e r s o n R e p o r t in g D a t e o f R e p o r tP a g e F I N A N C I A L 3 o f 7 D I S C L O S U R E R E P O R T [ Kenne ly , M a tt h e w F I 0 5 ! 0 6 / 2 0 1 0

V . G I F T S . (~.c t .a~s those to spo use an d d~re .d. . t chi td.e . ; ~ pp. ~S-31 of f i l ing i t t str, ,c t ions. )~ N O N E ( N o r e p o r t a b l e g i f t s .)

~ DESCRIPTION VALUE1. Union League Club of Chicago Privilege holder (< dues than member: privilege of using facilities @ $1,800standard fees)2.3.4.5.

V I . L I A B I L I T I E S . (Includes those f z;p . . . . . . . d depend .... hit t i te , ,; see pp. 32 -33 ~f [71ing instructions.)N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION VALUE CODE1.2.3.4.5.


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FINANCIAL DISCLOSURE REPOR T ~ .... r P . . . .. ~por~lng r ~ a , e o f R e p o r tPage 4 of 7 K e . .e , r , r ~ - l a t~ h e w ~ .

V I I . I ~ E S T M E N T S a n d T R U S T S - - i . . . . . , ~ . ~ , , . , ~ . . . . . . . . . . ~ , . . , a . ~ . ~ . , , ~ o . , ~ , ~ : . , p . . . . . . . . . ~ d . p . . ~ . . t ~ / , U d , . . ; , ~ . ~ . ~ 4 - ~ 0 o : : ~ i , , ~NONE (No reportable income, assets, or transactions.)

A . B. C. D.D e s c r i p f io o ~ 1 A s s e t s l n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e l x ~ r f i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) reposing period o f r e p o s i n g p e r i o dP l a c e " ( X ) " a f t ~ e a c h a s s e t A m o u m ~ T y p e ( e . g ., Value Value T y p e ( e . g ., [ Date V a l u e G a i n I d e n t i b , o fe x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d i v . , r e n t , C o d e 2 M e t h o d buy, sell ~ m ~ d d i ~ C o d e 2 C o d e 1 b u y e r / s e l l e r(A-H) : O~ inl.) {J-P) Code3 r e d e m p l i o n ) ~ ~ (J-P) (A -H) (ifprivat~(Q-W) ~ransaction)

I. Ame~. Funds G rowth Fund of America rout. B Dividend M F B uy I 1 / 1 6 t 0 9 Kfund (addI)2. Amer. F unds Fun~mental Investors rout. B Dividend M " Ifund3. Amer. Funds Investmenl Co. of America C Dividend M T

mul. fired4. Amer, F unds W~shington Mural Investors A Dividend Sold 1 ~ / 1 6 / 0 9 K Arout. fund5. Amer. Funds Europacific Growth Fund mot. C Dividend M Tfund6. Amer. Funds New Perspective rout. fund B Dividend M T7. Amer. Funds Smallcap W orld Fund rout. A Dividend L Tfund8. MFS Municipal Bond F und rout. fund C Dividend L T9. Amer. Funds Tax Exemp| Bond Fund of C Dividend L TAmer. rout. fundi0. Baird lnsured Deposit - money mkt. fund A Dividend J TI I, FideliU Cash Reserves - money mkt. fund A Dividend N T1 2. Fidelity Growth & tucome rout. fund A Dividend J T1 3 . JP Morgan Chase bank accounts A Interest J Ti4 . JP Morgan Chase checking account None J T

! ! 5 . U.S. Savings Bonds None J 7 "16 . Amer. Fnnds AMCAP F und mut. fund A Dividend K T17 . Amer. Funds G rowth Fund of Amer. rout. A Dividend K Tfund ( I f ( A )


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N a m e o f P e r s o u R e p o r t i n g D a t e o f R e p o r tPageFINANCIAL5 of 7 DISCLOSURE REPORT K e n n e l ly , M a t th e w F . 0 5 / 0 6 / 2 0 1 0VII . INVESTMENTS and TRU STS - i .... , , ~alt, e, , ...... ,ions (Inch,des those of sp .. . . . . . . d d e p e n d e n t c h i l d r e n ; s e e p p . 3 4 - 6 0 o f J T l i n g[7~ NONE (No reportable income, assets, or transactions.)

A . B . " ....... c.D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i o c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d 1 o f r e p o r t i n g p e r i o d! (1) i (2) (~ (2) (3)P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u m T y p e ( e . g . , i Value V a ! u e T y p e ( e . g .. : Date V alue G ain ! I C t e n t i ~ , o fe x e m p t f r o m p r i o r d i s c lo s u r e C o d e 1 d i v . , L e n t , C o d e 2 M e t h o d b u y , s e l l , |mm/dd/yy Code 2 ~ Code I : buyerisdler(A-tl) i o r in t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) | ( J - P ) i A-H) ! ( i f p r i v a l c: ]_ . . . . . ( Q - W ) j .......... j t r a n s a c l i o n )

18 . Amer. Funds lnveslment Co. of A mer. rout. A Dividend K Tfund (IRA)19 . Amer. Funds W ash. Mut. Investors rout. B Dividend K Tfund {IRA)

2 0 . Amer. F unds Europacific Orowlh Fund mut. B Dividend M T B uy 01/08/09 Kfund (IRA) (addq)

2 1 . Amerl Funds Smallcap W orld Fund rout. B Dividend M Tfund (IRA) - 2 2 . Amer. Funds Bond F und of America rout. D Dividend N T Sold 0 1 / 0 8 1 0 9 K Afund (IRA) (part)2 3 . Amer. Centry Heritage Fund rout. fund None L T(IRA)24 Frank Russell Real Estate Sees Fund rout C Dividend L Tl ~ .m d ( I R A )2 5 . Amer. Century Small Cap G rth rout. fund None K T(IRA) (name change)2 6 . Amer, Funds High Income Trust rout. fund C Dividend K T2 7 . Amer. Funds Capilal World Fund bond fund C Dividend M T~ma)2 8 . Baird Insured Deposit money mkt ,;and A Dividend J T(IRA)2 9 . Northwestern Mutual Extra Ordinary Life C Dividend M Tins. policy3 0 .

3 2 .

3 3 ,

2. Value C~es J =$15.000 or less K =$ 15.001 - $ 50,~0 L =$50.001 - $ I ~.000 M =$ 100.001 - $250,000

(Se= Column C2) U =B ~R Va lue V =Other W =Estimated


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FINANCIAL DISCLOSURE REPOR T N ~ , . e o f P e r s o n : R e p o r t i n g I [ ) a le o f R e p o r tPage 6 of 7 Kennelly, Matthew F.]

05/06/20t0

VIII. ADDITIONAL INFORM ATION OR EXPLANATIONS. ~1.U~c~,ev.~r,R,Vor,)

Gifls: Following my appointment in 1999, I was accorded "privilege holder" slams at the Union League Club of Chicago. This is non-membership stalus thatchillies the privilege holder to use club facilities at the standard rates for club members. The reported value consists of the approximate difference between mymonthly dues and those charged to menlbers.


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FINANCIAL DISCLOSURE R EPORT Iage 7 of 7 K ~ , ,, ,e n y , M a t lh e , ., V . 0510612010IX. CERTIFICATION.

I certify that all information given above (including inform aiion pertailiiug to my sp ouse and minor o r dependeni children, if lilly) iSaccurate, true, and complete to the best of my kno wledge and belief, and that any information no t reported was withheld because il met applicabJe statuloryprovisions permitting non-disclosure.I further certify that earned income from outside employ ment and honoraria and the acceptance of gifts which have been repo rted are incompliance with the provisions of 5 U.S.C. app. 501 et. seq., S [LS.C. 7353, and Jndicial Conference regulations.

Signatt

NOTE: ANY INDIVIDUAL ~.VttO KNOkVINGLY AND WILFULL FALSII SUBJECT TO ClVl I..AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

FILING INSTRUCTIONSMail signed original and 3 additional copies to:

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.Washington, D.C. 20544

matthew f kennelly financial disclosure report for 2009

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