julianna m childs financial disclosure report for childs, julianna m
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8/3/2019 Julianna M Childs Financial Disclosure Report for Childs, Julianna M
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FINANCIAL DISCLOSURE REPORTINITIAL FILINGReport Required by the Ethicsin Government Act of 1978(5 U.S.C. app. 101-111)
I. P e r so n Re p o r t in g ( l a s t n a me , f irst , middle ini t ia l )C h i ld s , J ul i a n n a M .
4. Ti t l e (Ar t i c l e 111 j u d g e s i n d i c a t e active or senior s tatus;magistrate judges indicate full- or part-t ime)U .S. D is t r ic t Judge - A c t ive
7 . C ha m b e r s o r O f f i c e A d d r e s sClem ent F. Hay nswor th Feder a l Bui ld ing3 0 0 E . W a s h i n g t o n S t r e e t , S u it e 1 1 6G r eenv i l l e , SC 2 9 601
2 . C o ur t o r O r g a n i z a t i o nU . S. D i s t r i c t C o ur t , SC
5a. Report Type (check appropriate type)] No min a t io n , D a t e[] Initial [] Annual [] Final5b. [] Amended Report8. O n t h e b a s i s o f t h e i n f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t a n d a n ymodif ica t ions pe r ta in ing there to , i t i s , in my op in ion , in compl iancew i t h a p p l i c a b l e l a w s a n d r e g u l a t i o n s .
R e v i e w i n g O f f i c e r Da te
3. Date of R e p o r t05/11/2011
6 . R e p o r t i n g P e r i o d01/01/2010
to12/31/2010
I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the NONE box for each part where you have no reportable information. Sign on last page.
I . P O S I T I O N S . (Reporting individual only; seepp. 9-13 of f il ing instructions.)D NONE(No reportable posit ions.)I. Pre s id e n t2.
3.
4.
5.
P O S I T I O N N A M E O F O R G A N I ZA T I O N / EN T I T Y
I I . A G R E E M E N T S . (Reporting individual only; seepp. 14-16 of filing instructions.)~] N O N E (No reportable agreemen ts.)
DAT~ PARTIES AND TERMS
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FINANCIAL DISCLOSURE REPO RTPage 2 of 8
Name of Person ReportingChilds, Julianna M.
Date of Report05/I 1 /2011
I II . N O N - IN V E S T M E N T I N C O M E . (Reporting individual and spouse; seepp: 17-24 of filing instructions.)A. Fi ler s Non- lnves tm ent Incom e[ ~ ] N O N E (No reportable non-investment income.)
DATE SOURCE AND TYPE
1. 2010 S ou t h C aro l i na Ju d i c i a l Depar t men t - S al ary2. 2009 S ou t h C aro l i na Ju d i c i a l Depar t men t - S al ary3.2008 S ou t h C aro l i na Ju d i c i a l Depar t men t - S al ary4. 2007 S o uth C a ro l in a Judic ia l D e p a rtm e n t - S a la ry
I N C O M E(you r s , no t spou se s )$83,614.13
$130,312.00$129 ,022.00$125 ,265.00
B . S p o u s e s N o n - l n v e s tm e n t I n c o m e - i f you were married during any portion of the reportingyear, complete this section.(Dollar amount not required except for honoraria.)
~ (No reportable non-investment income.)ONEDATE SOURCE AND TYPE
1. 2010 ~:~*~ ..... "~" "~7"~. Salary; M e d i c a l C o n s u l t a n t s - S a l a r y2. 2009 ~ L o ~.~ , : ~ : , , ~ : ~ : ~ ~ , ~ ,~ ,~ , . .~ ,~ ; i~ " Sa la r y ; ~ "~ .~ . : : - M ed i cal C onsu l t an t s - S al ary3.2008 - S al ary M e d i c a l C o n s u l t a n t s - S a l a r y
~ . . . . . . . . . ~"~~7 . . . . . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . . . . ..~ Salaryf~ M e d i c a l C o n s u l t a n t s - S a l a r y. 2007 - ~_.~,.~.~ . . . . . .
I V . R E I M B U R S E M E N T S - transportation, Iodglng, food, entertainment.(Includes those to spouse a nd dcpendent children; see pp. 25-27 of filing instructions.)
D (No reportable reimbursements.)O N ES O U R C E D A T E S L O C A T I O N
S ou t h C aro l i na Bar 0 1 / 2 0 / 2 0 1 1 - 0 1 / 2 3 / I I H i l to n H e a d I s l a n d , S C
2. S o u t h C a r o l i n a D e f e n s e T r i a l I I / I I / 2 0 1 1 - P i n e h u rs t R e s o r t & S p a ,At tor ney s Assoc ia t ion I 1/I 4/2011 P inehur s t , NC3.4.5.
PURPOSES o u t h C a r o l in a B a rC o n v e n t i o nS C D T A A A n n u a l M e e t i n g
ITEMS PAID OR PROVIDEDL o d g i n g , C o n f e r e n c e R e g i s t r a t i o n a n dMe a lsL o d g i n g , C o n f e r e n c e R e g i s t r a t i o n a n dMe a ls
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8/3/2019 Julianna M Childs Financial Disclosure Report for Childs, Julianna M
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N a m e o f P e rs o n R e p o r t i n gP a g e F I N A N C I A L 3 o f 8 D I S C L O S U R E REPORT I Chi lds , Jul i anna M.
V . G I F T S . a n e l u d e s t h o s e , o s p o u s e o n d dependent children; see p p . 2 8 - 3 1 of filing instructions.)N O N E (No repo rtable gifts.)
SOURCE DESCRIPTIONI.2.3.4.5.
VALUE
Date of Report05/11/2011
V I . L I A B I L I T I E S . (Includes those of spouse and dependent children; seepp. 32-33 of filing instructlon~)D NONE(No reportable liabilities.)
CREDITOR DESCRIPTIONI. F ir s t P a lm etto Sa v in g s B a n k Mo rtg a g e o n R e n ta l P ro p e rty # 12. W a c h o v i a B a n k M o r t g a g e o n R e n t a l P r o p e r t y # 23. B a n k o f A m e r ic a C red i t C ard4. Chase Visa C red i t C ard5. Chase Rewar ds C red i t C ard
VALUE CODEJ
MJKJ
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FINANCIAL DISCLOSURE REPORTP a g e 4 o f 8
Name of Person ReportingChi ld s , Ju l i a nna M .
Date of Report05/! 1 /2011
V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)D NONE(No repor tab le incom e , as se ts , or transac t ions . )A. B. C.
D e s c r ip t io n o f A s s e ts In c o m e d u r in g G r o s s v a l u e a t e n d( in c ludin g t rus t a s s e t s ) r e p o r t in g pe r io d o f r e p o r t i n g p e r i o d(1) (2) (t) (2 )
Place "(X)" after each a sse t A m o u n t Type (e.g., Value V a l u ee x e m p t from prior disclosure Code l d i v ., r e n t , C o d e 2 M e & o d( A - H ) o r in t . ) (J-P) C o d e 3
( Q - W )
(l)Type (e.g.,b u y , se l l ,
r e d e m p t i o n )
Transac t ion s d u r in g r e p o r t i n g p e r i o d
(2) (3) (4)Da te Va lue Gain
mm/dd/yy C o d e 2 C o d e 1( J - P ) ( A - H )
( 5 )Identity of
b u y e r / s e l l e r(if private
t r a n s a c t i o n )
Rental Property #1 , (1993, D Rent M W$ 5 8 , 5 0 0 )Rental Property #2 E Rent M W- (2006 , $ 1 80 , 000)
4. Mass Mutual - W hole Life A Interest J T5. - ( R i s k - b a s e d , N o C o n t r o l )
6. Raintree Vacat ions Time Share (1995, None J R$9 ,000)7. W achovia Bank Account s A I n t e r e s t J T8. Palmetto Hea lth Alliance 401 k (Risk-based, A Dividend J TNo Control)9. Fidelity A Dividend J T
10. Palmetoo H eal th Al li ance - Y A Dividend J T
S o l dBu y
09/30/10 J10/01/10 J
I1 . -Val ic Fixed Fund1 2 . -American Funds Grea t Fund1 3 .
1 4 .1 5 .
1 6 .
1 7 .
JPMorgan- Equi ty FundCarolinas Telco Federal Credit Union A I n t e r e s t K TAccountJohn Hancock Ret iremement (Risk-based,No Control)U.S. Savings Bon ds
E Int./Div. M TA I n t e r e s t J T
Georgia H igher Educat ion Savings Plan A Int./Div. J T
I . In co m e G a i n C o de s : A =$1.000 or less B =$1,001 - $2.500 C = $2,501 - $5 ,000 D :$5 ,001 - $1 5 ,000( S c Col u mns B I and D4) F =$50.001 - $ 100,000 G =$ 1 00 ,0 01 - $ 1, 00 0, 00 0 l -t 1 = $ 1 ,0 00 ,0 01 - $ 5.0 00 ,0 00 H2 =More than $5,000,0002. V a lue Co de s J = $1 5,000 o r le s s K =$15,001 - $50,000 L $50 ,0 0 1 -$1 0 0 ,0 0 0 M -$100,001 - $250,000( Se e Co lun m s C I a n d D 3) N =$250.001 - $500,000 O =$500,001 - $1 ,000,000 P I = $1 ,000,001 - $5,000,000 P2 =$5,000.001 - $25,000,000P 3 =$25.000,001 - $50.000,000 P 4 =Mo re than $50,000,0003. Value Method Codes Q = A ppra i s a l R = C os t (Real Estate O nl y ) S = A s s e s s m e n t T = C a s h M a r k e t( S c Col u mn C2 ) U =Bo o k V a hl c V =Ot he r W = E s 0 m a l c d
E =$15.001 - $50.000
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FINANCIAL DISCLOSURE REPORTP a g e 5 o f 8
Name of Person ReportingChi ld s , Ju l i a nna M .
Date of Report05/I 1/2011
V I I . I N V E S T M E N T S a n d T R U S T S - i .c o m e , v a t .e , , ,a n s a c t l o n s a n c t .d e s t h o s e o S s p o . s e a n d dependent children; s e e p p . 3 4 - 6 0 of f il ing instruct ions.)N O N E (No reportable income, assets, or transactions.)
A. B. C.D e s c r ip t i o n o f A s s e ts In c o m e d u r in g G r o s s v a lu e a t e n d( i n c l ud in g tm s t a s s e t s ) r e p o r tin g p e r io d o f r e p o r t i n g p e r i o d
(I) (2 ) (1) (2) (l) (2) (3)Plac e " (X )" a f t e r e a c h a s s e t A m o u n t Type (e.g., V a l ue V a lu e Type (e.g., D a t e Value
e x e m p t f r om p r i o r d i s c l o s u r e Code I d i v ., r e n t , C o d e 2 M e th o d b uy , s e l l , mm/dd/yy C o d e 2( A - H ) o r in t . ) (J-P) C o d e 3 r e d e m p t i o n ) (J-P)( Q - W )
Transac t ion s d u r i n g r e p o r t i n g p e r i o d
( 4 ) ( 5 )G a i n I d e n t i t y o f
Code 1 buyer/se l ler( A - H ) ( i f p r i v a t e
t r a n s a c t i o n )
1 8 .1 9 .20 .21 .
SC 401 (k) prof it sharing plan (risk-based,No Control) lnt./Div. MSC 457 Deferred Com pen sat ion Plan (Risk- Cbased, No Control) DividendSC Ret iremen t Systems (Risk-based, No D I n t e r e s tControl) MBrokerage Account
2 2. A - 5 29 Col leg e Sa v ing s Pl a n (Ri sk- ba sed , A DividendNo Control)23 . B- IRA B Dividend K24 . - Thomburg Int ValueA25 . - Keely Small Cap Value26 . - G a b e l l E Q A A A
27 . -Pimco Real Return A2 8. - Pi m c o Rea l Re t urn Fund A - Y29 . -Pimco Low Durat ion30 . -ColumbiaMari sco Growth A3 1 . - TC W D iv id e n d F oc us32 . -Virtus Muliti-Sector33 . -RSVa lue A3 4. A m er ic an Eu r op a c if ic G RW F B Dividend K
I . In co me G a i n C o de s : A =$1.000 or less B =$1.001 - $2.51)0 C =$2.501 - $5.000 D =$5,001 o $15.000( S ee Co l u mns B I a n d D 4 ) F = $50.001 - $100.000 G =$1 00,001 . $1 .000.000 H I = $1 ,000,001 - $5 ,000,000 H2 = M o re tha n $5 ,000.000
2. Value Codes J = $15.000 or less K = $15,001 - $50.000 L =$50,001 - $ 1 00.000 M =$ 100,001 * $250,000( S ee Co l u mns CI and D3) N = $250,001 - $500,000 O : $500.001 - $1 ,000,000 P I = $1 ,000,001 - $5,000,000 P2 =$5,000,001 o $25,000,000P 3 = $ 2 5 . O 0 0 . 0 0 1 - $ 5 1 ) . 1 ) 1 ) 1 ) . ( )1 ) 0 P4 =Mo re than $50,000.0003. Value Method Codes Q = A ppra i s a l R - C o s l (R e a l l ~ s l a | c On l y ) S = A s s e s s m e n t T = C a s h Market(See Column C2) U ~ l ] o o k V a hl e V : Ol hcr W =E s t i ma t e d
E = $ 1 5 .001- $ 5 0.000
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FINANCIAL DISCLOSURE REPORTPage 6 o f 8
Name of Person ReportingChilds, Julianna M.
Date of Report05/I 1 /2011
V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)[~ N O N E (No reportable income, assets, or transactions.)
A. B. C.De scr ip t io n o f Asse t s Income dur ing Gross va lue a t end(including trust assets) re p ortin g p e rio d o f re p o rtin g p erio d
(l) (2) (1) (2)Place "(x)" after each asset A m o u n t Type (e.g., V a lue V a lue Type (e.g.,
e xe mp t f ro m p r io r d i sc lo su re C o d e 1 div., rent , Code 2 Method buy, se l l ,(A-H) or in t.) (J-P ) Code 3 re de mp t io n )( Q - W )
K TK TJ TJ TJ T
K TJ T
35 . American GR FD of Ameri caF A Dividend36 . JP Morgan Mid Cap Va lue A A Dividend37 . W ells Fargo SHT TM Muni BD B Dividend38. Delawa re TX - FR USA Interm ed A A Dividend39 . DWS Dreman Sma l l Cap Value A A Dividend40 . Allianz NFJ Dividend Value A A Dividend4 1. R S V a lu e A (R SV AX )- Y4 2. T CW D iv id e n d Fo cu s- Y43 . Virtus Mu lti -Sector- Y
44 . DW S RREEF Real SEC A A Dividend J45. ,~: None PIBuilding4 6. - (2 00 4, $ 3, 01 6, 00 0 )
TW
T r a n s a c t i o n s d u r in g r e p o r u n g p e r i o d
(2) (3) (4)D a t e V a l u e G a i n
m m / d d / y y C o d e 2 C o d e 1(J-P) ( A - H )
Identity ofb u y e r / s e l l e r(if private
W a n s a c t i o n )
I . In co me G a i n C o de s : A =$1.000 or less B = $1 ,001 - $2,500 C = $2,501 - $5 ,000 D = $5,001 - $15,000(Se e C o l umn s B I a n d D 4 I F =$50,001 - $100,000 G = $1 00.001 - $1 ,000,000 HI =$1,000,001 - $5,000,000 H2 =More than $5,000,0002. V a l ue C o de s J - $1 5.000 o r le s s K ~ $1 5,001 - $50,000 L = $50,001 - $ 1 00,000 M = $ 1 00,001 - $250,000i Sc c Co lu m ns C I an d D 31 N -$ 25 0,0 01 - $ 500 .00 0 O ;$500,001 - $1,000,000 P I = $ 1 ,0 00 ,0 01 - $ 5, 00 0, 00 0 P 2 = $ 5, 00 0, 00 1 - $ 25 ,0 00 ,0 00
P 3 ~ $25,000,001 - $50.000.000 P 4 = Mo re tha n $50,000,0003. Value Method (odes Q = A ppra i s a l R ~ Cos! (Real Eslalc Only) S = A s s e s s m e n t T = Cas h M ar k e t( S ee Co l u mn ( 2 ) U - B ook Val u e V : Ot he r W =E s t i ma t e d
E =$15,001 - $50,000
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FINANCIAL DISCLOSURE REPORTPage 7 o f 8N a m e o f P e rs o n R e p o r t i n gChi lds , Jul i anna M .
Date of Report05/i I/:201 I
V I I I . A D D I T I O N A L I N F O R M A T I O N O R E X P L A N A T I O N S . (lndicate part of report.)~ " " ~ " ~ ~ : ~ h a sI I . I n v e s tm e n t s a n d Tru s t s N o . 4 5 a l / 9 i n t e r e s t i n t he b u il d i n g . T h i s i n f o r m a t i o n w a s i n a dv e r t e n t l y o m i t t e d f ro m l a s t y e a r s r e p o r t .
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FINANCIAL DISCLOSURE REPORTPage 8 of 8
N a m e o f P e r s o n R e p o r t in gChilds, Julianna M.
D a t e o f R e p o r t05/I 1/2011
IX. CERTIFICATION .1 c e r t i f y th a t a l l i n f o r m a t i o n g i v e n a b o v e ( i n c l u d in g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l dr e n , i f a n y ) i sa c c u r a t e , tr u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d th a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e ld b e c a u s e i t m e t a p p l i c a b le s t a t u to r y
p r o v i s i o n s p e r m i t t in g n o n - d i s c lo s u r e .1 f u r t he r c e r t i fy t h a t e a r n e d in c o m e f r o m o u t s id e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s w h ic h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h th e p r o v i s i o n s o f 5 U . S .C . a p p . 5 0 1 e t . s e q . , 5 U . S .C . 7 3 5 3 , a n d J u di c i a l C o n f e r e n c e r e g u l a t i o n s .
Signature
N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F IE S O R F A I L S T O F I L E T H I S R E P O R T M A Y B E S U B J E CT T O C IV I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4)
C o m m i t te e o n F i n a n c i a l D i sc l o s u reA d m i n i s t r a t iv e O f f i c e o f t h e U n i t e d S t a t e s C o u r tsSu i t e 2 -301O n e C o l u m b u s C i r c l e , N . E .W a s h i n g t o n , D . C . 2 0 5 44
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FINANCIAL DISCLOSURE REPORTINITIAL FILINGReport Required by the Ethics
in Government Act of 1978(5 U.S.C. app. 101-111)
1 . P e r s o n R e p o r t i n g ( l a s t n a m e , f i r s t , m i d d l e i n i t i a l)Chi lds , Ju l ianna M .
4 . T i t l e ( A r t i c le 1 1 1 j u d g e s i n d i c a t e a c t i v e o r s e n i o r s t a t u s ;magistrate judges indicate full- or part-time)
U.S. Dis t r ic t Judge - Ac t ive
[ 7 . C ham b e r s o r O f f i c e A d d r e s sCleme nt F . Haynswor th Fede ra l Bui ld ing300 E. Washing ton St r e e t , Sui t e 116Greenv i l le , SC 29601
2. Court or OrganizationU.S. Dis t r ic t Cour t , SC
5a. Report Type (check appropriate type)] Nominat ion, D a t e[] Initial [] Annual [] Finalfib. [] Amended Report8 . O n t h e b a s i s o f th e i n f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t a n d a n ym o d i f i c a t i o n s p e r t a i n i n g t h e r e t o , i t i s , i n m y o p i n i o n , in c o m p l i a n c e
w i t h a p p l ic a b l e l a w s a n d r e g u l a t io n s .
3 . D a t e o f R e p o r t05/11/2011
6. Report ing P e r i o d01/01/2010
to12/31/2010
R e v i e w i n g O f f ic e r D a t e
I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the NONE box for each part where you have no reportable information. Sign on last page.
I . P O S I T I O N S . m c v o m n g i . a i v ia u a t o . t y ; s c c v v . 9 - t ~ of filing instructions.)~-~ N O N E (No reportable positions.)
1. Pres iden t2.3.4.5.
POSITION NAME OF ORGANIZATION/ENTITY
I I . A G R E E M E N T S . m ~ v o - ~ n g i , a i v ia u ~ t o n t y ~ ~ , e r V . 1 4 - 1 6 of fi ling instruct ions.)~] N O N E (No reportable agreements.)
DATE PARTIES AND T E R M S
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FINANCIAL DISCLOSURE REPORTPage 2 of 8
N a m e o f P e r s o n R e p o r ti n gChilds , Julianna M .
D ate o f R epo r t05/11/201 l
I I I. N O N - IN V E S T M E N T I N C O M E . C R e p o . i n g individual and spouse; seepp. 17-24 of filing instructions.)A. Filers Non-lnvestment Income
D NO N E (No reportable non-investment income.)DATE SOURCE AND TYPE
I. 2010 S o u th C aro lin a Ju d ic ial D e p a r tm e n t - S ala ry2 . 2009 S o u th C aro lin a Ju d ic ia l D ep a r tm e n t - S ala ry3 . 2 0 0 8 South Caro l ina Judic ia l Depa r tme nt - Sa la ry4 . 2007 S o u th C aro lin a Ju d ic ia l D ep a r tm e n t - S ala ry
I N C O M E(yours , no t spouse s )$83,614.13
$130,312.00$129,022.00$125,265 .00
B . S p o u s e s N o n - I n v e stm e n t I n c o m e - if you were married during any portion of the reporting year, complete this section.(Dollar amount not required except for honoraria.)
D N O N E (No reportable non-investment income.)D A TE SO U R C E A N D TY P E
i . 2010 ~ - S a l a r y ; M e d i c a l Co nsu l t a n t s - S a l a r y- S a l a ry ;~ ~ ~ M ed i ca l C o n s u l t a n t s - S a l a ry. 2009 ...........................
3. 2008 ~"~
4. 2007 ~ ~ : Salary; ~ tMed~cal Consultants - Salary
I V . R E I M B U R S E M E N T S - t r a n s p o r t a t i o . , lodging, food, entertainment.(Includes those to spouse and dependent children; see pp. 25-27 of fil ing instructions.)
D (No reportable reimbursements.)ONE
SOURCE DATES LOCATIONSouth Carolina Bar 01/20/2011 - 01/23/11 Hilton Head Island, SC
2. S o u t h C a ro l i n a D e fen s e T r i a l I 1 /1 1 / 2 0 1 1 - Pinehurs t Resor t & Spa ,Attorneys Association I 1 / 1 4 / 2 0 1 1 Pinehur s t , NC3.4.5.
PURPOSESou th Carol ina BarConvent ionSCDTAA Annua l Mee t ing
ITEMS PAID OR PROVIDEDL o d g i n g , C o n f e r e n c e R e g i s tr a t io n a n dMealsL o d g i n g , C o n f e r e n c e R e g i s tr a t io n a n dMeals
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Name of Person ReportingChilds, Jul ianna M .
Date of Report05/11/2011
V . G I F T S . a . a u d e s t h o s e 1 o s p o u s e a . d d e p c .d e . t children; see p p . 2 8 - 3 1 of filing instructions.)N O N E (No reportable gifts.)
SOURCE DESCRIPTION1 .2.3.4.
5.
VALUE
V I . L I A B I L I T I ES . a n c t ~ d e s t h o s e o / s p o u s e und dependent children; see pp. 32-33 of filing instructions.)[~ N O N E (No reportable liabilities.)
CPO~DITOR DESCRIPTION1 . Fir s t Pa lme t t o Sav ings Bank Mor tgage on R en ta l P roper ty # 12. Wachovia Bank Mor tgage on R en ta l P roper ty #23. B ank o f A m e ric a C re dit C a rd4. C hase V isa C redit C a rd5. Chase Rewards Credi t Ca rd
VALUECODEJMJKJ
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Name of Person ReportingChilds , Julianna M .
Date of Report05/I 1/2011
V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 o/filing instructions.)[] N O N E (No reportable income, assets, or transactions.)
A. B. C.D e s c r i p t i o n o f A s s e t s In c o m e d u r in g G ro ss va lu e a t e n d
(in c lud in g t ru st a sse ts ) re p o r t ing p e r io d o f r e p o r t i n g p e r i o d(t) (2) (B ( 2 )P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e . g ., Value Valuee x e m p t f ro m p r i o r d is c l o s u r e C o d e 1 d i v . , r e n t , C o d e 2 M e t h o d( A - H ) o r in t . ) (J-P) C o d e 3
( Q - W )
(t )T y p e ( e . g . ,buy, se l l ,redemption)
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
(2) (3) (4)D a t e V a l u e Gain
mm/d~yy Code2 Code l(J-P) ( A -H )
Identi ty ofbuyer/sel ler
(if privatet ransaction)
1. R e n t al P r o p e r ty # 1 , ~ - ~ ~ i ~ ~~ (1993, D$58,500)2. R e n t a l P r o p e r t y #2 , ~ ~ U ~ E3. - (2006, $180,000)
Rent M WRent M W
4. Mass M utual-Whole Life A I n t e r e s t J T5. - (R isk -based , No C ont ro l )6. Raint r e e Vaca t ions Time Sha re (1995 ,$9,000)7. Wachovia Bank Accounts A
None J RI n t e r e s t J T
9.1 0 .
Palmett o Health Alliance 401 k (Risk-based, ANo Control)Fidelity A
Div idend J T SoldDividend J T Buy
09/30/10 J
10/01/10 JPalmetoo Health Alliance - Y A Dividend J T
I1. -Va l ic Fixed Fund1 2 . -American Funds Great Fund
1 3 .
1 4 .
1 5 .
1 6 .
1 7 .
J P Mo r gan - E q u i t y Fund
Carolinas Telco Federal Credit Union A I n t e r e s tAccountJohn Hancock Retiremem ent (Risk-based,No Control)U.S. Savings Bonds
E Int./Div. MA I n t e r e s t J
TT
Georgia Higher Education Savings Plan A Int./Div. J
I. Income Gain C0dcs: A =$1,000 o r le ss B =$1,001 - $2,500 C = $2,501 - $5,000 D = $5,001 - $15,000( S e e C o lu m n s 1 31 an d D 4 ) F = $ 50 .0 01 - $ 10 0,0 00 G = $ 100,001 - $1,000,000 H 1 = $ 1,000,001 - $5.000,000 H 2 = Mo re than $5 ,000,000
2. Value Codes l = $15,000 or tess K = $15,001 - $ 50,000 L =$ 50,001 - $ 100,000 M =$ 100,001 - $250,000tSee Co lumns C l and D3 ) N =$250,001 - $500,000 O =$501),001 - $1,000,000 PI =$1,000.001 - $5,000,000 P2 =$5,000,001 - $25,000,000P3 =$25,000,001 - $50,000.000 P4 =Mo re than $50,000,0003. Value Method Codes Q ~Apprnisul R =Cost (Real Eslate Only) S = Assessmen t T = Cash Mar k e t(See Column C2 ) U = Book Value V = Other W =Es t ima t ed
E =$15,001 - $50,000
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FINANCIAL DISCLOSURE REPORTPage 5 of 8
Name of Person ReportingChilds , Julianna M .
Date of Report05/11/2011
V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; seepp. 3460 of filing instructions.)~] N O N E (No reportable income, assets, or transactions.)
A. B. C.D e s c r i p t i o n o f A s s e t s In c o m e d u r in g G ro ss v a lu e a t e n d(in c lu d in g t ru s t a s se ts ) r e p o r t in g p e r io d o f r e p o r t i n g p e r i o d
(1) (2) (1) (2)Place "(X)" after each asset A m o u n t Type (e.g., Value Value
exempt from prior disclosure Code I d iv ., r e n t , C o d e 2 M e t h o d( A - H ) o r in t . ) (J-P) C o d e 3( Q - W )
( i )T y p e ( g . ,
buy, sell ,r edemp t ion )
T r a n s a c t io n s d u r i n g r e p o r t i n g p e r i o d
(2) (3) (4)Date V al ue Gain
mm/dd/yy Code 2 Code 1(J-P) (A-H)
(5 )Identity of
b u y e r / s e l l e r(if private
t r a n s a c t i o n )
1 8 .
19.20 .21 .
SC 401 (k) prof i t shar ing plan (r isk-based, C Int. iDiv.No C on t ro l) MSC 457 De fe r r ed Com pensa t ion Plan (R isk -based , No Con t ro l ) Dividend LSC Retirem ent System s (Risk-based, No D I n t e r e s tControl) MBrokerage Account
22 . A - 529 Col lege Sav ings Plan (R isk -based , A DividendNo C on t ro l)23 . B - IRA B Dividend K24 . - Thomburg Int V alue A25. - Keely Small Cap Value26 . -Gabe l l EQAAA27 . -Pimc o Real Return A28. -Pimco Real Retum Fund A - Y29 . -Pimco Low Duration30 . -Columb ia Marisco Growth A31 . -TCW Dividend Focus32 . -Virtus Muliti-Sector33. -RSValue A34 . Am er ic an Eu rop ac if ic GRW F B Dividend K
I. I ncome G ain Codes: A = $1,000 o r le ss B = $1,001 - $2,500 C = $2,501 - $5 ,000 D = $5,001 - $15,000tSee Co lumns BI and D4 ) F =$50.001 - $100,000 G =$100,001 - $1,000,000 H I = $1,00 0,00 1 - $5,00 0,00 0 H 2 = Mo re th an $5,000,0 00
2 . V alue C o des J = $15,000 o r less K ~$15,001 - $50,000 L =$50,001 - $100,000 M =$100,001 - $250,000(See Columns CI and D3 ) N = $250,001 . $500,000 O =$ 50 0,0 01 - $ 1,0 00 ,0 00 P I = $1 ,0 00 ,0 01 - $ 5, 00 0,0 00 P2 =$5,000,001 - $25,000,000P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,0003. Value Method Codes Q =Appraisal R =Cost (Real Estale Only) S = Assessmen t T = Cash Mar k e t(See Co lu mn C2) U =B o o k V a lu e V = Other W =Es t ima t ed
E =$15,001- $50,000
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Name of Person ReportingChilds, Julianna M.
Date of Report05/I 1/2011
V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)D NONE(No reportable income, assets, or transactions.)
A. B. C.D e s c r i p t i o n o f A s s e t s In c o m e d u r in g G ro ss va lu e a t e n d
(inc lu d in g t ru st a sse ts) re p o r t in g p e r io d o f r e p o r t i n g p e r i o dO) (2) (1 ) (~ )P la c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e . g ., V a lu e V a lu ee x e m p t f ro m p r i o r d is c l o s u r e C o d e 1 div., r e n t , C o d e 2 M e t h o d( A -H ) or in t . ) ( J -P ) C o d e 3
( Q - W )35. American GR FD of America F A Dividend K T
36. JP Morgan Mid Cap Value A A Dividend K T37. Wells Fargo SHT TM Muni BD B Dividend J T
38 . Delaware TX - FR USA lntermed A A Dividend J T39 . DWS Drem an Small Cap V alue A A Dividend J T40 . Allianz NFJ Dividend Value A A Dividend K T41 . RS Value A(RSV AX)-Y J T4 2. T CW D iv id en d Foc u s- Y
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
(t ) (2) (3)Type (e.g., Da te V alu e
bu y , se ll, m m /d d /y y C o d e 2r e d e m p t i o n ) (J-P)
(4) (5 )Gain identi ty of
Code 1 buyer/sel ler(A-H) (if private
transaction)
43 . Virtus M ulti-Sector- Y44 . DW S RREEF Real SEC A A Dividend J T45 . ~;~2,,,,~ ~.,,..: ~L..~,,~,,:;~.~ None PI WBuilding4 6. - (2 00 4 , $ 3 ,0 16 ,0 0 0)
I . Income Gain C0dcs: A =$1,000 or less B = $1,001 - $2,500 C = $2,501 - $5,000 D =$5,001 - $15,000(See Columns BI and D4 ) F =$50,001 - $100,000 G = $1 00 ,0 01 - $ 1,0 00 ,0 00 H I = $1 ,0 00 ,0 01 - $ 5, 00 0,0 00 H2 =More than $5,000,000
2. Value Codes J =$15,000 or less K = $15,001 - $50,000 L =$50,001 - $ 100,000 M =$100,001 - $250,000(See Colum ns C I and D3) N =$250,001 - $500,000 O =$500,001 - $1.000.000 P1 =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000P3 =$25,000,001 - $50.000,000 p4 =Mo re thata $50,000.0003. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S = Assessmen t T = Cash Mar k e t(See Column C2 ) U = Book Value V = Other W = E st imated
E =$15,001 - $50,000
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FINANCIAL DISCLOSURE REPORTPage 7 of 8
Name of Person ReportingChilds , Julianna M .
Date of Report05/11/2011
V I I I . A D D I T I O N A L I N F O R M A T I O N O R E X P L A N A T I O N S . (lndlcate part of report.)VII. Investments and Trusts No. 45 - as a 1/9 in teres t in the bu i ld ing. This in format ion was inadverten tly omit ted from last year s report .
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FINANCIAL DISCLOSURE REPORTPage 8 of 8
N a m e o f P e r s o n Re p o r t in gChilds, Julianna M.
Date of Report05/11/2011
IX. CERTIFICATION.I c e r t i fy t h a t a l l in f o r m a t i o n g i v e n a b o v e ( i n c l u d in g i n f o r m a t i o n p e r t a i n in g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , if a n y ) i sa c c u r a t e , t r u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l ie f , a n d t h a t a n y in f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a b l e s ta t u t o r yp r o v i s i o n s p e r m i t ti n g n o n - d i s c lo s u r e .1 f u r t h e r c e r t if y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d th e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S . C . a p p . 5 0 1 e t . s e q . , 5 U . S . C . 7 3 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .
Signature: S/Julianna M . Chi lds
N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F I E S O R F A IL S T O F I L E TH I S R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )
Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.Washington, D.C. 20544
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