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UNITEDSTATESHOUSEOFREPRESENTATIVES
I
FORMA
Page1018
DELIVERF
CALENDARYEAR2011FINANCIALDISCLOSURESTATEMENTForusebyMembers,officers,andemployees
L'~
ISIATIVERESOURCEGtttTI
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TEDPOE202-225-6565
•~12HAY15AM10:55
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°Fm(Et~~~T;
FullName)(DaytimeTelephone)
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F"lo"Kt
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Filer~MemberoftheU.S.State:TX
10
OfficerOrEmployingOffice:A$200penaltyshallStatusHouseofRepresentativesDistrict:02Employeebeassessedagainst
,
i
.~
.
anyonewhofiles
..
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Report~nnual(May15)TerminationDate:morethan30daysType
0
AmendmentTerminationlate.
HAND
PRELIMINARYINFORMATION--ANSWEREACHOFTHESEQUESTIONS
I.OldyouoryoorIJpousehave"earned"Income(e.g.,salariesorfees)of5200VI.Oldyou,yourspouse,oradependentchildreceiveanyreportablegiftInormorefromanysourceInthereportingperiod?Yes
~
No
[]
thereportingperiod(I.e.,aggregatJngmorethan5350and
not
otherwiseYes
0
No~exempt)?Ifyes,completeandattachScheduleI.
..
Ifyes,completeandattachScheduleVI.
.~-
Oldanyindividualororganizationmake.donation
to
charityInlieu
of
payingOldyou,yourspouse,oradependentchildreceiveanyreportabletr.velor
II.
youforaspeech,appearance,orarticleInthereportingperiod?Yes
[J
No~.VII.reimbursementsfortravallnthereportingperiod
(worth
morethan
$350
Yes
~
No
0
~
....
--~)'
fyes,completeandattachSchedule
II.
If
yes,completeandattachScheduleVII.
e----.....~.
OldyouholdanyreportablepositionsonorbeforethedateoffilingIntheldyou,yourspouse,oradependentchildrecelve"unurned"IncomeofIII.morethan5200Inthereportingperiodorholdanyreportableasset
worth
Yes~VIII.currentcalendaryur7Yes
~
No
[J
morethan
$1,000
at
theendoftheperiod?Ifyes,completeandattachScheduleIII.
I
Ifyes,completeand.attachScheduleVIII.
I
IV.Oldyou,yourspouse,ordependentchildpurchase,sell,orexchangeanyIX.Oldyouhaveanyreportableagreementorarrangement
with
anoutsidereportable.seetInatr.nsactJonexceeding51,000duringthereportingYes
~
No
0
entity?Yes
0
No~period?Ifyes,completeandattachScheduleIV.
-.
-
Ifyes,completeandattachScheduleIX.
-.~-,-~.,-
V.Oldyou,yourspouse,oradependentchildhaveanyreportableliability(morethan$10,000)duringthereportingperiod?Yes~No
OJ
Eachquestioninthispartmustbeansweredandtheappropriate
Ifyes,completeandattachScheduleV.
scheduleattachedforeach"Yes"response.Trusts-
Detailsregarding"QualifiedBlindTrusts"approved
by
theCommitteeonEthicsandcertainother"exceptedtrusts"neednot
be
disclosed.Haveyouexcludedfromthisreportdetails
of
suchatrustbenefitingyou,yourspouse,ordependentchild?Yes
0
No~
EXCLUSIONOFSPOUSE,DEPENDENT,ORTRUSTINFORMATION--ANSWEREACHOFTHESEQUESTIONS
Exemptions-
Haveyouexcludedfromthisreportanyotherassets,"unearned"Income,transactions,orliabilitiesofaspouseordependentchildbecausetheymeetallthreetestsforexemption?Donotanswer"yes"unlessyouhavefirstconsultedwiththeCommitteeonEthics.Yes
0
No~
SCHEDULEI-EARNEDINCOME
I
NameTEDPOE
I
Page2of8
i
Listthesource,type,andamountofearnedincomefromanysource(otherthanthefiler'scurrentemploymentbytheU.S.Government)totaling$200ormoreduringtheprecedingcalendaryear.Foraspouse,listthesourceandamountofanyhonoraria;listonlythesourceforotherspouseearnedincomeexceeding
$1,000.
Source
Type
Amount
HARRISCOUNTYTEXAS
i
RETIREMENTPENSION
I
$82,153
I
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...
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TEXASCOUNTYANDDISTRICTRETIREMENTPENSION$57,229RETIREMENTSYSTEM
,
..
-
,
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HUMBLEINDEPENDENTSCHOOLSPOUSESALARY
N/A
DISTRICT
:
SCHEDULEIII-ASSETSAND"'UNEARNED"'INCOME
NameTEDPOE
I
Page3of8
BLOCKA
Assetand/orIncomeSource
Identify
(a)
eachIIssetheldforInvesbnentorproductionofIncome
with
afairmarketvalueexceeding$1,000attheendofthereportingperiod,and(b)anyotherreportableassetorsourcesofIncomewhichgeneratedmorethan
$200
In~unaamed"Incomeduringtheyear.Providecompletenamesofstocksandmutualfunds(donotusetickersymbols.)ForalilRAIandotherretirementplans(suchas401(k)plans)thatare"If-dlrected(I.e.,plansInwhichyouhavethepower,even
If
notexercised,
to
selectthespecificInvesbnents),providethevalueforeachassetheldIntheaccountthatexceedsthereportingthresholds.Forretirementaccountswhicharenotself-dlrected,provideonlythenameoftheInstItUtionholdingtheaccountand
Its
valueattheendofthereportingperiod.ForrentalorotherrealpropertyheldforInvesbnent,provideacompleteaddress.ForanownershipInterestInaprivately-heldbusinessthatIsnotpubllcallytraded,
state
thenameofthebusiness,thenatureof
its
activities,and
Its
geographiclocationInBlockA.Exclude:Yourpersonalresidence,Includingsecondhomesandvacationhome.(unlesstherewasrentalIncomeduringthereportingperiod);anydepositstotaling$5,000orlessInapersonalcheckingorssvlngaccounts;andanyfinancialInterestIn,orIncomederivedfrom,afederalretirementprogram,IncludingtheThriftSavIngsPian.Ifyousochoose,youmayindicatethatanassetorIncomesourceIsthatofyourspouse(SPIordependentchild(DC),orIsJointlyheldwithyourspouse
IJT),
Intheoptionalcolumnonthefarleft.
BLOCKB
Year-EndValueofAsset
Atcloseofreportingyear.
If
youuseavaluationmethodotherthanfairmarketvillue,pleasespecifythe
method
used.
If
an..setwassoldandisIncludedonlybecause
It
isgeneratadincome,thevalueshouldbe~None."
BLOCKC
TypeofIncome
Check
III
columnsthatapply.Forretirementaccountsthatdonotallowyou
to
choosespecificInveatments
or
thatgeneratetax-deferredIncome(suchas401(k)plansorIRAI),youmaycheckthe"None"column.Dividends,Interest,andcapitalgains,even
If
reinvested,must
be
disclosedasIncome.Check"None"IftheassetgeneratednoIncomeduringthereportingperiod.
BLOCKD
AmountofIncome
Forretirementaccountsthatdonotallowyou
to
choosespecificInvestmentsorthatgenerate
tax-
deferredIncome(suchas401(k)plansorIRAI),youmaycheckthe"None"column.Forallotherassets,indicate
the
categoryofIncome
by
checkingtheappropriateboxbelow.Dividends,Interest,andcapitalgains,even
If
relnveated,must
be
disclosedasIncome.Check"None"
If
noIncomewasearnedorgenerated.
~RESSIONALFEDERAL
$50,001-DIVIDENDS
i
$201-$1,000DITUNION
:
$100,000
----
_
...
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....
-
....
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~.
-.
RISCOUNTYFEDERAL$15,001-DIVIDENDS$1-$200
i
CREDITUNION$50,000
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_.
..
_.-_
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-'-~.--
FRANKLINFEDERALTAX;$15,001-DIVIDENDS$201-$1,000FREEINCOMEC
...----tro.o
oo
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..
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I
FRANKLINHIGHYIELD$15,001DIVIDENDS$201-$1,000
-
II
CLASSC:$50,000
~~-.
...
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,
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TRANSAMERICAASSET$1,001-DIVIDENDS$1-$200
I
ALLOCATION$15,000
._.
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"_
"
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IVYFUNDASSETSTRATEGY$1,001-DIVIDENDS$1-$200CLASSC
I
$15,000
II
BLOCKE
Transaction
IndicateIfIIIssethadpurchases
(P),
sales
(S),
or.xchangeslEIexeeadlng$1,000inreportingyear.
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