FINANCIAL DISCLOSURE STATEMENT FOR CALENDAR YEAR 2001 For use by Members, officers, and employees
lIGl5!.,..,TIVE RFSOURCE GENTER .
MARY1BONO 2001 MAY 15 PH 6: 05 II
(Full Name)
64505 VIA AMANTE t1~)F-' f_CE OF THE Cll];l~
(Mailing Address) Daytime Telephone: ,,,S.IiOU:ii::. UF Hf:PH£SENTATIVES
PALM SPRINGS CALIFORNIA 92264 (202) 225-5330 (Office Use Only)
Flier ~ I Member of the U.S. State: CA I 0 Officer or ~W21~<frrSERV ICES
Status X House of Representatives District: ~~ Employee A $200 penalty shall be assessed
....... against anyone who flies more than
Report I ,,- bAnnual (May 15) I 0 Amendment t D Termination Date:
Type ..!.. Termination 30 days late •
~,
PRELIMI . Y INFORMATION - ANSWER EACH OF THESE QUESTIONS RED
I. Did you or your spouse have "earned" Income (e.g., salaries or -m NoD VI. Old you, xour spouse, or a dercendent child receive any -n NOIK)
fees) of $200 or more from anA source in the reporting period? reportable gi in the reporting per od ~.e., aggregating more
If yes, complete and attach chedule I. than $260 and not otherwise exempt)
If es, complete and attach Schedule VI.
II. Did any individual or organization make a donation to charity in -n NOll] VII. Old you, your spouse, or a decendent child receive any -o NolKi
lieu of paying you for a speech, appearance, or article in the reportable travel or reimbursemen s for travel in the reporting
reporting period? cerlod (worth more than $260 from one source)?
If e8 com lete and attach Schedule II. f 88 com lete and attach Schedule VII.
III. Old you, your spouse, or a dependent child receive "unearned" ves[iJ NoD VIII. Old you hold any reportable positions on or before the -n NolKi
income of more than $200 in the reporting period or hold any date of filing In the current calendar year?
reportable asset worth more than $1,000 at the end of the period? If yes, complete and attach Schedule VIII. .
If es, com lete and attach Schedule III.
IV. Old you, your spouse, or dependent child purchase, sell, -m NoD IX. Old you have any reportable agreement or arrangement -o NO~
or exchange any reportable asset In a transaction exceeding with an outside entity?
$1,000 dUrin9 the reporting ~erlOd? If yes, complete and attach Schedule IX.
If e8, com ete and attac Schedule IV.
V. Old you, your spouse, or a dependent child have ~ reportable -ra NoD Each ~uestion In this part must be answered and the
liability (more than $10,000) during the rtf0rting peri ?
If yes, complete and attach Schedule • appropr ate schedule attached for each uYes" response. EXCLUSION OF SPOUSE, DEPENDENT, OR TRUST INFORMATION - ANSWER EACH OF THESE QUESTIONS
TRUSTS-Details regarding "Qualified Blind Trusts" approved by the Committee on Standards of Official Conduct and certain other "excepted trusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?
-n NOll]
EXEMPTION-Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or dependent child because they meet all three" tests for exemption?
-n NOliJ
CERTIFICATION - THIS DOCUMENT MUST BE SIGNED BY THE REPORTING INDIVIDUAL AND DATED
This Financial Disclosure Statement is required by the Ethics In Government Act of 1978, as amended. The Statement will be available to any requesting person
upon written application and will be reviewed by the Committee on Standards of Official Conduct or Its designee. Any individual who knowingly and willfully falsifies,
or who kriowingly and willfully fails to file this report may be subject to civil penalties and criminal sanctions (S6e 5 U.S.C. app. 4, § 104 and 18 U.S.C. §1001).
Certillcation r- SIgnature of ReportIng Indlvldulil Datil (Month, Day, Yeary
I CERTIFY that the statements I have made on this for~ r-r-Mr»~' e/is/os:
and all attached schedules are true, complete and J
correct to the best of my knowledge and belief. I ...... MARy BONO
SCHEDULE I - EARNED INCOME
List the source, type, and amount of earned Income from any source (other than the filer's current employment by the U.S. Government) totalling $200 or
more during the preceding oalendar year. For a spouse, list the source and amount of any honoraria; list only the source for other spouse earned Income
exceeding $1,000.
Source Type Amount
Keene State Approved Teaching Fee $6,000
--------------------------------------------------- = ~~Isla~v! ~e~sIo~ = = = = = = = -----------
Examples: ~t~8_0~ t.!_a~I~n~ ___________________________________________ ____ ~9.!0~0 ____
Civil War Roundtable (Oct. 2nd) -~~~~~~~--------- _ _ _ _ .§1.PQO_ _ _ _
ontario -COuntY Board of Education- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Spouse Salary NA
AFTRA RETIREMENT FUND PENSION ~h.n?4
AFTRA RETIREMENT FUND PF'N~H)N 'I: ':\7.71';
WYOMING WEST DESIGN, LLC SPOUSE K-l INCOME "
... --_- - For payments to charity In lieu of honoraria. use Schedule II.
I N... MARY BONO
SCHEDULE 11- PAYMENTS IN LIEU OF HONORARIA MADE TO CHARITY
List the source, activity (I.e., speech, appearance, or article), date, and amount of any payment made by the sponsor of an event to a charitable organization
In lieu of an honorarium. A separate confidential list of charities receiving such payments must be filed directly with the Committee on Standards of Official
Conduct. An envelope for transmitting the list is included In each Member's filing package.
Source Activity Date Amount
Examp/8sJ ~s!o~II!t1~n ~f_A!!I~~a!! ~8~~Ia..!fo_n~ ~I!s~,_p:...c:... _______________ Speech Feb.2,2001 $2,000
- Artfcle - - - - - - - - - - - - - - - -Aug~ fS;-2001 - - - ----- .... -----
XVZ Magazine . $500
,. This page may be copied If more space Is required.
i
1
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SCHEDULE 111- ASSETS AND "UNEARNED" INCOME
I Nom.
MARY BONO
BLOCK A
Asset and/or Income Source Identify (a) each asset held for Investment or production of Income with a fair market value exceeding $1.000 at the end of the reporting period, and (b) any other asset or source of Income which generated more than $200 In "unearnedN Income during the year. For rental property or land. provide an address. Provide full names of any mutual funds. For a selfdirected IRA (I.e., one where you have the power to select the specific Investments), provide Information on each asset In the account that exceeds the reporting threshold. and the Income earned for the acoount. For an IRA or retirement plan that Is not self-directed, name the Institution holding the account and provide Its vallie at the end of the reporting period. For an aotlve business that Is not publicly traded, In Block A state the nature of the bUSiness and Its geographic location. For additional Information, see the Instruction booklet for the reporting year.
Exclude: Your personal resldence(s) (unless there Is rental Income); any debt owed to you by your spouse, or by your or your spouse's child. parent, or sibling; any depOSits totaling $5.000 or less In personal savings accounts; any financial Interest in or Income derived from U.S. Govemment retirement programs.
If you so choose, you may Indicate that an asset or Income source Is that of your spouse (SP) or dependent child (DC) or Is Jointly held (JT), In the optional column on the far left.
SP, DC, JT
SLOCKS '
Value of Asset at close of reporting year.
If you use a valuatt~'" method other than fair market value, please specify the method used.
If an asset was sold and Is i!,!cluded only because It generated Income, the value should be uNone."
For additional a8sets and uneamed Income, ute next page.
BLOCKC Type of Income
P, 5, E
BLOCKE
SLOCKD
Amount of Income
For retirement plan$ or accounts that do not allow you to choose speolflc Investments, you may write "NA" for Income. For all other assets, Indicate the oategory of Income by checking the appropriate box below. Dividends. even If reinvested, should be listed as Income.
Indicate If assetw8S purchased (P), sold (5), or exchanged (E) In reporting
p
S'CHEDULE rir- ASSETS AND "UNEARNED;' INCOME Continuation Sheet (If needed)
I Nime MARY BONO
Sp, DC, JT
P, S, E
BLOCK 0 Amount of Income
BLOCK A
Asset and/or Income Source
BLOCKB
, Year-End Value of Asset
BLOCKE
ThIs page may be copIed If more Ipacell required.
SCHEDULE 111- ASSETS AND "UNEARNED" INCOME Continuation Sheet (if needed)
MARY BONO
BLOCK 0 Amount of Income
SP, DC, JT
P, S. E
BLOCK A
Asset and/or Income Source
BLOCKB
. Yea .... End Value of Asset
6LOCKE
This page may be copied It more spaoe II required.
SCHEDULE IV .; TRANSACTIONS
MARY BONO
Report any purchase" sale, or exchange by you, your spouse, or dependent child during the reporting year of any real property, stocks, bonds, commodities futures, or other securltJes when the amount of the transaction exceeded $1,000. Include transactions that resulted In a loss. Do not report ~ transaction between you, your spouse, or your dependent child. or the purchase or sale of your personal residence, unless It Is rented out.
- IRA
STANDARD & POORS
OAF S&P 500 TRUST
this page m ... y be copied If more .Ipace II required.
Type
of Transaction Date
Amount of Transaction
(MOIOAYIVR)
SCHEDULE IV ...:... TRANSACTIONS
MARY BONO
Report any purchase" sale, or exchange by you, your spouse, or dependent child during the reporting year of any real property, stocks, bonds, commodities futures, or other securities when the amount of the transaction exceeded $1,000. Include transactions that res.ulted In a loss. Do not report a transaction between you, your spouse, or your dependent child, or tbe purohase or sale of your personal residence, unless It Is rented out
Type
of Transaction Date
Amount of Transaction
(MO/OAYNR)
OAF S&P
This page may be copied If more .Ipace II required.
SCHEDULE V - LIABILITIES
I-MARY BONO
Report liabilities of over $10,000 owed to anyone creditor at any time during the reporting period by you, your spouse, or dependent child. Mark the highest amount owed during the year. Exclude: Any mortgage on your personal residence (unless it Is rented out); loans secured by automobiles, household furniture, or appliances; and liabilities owed to a spouse, or t~e child, parent, or sibling of you or your spouse. Report revolving charge accounts only If the balance at the close of the preceding calendar year exceeded $10,000.
SP,
DC. Creditor
JT
Type of Liability
Example: First Bank of Wilmington, Delaware
SCHEDULE VI- GIFTS
Mortgage on 123 Main St., Dover, Del.
Report the source, a brief description, and the value of all gifts totalling more than $260 received by you, your spouse, or a dependent child from any source during the year.
Exclude: Gifts from relatives, gifts of personal hospitality of an individual, local meals, and gifts to a spouse or dependent child that are totally independent of his or her relationship
to you. Gifts with a value of $104 or less need not be added towards the $260 disclosure threshold.
Note: The gift rule (House Rule 25, clause 5) prohibits acceptance of gifts except as specifically provided In the rule.
Source DescrlJttlon yalue
Example: I Mr. Joseph H. Smith, Anytown, Anystate Sliver Platter (determInation on personal friendshIp received from Committee on Standards) $270 Use additional sheets If more space 18 requIred.
I Name
MARY BONO
SCHEDULE VII -TRAVEL PAYMENTS AND REIMBURSEMENTS
IdentifY the source and list travel itinerary, dates, and nature of expenses provided for travel and travel-related expenses totalling more than $260 received by
you, your spouse, or a dependent child during the reporting period. Indicate whether a family member accompanied the traveler at the sponsor's expense, and
the amount of time, if any, that was not at the sponsor's expense. Disclosure is required regardless of whether the expenses were reimbursed or paid directly
by the sponsor.
Exclude: Travel-related expenses provided by federal, state, and local governments, or by a foreign government required to be separately reported under the
Foreign Gifts and Decorations Act (5 U.S.C. § 7342); political travel that Is required to be reported under the Federal Election Campaign Act; travel provided to
a spouse or dependent child that Is totally Independent of his or her relationship to you.
Source Date(s) Point of Departure-Destlnatlon- Lodging? Food? Was a Family Any time not at
Member Included?
Point of Return (YIN) (YIN) (YIN) sponsor's expense
Examples: .9~I~a~o_ ~~~b~':.. o! ~o_m~.!r~ __ Mar. 2 _ '!Y~s~.!.. ~.~.~l!'c_a~O:-~8!h.:! p . .9:. N N N N
-------- - - - -- - - - -- ---------- -----------
Roycroft Corporation Aug. 6-11 Wash., D.C.-Los Angeles-Cleveland y y y 2 Days ...... 1 •• Ia 1_", IA I •• __ ....
I ..... MARY BONO
SCHEDULE VIII ~ POSITIONS
Report all positions, compensated or uncompensated, held during the currentcelendar year as an officer, director, trustee of an organization, partner,
proprietor, representative, employee, or consultant of any corporation, firm, partnership, or other business enterprise, any nonprofit organization, any labor
organization, or any educational or other Institution other than the United States.
Exclude: Positions held In any religious, social, fratemal, or political entities; positions solely of an honorary nature; and positions listed on Schedule I.
Position Name of Organization SCHEDULE IX - AGREEMENTS
Identify the date, parties to, and general terms of any agreement or arrangement with respect to: future employment; a leave of absence during the period of
govemment service; continuation or deferral of payments by a former or current employer other than the U.S. Govemment; or continuing participation in an
employee welfare or benefit plan maintained by a former employer.
Date Parties To Terms of Agreement GPO: 2002 77-791 (mac)
Use additional sheets If more space 18 required.