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‘LERISLATIVE RESOURCE CENTER TOTHAY 15. PMG: Gb Page tots and employees UNITED STATES HOUSE OF REPRESENTATIVES FINANCIAL DISCLOSURE STATEMENT FOR CALENDAR YEAR 2006 ‘Joseph S. Donnelly (uiiName) 46200 Foxcross Drive Granger, IN 46530 _ 574-272-0475 es ugtis SOEINE cubaK 19S. HOUSE UF REPRESENTATIVES ofaaRygAE AE (Walling Address) Daytime Telephone, S) fa Member of the US. State: IN _| Gy Officer Or Employing Office: 'A$200 penalty shall YQ House of Representatives istic gp Employee be assessed against fc ei ——— === anyone who files Termination Date more than 30 days late. T Annual (May 15) Amendment | (] Terminaticn Tipo your spouse ora deport Sd rove ay Tepoable wT ‘emore fom any zourcein he reporting perce? Yes @ No []) Wi metegring pod sopeoatng mreounsbosandnctatermar Yes (Wo | Kye : o- Hetamlete and attach Schade ‘id ay individual or orgenization make a donation to cary a evo paying Did you, you spouse, ra dependent child recive ary reporble rel oF Joutora speech, appesranee, oan inthe roportng period? Yes C1 No ig WL rntranors remeron peste mre tan” Yes ("] No tyes, complete and attach Schedule __lfyee"eomplete and atach Schedule VI ‘id you, your spouse or dependent child ecive “unearned ome ot ne le a opel onion of et Tne ‘more than $20 te opoting period or held any reportable asset worth os. GH No [-]_ Wil: current calendar year? Yee [] No ‘more than $00 atthe ane of yes, complete and attach Schedule. yes, complete and attach Schedule Vil. ‘Dia you, your spouse, or Gependant child purchase sal or exchange any ‘id you have any reportable agreement or arrangement wi an ouiiae seporbleesotn a eansecca exceeding 3,00 dung tireporing” Yes [-] No yy eu? Yes [1] No Wi pe Fryes, complete and attach Schedule |___ tyes, complete and attach Schedule IX. ‘id you, your spouse, ora dependent eh fave any reporiabi ably x a oa {ore than $1000) daria te reprting evod? Yes No ]/ Each question in this part must be answered and the appropriate ‘tyes, complete and attach Schodule V. schedule attached for each "Yes" response. EXCLUSION OF SPOUSE, DEPENDENT, OR TRUST INFORMATION -- ANSWER EACH OF THESE QUESTIONS Trusts ‘Dotalis rogarding “Qualified Blind Trusts” approved by the Committee on Standards of Official Conduct and certain other “excepted ‘tusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent Y®S [] Now ‘child? ‘Exemptions Have you excluded from this report any other assets, “uneamed” income, transactions, or liabilities of @ spouse or depondent child because they moot ativeststs for exemption? Yes Now CERTIFICATION -- THIS DOCUMENT MUST BE SIGNED BY THE REPORTING INDIVIDUAL AND DATED “This Financial Diciosure Statement is required by the Eihies n Government Act OF 1978, as amerded. The Statement willbe availabe to any requesting person upon witlen appicaton and wil be reviewed by the Commitee on Standards of Offcial Conduct or &s designee. Ary individual who knowingly and wilful falsiies, or who knowingly and ‘willy falls to fo this roport may be subject toch penatiee an criminal sanctions (See 5 U.S.C. app. 4,§ 104 and U.S.C. 1001) aa ‘Date (Month, Day, Year) {CERTIFY that the statements | have made on tis form and all tached schedules S1S07 are true, complete and corect o the best of my knowledge and bebe SCHEDULE | - EARNED INCOME Name deseph S. Donnety Page 201 5 [List the source, type, and amount of earned income from any source (other than the fer's current employment by the U.S. Government) totaling $200 or more [during the preceding calendar year. Fora spouse, list the source and amount of any honoraria; list only the source for other spouse earned income exceeding 4,000. Marking Solutions University of Notre Dame Black, Mann and Graham |Legal Services $15,900 Spouse Salary "NIA SCHEDULE Ill - ASSETS AND "UNEARNED" INCOME ‘BLOCK A Asset and/or Income Source Identity (a) each asset held for investment or production of income with 2 fair market value exceeding $1,000 at the end ofthe reporting period, and (b) any other asset or source of income which generated more than '5200 in “unearned income during the year. For rental property or land, ress. Provide full names of any mutual funds. For a self (Le, one where you have the power to select the specific investments} provide information on each asset inthe account that ‘oxcoeds the reporting threshold and the income eamed forthe account. For an IRA of retirement plan that is not solfirected, name the institution holding the account and provide its value atthe end of the reporting poriod. For an active business that Is not publicly traded, in Block A state the nature of the business and its geographic location. For additional information, see instruction booklet for tho reporting yar. }-exctude:-Your personat resienoe(s} {untess there ts rentat income); ‘any debt owed to you By your spouse, oF 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 oF income derived from U.S. Government retirement programs. Ifyou so choose, you may indicate that an asset or income source Is that of your spouse (SP) or dependent child (DC) ori jointly held (JT), in the optional column on the far lft. Value of Asset at close of reporting yoar. you use a Valuation method ‘other than fale markot value, please specty the method used. fan asset was sold and Is Included only because itis generated income, the value shoul be idee Name Joseph S. Donnelly Page 3of 5 ‘BLOCK B Year-End Locke Type of Income ‘check all columns that apply. Chock “None” if ‘sat didnot generate any income di Calendar year. {ran one ofthe categories, specify the ‘9pe of income by wetting 2 brit description inthis Block. (For example: arinership income or Farm income) ‘BLOCK D Amount of Income For retirement plans or accounts that de not allow you to choose specific investments, you may write NA" for income. For all other assets, indicate the category of income by ‘checking the appropriata ‘box below. Dividends, even ifreinvested, should be listed a8 income. Check “None” ifne income was earned. BLOCK E Transaction Indicate if asset ‘had purchases (), sales (8), oF exchanges (2) ‘oxceeding $1,000 in, ‘roportng year. JT 1930 Lakeshore Drive, Michigan City, IN SP Fidelity IRA, Dividend Growth Fund Fidelity IRA, Money Market Fund IBM Stock Manulife Financial Notre Dame Credit Union IRA, Money Market Fund $500,001 - $1,000,000 $15,001 - $50,000 $1,001 - $15,000 | INTEREST $1,001 - $15,000. DIVIDENDS $1,001 - $15,000. DIVIDENDS $1,001 - $15,000 INTEREST Rental $1,001 - $2,500 DIVIDENDS/NTE REST i | $1- $200 $2,501 - $5,000 $1-$200 | $1-$200 $1 - $200