Joe B McDade Financial Disclosure Report for 2010

8/3/2019 Joe B McDade Financial Disclosure Report for 2010

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AO 10Rev. 1/2011 FINANCIAL DISCLOSURE REPORTFOR CALENDAR YEAR 201 0Report R equired by the Ethics

in Government Act of 1978(5 U.S.C. app. 101-111)

I. Person Reporting ( last name, f irst , middle initia l)M c D a d e , Jo e B .

4. Ti t le (Art ic le 111 judges indica te ac t ive or senior sta tus;magis t rate judges indicate fu l l - or par t - t ime)Senior U.S. Dis t r i c t Judge

7 . C h a mb e rs o r Of f ic e A ddre s s12 7 F e d e r a l B u i l d in g1 0 0 N . E . M o n r o e S t r e e tPeor ia , IL 61602

2. C our t o r Organ iza t ionUni ted S ta tes Dis t r i c t Cour t

3. Date of Repor t0 4/ 18/ 20 11

5a . Report Type (check appropria te type)

] No m ination , D ate[] Initial [] Annual [] Final5b. [] Amended Report8. O n t he ba s i s o f t he i n fo rm a t i o n c o n t a i n e d i n t h i s Re p o r t a n d a n ymo dif ica t ions perta in ing there to , i t is , in my op in ion , in compliancewith a pp l i c a b le l a ws a nd re gu la t ions .

R e v ie wing Off ic e r Date

6. Re p o r t i n g P e r i o d

0 1/ 0 1 / 20 10to12/31/2010

I M P O R T A N T N O T E S : The instructions accompanying this form must be followe~L Complete all parts,checking the NON E box for each part where you have n o reportable information. Sign on last page.

I . P O S I T I O N S . t R e p o . i n g individual only; seepp. 9-13 of filing instructions.)---] NONE (No reportable positions.)

P O S I T I O N1 . E r e r i tu s S t a t u s M e m b e r

N A M E O F O R G A N I Z A T I O N / EN T I T YA m e r i c a n I n n o f C o u r t /A b r a h a m L i n c o l n o f P e o r i a

I I . A G R E E M E N T S . ~ R e p o . in g i . d iv i d u a t o n & ; s e e p p . 1 4 - 1 6 of filing instructions.)NO NE (No reportable agreements.)

1.19922.3.

DATE PARTIES AND TERMSI l linoi s Sta te Ret i rement System: Judic ia l Pension upo n re t i rement in 1992


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FINANCIAL DISCLOSURE REPORTPage 2 of 6

N a m e o f P e r s o n R e p o r t i n gMcDade, Joe B .

Date of Report04/I 8/2011

I I I . N O N - I N V E S T M E N T I N C O M E . (,epo,ing individual andspouse; seepp. 17-24 of filing instructions.)A. Filers Non-Investm ent Income

~] (No reportable non- investment income.)ONEDATE SOURCE AND TYPE

2.

3.

4.

INCOME( y o u r s , n o t s p o u s e s )

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 - if you were married during anyportion of the reporting year, complete this section.(Dollar amount not required e xcept for honoraria.)

N ON E (No reportable non-investment income.)DATE SOURCE AND TYPE

1.

2.

3.

4.

I V . R E I M B U R S E M E N T S - transportation, lodglng, food, entertainment.(Includes those to spouse and dependent children; see pp. 25-27 of filing instructions.)

NO NE (No reportable reimbursements.)SOURCE DATES LOCATION

1 .2.

3.4.5.

PURPOSE ITEMS PAID OR PROVIDE


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N a m e o f P e r s o n R e p o r t in gFINANCIALDISCLOSURE REPORT[ McDade, Joe B.

Page 3 of 6

V . G I F T S . a , c l u d e , t h o ~ e t o s p o u s e u , d d e , e , d e n t children; see p p . 2 8 - 3 1 o;filing instructions.)N O N E ( N o reportable gifts.)

SOURCE DESCRIPTION1 .2.3.4.5.

Date of Report04 /1 8 /201 1

V A L U _ _ ~ _ E

V I . L I A B I L I T I E S . a n c l u d e s t h o s e o Z + p o u s + o n d dependent children; s e e p p . 3 2 - 3 3 of f i l ing instructions.)~ N O N E ( N o reportable liabilities.)

CREDITORI. Rel ias t ar Li fe Ins P o l i c y L o a n2. M e t r o p o l i t a n L i f e In s C o P o l i c y L o a n3. C o m m e rce B a n k o f P e o r ia , IL P e rso n a l L o a n4.5.

DESCRIPTION VALUE CODEJKM


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N a m e o f P e r s o n R e p o r t i n gMcDade, Joe B .

Date of Report04/18/201 I

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, t ..... ctions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.Descr ipt ion of Assets Income dur ing Gross va lue a t end Transact ions dur ing repor t ing per iod( inc luding t rust asse ts) repo rting period of repo rting period

(l ) (2 ) (1) (2) (l ) (2) (3) (4) ( 5 )P lace " (X )" a fte r each asset A m oun t Type (e.g. , V a l ue Va lu e Type (e.g. , D a t e Value I Gain Identity ofexempt f rom pr ior di sclosure C o d e 1 div., rent, Code 2 M e th o d buy, se l l , m m / dd/ y y Code 2~1 Code l buyer/se l ler( A - H) o r i n t . ) (J-P) Code 3 redem ption ) ( J - P ) ( A - H ) (ifprivate

( Q - W ) t ransact ion)

I. C o m m e r ce B a n k A c c ts A Interes t K2. Reliastar Life Ins Co (whole life) A Dividend J3. Note Rcvble Lexington Assoc Ltd A I n t e r e s t J U4. Met Life (universa l life) A Dividend J5. Southside Ba nk Accts A I n t e r e s t L

7.8.

9.

None-Annuities/Ins Lincoln Natl Choice PlusVarb l e Ann Ct t~ ~

~iiiiiii~iii~i~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiZiiiiiiiiiiiiiiiiiiiiiiDividend K

-Income Fund Amer lnc Mu tual Fund

1 0 .

1 1 .

1 2 .

-AnUs/ Ins Har t ford I LA. Leaders Outlookarble An Ct.i ~,j

None K

1 3 .

1 4 .

1 5 .

1 6 .

1 7 .

I . Income G a in Code s : A = $1, 000 or l ess B =$1,001 - $2.500 C ~ $2 , 5 01 - $5 , 000 D = $5 , 001 - $15 , 000( Se e Columns B I a nd D4) F = $5 0,001 - $ 100,000 G = $ 1 00,001 - $ 1 ,000 ,000 H 1 = $1 ,000,001 - $5 ,000,000 H 2 = M o re than $5,000 ,000

2. V a lue Co d e s J = $15,000 o r le ss K = $15 , 001 - $5 0.000 L = $ 50,001 - $1 00,000 M = $1 00,001 - $250,000( Se e Columns C I a nd D3) N = $ 250.001 - $5 00,000 O = $500,001 o $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 t han $5 0 , 000,0003 . Val ue Met hod Codes Q = Appra i sa l R =Cos t ( Re a l E s t a t e Only) S =As s e s s me nt T =Ca s h Ma r ke t( S e e C o l u m n C 2 ) U = B o o k V a t u c V = O t h e r W = E s t im a t e d

E = $15 , 001 - $ 5 0 , 000


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Name of Person ReportingMcDade, Joe B.

Date of Report04/18/2011

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 . (lndicate part of report.)

P a r t V l l .I t e m # 3 . i N o t e R e ce i va b l e - - L e x i n g t o n A s s o c . L t d . , a C o l o r a d o L t d . P a r t n e r s h ip c / o C he y e n n e M o un t a i n In ve s t me n t s , C o l o r a d o S p r i n g s , C o . , r e i n s ta l l me n t s a l eA p a r t m e n t s , P e o r i a , IL , o w n e d by In ve t o r s L a n d Tr # 5 0 o f w hi ch I o w n 1 . 9 0 48 % be n e f i c i a l in t e r e s t - - Je f f e r s o n Tr us t & S a v i n g s B a n k o f P e o r i aIL , T r us t e e , U n d e r T r us t A g r e e me n t .I t ems #6 , #8, and #I0 ref l ect the fact that the s ing le W el l s Fargo Adv isors Broker acco unt l i s t ed in 2009 Repor t actual ly cons i s t s o f these three broker acco unt s .


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Na m e o f P e r so n Re p o r t i n gMcDade, Joe B.

Da t e o f Re p o r t04/18/2011

IX. CERTIFICATION.I c e r ti f y 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 i n 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 ld r e n , i f a n y ) i sa c c u r a te , t ru 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 t h 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 he l d 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 t o ryp 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 l o s u r e .I f u rt h e r c e rt i fy t h a t e a rn 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 t h e a c c e p t a n c e o f g i f ts 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 ro 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 fe re n c e r e g u l a t i o n s .

Signat ur e: S/Joe B. McDade

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 LF U L L Y FA L S I F IE S O R F A I L S T O F I LE T H I S R E P O R T M A Y B E S U B J E C T T O C IV I LA N D C RIM IN A L S A N C TIO N S ( 5 U . S . C . a p p . 10 4 )

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

Joe B McDade Financial Disclosure Report for 2010

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