U.S. Representative Patrick Kennedy -- for calendar year 2000 (filed May 11,2001)

Speeches to Outside Organizations, with Honoraria Donated to Charities -- NA

Earned and Non-Investment Income -- NA

Value of Publicly Traded Assets Greater than $1,000 -- Citizens Bank Accounts,$15,001-50,000; Friends of Patrick J. Kennedy Loan Receivable, $1,001-15,000; March 4, 1953 Trust Through Rose F. Kennedy, excepted trust, no value disclosed; August 31, 1959 Trust Through Edward M. Kennedy, excepted trust, no value disclosed; Arctic Royalty Limited Partnership, $50,001-$100,000, MFB Northern U.S. Govt. Money Market Fund, $15,001-$50,000; Domini Social Index Fund, $15,001-$50,000; Dreyfus Third Century Fund, $15,001-$50,000; T. Row Price Tax Free Income Fund, $50,001-$100,000; Vanguard International Equity Index Fund, $50,001-100,00; Vanguard Municipal Bond Fund, $50,001-100,000

Amount of Income from Publicly Traded Assets Greater than $200 -- Citizens Bank Accounts, $1-$200; Friends of Patrick J. Kennedy Loan Receivable, none; March 4, 1953 Trust Through Rose F. Kennedy, $1,001-$2,500; August 31, 1959 Trust Through Edward M. Kennedy, $15,001-$50,000; Arctic Royalty Limited Partnershp, $15,001-$50,000; Domini Social Index Fund, $1-$200; Dreyfus Third Century Fund, $1,001-$2,500; T. Row Price Tax Free Income Fund, $2,501-$5,000; Vanguard International Equity Index Fund, $1,001-$2,500; Vanguard Municipal Bond Fund, $1,001-$2,500; 1784 Federal Institutional US Treasury Money Market Fund, $201-$1,000; Merrimac Treasury Plus Sereies Investment Class Money Market Fund, $201-$1,000; MFB Northern US Government Money Market Fund, $2,501-$5,000

Transactions -- Domini Social Index Fund, Dreyfus Third Century Fund, T. Rowe Price Tax Free Income Fund, Vanguard International Equity Index Fund, Vanguard Municipal Bond Fund

Reimbursements Greater than $250 -- None

Liabilities Greater than $10,000 -- American Express Company Credit Card, New York, NY, $15,001-$50,000

Positions Held Outside of U.S. Government -- Battleship Massachusetts, Bradley Hospital, Independent World Commission on the Oceans, March of Dimes of Rhode Island, Mental Health Association of Rhode Island, Big Brothers of Rhode Island, Music School, Rhode Island Special Olympics, Joseph P. Kennedy, Jr. Foundation, Arctic Royalty Limited Partnership, Democratic Congressional Campaign Committee

U.S. Representative Patrick Kennedy -- for calendar year 1998 (filed May 15, 1999)

Speeches to Outside Organizations, with Honoraria Donated to Charities -- NA

Earned and Non-Investment Income -- NA

Value of Publicly Traded Assets Greater than $1,000 -- Citizens Bank Accounts, $1,001-$15,000; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $100,001-$250,000; Friends of Patrick J. Kennedy Loan Receivable, $50,001-$100,000; March 4, 1953 Trust Through Rose F. Kennedy, excepted trust, no value disclosed; August 31, 1959 Trust Through Edward M. Kennedy, excepted trust, no value disclosed; Arctic Royalty Limited Partnership, $50,001-$100,000

Amount of Income from Publicly Traded Assets Greater than $200 -- Citizens Bank Accounts, $1-$200; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $2,501-$5,000; Friends of Patrick J. Kennedy Loan Receivable, none; March 4, 1953 Trust Through Rose F. Kennedy, $1,001-$2,500; August 31, 1959 Trust Through Edward M. Kennedy, $100,001-$1,000,000; Arctic Royalty Limited Partnershp, $15,001-$50,000

Reimbursements Greater than $250 -- None

Liabilities Greater than $10,000 -- American Express Company Credit Card, New York, NY, $50,001-$100,000; Citibank Visa, Sioux Falls, SD Revolving Charge Account, $10,001-$15,000

Positions Held Outside of U.S. Government -- Battleship Massachusetts, Bradley Hospital, Independent World Commission on the Oceans, March of Dimes of Rhode Island, Mental Health Association of Rhode Island, Big Brothers of Rhode Island, Music School, Rhode Island Special Olympics, Joseph P. Kennedy, Jr. Foundation, Arctic Royalty Limited Partnership

U.S. Representative Patrick Kennedy -- for calendar year 1997 (filed May 14, 1998)

Speeches to Outside Organizations, with Honoraria Donated to Charities -- NA

Earned and Non-Investment Income -- NA

Value of Publicly Traded Assets Greater than $1,000 -- Citizens Bank Accounts, $15,001-$50,000; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $50,001-$100,000; Friends of Patrick J. Kennedy Loan Receivable, $50,001-$100,000; March 4, 1953 Trust Through Rose F. Kennedy, excepted trust, no value disclosed; August 31, 1959 Trust Through Edward M. Kennedy, excepted trust, no value disclosed; Arctic Royalty Limited Partnership, $50,001-$100,000

Amount of Income from Publicly Traded Assets Greater than $200 -- Citizens Bank Accounts, none-$200; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $1,001-$2,500; Friends of Patrick J. Kennedy Loan Receivable, none; March 4, 1953 Trust Through Rose F. Kennedy, $1,001-$2,500; August 31, 1959 Trust Through Edward M. Kennedy, $15,001-$50,000; March 4, 1953 Trust Through Rose F. Kennedy (trust terminated with corpus distribution), $5,001-$15,000; Arctic Royalty Limited Partnershp, $15,001-$50,000; State of Rhode Island Income Tax Refund, $201-$1,000

Reimbursements Greater than $250 --

Liabilities Greater than $10,000 -- John V. Tunney Promissory Note, Malibu, CA, $50,001-$100,000 (paid in full Dec., 1997); American Express Company Credit Card, New York, NY, $50,001-$100,000; Citibank Visa, Sioux Falls, SD Revolving Charge Account, $10,001-$15,000

Positions Held Outside of U.S. Government -- Battleship, Mass, Bradley Hospital, Democratic Congressional Campaign Committee, March of Dimes, Mental Health Association, Big Brothers of Rhode Island, Providence Music School, Rhode Island Special Olympics, Joseph Kennedy Foundation, Arctic Royalty Limited Partnership, Providence Performing Arts, Recycling for Rhode Island Education

 

 

HTML> Kennedy Financial Disclosure

U.S. Representative Patrick Kennedy -- for calendar year 1999 (filed May 11,2000)

Speeches to Outside Organizations, with Honoraria Donated to Charities -- NA

Earned and Non-Investment Income -- NA

Value of Publicly Traded Assets Greater than $1,000 -- Citizens Bank Accounts,$15,001-50,000; Friends of Patrick J. Kennedy Loan Receivable, $1,001-15,000; March 4, 1953 Trust Through Rose F. Kennedy, excepted trust, no value disclosed; August 31, 1959 Trust Through Edward M. Kennedy, excepted trust, no value disclosed; Arctic Royalty Limited Partnership, $50,001-$100,000, MFB Northern U.S. Govt. Money Market Fund, $15,001-$50,000; Domini Social Index Fund, $15,001-$50,000; Dreyfus Third Century Fund, $15,001-$50,000; T. Row Price Tax Free Income Fund, $50,001-$100,000; Vanguard International Equity Index Fund, $50,001-100,00; Vanguard Municipal Bond Fund, $50,001-100,000

Amount of Income from Publicly Traded Assets Greater than $200 -- Citizens Bank Accounts, $1-$200; Friends of Patrick J. Kennedy Loan Receivable, none; March 4, 1953 Trust Through Rose F. Kennedy, $1,001-$2,500; August 31, 1959 Trust Through Edward M. Kennedy, $15,001-$50,000; Arctic Royalty Limited Partnershp, $15,001-$50,000; Domini Social Index Fund, $1-$200; Dreyfus Third Century Fund, $1,001-$2,500; T. Row Price Tax Free Income Fund, $2,501-$5,000; Vanguard International Equity Index Fund, $1,001-$2,500; Vanguard Municipal Bond Fund, $1,001-$2,500; 1784 Federal Institutional US Treasury Money Market Fund, $201-$1,000; Merrimac Treasury Plus Sereies Investment Class Money Market Fund, $201-$1,000; MFB Northern US Government Money Market Fund, $2,501-$5,000

Transactions -- Domini Social Index Fund, Dreyfus Third Century Fund, T. Rowe Price Tax Free Income Fund, Vanguard International Equity Index Fund, Vanguard Municipal Bond Fund

Reimbursements Greater than $250 -- None

Liabilities Greater than $10,000 -- American Express Company Credit Card, New York, NY, $15,001-$50,000

Positions Held Outside of U.S. Government -- Battleship Massachusetts, Bradley Hospital, Independent World Commission on the Oceans, March of Dimes of Rhode Island, Mental Health Association of Rhode Island, Big Brothers of Rhode Island, Music School, Rhode Island Special Olympics, Joseph P. Kennedy, Jr. Foundation, Arctic Royalty Limited Partnership, Democratic Congressional Campaign Committee

U.S. Representative Patrick Kennedy -- for calendar year 1998 (filed May 15, 1999)

Speeches to Outside Organizations, with Honoraria Donated to Charities -- NA

Earned and Non-Investment Income -- NA

Value of Publicly Traded Assets Greater than $1,000 -- Citizens Bank Accounts, $1,001-$15,000; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $100,001-$250,000; Friends of Patrick J. Kennedy Loan Receivable, $50,001-$100,000; March 4, 1953 Trust Through Rose F. Kennedy, excepted trust, no value disclosed; August 31, 1959 Trust Through Edward M. Kennedy, excepted trust, no value disclosed; Arctic Royalty Limited Partnership, $50,001-$100,000

Amount of Income from Publicly Traded Assets Greater than $200 -- Citizens Bank Accounts, $1-$200; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $2,501-$5,000; Friends of Patrick J. Kennedy Loan Receivable, none; March 4, 1953 Trust Through Rose F. Kennedy, $1,001-$2,500; August 31, 1959 Trust Through Edward M. Kennedy, $100,001-$1,000,000; Arctic Royalty Limited Partnershp, $15,001-$50,000

Reimbursements Greater than $250 -- None

Liabilities Greater than $10,000 -- American Express Company Credit Card, New York, NY, $50,001-$100,000; Citibank Visa, Sioux Falls, SD Revolving Charge Account, $10,001-$15,000

Positions Held Outside of U.S. Government -- Battleship Massachusetts, Bradley Hospital, Independent World Commission on the Oceans, March of Dimes of Rhode Island, Mental Health Association of Rhode Island, Big Brothers of Rhode Island, Music School, Rhode Island Special Olympics, Joseph P. Kennedy, Jr. Foundation, Arctic Royalty Limited Partnership

U.S. Representative Patrick Kennedy -- for calendar year 1997 (filed May 14, 1998)

Speeches to Outside Organizations, with Honoraria Donated to Charities -- NA

Earned and Non-Investment Income -- NA

Value of Publicly Traded Assets Greater than $1,000 -- Citizens Bank Accounts, $15,001-$50,000; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $50,001-$100,000; Friends of Patrick J. Kennedy Loan Receivable, $50,001-$100,000; March 4, 1953 Trust Through Rose F. Kennedy, excepted trust, no value disclosed; August 31, 1959 Trust Through Edward M. Kennedy, excepted trust, no value disclosed; Arctic Royalty Limited Partnership, $50,001-$100,000

Amount of Income from Publicly Traded Assets Greater than $200 -- Citizens Bank Accounts, none-$200; 1784 Federal Institutional U.S. Treasury Money Market Fund through BSD, Boston, MA, $1,001-$2,500; Friends of Patrick J. Kennedy Loan Receivable, none; March 4, 1953 Trust Through Rose F. Kennedy, $1,001-$2,500; August 31, 1959 Trust Through Edward M. Kennedy, $15,001-$50,000; March 4, 1953 Trust Through Rose F. Kennedy (trust terminated with corpus distribution), $5,001-$15,000; Arctic Royalty Limited Partnershp, $15,001-$50,000; State of Rhode Island Income Tax Refund, $201-$1,000

Reimbursements Greater than $250 -- Cyprus Federation of America, Round trip air fare and lodging for August 25-29, 1997 trip to Athens, Greece; National Security Cacus Foundation, Round trip air fare and lodging for September 12-20, 1997 trip to Chile, Argentina, and Brazil

Liabilities Greater than $10,000 -- John V. Tunney Promissory Note, Malibu, CA, $50,001-$100,000 (paid in full Dec., 1997); American Express Company Credit Card, New York, NY, $50,001-$100,000; Citibank Visa, Sioux Falls, SD Revolving Charge Account, $10,001-$15,000

Positions Held Outside of U.S. Government -- Battleship Massachusetts, Bradley Hospital, Independent World Commission on the Oceans, March of Dimes of Rhode Island, Mental Health Association of Rhode Island, Big Brothers of Rhode Island, Music School, Rhode Island Special Olympics, Joseph P. Kennedy, Jr. Foundation, Arctic Royalty Limited Partnership