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Washington

Summaries of Senate financial disclosure forms

The Associated Press
Tucson, Arizona | Published: 06.14.2008
WASHINGTON — Here are summaries of the 2007 financial disclosure forms filed by Senate leaders, chairman and ranking members of Senate committees, and senators under scrutiny in ethics investigations.
Presidential Candidates
Sen. John McCain, R-Ariz., Republican presidential candidate and senior Republican Senate Armed Services Committee.
Earned income: $341,708.
Honoraria, all donated to charity: None.
Major assets: Checking account, $15,000-$50,000. Two bank accounts held with his wife, $2,000-$30,000.
Major sources of unearned income: Navy pension, $58,358.
Major liabilities: Credit card debt held jointly with his wife, $10,000-$15,000.
Gifts: None.
Narrative: McCain's wife is the heiress to a large Arizona beer distributorship and is estimated to be worth more than $100 million. Because of a prenuptial agreement, the wealth is in the names of her and their children. The disclosure forms make it impossible to pinpoint their exact worth; many assets held by her and her children are valued at simply over $1 million. Just over half of McCain's earned income — $174,955 — was from book royalties that he donated to charity, after commissions.
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Sen. Barack Obama, D-Ill., Democratic presidential candidate.
Earned income: $4.3 million.
Honoraria, all donated to charity: None.
Major assets: Northern Municipal Money Market Fund, $1 million-$5 million; U.S. Treasury notes, $500,000-$1 million.
Major sources of unearned income: Interest from money market fund, $15,000-$50,000.
Major liabilities: None.
Gifts: None.
Narrative: Obama's income increased significantly in 2007, as interest in his presidential campaign led to book sales. He earned more than $4 million from book royalties and used the money to make several new investments. He and his wife, Michelle, bought the money market fund in May 2007, then sold off $500,000-$1 million worth on July 26. The same day, the Obamas bought the Treasury notes and college savings plans for his two daughters, totaling $100,000-$250,000 each. Obama also reported that his wife resigned from the board of directors of Tree House Foods in May 2007, canceling all her stock options. She never exercised any of the stock options while serving as a director, according to the disclosure report.
Senate Leadership
Sen. Harry Reid, D-Nev., Senate majority leader.
Earned income: $183,500.
Honoraria, all donated to charity: None.
Major assets: 160 acres in Bullhead City, Ariz., $250,001-$500,000; Nevada land holdings and mining claims, $845,016-$1.975 million; More than two dozen school district, county and state bond funds, the three most valuable worth $100,001-$250,000 each.
Major sources of unearned income: Interest from bond and index fund investments, mostly in the $1,001-$2,500 range and never exceeding $5,000.
Major liabilities: Loan from the Harry Reid Ltd. law firm, $50,000-$100,000; credit line from Wells Fargo, $15,000-$50,000.
Gifts: A four-acre property in his hometown of Searchlight, Nev., from Ethel Martello, widow of longtime friend Vincent "Buddy" Martello.
Narrative: The Senate Ethics Committee approved the property gift to Reid, valued at $14,000. Martello gave Reid partial ownership of the property in exchange for legal help before Reid won election to Congress in 1982. The gift made Reid the full owner. Reid reported the total current assessed value of the property at $27,474. Martello, who died in 1994, had told his wife he wanted to transfer the balance of the ownership interest to Reid after his death.
Reid also got property from a hometown friend in 2005, when Barney Regan died and left Reid and his wife, Landra, his half-interest in the 18-acre Dubuque Mining Claim in Searchlight. The Reids already owned the other half. That gift was valued at $10,000.
Reid has owned portions of more than 200 acres of mining claims in Nevada for years, including old claims around his hometown of Searchlight. Their assessed value increased in 2007 from the $496,000-$1.39 million he reported in 2006.
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Sen. Mitch McConnell, R-Ky., Senate Minority Leader.
Earned income: $183,500.
Honoraria: None.
Major assets: Washington, D.C. rental property, $1 million-$5 million; mutual fund investments in a family trust, including three Vanguard funds, each $100,000-$250,000.
Major sources of unearned income: Rent, $5,000-$15,000; Family trust income, $7,500-$15,000.
Major liabilities: 15-year mortgage on Washington, D.C. property, held by McConnell's wife, $100,000-250,000, from Republic National Bank in Louisville, Ky., issued in 2003 at an interest rate of 4.625 percent.
Gifts: Crystal sculpture valued at $500, from the American Ireland Fund.
Narrative: McConnell's modest holdings are in a family trust and individual retirement account funds. The larger assets on his financial report are held by his wife, Labor Secretary Elaine Chao, including a Vanguard 500 index mutual fund worth $1 million-$5 million. McConnell holds uncompensated positions on boards of the University of Kentucky School of Law and Harvard Business School.
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Sen. Richard Durbin, D-Ill., Democratic Whip.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Residence in Springfield, Ill., $350,000: Thrift Savings Account, a retirement fund for federal employees, $346,234; Condo in Chicago, $310,000.
Major sources of unearned income: Capital gains on investments, $17,451; Dividends, $2,900.
Major liabilities: Mortgage on Springfield residence, $55,072; mortgage on Chicago condo, $202,838.
Gifts: None.
Narrative: Durbin, as he has done since becoming a member of Congress 25 years ago, provides the actual value of his assets and liabilities, rather than reporting the values within wide ranges, as required by law. He also releases his federal and state income tax returns.
Durbin's joint 2007 tax return showed his adjusted gross income increased almost $13,000 from 2006, to $253,665, including $85,182 his wife Loretta earned as a state lobbyist. She is an owner-founder of Springfield, Ill.-based Governmental Affairs Specialists. The firm does no business with the federal government.
Durbin claimed a $3,000 deduction for travel expenses as a member of Congress, as he did in at least the two previous years. The Durbins also took a deduction of $8,874 for gifts to charity. Durbin did divest himself of any interest in investments connected with Sudan, the North African nation Durbin and others have said is supporting a genocidal conflict in its Darfur region.
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Sen. Jon Kyl, R-Ariz., Republican Whip.
Earned income: $165,200
Honoraria, all donated to charity: none
Major assets: Three IRAs, each $100,000-250,000; Bank of America savings account, $50,000-100,000; Fidelity investment fund, $50,000-100,000.
Major sources of unearned income: None.
Major liabilities: None.
Gifts: None.
Narrative: Most of Kyl's assets are in individual retirement accounts, which were worth almost $550,000 at the end of 2007.
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<B>Leaders of Senate Committees<P>
Sen. Tom Harkin, D-Iowa, chairman Senate Agriculture Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Johnson & Johnson stock, $50,000-100,000.
Major sources of unearned income: Dividends on Johnson & Johnson stock, $1,001-$2,500.
Major liabilities: None.
Gifts: None.
Narrative: Harkin's wife, Ruth Raduenz, was employed by Houston-based ConocoPhillips, United Technologies Corp. of Washington, D.C., and paper and pulp company AbitibiBowater Inc. of Montreal with an unspecified salary and stock options from each. Her investment holdings include more than $1 million in United Technologies Corp. and in a money market fund. She also held investments worth $500,000-$1 million each in ConocoPhillips Corp. and in two mutual funds.
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Sen. Saxby Chambliss, R-Ga., senior Republican Senate Agriculture Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Southwest Georgia Financial Group stock, $50,001-$100,000; Gateway Capital investment fund, $50,001-$100,000; South Georgia Banking Company CD, $50,001-$100,000.
Major sources of unearned income: Interest from South Georgia Banking Company CD, $1,001-$2,500; interest from Gateway Capital fund, $1,001-$2,500; dividends from Southwest Georgia Financial Group stock, $1,001-$2,500.
Major liabilities: None.
Gifts: None.
Narrative: In 2006, when he was chairman of the Agriculture Committee, Chambliss reported being reimbursed for four domestic trips for farm-related speaking engagements. But after losing the gavel in 2007, he reported no travel. He reported no major transactions, except the sale of MetLife stock owned by his wife for $15,001-$50,000. Since 1996, Chambliss has been an honorary board member of the Georgia-based Camp Sunshine, a program for children with cancer.
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Sen. Robert Byrd, D-W-Va., Senate president pro tempore, chairman Senate Appropriations Committee.
Earned income: $213,500
Honoraria, all donated to charity: None.
Major assets: Individual retirement account, $100,000-$250,000. Insurance holdings $100,000-$250,000.
Major sources of unearned income: Interest on IRA, $5,000-$15,000. Rental home, $5,000-$15,000.
Major liabilities: None.
Gifts: None.
Narrative: The longest-serving senator in U.S. history, the 90-year-old Byrd never accumulated the wealth enjoyed by many of his Senate colleagues. Beyond his IRA, his main source of unearned income was rent from a house in Shepherdstown, West Virginia. He also reported $30,000 in income from a book.
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Sen. Thad Cochran, R-Miss., senior Republican, Senate Appropriations Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: A cabin in Oxford, Miss., $250,001-$500,000.
Major sources of unearned income: None.
Major liabilities: None.
Gifts: None.
Narrative: Cochran received roundtrip airfare from Washington to Boston, hotel and meals from the John F. Kennedy Library Foundation, Inc., in March 2007. He received ground travel and meals in Sonoma, Calif., from The Wine Institute in April 2007.
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Sen. Carl Levin, D-Mich., chairman Senate Armed Services Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: House in Washington, D.C, $774,120.; 1/9th undivided interest in commercial real estate in Birmingham, Mich., $317,300; half interest in 79 acres in Livingston County, Mich., $284,000; 10 acres in Livingston County, Mich., $120,000; two-thirds interest in 18 acres in Livingston County, $102,000.
Major sources of unearned income: Rent on commercial real estate in Birmingham, $21,022; Rent on a unit in personal residence, $7,546.
Major liabilities: None.
Gifts: None.
Narrative: Each year, Levin provides a precise breakdown of his assets instead of noting the broad ranges his holdings fall within, as required by law. He also details spending from his Senate office, including expenditures such as lunches and farewell gifts to staffers. Levin serves as a member of two limited liability real estate companies: Detroit-based LRS Co. and Birmingham, Mich.-based Levinson-Levin Properties.
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Sen. Christopher Dodd, D-Conn., chairman Senate Banking, Housing and Urban Affairs Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Cottage in County Galway, Ireland, $100,001-$250,000.
Major sources of unearned income: Rent from cottage., $5,001-$15,000.
Major liabilities: Mortgage on cottage, $100,001-$250,000.
Gifts: None.
Narrative: Dodd received a $78,893 advance from Crown Publishing Group in New York for his book "Letters from Nuremberg." His father was a prosecutor in the Nuremberg Trials. His wife, Jackie, has money market funds, IRAs and stock in companies including Blockbuster, Inc. and Brookdale Senior Living, Inc. She received director fees from Blockbuster, Inc., Cardiome Pharma Corp., the Chicago Board of Trade, Javelin Pharmaceuticals, Inc. and Brookdale Senior Living. She reported $15,001-$50,000 income from the sale of land in Wasatch, Utah.
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Sen. Richard Shelby, R-Ala., senior Republican Senate Banking, Housing and Urban Affairs Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: 48 shares of Tuscaloosa Title Co., $1 million-$5 million; Tuscaloosa house, more than $1 million; Washington, D.C., townhouse, more than $1 million; Bank CD's, $500,001-$1 million.
Major sources of unearned income: Dividends from Tuscaloosa Title Co., $100,001-$1 million.
Major liabilities: Wells Fargo mortgage on Tuscaloosa apartment complex, $1 million-$5 million. Loan from Regions Bank, $250,001-$500,000.
Gifts: None.
Narrative: Shelby transferred a portion of his 124-unit apartment complex in Tuscaloosa into a family trust on Dec. 31 2007, valuing the transfer at $500,001-$1 million.
Shelby's office said he would amend his report to clarify that he still owns the remainder of the complex, valued at $5 million to $25 million.
Shelby's wife also sold an IRA valued at $500,001-$1 million.
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Sen. Daniel Inouye, D-Hawaii, chairman, Senate Commerce, Science and Transportation Committee.
Earned income: $165,200.
Honoraria, all donated to charity: $74.
Major assets: Central Pacific Financial Corp. stock, $300,000-$600,000; Morgan Stanley money market fund, $50,001-$100,000; three-acre vacant lot in Fern Forrest, Hawaii, $15,001-$50,000; bank accounts, $16,000-65,000.
Major sources of unearned income: Capital gains on sale of Central Pacific Financial Corp. stock, $15,001-$50,000.
Major liabilities: None.
Gifts: None.
Narrative: Inouye received a Hawaii state pension of $1,257. His single biggest investment is in Hawaii-based Central Pacific Financial Corp., the holding company for the Central Pacific Bank, which says it was created in 1954 through a grass-roots effort by World War II veterans to help small businesses in Hawaii. Inouye is a World War II veteran who holds the country's highest award for military valor, the Medal of Honor. He is chairman of the board of governors of the nonprofit Japanese American National Museum in Los Angeles.
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Sen. Ted Stevens, R-Alaska, senior Republican Senate Commerce, Science and Transportation Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Blind trust, $500,001-$1 million; interest in Oklahoma oil wells, $50,001-$100,000; land in Matanuska-Susitna Borough, Alaska, $50,001-$100,000; investment home in Wickenburg, Ariz., $50,001-$100,000.
Major sources of unearned income: Blind trust, $50,001-$100,000; dividends from a Fidelity mutual fund, $15,001-$50,000.
Major liabilities: Legal fees owned to the Washington law firm Williams & Connolly, LLP, $15,001-$50,000.
Gifts: None.
Narrative: An ongoing Department of Justice investigation of Stevens hit him in the pocketbook in 2007. His lawyer, Brendan V. Sullivan, is a senior partner at Williams & Connolly. He is being investigated over repairs made at his home by VECO Corp., a company whose CEO has pled guilty to bribery charges in Alaska. The senator's home was raided by FBI and IRS employees in 2007. Stevens has denied any wrongdoing and has filed for re-election this fall.
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Sen. Jeff Bingaman, D-N.M., chairman, Senate Energy and Natural Resources Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Santa Fe, N.M., property, $500,000-$1 million; investment in North Caroline-based technology venture capital fund, $100,001-$250,000; Janus International Growth Fund, $50,000-$100,000; half interest in two tracts of land in Alamogordo, N.M., $15,001-$50,000 each; Aircell Inc. preferred stock, $15,000-$50,000.
Major sources of unearned income: Rent on Santa Fe property, $5,001-$15,000.
Major liabilities: Mortgage on Santa Fe property, $500,001-$1 million.
Gifts: None
Narrative: Bingaman's 100-page report contains multiple investment accounts owned by his wife, Anne Bingaman, or held jointly. Anne Bingaman owns a promissory note and an ownership interest in the Washington-based teleconferencing company, Soundpath Conferencing Services LLC, which is valued at more than $1 million.
Among the liabilities was $10,000-$15,000 in check overdraft protection with Citibank in Washington, D.C.
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Sen. Pete Domenici, R-N.M., senior Republican Senate Energy and Natural Resources Committee.
Earned income: $165,901.
Honoraria: None.
Major assets: Real estate partnership that owns commercial property in Albuquerque, N.M., $1 million-$5 million; a family real estate partnership with property in Albuquerque, $250,000-$500,000; basement rental apartment in Domenici's personal Washington, D.C., residence, $100,000-$250,000; and PNC Bank accounts, $100,000-$250,000.
Major sources of unearned income: Rent from the family partnership, $50,000-$100,000; rent from the real estate partnership, $15,000-$50,000; basement apartment rent, $5,000-$15,000; bank accounts interest, $2,500-$5,000.
Major liabilities: A mortgage of $1 million-$5 million on developed land and a building, held by American United Life Insurance Co. in Indianapolis, with an interest rate of 5.94 percent; a mortgage of $500,000-$1 million on undeveloped land, held by Los Alamos National Bank at an interest rate of 6 percent, which was paid off on March 19, 2007.
Gifts: None.
Narrative: Domenici's primary investments are in real estate in his home state. He is a partner in three real estate investment enterprises. Domenici is a director of the Nuclear Threat Initiative, a group that works to control weapons proliferation, that is co-chaired by his former Senate colleague, Sam Nunn of Georgia. Domenici also reported a book publishing arrangement with publisher Rowman & Littlefield for the book "A Brighter Tomorrow: Fulfilling the Promise of Nuclear Energy." He reported $701 in royalty fees last year from that arrangement.
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Sen. Barbara Boxer, D-Calif., chairwoman Senate Committee on Environment and Public Works; chairwoman Senate Ethics Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Blind trust with her husband, Stewart, $1 million-$5 million; Senate Federal Credit Union account, $15,000-$50,000; Westamerica Bank account, $15,000-$50,000.
Major sources of unearned income: Income from blind trust, $100,000-$1 million.
Major liabilities: None.
Gifts: None.
Narrative: Boxer was paid a $17,000 advance by Chronicle Books in 2007 to write a second novel. Her first, published by Chronicle in 2005, was a suspense novel called "A Time to Run," featuring a liberal senator much like Boxer and set mostly on Capitol Hill. Boxer's spokeswoman declined to reveal the plot of the new book and no publication date has been set.
A former Marin County supervisor, Boxer received $3,983 in pension payments from the Marin County Employees' Retirement Association.
Her husband, a lawyer and investor, had a three percent interest, valued at $222,000, in the sale of an office building in Oakland, Calif., last year.
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Sen. James Inhofe, R-Okla., senior Republican Senate Environment and Public Works Committee.
Earned income: $165,200.
Honoraria: None.
Major assets: Individual stock holdings, each worth $50,000-$100,000, in AT&T, JPMorgan Chase, Microsoft, Occidental Petroleum, Procter & Gamble, Suncor Energy and Yum Brands; Dean Witter Dividend Growth fund, $50,000-$100,000; apartment in his Washington, D.C., home, $100,000-$250,000.
Major sources of unearned income: AT&T stock dividends, $2,500-$5,000; apartment rent, $5,000-$15,000; rent from the Padre Co., a real estate firm, $15,000-$50,000.
Major liabilities: A 25-year adjustable-rate mortgage of $100,000-$250,000, held by Liberty Savings in Enid, Okla., issued in 1995 with a 6.5 percent interest rate.
Gifts: None.
Narrative: Most of Inhofe's holdings are in individual stocks, which also include blue chips like American Express, Apple Computer, Bank of America, Burlington Northern Railroad, Cisco Systems, EBay, FedEx, General Electric, Google, Novartis, Pepsico, Qualcom, Time Warner, Wynn Resorts and Walt Disney. His wife also owns commercial real estate in Tulsa valued at $250,000-$500,000. Inhofe reported the sale of Guaranty Abstract Co. on Jan. 5, 2007, for $1 million-$5 million. He reported at least $54,300 in capital gains on stocks sold in 2007.
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Sen. George Voinovich, R-Ohio, senior Republican Senate Ethics Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Numerous public bonds issued by the state of Ohio and Ohio counties, cities and school districts.
Major sources of unearned income: Ohio Public Employees Retirement System pension, $50,001-$100,000.
Major liabilities: None.
Gifts: None.
Narrative: Most of Voinovich's unearned income came from his public employee pension in Ohio. Voinovich is a former Cleveland mayor and a former Ohio governor.
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Sen. Max Baucus, D-Mont., chairman Senate Finance Committee
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Stock in Lockheed Martin Corp., Qwest Communications International Inc., Valero Energy Corp. and other companies, all less than $15,000 each; U.S. Treasury Bonds, $15,001-$50,000; Mineral interest in Sieben Ranch in Montana, less than $1,000.
Major sources of unearned income: Interest and dividends from investments, none more than $15,000.
Major liabilities: Line of credit with SunTrust Bank, $50,001-$100,000.
Gifts: None.
Narrative: Baucus holds his stocks in a blind trust, where investment decisions are made by an adviser without his input or approval. His trust in 2007 sold stock holdings in 11 companies, including Genentech Inc. and Ratheon Co., for $1,001-$15,000 each. The trust made stock purchases in 12 companies, including Colgate Palmolive Co., worth $1,001-$15,000 each.
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Sen. Charles Grassley, R-Iowa, senior Republican Senate Finance Committee.
Earned income: $165,200.
Honoraria, all donated to charity: $2,000.
Major assets: Farm land in Butler County, Iowa, six tracts, each valued at $250,000-$500,000, three tracts, each valued at $100,000-$250,000; Investments in mutual funds, annuity, individual retirement accounts, life insurance, $200,000-$400,000.
Major sources of unearned income: Income from trust and certificate of deposit, $2,000-$5,000.
Major liabilities: Farm contract with Larry and Sandra Bass of New Hartford, Iowa, $100,000-$250,000.
Gifts: None.
Narrative: Grassley has widely diversified investments in stock, bonds and money markets accounts. His most valuable investments are in farm land located in his home state. He has served as chairman of the Face It Together Coalition, an educational nonprofit based in Des Moines, since October 1999. His wife, Barbara, works at Chambers, Conlon & Hartwell in Washington. She reported a mutual fund investment valued at $100,000-$250,000 and five other fund and annuity investments valued at $50,000-$100,000.
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Sen. Joseph Biden, D-Del., chairman Senate Foreign Relations Committee.
Earned income: $298,200.
Honoraria, all donated to charity: $400.
Major assets: Several bank accounts, mutual funds and insurance policies.
Major sources of unearned income: Income from various mutual funds, dividends from Massachusetts Mutual Life Insurance Co. policies, $2,501-$5,000.
Major liabilities: Loans against cash value of life insurance policies, $15,001-$50,000; loan co-signer to pay for son's college expenses, $15,001-$50,000; line of credit, J. Wilmington Savings Fund Society, $100,001-$250,000.
Gifts: None.
Narrative: Biden collected $112,500, the second half of his advance, for delivering the manuscript of his book, "Promises to Keep," to publisher Random House in July 2007. He also earned $20,500 in teaching stipends from Widener University. The unsuccessful presidential candidate appeared on "Real Time with Bill Maher" and "The Late Show with David Letterman" last year, collecting $200 appearance fees for each that went to charity.
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Sen. Richard Lugar, R-Ind., senior Republican Senate Foreign Relations Committee.
Earned income: $165,372.
Honoraria, all donated to charity: $2,000.
Major assets: Money market account, $100,001-250,000; Life insurance policy, $100,001-250,000; 300 shares of stock in Lugar Stock Farm, Inc., in Indianapolis, $100,002-$200,000.
Major sources of unearned income: $8,455 in unearned income from Lugar Stock Farm, Inc.
Major liabilities: Two personal loans against life insurance cash value, $15,001-50,000 and $50,001-$100,000.
Gifts: None.
Narrative: Lugar received $172.48 in book royalties from Authorhouse Publishing Company. Lugar and his wife took four overseas trips paid for by the Aspen Institute to attend the conferences sponsored by the institute — in February to San Juan, Puerto Rico, in May to Ljubljana, Slovenia, in August to Berlin, Germany and in November to Liberia, Costa Rica. He also was reimbursed for two nights lodging in Orlando, Fla., while attending a student leadership conference for Beta Theta Pi fraternity. He donated $2,000 to charity from his speech to the Youth Federation for World Peace International. Lugar sold 12 Fidelity Cash Reserve accounts during 2007, each worth $1,001-$15,000.
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Sen. Edward Kennedy, D-Mass., chairman Senate Committee on Health, Education, Labor and Pensions.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Four Kennedy family trust funds, $20 million-$100 million; Blind trust, $1 million-$5 million.
Major sources of unearned income: Earnings from Kennedy family trust funds, $400,004-$4 million; Blind trust earnings, $100,001-$1 million.
Major liabilities: Mortgage on Hyannis Port, Mass. property, $1 million-$5 million.
Gifts: None.
Narrative: Kennedy received $40,000 in book royalties for "America Back on Track." The proceeds will go to charity. He also received $50,001-$100,000 in rental income for a home in the Kennedy family compound at Hyannis Port, Mass., that was once owned by his brother, former President John F. Kennedy. Sen. Kennedy bought the property four years ago for $3 million from his niece, Caroline Kennedy Schlossberg, and her husband. Kennedy's wife, Victoria Reggie Kennedy, has undeveloped land in Lafayette, La. worth $500,001-$1 million. Kennedy owns a parking space in Boston that he rented for $1,001-$2,500.
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Sen. Michael Enzi, R-Wyo., senior Republican Senate Health, Education, Labor and Pensions Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Retirement funds, $115,001-$315,000; Mutual funds, $100,001-$250,000; U.S. Senate Federal Credit Union Account, $100,001-$250,000; Bank Account, $50,001-$100,000; Municipal, corporate and government bonds, $250,001-$500,000.
Major sources of unearned income: Retirement income, $12,000; Interest and dividends from investments, none more than $5,000.
Major liabilities: None.
Gifts: None.
Narrative: Enzi's assets increased after the April 2007 death of his mother, Dorothy, from whom he received an inheritance. His yearly retirement income is from Black Hills Corp., an energy company where he worked from 1992-1996.
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Sen. Joseph Lieberman, I-Conn., chairman Senate Homeland Security and Governmental Affairs Committee.
Earned income: Earned income: $189,200.
Honoraria, all donated to charity: None.
Major assets: Mutual fund, $250,001-$500,000; Commercial Metals Co. stock, $100,001-$250,000.
Major sources of unearned income: Interest on mutual fund shares, $5,001-$15,000. Connecticut state pension, $13,333.
Major liabilities: None.
Gifts: None.
Narrative: Lieberman received $24,000 in trustee's fees as manager of a family trust. He also listed travel expenses paid by Greenfield Hebrew Academy in Atlanta for his participation in a panel discussion. His wife, Hadassah, received $44,000 in fees for speeches to Los Angeles Holocaust Monument, Yad-Layeled in London, United Jewish Community of Broward County in Florida and the Jewish Federation-Rockland County in New York.
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Sen. Susan Collins, R-Maine, senior Republican on the Homeland Security and Governmental Affairs Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Two individual retirement accounts, each worth $100,001-$200,000; Senate Federal Credit Union savings account, $15,001-$50,000; Bangor Savings Bank account, $15,001-$50,000; Annuity deferred compensation plan, $15,001-$50,000.
Major sources of unearned income: None.
Major liabilities: None.
Gifts: None.
Narrative: Collins beat her own record from 2007 for one of the shortest financial disclosure forms filed. In 2007, her form was three pages. Collins' 2008 form was only two pages.
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Sen. Jay Rockefeller, D-W.Va., chairman Senate Intelligence Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Blind trusts, $80 million-$125 million; stock in Rockefeller Financial Services Inc., $500,001-$1 million.
Major sources of unearned income: From blind trusts, $2 million-$11 million.
Major liabilities: United National Bank loan, $5 million-$25 million.
Gifts: None.
Narrative: Rockefeller, heir to vast family wealth, is well-off in his own right. Besides his six-figure Senate salary, his annual household income includes at least $330,000 from his wife's job as president and chief executive of the WETA public broadcasting stations in Washington and about $358,000 in compensation for her role on PepsiCo's board of directors. Her many holdings include more than $1 million in PepsiCo stock. Jay Rockefeller last year served as a volunteer adviser to 16 nonprofits. They range from several in his home state, such as the Discover the Real West Virginia Foundation, to groups with international interests, like the Japan-United States Friendship Commission in Washington, D.C.
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Sen. Christopher Bond, R-Mo., vice chairman Senate Intelligence Committee.
Earned income: $165,200.
Honoraria, all donated to charity: $1,000.
Major assets: Trust under his parents' will, $100,000-$250,000; stocks, mutual funds, money market accounts and retirement accounts, $165,000-$747,000.
Major sources of unearned income: Monthly state pension of $3,300 from his years as Missouri's governor, auditor and assistant attorney general.
Major liabilities: None.
Gifts: $2,195.75 in "activities," local transportation and food from the Waterfall Committee, a Virginia charity, for attending an event to benefit the Breast Cancer Detection Center of Fairbanks, Alaska.
Narrative: The cancer benefit Bond participated in is an annual three-day fishing trip at an exclusive Alaskan resort. Senate rules do not allow Bond to accept reimbursement for transportation to Alaska or lodging, since the event was not connected to his work in the Senate.
Most of Bond's assets are held in a trust from his parents' will. The larger assets on his financial report are held by his wife, Linda Bond, who works at a political fundraising firm. Bond received $772 from the sale of chestnuts from his six-acre chestnut tree farm at his home in Mexico, Mo.
The honoraria he donated to charity was for being keynote speaker at an American Bar Association meeting on April 16, 2007.
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Sen. Patrick Leahy, D-Vt., chairman Senate Judiciary Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Cash management account, $15,000-50,000; Bank savings account, $15,000-50,000; Stock fund, $15,000-50,000.
Major sources of unearned income: Interest and capital gains from cash management account, $1,001-$2,500.
Major liabilities: None.
Gifts: None.
Narrative: Leahy, a big fan of Batman, will appear in this month's new Batman movie "The Dark Knight." The movie's production company, 2006 Film Services LLC, donated $2,000 to the Kellogg-Hubbard Library in Montpelier, Vt. for Leahy's appearance. Leahy's wife, Marcelle Pomerleau Leahy, received an unspecified consulting fee from Student Achievement of Washington, D.C. Leahy is a member of the board of trustees of New York-based nonprofit World Hunger Year. He and his wife were flown roundtrip to Portland, Ore., by the University of Portland in April, 2007 for a speaking engagement at a university conference on religious freedom.
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Sen. Arlen Specter, R-Pa., senior Republican Senate Judiciary Committee.
Earned income: $165,200.
Honoraria, all donated to charity: None.
Major assets: Retirement bond fund, $1 million-$5 million; stock index fund, $500,001-$1 million; New Jersey rental property, $1 million-$5 million.
Major sources of unearned income: Interest on retirement bond fund, $50,001-$100,000; interest from stock index fund, $15,001-$50,000; City of Philadelphia pension, $10,223.
Major liabilities: None.
Gifts: None.
Narrative: The Aspen Institute paid for lodging for Specter and his wife to attend the Aspen Ideas Festival in Colorado in July 2007. Specter lists a blind trust in the name of his wife, Joan. The trust has a value of $250,001-$500,000. Joan Specter received a salary of than $1,000 from the National Constitution Center and from Bancorp. She also receive a pension of more than $1,000 from the city of Philadelphia.
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