UNITED STATES HOUSE OF REPRESENTATIVES 2017 FINANCIAL DISCLOSURE STATEMENT For Use by Members. Officers. and Employees Form A HAND DELIVERED LEGISLATIVE I3 HM I5 PH 322 {1.3.1435? Tu?g??amms M0 Joseph Kennedy Daytlme Telephone: 202-225-5931 Amman): snub-lunged against any men mamas. 3m: MA orncam Emma: Stafl'FlerT sums HauseoTRapmmam um Employee sum MAME Amentl'nent um DahoITwnha?on: PRELIMINARY INFORMATION - ANSWER EACH OF THESE QUESTIONS . You No W?gm'm?gwg?m? You No exceeding??oommerepu?ngperbd? . - mm.qu Ya No Ya No reporungporbd? u. He Mid ?0 ATTACH THE CORRESPONDING SCHEDULE IF YOU ANSWER IPO AND EXCLUSION OF SPOUSE. DEPENDENT, OR TRUST INFORMATION - ANSWER EACH OF THESE QUESTIONS MWWMEMMWW. Yes No Hawyouoxcludodtmm musicalslommp?on? Ya CINE SCHEDULE A - ASSETS a. um: Joseph P. Kennedy 9.9. 2 a. 29 un?t-ca me? ms me? . MIWWMW V?uoofm m?lm Mountain? mm Mad: can! In.? lat ummdmuhdummummamumum. mm at I'll! mmumm Fud?ummh mild mumuum math) "me Minimum? or ?in?ation!? mailman. chat no mm rut-venom sold. TRUST name"! 3 i Hm. 31.001.515.600 am mum Sam-Same mam-mom mom-51m WNW Malon- Typo oil-mu w. Prim a nun my Sin-$1M 31.0mm mm 55.001415.? mm seam-51mm: ?mun-mum I )1 i 1 JT mdmAcowMS?(ulfmd .9 sp Wells Farg? Bank Accounts SP Vanguard (IRA) sole asset: Vanguard Star Fund JT SCHEDULE A - ASSETS Name: Joseph P. Kennedy Page 3 of 29 andIor Income sources Value of Aunt Mu.PMm?thm $1 saw-mm,? cum ?new ?31mm 51.001415.? mono mm Tm cl ham mm JT Mien! PLC Advansix Inc. Agilent Technologies Inc. Amazon Com Inc. Avaionbay Comm Inc. Com Chubb Ltd. CVSICaremark Corp. Corn Deere 8; Co. Corn Disney Co ECOLAB Inc. Com General Co. Intl Inc. lnteI Corp. Marriott Int! Inc OLA Madtron'lc PLC McDonaIds Com SCHEDULE A - ASSETS 8: Namg: Joseph P. Kennedy Page 4 of 29 A Aunt andlor Income Bowen Value of Asset Transaction Mmm?m? two.s.mwhmamhm} Mummw?n?m NONE Oval 31 131-815 mo 315301-050? semi-31mm 82500014500000 550030141330? 31 mom-35.0mm uncommon OW 739.00 mm mm Metllfe Inc. Manson Corp. Com Nestle A Spousal-w ADR Rockwell Autum?m INC Texas hetruments Inc. Com United Parcel SeMoe CLS Verizon Comm Inc. Wells Fargo 00. Eagle Midcap Fund Alphabet Inc. CL A Alprei Inc. CL 0 United Technologies Corp. Govemmem Mamet Fund IRA (SPAXX) SCHEDULE A ASSETS UNEARNED INCOME Joseph P. Kennedy Home: Page 5 of 29 BLOCK A Asset ondlor Income Source Type of Income Amount of Income lw.1e..mbmamm1 ?mm-am on: Type of home scum-31mm sum-51mm rm :1 ammo WWI-850900.000 0H CAPITAL TRUST 81 mam 815901-380,? mm Trust UleD Frances B. Reuch FBO Sheila R. Kennedy Assets Include: 55m hit us Trees a. so Labs PLO TM Mhoueer Busch Amazon Com Inc. Com Analog Devices Inc. 313ch Dickinson 8. Co. Chevron Corp CHUBB Ltd. Coca Cola Grown Goalie Int} 00. REIT Dom&Co.Com SCHEDULE A ASSETS 8: UNEARNED INCOME Joseph P. Kennedy Name: Page_5_of_29_ I Value of Asset Amount of Incomo mam-31.0mm MC ?mammo- mmum Oval ??lmn 32.50145.? NONE mm RENT INTEREST mm": TRUST WNIJIOOM 51 31 ?31-815.? sum-amt smm?mm Disney 8: Co. Ecolab Inc. Com Faaebook Inc. CL A General Electric Co. Honeywell Intl. Inc. JP Chase 3. On. Corn Johnson Com mnlolt Intl Inc. Medlronic PLO McDonalds Corp. MetlJIe Inc. mama? Corp. Com Nude SA Sponsored ADR Nextera Energy Inc. P?aar Inc. Procter and Gamble Co. SCHEDULE A ASSETS Name: ?399? P- Kennedy Page I of 29 A Amount of lnoomo munc?on And! andlor Income Scum Stem-515.000 snow-31mm WNIWOM :1 mam-35,000,000 Steinem-mm.? manna-850mm NONE DMDENOS REIT um mmum ta. Imam or Faun I'm) 51 001-32300 mam-56.000 ism-515.000 315301-560.? mom-61mm mom-31.0mm mam mum loan on 51.0mm Schlumbemar Ltd. Rockwell Automation Inc. Texas Instruments Ina Corn United Parcel Sewloes CL Wain-Ian Stones Inc. Com Waste Inc. Del Com Verizon Communications, Inc; wars CL A Alphabet CL Brighthouse anancial Inc. End of Trust UIIND FBO Sheila R. Kennedy Use additional shuts Emma]: roqulnd. SCHEDULE A ASSETS 8: Nam; Joseph P. Kennedy Page a of 29 A BLOCK BL Asset andror hcome Scum Amount of Income Transaction mom-51.0mm Over?ow.? but all: man over 51.000,? swam (spell: 1mm? orFIrnl'Imo} 32501914500300 WHIMM urn?perm matured manna-mm Ow mm REIT mm WWI) TRUST mom-um seam-6mm ?mm-ammo amour-woman Tax Exempt Trust UIW Frances B. Rauch flblo Sheita Ram Kennedy and Assets Include: State Street Bank 8: Trust Brandy Trust Milli-Strategy Corrumn Trust Fund Brandy Trust Global Corn Tr Fd Trustsu Eq Moral! Trust Global Partners END ofTrust UM of Frames 8. Ranch ?Ftleris bene?ciary andhasneverrecelved any inoomefrom this trust. Fierhas disclosed 100% oftheessetsoftho Irustthathaveavelue In excessof??oo. Uaeoddl?onal shoots Immense-19mm SCHEDULE A - ASSETS 8: "ma: Joseph P. Kennedy Page 9- 012.19? BL Amount of Income A but andlor Income Source 0.9.. mumu?mm'n} ?55.000,? mam-mum 81003014250300 W141 MM ?Mini-EM.? sesame-5.0mm macaw-950mm Ovu- tempt? ??81 new NONE DMDENDB RENT INTEREST 3cm ?I'm 51301-52500 3mm 314001415900 mm Tax Exempt Trust UIW of R. Stewart Rauch flblo Shale Rauch and Her Descendants? Assets Include: State Street Bank a. Trust Trust Common Trust Trult alucind Id Trust Global Com TR Eq Partners. Tm LP RStewartReuch *Filer is a discretionary bene?ciary and has never received any Income from this trust. Filer has disclosed 100% of the assets at the trust that have a value in excess of $1.000. SCHEDULE A -- ASSETS 8; Name: Joseph P. Kennedy Page 10 Of 29 A Asset andlor hcome Source Type of Income MC And m" Typed Incum- (Evenly: 04. or Finn I'm} sum-52m 32.5mm mam-mm seam-swam mum-mom: swam 55301-315300 DMDENDB RENT NTEREST TAX-DEW ??1615.? seem-61mm mom-mm 900.000 Eleanor G. Brewster Trusl" WA dated121191936 B. Rm Sheila Ranch Kennedy and Descendants Muss: Slate Street Balkan Trust Eaton Vance Smel Cap Fund Abbott Labs Accenure PLC Merit PLC Inc. CL A Ahhabet Inc. CL Amazon lnc. Ted?nologies Devices Inc. *Filer is a discre?enary bene?ciary. Filer has discbsed 100% of the assets of the trust that have a value in excess of $1,000. There were no distrbu?ons during 2017. SCHEDULE A ASSETS 8: UNEARNED Joseph P. Kennedy Name: 989' 1-1 A Asset andlor Income Source :1 1131-315.? 815901-6509? isom-SMM mom-51.0mm $1M.mm on 139. um 0.9.. mum-85mm Our mum mum-manom- Busch Communities Inc. Celgene Corp. Castle Inn REIT Walt Co. Ell&L?ly General Electric Sclenoes Inc. JP WChmam. SCHEDULE A - ASSETS 8: Joseph P. Kennedy Ill 12 of 29 Amount of Income Transaction A BLOCK BL Asset andlor Income Some. Value of Asset Type of Income mun-unmanumm $1,001.515mo 315,001-550,000 semi-51w MOMS-51 MM 51mm mm 0a WNW We Aunt and! MW NONE OW REIT WIN. ems Wm TAX-DEFERRED om mum. (Spool): to. or Full have] ?maxim-55mm Over 35.0mm Marriott Intl Inc OLA McDonalds Com. Merck 3 Co. MetLlfe Brighthouee Financial Inc. Manson Mondeloz Intl. Oracle Systems Corp. Procter 8. Gamble Co. Rodcwoll International Corp. LTD. UnIIed Parcel Services Wei Mort Stores Mluod?p Technobgy Inc. Verizon Comm Uuoddl?onalshehllmonmulanmnd. SCHEDULE ASSETS 8n Moot ondtor Income Source 81901-315000 515,001-850,000 mmummom mm: Nextera Energy Inc. Management Inc. Nestle SA Sponsored ADR Trust Gobi! Common 1m Brandy Trust Strategy Common Trust Brandy Trust Private Equity LP (2003) men so we up Trust Special Equltles LP Wine Private Equity Partners LP Wine Private (2006) LP Trust Global Partners Us. Ono-mm Name: Joseph P. Kennedy Ill of 29 BLOCK Type of Income OMTypiothm Ml?.mmugmm DNDENN Mme BLOCK Amount of Income Iluvuwwu 51m 81.001.52.500 82501-65300 5.001415.? Mom-mum ?monumental: Wm.? memMS1.m.ow Tmuctton SCHEDULE A ASSETS Aim and!" Income Baum Amount of Inm- 7mm OM Typu ll. ileum or Full: hm) MAI-II mm our 31 MW 31?? MM gimmI-?GMM INTEREST CAPITAL ems TRUST mm Moot-51mm 51.001.315.000 saws-8mm mm Wine Prhrata Equity Fathers (200?) LP Wine Private Fathers (2008) LP Brandy Wine Private Wine Private Equity LP Wine Private Equ?y Partnets 1 LP Wine Mate LLC Wlna Prime (2014) LP Brandy Wine Private Equity Patina: (2018) LP SCHEDULE A ASSETS 8: Joseph P. Kennedy lpag. 15 of 29 scam-mm mum-mam mam-mom mm mm moo magnum 351300901425pr Olaf Typed I'm 0-9.. Pam-mp hem or Fm my macaw: mm mm hunt- our 51mm 51 001-815 one mam-mm mm Brandy Wine Private Equ?y Partners (2017) LP Brandy Wine Privata Equity Farmers Yorktown: Series 2006 Wine Private Equily Partners Series 2008 Wine Private Equity ?manna-rm 13AM 131N193 Lh? 11-16 HI SCHEDULE A ASSETS 8s Joseph P. Kenn edy Ill 16 of 29 Name: A 8 Val"! of Asset Amount of Incom- Auot andIor Income Source og.,mman m; MAI-duh km? $1,000.00? vacuum-65mm 35mm SIWM mm swam-3250.000 mam-35mm mallow-mm All!? 51.0mm- TAX-DEFERED dim 615301?850.? seam?1m mam-rm UM dated as such may?: mun-hm Street Bank aTrust Eaton Vance Small Cap Fund Accenture PLC Ireland Anion! Tadmologles Amazon INC Anheusa: Busch Chub!) Ltd. Coca Cola Company 0mm Castle Intl REIT DeeraaCo. 'F?arlsadiscra?onary beno?dary and Msnwerraeemd any Ila addlloml shah ?more space Isroqulrod. SCHEDULE A ASSETS A Anal and!? Income 8m. 515,001-550,000 ?1 Disney Walt Co. Ewiab Inc. Facebook Inc. CL A Republic San Fran General Elect-i0 Co. Sciences Inc. Townobay Com. Devices Inc. Man?lolt In? Inc. CL A Corp. Medlmnic PLC Metler Inc. Financial Inc. Manson Con). P?zer Procbt 8: Gamble 00. Use mam shoots Huron space I: muhd. 0.55m Joseph P. Kennedy Ill of mm: Amount of Incom- dhoomo 81mm mm 81590160900 9509014190900 Sim-515M ?mum-assume Our mm SCHEDULE A - ASSETS a. UNEARNED Joseph P. Kennedy 13 of 29 Name: A Asset andtor Income Source mun-1m Mover 81m :1 Jam-mm ?aw-550.005 ?901-61 M900 :1 mm-umomo enema-u 51mm mm mm Other Type of km (W. to. Pam-w am my 5509014109300 mum-61.000300 Tm NONE RENT mum mm Rockwell Intl Corp. Sdrlumberger Ltd. United Parcel Service Wal Mart Stores Waste Manaaunem Inc. Dot Wols Fargo and Compaw Verizon Communications Adient PLC Tmet Mutt! Strategy Common Trust Fund Trust Gotd Scum rm: and Abbott Labs CL A CL Celgene SCHEDULE A ASSETS 8. Name: Joseph P. Kennedy Page 19 of 29 BLOCK A Aunt andior income Source TYPO of law. Amount 01' Income {m.1n.mhcom?mm sum-51mm MM NONE mm REIT mam 1mm OMTyp-dm ?Ni-5100.000 mum-mum mam-51mm 51m Wham.? mm Nextera Energy Inc; of Gauge 3. Brewster UIA 121211934 Line 4-16 Intentionally lei! blank Us. um snub if man 5pm I: roqulnd. SCHEDULE A ASSETS 8. UNEARNED INCOME Joseph P. Kennedy Name: Page 20 of 29 A Asset andfor Income Source Amount of Income 0.9.. PM walnut mm} What I'm. out 9mm TRUST 1mm W131i 11 km mom-mm Ow 55.0mm NONE DNDENDO REIT CAPITAL 81.001415m 51 000 001-5 mama TrustWWOf" sm- Ranch Kimmy-II Her Descendants Include: Street Bank Trusi Tm- See on: ?nd PLO lmIand PLC Technologies Inc. CLA Communities 'Rapraoontsadisl?bmlon S. Brewster. Floris andhas manhood UNEARNED INCOME JosePhP?Kennedym [Page 21 Nan-Io: A Asset andlor Ineomo Source Amount of Income Illwvuwwqu? 9509016100900 WAN-61500900 :1 ammo mm TRUST TAX-DEFERRED {m 3100mm Our mm mm mm Mum $1,000.00? Chubb Lid. Crown Casue Int! REIT Carammk Co. Walt Co. Emb Inc. Mobil Corp. Faoebook inc. CL A Corp. ?auditions! shuts "monum- II nqulml. SCHEDULE ASSETS UNEARNED INCOME Joseph P. Kennedy Page g2 of 29 A Asset andlor Income Source Amount of Incomo 0! mm amt-mm) ham-moon ?mom-65.000900 ?ammo MM I'll km 31m TAX-DEFERRED 3? ?gs 5- 23$ 3 5 Microdip Technoiogies Inc. Intl. Nana's Rodmell Int} Corp. JX 008 me. Wells Fargo and Comm"? SA Sponsonad ADR 'rruu club-I Comm 'l?r Fd Bandy Trust Mull Smog! Trust Fund Trust Sp! Eq LP Trust Global Parlnars End of Residuary Trust UM of George S. Brewstu Usuddi?onalshuhlfmonlmh?wl?d- SCHEDULE TRANSACTIONS Nam: Joseph P. Kennedy, . 1 mm,? rpm: TIIPO of Tl'lnuctlo? Date Amount of Transac?On chic to! or 01 km. em lull eme-n you. your: mac. or dependent alarm. or on mamdemmn mm. law Ma amdmuuhmummwwuumam m. I ha "0:21.359-99Mient PLC (Page 3. Item 1) 1I6r2017 Adienl PLO (Page 5. Item 6) 11642017 Celgene Corp (Page 7. Item 11) 51912017 Adient PLC (Page 10. Item 11) 11322017 Celgene Corp (Page 11, Item 3) 5116;2017 Gilead Sciences (Page 11. Item 15) 5116(2017 Brighthouse Ftnandal Inc. (Page 12. Item 5) Received $412017 has a resuit oi MetLIfe (Page 12, Item 4) SPIN OFF Brandy Wine Private Equity Partners (2013A) (Page 14 12!31!2017 Item 12) merged back to Brandy Wine Private Equity Farmers (2013) (Page 14. Item 10) Brandy wine Private Equity Partners (2017) LP 51111201? (Page 15. Item 1) Initial Capital Contribution Brandy Wine PrIvate Equity Partners Yorktown 1331(201 Series 2006 (Page 15, Item 3) receipt of Interest from Brandy Wine PrIvate Equity Partners (2006) LP (Page 13, Item 14) Brighthouee Fmanctel Inc. (Page 1. Item 12) Recelved BI4I2017 as a result of MetLife (Page 6. Item 11) SPIN OFF SCHEDULE TRANSACTIONS Nam: Joseph P. Kennedy in Page Tarp. of Traneec?on Date Amount of Transaction did lethal-Illicit! Well at heard Mlle um mu-WMMade-nmm A a .I Ii. Word-cl minim! minim [only My ultetwedtutcecllen I as ?:damn Asset a, liq-Mm sans Brandy Wine Private Equity Partners Yorktown 121312017 SeriesZOOMPege 15. Item 5) receiptofintereetfmm - Brandy Wane Private Equity Partners (2005) LP (Page 14.1m 3) Brandy Wine PrNete Equity Partners Yorktown 12!31!2017 Seuss 2012 (Page 15. Item 7) recebl oflnteneet from Brandy Wme Private Equly Partners (2012) LP (Page 14. Item?) Gilead Sciences (Page 17. Item 6) 51612017 Linear TechnologyCoerege 17. Item 7) 3t?14r2017 Analog Devices Inc (Page 17. Item 3) received as 3.149017 result of Linear Technology Corp (Page 17. Item 7) Merger . Brighihouee Financial Inc. (Page Item 13) received $412017 as a resul of (Page Item 12) SPIN OFF Celgene Corp (Page 18. Item 15) 5i18i2017 Mien! PLO (Page 20. Item 10) Gilead Sclencee Inc. (Page 21. Item 11) 5f1?i2017 SCHEDULE - EARNED INCOME 25 o, 29 Name: Joseph P. Kennedy I Pm Forum.? EXCLUDE: INCOIE INCOME: The2018lmitie 528.060. Source (include date of receipt for honoreria) ?pe Amount mm a MFA National Partnership For Women and Families Washington, DC Spouse Salary WA Neighborhood Villages Inc. Jamaica Plain, MA Spouse salary SCHEDULE - LIABILITIES ?ame: Joseph P. Kennedy Page 26 at 29 period. you Amount of Liability 5 3 I Date sp. Liability WT Creditor Incurred TypeoiLIainlty WMWM.M.DE 3 JT Wells Fargo Bank, NA. 09/2016 Mortgage of Personal Residence, MA SP Aspire Resources, Des Moines, lA? 09/2006 studentLoa? SP Harvard University, Cambridge, OQROOS 3W1 Paid in full during year SCHEDULE POSITIONS or muff? run-mandm -- -. mmnm. . held in . Position Name of agitation Member Board of Directors Robert F. Kennedy Human Rights (formerly Robert F. Kennedy Memorial) Director Robert F. Kennedy Children's Action Corps. Member Board of Directors Sooner Foundation Member Advisory Board ?gham and Women's Hospital - Ann Romney Center for Neurologic_Diseases Member Senior Advisory Committee Harvard University Institute of Politics Member Board of Trustees Kennedy Center for the Performing Arts MWsMImwhi-m SCHEDULE - AGREEMENTS 27 29 Nam: Joseph P. Kennedy Ill Pic. of ?who: maintained byafornmanmlow. Date Parties to Agmmant Terms of Agreement NONE SCHEDULE 6 -- GIFTS Exclude: ems andgi?stoaspomor Gl?svd?mwheaf?s?or Source Dose?p?on Value m: I W-WMWVA NONE SCHEDULE TRAVEL PAYMENTS and REIMBURSEMENTS "mm Joseph P. Kennedy I Page 28 0,29 Whammpe?od. Diacloouraianquhadrogmlaaof Mruwoxpomumpaiddimc?ybym child byfodaml. EXCLUDE: Travel-mum expenses provided Iho?lar. sane- mam-cunt? ?m7 mm? dem mm Earth: mu NONE wmmummbm. SCHEDULE I - PAYMENTS MADE TO CHARITY IN LIEU OF HONORARIA Joseph P. Kennedy HI m, 29 a, 29 A Source Activity Date Amount mam Wash DC Speech Feb. 2. 2017 32.000 xwo Aug. 13. 2017 $500 NONE