UNITED STATES HOUSE OF REPRESENTATIVES Page 1 will FINANCIAL DISCLOSURE STATEMENT '3 RESGURCE CENTER . For use by candldates and new employees PerIod covered: January 1, 2013_ - It}: 23 PH 7-2 itii?liilgi?aigitagger . . . If: t; IATIVES Name: Marianne Daytime Telephone 6 a (Office Use Only) Candidate for the Date of Check if Filer I House of Representatives District: Election: Amendment A #200 penal? be assessed Status New of?cer or agalnst any IndIVIduaI who ?les employee Employing Office: more than 30 days late. In all sections, please type or print clearly in blue or black ink. PRELIMINARY INFORMATION ANSWER EACH OF THESE QUESTIONS l. Did you or your spouse have ?earned? income salaries or IV. Did you hold any reportable positions on or before the date fees) of $200 or more from an source in the reporting period? Yes No I of filing In the current calendar year or in the met two years? Yes I No I If yes, complete and attach chedule l. .. If yes, complete and attach Schedule IV. II. Did you. your spouse, or a dependent child receive ?unearned? income of more than $200 in the reporting period or hold any \I?thDid you have any r?eportable agreement or arrangement - utside entity. reportable asset worth more than $1,000 at the and of the periodyes, complete and attach Schedule II. I I II and m? Schedu'e V- Ill. Did you. your spouse. or a dependent child have any report- VI. Did you receive compensation of more than $5.000 from . able liability (more than $10,000) during the reporting period? Yes No I a Single source in the 900' years? Yes No I If yes, complete and attach Schedule If yes, complete and attach Schedule VI. Each question in this part must be answered and the appropriate schedule attached for each ?Yes" response. EXCLUSION OF SPOUSE, DEPENDENT, OR TRUST INFORMATION ANSWER EACH OF THESE QUESTIONS regarding ?Qualified Blind Trusts? approved by the Committee on Ethics and certain other ?excepted trusts? need not be disclosed. Have you excluded from this report details of such a trust benefiting you. your spouse. or a dependent child? Yes No Have you excluded from this report any other assets, ?unearned? income, transactions, or iiabifities of a Spouse or dependent chi-'0? because they meet all three tests for exemption? Do not answer ?yes? unless you have first consulted with the Committee on Ethics. Yes I No SCHEDULE EARNED INCOME (INCLUDING HONORARIA) mmMarianne Williamson List the source, type, and amount of earned income from any source (other than the filer?s current employment by the US. Government) totalling $200 or more during the preceding calendar year. For a spouse, list the source and amount of any honoraria; ?list only the source for other spouse earned income exceeding $1,000. See examples below. Exclude: Military pay (such as National Guard or Reserve pay), federal retirement programs. and benefits received under the Social Security Act. Source (include date of receipt for honoraria) Type Amount Corporation, Houston, TX Salary Currentzzasgo Filing Exams: aim? W: is I Harris County, Texas Public Schools Spouse Salary NA NA Harper Collins Publishers Book Advance $1,650 $512,500 Brilliance Audio, Inc. AUCIIO Advance 0 $12,750 Harper Collins Publishers Royalties Advance $60,048 $48,943 Hay House Royalties Advance $44,249 $85,328 Random House Royalties Advance $9,928 $5,277 iAmplify Royalties Advance $18,018 $24,848 The Ford Group Royalties Advance $5,980 $27,813 Pearson Penguin Group Royalties Advance $2,059 $2,174 Temple Emanuel Honorarium 0 $5,000 Amazon.corn Referral Fees $1 ,842 1 81 Better Listen, LLC Royalties Advance $14,689 $20,340 Nightengale Conant Royalties Advance $569 $2,223 Womens Journey Conference/Foundation Honorarium $5,000 $2,500 The Chopra Center for Well Being LLC Honorarium 0 $8,000 Stanford University Honorarium 0 $3,000 This page may be copied if more space is required. SCHEDULE EARNED INCOME (INCLUDING HONORARIA) mmMarianne Williamson pageLorl?l List the source, type, and amount of earned income from any source (other than the filer?s current employment by the US. Government) totalling $200 or more during the preceding calendar year. For a spouse, list the source and amount of any honoraria; list only the source for other spouse earned income exceeding $1,000. See examples below. Exclude: Military pay (such as National Guard or Reserve pay), federal retirement programs, and benefits received under the Social Security Act. . . Amount Source (include date of receipt for honorarla) Type Current Year to Filing Preceding Year Corporation, Houston. TX Salary 56,300 $23,450 Exampm. I First Bank a Trust, Houston, Tx Directors Fee $400 $3,200 Trade Association, Chicago. ll. (Rec?d December 2) Honorarium 0 $1,000 I Harris County, Texas Public Schools Spouse Salary NA NA Healing Journeys Honor ar ium 0 $3,000 Costa Mesa Church of Religious Science Honorarium 0 $2,500 Unity Church of Pasadena Honorarium 0 $200 Merrill Honorarium 0 $3,000 The Shift Network Honorarium 0 $1,500 Pachatusan, LLC Honorarium 0 $20,000 Speak Inc. Honorarium $1 1 ,250 $3,750 Holistic MBA, LLC Honorarium 0 $20,000 Cedars-Sinai Medical Center Honorarium 0 $5,000 Center for Spiritual Living Honorarium $15,243 $4,488 Self Produced Events Honorarium $557,151 $390,438 Alternatives Honorarium $23,536 $18,054 Alchemy Honorarium 0 $773 Hay House Honorarium 0 $50,509 Barbara Allenardro Honorarium 0 $10,000 This page may be copied if more space is required. SCHEDULE EARNED INCOME (INCLUDING HONORARIA) List the source, type. and amount of earned income from any source (other than the filer?s current employment by the US. Government) totalling $200 or more during the preceding calendar year. For a spouse, list the source and amount of any honoraria; list only the source for other spouse earned income exceeding $1,000. See examples below. Exclude: Military pay (such as National Guard or Reserve pay), federal retirement programs, and benefits received under the Social Security Act. . . Amount Source (Include date of receipt for honorarla) Type Current Year to Filing Preceding Year XYZ Corporation, Houston, TX Salary $6,300 $28,450 Examples First Bank Trust, Houston, TX Director's Fee $400 $3.200 . XYZ Trade Association, Chicago, IL (Rec'd December 2) Honorarium 0 $1,000 Harris County, Texas Public Schools Spouse Salary NA NA Mishka Productions Honorarium 0 $18,000 Unity of Naples, inc. Honorarium 0 $12,000 Yoga Spa Magazine Honor arium 0 $12,500 Heaven at Home, LLC Honorarium 0 $1 1,181 Seed Graduate Institute, NM Honorarium 0 $8,000 Sally's List, Inc. Honorarium 0 $2,500 Sterling International Honorarium 0 $5,000 Alliance for the Mentally Ill Honorarium 0 $5,000 Tibet House Honorarium 0 $5,068 Self Produced Events Product Sales $36,167 $64,830 Dublin Church Road Greystones Event Honorarium 0 $4,158 Pulse Productions Honorarium $10,000 0 Agape International Spiritual Center of Truth Honorarium $1 ,500 0 Miracle Distribution Center Honorarium $3,000 0 The Worldwide Forgiveness Alliance Honorarium $500 0 This page may be copied it more space is required. 10 SCHEDULE EARNED INCOME (INCLUDING HONORARIA) umMarianne Williamson Pages?OTB List the source, type, and amount of earned income from any source (other than the filer's current employment by the us. Government) totalling $200 or more during the preceding calendar year. For a spouse, list the source and amount of any honoraria; list only the source for other spouse earned income exceeding $1,000. See examples below. Exclude: Military pay (such as National Guard or Reserve pay), federal retirement programs, and benefits received under the Social Security Act. . . . Amount Source (Include date of receipt for honorarla) Type Current Year to Filing Preceding Year XYZ Corporation, Houston, TX Salary $5,300 $28,450 Examples: First Bank Trust, Houston, TX Director?s Fee $400 $3,200 XYZ Trade Association, Chicago, IL (Flec'd December 2) Honorarium 0 $1,000 Harris County, Texas Public Schools Spouse Salary NA NA Unity Church of Christianity Honorarium $14,088 0 New Vision Center for Spiritual Healing Honorarium $8,150 0 Renaissance Unity HonorariUm $10,000 0 Cruz Bay Publishing Honorarium $7,500 0 Unity of Chicago Honorarium $8,631 0 Mile Hi Church Honorarium $18,000 0 Life Chiropractic College West Honor arium $12,500 I 0 can LLP Royalties 0 $4,500 Evolving Wisdom LLC Af?liate Commission $12,405 $14,207 Stephen Dinan Af?liate Commission $281 0 Powerful Events Honorarium $12,258 0 Jane Stephenson Honorarium $3,491 0 Burchard Group LLC Honorarium $20,000 0 Sharp Healthcare Foundation Honor arium $7,500 0 This page may be copied if more space is required. SCHEDULE II ASSETS AND INCOME NameMarianne Williamsonlpmiof?l BLOCK A Asset and/or Income Source Identify each asset held for investment or production of income with a fair market value exceeding $1,000 at the end of the reporting period. and any other reportable asset or sources of income which generated more than $200 in ?uneamed? income during the year. Provide complete names of stocks and mutual funds (do not use ticker symbols}. For all IRAs and other retirement plans (such as 401(k) plans) provide the value tor each asset held in the account that exceeds the reporting thresholds. For rental or other real property held for investment. provide a complete address or a description. ?rental property,? and the city and state. For an ownership interest in a privately-held business that is not publicly traded, state the name of the busi- ness. the nature of its activities, and its geographic location in Block A. Exclude: Your personal residence. including second homes and vacation homes (miess there was rental BLOCK 8 Value of Asset indicate value of asset at close of reporting year. If you use a valuation method other than fair market value, please specify the method used. if an asset was sold during the report- ing year and is included only because it generated income, the value should be ?None.? *This column is for assets solely held by your spouse or dependent child. BLOCK Type of Income Check all columns that apply. For retirement accounts that do not allow you to choose speci?c investments or that generate tax- deferred income [Such as 401(k) plans or IRAs). you may check the rrant-Deferred"column. Divideruls, interest, and capital gains, even it reinvested, must be dis- closed as income. Check ?None? if the asset generated no income during the reporting period. BLOCK Amount of Income For assets for which you checked ?Tax-Deferred" in Block C. you may check the ?None? column. For all other assets, indicate the category of income by checking the appropriate box below. Dividends, Interest, and capital gains, even if reinvested, must be disclosed as income. Check ?None? if no income was earned or generated. This column is ior income derived from assets solely held by your. spouse or dependent child. ABCDEFGHIJKLM Current Year Preceding Year income during the reporting period): any deposits total- :3 *8 ing $5,000 or less in personal checking or savings E, 8 accounts; and any ?nancial interest in. or income 8 LI: :5 (5 derived from. a federal retirement program. including 6 8 8 the Thrift Savings Planincome souroe is that at your spouse (SP) or depen08933886885 (?208g ooggoggog ?qoowgwa?e 2-3 aggag 8% goga?fqg 0333509 to (GEO .- ociudr-aoe animal-ease oswmwiu'sgg ?gg?ge gwlilee59s3 Mega Corp. Stock 00. Examples: it Schuster Indefinite Finalise JT tstBankofPaduceh,KYacoomts Please see attached SCHEDULE ll - ASSETS AND INCOME BLOCKA: ASSETAND OR INCOME SOURCE NV SHS SPON OF AMER CORP ST ST NATIO ST PUB WKS 3RD REV FGIC ST REF ST REFDG ST VAR PURP GEN OBLG DEUTSCHE BK CONTENT ENTERPRISE PRODUCTS PARTNER LP MLP GROUP NV PERP DEBT SECURITIB CHASE CAPTTAL KINDER MORGAN ENERGY PARTNERS LOS ANGELES CA USD PARTNERS LP PLAINS ALL AMER PIPELINE LP UNIT LTD PARTNERSHIP INT MLP PLUM CREEK TIMBER CO RMA CAL MONEY FD 3M CO SE INC BLACKROCK INC SOCIAL INVESTMENT BOND FUND CLASS A NATL RAILWAY CO CAD FAIR LP DEP UNIT DIAGEO PLC NEW GB SPON ADR ROCK ENERGY PARTNERS LTD ENTERPRISE PRODUCTS PARTNER LP MLP ELECTRIC CO INC CL A FLOATING RATE FUND GASSA DEPOT INC INC GROEP NV CORP BUSINESS MACH ENERGY LLC UNITS REPSTG LTD LIABILITY CO INTS INC CL A CORMICK CO NV CORP STANLEY GRID PLC NEW SPON ADR A SPONSORED ADR BERMAN SOCIALLY RESPONSIVE FUND CLASS A CREEK TIMBER CO INC REIT INC GAMBLE CO INC $59,000,000 Asset over $1,000.00? BLOCK C: TYPE OF INCOME DIVIDEND DIVIDEND INTEREST INTEREST INTEREST INTEREST INTEREST INTEREST DIVIDEND DIVIDEN DS DIVIDEND INTEREST DIVIDEN DS INTEREST DIVI DEN DS DIVI DEN DS GAINS DIVI DENDS DIVI DENDS DIVI DENDS DENDS DIVI DENDS DIVI DENDS CAPITAL GAINS DIVIDENDS LDIVI DENDS DIVIDENDS DIVIDENDS DIVIDENDS DIVIDENDS DIVIDENDS DIVIDENDS DIVIDEN DS DIVIDEN DS DIVIDENDS DIVIDEN DS DIVIDEN DS DIVIDENDS DIVIDENDS DIVI DENDS INTEREST DIVI DENDS DIVI DENDS DIVI DENDS 1- CAPITAL GAINS CAPITAL GAINS DM DENDS DIVIDENDS DIVIDENDS Current Year 3100: D: AMOUNT OF INCOME Marianne Williamson Page 7 of 10 I I SCHEDULE ll - ASSEIS AND INCOME Marianne Page 8 of 10 BLOCKD: BLOCK A: ASSET AND ORINCOME SOURCE ROCHE HLDG LTD SPONS ADR ADR INSTRUMENTS UNITED PARCEL SERVICE INC CI. US BANCORP DEL SER PREFERRED CLBI. PAR VALUE CORP GROUP PLC NEW SPON FOODS MARKETE INC VERT SOCIAL INVESTMENT BOND FUND CLASS A NATIONAL ROO-IDALE SOCIALLY RESPONSIBLE CL DOMINI INTERNATIONAL SOCIAL CLASS A CLEAN EDGE GREEN INDEX FUND INC CL A ISHARES MSCI KLD 400 SOCIAL NEUBERGER BERMAN RESPONSIVE FUND CLASS A PARNASSUS INCOME FUND UBS RESERVES FUND WHOLE FOODS MARKET INC GROWTH FUND A GROWTH FUND OF AMERICA - A PERSPECIWE FUND A MUTUAL FUND A INCOME FUND OF AMERICA BALANCED FUND A 4250,0013 -$500.000 $25,000,000 Mm our $1,000.00? BLOCK C: AMOUNT OF INCOME TYPE OF INCOME DWI DENDS DIVIDENDS DIVIDENDS DIVI DENDS DIVI DENDS DIVIDEN D5 AX-DEFFERRED AX-DEFFERRED AX-DEFFERRED AX-DEFFERRED AX-DEFFERRED AK-DEFFERRED AX-DEFFERRED AX-DEFFERRED AX-DEFFERRED AX-DEFFERRED AX-DEFFERRED AX-DEFFERRED XX XX Current Year our XX Income WEI NameMarianne Williamson pa, 9_ :12 SCHEDULE Ill LIABILITIES Report liabilities of over $10,000 owed to any one creditor at any time during the reporting period by you, your spouse, or dependent child. Mark the highest amount owed during the reporting period. Exclude: Any mortgage on your personal residence (unless there is rental income); loans secured by automobiles, household furni- ture, or appliances; liabilities of a business in which you own an interest (unless you are personally liable); and liabilities owed to a spouse, or the child, parent, or sib- ling ol you or your spouse. Report revolving charge accounts credit cards) only if the balance at the close of the previous calendar year exceeded $10,000. Amount of Liability Date SP. Liability ABCDEFGHIIJK DC, Creditor Incurred Type Of Liability 1 '8 ?1v-o v-0 808.933. ng marvear ea. 8.8. 8.3? 3-8? . - Example: First Bank of Wilmington, DE May 1998 Mortgage on 123 Main Street, Dover. DE Simon Schuster 12/13 Refund of advance KI. Chase - British Airways Card 12/14 Credit card account American Express 12/14 Credit card account SCHEDULE IV POSITIONS Report all positions, compensated or uncompensated, held on or before the date of filing during the current calendar year and in the two prior years as an offi- cer, director, trustee, partner, proprietor, representative, employee, or consultant of any corporation, company, firm, partnership, or other business enterprise, any nonprofit organization, any labor organization, or any educational or other institution other than the United States. . Exclude: Positions listed on Schedule positions held in any religious, social, fraternal, or political entities (such as a political party or campaign organization); and positions solely of an honorary nature. Position Name of Organization Board Member Results, lnc. Use additional sheets if more nuance is ranuimd- SCHEDULE AGREEMENTS NameMarianne Williamson ?9,1303 Identify the date, parties to. and general terms of any agreement or arrangement with respect to: future employment; a leave of absence during the period of government service; continuation or deferral of payments by a former or current employer other than the US. Government; or continuing participation in an employee welfare or ben- e?t plan maintained by a former employer. Date Parties To Terms of Agreement SCHEDULE VI IN EXCESS OF $5,000 PAID BY ONE SOURCE Report sources of such compensation received by you or your business af?iiation for services provided directly by you during the two prior years. This includes the names of clients and customers of any corporation, firm. partnership, or other business enterprise, or any nonprofit organization it you directly provided the services generating a fee or payment of more than $5,000. Exclude: Payments by the US. Government and any information considered confidential as a result of a privileged relationship recognized by law. Do not repeat information listed on Schedule I. Source (Name and Address) Brief Description of Duties Evampie: I Doe Jones at Smith. Hometown, Hornestate Accounting services Rutgers University, New Brunswick, NJ Honorarium Studio Maui, Maui, HI Honorarium GPO: 2013 70?995 (mac)