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sfi.db/filings 38580 James Morton 2023 2023-01-01T00:00:00   1 Statement of Financial Interests for 2023 Morton James (617) 878-0224 james.morton@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2023. You indicated that you had no dependent child(ren) residing in your household at any time during 2023. Page 1 of 18 Juvenile Court Department, Administrative Office Deputy Court Administrator 05/06/2013 Juvenile Court Department, Administrative Office Deputy Court Administrator 05/06/2013 Juvenile Court Department, Administrative Office Deputy Court Administrator 05/06/2013 Juvenile Court Department, Administrative Office Deputy Court Administrator 05/06/2013 Juvenile Court Department, Administrative Office 3 Center Plaza, 7th Floor, Boston, MA, 02108, US Deputy Court Adminstrator 05/06/2013 Juvenile Court Department, Administrative Office 3 Center Plaza, 7th Floor, Boston, MA, 02108, US Deputy Court Administrator 05/06/2013 Juvenile Court Department, Administrative Office 3 Center Plaza, Boston, MA, 02108, US Deputy Court Adminstrator 05/06/2013 Administrative Office of the Trial Court (AOTC) 1 Pemberton Square, Boston, MA, 02108, US Senior Assistant Judicial Policy 07/16/2018 Administrative Office of the Trial Court (AOTC) 1 Pemberton Square, Boston, MA, 02108, US Sr. Assistant-Judi cial Policy 07/16/2018 Page 2 of 18 Administrative Office of the Trial Court (AOTC) 1 Pemberton Square, Boston, MA, 02108, US Senior Assistant Judicial Policy 07/16/2018 Administrative Office of the Trial Court (AOTC) 1 Pemberton Square, Boston, MA, 02018, US Senior Assistant Judicial Policy 07/16/2018 Administrative Office of the Trial Court (AOTC) 1 Pemberton Square, Boston, MA, 02108, US Sr. Assistant-Judi cial Policy 07/16/2018 to which you provided services, at any time during 2023, whether compensated or not, and whether full- or part-time. services, at any time during 2023, whether compensated or not, and whether full- or part-time. any time during 2023, whether compensated or not, and whether full- or part-time, and provide the required information 6. Identify any Business from which you were on a leave of absence at any time during 2023, and provide its address. Page 3 of 18 an employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not, Gund Partnersip 47 Thorndike street, Cambridge, MA, 02141, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2023, and during 2023, and provide the required information for each. dependent child(ren) residing in your household during 2023, and provide the required information for each. 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2023, whether Page 4 of 18 an officer, director, or trustee, at any time during 2023, whether compensated or not, and whether full- or part-time, and Page 5 of 18 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2023, F, S/C F, S/C Page 6 of 18 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, 2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate 31, 2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2023, and provide the required Page 7 of 18 was a beneficiary, at any time during 2023, and provide the required information for each piece of Real Estate transferred. Page 8 of 18 2023, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the Real Estate Address Mortgage Receivable Mortgage Receivable Mortgage Receivable F, S/C F, S/C Nature of Interest Name of Trust Mortgage Receivable Page 9 of 18 greater than $1,000, on which, as of December 31, 2023, your spouse and/or any dependent child(ren) residing in your agencies, and authorities, which you owned directly or through a Business, as of December 31, 2023, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2023, and which Page 10 of 18 agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which you were a beneficiary, whether agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2023, and which and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, Page 11 of 18 27. Identify every Financial Investment that was owned as of December 31, 2023, by a Trust of which you were a December 31, 2023, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Page 12 of 18 than $1,000 was owed as of December 31, 2023, where the creditor (person who loaned you the money) is not, by blood Metro Credit Union 200 revere beack parkway, Chelsea, MA, 02150, US 30 years 4.25 2048 Metro Credit Union 200 Revere Beach Parkway, Chelsea, MA, 02150, US 30 years 4.25 2048 The Money Source P.O. Box 650094, Dallas, TX, 75265 0094, US 30 years 2.87 2050 PPH Mortgage PO Box 5452, Mount Laurel, NJ, 08054 5452, 30 years 2.875 2050 PPH Mortgage PO Box 5452, Mount Laurel, NJ, 08054, US 30 years 2.875 2050 PPH Mortgage PO Box 5452, Mount Laurel, NJ, 08054, US 30 years 2.875 2050 Page 13 of 18 Primary Residence, on which more than $1,000 was owed as of December 31, 2023, which you were obligated to pay and 31, 2023, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2023, IF the person to whom household owed as of December 31, 2023, if the person to whom your spouse and/or any dependent child(ren) residing in Page 14 of 18 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2023, residing in your household and were forgiven at any time during 2023, excluding debts forgiven by a person who is, by blood 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2023 by any legislative you received at any time during 2023 from any person having a direct interest in a matter before the governmental body by Page 15 of 18 residing in your household at any time during 2023 by any legislative agent or executive agent (lobbyist). provided to your spouse and/or dependent child(ren) residing in your household at any time during 2023 by any person 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2023 by any person having residing in your household at any time during 2023 by any person having a direct interest in a matter before the Page 16 of 18 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2023, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2023? Page 17 of 18 I, James Morton, certify under the pains and penalties of perjury that: Submitted: 02/02/2024 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023 Page 18 of 18    
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