Gregory R. Schaaf
2012Initial
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What was filed
40
investments
2
positions
1
gifts
3
agreements
0
debts
1
reimbursements
2
income
3
spouse income
Named parties
- Lexington (Kentucky) Humane Society
- God's Pantry Food Bank (Lexington, KY)
- EXEMPT {INITIAL REPORT)
- EXEMPT (INITIAL REPORT)
- Bingham Greencbaum Doll LLP; partnership draws; distributions
- Greenebaum, Doll & McDonald PLLC: distributions
- ACS Hillingdon Intemational School, Hillingdon, Middlesex, England, College Counselor, Salary
- Sayre School, Lexington, KY, College Counsclor/tcacher, Salary
- Lush Cosmetics, NY LLC, Lexington, KY, Sales Clerk. Hourly
As filed
Republic Bank, Cash Account — Int/Div — Exempt
General American Life (whole life) — None — Exempt
Bingham Greenebaum Doll (see Part VIII) — istnibution — Exempt
Greenebaum Doll & McDonald (see Part vin — Distribution
Old Retirement Account-BMO Retirement Services (no control)
BMO Prime Money Market — None — Exempt
Ouakmark Equity & income — None — Exempt
T. Rowe price Growth Stock FD — None — Exempt
Fidelity Div Int] — None — Exempt
New Retirement Account - Hilliard Lyons (risk based)
ARTIX (mvestor cl) — Int/Div — Exempt
DODGX (Stock) — Int/Div — Exempt
AEPFX (CL F2) — Int/Div — Exempt
HAINX (Insti Ch) — Int/Div — Exempt
OHYFX (Select Ch — Int/Div — Exempt
SBPYX (Clearbridge Small Cap Growth Clty — Int/Div — Exempt
PARSX — None — Exempt
PELPX (Local Bond CL P) — Int/Div — Exempt
PTTPX (CLP) — Int/Div — Exempt
PFBPX (Bond Hedged C1 P) — Int/Div — Exempt
TRBCX (Blue Chip Growth) — Int/Div — Exempt
PRSVX (Value) — Int/Div — Exempt
HIEMX (Markets Opportunities CL 1) — Int/Div — Exempt
STDFX (Cap Growth Admin CL) — None — Exempt
ESIDX (Int'l Bond Admin Cl) — Int/Div — Exempt
Federated Auto'd Gov't Money Trust — None — Exempt
Federated Auto'd Gov't Money Trust — None — Exempt
CSCO — Int/Div — Exempt
CSCO — Int/Div — Exempt
TIAA-CREF (Retirement)
TIAA Tradl — None — Exempt
CREF Stock — None — Exempt
TIAA Real Estate — None — Exempt
CREF In'l Linked Bond — None — Exempt
VANGUARD (Investment)
VFIAX — Int/Div — Exempt
VEXAX — Int/Div — Exempt
WMMXX — Int/Div — Exempt
VBTLX — Int/Div — Exempt
VTIAX — Int/Div — Exempt
Member, Board of Directors, Lexington (Kentucky) Humane Society
Member and Vice President, Board of Directors, God's Pantry Food Bank (Lexington, KY)
Gift — EXEMPT {INITIAL REPORT)
Agreement — 2012 — Bingham Greenebaum Doll LLP Limited Partnership Agreement (partner: terminated upon employment w/ Court: capital a of termination date repaid Dec 2012)
Agreement — 201112 — Greenebaum Doll & McDonald Retirement Plan (participant only; all funds withdrawn Nov/Dec 2012; stayed under old firm name)
Agreement — 2011 — Greenebaum Doll & McDonald Operating Agreement (member; terminated upon merger with another law firm, became # partnership (see also Part VII)
Reimbursement — EXEMPT (INITIAL REPORT)
Income — 2012 — Bingham Greencbaum Doll LLP; partnership draws; distributions — $220. 668.50
Income — 2011 — Greenebaum, Doll & McDonald PLLC: distributions — $263,641.00
Spouse's income — 2012 — ACS Hillingdon Intemational School, Hillingdon, Middlesex, England, College Counselor, Salary
Spouse's income — 2012 — Sayre School, Lexington, KY, College Counsclor/tcacher, Salary
Spouse's income — 2012 — Lush Cosmetics, NY LLC, Lexington, KY, Sales Clerk. Hourly
Personal Information, Item 5{a): | understand this filing also satisfies my annual report obligation as it covers the period through 12/31/2012. If that is not correct,
please (a) treat it us my annual report; or (b) let me know what | need to do. Thank you.
Part VII, lines 3 and 4: This is my capital investment in my former law firm. 1 show on two lines because the firm merged with another firm at the beginning of
2012 and changed from a professional limited liability company (a membership interest) to a partmerhip, My capital interest ceased effective when 1 moved to the
bench. The capital investment was repaid in carly December 2012.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.