Gregory R. Schaaf

2012Initial

Ask Donna

Pull out the substance of this filing.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.