Timothy Dore
2016Annual
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Pull out the substance of this filing.
What was filed
27
investments
0
positions
1
gifts
1
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Part VIL
- Part VII
- Oregon State Bar
- DP: Chase
- DP: Bank of America
- Wood & Jones P.S. - DP's salary for legal services. See Part VIII
As filed
DP: Investment Real Property, Baggs, WY — Rent
Chase (bank accounts) — Interest
E-Trade (bank accounts) — Interest
E-Trade (brokerage account) (H)
Cash — Interest
Ryan Retirement Plan & Trust (H)
MamStay Large Cap Growth — Int/Div
Schwab S&P S00 Index — Int/Div — Sold — Part VIL
Vanguard 500 Index Fund Adm — Int/Div — Buy — Part VII
American Beacon Small Cap Value — Int/Div
Goldman Sachs Growth Opportumnes — Int
Eagle Small Cap Growth — Int/Div
American Funds EuroPacific Growth — Int/Div
Janus Balanced S — Int./y
DP: Vacant Land, Cody, WY (50% interest in two lots) — None
DP: Whole Life insurance - New York Life — Int/Div
DP: IRA - Fidelity Destiny Plan — Int/Div
DP: Bank of America (bank accounts) — Interest
DP: Chase (bank accounts) — Interest
Race Horse ( Thanksforusking) — Rovalty — Sold — Part VIL
Race Horse (Shared Life) — Rovalty — Buy — Part VIL
Race Horse (Shared Life) — Sold — Part VII
Race Horse (Big Discovery) — Rovalty — Buy — Part VII
Race Horse (Big Discovery) — Sold — Part VII
Race Horse (Snatch the Candy) — None — Buy — Part VII
California Race Tracks (deposit account) — None
Loan receivable from MRP, Inc., Michael Richendifer and Raymond Poore — None
Gift — Oregon State Bar — Registration fee for 29th Annual Northwest Bankruptcy Institute — $440.00
Agreement — 12123/09 — Ryan Retirement Plan and Trust (retirement plan with former law firm (Ryan, Swanson & Cleveland, PLLC)) - See Part VIII
Liability — DP: Chase — Mortgage on rental property in Baggs, Wyoming
Liability — DP: Bank of America — Credit card/Limne of credit
Spouse's income — 102006 — Wood & Jones P.S. - DP's salary for legal services. See Part VIII
1
Part II, tem 1: Agreement dated 12/23/09 (updated from March 2003) and amended 1/1/16. 100% vested; no longer allowed to contribute: no control
other than over my own vested interest in the plan.
2)
Part 111, Item B. 1: January 2016 - December 2016. The abbreviation “DP” throughout this report designates my non-spouse domestic partner.
3)
Part VII, Items 8 and 9: Schwab S&P 500 Index was replaced in the retirement plan with Vanguard 500 Index Fund Adm. Funds in Schwab S&P 500 Index
were automatically transferred into Vanguard 500 Index Fund Adm on September 7, 2016.
4)
Part VII, Item 20: The income was purse money won in races. Sale was through a claiming race. | am not aware of the identity of the buyer.
Part VIL, Items 21 and 22: The income was purse money won in races Horse was retired and left in the care of Pegasus Training Center.
6)
Part VII, Items 23 and 24: The income was purse money won in races. Sale was through a claiming race. 1am not aware of the identity of the buyer.
mn
Part VII, Item 25: The horse was purchased at 4 public auction, 1am not aware of the identity of the seller,
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.