Alan Angus McDonald
2004
Ask Donna
Pull out the substance of this filing.
What was filed
105
investments
2
positions
0
gifts
0
agreements
2
debts
9
reimbursements
1
income
1
spouse income
Named parties
- Sundown M
- Ins Company
- Sayre
- Family LLC
- Shockley
- Klingeman
- toadult daughter
- gain
- Note #1
- Note #2
- CHIAWANA INC
- M&M RENTALS. A PARTNERSHIP
- Farm Credit Services
- David Newman
- Shinn Family LLC
- W.G. Meyer, Jr
- U.S. Bank
- Allen/Meyer/McDonald
- Misc. payables
- US. Bank
- Capital Equipment Lease
- note (Chiawana Orch) Part VII, Line 5
As filed
LORD ABBETT AFFIL.A-formerly AFFILIATED FUND) — Int/Div
Misc bank accounts (formerly Bakn of the West, Yakima) — Interest
RENTAL PROPERTY, SELAH, WA — Rent — Gift — Sundown M
MARUDO ASSOCIATES (1/2 INTEREST) LAND DEVELOP. — Rent
CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Rent — Bought — Ins Company
CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Sayre
CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Family LLC
CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Shockley
CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Klingeman
CHIAWANA INC (1/4 int) fruit warehouse, Yakima, WA — Rent
AMERICAN EXPRESS, common stock — Int/Div
BOEING, INC, common stock — Int/Div — gift — toadult daughter
US BANCORP, common stock — Int/Div
PYPER JAFFRAY, common stock — None
SAN FRANCISCO AIRPORT IMPR BOND, 8.5% 11/1/09 — None — redemption
INTERMOUNTAIN PWR AGENCY, 7/1/2008, bond — None — redemption
P'SHIP, 1/3 int, Yakima, WA, cold storage "MPM" — Rent
P'SHIP, 1/2 int, Yakima, WA, wood apple bin rentals-"M&M" — Rent
LEHMAN BROS. HOLDINGS, INC, common stock — Int/Div
BADGER POCKET VISTA RANCH, Kittitas Co. WA — Rent
OWATONNA MN IDR SIDELL, muni bond 1.375% — Interest — Sale — gain
GOLDENDALE WA WTR SWR REV REF 5.65% 5/1/13. tax free — Interest
TOPPENISH WA GO, 4.55%, 7/01/2004, muni- bond — Interest — Redeemed — gain
NUVEEN SENIOR INC FD, common stock — Int/Div
ALTRIA GRP, common stock — Int/Div
SAFECO CORP., common stock — Int/Div
TOPPENISH WA GO B/E, muni-bond, 4.35% 12/1/04 — Interest — Redeemed — gain
CADBURY SCHWEPPES, pfd stock — Interest
COSTCO, common stock — Int/Div
ROYAL DUTCH PETE CO., commons tock — Int/Div
GREATER BAY BANKS, pfd stock, 9% 8/31/2006 — Interest
ALLIANCE BERNSTEIN, mutual fund — Int/Div
CHEVRON TEXACO, common stock — Int/Div
PRINCIPAL FINANCIAL GROUP, common stock — Int/Div
AMGEN, common stock — None
CISCO SYS, common stock — None
CITIGROUP, common stock — Int/Div
GENERAL ELECTRIC, common stock — Int/Div
INTEL CORP, common stock — Int/Div
INTERNATIONAL BUSINESS MACHINE, common stock — Int/Div
ADC TELECOMMUNICATIONS, common stock — None
MUNDER NETNET-B common stock — None
MUNDER POWER PLUS, common stock — None
INTRADO, common stock — None — Sale — gain
US BANK ACCOUNTS — Int/Div
MEDTRONIC, common stock — Int/Div
CHOEN & STEERS, common stock — Int/Div
LATICE SEMI-CONDUCTOR, common stock — None — Sale — gain
GABELLI DIVIDEND, common stock — Int/Div — Bought
CALAMOS CONV, common stock — Int/Div
TOBACCO SETTLEMENT, Wa, 6.5% tax exempt bond — Interest
AMERIVEST PPTYS, common stock — Int/Div
MADISON CLAYMORE COVERED CALL FUND — Int/Div — Bought
FANNIEMAE — None — Bought
IRA, DAIN RAUSCHER BROKERAGE ACCOUNT — Int/Div
Misc FNMA REMIC, collateralized obligation — Bought
Misc FNMA REMIC, collateralized obligation — Sale
Bristol Myers Squibb, common stock
Great Hall - cash equivalent
Exxon Mobil Corp, commonstock
General Electric, common stock
Pfizer, common stock — Sale — gain
Nicholas Applegate, tax fixed income bond
Fidelity Advisor Ser VII Tech Fd CI T, mutial fund — Sale — gain
Nuveen Pref/conv. Fund, bond — Bought
Nuveen Pref/conv. Fund, bond — Sale — gain
Jundt Opportunity Fd, mutual fund — Exchange — Note #1
Flaherty & Crwmrine, bond
Oppenheimer Strategic Inc. Fd, mutual fund — Sale — gain
Govt Nat' Mtg Assn, 9%, 9/15/08, coll. Obligation
Boston Scientific Corp, common stock — Sale
Medtronic Inc, common stock — Bought — Note #2
Medtronic Inc, common stock — Sale — gain
Merck & Co., common stock — sale — gain
Nisource Inc., common stock
Jundt Mid-Cap Growth Fund CL B, mutual fund — Exchange — Note #1
Viacom, common stock — Sale — gain
Chevron Texaco, common stock
Lily Elil & Co., common stock — sale — gain
Greater Bay Banks, 9%, pfd stock
Fidelity Equity Value, Cl B, mutual fund — sale
Gamerica Capital-B, mutual fund
Tyco Intl Ltd, common stock
Cohen & Steers Premium, common stock — Bought
Cohen & Steers Premium, common stock — sale
Enerplus Res Fund, common stock — sale
Chittenden Capital 8% Pfd, bond
Crosstex Energy Lp — Bought
Crosstex Energy Lp — sale
Crosstex Energy Lp — sale
Markwest Energy Partners, LP — sale
Calamos Convertible Opp & Inc Fund — Bought
Capitol Lease Funding — Bought
Cimarex Energy Co — Bought
Gabelli Div & Inc. Fund — Bought
New York Mtg Tr — Bought
Technology Investment Cap. Corp. — Bought
Tortoise Energy Corp. — Bought
Verizon Communications — Bought
XM Satellite Radio — Bought
Eaton Vance Enhanced Equity Inc Fund — Bought
Fannie Mae — Bought
Copano Energy — Bought
RMRF.IR.E. Fund — Bought
Fidelity Adv Mid-Capp 11 - Cl. B — Bought
STOCKHOLDER, CHIAWANA INC
PARTNER, M&M RENTALS. A PARTNERSHIP
Liability — Farm Credit Services — Term Note (Chiawana Inc) Part Vii, Line 10
Liability — Farm Credit Services — Note/Debt (Chiawana Orch) Part Vii, Line 5
Reimbursement — David Newman — note (Chiawana Inc) Part VII, Line 10
Reimbursement — Shinn Family LLC — note (Chiawana Orch) Part VII, Line 5
Reimbursement — W.G. Meyer, Jr — note (Chiawana Inc) Part VII, Line 10
Reimbursement — U.S. Bank — operating line (Chiawana Orch) Part VII, Line 5
Reimbursement — Allen/Meyer/McDonald — notes (Chiawana Orch) Part VII, Line 5
Reimbursement — Misc. payables — revolving (Chiawana Orch) Part VII, Line 5
Reimbursement — Misc. payables — revolving (Chiawana Inc) Part VII, Line 10
Reimbursement — US. Bank — operating line (Chiawana Inc) Part VII, Line 10
Reimbursement — Capital Equipment Lease — equipment (Chiawana Orch), Part VII, Line 5
Income — "1 — JUHLO, HULL 5 JUUSC Oo
Spouse's income — Perez — note (Chiawana Orch) Part VII, Line 5
IA. CERI1IFICA LIVIN.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if
any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld
because it met applicable statutory provisions permitting non-disclosure.
I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been
reported are in compliance with the provisions of 5 U.S.C. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
7
Signature
Date
Z
05
NOTE: ANY INDIVIDUAL WHO KNOWIN
A ID
FULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY
BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure
Administrative Office of the United States Courts
Suite 2-301
One Columbus Circle, N.E.
Washington, D.C. 20544
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.