Ask Donna

Pull out the substance of this filing.

What was filed

  • 134

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Whitman College
  • Hugh S. Cannon Foundation
  • Bank Of America
  • Self-employed artist

As filed

Key Bank — Interest

Key Bank (X) — Interest

Oak Harbor, WA Rental Property (2005 - $294 842) — Rent

Shoreline, WA Rental Property (2005 $482 000) — Rent

Seattle, WA Rental Property (2005 $205.000) — Rent

ISROB Associates — Distribution

Bank of Washington Common Stock — Int/Div

Charter Bank Common Stock — Int/Div

Barclay Seed Co. Common Stock — None — off

BROKERAGE ACCOUNT #1

Starbucks Common Stock — Nohe — Sale

Starbucks Common Stock — Sale

Starbucks Common Stock — Gift

Schwab Money Market Fund — Interest

Silver Standard Common Stock — None

Russell 2000 Ishares — Int/Div

SPDR Units — Int/Div

Microfield Common Stock — None — Buy

LEGACY TREASURY DIRECT ACCOUNT

6/30/05 Note — Interest — Matured

3/31/06 Note — Interest

5/15/07 Note — Interest

6/30/07 Note — Interest — Buy

Chevron Texaco Common Stock — Int/Div

T.R. Price Eur. St. Mutual Fund — Int/Div

Vanguard GNMA Mutual Fund — Int/Div

BROKERAGE IRA #1

Starbucks Common Stock — None

Chemical Bank Zero Coup Note — None

Pepsico Zero Coup Notes — None

Chattanooga Corp Zero Coup Note — None — Matured

Int Flabors Zero Coup Note — None

Ford Zero Corp Note — None

Household Fin Zero Corp Note — None

Gov't Back Trust Notes — None — Matured

Gov't Secs. Trust Notes — None

U.S. Treasury Strips — None — mature

Tenn. Valley Auth. Note — None — Matured

Fed Nat Mort Assn Strips — None — Matured

Gov't Trust Cert. — None

Resolution Trust Strips — None

New Jersey Pension Note — None — Matured

MBNA Bank CD — Interest

First USA Bank CD — Interest — Matured

Capital One Bank CD — Interest

Providian Bank CD — Interest

Bank Hapoalim CD — Interest

Discover Bank CD — Interest

Russell 2000 I Shares — Int/Div

Doral Bank CD — Interest

Flagstar Bank CD — Interest

Morton Bank CD — Interest

Fed Nat Mortg. Notes — Interest

Citibank Bank Deposit Program — Interest

MB Financial CD — Interest — Buy

Lehman Bros CD — Interest — Buy

BMW Bank CD — Interest — Buy

Metro Bank CD — None — Buy

First Sign. Bank CD — None — Buy

Sweden Zero Bonds — None — Buy

International Lease Bonds — Interest — Buy

International Lease Bonds — Buy

Dow Chem. Bonds — Interest — Buy

GMAC Bonds — Interest — Buy

Memill Lynch Notes ER — Interest — Buy

BROKERAGE IRA #2

U.S. Treasury Strips — None

Am. Century Ultra Mut. Fund — Int/Div

Janus Balanced Mut. Fund — Int/Div

T Rowe Price New Asia — Int/Div

Russell 2000 I Shares — Int/Div — Buy

BROKERAGE IRA #3

U.S. Treasury Strips — None

Am. Century Ultra Mut. Fund — Int/Div

Janus Balanced Mut. Fund — Int/Div

T.R. Price New Asia Mut. Fund — Int/Div

BROKERAGE IRA #4

Int. Bank for Recon. Note — None — Matured

GMAC Bond — Interest

S&P 500 I Shares — Int/Div — Buy

Russell 2000 I Shares — Int/Div — Buy

Citibank Bank Deposit Program — Interest

BROKERAGE ACCOUNT #2

Sparks, NV Rev. Bonds — Interest — Matured

Sparks NV Redev. Agy Bond — Interest — Matured

Clark City NV Trans. Bond — Interest — Redeemed

Arapahoe, CO Cap Bond — None — Matured

Pierce County School Dist. Bond — None — Matured

Tacoma, WA Public Util. Bond — Interest

Utah Building Own. Bond — Interest

Washington State Bonds — Interest

Bensalem, PA Wir. Bonds — None

Maricopa, AZ Dev. Auth, Bond — Interest

Providian Bank - CD — Interest — Matured

Gold Bank - CD — Interest

MBNA Bank - CD — Interest

First Am Bank - CD — Interest

Lehman Bros. Notes — Interest

Atlanta, GA Bonds — Interest

Snohomish Cty PUD Bonds — Interest

Tempe, AZ School Bonds — Interest

Lower CO River Auth Bonds — Interest

Phoenix, AZ G.O. Bond — Interest

U of IL Notes — Interest

Jenison MICH School Notes — Interest

WA St. Health Bonds — Interest — Buy

Spokane WA G.O. Bonds — Interest — Buy

King Cty. SD. 402 — Interest — Buy

Gilbert AZ G.O. Bonds — Interest — Buy

Maricopa AZ SD Bonds — None — Buy

Tamarack Funds — Interest — Item 3

HUGH CANNON FOUNDATION

Boeing Conunon Stock — Int/Div

Exxon Mobil Conunon Stock — Int/Div

Fannie Mae Comunon Stock — Int/Div

Fed Home Loan Common Stock — Int/Div

Ford Common Stock — Int/Div

G.E. Common Stock — Int/Div

BM Comunon Stock — Int/Div

Merck Common Stock — Int/Div

Pfizer Common Stock — Int/Div

Safeco Common Stock — Int/Div

Verizon Common Stock — Int/Div

WA Mutual Bank Common Stock — Int/Div

3M Common Stock — Int/Div

Tamarack Money Fund — Interest

Albertson's Common Stock — Int/Div

Medco Common Stock — None

BP ADR — Int/Div

BROKERAGE IRA #5

Vanguard REIT Fund — Int/Div

Russell 2000 Index Fund — Int/Div

Schwab Money Market Fund — Interest

Vanguard Intl. Tax Managed Fund — Int/Div

Trustee, Whitman College

Trustee, Hugh S. Cannon Foundation

Liability — Bank Of America — Credit Card

Liability — Bank Of America — Credit Card

Spouse's income — 2005 — Self-employed artist

1

2004 Report, Part VII, Lines 3 & 4: Value of account fell below qualifying minimum.

2. 2004 Report, Part VII, Lines 37-40, 41-43, and 51-52: Brokerage Accounts 3, 4 & 5 were closed.

3. 2004 Report, Part VII, Line 143: Account transferred to new firm. Old money fund converted to new money fund.

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.