Timothy Dore
2019
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What was filed
25
investments
0
positions
1
gifts
1
agreements
2
debts
1
reimbursements
0
income
1
spouse income
Named parties
- See Part VIII
- N/A
- 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)
E-Trade cash account — Interest
Ryan Retirement Plan & Trust (H)
MainStay Large Cap Growth — Int./Div.
Vanguard 500 Index Fund Adm — Int./Div.
American Beacon Small Cap Value — Int./Div.
Goldman Sachs Growth Opportunities — Int./Div. — Sold — See Part VIII
The Hartford MidCap Fund Class R6 — Int./Div. — Buy — See Part VIII
Eagle Small Cap Growth — Int./Div.
American Funds EuroPacific Growth — Int./Div.
Janus Balanced S — Int./Div.
DP: Vacant Land, Cody, WY (50% interest in two lots) — None
DP: Whole Life insurance - New York Life — Int./Div.
DP: IRA - Fidelity Advisor Capital Development Fund Class O (FDETX) — Int./Div.
DP: Bank of America (bank accounts) — Interest — Closed — N/A
DP: Chase (bank accounts) — Interest
DP: Boeing Employees Credit Union (bank accounts) — Interest
Race Horse (Neighborhood Bully) — Royalty — Sold — See Part VIII
Race Horse (Bamboozler) — Royalty — Buy — See Part VIII
California Race Tracks (deposit account) — None
Loan receivable from 20th Century Lanes, Inc. and Michael J. Gubsch — Interest — Closed — See Part VIII
Loan receivable from MRP, Inc., Michael Richendifer and Raymond Poore — None — Open — See Part VIII
Gift — Oregon State Bar — Registration fee for 32nd Annual Northwest Bankruptcy Institute — $430.00
Agreement — 12/23/09 — 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/Line of credit
Reimbursement — Oregon State Bar — April 4-6, 2019 — Portland, OR — Bankruptcy CLE (teaching) — Hotel, meals, parking
Spouse's income — 01/01/2019 — Wood & Jones P.S. - DP's salary for legal services. See Part VIII
1) Part II, Item 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 III, Item B.1: January 2019 - December 2019. The abbreviation "DP" throughout this report designates my non-spouse domestic partner.
3) Part VII, Items 10 and 11: Goldman Sachs Growth Opportunities was replaced in the retirement plan with The Hartford MidCap Fund Class R6.
Funds in Goldman Sachs Growth Opportunities were automatically transfered into The Hartford MidCap Fund Class R6 on January 14, 2019.
4) Part VII, Item 21: The income was purse money won in races. Sale was through a claiming race. I am not aware of the identity of the buyer.
5) Part VII, Item 22: The income was purse money won in races. The horse was purchased at public auction. I am not aware of the identity of the seller.
6) Part VII, Item 24: 20th Century Lanes, Inc. and Michael J. Gubsch. Loan was paid in full in 2019.
7) Part VII, Item 25: MRP, Inc., Michael Richendifer and Raymond Poore.
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.