Ann L. Aiken
2020
Ask Donna
Pull out the substance of this filing.
What was filed
22
investments
4
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Relief Nursery (non-profit) Board of Directors
- Relief Nursery (non-profit) Board of Stewards
- Lines for Life (non-profit) Board of Directors
- Eugene Civic Alliance (non-profit) Advisory Board
- United Miles VISA (Chase)
- Alaska Miles VISA (Bank of America)
- Sapphire Reserve VISA (Chase)
As filed
Oregon Community Credit Union Savings — Interest
Oregon Community Credit Union Savings — Interest
Oregon Community Credit Union Savings — Interest
Oregon Community Credit Union Savings — Interest
Oregon Community Credit Union Savings — Interest
Oregon Community Credit Union Checking — Interest
Voya -IRA (H)
Voya Growth & Income — None
Voya Mid Cap (name change only) — None
Voya Gobal High Dividend Low Volatility — None
T. Rowe Price Capital Appreciation Fund — None
Voya Russell Large Cap Value — None
Oregon College Saving Plan Growth-auto monthly purchase — Dividend — Buy
Prudential Variable Annuity-IRA (H)
AST Academic Strategies Asset Alloc Portfolio Prudential — None
AST Advanced Strategies Portfolio Prudential — None
AST Capital Grow Asset Allocation Portfolio Prudential — None
AST Prudential Growth Allocation Prudential — None
AST Trowe Price Asset Allocation Prudential — None
Franklin OR Tax Free Income Fund — Dividend
Oregon College Saving Plan (Aggressive Growth-auto monthly purchase) — Dividend — Buy
Oregon College Saving Plan (Aggressive Growth-auto monthly purchase) — Dividend — Buy
Director, Relief Nursery (non-profit) Board of Directors
Director, Relief Nursery (non-profit) Board of Stewards
Board Member, Lines for Life (non-profit) Board of Directors
Member, Eugene Civic Alliance (non-profit) Advisory Board
Liability — United Miles VISA (Chase) — Credit Account
Liability — Alaska Miles VISA (Bank of America) — Credit Account
Liability — Sapphire Reserve VISA (Chase) — Credit Account
In Section VII. Investments and Trusts, lines 13, 21 & 22 are twelve $100 per month purchases on the first of every month. Instead of listing 12 entries for all
three for a total of 36 purchases, I am indicating in this section what occurs because the audit is requesting purchase dates and values.
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.