Timothy Dore
2015Annual
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Pull out the substance of this filing.
What was filed
23
investments
0
positions
1
gifts
1
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Part VII
- Part VIL
- 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 — None
Schwab S&P S00 Index — None
American Beacon Small Cap Value — None
Columbia Acorn Z — None — Sold — Part VII
Goldman Sachs Growth Opportumnes — None — Buy — Part VIL
Eagle Small Cap Growth — None
American Funds EuroPacific Growth — None
Janus Balanced S — None
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 — None
DP: Bank of America (bank accounts) — Interest
DP: Chase (bank accounts) — Interest
Race Horse (Cousin Ricky) — Rovalty — Sold — Part VIL
Race Horse { Thanksforasking) — None
California Race Tracks (deposit account) — None
Loan receivable from MRP, Inc., Michael Richendifer and Raymond Poore — None — Open — Part VII
Gift — Oregon State Bar — Registration fee for 28th 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 — 102008 — 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). 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 2015 - December 2015. The abbreviation “DP” throughout this report designates my non-spouse domestic partner.
3)
Part VI: The liability to Chase shown on my 2014 report was paid by Westrend Holdings LLC and no longer exists,
4)
Part VIL, Items 10 and 11: Columbiu Acorn Z was replaced in the retirement plan with Goldman Sachs Growth Opportunities. Funds in Columbia Acom Z
were automatically transferred mto Goldman Sachs Growth Opportunities on February 4, 2015.
Part VIL, 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,
6)
Part VII, Item 23: MRP, Inc., Michael Richendifer and Raymond Poore. This is a different loan than the one shown as paid on my 2014 report,
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.