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.

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