Annual financial disclosure for 2012, filed May 23, 2012. Includes 47 assets and 8 liabilities.
| Asset | Value |
|---|---|
Ariel Growth Fund - retirement | $15,001 - $50,000 |
Campbell-Noh Hill Management Company Portland, OR, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| M & T Realty, Buffalo, NY; Key Bank, Portland, OR | mortgage | $15,001 - $50,000 |
| Key Bank, Portland, OR | mortgage |
Morris Peters Realty Share - retirement | $1,001 - $15,000 |
Congressional Credit Union | $100,001 - $250,000 |
DFA US Large Cap Value - retirement | $50,000 - $100,000 |
Domini Social Bond Fund - retirement | N/A |
Duplex 516 6th St. SE, Washington, DC, US | $500,001 - $1,000,000 |
Europacific Growth Fund (American) - retirement (Federal Thrift Savings Plan) | $1,001 - $15,000 |
Federal Thrift Savings Plan | $1,000,001 - $2,000,000 |
Glisan Street Apts (Tri-Star Oregon) Portland, OR, US | $15,001 - $50,000 |
Oregon Public Employee Select Social Fund - retirement | $50,001 - $100,000 |
| N/A |
| N/A |
Zordel TIC 1201 SW King, Portland, OR, US | $100,001 - $250,000 |
| $100,001 - $250,000 |
| $250,001 - $500,000 |
OnPoint Community Credit Union | $15,001 - $50,000 |
Oregon College Savings Plan for Archer - College Portfolio 1-3 Years | $100,001 - $250,000 |
Parnassus Equity Income - retirement | $1,001 - $15,000 |
Parnassus Equity Income - retirement | N/A |
Pax World High Yield Fund - retirement | $15,001 - $50,000 |
Pax World High Yield Fund - retirement | N/A |
Parnassus High Yield Fund - retirement | N/A |
Montgrove House Portland, OR, US | $100,001 - $250,000 |
PIMCO Foreign Bond Fund - retirement | $100,001 - $250,000 |
PIMCO Foreign Bond Fund - retirement | N/A |
PIMCO Total Return Fund - retirement | $15,001 - $50,000 |
PIMCO Total Return III Fund - retirement | $250,001 - $500,000 |
Portfolio 21 | $1,001 - $15,000 |
Portfolio 21 - retirement | $100,001 - $250,000 |
Portfolio 21 - retirement | N/A |
Raleigh Fireside 5557 SW Scholls Ferry, Portland, OR, US | N/A |
Royce, Noga Futures - retirement | $15,001 - $50,000 |
Rydex SGI Mgd Futures - retirement | N/A |
Schwab Money Market - retirement | $1,001 - $15,000 |
Schwab Money Market - retirement | $1,001 - $15,000 |
Scout Intl Fund - retirement | N/A |
Scout Intl Fund | N/A |
SEI Emerging Markets Debt - retirement | $50,001 - $100,000 |
SEI Emerging Markets Equity - retirement | $50,001 - $100,000 |
SEI Emerging Markets Debt - retirement | N/A |
Thrivent Retirement 2020 - retirement | $100,001 - $250,000 |
Townhouse (1/2 interest) 2400 W. Deer Isle, Maine Deer Isle, Maine, US | $100,001 - $250,000 |
Vanguard Short Term Inv Grade - retirement | $100,001 - $250,000 |
Vanguard Short Term Inv Grade - retirement | $50,001 - $100,000 |
1701 NW Glisan, Portland, OR Portland, OR, US | $100,001 - $250,000 |
Winslow Green Growth Investor - retirement | $1,001 - $15,000 |
| $100,001 - $250,000 |
| First Independent Bank, Vancouver, WA | mortgage | $100,001 - $250,000 |
| Chase (loan of July 2007 refinanced) | mortgage | $50,001 - $100,000 |
| Ruth Spirkling | mortgage | $50,001 - $100,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
| Chase - property was sold January, 2011 | mortgage | $50,001 - $100,000 |
