Annual financial disclosure for 2008, filed May 20, 2008. Includes 48 assets and 8 liabilities.
| Asset | Value |
|---|---|
American Fd High Income Tr | $1,001 - $15,000 |
Ariel Growth Fund | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| Interwest Mortgage, Spokane, WA | mortgage | $15,001 - $50,000 |
| Interwest Mortgage, Spokane, WA | mortgage |
| $50,001 - $100,000 |
Campbell Nob Hill NW 23rd and Hoyt | $250,001 - $500,000 |
Citizens Small Cap Core Growth Fund | N/A |
Columbia Small Cap Core Growth Fund | N/A |
Cohen & Steers Realty Shares | $1,001 - $15,000 |
Congressional Credit Union | $15,001 - $50,000 |
DFA International Small Company Portfolio Fund | $15,001 - $50,000 |
DFA International Small Company Portfolio Fund | $15,001 - $50,000 |
DFA U.S. Large Cap Value Fund | $15,001 - $50,000 |
Duplex 510 6th St SE, Washington, DC, US | $500,001 - $1,000,000 |
Europacific Growth Fund | $1,001 - $15,000 |
Federal Thrift Savings Plan | $500,001 - $1,000,000 |
Gisan Street Apartments Portland, OR, US | $15,001 - $50,000 |
| $100,001 - $250,000 |
| $100,001 - $250,000 |
Loan to Overlook Heights LLC Portland, OR, US | $50,001 - $100,000 |
Madrona/Acacia Apartments 1535 NE 37th Place, Portland, OR, US | N/A |
Nordel-Mitchell Associates Portland, OR, US | $50,001 - $100,000 |
2nd & Morrison Associates Portland, OR, US | $50,001 - $100,000 |
Nordel-Nordel Associates Portland, OR, US | $50,001 - $100,000 |
Computer Central Assoc Company - Common Stock (part of retirement package) | $50,001 - $100,000 |
OnPoint Community Credit Union | $50,001 - $100,000 |
Pax World High Yield Fund | $15,001 - $50,000 |
Pax World High Yield Fund | $50,001 - $100,000 |
Pettygrove House NW 23rd and Pettygrove Portland, OR, US | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $250,001 - $500,000 |
PIMCO Total Return III Fund | $100,001 - $250,000 |
PIMCO Total Return III Fund | $250,001 - $500,000 |
Portfolio 21 | $50,001 - $100,000 |
Portfolio 21 | $50,001 - $100,000 |
Raleigh Fireside Flats Portland, OR, US | $50,001 - $100,000 |
Schwab 1000 Fund | $15,001 - $50,000 |
Schwab Money Market | $15,001 - $50,000 |
Schwab Money Market | $1,001 - $15,000 |
Schwab Small Cap | $15,001 - $50,000 |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Equity | $50,001 - $100,000 |
SEI Emerging Markets Equity | $50,001 - $100,000 |
Townhouse (1/2 interest) 2441 NE Weidler, Portland, OR, US | $100,001 - $250,000 |
Vacation House in Deer Isle, Maine (1/2 interest) Deer Isle, ME, US | $100,001 - $250,000 |
Vanguard Short Term Inv. Grade | $50,001 - $100,000 |
Vanguard Short Term Inv. | $50,001 - $100,000 |
Winslow Green Growth Investor | $15,001 - $50,000 |
Winslow Green Growth Investor | $15,001 - $50,000 |
| $15,001 - $50,000 |
| Washington Mutual | mortgage | $50,001 - $100,000 |
| Ruth Sprinkling | mortgage | $100,001 - $250,000 |
| First Independent Bank, Vancouver, WA | mortgage | $100,001 - $250,000 |
| Key Bank, Portland, OR | mortgage | $100,001 - $250,000 |
| Washington Mutual | mortgage | $100,001 - $250,000 |
