Annual financial disclosure for 2009, filed May 21, 2009. Includes 48 assets and 7 liabilities.
| Asset | Value |
|---|---|
American Fd High Income Tr | N/A |
Ariel Growth Fund | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| Washington Mutual/Chase | mortgage | $15,001 - $50,000 |
| Washington Mutual/Chase | other |
| N/A |
Campbell Job Hill NW 23rd and Hoy NW 23rd and Hoy, Portland, OR, US | $250,001 - $500,000 |
Cohen & Steers Realty Share | $1,001 - $15,000 |
Congressional Credit Union | $50,001 - $100,000 |
DFA International Small Company Portfolio Fund | $15,001 - $50,000 |
DFA International Small Company Portfolio Fund | $1,001 - $15,000 |
DFA U.S. Large Cap Value Fund | $1,001 - $15,000 |
Duplex - 510 6th St SE Washington, DC, US | $500,001 - $1,000,000 |
Europacific Growth Fund | $1,001 - $15,000 |
Federal Thrift Savings Plan | $250,001 - $500,000 |
Gisan Street Apartments Portland, OR, US | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
Loan to Overlook Heights LLC Portland, OR, US | $50,001 - $100,000 |
Nordic-Mitchell Investments Portland, OR, US | N/A |
Old Town Lofts - 2166 NW Irving Portland, OR, US | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
OnPoint Community Credit Union | $50,001 - $100,000 |
Oregon College Savings Plan - 529 College Portfolio | $50,001 - $100,000 |
Pax World High Yield Fund | $15,001 - $50,000 |
Pax World High Yield Fund | $50,001 - $100,000 |
Pettygrove House (Rental Property) 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 | $100,001 - $250,000 |
Raleigh Fireside 5% 10 Hollis Ferry Portland, OR, US | $50,001 - $100,000 |
Schwab 1000 Fund | $15,001 - $50,000 |
Schwab Investor Money Fund | $1,001 - $15,000 |
Schwab Money Market | $1,001 - $15,000 |
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 | $15,001 - $50,000 |
SEI Emerging Markets Equity | $15,001 - $50,000 |
Townhouse (1/2 interest) 2441 NE Weidler, Portland, OR, US | $100,001 - $250,000 |
Vacation House on Deer Isle (1/2 interest) Deer Isle, Maine, US | $100,001 - $250,000 |
Vanguard Short Term Investment Grade | $50,001 - $100,000 |
Vanguard Short Term Investment Grade | $50,001 - $100,000 |
Winslow Green Growth Investor | $1,001 - $15,000 |
Winslow Green Growth Investor | $15,001 - $50,000 |
| $15,001 - $50,000 |
| Washington Mutual/Chase | 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 |
