Annual financial disclosure for 2010, filed May 20, 2010. Includes 54 assets and 6 liabilities.
| Asset | Value |
|---|---|
Ariel Growth Fund | $15,001 - $50,000 |
Ariel Growth Fund | $5,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| Chase | mortgage | $50,001 - $100,000 |
| Chase | mortgage |
| $250,001 - $500,000 |
Correll & Steers Realty Shares | $1,001 - $15,000 |
Congressional Credit Union | $50,001 - $100,000 |
DFA Int Small Co Port Fund | N/A |
DFA Int'l Small Co Port Fund | N/A |
DFA US Large Cap Value | $15,001 - $50,000 |
Domini Social Bond Fund | $100,001 - $250,000 |
Duplex Washington, DC, US | $500,001 - $1,000,000 |
EuroPacific Growth Fund | $1,001 - $15,000 |
Federal Thrift Savings Plan | $250,001 - $500,000 |
Crisan Street Apts Portland, OR, US | $100,001 - $250,000 |
| N/A |
| $50,001 - $100,000 |
Loan to Overlook Heights LLC Portland, OR, US | $15,001 - $50,000 |
Portland Property 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 | $100,001 - $250,000 |
Oregon College Savings Plan 529 | $15,001 - $50,000 |
Oregon College Savings Plan 1-3 Years to College Portfolio | $100,001 - $250,000 |
Parnassus Equity Income Fund | N/A |
Pax World High Yield Fund | $50,001 - $100,000 |
Pax World High Yield Fund | $15,001 - $50,000 |
Berrywood House NW 53rd and Pettygrove Portland, OR, US | $250,001 - $500,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Total Return III Fund | $100,001 - $250,000 |
PIMCO Total Return III Fund | $250,001 - $500,000 |
Portfolio 21 | $100,001 - $250,000 |
Portfolio 21 | $250,001 - $500,000 |
Raleigh Fireside Portland, OR, US | $50,001 - $100,000 |
Portland Illinois Ferry Portland, OR, US | $50,001 - $100,000 |
Rydex S&P 500 Fund | $100,001 - $250,000 |
Rydex SGI Managed Futures | $15,001 - $50,000 |
Schwab 1000 Fund | N/A |
Schwab Investor Money Fund | N/A |
Schwab Money Market | $1,001 - $15,000 |
Schwab Money Market | $50,001 - $100,000 |
Schwab Small Cap | N/A |
Schwab Small Cap Index Fund | N/A |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Debt | $5,001 - $15,000 |
SEI Emerging Markets Equity | N/A |
SEI Emerging Markets Equity | $50,001 - $100,000 |
Townhouse (1/2 interest) 2441 NE Weidler, Portland, OR, US | $100,001 - $250,000 |
Vacation House (1/2 interest) Neahkahnie, OR, US | $100,001 - $250,000 |
Vanguard Short Term Federal Fund | $50,001 - $100,000 |
Calvert Short Term Inv. Grade | $50,001 - $100,000 |
Vanguard Short Term Inv. Grade | $50,001 - $100,000 |
Winslow Green Growth Investor | $100,001 - $250,000 |
Winslow Green Growth Investor | $1,001 - $15,000 |
| $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 |
