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Judicial Watch • Alan A McDonald Financial Disclosure Report for 2003

Alan A McDonald Financial Disclosure Report for 2003

Alan A McDonald Financial Disclosure Report for 2003

Page 1: Alan A McDonald Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:13

Date Created:February 2, 2005

Date Uploaded to the Library:November 12, 2013

Tags:Alan A McDonald, Chiawana, MCDONALD, Bought, Appraisal, Assessment, stock, 2003, dividend, Financial Disclosure, ICE, CIA, Judge


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POSIDONS. (Repc)rting individual only; see pp. 9-13 filing instructions) NONE -(No reportable positions.) 

(Reporting individual only; see pp. 14-16 filing instructions)
TI. AGREEMENTS. 
 NONE -(No reportable agreements.) 

Date Report 
MCDONALD, ALAN REIM'.BURSEMENTS 	-transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 NONE -) CodeJ merger. Day (J.l'J  (A-H) (if private (Q-W) transaction)
redcn1>tii>nJ 
DNONE (No reportable income. assets. transactions)  AFFILIATED FUND, mutual fund  Dividend  total sale  4129  AFFll.IATED FUND, tax free (fonnerly A.F. mutual  Dividend  Bought  4129  NOTE#!  
fund) 
BANK lHE WEST, YAKIMA (account) Interest 
RENTAL PROPERTY, SELAH, WA. Rent  MARUDO ASSOCIATES {1/2 INTEREST) LAND DEVELOPMENT  Rent  MCDONALD RANCH HARRAH  RENTAL HOUSE  Rent  gifted  12119  NOTE#2 CHIA WANA ORCHARDS (1/4 int)Benton, Grant, Rent Yakima Franklin
CHIA WANA, INC (1/4 INTEREST) FRUIT  Rent  
WAREHOUSE, YAKIMA  
AMERICAN EXPRESS Common Stock  Dividend  

10.  BOEING, INC -Common Stock  Dividend BANKCORP -Common Stock  Dividend  
12. 13.  PYPER JAFFRAY, Common Stock (spin-off USB) PIERCE CO. HSG. AUTH, WASHINGTON, 12/1/14, 7.45%  None Interest  Received Redeemed  12/31 12103  

SAN FRANCISCO AIRPORT IMPR BOND, 8.5%, Interest /09 
14. 
PIERCE CO. HSG. AUTH, WASHINGTON, 9/1/13, 6.71%, Bond 
IS. 
INTERMOUNTAIN PWR AGENCY, 7/112008, bond 
16. 
YAKIMA-TIETON MUNI. BOND, 611/13 Muni bond, 6.125% 
17. 
P'SHIP, 1/3 INTEREST, YAKIMA, WA., COLD 
18. 
STORAGE (MPM) lncomciGain Codes:  $1,000 less  
(Sec ColLD1ms and 04)  $50.001-$100.000 Value Cmles:  $15.000 less  
(See Colwnns and D3)  S250.000-S500.000   $5.000.001-$50.000.00CJ Value Method Codes  Appraisal   :::: Rnnk Vnh.1 Interest Interest Interest Rent S1.ClOl-$2,500 $100.00lSl,000,000 $15.001-SSO.OOO SS00.001-$1.000.000 Cost (Real Estate Only) =Other 

Redeemed 9/1 
Redeemed 12/l $2.501-$5.000 $5.001-$15,000 SJ,000.001-$5.000.000 =More than $5.000,000 $50.001-$100.000 00,001 -$250.000 $1,000,001 -$5.000.000 $5,000,001-$25.000.000 5;More than $50.000.U00 Assessment C:ashiMarket Estimated 
------ s;1:-,00l-$50.000 
Date Report 
MCDONALD, ALAN 
4/15104 
VIL INVESTMENTS and TRUSTS -income, value. traatioos (iucludes those the spouse a11d depe11dent children. See pp. 34-57 offtling instluctions.)
-A. 
Income during Gross value end Transactions during reporting period 
Dt.'SCTiption Assets 
reporting period reporting period 
(focludinJ? trust assets) 
not exempt disclosure(!) (2) (I) (2)  Plac.c"(X)" aflef each asset exempt Amount Type (e.g.from prir disclosure Code div. rent. (A-H) int) Value Value Type (e.g. Code2 Method buy, sell, (J-P) Code3 mel'l!er. (Q-W) redefl1llion) (2) Date: Month Day Value Code2 (J.-Pl Gain Code (A-HJ  (5) Identity huyer;seller ifpiivatt transaction)  
19.  P'SHIP, 1/2 INTEREST, YAKIMA, WA, WOOD APPLE BIN RENT ALS,MM  Rent  
20.  LEHMAN BROS. HOLDINGS, INC. common stock  Dividend  

21.  BADGER POCKET VISTA RANCH, KTITITAS  Rent  
CO., WASHING TON  
22.  GREAT HALL, Cash equivalent  Dividend  sold  12103  

23. OWATONNA IDR SLIDELL, Muni Bond 
Interest 
7.375% 
24. GOLDENDALE WA.WTR.SWR.REV.REF. Interest 
-
5.650%, 511/13,tx. munibd- 
25. 
TOPPENISH WA. G.O., 4.55%, 7/01/2004 Muni Interest Bond 

26. 
NWEEN SENIOR INC FD, Common Stock Dividend 

27. 

28. 

29. 

30. 

31. 

32. 

33. 

ALTRIA GRP, Common Stock (formerly Philip Morris) 
SAFECO CORP, Common stock 
TOPPENISH B/E, Muni bond, 4.35% 12/01104 
STERLING CAP. 9.5%, pfd stock 
CADBURY SCHWEPPES, pfd. stock 
PEOPLES PFD CAP CORP, 9.75%, pfd stock  Dividend  Dividend Interest Interest Interest Interest  Partial Sale  
Bought  
Redeemed  
Redeemed  

4123 612  
5/16 5/16  

35. 
COSTCO, com stock None 
ROY DUTCH PETE CO, com stk Dividend 
36. OREATER BAY BANKS, pfd stk, 8/31/2006 Interest 
 
(See Columns and 04)  $50,001-$100.000 $100.001-$1,000,000 Codes: =$15,000 less =SJ 5.001-$50.000 S:l0.001-$100.000  SI00,001-$250.000 
(See Colnnms and D3)  $250.000-$500.000 $500.001-Si,OOO.OOO $!,000,001-$5.000.000 $5.000,001-$2500U.OUO Val S25,000,001-550.00c.OOO SMore thar, sso.ooo.om. Value Method Code!' Appraisal Cosl (Real Estate Only) =Assessment CashlMarket =Estimated
rSee Colwnn C2 =Book Valw: =Other 
Date Report 
Name Person Reporting 
MCDONAID, ALAN 
4/15/04 
VII. INVESTMENTS and TRUSTS income, value. transcations (includes those the spouse nnd depende11t cbildnm. See pp. 34-57 offiling instructions.) Income during Gross value end Transactions during rcponin!i periodDescription Assets 
reporting period reporting period 
-(Including 1rust assets) no1 exempt from disclosure (2) (I} (2) (4) (5) 
Place "(X)" aftcieach asset exet 	Val111: Type (e.g.
Amount Type (e.g. Value 
buy. sell, 
Date: 
Identity 
Value Gain!'min prior disclosure 
Month
Code 
Code2 Metlioddiv. buyer/sellerCodc2 Code
rent. 
(J-P) Code3 merger, Day
int.) 
rede1T4ltion)
(Q-Wl 
lif private 
ttansar1io11J (AH) (J_-1:'} (A-H) 
37. ALLIANCE BERNSTEIN, mutual fund. Dividend 
CHEVRON TEXACO, common stock Dividend Total Sale 4123 
39. 	
bought 612 

40. 
ISTAR FINANCIAL, common stock Dividend 

41. 
PRINCIPAL FINANCIAL GROUP, common stock Dividend 

42.  AMGEN, common stock  None 

43. 
ALBERTSONS, common stock Dividend Total Sale 4123 

44. 	
Bought 612 

45. 	
Total Sale 11/4 

46. 
CISCO SYS, common stock Dividend 

49. 
CIDGROUP, common stock  Dividend  
COCA COLA, common stock  Dividend  Total Sale  4123  
GENERAL ELECTRIC, common stock  Dividend  

50.  INTEL CORP, common stock  Dividend  
51.  INTERNATIONAL BUSINESS MACHINE,  Dividend  
common stock  

ADC TELECOMMUNICATIONS, common stock None 
MUNDER NETNET-B, common stock 	None T53. 
MUNDER POWER PLUS, common stock 	None lncome1Gain Codes: Sl,000 less $1.001-$2,500 $'.?,501-S5,000 $5.001-$15.000 $15,00l-$5lJ.IM){)  
(See Colunms and 04) $50.0Dl-$100.000 $100.001-$1,000,000 S!.000.001-$5.000.000  1-12 =More tl1an $5,000.000 Value Codes:   $15,000 less $15.001-SSO.OOO S50,001-$l00,000   $100,001-$250.000  
(See Colwnns and D3)   $250.000-$500.000  =$500.001-$1.000.000 ,OD0,001 $5.000.000  . $5,000,001-$25.000.000 s2s.ooo.001-:tu.ooo.ooo =SMore than $50.000.000 Vuluc 11elhod Codes  =Appraisal Cos1 (Real Estate Only) Assessment  =Cash/Market  
rc.at rnlun'n'I r")  =Bool:Valllc  =Other  =Estimated  ---  - -- 

(See Colu1m1S and D3) $250.000-$500.000 $500.001-$1 .000.000 $1,000,00l-S5.00().000 $5,000,00!-$25.000.000 S25,000,00l-$50.000.000 SMore than SS0.000.000 Value Method Codes Appraisal Cost (Real Estate Only Assessment CashiMarkct  
(St.'e Coiunm C2)  =Book Vaiue  

Date Rep01t
Name Person Reporting  
MCDONALD, ALAN 4/15/04 
VIl. INVESTMENTS and TRUSTS income, value. transcations (includes those the spouse a!lddependentchildren. See pp. 34-57 offiling instructions.)  
Descrip1io11 ofAssets (ii1cluding trust assets}  Income during reporting period (1) (2)  Gross value end reporting period (I) (2)  (I)  Transactions during reporting period not exempt fiom disl0k>si1re  

(3) (4) (5)
Place "(X)" after each asset exempt Type (e.g.
Amolllll Type (e.g. Value Value Date: 
Value Gain ldentil)' 
from prior disclosure 
buy. sell, Month-
rent. Code2 Method
Code div.
Code Code buyer seller 
(A-H) int.) Code3 merger, Day (J_-1') -(A-H) (if pri 'ate rcdempfion)tra11sac1im1) 
(Q-W)  
73.  -Great Hall -cash equivalent  
74.  -EKxon Mobil Corp, common stock  

Bought 12124 NOTE#4 
-General Electric, common stock Bought
75. 
NOTE#4 
76. -Pfizer, common stock Bought 7/8 NOTE#4 
-Nicholas Applegate, tax fixed income bond Bought 3f26 NOTE#4 
-Fidelity Advisor Ser VIl Tech Mut Fund

79. 
-Nuvecn Prcf/conv. Fund, bond Bought 3126 NOTE#4 

80. 
-Jundt Opportunity Mutual Fund 

81. 
-Flaherty Crwmrine, bond Bought 1128 NOTE#4
82.  -Oppenheimer Strategic Income Fd, Mutual Fund ...  
83.  -US Bancorp Del, common stock  Total Sale  7/8  
84.  -Safeway, Inc, com stk  Total Sale  11/4  

85. -Wells Fargo Co., New, com stk Total Sale 
86.  -Fideltiy Adv Ser VII Finl Svcs mut fund  Total Sale  718  
87.  -Fidelity Adv Ser Vil Hlth Care Fdl mut fund  Total Sale  12n4  
88.  -l) (4) (5} Gain Identity Code buyeriseller (A-H) (ifprivatransaction)  
-MBNA Colll, com stk  Total Sale  7/8  
-Medtronic, Inc., com stk  Total Sale  1213 

92. 
-Merck co, com stk 
-Nisource Inc, com stk 
-Jundt Mid Cap Growth Fund rout fund 
96. 
-Viacom, com stk 
 

97. -Chevron Texaco, com stk 
98. 99. 100. 101. 102. 103.  -Lily Eli Co., cmn stk -Greater Bay Banks, 9%, pfd stk -Fidelity Equity Value, Cl. mut fund -Gamerica Capital -B, mut fnd -Travelers PPTY Casualty, common stock -Tyco Intl Ltd, common stock  Total Sale  7/8  

104. 105.  -Tyco Intl Group, fixed income -Cohen Steers Premium, common stock Total Sale Transfer  8/1 1213  NOTE#S  
106.  -EnCllllus Res Fund, common stock  
107.  -Chittenden Capital PFD, bond  
108.  -Crosstex Energy lncomeiGai11 Codes: (Sec Colunn!S and 04) Value C'odes: (See Columns and 03) 'alu;: Method Codes O l'L--- l'"""I $1,000 orless $50,001-$100.000 $15,000 less 250.000-$500.000 1'3 $25,000,001-$50,000.000 =Appraisal T -el:t.nnl Vi...i.nf' S1.001-S2,500 $100.001-$1,000,000 S.001-$50.000 $500,001-$1.000,000 Cost (Real Esate Only) =-Other S2.S01-$5,000 -s1.ooo.001-ss.ooo.ooo S50,00l-Sl00.000 s1,ooo,001-S5.000.000 SMore than SS0.000.000 Assessment Estimned $5,001-Sl5.0CIO =More than $5,000,000  $100,001-$250.000 $5,000,001-$25.000.000 Cas111Market $15,001-S50.()()(l ------  Income/Gain Codes:  $1,000orlc:ss  -$1.001-$2,500 S2,501-$5,000  "'$5,0DJ-$15,000 $15,001-$50.000  
(Set Colunnis and 04)  "'$50.001-$100.000  -$100.001-Sl ,000,000 "'$1,000,001-$5.000.000 "'More than $5.000,000 Value Codes: $15.000 less  -s1s.001-sso.ooo $50.001-$100.000 $100,001-$250.000  
(See Colu.rnru; and 03)  :t' $250.000-$500,000 $500,001-$1.000.000 $1,000,001-$5.000.000 $5,000,001-$25,000.000  
1'3 $5,000,001-$50.000.000 SMore than !.50.000.000 Value Method CoOt.-s Appraisal Cos (Real Eslllte Only) Assessment Cash/Market  

(Ser Colu1m1 C2) 

4/15/04 
(Indicate part Report.) 
Affiliated Fund, mutual fund, (line was sold entirely and replaced with Affiliated Fund, tax free (line 
NOTE .homestead (McDonald Ranch, line was gifted Quit Claim Deed long time tenant an.end, Donald Gasper5on 
NOTE -The Cohen Steers common stock (line 58) was transferred out the IRA listed this report and deposited into individual brokerage 

account NOTE Items shown lines 72, 74, 75, 76, 77, and are all new purchases, however, when adding these new investment descriptions the
software randomly inserted the infonnation, rather than placing all the new items the end the investment listing. 

NOTE -The Cohen Steers common stock (line 105; IRA) was transferred out the IRA deposited into the brokerage account listed this report; this was portion the required annual withdrawal from the IRA 

Date Report 
MCDONALD, ALAN 
4/J 5/04 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accmate, true, and complete the best lm.owledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which haye been reported are compliance with the provisions U.S.C.  501 et. seq., U.S.C.  7353, and fadicial Conference regulations. 
April 15, 2004 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND IFIES ORF AILS FILE TIIlS REPORT MAY SUBJECT CIVIL AND CRlMINAL SANCTIONS U.S.C. app.  104) 

Fll.ING INSTRUCTIONS Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts 

Suite 2-301 
One Columbus Circle, .E. 
Washington, D.C. 20544



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