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Judicial Watch • Alan A. McDonald – 2003

Alan A. McDonald – 2003

Alan A. McDonald – 2003

Page 1: Alan A. McDonald – 2003

Category:Federal Judges

Number of Pages:13

Date Created:February 2, 2005

Date Uploaded to the Library:November 21, 2014

Tags:Alan A McDonald, Chiawana, MCDONALD, Bought, Appraisal, Assessment, stock, 2003, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, 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.lJ  (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. 
PSHIP, 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 mell!er. (Q-W) redefl1llion) (2) Date: Month Day Value Code2 (J.-Pl Gain Code (A-HJ (5) Identity huyer;seller ifpiivatt transaction) 
19. PSHIP, 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 rnlunnI 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 Codes: (See Columns and 03) alu;: Method Codes O lL--- lI $1,000 orless $50,001-$100.000 $15,000 less 250.000-$500.000 $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) $250.000-$500,000 $500,001-$1.000.000 $1,000,001-$5.000.000 $5,000,001-$25,000.000 $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