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Judicial Watch • Alan A. McDonald – 2005

Alan A. McDonald – 2005

Alan A. McDonald – 2005

Page 1: Alan A. McDonald – 2005

Category:Federal Judges

Number of Pages:12

Date Created:December 1, 2006

Date Uploaded to the Library:November 21, 2014

Tags:Alan A McDonald, Chiawana, MCDONALD, Bought, 2005, INVESTMENTS, transactions, TRUSTS, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev.1/2006 
FOR CALENDAR YEAR 2005 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial} MCDONALD, ALAN Court Organization U.S. DISTRICT COURT Date Report 4/3/2006 Title (Article ill judges indicate active senior status; magistrate judges indicate full-or part-time} SENIOR ARTICLE III JUDGE Sa. Report Type (check appropriate type} Nomination, Date Initial Annual Final Reporting Period 01101/2005 12/3112005 
Sb. Amended Report Chambers Office Address POBOX2706 YAKIMA 98907-2706 the basis the information contained this Report and any modifitions pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date 
 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSIT! NS. (Reporting individual only; see pp. 9-13 instructions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY OWNER MARU RANCHES 
,.._, 
 
- 
(,f) ::::ti 
2.PARTNER MARUDO ASSOCIATES 
3.PARTNER CHIA ANA ORCHARDS STOCKHOLDER CHIA WANA INC 
O=-; 
c> ...  
:.:..J::: 
f,iO 
5.PARTNER MPM PARTNERSHIP 
6.PARTNER MM RENTALS, PARTNERSHIP OWNER, tenant common BADGER PCKET ORCHARD 
 
 
II. AGREEMENTS. (Reporting individual only; see pp. i4-16 instructions.) 
[25] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
Date Report 
MCDONALD, ALAN 
4/3/2006 
 
INCOME 
(yours, not spouses) 
IV. REIMBURSEMENTS -transportadon, lodging, food, entertainmenL 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 
(EJ NONE (No reportable reimbursements.) 
SOURCE DESCRIPTION 
 
 
 
 
 
Date Report 
MCDONALD, ALAN 
4/3/2006 
V GIFTS. (Includes those spouse ond dependent children. See pp. 28-31 instructions.) 
[Kl NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
VALUE 
 
 
 
VALUE CODE Misc. payables revolving (Chiawana Inc) Part VII, Line Misc. payables revolving (Chiawana Oreb) Part VII, Line U.S. Bank debt (MPM) Part VII, Line Allen/Meyer/McDonald notes (Chiawana Orch) Part VII, Line Fann Credit Services note/debt (Chiawana orch) Part VII, Line Fann Credit Services term note (Chiawana Inc) Part VII, Line U.S. Bank operating line (Chiawana Oreb) Part VII, Line Meyer, Jr. note (Chiawana Inc) Part VII, Line Banner Bank** See Note mortgage (Marudo) Part VII, Line 
10. Key Bank** See Note mortgage (Marudo) Part VII, Line 
11. Shinn Family LLC note (Chiawana Orch) Part VII, Line 
12. David Newman note Chiawana Inc) Part VII, Line 
13. Capital Equipment Lease equipment (Chiawana Orch), Part VII, Line 
14. Shareholder Option Obligation note (Chiawana Oreb) Part VII, Line 
 
 
 
Date Report 
MCDONALD, ALAN 
4/3/2006 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. See PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including llllst assets) 
 
Place (X) after each asset 
exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) (2) (I) (2) (I) not exempt from disclosure 
Amount Code (A-H) Type (e.g. div., rent, int) Value Code (J-P) Value Method Code (Q-W) Type (e.g. buy, sell, merger, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) LORD ABBETI AFFIIATED A-(fonnerly Affiliated Fund) Dividend Bought 717 Bank the West Accounts akirna, Interest RENTAL PROPERTY, Selah, Rent MARUDO ASSOCIATES (1/2 INTEREST) Land Develop. Rent CHIA ANA ORCHARDS (1/4 int)Bent,Grant, Yak Frank Rent CHIAW ANA INC (1/4 int) fruit warehouse, Yakima, Rent AMERICAN EXPRESS, common stock Dividend AMERIPRISE FINANCIAL, common stock, spin-off AmExp Dividend Spin-off 10/3 Recd from American Exp. BOEING, INC, common stock Dividend 
IO. BANCORP, common stock Dividend 
11. PYPER JAFFRAY, common stock None 
12. PSHIP, 1/3 int, Yakima, WA., cold storage -MPM Rent 
13. PSHIP, 1/2 int, Yakima, WA, wood apple bin rentals-MM Rent 
14. LEHMAN BROS. HOLDINGS, INC, common stock Dividend 
15. BADGER POCKET VISTA RANCH, Kittitas Co., (2/3 interest) Rent Partial Sale 12/30 gain 
16. GOLDENDALE WTR SWR REV REF 5.65% 5/1/13, tax free Interest 
17. NUVEEN SENIOR INC FD, common stock Dividend Income Gain Codes: A=Sl,OOOor less =$1,001 -$2,500 c=$2,501 -$5,000 D=$5,001 -$15,000 15.00 -$500000 
(See Columns and 04) F=$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,00 $5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=$15,00I -$50,000 L=$50,00I -$100,000 M=Sl00,001-$250,000 
(See Columns and 03) N=$250,001-$500,000 0=$500,001 -$1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 
3.Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 T=Cash Market 
(See Column C2) =Appraisal V=Other S=Assessment 
U=BookValue W=Estimated 
 
 
Date Report 
MCDONALD, ALAN 
4/3/2006 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. See PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (:X)1 after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) (2) (I) (2) {I) Ifnot exempt from disclosure 
Amount Code (A-H) Type(e.g. div., rent, int) Value Code (J-P) Value Method Code (Q-W) Type(e.g. buy, sell, merger, redemption) (2) Date Month Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller {if private transaction) 
 
 
34. MUNDER NETNET-B common stock None Total Sale 6/15 Income Gain Codes: =Sl,000 less B=Sl,001-$2,500 =$2,501 -$5,000 0=$5,001-$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,00 -$100,000 =$100,001 -Sl,000,000 =Sl,000,001  $5,000,000 =More than SS,000,000 Value Codes =$15,000 less K=$15,00l -$50,000 L=$50,00l -$100,000 =$100,001 -$250,000 
(See Columns and 03) N=$250,001 -$500,000 0=$500,001-$1,000,000 =Sl,000,001-$5,000,000 =SS,000,00 -$25,000,000 Value Method Codes (SeeColumn C2) =$25,000,001  $50,000,000 Q=Appraisal =Cost (Real Estate Only) V=Other =More than $50,000,000 =Assessment =Cash Market =Book Value W=Estimated 
 
Date Report 
MCDONALD, ALAN 
4/3/2006 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see pp. 14-s1 offtlinc instructions) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period including trust assets) reporting period reporting period 
 
Ifnot exempt from disclosure 
(2) 
(2) 
{I} 
(I) 
Amount 
Place (X) after each asset 
Type{e.g. 
Value 
Value 
Type( e.g. 
Code 
exempt from prior disclosure 
div., rent, 
Method 
Code2 
buy, sell, 
Date 
Value 
Gain 
Identity int.) 
Code3 
(A-H) 
(J-P) 
merger, 
Month 
Code2 
Code 
buyer/seller 
redemption) 
(Q-W) 
Day 
(J-P) {if private 
transaction) 
35. MUNDER POWER PLUS, Cl-A, commons tock 36. MUNDER POWER PLUS, Cl-B (formerly Munder P.P.) 37. BANK ACCOUNT, Agency Account 38. 39. None None Div/Int Bought Partial Sale Partial Sale Partial Sale 6115 2115 8/1 12/1 See Note#3 See Note#4 
40. MEDTRONIC, common stock Dividend 
41. COHEN STEERS, common stock Dividend 
42. GABELLI DIVIDEND, common stock Dividend 
43. CALAMOS CONY, common stock Dividend 
44. TOBACCO SETTLEMENT, Wa, 6.5% tax exempt bond Interest Part Redemp. 611 Gain 
45. AMERIVEST PPTYS, common stock None Total Sale 3/16 Gain 
46. LORD ABBETT, tax-free, Nat Inc Interest 
47. MADISON CLAYMORE COVERED CALL FUND Dividend 
48. FANNIE MAE Dividend Total Sale 8/16 Gain 
49. !STAR FINANCIAL, common stock Dividend 
50. ELECTRONIC DATA SYSTEM CORP, com. st. None Bought 11/14 
51. KAYNE ANDERSON ENERGY, common stock Dividend Bought 6/27 Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 E=$15,00l -$50,000 
(See Columns and 04) =$50,001 -$100,000 G=SI00,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=$15,00I -$50,000 L=S50,00l -$100,000 =$100,001 -$250,000 
(See Columns and 03) N=$250,001 -$500,000 0=$500,001 -SJ,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 st (Real Estate Only) P4=More than $50,000,000 =Cash Market 
(See Column CZ) =Appraisal =Other S=Assessment 
U=Book Value 
 
W=E.srimated 
Date Report 
MCDONALD, ALAN 
4/3/2006 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. See pp. 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(1) (2) (!) (2) (!) Ifnot exempt from disclosure 
Amount Code (A-H) Type(e.g. div., ren int) Value Code (J-P) Value Method Code (Q-W) Type(e.g. buy, sci merger, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
103. Total Sale 11/28 Gain 
104. -Williams Partners Bought 8/18 
105. -Electronic Data Sys. Bought 11/14 
106. -Capital Income Bldr. Bought 6/14 
107. -Fidelity Adv. Equity Value -Class Bought 2115 
108. -Fidelity Adv. Mid-Cap -Class Bought 2/15 
109. -Fideltiy Adv. Mid-Cap Class Bought 2/15 
110. -Gamerica Capital Bought 611 Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,00 15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001 -$100,000 G=SI00,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,00 -$50,000 =$50,001 -$I 00,000 =$100,001 -$250,000 
(See Columns and 03) N=$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) ore than $50,000,000 =Cash Market 
(See Column C2) =Appraisal V-Other =Assessment 
U=Book Value W=Estimated 
 
 
 
Date Report 
MCDONALD, ALAN 
 
4/3/2006 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (IndicatepartofReporL) 
Notes VI. LIABILITIES 
Note -Line 9Banner Banlc. New note signed 6/30 and added balance already owed that time, increasing the debt. 
 
Note -Line Key Bank. portion the total amount owing Key Bank was paid 6/30 and was refinanced through Banner Bank, indicated Note above. smaller 
balance owing remains. 
 
Notes VII. INVESTMENTS AND TRUSTS 
Note -Line The 2004 report identified the asset only Munder Power Plus, when fact should have been correctly identified Munder Power Plus, Class There change the asset status, and this note merely clarify its identification. 
 
Note -Line The 2004 report identified the asset only Bank Accounts, when fact should have been correctly identified Bank Account, Agency Account. 
There change the asset status, and this note merely clarify its identification. 
 
Note -Line The 2004 report identified the asset pfd stock ... This report corrects shows correctly Greater Bay Bank, 9%, pfd. BOND ... There change 
the asset status and this note merely clarify its identification. 
 
 
 
 
Date Report 
MCDONALD, ALAN 
4/3/2006 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge 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 have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
NOTE: INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544