Richard A Jones Financial Disclosure Report for 2009

8/3/2019 Richard A Jones Financial Disclosure Report for 2009

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A O l0 [ FINANCIAL DISCLOSURE REPORT i~ Go~e,.,m~e~ Act q!1978~ e ~ , . L ~ 0 ~ 0 FOR CALE~ D: R YEAR 2009 ~ . ~ u~ Person Reporting (last name. first, n~iddle initi~l) 2. Court or Ch~aoization 3. D=~te of Reporl

~one3. R~d~ard A. WD. Washington

4. Titl~ (Article I][ judgea bldlcate acm.e or se]:ior status: Sa. Report Type {check appropria{c type) 6. Rep~r~ing Periodmagistrate k~dges indicate full- or part-time~ ~ Nominaden. D a ~ e 0 ~01/20091 2 ~ 3 1 ~ 2 0 0

5b. ~ Amended Reporl

modiflcatlons pertaining thereto, it is, in m~ opiniml in complianceUnited Sta tes Courthouse with applicable la~s and regulations.700-Stewart StreetSea~le, Washington 9g!O1 Reviewit~g O[licer .................. Dale ..........

I M P O R T A N T , % ~ O T E S : 17re instractio,ts accompanying this form must be fo!to~ved. Complete all parts.checking the IVONE box for each part where .k, ott have no reportable information. Sign vn last puge.

I . P O S I T I O N S . ( ~ w o ~ , i ,, , . i , ,~ , , [ u . o ~ o , , ~ , ; ,~ . . ~ . , m s o ~ i , , .~ ~ , . . . . . . . . , o . , . ~~ - ~ N O N E 0 V o reportable positions.)

~S1TION NAME OF ~QAN~ONiENTIFYI. " [ ~ s t ~ e Y M C A of Gre a t e r S e a t t l e2. Adviso~ ~ B o a r d M e m b e ~ National Cee te r fi?r Courts and Media , National Judicia l College3. A d v i s o~ B o a r d M e m b e r S e a t t l e U n i v e r s i ~ " A c c e s s t o J u s t i c e l n s n m t e

4, B o a r d M e m b e r W a s h in g t o n S t a t e M i n o r it y a n d J u s ti c e C o m m i s s io n

5. Facul~/lns tmctor National Judicial College

N O N E (No reportable agreements.)~ATE PA~IIES AND TERMS-

I . ! 9 9 4 Washington Sta te Deferred Compensa t ion Plan: peas ion upon refiremem

2 . 1 9 9 4 Washington Sta te Judicia l Retire rnent ! \ccotll lt : pens ion upo n re t i rement


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FINANCIAL DISCLOSURE REPORT ~ ........ r ~ , ~ , , , , ~ < ~ , , , r , i , ,g

1 1 1 . N O N - I N V E S T M E N T I N C O M E . t n ~ ,, ,, i, ,v i,,di,id,.,l .ndspv.,t: w,e pp. t7-24 {flilin,;, i .........A. F i l e r s N o n - I n v e s t m e n t I n c o m e

NON[; (No reportable ,~o,~-investment income.)D & I ~ S O U R C E A N D TY P E IN C O M E

(yours: flo~1 .

2 .3.4.

B. Sp ollS~:~s N.Oll-lllv~Stlllt2ll| I Ilcom,.~ - I f y o u w e r e m a r r i e d d t ~ r m g a . ~ O , p o r t i o n t q t h ~ r e p o r t i n $ , ) ,c u r , c o m p & t e t h i s s e c ti o n .

~ N O N E ( N o reportable non-investmer~t #~come.)O A T E S()U~QE AND TyP~

1,2009

3.

I V . R E I M B U R S E M E N T S . . . . . . . . por,, , ,~,. . , lodgittg, food, ~,tlterlai ..........( l n c h t& r t h o s e t o p o m e a , , a d e p e ,, d e m c h i l c h e ~ : s e e p p . 2 5 - 2 7 ~ ? f T f i l ~ , ~ g i n s : r u c ti ~ * ~ r )~ N O N E (No rwortaMe reimbursements.)

~URCE D A T E S LOCAT10~ P U R P O S E IT E M S P A I D O R P R O V I D E DI. The Aspen Institute-Justice Ja nua r y 3 0 -F e b m a w Aspen ] r ts~i tu te-New York ~ : . d ~ * c a t i o n S e m i n a r Trat~spo~qat ion , meals and lodgingans Society Program. I, 20092. National Judicia l Coltege M arch 1 6-t7 , 2 009 S an Fran cisco , C A T e a c hing Judg e s T ra n s p o ~a t i o n , m e a l s a n d l o d g i n g3. National Judicia l C allege A pril 1 9 -2 1 ,2 009 R en o . Nev ad a 1 c a c hing Judg e s . Transpocta t ion, meals and lodging4. Y M C A - U S A Augu:~t 4-5, 2009 C h icago . Illin o is B o ard M ee tin g l -r~nspor~at ion , ;nc~ds a nd lodging5. W a sh in gto n S ta ~e Su pre me Octo be r 9 , 2 009 S p o k a n e , W A Y o m h L a w F o ru m l ransporta~ion and me a~sC o u r t M i u o d ry a n d J u s t i ceCommission6 . Nm io na I Ju d~ c{ al Colle ge Oc to be r 4-6 , 2 009 R en o , Nev ad a "t cachin g Jud ges Tran spo m ~ tio m m eals a nd lo dgin g


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F I NA N C I A L D I SC L O S U R E R E P O R T

~ N O N E (No rel~,ort~bleSO URC E D ESC RIPT IO N VALUE

2.3.4.5.

~.~ N O N E ( N o reportat~le liabilities.)CR EDITO R D~ ,SCR !pTIO N V A L U E C O D E

1 . A m e r ic a n E x p re ss C r e d i t C a r d j

3.

5.


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F IN A N C I A L D I SC L O S U R E . R E P O R T

~-] N O N E (~,;o reportable income assets, orZ ......... ~ " c. ............... ~ ..................

( i . c l u a i n g t r u e s t a s s e t s ) r e p o r t i n g pe r i o d e l r c p o r m ~ g p e r i o dPlace "(XY after each asset ~Amo.n~ T~pc (c ~ . Value Value r Tcpe (e&. Date Value Gain ~ ]dentily of

-e x e m p t f ro m p r i o r d i s c l o s u r e C o d e I ~, rein. C ~ d c 2 M e th o d b u y , s e l l , mnfd~"v C o d e 2 Code I ~ b t b e d s e l l e r, ( A - H ) o r i~t,) (J-P} C o d e 3 : r e d e m p t i o n ) : (J-P) LZ-H} : ( i f p r i v a t e:

. T u l l y s S m c k ( p r d e r r e d ) N o . ~ ] I W

~. F BR D i re c t N o n e J I U !. A m e r i ca n F u n d s : A m e r i ca n Ba la n ce d A I n [ c r e s t k I Ts A m e r i ca n F u n d s : A m e r i ca n M u m a ! A ] l n t e r e s ~ L T6. Americ;m Funds : Capita l Income Bulk ie r A : I n t e r e s ~ L T7. American Funds : Capita[ World Gzowth & A : I n t e r e s t L Tg. A m e r i ca n F u n d s : C a p i t a l W o r l d Bo n d A loterest M ]"9. American Funds : Fundamenta~ Inves tors A I n t e r e s t L TI0. A m e r i ca n F u n d s : Gro w t h F u n d o f A m e r i ca A lmercst L " " I I. A m e r i ca n F u n d s : In co m e F u n d of A m e r i c a A I [ n t e r , : s t L T ]

~ 1 2 . C o m p a n y A [ , ~ t e ~ e s t ] M Tu n d s : InvestmentAmerica1 3 . A m e r i ca n F u n d s : S M A L !. .C A P W OR L I) A l n t e r c ~ t I. I Tt4 . A m e r i ca n F u n d s : W a s h i n g t o n M u m a i N o , h e { M TInvestors .1 5 . A m e r i ca n F u n d s : Bo n d F u n d o f A m e r i ca B I n t e r e s t M T I

!6 . American Funds: Money Marke~* A Distribution "L T I1 7 . Washington State Investment Board** None N j T


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F I N A N C I A L D I S C L O SU R E R E P O R T~ ] ,Iones, Richard A.

VIII, ADDITIONAL INFORMATION OR EXPLANATIONS.

P o ~ i t i o n ~Board Member Washington Sta te Bar Associa t ion Leadership ln.s t imteA d v i s o ry Bo a rd M e m b e r No a h w e s t M i n o r iW Job Fa ir CommitteeAdvisoD" Board Member Firs~ Yeur MinoriW Clerkship ProgramC o - C h a i r K i n g C o u n D Bar A sso c i a t io n R e v . D r . Mar t i n L u t h er K i n g l .u n ch eo n C o mm i t teeBoard Member Center for Children & Youth Jus t ice

VII. In ve stm en ts a nd Tru stsi 8. ISMARC 4 ( t l k Value Code L, Vak, e Mcthod T

2 2. P rinc ip al Fin an ce Gro up V ak le Co de J. \" ~ilu e M eth od T

No. 16 Uninvested R o!lover from From FM eti ty Funds reported in FDR fl.~r Calendar year 2l~.78.** No. 17 Consl i~a tes rollover inves tments combined fiom Fidel i ty Fund s reported in FD R for Caleadar . , , . ea r 211 08. The source o f lhese fimds a re pu rsuant to the"Agreements" section re..":erenced in this 2009 Report.These fiands a re now managed by t l :e Wasbington Sta te Pens ion Fund.


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F I N A N C I A L I) IS C I_ ,O S U R E R E P O R TP a g e 6 o f 6 . ~ , ,, , c ~ . R i c h a , - d a . ~ " ~ ~ . " > ~

IX. C E R T I F I C A T I O N .l c e r t il} , tha t a l l i~ fox m a t iun g ive n a b ove ( inc lnding in lor m a t io~ p e r ta in ing to m y s p ou s e a nd m im ) r o r dc p e ~ d e ul c h i ldr e n , if a n . ~ } i saccurate , true, and complete to the best of my knowledge and belicl , and that any information not reporled ~,as wii~ht~t td because i t met applicable s ta tnltt)Q,provisions permitting ~or~-disclnstli"e.1 f ur the r c e r li f y tha i e a r ne d inc om e f r om outs ide e m p loy m e nt a n d honn r a r ia a nd the a c c e p ta nc e of g i f ts whic h b a r e b e e n ~ C lm r tc d a r c inc om p l ia nc e wi th the p r ov is ions of 5 U . S .C. a p p . 5 0 1 e t . s e q . , 5 U. S . C. 73 5 3 , a nd Jud ic ia l Conf e r e nc e r e g ula t ions .

Si

NOTE: ANY INDIVIDUAL ~.VI10 KaNOWINGLY AND ~,VII~FI.!I_,LY FALSIFIES OR FALLS TO FILE Tills REPORT NIAY BE SUB,JECI" TO CIVIl,AN D CR I M I N AL S AN C T I ON S ( 5 1 L S . C. a p p . 1 0 4 )

F I L IN G I N S T R U C T I O N SM a i l s i g n e d o r i g i n a l a n d 3 a d d i t i o n a l c o p i e s t o :

C oml -n i t re e on F ina nc ia l Disc l osureA d m i n i s t ra l iv e O f f ic e o f t h e U n i t e d S t a t e s C o u r t sS u i t e 2 - 3 01O ne Colul r lbus Ci r cle , N , E.W a s h i n g t o n , D . C . 2 0 5 4 4

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Richard A Jones Financial Disclosure Report for 2009