Timothy J Burt › F-1
Timothy J Burt: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-01-01 – 2024-12-31
- Filed
- 2025-03-18
- Office
- Regent/Trustee, Walla Walla Community College
- Original
- the statement on the PDC's site
Income 1
| Source | For | Whose | Amount |
|---|---|---|---|
| U S Government | Social Security | Filer, Spouse | $30,000–$59,999 |
Accounts and investments 8
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Bank of Eastern Oregon | Savings and Checking | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| Washington State Department of Retirement | earned retirement | Filer | $0–$29,999 income $0–$29,999 |
| John Hancock | retirement annuity | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| retirement | Spdr Dow Indust Ave DIA | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Wisdomtree US High Div DHS | $0–$29,999 income $0–$29,999 | ||
| American High-Inc Muni AHICX | $0–$29,999 income $0–$29,999 | ||
| American Tax-Ex TEBCX | $0–$29,999 income $0–$29,999 | ||
| Invesco Rch Municipal ORNYX | $0–$29,999 income $0–$29,999 | ||
| Nuveen High Yield Muni NHMRX | $0–$29,999 income $0–$29,999 | ||
| Carnival Corp CCL | $0–$29,999 income $0–$29,999 | ||
| Manulife Financial Corp MFC | $0–$29,999 income $0–$29,999 | ||
| Marathon Pete Corp MPC | $0–$29,999 income $0–$29,999 | ||
| Welltower Inc Reit WELL | $0–$29,999 income $0–$29,999 | ||
| American Cap Income CFIHX | $0–$29,999 income $0–$29,999 | ||
| American Growth Fund GAFFX | $0–$29,999 income $0–$29,999 | ||
| American Income FIFAX | $0–$29,999 income $0–$29,999 | ||
| American New Perspective FNPFX | $0–$29,999 income $0–$29,999 | ||
| American New World FNWFX | $0–$29,999 income $0–$29,999 | ||
| Hartford Balanced Income HBLFX | $0–$29,999 income $0–$29,999 | ||
| Hartford Schroders INTL HFYFX | $0–$29,999 income $0–$29,999 | ||
| John Hancock Bond JHBSX | $0–$29,999 income $0–$29,999 | ||
| Lord Abbett Bond Deb LBNOX | $0–$29,999 income $0–$29,999 | ||
| Lord Abbett Total Return LTROX | $0–$29,999 income $0–$29,999 | ||
| MFS International New MIDLX | $0–$29,999 income $0–$29,999 | ||
| MFS Total Return Bond MRBKX | $0–$29,999 income $0–$29,999 | ||
| MFS CI R6 MEIKX | $0–$29,999 income $0–$29,999 | ||
| Victory Sycamore Est Value VEVRX | $0–$29,999 income $0–$29,999 | ||
| ALPHABET INC GOOGL | $0–$29,999 income $0–$29,999 | ||
| IBM IBM | $30,000–$59,999 income $0–$29,999 | ||
| KYNDRYL HLDGS INC KD | $0–$29,999 income $0–$29,999 | ||
| SABRE CORP SABR | $0–$29,999 income $0–$29,999 | ||
| VICTORY SYCAMORE SMALL COMPANY VSORX | $0–$29,999 income $0–$29,999 | ||
| SPIRE INC SR | $0–$29,999 income $0–$29,999 | ||
| Nuveen Muni Income NMI | Filer, Spouse | $0–$29,999 income $0–$29,999 | |
| Paypal Holdings PYPL | $0–$29,999 income $0–$29,999 | ||
| personal | American Express AXP | Filer | $0–$29,999 income $0–$29,999 |
| AMAZON AMZN | $0–$29,999 income $0–$29,999 | ||
| AT&T T | $0–$29,999 income $0–$29,999 | ||
| JOHNSON&JOHNSON JNJ | $0–$29,999 income $0–$29,999 | ||
| ONEOK OKE | $0–$29,999 income $0–$29,999 | ||
| PHILLIPS 66 PSX | $0–$29,999 income $0–$29,999 | ||
| PROCTER&GAMBLE PG | $0–$29,999 income $0–$29,999 | ||
| WARNER BROS DISCOVERY WBD | $0–$29,999 income $0–$29,999 | ||
| NUVEEN MUNICIPAL NMI | $0–$29,999 income $0–$29,999 | ||
| SECTOR SPDR TRUST UTILITIES XLU | $0–$29,999 income $0–$29,999 | ||
| FRANKLIN FED LIMITED-TERM FFLQX | $0–$29,999 income $0–$29,999 | ||
| Personal | FRANKLIN FEDERAL TAX-FREE FKTIX | Filer | $30,000–$59,999 income $0–$29,999 |
| FRANKLIN MANAGED INCOME FBLAX | $30,000–$59,999 income $0–$29,999 | ||
| FRANKLIN RISING DIVIDENDS FRDPX | $60,000–$99,999 income $0–$29,999 | ||
| FRANKLIN US GOV MONEY FMFXX | $60,000–$99,999 income $0–$29,999 | ||
| JP MORGAN INC BUILD JNBAX | $30,000–$59,999 income $0–$29,999 | ||
| STATE BK INDIA | $30,000–$59,999 income $0–$29,999 | ||
| WASH FINL BK PA | $0–$29,999 income $0–$29,999 | ||
| PERSONAL | APPLA POWER CO | Filer | $0–$29,999 income $0–$29,999 |
| HARTFORD LIFE | $0–$29,999 income $0–$29,999 | ||
| NW NATURAL GAS | $0–$29,999 income $0–$29,999 |
Real estate 2
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Pomeroy | Filer, Spouse | $200,000–$499,999 | — |
| WA | Filer | $100,000–$199,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.