Donald W. Montfort › F-1
Donald W. Montfort: 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
- 2025-03-30
- Office
- —
- Original
- the statement on the PDC's site
Income 2
| Source | For | Whose | Amount |
|---|---|---|---|
| Social Security Bellingham, WA | Social Security | Filer | $30,000–$59,999 |
| Birch Bay Water & Sewer District Blaine, WA | WATER & SEWER COMMISSIONER | Filer | $0–$29,999 |
Accounts and investments 2
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Whatcom Educational Credit Union | Savings | Filer | $0–$29,999 |
| Checking | $0–$29,999 | ||
| Savings | $0–$29,999 | ||
| Checking | $0–$29,999 | ||
| TAG Investments | Mutual Funds | Filer | $200,000–$499,999 |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Blaine | Filer | $200,000–$499,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Other debts 1
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| BECU | Filer | $30,000–$59,999 | 6.99% - 5 years |
Values are the F-1's brackets (exact for gifts).