Richard Paul Kaiser › F-1
Richard Paul Kaiser: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2025-12-31
- Filed
- 2026-01-13
- Office
- Regent/Trustee, Bellingham Technical College
- Original
- the statement on the PDC's site
Income 3
| Source | For | Whose | Amount |
|---|---|---|---|
| AIS Software Inc Bellingham, WA | Project Manager | Filer | $60,000–$99,999 |
| Olin Corporation Retirement Trust Clayton, MO | Retirement Pension | Filer | $0–$29,999 |
| Social Security Washington, DC | Retirement Income | Filer | $30,000–$59,999 |
Accounts and investments 5
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Peoples Bank | Combined all checking & savings accounts | Filer | $0–$29,999 income $0–$29,999 |
| Trail Financial Planning | Traditional IRA | Filer | $750,000–$999,999 income $30,000–$59,999 |
| ROTH IRA | $100,000–$199,999 income $0–$29,999 | ||
| Brokerage | $750,000–$999,999 income $0–$29,999 | ||
| Saturna Capital | 401K | Filer | $30,000–$59,999 |
| HSA | $0–$29,999 income $0–$29,999 | ||
| Vanguard Brokerage Services | Mutual Funds | Filer | $60,000–$99,999 income $0–$29,999 |
| Resource Management Account - Equities | Adobe Inc. ADBE | Filer | $0–$29,999 income $0–$29,999 |
| Amazon.Com Inc. AMZN | $30,000–$59,999 income $0–$29,999 | ||
| Johnson & Johnson JNJ | $30,000–$59,999 income $0–$29,999 | ||
| Proctor & Gamble PG | $0–$29,999 income $0–$29,999 | ||
| Caterpillar CAT | $30,000–$59,999 income $0–$29,999 | ||
| Costco COST | $0–$29,999 income $0–$29,999 | ||
| Microsoft MSFT | $0–$29,999 income $0–$29,999 | ||
| Deere and Co. DE | $60,000–$99,999 income $0–$29,999 | ||
| Vanguard Total Stock Market VTI | $0–$29,999 income $0–$29,999 | ||
| ConocoPhillips COP | $60,000–$99,999 income $0–$29,999 | ||
| Dimensional US Core Equity Market ETF DFAU | $200,000–$499,999 income $0–$29,999 | ||
| Dimensional International Cr Eq Mkt ETF DFAI | $200,000–$499,999 income $0–$29,999 | ||
| Dimensional Core Fixed Income ETF DFCF | $0–$29,999 income $0–$29,999 | ||
| Dimensional Emerging Core Equity Mkt ETF DFAE | $100,000–$199,999 income $0–$29,999 | ||
| Dimensional Global Real Estate ETF DFGR | $0–$29,999 income $0–$29,999 | ||
| Dimensional Short-Duration Fixed Inc ETF DFSD | $0–$29,999 income $0–$29,999 | ||
| VANGUARD BALANCED INDEX ADMIRAL CL VBIAX | $0–$29,999 income $0–$29,999 | ||
| VANGUARD DIVIDEND APPREC INDEX ADMIRAL CL VDADX | $0–$29,999 income $0–$29,999 | ||
| VANGUARD 500 INDEX ADMIRAL CL VFIAX | $0–$29,999 income $0–$29,999 | ||
| VANGUARD SHORT TERM BOND ETF BSV | $0–$29,999 income $0–$29,999 | ||
| VANGUARD ULTRA SHORT BOND ETF VUSB | $0–$29,999 income $0–$29,999 |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Bellingham, WA | Filer | $1,000,000 or more | — |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts).