1/10/2017 POFD Form POFD FORM COMPLETED Submission Date: 03/15/2016 FILER INFORMATION First Name: Andrew Last Name: Josephson Address: 4859 Pavalof Street City, State Zip: Anchorage, Alaska 99507 Contact Phone: 907­349­2711 Alternate Phone: 907­444­4408 Fax (Optional): Nothing to Report Email: rep.andy.josephson@akleg.gov Partner Type: Spouse Spouse/Domestic Partner Name: Donna Kay Josephson Dependent Children: 0 Non­Dependent Children: 0 Names of Non­Dependent Children living with filer: PURPOSE OF FILING Report Year: 2016 Report Dates: From 01/01/2015 Through 12/31/2015 Filing As: Office Holder Branch: Legislative Position: Representative Report Type: Annual INCOME Owner Type Spouse Salaried Detail Anchor Lutheran School (most income comes as "housing allowance") Description Amount Second grade teache $5,000 ­ $10,000 r; minister of the Gos pel; church organist 8100 Arctic Boulevard Anchorage, Alaska 99518 Full­time From: 01/01/2014 Through 12/31/2015 Time Worked: https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=12053 1/4 1/10/2017 Owner Filer POFD Form Type Salaried Detail Description State of Alaska State legislator Amount $50,000 ­ $100,000 State Capitol Juneau, Alaska 99801 Full­time From: 01/01/2014 Through 12/31/2015 Time Worked: Filer Rental Tenant: Sam and Maria Andulo Filer Dividend Department of Revenue, or Permanent Fund Division Interest Spouse Dividend Department of Revenue, or Permanent Fund Dividend Division Interest Partner Other Source: Minister's Parsonage Allowance $5,000 ­ $10,000 $2,000 ­ $5,000 $2,000 ­ $5,000 $20,000 ­ $50,000 INTERESTS Owner Type Detail Filer, Real Spouse Property 4859 Pavalof Street Anchorage, Alaska 99507 Filer, Real Lot 32, Discovery Partner Property Harbour Subdivision Naalehu, Hawaii 96772 Filer, Real 350 Irwin St #104 Spouse Property Juneau, Alaska 99801 Filer Beneficial Managed By: Andrew Josephson Partner Beneficial Managed By: Donna Kay Josephson Filer Beneficial Managed By: Andrew Josephson Filer Beneficial Managed By: Andrew Josephson Partner Beneficial Managed By: Donna Kay Josephson Filer Beneficial Managed By: Andrew Josephson Filer Beneficial Managed By: Andrew Josephson Filer Beneficial Managed By: Andrew Josephson https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=12053 Description Interest Ownership Interest: Tenancy by the E ntireties; fee simple Ownership Interest: Tenancy by the E ntireties; fee simple Ownership Interest: Tenancy by the E ntireties; fee simple Credit Union One: Certificates of Dep osit, Savings Account, Student Saving s Account; WC Account Thrivent Life Insurance Company; 403 (B) Employee State of Alaska, PERS, 5.9 years serv ice, 401k Wells Fargo, SAR­SEP IRA Concordia Retirement Savings Plan (Metropolitan Life) UBS Annuity Thrivent: Roth IRA Thrivent: Non­Traditional IRA Ownership: 100% Ownership: 100% Ownership: 100% Ownership: 100% Ownership: 100% Ownership: 100% Ownership: 100% Ownership: 100% 2/4 1/10/2017 POFD Form Owner Type Detail Filer, Beneficial Managed By: Andrew Partner Josephson and Donna Kay Josephson Filer Beneficial Managed By: Andrew Josephson Filer, Beneficial Managed By: Andrew Partner Josephson and Donna Kay Josephson Partner Beneficial Managed By: Donna Kay Josephson Partner Beneficial Managed By: Donna Kay Josephson Partner Beneficial Managed By: Donna Kay Josephson Filer Beneficial Managed By: Andrew Josephson Description Interest Bank of Hawaii: Savings Account Ownership: 100% Thrivent: Annuity Ownership: 100% Denali Alaska Federal Credit Union: C Ownership: hecking Account, Savings Account, M 100% oney Market Account Concordia Retirement Plan: Defined B Ownership: enefit 100% Morgan Stanley/Smith Barney: Mutual Ownership: Funds 100% Morgan Stanley/Smith Barney: Roth a Ownership: nd Traditional IRAs 100% Alaska USA FCU: Savings Account, C Ownership: hecking Account 100% LOANS AND DEBTS Owner Filer Type Creditor Bank of America Address: Original Loan Amount: PO Box 25118 $227,600.00 Tampa, Florida 33622 Balance Amount: $189,174.92 Interest Rate: 5.88% Filer, Spouse Creditor Address: 1941 Abbott Road Anchorage , Alaska 99507 Spouse Address: 4859 Pavalof Street Anchorage, Alaska 99507 Name Credit Union One Original Loan Amount: $88,000.00 Balance Amount: $78,435.65 Interest Rate: 3.5% Creditor Donna Kay Josephson (new car­­Alaska USA FCU) Original Loan Amount: $13,000.00 Balance Amount: $8,746.49 Interest Rate: 3.0% LEASES Owner Type of Lease Lease/Contract ID Interest Status Description No Leases / Nothing to Report CLOSE ECONOMIC ASSOCIATIONS https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=12053 3/4 1/10/2017 POFD Form Person Disclosing Association Associated Person Description No Associations / Nothing to Report LOBBYIST PARTNER EMPLOYERS Name Address Compensation No Lobbyist Partner Employers / Nothing to Report https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=12053 4/4