Joseph H. McKinley jr

2007

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Pull out the substance of this filing.

What was filed

  • 14

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Cir Court.
  • Owensboro Board of Education

As filed

B IRA #1--American Funds (Y)

Washington Mutual Investors — Int/Div

Europacific Growth Fund — Int/Div

Small Cap World Funds — Int/Div

Fundamental Investors. Inc — Int/Div

Kentucky Teachers Retirement — Interest

Prudential Variable Life Ins. : for allocation see Part VIII — Interest — Surrender

Owensboro Country Club Stock — None

Hartford Midcap Fund Class A #1 (Y)

Hartford Midcap Fund Class A #2 — Int/Div

Federated Captial Reserves Money Market Account (Y) — Int/Div

Evansville Teachers Federal Credit Union Account (X) — Interest

RealEstate, Owensboro, Kentucky — Buy — Cir Court.

RealEstate, Owensboro, Kentucky — Sell

Agreement — 4. — rr Cot Cl = = 3 = .

Spouse's income — 2007 — Owensboro Board of Education

Part VII, Item 8: Value is cash surrender value of life insurance. Assets allocated to various Prudential funds: Fixed Rate Option, Stock Index, Equity, Prudential

Jennison, Small Cap. Stock and Global funds. Policy surrendered on 4/18/2007.

Part VII, Item 1-6: There has been no change to this assest from last year. However, last year this was reported under a header using the name of the management

company and the income and value codes were aggregated for all the assets in the IRA account. This change identifies the account as an IRA, with American Fund

assets and lists the individual assests within the fund. Also, income and value codes are listed for each individual fund.

Part VII, Item 10: Asset belongs to Te

Part VII, Item 12: Money Market Account funds changed from Alliance Capital Reserves to Federated Captial Reserves by brokerage company.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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