James Aubrey Parker

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 59

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • tor loss
  • Res. Partners
  • Operating Co LLC
  • JPFP LLLC

As filed

ACE Lud — Int/Div

Prospect Global Resources — None

Dela Petroleum — None — Sold — tor loss

Denver Minerals & Rovalty — Distribution

US. Treas Notes — Interest

CkngAcct.&CDs BkAm-Albuguerque, NM — Interest

Agency Acct- JPMorgan — Interest — Donated

Parcel 21, Harris Co... TX (Undivided 50%) — None

Parcel #3, Harris Co., TX (Undivided 507%) — None

Parcel 21. LiveOakCo., TX (Undivided 50%) — Reat

Parcel #1, Bemalillo Co. NM (Undivided 25%) — None

Parcel #2, Bemalillo Co., NM (Undivided 0%) — None

MINERAL ROYALTY PROPERTIES

LOUISIANA

Common Leases. Ascension Parish — Rovalty — Donated

VariousLeases, Placquemine Parish — Rovalty — Donated

TEXAS

Dobie Ranch, Live Oak Co. — Rovalty

COLORADO

ORR & RIL. Weld & Adams Cos. — Rovalty

MINERAL WORKING INTERESTS:

4 Wells, Adams Co., CO. — Distribution

1 Well, Arapahoe Co, CO. — None

8 Wells, Washington Co., CO — Distribution — Buy (add'l)

12 Wells, Weld Co, CO — istmbution

Well, Elbert Co., CO — Distribution

Parcel #1, La Plata Co., CO. (land, cabins, water 25% int.) — Rent

Noble Energy — Int/Div

EMC Corp — None

Siemens AG — Int/Div

Johnson & Johnson — Int/Div

Celgene Corp — None

Verizon Global Note — None — Matured

Bank of America CDs & Acts. (IPFP LLC) — Interest

Franklin US. Government Securities — Interest

Templeton Income Global — Distribution — Buy (add'l)

Frunklin Large Cap Equity — Interest — Sold (part)

Vanguard Emerging Markets — Interest

L'Occitane — None

Mile High Flea Market — Distribution

AFG. LLC — None — Expired

Westfield Res. Partners — None — Buy (add'l) — Res. Partners

Apple Inc — Int/Div

TEVA Pharmaceutical Inds — Int/Div

JP Morgan Chase — Int/Div

Apex Operatmg Co, LLC — None — Buy — Operating Co LLC

Li& Fung Ld — None — Sold — tor loss

Hyundai Motor Co — None

Skyworks Solutions Inc — None

Pioneer Oak Ridge Small Cap — None

Franklin Small Cap — Int/Div

Facebook — None — Buy

Facebook — None — Sold — tor loss

USAA Fund Advisor Account (X) — Int/Div

USAA CDs (X) — Interest

Compass/BBVA check acct. (X) — Interest

Compass/BBVA trust acct (X) — hy

AXA IRA Acct (X) — Int/Div

Mineral Int.-- Love, Co. OK: Cook Co. Jefferson Co. TX (X) — Rovalty

Co-Manager, JPFP LLLC

During 2012 | made charitable gifts exceeding $1,000.00 in value to University of New Mexico Foundation, Rice University, United Way of Central New Mexico,

St. John's Cathedral, Albuquerque Museum Foundation, University of Texas Law School Foundation, Colorado Uplift, Family in Christ Community Church, and

Boulder County K-Life.

During 2012 1 made gifts exceeding $1,000.00 in value of interests in JPFP LLC

The securities shown on Lines 1,3.26-30,33.37,41-43, 45-50, 52 of Section VII were held during 2012 by Fiduciary Trust International either in an LRA. account

and/or in a managed account,

The agency account at J.P. Morgan Private Bank (line 5, Section VII) is an account in which

cach had an undivided 50% terest. The primary

assets for which J.P. Morgan Private Bank is agent are Louisiana mineral royalty properties (Lines 12-14, Section VII). The royalty income received by the Bank

1s invested in money-market funds which eam mterest or dividends in the amount stated on line S, Section VIL The royalty income from and the values of the

mineral properties held in the agency account are stated at lines 13-14 of Section VII. | donated my interest in the Louisiana mineral properties to

at

the end of 2012, so my interest in the agency sccount ended at that time,

Value code S was used for the following properties:

Line 6 Parcel

#1, Harris Co, TX $556,348 (JPFP, LLC 50%=

$278,174

Line 7 Parcel

#3, Harris Co, TX

$3,049,852 (JPFP, LLC 50%= $1,524,926

Line 8 Parcel

#1, Live Ouk Co, TX

$1,498,771 (JPFP, LLC 50%= $749, 385

Line 9 Parcel

#1, Bemalillo Co., NM $162,900 (JPFP, LLC 25%=

$40,725

Line 10 Parcel

#2 Bemalillo Co, NM $65,700 (JPFP, LLC 50%~

$37.850

Line 25 Parcel

#1, La Plata Co, Co $562,070 (JPFP, LLC 25%~ $142,210

During 2012 JPFP

. LLC received a refund for overpayment of state taxes from Louisiana within income code A.

The descriptions ou Lines 11, 12, 15, 17 and 19 of Section VII are merely headers.

During 2012 1 received a distribution within Value A from the Estate

On Line 22, Section VII of this 2012 Report | have reported 8 wells in Washington Co., Colorado which resulted from the purchase of an additional 3 wells on

May 1,2012.

The Verizon Global Note (shown on Line 31, Section VIT) was called and paid in full (Value K, Gain A) on November 28, 201 land should have been reported on

my 2011 Report.

The investment m MBH Enterprises (Line 39, Section VII of my 2011 Report) ended with a final payout on 11/01/10. On my 2011 report | showed income from

MBH Enterprises that actually was attributable to Mile High Flea Market, a related venture. On my 2012 Report | have identified Mile High Flea Market in place

of MBH Enterprises on Line 38, Section VIL

On Lines 52 and 53, Section VII of this 2012 Report | have shown the purchase and sale (within 3 weeks of the purchase) of Facebook stock. This was purchased

by an account manager at Fiduciary Trust, where | have an account, without my knowledge. Because of concerns about a potential conflict of interest as a Judge, |

directed the sale of this stock as soon as | became aware of the purchase,

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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