Alan C. Stout

2013Annual

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Pull out the substance of this filing.

What was filed

  • 69

    investments

  • 5

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 3

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Market
  • Stout Development Inc
  • Fohs Hall, Inc
  • Murray State University Foundation
  • Kentucky Conference of United Methodist Church: Board of Pensions
  • 9307 Norton Commons Blvd. Condominium Association
  • Farmers Bank & Trust (12/31/13)
  • Capital One
  • NABT
  • NCBI)
  • NCB)
  • Kentucky Retirement Systems (Pension)

As filed

EJ Joint Investment Acct

a Amencan Balanced Fund CL A — Int/Div

b. Amern High Income Trust CL A — Int/Div

Amencan Mutual Fund CL A — Int/Div

d. Capital Income Builder Fund A — Int/Div

Income Fund of America A — Int/Div

1 Capital Income Builder (X) — Int/Div

Capital World GRW - Mutual Fund — Int/Div — Sold (part)

hh Nuveen Ky Muni Bond - Mutual Fund — Int/Div — Sold (part)

i Washington Mutual Invs - Mutual Fund — Int/Div — Sold (part)

EJIRA

a Capital World GRW & Inc - Mutual Fund — Int/Div

b. Income Fund of America - Mutual Fund — Int/Div

Bond Fund of America - Mutual Fund — Int/Div

d Capital Income Builder Fund - Mutual Fund — Int/Div

e. Capital World GRW & Inc Fund - Mutual Fund — Int/Div

Growth Fund of America - Mutual Fund — Int/Div

g Investment Co of America - Mutual Fund — Int/Div

h Fundamental Investors Fund (X) — Int/Div

IAMCAP Fund Class A (X) — Int/Div

EJ 529 College Savings Plans CAFAX (X) — Int/Div

Am Ent & Life Ins

a RiverSource ULI — None

b. ATIAX — Int/Div

FMFAX — Int/Div

4d SGOVX(X) — Int/Div

ee ODMAX — Int/Div

fPBDAX (X) — Int/Div

hh TPINX(X) — Int/Div

LTIPX) — Int/Div

IYR(X) — Int/Div

kk DBC(X) — Int/Div

LL PRF(X) — Int/Div

LFCU - Savings Acct. — Interest

Real Estate 1/2 Int. Marion, Crittenden Co., KY — None

Real Estate 1/3 Int. - 7 Acres Graves Co Mavfield, KY — None

Farmers Bancorp (Stock) — Int/Div

FBTC. (CD & Savings) — Interest

Condo Grand Rivers, Livingston Co. KY — Rent

Real Estate. Manon. Crittenden Co. KY — None

Marmot Vacation Time Share — None

Stout Development Inc. Stock — None

Marion Baseball Club LLC — None

Real Estate - Benton, Marshall Co. KY — None

Real Estate, Marion, Crittenden Co, KY (subject to Life Est.) — None

Marion Development Group Stock — Int/Div

Marion Development Group ( Note) — Interest

LS SAVINGS BONDS (X) — Interest

Realty Income Corp. -stock — Sold — Market

American It GRW-Mutual Fund — Sold — Market

ARBFX (listed in line 31-2012 report as Arbitrage Funds) — Int/Div

BHYAX (listed in line 32-2012 report as Blackrock Funds) — Int/Div

CVSIX (listed in line 33-2012 report as Calamos Family of Funds) — Int/Div

INUTX (listed in line 34-2012 report as Columbia Funds Group) — Int/Div

GCMAX (listed in line 42- 2012 report as Goldman Suchs Asset Mgt) — Int/Div

JDGAX (listed in line 43- 2012 report as Janus) — Int/Div

JHAAX (listed in line 44-2012 report as John Hancock Funds) — Int/Div

SBLTX (listed in line 45-2012 report as Legg Mason Funds) — Int/Div

MEDAX (listed in line 46-2012 report as MFS Family of Funds) — Int/Div

PEEAX (listed in line 48-2012 report as Prudential Jenn Mutual Fund) — Int/Div

FMLSX (listed in lmed9- 2012 report as Wasatch Funds) — Int/Div

EMGAX (listed in line 50-2012 report as Wells Fargo Advantage) — Int/Div

Wells Fargo Advantage (WELLS INTL BOND) line 51 of 2012 report — Int/Div — Sold — Market

WMFAX (listed on line 52-2012 report as Well Fargo Adv.) — Int/Div

Marion Development Group Stock (line 58 on 2012 report) — Int/Div

Real Estate Jefferson Co. KY (line 78 of 2012 report) — None

Edward Jones Simple IRA (line 75 of 2012 report) merged into line 11

AMCAP Fund Class A (line 76 of 2012 report) merged into line 11

Fundamental Investors Fd (line 77 of 2012 report) merged into line 11

President, Stout Development Inc

President/Director, Fohs Hall, Inc

Board of Trustees, Murray State University Foundation

Board Member, Kentucky Conference of United Methodist Church: Board of Pensions

President, 9307 Norton Commons Blvd. Condominium Association

Agreement — 19862006 — Kentucky Employee Retirement Systems (KERS), No control

Liability — Farmers Bank & Trust (12/31/13) — Line of Credit secured by Commercial Real Estate Mortgage

Liability — Capital One — Credit Card

Reimbursement — NABT — 02/21/13-02/23/13 — SCOTTSDALE, AZ — Attended and spoke at Conference — Food, lodging and airfare

Reimbursement — NCBI) — 091 7/13.09/19/13 — WASHINGTON, DC — Attended Legislative Committee Meeting — Food, lodging and airfare

Reimbursement — NCB) — 10/29/13-11/02/13 — ATLANTA, GA — Attended Annual Meeting — Food, lodging and mirfare

Income — 2013 — Kentucky Retirement Systems (Pension) — S53. 142.00

This Amended Report is submitted in response to the items listed in the letter dated September 10, 2014. 1f this report is still not right | will obtain services of

CPA 10 assist in preparation of the report.

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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