# William Lockhart Garwood > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/21089 ## Record - **Judge:** William Lockhart Garwood - **Year:** 2010 - **Pages:** 15 ## Text 26.666% General Partnership interest in U.S. 183 Venture — Rent Individual Retirement Account: Bank of America Cash Reserves Trust Class — Int/Div formerly Columbia Cash Reserves Trust Class) Life Insurance policy with Prudential Insurance Company — Int/Div Bank of America account, Austin — Interest Bank of America account, Austin — Interest Bank of America account, Austin — Interest Bank of America account, Austin — Interest T. Rowe Price Tax-Free Income Fund — Interest T. Rowe Price New Income Fund - IRA — Int/Div T. Rowe Price Short-Intermediate Fund — Interest — Buy Dreyfus Intermediate Municipal Bond Fund, Inc. — Interest 25. JPMorgan Chase Bank account, Austin — Interest — Matured JPMorgan Chase Bank account, Austin — Interest — Open Investment held through JPMorgan Chase Bank: JP Morgan Municipal Income Fund Class C — Interest — Buy Interest-Salt Creek Triangle Syndicate: Cupertino, CA — Royalty Salt Creek Field, Natrona County, WY) Royalty Interest #1, Jackson County CO — Royalty 41. Royalty Interest #5, Moffat County, CO 42. — Royalty Royalty Interest #6, Moffat County, CO — Royalty Royalty Interest #7, Sweetwater County, WY — Royalty Royalty Interest #8, Sweetwater County, wY — Royalty Royalty Interest #9, Sweetwater County, wY — Royalty Royalty Interest #10, Sweetwater County. wY — Royalty 58. Mineral Interest #13, One-sixth undivided interest in tract 59. of land in Pike County, KY — Royalty Royalty interest #1-10 & 12 are overriding royalties Investments held through Merrill Lynch: Municipal Investment Trust Fund - 10th PUT Series — Interest Municipal Investment Trust Fund - 10th PUT Series — Interest Undivided 10/12ths of undivided acreage Emr — None jo sd possibly surface only, Liberty County, Texas Investments held through Bank of America (account 1): Columbia Intermediate Municipal Bond Fund Class Z — Interest Altera Corp Common — Int/Div Emerson Electric Co. Common — Int/Div Johnson & Johnson Common — Int/Div Pepsico Inc. Common — Int/Div Diageo Plc-Spr ADR (UK-USD) Common — Int/Div Abbott Labs Common — Int/Div Bank of America Corp Common — Int/Div College Station Tex G.O. Impt Bds-OID 4.25% Due 2/15/10 — Interest — Matured College Station Tex G.O. Impt Bds-OID 4.4% Due 2/15/11 — Interest Sheldon Tex ISD G.O. Sch Bldg Bds-OID 4.375% Due 2/15/11 — Interest Exxon Mobil Corp. Common — Int/Div — Buy (add'l) IShares Inc., MSCI Australia Index Rd — Int/Div SLM Corp MTN Ser — Interest Laredo Tex ISD Pub Fac Corp Lease Bds- OID 3.2% Due 8/1/10 — Interest — Matured Dominion Res Inc VA New Common — Int/Div Ft Worth Tex Wir & Swr Rev GO Ref Bds-OID 3.0% Due 2/15/10 — Interest — Matured McKinney Tex Indpt Sch Dist Ref Bds 3.5% Due 2/15/11 — Interest Bank of America Tax-Exempt Reserves Trust Class — Interest formerly Columbia Tax-Exempt Reserves Trust Class) Bank Amer Corp (formerly Merrill Lynch & Co Inc Preferred) — Int/Div Duke Energy Corp New Common — Int/Div JP Morgan Chase & Co. Common — Int/Div Morgan Stanley Common — Int/Div — Sold (part) Comal Tex Indpt Sch Dist G.O. Ref Bds- OID 3.5% Due 2/1/15 — Interest Huntsville Tex ISD G.O. Ref Bds-OID 4.0% Due 2/15/17 — Interest San Antonio Tex 2006 Obligs-OID 4.125% Due 2/1/19 — Interest Plano Tex Indpt Sch Dist G.O. Ref Bds- OID 4.0% Due 2/15/18 — Interest Gregory Portland Tex ISD GO Ref Bds 3.625% Due 2/15/13 — Interest Caterpillar Inc. Common — Int/Div Spectra Energy Corp. Common (Spinoff from Duke Energy Co) — Int/Div UBS AG Common — None — Sold (part) UBS AG Common — Sold Baytown Tex G.O. Bds 4.0% Due 2/1/20 — Interest Petroleo Brasileiro SA Petrobras Sponsored ADR — Int/Div Bexar Cnty Tex HSG Fin Corp MU Bds 5.875% Due 4/1/14 — Interest Uptown Dev Auth Tex Tax Increm Rev Bds 4.0% Due 9/1/16 129. - Brazos River Auth Tex Ref Coll Rev Bds 4.25% Due 12/1/17 — Interest Shiner Tex Tax Rev Bds-OID 4.0% Due 9/1/19 — Interest Harris Cnty Tex Health Facs Rev Bds-OlD 5.2% Due 5/15/20 — Interest — Sold (part) Nacogdoches Cnty Hosp Dist Ref Bds: OID 4.15% Due 5/15/20 — Interest Brazoria Cnty Tex Health Facs Rev Bds- OID 3.9% Due 7/1/13 — None — Buy Brazoria Cnty Tex Health Facs Rev Bds- OID 4.0% Due 7/1/14 — Interest — Buy Brazoria Cnty Tex Health Facs Rev Bds 5.25% Due 7/1/17 — None — Buy Harrison Cnty Tex Health Facs Rev Bds. OID 4.0 % Due 7/1/17 — None — Buy Harrison Cnty Tex Health Facs Rev Bds. OID 4.0 % Due 7/1/17 — Sold Gilmer Tex Wtrwks & Swr Sys Rev Bds- OID 4.8% due 7/1/14 — Interest — Buy Gilmer Tex Wtrwks & Swr Sys Rev Bds- OID 4.8% due 7/1/14 — Sold Investments held through Bank of Amenca (account 2): Federal Farm Cr Bks Cons Bd 5.64% Due 4/4/11 — Interest Cedar Park Tex G.O. Bds-OID 4.3% Due 2/15/10 — Interest — Matured Denison Tex Wtrwks & Swr Rev Bds-O1D 4.15% Due 9/1/10 — Interest — Matured Denton Tex Util Sys Rev Bds-OID 4.25% Due 12/1/10 — Interest — Matured Laredo Tx Indp Sch Dist Ref Bldg Bds- OID 4.2% Due 8/1/11 — Interest Texas St Pub Fin Auth Rev Bds-OID 4.375% Due 11/1/11 — Interest Abilene Tex G.O. Bds-OID 4.4% Due 2/15/12 — Interest Tomball Tex ISD GO Sch Hse & Ref Bds 4.4% Due 2/15/12 — Interest Ennis Tex G.O. Ref & Impt Bds-OID 4.4% Due 8/1/12 — Interest Galveston Cnty Tex CTFS Oblig-OID 4.6% Due 2/1/13 — Interest Cedar Park Tex Util Sys Rev Bds-OID 4.625% Due 8/15/13 — Interest Allen Tex G.O. Bds-OID 4.6% Due 9/1/14 — Interest Travis Cnty Tex G.O. Rd Bds-OID 5.0% Due 3/1/19 — Interest Arlington Tex Wtr & Wastewater Rev Bds-OID 4.0% Due 6/1/15 — Interest Fort Bend Cnty Tex Perm Impt Bds 3.25% Due 9/1/10 — Interest — Matured La Porte Tex Indpt Sch Dist GO 3.875% Due 2/15/14 — Interest — Sold Bank of America Cash Reserves Trust Class — Int/Div formerly Columbia Cash Reserves Trust Class) Partner (Joint Venture), U.S. 183 Venture (See Section VIII continuation) Member, Salvation Army, Austin, Texas, Advisory Board Chairman, Texas Supreme Court Historical Society, Board of Directors Section 1: The U.S. 183 Venture (the "Venture") is a joint venture in which I am one of several joint venturers; the Venture does not and did not engage in active business, and its sole function is and was ownership, related maintenance, leasing (and possible disposition) of a single tract of land (which was acquired in August 1982, is located in Travis County, Texas, and is and was essentially unimproved, except for tenant house, associated outbuildings, fences and the like) held as a passive investment; it had and has a "managing venturer," at all times a person other than myself; my relationship with it is and has been only as a passive investor. Section VII, Line 61: Respecting all fractional overriding royalty interests (royalty interest #'s 1-10 & 12) in mineral leases as listed on pages 5, 6 and 7 (lines 33-61 of Section vi,” 1 owns these interests and acquired them by inheritance many years ago and neitherf} nor | is or was a party to any of the leases (or assignments) or instruments lng the interests, and] Citi Tee rad (or 1 has or had, by virtue of} ownership of a interest is entirely passive; | do not consider that these royalty interests, any financial interest in any entity ‘making the royalty payments or being the mineral lessee or operator of the lease in question. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21089. Public record. Not legal advice.