George Ross Anderson jr

2009

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Pull out the substance of this filing.

What was filed

  • 84

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • 1, VIII
  • VIII
  • 2, VIII
  • I, VII
  • 1, VII1
  • I, VIII
  • 4, VIII
  • 6, VIII
  • Anderson University
  • Anderson Area YMCA
  • Charleston Schoo! of Law
  • Association for Justice

As filed

PROPERTY #1, ANDERSON. SC — None

COMMUNITY FIRST BANCORPORATION COMMON STOCK — Int/Div

SC STATE HOUSING AUTHORITY BOND (6.45%) — Interest — Sold (part)

SC STATE HOUSING AUTHORITY BOND (6.45%) — Redeemed

THE SOUTH FINANCIAL GROUP, INC COMMON STOCK — Int/Div

COMMUNITY CAPITAL CORP. COMMON STOCK (BELTON BANK) — Int/Div

PROPERTY #2, ANDERSON. SC — None

LEXINGTON CO. SCHOSPITAL BOND (5.125%) — Interest

BANKOF ANDERSON ACCOUNTS — Interest

GRANDSOUTH BANCORPORATION COMMON STOCK — Int/Div

PEOPLESBANCORPORATION, INC COMMON STOCK — None

REGIONS FINANCIAL CORP. COMMON STOCK — Int/Div

SCPUBLIC SERVICE AUTHORITY BOND (5.125%) — Interest — Redeemed

FLORENCE CO. HOSPITAL BOND (4.75%) — Interest

HORRY CO. HOSPITAL BOND (5.00%) — Interest

ORANGEBURG CO. SC BOND (5.70%) — Interest

MSSB* IRA #1] — Int/Div — 1, VIII

MSSB* FOCUS GROWTH FUND A MUTUAL FUND — 1, VIII

MSSB* DIVIDEND GROWTH B MUTUAL FUND — VIII

MSSB*IRA #2 — Int/Div — VIII

MSSB* DIVIDEND GROWTH B MUTUAL FUND — VIII

MANDATORY IRA DISTRIBUTION: MSSB* IRA #1 — 2, VIII

MSSB* S&P 500 B FUND [MUTUAL FUND — Int/Div — I, VII

MSSB* S&P 500 A FUND ‘MUTUAL FUND] — Int/Div — 1, VII1

SC TRANSPORTATION INFRA-STRUCTURE BOND (5.375%) — Interest — Redeemed

HILTON HEAD ISLAND SC GEN. OBL BOND(5.50%) — Interest — Redeemed

UNIVERSITY OF SC BOND (5.75%) — Interest

LEXINGTON CO. SC WATER & SEWER BOND(5.45%) — Interest

SC TRANSPORTATION INFRASTRUCTURE BOND (5.25%) — Interest — Redeemed

GREENVILLE HOSPITAL SYSTEM BOND (5.00%) — Interest

SCPUBLIC SERVICE AUTH. BOND (5.125%) — Interest — Redeemed

GREENVILLE HOSPITAL SYSTEM BOND (5.00%) — Interest

MSSB* AMERICAN GROWTH FUND OF AMERICA B MUTUAL FUND — Int/Div — 1, VIII

BEAUFORT-JASPER SC WATER & SEWER BOND (5.00%) — Interest

SC STATE HOUSING DEVELOPMENT BOND (5.125%) — Interest

SC TRANSPORTATION INFRASTRUCTURE BOND (5.00%) — Interest

SPARTANBURG CO. SC HOSPITAL BOND (5.25%) — Interest

SC STATE PUB SVC AUTH SANTEE COOPER BOND (5.125%) — Interest

SCTRANSPORTATION INFRASTRUCTURE BOND (5.10%) — Interest

LEXINGTON CO. SC WATER & SEWER BOND (5.00%) — Interest

SC PUB SVC AUTH SANTEE COOPER BOND (5.125%) — Interest

VAN KAMPEN COMSTOCK B MUTUAL FUND — Int/Div

GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest

GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest

SC TRANSPORTATION INFRA. BOND (5%) — Interest

SC TRANSPORTATION INFRA. BOND (5.10%) — Interest

SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest

GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest

SPARTANBURG CO. SCHEALTH SERVICES HOSPITAL BOND (5.25%) — Interest

SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest

SC STATEPUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest

SCSTATEPUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest

BEAUFORT CO. SC TAX REVENUE BLUFFTON BOND (5.00%) — Interest

SC STATE PUB SVC AUTH SANTEE COOPER BOND 5.125 — Interest

MSSB* JPMORGAN MID CAP VALUEB FUND — Int/Div — 1, VIII

COLLEGE OF CHARLESTON BOND (5%) — Interest

MSSB* JP MORGAN MID CAP VALUE C FUND — Int/Div — VIII

MEDICAL UNIVERSITY SC HOSPITAL BOND (5.00%) — Interest

EASLEY SC UTILITY REV. BOND (4.50%) — Interest

UNIVERSITY OF SC BOND (4.25%) — Interest

ANDERSON CO. MUN. WATER & SEWER BOND (5.00%) — Interest

COLUMBIA, SC WATER & SEWER BOND (5.00%) — Interest

SC JOBS ECON. DEV. AUTH. BOND (4.50%) — Interest

DORCHESTER CO COURTHOUSE BOND (4.60%) — Interest

SC PUB SVC AUTH SANTEE COOPER BOND (4.50%) — Interest

SC PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest

MSSB* AMERICAN GROWTH FUND OF AMERICA C — Int/Div — I, VIII

SCAGO EDU. COLLETON SCHOOL BOND (4.375%) — Interest

SCAGO EDU. COLLETON SCHOOL BOND (4.50%) — Interest

HORRY CO. SC SCHOOL BOND (4.50%) — Interest

TOUCHMARK BANCSHARES, INC COMMON STOCK — None — 4, VIII

SC JOBS ECONOMIC DEV. AUTH HOSP. BOND (4.50%) — Interest

SC JOBS ECONOMIC DEV. AUTH HOSP. BOND (4.50%) — Interest

SC TRANSPORTATION INFRASTRUCTURE BOND (5.00%) — Interest

BEAUFORT CO. SCHOOL BOND (5.00%) — Interest

DORCHESTER CO. COURTHOUSE BOND (4.60%) — Interest

SC PUBLIC SERVICE AUTH. SANTEE COOPER BOND (5.125%) — Interest — Redeemed

SCSTATE PUBLIC SERVICE AUTH, BOND (5.00%) — Interest — Redeemed

SC TRANSPORTATION INFRASTRUCTURE BOND (5.00%) — Interest

UNIV.OF SC EDUCATION BOND (4375%) — Interest

SCAGO EDU. FAC. PICKENS CO SCHOOL BOND (5.00%) — Interest — Buy

SCJOBS ECONOMIC DEV. HOSPITAL BOND (5.00%) — Interest — Buy

COLLEGE OF CHARLESTONEDU. FAC. BOND (4.50%) — None — Buy

MORGAN STANLEY BANK MONEY MARKET ACCOUNT (X) — Interest — 6, VIII

Chairman Emeritus: Foundation Council, Anderson University

Emeritus Member: Board of Visitors & Directors, Anderson University

Honorary Member, Board of Directors, Anderson Area YMCA

Reimbursement — Charleston Schoo! of Law — May 15-17, 2009 — Charleston, SC — Recipient: Honorary Doctor of Laws Degree — 2 Nights Lodging

Reimbursement — Association for Justice — December 3.5, 2009 — Atlanta, GA — Speaker — 2 Nights Lodging

Note I: Part VII, Lines 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 35, 58, 62, 63, 75: MSDW (Morgan Stanley Dean Witter) now MSSB (Morgan Stanley Smith

Bamey).

Note 2:

Pant VII, Line 23

. No Mandatory Withdrawal for 2009. IRA income, value, and underlying investments listed in Part VII, Line 17.

Note 3:

Part VII, Line 26

. No Mandatory Withdrawal for 2009. IRA income, value, and underlying investments listed in Pant VII, Line 20.

Note 4:

Pant VII, Line 79

: Name Change from Touchstone Bancshares, Inc. to Touchmark Bancshares, Inc.

Note S:

Past VII, Line 81

: Column C income incorrectly listed as M for 2008. Should have been L for 2008.

Note 6:

Part VII, Line 97

: Inadvertently omitted from 2008 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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