William Henry Barbour jr

2007

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

What was filed

  • 123

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • removed for secuirty
  • Note Item 15
  • note 26 & 27)
  • Note 26 & 27)
  • note 42-46)
  • Note 47-56)
  • Note 57-87)
  • Lincoln, Pike Co, MS
  • Land, LLC
  • Note 89-127)

As filed

Y) — removed for secuirty

STOCKS AND BONDS

Regions Financial Corp (AmSouth) (common) — Int/Div — Sale

Regions Financial Corp (AmSouth) (common) — Sale

Regions Financial Corp (AmSouth) (common) — Sale

Mobil Oil (common) — Int/Div

Belmont Lodge (common) — None

Citibank Deposit Program-formerly SB Money Funds — Interest

Miss. Cap. Imp. - Bonds — Interest

Capital World Growth and Income Fund (American Funds) — Int/Div

Europacific Growth Fund (American Funds) — Int/Div

Income Fund of America (American Funds) — Int/Div

New Perspective Fund (American Funds) — Int/Div

Compass Capital III - Preferred Stock — Int/Div — Sold

Miss. LSE Rev. - Bonds (Y) — Note Item 15

Miss. Dev. BK - Bond — Interest

Miss. Cap. Imp. - Bonds — Interest

USM Bldg CRP Rev-Bond — Interest

MS St RFDG - NTS-Bond — Interest

General Motors Dtd 7/3/03-Bond — Interest

Kayne Anderson Encegy Total Return Fund — Int/Div

REALESTATE (Items 21-26)

Land #1, Yazoo County, MS — Rent

Land #2,Yazoo City, MS - 1/2 interest — None

Land #2, Yazoo City, MS remaining 1/2 interest — None

RESIDENTIAL SUBDIVISION #1 (See expl. Section VIII) — None — note 26 & 27)

1: Lots EEE Lots ( fm ( — Note 26 & 27)

INDIVIDUAL RETIREMENT ACCOUNTS #1.2.3 (lems 28-56)

IRA Rollover Acct-Brokerage Account #1 (29-41)

AT & T, Inc.(formerly Bell South (common) — Int/Div

Regions Financial Corp (Amsouth) (common) — Int/Div

Goldman Sachs Capital Growth Fund — Int/Div

Cilibank Deposit Program — Interest

Franklin Income Fund — Int/Div — Buy

Legg Mason Opportunity Tr Primary Class — Int/Div — Buy

Legg Mason Value Trust — Int/Div — Buy

Lord Abbett International Core Equity Fd — Int/Div — Buy

Bank of America (common) — Int/Div

Johnson & Johnson (common) — Int/Div

Microsoft {common) — Int/Div

IRA Managed Rollover -Brokerage Account #2 (42 - 46) — note 42-46)

American Balanced Fd CLL A — Int/Div

Evergreen Asscl Allocation Fd CL A — Int/Div

Washington Mutual Investors Fd CL A — Int/Div

Citibank Bank Deposit Program — Interest

IRA Rollover-Brokerage Account #3 (47-56) — Note 47-56)

IShares MSCI Emerging Mkts Index Fund — Int/Div

IShares S & P S00 Growth Index Fund — Int/Div

IShares S & P 500 Value Index Fund — Int/Div

IShares Cohen & Steers Realty Majors — Int/Div

IShares Trust S & P Midcap 400 Growth Index Fd — Int/Div

1Shares TR Russell 2000 Value Index Fd — Int/Div

1Shaces TR Russell 2000 Growth Index Fd — Int/Div

IShares Trust S & P Midcap Value Index Fd — Int/Div

OIL AND GAS INTERESTS (57 - 87) — Note 57-87)

1-Marathon Oil Co. & Citgo, Claiborne Parish, LA — Royalty

2-Sohio Pet Co., Franklin Parish, LA — None

3-Marathon Oil Co., Claiborne Parish, LA: — Royalty

4-Placid Oil Co., Warren County, MS — None

5-Pursue Energy Corp(was Shell Oil Co.) Rankin County, MS — Royalty

6-US Trading Co., Madison Parish & Richland Parish, LA — None

7-McGowan Working Partners, Yazoo County, MS — Royalty

8-Pennzenergy (was Peanzoil Bxp & Prod Co.. Yazoo Co., MS — None

9-TXP Op Co., Yazoo County, MS — None

10-Shell Westecn E&P, Lincoln County, MS — None

11-Pennzoil Bxp & Prod Co, Yazoo County, MS — None

12-Petro-Hunt Bovina Field, Warren Co. MS — Royalty

13-Jefcoat, Yazoo Co., MS — None

14-Bruxoil, Clay Co., MS — Royalty

15-Chevron USA, Claiborne Parish, LA — None

16-Coho Resources, Jasper Co., MS — None

17-Denbury On Shore LLC(was Denbury Resources) Jasper, — Royalty — Lincoln, Pike Co, MS

18-D&S Oil & Gas, Claiborne Parish, LA — Royalty

19-Devon Energy, Yazoo Co,MS, Bossier Parish, L — None

20-EOTT Energy, Jasper & Smith Co., MS — None

21-Ergon, Madison & Yazoo Co., MS — None

22-Fina Oil, Claiborne Parish, LA — None

23-Hassic Hunt Exploration,” Yazoo Co. MS — Royalty

24-1.P. Oil, Lincoln & Pike Co., MS — Royalty

25-McGowan Working Partners, Yazoo Co., MS — Royalty

26-Marathon Oil. Claiborne Pacish, LA — Royalty

27-Shell Oil Co., Pike Co., MS — Royalty

29-St. Mary Land & Exploration, Claiborne Parish, LA — Royalty

30-Pennzenergy, Yazoo Co., MS — Royalty

LAND, Humphreys Co., MS (LLC) — None — Buy — Land, LLC

BY: (inn 1h — Note 89-127)

Daimler Chrysler (common) (Y)

Goodyear (common) (Y)

Louisiana Pacific (common) (Y)

Regions Financial Corp(was Union Planters Bank(common)(Y)

Trustmark (common) (Y)

Dclphi Corp (common) (Y)

Electronic Data Systems (common) (Y)

Citibank Deposit Program (Y)

AmSouth IRA Cash Equivalent (Y)

Mincral Interests (98- 103) (Y)

1-Hughes-Parker Drilling, Yazoo Co., MS YY)

2- Mincral Interest,Choctaw Co., MS (Y)

3-Mineral Interest, Grenada Co., MS (Y)

5-Mineral Interest, Various Counties, MS Y)

INCOME BENEFICIARY TRUST# 1 (items 104 - 126) (Y)

Stocks (Y)

AmSouth (common) (Y)

Plum Creck Timber Co. (common) (Y)

la. Pacific (common) (Y)

Shering-Plough (common) (Y)

Chevron Texaco Corp. (common) (Y)

Merck & Co. (common) (Y)

Coca Cola Co. Delaware (common) (Y)

Motorola, Inc. (common) (Y)

Sprint Nextel (common) (incl Sprint Corp Series 1) (Y)

Jenunison Utility Fd (7/9/03 name change fr Prudential (Y)

Alltel Corp. (common) (Y)

General Electric (common) (Y)

Delphi Corp. (common) (Y)

Medco Health Solutions, Inc. (Merck Spin off 8/03) com (Y)

FreeScale Semiconductor (common) (Y)

Bank of America (Y)

Mineral Interests (122-126) (Y)

Minecral Interest #1, Choctaw Co., MS (Y)

Mineral Interest #2, Grenada Co., MS (Y)

Mineral Interest #3, Grenada Co., MS (Y)

Mineral Interest #4, Various Counties, MS x)

VIII

Line 1S. Miss. 1.SE Rev. Bond was sold 10/15/05 (Code K). Interest income in 2005 was (Code A). The sale of this bond and its income were inadvertently not

reported on 2005 FDR. The Miss. LSE Rev Bond was inadvrtently reported as an asset on 2006 FDR.

Lines 26 and 27 show the unsold lots in my Residential Subdivision at the end of the reporting period with an estimated value for those unsold lots on Line 25.

There will be no income produced by the remaining lots in inventory unless and until they are sold.

Line 42 through 46 - This is a second IRA rollover account held at a brokerage house. It was opened after the partial sale of 1st American stock that was made in

the first IRA rollover account. I have a money manager who invests this account, thus, it is designated "IRA Managed Rollover".

Lines 47 through 56 - This is a third IRA account held at a brokerage house. It was opened January 2005 with a transfer of funds from IRA #2.

Lines 57 through 87 - As I bave noted for several years, I may own oil and gas interests which I inherited or obtained otherwise and of which 1 have no records.

All income-producing interests have been included in my reposts. As leasing activity occurs, 1 add them to my report.

Line 89 through 127 - These assets were owned by

who died in 2006 and were inherited by

‘myself. Therefore, these

items are properly reported on my 2007 FDR and designated with a "(Y)" after each asset description. These assets will not be reported on my 2008 FDR.

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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William Henry Barbour jr | Frix