William Henry Barbour jr
2007
Ask Donna
Pull out the substance of this filing.
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.