James A. Beaty jr
2008
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Pull out the substance of this filing.
What was filed
31
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
1
spouse income
Named parties
- Westen Carolina University
- [9 — New Winston Museum oF = Oo
- Just The Beginning Foundation
- NC Judicial Retirement Vested Benefit
- The Speech Center-Clerical
As filed
Wachovia Brokerage IRA — Int/Div
Citigroup Common Stock
Microsoft Common Stock
General Electric Comon Stock
Omega Health Prop. Common Stock
Lithium Technology/Common Stock
Progress Energy Common Stock
Precision Drilling Company Common Stock
Duke Energy, Common Stock — Int/Div
Spectra Energy Common Stock — Int/Div
Bank of America Investment Services, Inc (IRA) — Int/Div
Federated American Leaders Class Mutual Fund
Federated Capital Appreciation Class A Mutual Fund
Federated INT'L Value Class A Mutual Fund
Federated Kaufman Class A
Fed. Strat. Val. Fund Class A Mut. Fund
CSX, Corp.. Common Stock — Int/Div
Exxon Mobil Common Stock — Int/Div
Vanguard Healthcare Mutual Fund — None — Sold
Vanguard Emerging Mkt Fund — None — Sold
Vanguard European Fund — None — Sold
BellSouth’ AT&T — Int/Div
Mutual of New York-Whole Life — None — Redeemed
Mutual of New York-Whole Life — None — Redeemed
Equitable Life-Whole Life (Loan) — None — Redeemed
Equitable Variable-Alliance Common Stock Fund — Int/Div
AXA Equitable-Incentive Life/Mod. Common Fund — Int/Div — Buy
Bank of America/Savings Acct. (X) — Interest — Open
Wachovia B&T/Cert. of Deposit (X) — Interest — Open
Vacant Real Estate Forsyth, NC /Parcel 14X) — None
Vacant Real Estate/Parcel 2 (X) — None
Foundation Board Member, Westen Carolina University
Board Member, [9 — New Winston Museum oF = Oo
Reimbursement — Just The Beginning Foundation — September 25-28, 2008 — Washington, D.C — Educational — Hotel. Food
Income — 2008 — NC Judicial Retirement Vested Benefit — $31,004.00
Spouse's income — 2008 — The Speech Center-Clerical
Part 1.
Positions: Previously unclear as to the need to report positions since no compensation was paid nor was there any fundraising obligation. In any event
none of these positions raised any conflict of interest concems.
Part VI. Liabilities: Equitable Life Insurance Policy Loan (also listed as item 27) was paid off and the net proceeds along with the sale proceeds of item #28 were
converted into a new policy as shown in Part VII Investments and Trusts item 30.
Part VII. Investments and Trusts: Each of the Vanguard Mutual funds in items 21,22, and 23 were completely sold. The Mutual of New York Whole Life policies
in items 25, and 26 were fully redeemed. The two Equitable Policies noted in items 27, and 28 were redeemed and converted into one new AXA Equitable
Incentive Life Policy as shown in item 30.
Item 31, The Bank of America Savings account reached the threshold reporting value in 2008.
ltem 32, is a Certificate of Deposit that originated as a transfer from an account previously held along with another principal in a joint account with right of
survivorship.
The vacant real estate identified in items 33, 34, and 35 are being newly reported but they have not been previously held for purposes of sell, but could have the
potential for either sale or charitable donations.
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.