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Pull out the substance of this filing.

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

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.

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