George Ross Anderson jr

2008

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Pull out the substance of this filing.

What was filed

  • 94

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Note #1, Part VIII
  • Note #2, Part VIII
  • Note #3. Part VIII
  • Anderson University
  • J ~ = = Anderson University 554 = =
  • bw & oo Anderson Area YMCA nr = ([@] —_— pr = i

As filed

PROPERTY #1, ANDERSON, SC — None

COMMUNITY FIRST BANCORPORAT 10N COMMON STOCK — Int/Div

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

DARLINGTON CO. SCBOND (6.125%) — Interest — Redeemed

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

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

PROPERTY #2, ANDERSON. SC — None

SPARTANBURG COUNTY SC HEALTH SERVICES BOND (5.5%) — Interest — Redeemed

LEXINGTON CO. SC HOSPITAL BOND (5.125%) — Interest

SPARTANBURG CO. SC HEALTH SERV ICES BOND (5.125%) — Interest — Redeemed

BANK OF ANDERSON ACCOUNTS — Interest

GRANDSOUTH BANCORPORATION C OMMON STOCK — Int/Div

PEOPLES BANCORPORATION, INC. C OMMON STOCK — Int/Div

REGIONS FINANCIAL CORP. COMMON STOCK — Int/Div

SC PUBLIC SERVICE AUTHORITY BO ND (5.125%) — Interest

FLORENCE CO. HOSPITAL BOND (4. 75%) — Interest

HORRY CO. HOSPITAL BOND (5.00%) — Interest

ORANGEBURG CO. SC BOND (5.70%) — Interest

MSDW IRA #1 — Int/Div

MSDW FOCUS GROWTH FUND A MUTUAL FUND

MSDW DIVIDEND GROWTH B MU TUAL FUND

MSDW IRA #2 — Int/Div

MSDW FOCUS GROWTH FUND A MUTUAL FUND

MSDW DIVIDEND GROWTH B MU TUAL FUND

MANDATORY IRA DISTRIBUTION: MS DW IRA #1 — Distribution — Distribution — Note #1, Part VIII

MS S&P 500 B FUND MUTUAL FUND — Int/Div

MS S&P 500 A FUND "MUTUAL FUND — Int/Div

MANDATORY IRA DISTRIBUTION: MS DW IRA #2 — Distribution — Distribution — Note #2, Part VIII

SC TRANSPORTATION INFRA-STRUCT URE BOND (5.375%) — Interest

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

UNIVERSITY OF SC BOND (5.75%) — Interest

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

SC TRANSPORTATION INFRASTRU CTURE BOND (5.25%) — Interest

THREE RIVERS SOLID WASTE BOND (5.30%) — Interest — Sold (part)

THREE RIVERS SOLID WASTE BOND (5.30%) — Redeemed

GREENVILLE HOSPITAL SYSTEM BON D (5.00%) — Interest

SC PUBLIC SERVICE AUTH. BOND (5.1 25%) — Interest

GREENVILLE HOSPITAL SYSTEM BON D (5.00%) — Interest

MSDW AMERICAN GROWTH FUND OF AMERICA B MUTUAL FUND — Int/Div

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

SC STATE HOUSING DEVELOPMENT B OND (5.125%) — Interest

SC TRANSPORTATION INFRASTRU CTURE BOND (5.00%) — Interest

SPARTANBURG CO. SC HOSPITAL BO ND (5.25%) — Interest

SC STATE PUB SVC AUTH SANTEE C OOPER BOND 5.125 — Interest

SC TRANSPORTATION INFRASTRU CTURE 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 DISTR ICT BOND (5.5%) — Interest

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

SC TRANSPORTATION INFRA. BOND (5%) — Interest

SC TRANSPORTATION INFRA. BOND (5.10%) — Interest

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

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

GREENVILLE HOSPITAL SYSTEMS FA CILITY REV. BOND (4.6%) — Interest

SPARTANBURG CO. SCHEALTH SERV ] ICES HOSPITAL BOND (5.25%) — Interest

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

SCSTATE PUB SVC AUTH SANTEE C OOPER BOND 4.75% — Interest

SCSTATE PUB SVC AUTH SANTEE C OOPER BOND 4.75 — Interest

BEAUFORT CO. SCTAXREVENUEBL UFFTON BOND (5.00%) — Interest

SC STATE PUB SVC AUTH SANTEE C OOPER BOND 5.125 — Interest

MSDW JP MORGAN MID CAP VALUE B FUND — Int/Div

BERKELEY CO. SC WATER & SEWER BOND (5%) — Interest

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

MSDW JP MORGAN MID CAP VALUE C FUND — Int/Div

MSDW VAN KAMPEN COMSTOCK C FUND — Int/Div

INDEPENDENCE BANCSHARES, INC COMMON STOCK — None

MEDICAL UNIVERSITY SC HOSPITAL BOND 5.00% — Interest

EASLEY SC UTILITY REV. BOND 4.50% — Interest

UNIVERSITY OF SC BOND 4.25% — Interest

UNIVERSITY OF SC BOND 4.25% — Interest

ANDERSON CO. MUN. WATER & SEWE R BOND 5.00% — Interest

COLUMBIA, SC WATER & SEWER BON D 5.00% — Interest

SCJOBS ECON. DEV. AUTH. BOND 4.5 0% — Interest

DORCHESTER CO COURTHOUSE BO ND 4.60% — Interest

SCPUB SVC AUTH SANTEE COOPER BOND 4.50% — Interest

SC PUB SVC AUTH SANTEE COOPER BOND 4.75% — Interest

MSDW AMERICAN GROWTH FUND OF AMERICA C — Int/Div — Note #3. Part VIII

SCAGO EDU. COLLETON SCHOOL BOND — Interest

SCAGO EDU. COLLETON SCHOOL BOND — Interest

HORRY CO. SC SCHOOL BOND — Interest

TOUCHSTONE BANCSHARES, INC. CO MMON STOCK — None

LEXINGTON SC SCHOOL DISTRICT #2 BOND (4.75%) — Interest — Buy

SPARTANBURG SC REGIONAL HEA LTH BOND 4.50% — Interest — Buy

SC JOBS ECONOMIC DEV. AUTH. HO SP. BOND 4.50% — None — Buy

SC JOBS ECONOMIC DEV. AUTH. HO SP. BOND "4.50% — None — Buy

SC TRANSPORTATION INFRASTRU CTURE BOND 5.00%" — None — Buy

BEAUFORT CO. SCHOOL BOND 5.0% (xX) — None

DORCHESTER CO. COURTHOUSE B OND '4.60%1(X) — None

RICHLAND-LEXINGTON AIRPORT BOND 5.00% (X) — None

SC PUBLIC SERVICE AUTH. SANTEE COOPER BOND 5.125% (X) — None

SC STATE PUBLIC SERVICE AUTH BOND 5.00% (X) — None

SC TRANSPORTATION INFRASTRU CTURE BOND 5.00% (X) — None

UNIV. OF SC EDUCATION BOND 4.375 %"(X) — None

Chairman Emeritus: Foundation Council, Anderson University

Emeritus Member: Board of Visitors & Directors, J ~ = = Anderson University 554 = =

Honorary Member, Board of Directors, bw & oo Anderson Area YMCA nr = ([@] —_— pr = i

Note 1: Part VII, Line 25. 10th Mandatory IRA withdrawal. IRA investments listed in Part VII, line 19.

Note 2: Part VII, Line 28. 9th Mandatory IRA withdrawal. IRA investments listed in Part VII, line 22.

Note 3: Pant VII, Line 79: Bought 757.889 additional shares of MSDW American Growth Fund of America C for $24,000 on 4/25/2008

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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George Ross Anderson jr | Frix