Ask Donna

Pull out the substance of this filing.

What was filed

  • 47

    investments

  • 1

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • YL T.t [= Tom Fi \ 5
  • The Fort Worth Club

As filed

IBM — Int/Div

COMMON STOCKS AND UNITS OF OWNERSHIP (2-18):

Caterpillar Tractor — Int/Div

Chevron Corp. — Int/Div

ExxonMobil Corp. — Int/Div

The B.F. Goodrich Co. — Int/Div

ICO, Inc — None

Johnson & Johnson — Int/Div

Permian Basin Royalty Trust — Int/Div

San Juan Basin Royalty Trust — Int/Div

Weycrhacuser Co — Int/Div

Inkl Comp — Int/Div

Bristol-Mcycers Squibb Co — Int/Div

FirstEncrgy Corp. — Int/Div

EnPro Industries — None

3M (Co. — Int/Div

eer isssrsssvisviitites

Frost Nat'l, Bank — Interest

Bank of Texas — Interest — Closcd

Southwest Bank — Interest — Closed

Southwest Bank — Interest

MUNICIPAL BONDS:

Fidelity Investments - Puritan — Int/Div

T.Rowe Price-High Yicld — Int/Div

Vanguard Group - Long-term Muni Bond Fund — Int/Div

Vanguard Tax Exempt Moncey Market Fund — Int/Div

Nuveen Sclect Quality Muni Fund — Int/Div

Vanguard Intemational Growth Fund — Int/Div

Vanguard Intcmational Value Fund — Int/Div

S040 iretiarenritiir ee.

MUTUAL FUNDS - IRA ROLLOVER (42-49):

T.Rowe Price - High Yicld — Int/Div

Vanguard Group-Wellington — Int/Div

Vanguard Group-GNMA [ — Int/Div

Fudd. Inv. Int'l Discovery Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Vanguard Windsor Fund — Int/Div

Vanguard Primccap Fund — Int/Div

FECTS LNL04t R000 04000

Vanguard Group-Long Term Corp. — Int/Div

Vanguard Group - Wellington — Int/Div

434 F NEN LtNet ses

OTHER (56-57):

U.S. Treas. Notes & Bonds — Inlercst

Sherman Co. TX Min. Int. — Royalty

ONAL ININIEIIIIENISIINSS

Allianz Life Ins. Co.-Whole Life Ins. Policy — Int/Div

s, YL T.t [= Tom Fi \ 5

Gift — The Fort Worth Club — Sec explanation in See, VII — 5167.79

V. OTHER GIFTS. (Continuation of Scc, HI).

The $167.79 shown as the value of a gift from The Fort Worth Club represents the value of fees for the month of January 2009 | was not required to pay in

connection with my membership in The Fort Worth Club. Starting February 2009, my nonfec-paying membership was converted to a fee-paying membership

VII. INVESTMENTS,

Dividends on the non-1RA mutual funds are reinvested as declared except the T. Rowe Price-High Yield Fund, Vanguard Tax-Free Funds, and Nuveen Fund.

The royalty income in relstion to the Sherman County, Texas, mineral interest (item 57) was received from BP American Production Co.

All itcms of property fisted in Section Vil are the community property

owned) by

me

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.