James D Kirk
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
19
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- will
- I nersonal business
- Red River Bank
- self emploved--owner of retail business
As filed
Business asset JN — Distribution
Bank Account-Red River Bank — Interest
Bank AccountsRed River Bank — Interest
Vanguard Prime Money Market Sweep Acct — Interest
IRA Mutual Fund-VHCOX — Int/Div
IRA Exch. Traded Fund-GLD — None
IRA Mutual Fund-TGLDX — Int/Div
IRA Mutual Fund-VPMCX — Int/Div
IRA Mutual Fund-VGENX — Distribution
IRA Mutual Fund-VEXPX — Distribution — Sold
IRA Exch. Traded Fund-GLD — None
IRA Vanguard Prime Money Mkt. Sweep — Interest
Insurance Trust--see explanation at VIII — None
Brokerage Acct.-money mkt -Fidelity — Interest
Brokerage Acct-IRA Scott — Interest
IRA Mutual Fund-SLV — Int/Div — Buy
Mutual Fund-FSENX — istrnibution
Mutual Fund-HIINX — Distribution
Brokerage Acct. Money Mkt.- NWM — Interest
Executor of [ll Last Will and Testament, will
Co-owner with JI - Vice-president of a dormant corporation, I nersonal business
Liability — Red River Bank — line of credit
Spouse's income — 2011 — self emploved--owner of retail business
Part VII: Investments and Trusts-p.4, line 13. This 1s an insurance trust with no assets.
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