Annual financial disclosure for 2009, filed May 15, 2009. Includes 37 assets and 3 liabilities.
| Asset | Value |
|---|---|
AMCAP Fund | $250,001 - $500,000 |
American High Income | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| First American Bank | mortgage | $1,000,001 - $5,000,000 |
| Aubrey Carr | mortgage | $250,001 - $500,000 |
| Swanee L. Carver | other |
| $100,001 - $250,000 |
Anglo American PLC | $15,001 - $50,000 |
Capital Income Builder | $500,001 - $1,000,000 |
Capital Income Builder Fund | $500,001 - $1,000,000 |
Capital World Growth & Income Fund | $500,001 - $1,000,000 |
EuroPacific Growth and Income Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
Colonial Bank Checking Account | $50,001 - $100,000 |
| N/A |
| $15,001 - $50,000 |
Europacific Growth FD | $50,001 - $250,000 |
Europacific Growth Fund | $1,001 - $15,000 |
| N/A |
| $50,001 - $100,000 |
Farm, Madison County, AL Madison County, AL, US | $500,001 - $1,000,000 |
| N/A |
Growth Fund America | $100,001 - $250,000 |
Growth Fund of America | $250,000 - $500,000 |
Income Fund of America | $100,001 - $250,000 |
Income Fund of America | $500,001 - $1,000,000 |
Intermediate Bond Fund of America | $100,001 - $250,000 |
| N/A |
Legg Mason Opportunity Trust | $100,001 - $250,000 |
Legg Mason Value Trust | $250,001 - $500,000 |
New Perspective Fund | $500,001 - $1,000,000 |
Real Estate Madison County, AL, US | $250,001 - $500,000 |
Real Estate Madison County, AL, US | $250,001 - $500,000 |
Real Estate Madison County, AL, US | $500,001 - $1,000,000 |
Real Estate Madison County, AL, US | $250,001 - $500,000 |
Real Estate Madison County, AL, US | $100,001 - $250,000 |
Regions Bank - Checking Account | $1,001 - $15,000 |
Royal Dutch Shell ADR CL | $15,001 - $50,000 |
Triple Springs, Inc. Hartselle, AL, US | $500,001 - $1,000,000 |
Washington Mutual Investors Fund | $1,000,001 - $5,000,000 |
Washington Mutual Investors Fund | $5,000,001 - $25,000,000 |
| $100,001 - $250,000 |