Annual financial disclosure for 2009, filed June 26, 2009. Includes 40 assets and 6 liabilities.
| Asset | Value |
|---|---|
American Balanced Fund | $50,001 - $100,000 |
| $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| United Community Bank, Marietta, GA | line of credit | $15,001 - $50,000 |
| Silverton Bank, Atlanta, GA | other | $100,001 - $250,000 |
| Acadia Federal Savings & Loan, Falls Church, VA | mortgage |
Bank of Ellijay Stock | $50,001 - $100,000 |
BG Properties - Adrian Place Atlanta, GA, US | $100,001 - $250,000 |
BG Properties - Old Hwy 5 Canton, GA, US | $15,001 - $50,000 |
| $15,001 - $50,000 |
Calamos Growth & Income Fund | $100,001 - $250,000 |
Calvert Income Fund | $50,001 - $100,000 |
Church Street Properties Mableton, GA, US | $500,001 - $1,000,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Columbia Value and Restructuring Class A | $50,001 - $100,000 |
Community Bank of the South Stock | $50,001 - $100,000 |
Courtyard Properties Auburn, AL, US | $250,001 - $500,000 |
Davis New York Venture Fund | $100,001 - $250,000 |
| $100,001 - $250,000 |
DWS Global Thematic Fund | $15,001 - $50,000 |
Eaton Vance Worldwide Health Sciences Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Ener1 Stock | $1,001 - $15,000 |
Federated Capital Reserves | $100,001 - $250,000 |
FPA New Income | $100,001 - $250,000 |
Franklin Income Fund | $100,001 - $250,000 |
GMB Properties (Alexander Street, Marietta, GA) Marietta, GA, US | $250,001 - $500,000 |
| $1,001 - $15,000 |
Income Fund of America | $15,001 - $50,000 |
Index Great Companies America Fund | $50,001 - $100,000 |
Liberty Media Holding Corp. | $1 - $1,000 |
Liberty Media Holding Corp. Interactive Stock | $1 - $1,000 |
Loomis Sayles Bond Fund | $5,001 - $10,000 |
Marietta Outpatient Surgery, LTD | $100,001 - $250,000 |
Metropolitan West Total Return Bond | $15,001 - $50,000 |
North Carolina Ave, SE, Washington, DC Washington, DC, US | $500,001 - $1,000,000 |
| $50,001 - $100,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Vanguard Healthcare Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
Wells Fargo Advantage Government | $100,001 - $250,000 |
Gingrey Properties Dallas Hwy, Marietta, GA, US | $1,000,001 - $5,000,000 |
Westside Bank Stock | $50,001 - $100,000 |
| $250,001 - $500,000 |
| Community Bank of the South, Marietta, GA | mortgage | $250,001 - $500,000 |
| United Community Bank, Marietta, GA | line of credit | $10,001 - $15,000 |
| Citibank Commercial Real Estate, San Francisco, CA | mortgage | $15,001 - $50,000 |