Annual financial disclosure for 2008, filed May 15, 2008. Includes 50 assets and 1 liabilities.
| Asset | Value |
|---|---|
Citrus and Chemical Bank Stock Ownership Share | N/A |
Putnam Groves, Inc. Ownership Share | $1,000,001 - $5,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Countrywide Home Loans | mortgage | $250,001 - $500,000 |
Barton Citrus & Cattle Book Value |
| $5,000,001 - $25,000,000 |
Putnam Inc. Ownership Share | $50,001 - $100,000 |
Cattlemaking-Citrus & Cattle, Florida Book Value Florida, US | $50,000 - $50,000 |
Boxwell Florida Florida, US | N/A |
United States Savings Bonds | $1,001 - $15,000 |
Florida Prepaid College Plan | $15,001 - $50,000 |
1821 NW 27th St NE Washington, DC, US | $50,000 - $100,000 |
Colonial BancGroup | $500,001 - $1,000,000 |
Colonial BancGroup | $1,000,001 - $5,000,000 |
BB&T Interest Office and Shop 2310 8th Road, Bradenton, FL, US | $50,001 - $100,000 |
MFS Growth Allocation Class A | $15,001 - $50,000 |
Goldman Sachs TR Emerging Mkts Eqy | $1,001 - $15,000 |
PIMCO Commodity Real Return Strategy | $1,001 - $15,000 |
T Rowe Price Instl Emerging Mkts Lg Cap Growth Fund | $15,001 - $50,000 |
T Rowe Price Real Estate | $1,001 - $15,000 |
Forum FDS Absolute Strategies FD Instl SHS | $1,001 - $15,000 |
Mellon Instl Fds Inc TR Boston Co Sm Cap Value | $1,001 - $15,000 |
Sun Trust Bank Accounts - SI Classic Funds | $15,001 - $50,000 |
Sun Trust Bank Accounts - Tax Exempt Money Market | $1,001 - $15,000 |
Large Cap Growth Stock CL C - FKRA Capital Appreciation CL C | $1,001 - $15,000 |
Large Cap Value Equity C | $1,001 - $15,000 |
Mid Cap Equity CL C | $1,001 - $15,000 |
Small Cap Value Equity CL C | $1,001 - $15,000 |
Small Cap Growth CL C | $1,001 - $15,000 |
Large Cap Relative Value I SHS #983 | $15,001 - $50,000 |
Small Cap Value Equity I SHS #588 | $50,000 - $50,000 |
International Equity I SHS #540 | $1,001 - $15,000 |
Large Cap Growth STK I SHS #510 Aggressive Growth | $1,001 - $15,000 |
Aggressive Growth STK I SHS #588 | $1,001 - $15,000 |
Emerging Growth Stock iShares #593 | $1,001 - $15,000 |
Loomis Sayles SMID Cap Equity iShares #624 (FKA Large Cap) | $1,001 - $15,000 |
Mid-Cap Value Equity iShares #412 | $1,001 - $15,000 |
Dreyfus Quality Money Market | $100,001 - $250,000 |
Vanguard High Yield Tax-Exempt Fund | $50,001 - $100,000 |
Vanguard Intermediate Term Tax-Exempt Fund | N/A |
Vanguard Long Term Tax-Exempt Fund | $50,001 - $100,000 |
Vanguard Limited Term Tax-Exempt Fund | N/A |
Marketable Money Market Fund | $250,001 - $500,000 |
Vanguard Growth Index Fund | $250,001 - $500,000 |
Vanguard Mid-Cap Index Fund | $100,001 - $250,000 |
Vanguard Small Cap Growth Index Fund | $50,001 - $100,000 |
Vanguard Total International Value Index Fund | $100,001 - $250,000 |
Vanguard Total International Index Fund | $100,001 - $250,000 |
Vanguard Value Index Fund Admiral Shares | $250,001 - $500,000 |
T. Rowe Price Blue Chip Growth | $50,001 - $100,000 |
T. Rowe Price Equity Income | $50,001 - $100,000 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | $100,001 - $250,000 |
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares | $100,001 - $250,000 |