Annual financial disclosure for 2009, filed May 14, 2009. Includes 110 assets and 7 liabilities.
| Asset | Value |
|---|---|
Certificate of Deposit Virginia Beach, VA, US | $1,001 - $15,000 |
Citibank N.A. Checking | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citibank, N.A. | mortgage | $250,001 - $500,000 |
| Wells Fargo Home Mortgage | mortgage | $250,001 - $500,000 |
| CitiMortgage | mortgage |
Alliance Capital Reserve Money Market Fund |
| $15,001 - $50,000 |
Dreyfus Money Market Fund | $15,001 - $50,000 |
Chromium Corp. Chicago, IL, US | $100,001 - $250,000 |
Fleet Bank - Checking | $1,001 - $15,000 |
Chase Manhattan Bank - Checking | $1,001 - $15,000 |
Citibank Checking | $1,001 - $15,000 |
Citibank Money Rate Plus - Money Market Fund | $100,001 - $250,000 |
Chromium Industries, Inc. - Loan | $100,001 - $250,000 |
Rental Property - 54 East 72nd Street New York, NY, US | $5,000,001 - $25,000,000 |
Rental Property - 49 East 92nd Street New York, NY, US | $1,000,001 - $5,000,000 |
Albright & Malone 10 High Street, Boston, MA, US | $100,001 - $250,000 |
Aldo Farms of Virginia, Inc. Virginia Beach, VA, US | N/A |
The Wall Street Fund | $1,001 - $15,000 |
Roll Finishing Technologies, Inc. | $50,001 - $100,000 |
JTP, Inc. Virginia Beach, Virginia, US | $50,001 - $100,000 |
Beechtree Park, Inc. Virginia Beach, Virginia, US | $250,001 - $500,000 |
Financial Services and Management Co. New York, New York, US | $1,001 - $15,000 |
May Village, Inc. Virginia Beach, Virginia, US | $500,001 - $1,000,000 |
R.G. Bosher Irrevocable Trusts | $500,001 - $1,000,000 |
Bosher Mix Real Estate, LLC Virginia, North Carolina, Tennessee, US | $100,001 - $250,000 |
Bosher Family LP Virginia; North Carolina, US | $50,001 - $100,000 |
Bosher Family Partnership LP Virginia; Florida, US | $50,001 - $100,000 |
The Columns LLC Rose Hill, Virginia, US | $250,001 - $500,000 |
Birdneck Court Inc. Virginia Beach, VA, US | $500,001 - $1,000,000 |
Sea Bay Village Corp. Virginia Beach, VA, US | $100,001 - $250,000 |
Sea Bay Corp. Virginia Beach, VA, US | $15,001 - $50,000 |
Sea By Development Corp. Virginia Beach, VA, US | $50,001 - $100,000 |
Greens Farms LLC - 1/4 Interest in Real Estate Chesapeake, VA, US | $100,001 - $250,000 |
Minnewawa Assoc. L.P. Mountain Lake, NY, US | $250,001 - $500,000 |
Seay & Thomas, Albemarle Plantation Commercial Ventures Hertford, NC, US | N/A |
Albemarle Aviation LLC Hertford, NC, US | $1,000,001 - $5,000,000 |
Bosher Family LLC Hertford, NC, US | $1,000,001 - $5,000,000 |
Bosher Family LLC (Partner in HPB, LLC, Albemarle Plantation Residential, Inc. - See Schedule C) | $50,001 - $100,000 |
Partners NHPB LLC (Partner in HPB, LLC, Albemarle Plantation Residential, Inc. - See Schedule C) | $50,001 - $100,000 |
Jefferson Investors, LLC Virginia Beach, VA, US | $500,001 - $1,000,000 |
Undivided Interest in 96 Lots Northampton County, VA, US | $15,001 - $50,000 |
House - 206 D Street, SE Washington, DC 20003, US | $1,000,001 - $5,000,000 |
Condo Unit 210, The Rotunda Condominiums Arlington, VA, US | $500,001 - $1,000,000 |
Undivided 1/4 Interest in 106 Carter's Grove Hertford, NC, US | $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Eaton Vance Tax Advantaged Dividends Managed | $50,001 - $100,000 |
Eaton Vance Tax Managed | $1,000,001 - $5,000,000 |
| $5,000,001 - $25,000,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
Fabell Dividend Income | $100,001 - $250,000 |
Gallaher Group PLC | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
| N/A |
Nuveen Tax Advantage Total Return | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $100,000 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| N/A |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
U.S. Treasury Notes | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Wachovia Money Market Fund | N/A |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Eaton Vance Dividend Income | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
T. Rowe Price Financial Services | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS US Treasury Money Market | $100,001 - $250,000 |
Dreyfus Liquid Assets Money Market | $1,001 - $15,000 |
Everbank Money Market Fund | $100,001 - $250,000 |
Western Asset Money Market Government Securities Treasury Reserves | $50,001 - $100,000 |
Parcel #10-11-23-0000-0030-0000 Palatka, Florida, US | N/A |
Two residential lots Edenton, North Carolina, US | N/A |
76.00 acres of land Chowan County, North Carolina, US | N/A |
107.00 acres of land Elizabeth City, North Carolina, US | N/A |
26 acres of land Elizabeth City, North Carolina, US | N/A |
Jefferson Investors, LLC Virginia Beach, VA, US | $4,378,600 - $4,378,600 |
| $500,001 - $1,000,000 |
| Cardinal Bank | mortgage | $250,001 - $500,000 |
| RGB Inc. dba Primerica Revocable Life Insurance Trust | other | $500,001 - $1,000,000 |
| Estate of R. G. Bosher | other | $250,001 - $500,000 |
| Elwood H. Perry | other | $500,001 - $1,000,000 |