Annual financial disclosure for 2013, filed August 13, 2013. Includes 34 assets and 7 liabilities.
| Asset | Value |
|---|---|
American Balanced Fund | $100,001 - $250,000 |
Famos Growth & Income Fund | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| FDIC | other | $15,001 - $50,000 |
| Wells Fargo Home Mortgage | mortgage | $250,001 - $500,000 |
| United Community Bank - Marietta, GA | line of credit |
| $100,001 - $250,000 |
Calvert Ultra Short Income Fund A | $50,001 - $100,000 |
Champ Investment Trust Church Street, Marietta, GA, US | $500,001 - $1,000,000 |
Gingrey Investment LLC Adrian Place, Atlanta, GA, US | $100,001 - $250,000 |
Champ Investment Trust (Alexander Street, Marietta, GA) Marietta, GA, US | $100,001 - $250,000 |
Champ Investment Trust (Courtyard Street, Auburn, AL) Auburn, AL, US | $250,001 - $500,000 |
Champ Investment Trust (Kennesaw Ave, Marietta, GA) Marietta, GA, US | $50,001 - $100,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Columbia Income Builder Fund | $100,001 - $250,000 |
Community Bank of the South Stock | $15,001 - $50,000 |
FPA New Income | $50,001 - $100,000 |
Franklin Income Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
Income Fund of America | $100,001 - $250,000 |
Index Great Companies American Fund | $15,001 - $50,000 |
Loomis Sayles Bond Fund | $100,001 - $250,000 |
Marietta Outpatient Surgery, LTD | $100,001 - $250,000 |
Nationwide Investor West Total Return Bond Fund | $50,001 - $100,000 |
North Carolina Ave, SE Washington, DC, US | $500,001 - $1,000,000 |
Note receivable from Graystone Classics, Montview Investors Atlanta, GA, US | $100,001 - $250,000 |
Old Hwy 5 Canton, GA, US | $100,001 - $250,000 |
Pershing Government Account | $100,001 - $250,000 |
PIMCO Exchange Traded Fund | $50,001 - $100,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Vanguard Healthcare Fund | $50,001 - $100,000 |
Victory Fund for Income | $50,001 - $100,000 |
| $15,001 - $50,000 |
Wells Fargo Advantage Growth Fund | $50,001 - $100,000 |
West Cobb Properties Dallas Hwy, Marietta, GA, US | $500,001 - $1,000,000 |
Westside Bank Stock | $15,001 - $50,000 |
| $250,001 - $500,000 |
| Community Bank of the South, Marietta, GA | mortgage | $250,001 - $500,000 |
| SunTrust | mortgage | $100,001 - $250,000 |
| Citibank Commercial Real Estate, San Francisco, CA | mortgage | $15,001 - $50,000 |
| Bank of North Georgia | mortgage | $50,001 - $100,000 |