Annual financial disclosure for 2011, filed July 15, 2011. Includes 37 assets and 4 liabilities.
| Asset | Value |
|---|---|
American Balanced Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Home Mortgage | mortgage | $250,001 - $500,000 |
| Community Bank of the South, Marietta, GA | mortgage | $250,001 - $500,000 |
| FDIC | other |
Bank of Ellijay Stock | N/A |
| $15,001 - $50,000 |
Calamos Growth & Income | $100,001 - $250,000 |
Calvert Income | $100,001 - $250,000 |
Calvert Ultra Short Income Fund A | $100,001 - $250,000 |
Champ Investment Trust Church Street, Marietta, GA, US | $250,001 - $500,000 |
Champ Investment Trust Alexander Street, Marietta, GA, US | $100,001 - $250,000 |
Champ Investment Trust Alexander Street, Marietta, GA, US | $100,001 - $250,000 |
| $500,001 - $1,000,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Columbia Value and Restructuring Class A | $100,001 - $250,000 |
Community Bank of the South Stock | $1,001 - $15,000 |
Davis New York Venture Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
DWS Global Thematic Fund | N/A |
Eaton Vance Worldwide Health Sciences Fund | N/A |
FPA New Income | $100,001 - $250,000 |
Franklin Income Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Income Fund of America | $50,001 - $100,000 |
Index Great Companies America Fund | $15,001 - $50,000 |
Loomis Sayles Bond Fund | $50,001 - $100,000 |
Marietta Outpatient Surgery, LLC | $100,001 - $250,000 |
Metropolitan West Total Return Bond | $50,001 - $100,000 |
North Carolina Ave, SE, Washington, DC Washington, DC, US | $1,000,001 - $5,000,000 |
Old Ivy 5, Canton, GA Canton, GA, US | $100,001 - $250,000 |
Pershing Government Account | $250,001 - $500,000 |
| $50,001 - $100,000 |
Schwab Money Market Fund | $1 - $15,000 |
Vanguard Healthcare Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
Wells Fargo Advantage Growth Fund | $50,001 - $250,000 |
West Cobb Properties Marietta, GA, US | $500,001 - $1,000,000 |
Westside Bank Stock | $50,000 - $100,000 |
| $50,001 - $100,000 |
| Citibank Commercial Real Estate, San Francisco, CA | mortgage | $15,001 - $50,000 |