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Judicial Watch • Robert G James Financial Disclosure Report for 2008

Robert G James Financial Disclosure Report for 2008

Robert G James Financial Disclosure Report for 2008

Page 1: Robert G James Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:9

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Robert G James, parish, Transferred, jackson, State, James, Estate, Market, 2008, INVESTMENTS, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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James_Robert_G 

III, N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income  NONE (No reportable non-investment income.)  

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) 2008  Louisiana State Employees Retirement System  $31,781.00  

2.2008 James Minerals, LLC (partnership income) $5,906.00 
$3,244.00
3.2008 James Real Estate (partnership income) Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
SOURCE AND TYPE 2008  Lincoln Parish District Attorney  
2.2008  State Louisiana  
3.2008  James Minerals, LLC (partnership income)  
4.2008  James Real Estate (partnership income)  

IV. REIMBURSEMENTS -transportation, lodging,food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[2J NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.)  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE Community Trust Bank  Real Estate Loan 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children: see pp. 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, varue, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gam Codes: 1,000 less =SJ,001 -S2,500 =$2.501 -S5.000 D=S5.00l -$15.000 E=S15,00l -S50,000 (See Columns and 04) =$50,00 I-$ I00,000 I00,00 1,000,000 =Si.000,001 -$5,000,000 ;More lhan $5,000,000 Value Codes =$15,000 less K=$ 15,00 -$50,000 L=$50,00I 100,000 =SI 00,00I-$250,000
1,1
(See Columns and 03) =$250,00I-$500,000 =$500,00 1,000,000 1,000,00 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Eslale Only) =Assessment T=Cash Market 
(See Column C2) =Book Value =01her W=Estimated

L__ 
Date Report 
Name Person Reporting 
05/08/2009
James, Robert 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; 
NONE (No reportable income, assets, transactions.) 
r-----------------------------------:------B--c:- 
Description Assets Income dunng Gross value end Transactions during reporting period (including trust assets) reportmg penod reportmg penod 
(!) (!) ____ ---,
r (2___
(I) (2) (2) --) ) 	Jden
Place "'(X)" after each asset Amount Type (e.g., Value Value Type (e.g.,
1exempt from prior disclosure Code div., rent, Code Method buy, sell, Month -Code Code buyer/seller
.....l (A-H) (J-P) redemption) D:y (A-H) --__ I--_L (J-P) --__ ____ -Japan Fund Class 
35. 	
None Sold 12/04 

36. 	
Community Trust Bank, Accounts Interest 

Jackson Parish, property 1/6 int) (Hut None cheson) 
38. 	Jackson Parish, property (1/3 int) (Steele Timber sale, Ewing /Sherrard) Rent 	Sold 12/31 
mber(part) 
39. 	Jackson Parish, property (1/3 int) (Steele Rent Sold 12/31 Timber sale, Ewing Hard 40) (part) 
mber 
40. 	
Jackson Parish, property (1/3 int)(Goo 

None 
dwood) 

41. 	
Bienville parish, property 1/3 int) (Gate None 

42. 	
Union Parish, property (Franklin) None 
43. 	Fuller Estate (1/4 int) None Sold 12/31 State Louisiana 
44. 	Lincoln Parish, mineral interest (1/3 int) Rent 
-(Goldsmith Estate) 	None 
46. 	Isl National Bank, Account "X" 
None 
Smith Barney -Brokerage Account 
Gift from Louise yler 
48. 	
-Wal Mart Dividend Buy 04/23 

49. 	
Fidelity Investments -Brokerage Account# 

50. 	
-Cash Interest Open 04125 

51. 	
-AFLAC Inc Dividend Transferred 04/25(from line 20) Income Gain Codes: =$I ,000 Jess =SJ ,00 -$2,500 =$2,501 -$5,000 0=$5,001 -$15,000 =$15.001 -$50,000 See Columns and 04) =$50,00I I00,000 =$15,00 =SI00,001 -$1,000,000 -$50,000 1.000,00 $5,000,000 =More lhan $5,000,000 (See Columns and 03) =$250,00 -$500,000 =S500,00 -$I ,000,000 =$I .000,00 -$5,000,000 =$5.000.00 -$25.000,000 =$25,000,001 -$50,000,000 =More than $50,000.000 
Value Codes =$15,000 less =$50,00  100,000 100,00 -$250,000 
Value Method Codes =Appraisal =Cost (Real Estate Only) ""'Assessment =Cash Market (See Column C2) =Book Value =Other =Estimated 
L----------------------------------------------------

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children: see pp. 34-60 filing instrucrions.J NONE (No reportable income, assets, transactions.)
Description Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
--i
-52. 53.  Place "(X)"" after each asset exempt from prior disclosure ------------Automatic Data Processing, Inc -Devon Energy  -----(I) Amount Code (A-H)  (2) Type (e.g., div., rent, int.) Dividend Dividend  (1) Value Code 2(:)_-J  --(2) Value Method  -(I) Type (e.g., buy, sell, redemption) ----Transferred (from line 16) Transferred {from line 28)  (2) Date Month Day 04/25 04/25  ['(3) Value Code (J-P)  
54.  -Diageo PLC  Dividend  Transferred (from line 24)  04/25 

----- 

-------1 Transactions during reporting period 
(4) 

Gain Code (A-H) 
----------
Identity buyer/seller (if private transaction) 
55. 
-Encana Corp Dividend Transferred 04/25 (from line 19) 

56. 
-Pepsico Inc Dividend Transferred 04125 (from line 17) 

57. 
-Microsoft Corp Dividend Buy 05/14 

58. 	
Sold 12/04 

59. 
-Charles Schwab Dividend Buy 08/13 

60. 	
Sold 12/04 

61. 
-Walgreens Dividend Buy 02/01 

62. 	
Sold 12/05 -

----- ------- 
-----,-::$-loo-.;;.J;; ---B-
IIncome G:inCod ---=si.001 -s2:Soo =S2,50 -$5,000 (See Columns and 04) =$50,001 -SI00,000 =$100,001 -$1,000,000 =$1,000,00l-S5,000,000 
Value Codes J=$15,000 less K=$15,001 -$50,000 L=$50,00 SI 00,000 

(See Columns and DJ) N=$250,001 -$500,000 0=$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$25,000,00  $50,000,000 =More than $50,000,000 
Value Method Codes =Appraisal =Cost (Real Estate Only) S=Assessment 
(See Column C2) 

U=Book Value V=Other ""-'Estimated 
--- -------
 
D=$5,00 15.000 15,00 S50.000 
H2=MorethanS5,000,000 =SI 00,00 -$250,000 =$5,000,001 -$25,000,000 
T=Cash Market 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReporl) 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544