Karon O Bowdre Financial Disclosure Report for 2003
Category:Financial Disclosure
Number of Pages:11
Date Created:February 3, 2005
Date Uploaded to the Library:November 13, 2013
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UNITED STATES DISTRICT COUR'f NORTHERN DISTRICT Al.ASAMA HUGO BLACK U.S. COURTHOUSE 1729 FIFTH AVENUE NORTH, ROOM 519 BIRMINGHAM, ALABAMA 35203 CHAMBERS (205) 278 800 KARON C>. BOWDRE FAX {205) 278-t Sj)6 .JUDGE Oc;tober 26, 2004 .,., o(J):ZCl> ......., c:::>c:::::> J:::" c:::> ..;:: Committee Fiiaancial Disclosure Administrative Oince::: the United States Courts :::oz rq,C) ..,,,_ One Columbus Circle, l'T1 W'ashington, D.C. 20544 Attn: Honorable: Mary Lisi, Chair Re: Calendar Year 2003 Filing Dear Judge Lisi: Thank you for your letter July 29, 2004 concerning annual financial disclosure re:port. has 1:ak.:n-and good bit time research the appropriate responses all the issues :raised your letter. Please consider letter amendment the and should amended reflect the sale Centennial Money Market Fund /17 /02 with value code::: iof"J'' and gain code of"A." The purchase Evergreen Money Market for line and should reflect 7/22/02. Part ,.V1[, lines 37, and should all have reflected those sales being "partial," the same description included the explanation section the original report. Part VU, line was described instructed earlier your office. For security reasons, pursuant :to the written instructions and pursuant the instruction i-.ecently received from your office, beEeve that lines 45, 51mrough52 and through are correctly named. r'or lines and 56, column B(l) should have been left blank. Government .tct of19'78 Calendar Year 2003 U.S.C. app. 101-111) Person. Reportmg(Last name. Fiir.d name, Middle initial) Court Organmition Date ofReport Bowdre,, KEllQl District Court, Alabama 5!lS/200i 4. .Title (Article Judges indicate aLltilve or senioc status; ReportType (check appropriate type) ReportingPeriod magistralte judges indicate full-or pairttime) Nomination. Date 1/1/2003 DistricltJudge-Active 12131/2003 Chamben. Office Address the basis the information contained inthis. Report and any modifications pertainingthereto, is, l!1Y opinion, compliance Hugo Black Courthouse with applicable laws and regulations. 1729 Fiilh Avenue North Binningbam, 35203 NOTES: nie inslruc:tioos aa:ompanyingthis form must followed. Complete all parts. checking the NONE box f each part whc:re you haveno reportablle information. Sign last page. POSITIONS. (Repor1ing individual on1y; see pp. 9-13 filing instnwtions) NO.NIE -(Noreportablle1JOsitiooa.) NAME I>ireclar Brigbam-W"illiams, Inc l'ropriet Juliette flllllSDk!a KayBee Saddlebreds TI. AGREEMENTS. c:aeportingindividualonly;seepp.14-16orfilinginsbuc:tioos) NONE -(Non:portable llgreemenls.) PARTIES TERMS 2001 Samford University (Dcfinod Bendit Plan)-vested benefits plan offimner employer. tr> r-41 (') C:"'.: cf.:.,_ c: r.-; Bowdre, Karon III. NON-INVESTME11T JNCOME.(Reportingindividual and see pp. 17-24 oflfilinginstructions) Filer's Non-Investment Jlncom NONE (No reportablenon-investment income.) SOURCE AND TYPE GROSS INCOME (yoms, not spouse's) Juliette Farms fka Kaybee Saddldxeds (Breed. Train Show American 1,650.00Saddlebred Horses) SpOIU9' Non-Investment Tucom6f you were married duringanyponin the reportingyear. please complete this section. (dollaramountnotrequired 'Pl for honoraria) .. NONE (Noreportablenon-iirvestml::nincune.) SOURCE AND TYPE 2003 Self-Fmployed Law Pradice IV. lodgjng.food. eutertainmeDt. (Includesthose spouse depeodenl diiJdrea. See pp. 25-27 inslnlctiom.) NOJ-;IE Alai-CbristiattLepl Socdy July 17-18-Lodging provided/reimhu Ill Alabama State Bar-CI.8 Breakfiist (Mobile, AL) S/utm04 GIFTS:. (Includesthoseto5110111Seanddepenclentchildren. See pp. 28-31 ofinstructions.) NONE -(Nosuchreportabl1ei'I.) DESCRIPTION VI. LL"1lll.JTIES. (InchKtesthose of.spouse am1 clepeodent cbildrm'. See pp. 32-34 orinslructions.> NONE (Norcpcxtalieliabilitial.) VALUE CODE Descriptionof Assets (uicludingtrust assets) Place "(X)" after each aset i:mpt fum prier disclosure (2) (e.g.div. n::nt. Gross value aid Tramactiam during reporting period reporting period not crempt(1) (2) (1) (5) Value Type {e.g. Value Identity Method buy, sell, MouthCode2 Codel Codel buyer/sellcc tramaction) (1-P) Code3 magcc, (J-P) (A-H) redemption) (A-H) (Q-W) -- (Notcpmtable moonx. m!Sds. ortransactions) DNONE U;C #1-Retail Shopp.inglReal E'l!Ue Birmingham, Fit11t Commercial Bank Acct Fmlt Bank Aicc:1t .A111eri1c:an Funcl-Funclameo Investors .Anteri1c:an Fund-F.uropacific Gi'O'Mh Fund .Anterii:anFund-Capital Wadd Gnni11h and Income Evili'rgrcen Money Market Campm Bank Common :stocli J1111us Inveslmellt Fund,. Small Cap Value Fund 10. Dreyiim Appreciatian FUDdl 11. Disln"bution Interest Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Fuodama:dlll IJIV'estalB Dividend 12. Growth Fund Amlri:a 13. LcrdIU>bdt Dev. Growth Fund 14. Putnai111Intl GrowthFundl IS. Snmh. Bamey CitibmlkMaaey Fiimd 16. immc Cmmon Stock 17. Le:gg :Masm Value Trust Dividend Dividend Dividend Dividend Dividend Dividend sell 11/03 sell 11103 InoomelGainCodes: =Sl,.OOOorless $1,001-$2,.500 $2,501-SS,OOO $5,001-$15,000 0 $15,001-SSO,OOO (See Cetlumms and 04) $50,001-Sl 00,000 SI00,001-$1,000,000 Sl,000,001-$5,000,000 =More than S5.ooo,ooo Value Codes: $1:5,00CllumIDS and 04) $50,(lOl-$100,000 Sl00,001-$1,000,000 $1,000,001-$5,000,000 =More tban $5,000,000 Value O>de:! $15,000 less SlS,001-$50,000 $50,001-$100,000 =$l00,001-$2S0,000 (SeeCoum illSClandD3) $250,000-$500,000 $500,001-$1,000.000 Sl,000,001-$5,000,000 $5,000.001-$25,000,000 $25,000;001-$50,000,000 $More than $50,000,000 Codes Appraisal =Cost (Real Estate Only) =Assessment Cash/Market Date ofRepott Income during Gross value end Tonsduringn::portingpeziod Dc:scription Assets reportingperiod repaUng period ("mclucling trust assets) not empt (2) (2) (2) (3) Pn.ce ocr after each asset eireaq>t Amount (e.g. Value Value 'fype (e.g. buy,sel fiampriardisclosure div. rent. Value Ide!Ilizy buyer/seller Codc2Codel Codc2 Code3 magec. (J-P) (A-H)(Q-W) redemption) 1ranSadion) 36. Am'Soulth Bancorp Common StoCk. 37. Bm:ik America Cominan Stnck 38. Vm:L KlllllJlCID F.mcrging Orowilllt :f'urul 39. PiallClel Growth/Income Fund 40. Inv., Cc Am:r Fund 41. Put1111111 CJY8!lJ!C Fund sell 04104 Dividend sell 04/04 Dividend Dividend Inv.. Co. America Fund Dividend 43. ICX>S Commoo Stock Dividend buy 08125 AI.KS Common Stock. 45. Tnrst Inc.Beocf; Trustee= PartVIll 46. An.Soilllb. Bank Acct 47. A111mi1canNew Perspective 1'und 48. Anie:riJcanNewPerspectiveFm 49. Cilico :Systems Commoo Stodk. -so. Selligman Heodenon Growtlll F'wld 51. T11ut l[I; Inc.. ace Part VIII. 52. Lt.C II, iDen:st eVault, Ille. CCN, Inc. 53. 40I(k)@The Principal, See hl1i Dividend Dislributioo. JDtem;t Dividend Dividend Dividend Dividend Distnl>utioo Dislnl:JUtion Dividend sell 04/04 buy Im:omefGain Codes: Sl,OCO or less $1,001-$2,500 $2,501-$5,000 $5,001-$15,000 $15,001-$50,000 (See Columns and D4) $5(),001-$100,000 $100,001-$1.000,000 SJ,OOO,OOJ-$5,000,000 =More than $5,000,000 Value Cdes: SIS,000 less $15,001-$50.000 -$50,001-$100,000 $100,Q()!.$250,000 (See Columns and D3) $250,000$500,000 $500,001-$1,000,000 $1,000,001-$5,000,000 $5,000,00J-$25.000.00Q $2).CIOO,OOJ-$50,000,000 =$More than $50,000,000 ValueMethodCodes =Appt;iisal Cost (Real Estate Only) Assessment Cash/Maiket (See Column C2) =Book Value =Other =Estimated Date ofReport of; Bowdre. Karon s11512004 .vn_ INVESTMENTS aru:i TRUSTS-income.va1ue. tnnsca!ions(inchidcs thQseaflhespouseanddependcntcblldren: See pp. 34-s1 orfilinginstructicms.) ptionof Assets :luding trust assets) Pia fioJ "(X)" after each asset l'Dtempt 54. LaWlfini prior disclosure Capital Contributicm l;Inc. Benet:; Life Imurarice; Tmstee=119 55. Tru:lltIl 56. Tru:11tJ1i,lnc. Bene; Life 1mur:ice; Income during reportingperiod (1) (e.g.div. rcml. (A-H} inL) None None None Gross value mid .of Value Value Code2 Method (J-P) Code3 (Q-W) (1) Type (e.g. buy,sdl, mergec. Tnmsacti0os during reporting period D0t (3) (4) Date: Value MonthCode2 (J-P) (A-H) (S) buyer/seller (ifprivatetransaction) 57. Pfo11eeiMid-Cap Value Fllllld Dividend Small Cap Value f'llllli Dmdeod 59. Mcl:>oiillllds COip. Col:mnOlll Stoc1!: 60. Mcl:>oiillllds COip. Common Stoc1!: 61. Pilll1rC :ommon Stock Dividend 62. PiDrC:ommon Stock Dividend 63. Ewrg11 Mooey Mmbt Fdl Interest 64. Natims FD11K; Intl Value lmr. Dividend 65. Evc:rgii Mon.Malket Fell-IRA Dividend 66. Janus]lnvL Fd-Small Cap Villt:ie Fund-JRA Dividend sell 10/24 67. llb>vle Price Mid-Cap Growtl lPund-JRA Dmdeod sell 10/24 68. Belllsoi lllh Corp. Common Stock Dividend sell 11/12 69. Gei111m Eleclric Company C'.(ll]lllllllll Stock Dividend :mp. Common Stock Dividend 71. Nuveen Select Tax Free Income :Port SBI Dividend Codes:1. Income/Gain $1,l)()l less $1,001-$2.500 $2,501-$5,000 $5,001-$15,000 $15,001-$50,000 (See Collurm1S andD4) $50,001-lilOO,OOO a s100,001-s1,ooo,ooo $1,000,001-$5,000,000 =Mare than $5,000,000 Value Cedes Sl5,l))(l less $15,001-$50,000 SS0,001-SlOO,OOO OO,CXll -$250,000 (See CoilumJ1S andD3) S2S0,1:JOO-SSOO,OOO $500,001-$1,000,000 Sl,000,001-$5,000,000 $5,000,001-$25,000,000 $25,0:>0,001-$50,000,000 $Mare than $50,000,000 Value Moothod Codes =J1J>Illisal Cost (Rea!Estate Only) =Assessment Cash/Market (See Co1unm C2) B0