financial DiScloSure report
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1 Filing ID # financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC filer information name: Status: State/District: Hon. Roger Williams Member TX25 filing information filing type: annual Report filing year: 2015 filing Date: 05/13/2016 ScheDule a: assets and "unearned" income Berkshire Hathaway Inc. (BRK.a) SP $1,001 - $15,000 Chevron Corporation (CVX) SP $1,001 - $15,000 Dividends $1 - $200 Chevron Corporation (CVX) $15,001 - $50,000 Dividends $1,001 - $2,500 Davis New York Venture Fund CL a SP $1,001 - $15,000 Capital Gains, Dividends $1,001 - $2,500 General Electric Company (GE) SP $1,001 - $15,000 Dividends $1 - $200 Invesco Diversified Div Fd a SP $1,001 - $15,000 Capital Gains, Dividends $201 - $1,000 Invesco Growth & Income Fund CL a SP $1,001 - $15,000 Capital Gains, Dividends $1 - $200 SP $1,001 - $15,000 Capital Gains, $201 - $1,000
2 Invesco International Growth Find CL a Dividends Procter & Gamble Company (PG) SP $1,001 - $15,000 Target Corporation (TGT) SP $1,001 - $15,000 Dividends $1 - $200 Walt Disney Company (DIS) SP $1,001 - $15,000 Dividends $1 - $200 Xponential, Inc. (XPOI) SP $1 - $1, Main/Williams GP LLC $1,001 - $15,000 LOCaTION: aledo/parker, TX, US DESCRIPTION: Real estate 500 Main/Williams, Ltd. $100,001 - $250,000 LOCaTION: aledo/parker, TX, US DESCRIPTION: Real estate Jack Williams Chevrolet LOCaTION: Fort Worth, TX, US DESCRIPTION: Motor Vehicle Dealership $1 - $1,000 Interest, Royalties, auto Dealership $50,001 - $100,000 PBC Network Crossing LOCaTION: austin/travis, TX, US DESCRIPTION: Commercial real estate Pershing House LOCaTION: Fort Worth/Tarrant, TX, US Van Dyke Energy $100,001 - $250,000 LOCaTION: Houston/Harris, TX, US DESCRIPTION: Offshore drilling company Walsh House
3 LOCaTION: Fort Worth/Tarrant, TX, US JRW Corporation First Texas BHC, Inc. $50,001 - $100,000 DESCRIPTION: Stock held in JRW Corporation JRW Corporation JRW Corporation & affiliates $25,000,001 - $50,000,000 DESCRIPTION: Motor Vehicle Dealer JRW II, LLC $1 - $1,000 LOCaTION: Fort Worth/Tarrant, TX, US DESCRIPTION: Motor Vehicle Dealer Lake House $1,000,001 - LOCaTION: Marble Falls/Burnet, TX, US Museum Collectibles $1,000,001 - DESCRIPTION: Sports memorabilia, political & military artifacts, historical documents & photographs, & art. Note Receivable - Vestry Corporation Weatherford, TX Note Receivable - Williams Chrysler Dodge Jeep $500,001 - Pedernales Electric Cooperative $1,001 - $15,000 DESCRIPTION: Electric cooperative Personal Cash account - Edward Jones SP $1 - $1,000 Personal Checking account - Chase Bank $1,001 - $15,000 Personal Checking account - Legacy Texas Bank $1,001 - $15,000 Personal Checking account- Legacy Texas Bank SP $1,001 - $15,000 Personal Money Market account- Legacy Texas Bank SP $1,001 - $15,000 Interest $1 - $200
4 Personal Money Market account- Legacy Texas Bank JT $15,001 - $50,000 Interest $1 - $200 Personal residence $1,000,001 - Quintana Energy Partners LOCaTION: Houston/Harris, TX, US DESCRIPTION: Oil & Gas Renzel Boulevard Car Wash Renzel Boulevard Car Wash $1 - $1,000 LOCaTION: Fort Worth/Tarrant, TX, US DESCRIPTION: Motor Vehicle Dealer Vestry Corporation Palo Pinto Ranch $1,000,001 - LOCaTION: Graford/Palo Pinto, TX, US Vestry Corporation Vestry Corporation $1 - $1,000 Interest, Warranties $100,001 - DESCRIPTION: Motor Vehicle Dealership Williams Chrysler Plymouth Dodge Rental Property $100,001 - $250,000 Williams Chrysler Plymouth Dodge Roger Williams Chrysler Plymouth Dodge $1 - $1,000 DESCRIPTION: Motor Vehicle Dealer Williams Irrevocable Life Insurance Trust Williams Family Irrevocable Trust: Fort Worth, TX $15,001 - $50,000 Unearned Interest DESCRIPTION: Life insurance policy (cash surrender value) Williams Irrevocable Life Insurance Trust Williams Irrevocable Insurance Trust: Fort Worth, TX DESCRIPTION: Life insurance policy (cash surrender value) Interest $5,001 - $15,000
5 Xponential, Inc. (XPOI) Non Dividend Distribution $15,001 - $50,000 * asset class details available at the bottom of this form. ScheDule B: transactions asset owner Date tx. type amount cap. gains > $200? ab Intermediate Diversif Muni (aidyx) ab Intermediate Diversif Muni (aidyx) SP 11/5/2015 S $1,001 - $15,000 Berkshire Hathaway Inc. (BRK.a) SP 10/31/2015 P $1,001 - $15,000 Chevron Corporation (CVX) SP 10/31/2015 P $1,001 - $15,000 Franklin Fed Int-Term T/F Inc (FITZX) Franklin Fed Int-Term T/F Inc (FITZX) SP 11/5/2015 S $1,001 - $15,000 Franklin Fed Tax-Free Income a (FKTIX) SP 10/27/2015 S $1,001 - $15,000 Franklin Fed Tax-Free Income a (FKTX) Gogo Inc. (GOGO) SP 10/21/2015 S $1,001 - $15,000 MFS Municipal High Income (MMHYX) MFS Municipal High Income (MMHYX) SP 10/27/2015 S $1,001 - $15,000 Procter & Gamble Company (PG) SP 10/31/2015 P $1,001 - $15,000
6 asset owner Date tx. type amount cap. gains > $200? Tax Exempt Bond (aftfx) Tax Exempt Bond (aftfx) SP 11/5/2015 S $1,001 - $15,000 Thornburg Limited Term Muni (LTMIX) Thornburg Limited Term Muni (LTMIX) SP 11/5/2015 S $1,001 - $15,000 Xponential, Inc. (XPOI) 12/31/2015 S $15,001 - $50,000 * asset class details available at the bottom of this form. ScheDule c: earned income Source type amount Williams Chrysler LP Spouse Salary N/a ScheDule D: liabilities owner creditor Date incurred type amount of liability Roger Williams (RWCJD) March 2009 Note Payable $500,001 - Roger Williams (Vestry) July 1995 Note Payable Legacy Texas Bank September 2009 Line of Credit $1,000,001 - Legacy Texas Bank September 2012 Mortgage on Personal Residence (Horseshoe Bay) Legacy Texas Bank March 2014 Land Loan Legacy Texas Bank May 2015 Line of Credit $500,001 - Legacy Texas Bank December 2011 Line of Credit $500,001 -
7 owner creditor Date incurred type amount of liability ScheDule e: PoSitionS Position Sole Director & President Director, President, Chairman, & Secretary Board of Directors Board of Trustees Board of Trustees Board of Trustees Board of Directors Finance Committee name of organization JRW Corporation Williams Chrysler, LP Williams Chrysler Holding, LLC Vestry Holding, LLC Jack Williams Chevrolet Holding, LLC Vestry, LP Jack Williams Chevrolet, LP JRW II, LLC Renzel Boulevard Car Wash, Inc Pennybacker Capital Texas Christian University Bush School of Government and Public Service Davey O'Brien Foundation National Football Foundation and College Football Hall of Fame George W. Bush Presidential Center ScheDule f: agreements disclosed. ScheDule g: gifts disclosed. ScheDule h: travel PaymentS and reimbursements disclosed. ScheDule i: PaymentS made to charity in lieu of honoraria disclosed.
8 ScheDule a and B asset class DetailS Edward Jones Brokerage account (Owner: SP) Edward Jones Brokerage account Jack Williams Chevrolet JRW Corporation Renzel Boulevard Car Wash Vestry Corporation Williams Chrysler Plymouth Dodge Williams Irrevocable Life Insurance Trust exclusions of SPouSe, DePenDent, or trust information ipo: Did you purchase any shares that were allocated as a part of an Initial Public Offering? nmlkj Yes nmlkji No trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child? nmlkj Yes nmlkji No exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or dependent child because they meet all three tests for exemption? nmlkj Yes nmlkji No certification and Signature b I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the best of my knowledge and belief. Digitally Signed: Hon. Roger Williams, 05/13/2016
financial DiScloSure report
Filing ID #10013583 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10017793 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10013013 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10001420 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10003757 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10011404 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10006661 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
FInancIaL DIScLOSurE report
Filing ID #10010737 FInancIaL DIScLOSurE report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 FILEr InFOrmaTIOn name: Status: State/District:
financial DiScloSure report
Filing ID #10005281 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10010557 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10011275 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10006275 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
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Noonan. Jr.. John T AO JO Rev. J/20JJ FINANCIAL DISCLOSURE REPORT in Government Act of1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111) Report Required by the Ethics I. Person Reporting (last name, first,
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D NONE (No reportable positions.)
AO 10 Rev. 112012 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of I978 FOR CALENDAR YEAR 2011 (5 U.S.C. app. IOI-I I 1) I. Person Reporting (last name, first, middle initial)
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' FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Government Act of 1978 Rev. 112008 FOR CALENDAR YEAR 2007 (5 U.S.C. app. 101-111) l. Person Reporting (last name, first, middle initial)
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D NONE (No reportable positions.)
AOJO Rev. 112012 FOR CALENDAR YEAR 2011 Report Required by the Ethics m Government Act of 1978 (5 U.S.C. app. I 101-111) I. Person Reporting (last name, first, middle initial) Court or Organization U.S.
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in Government Act of/978 FOR CALENDAR YEAR 2011 (5 U.S.C. app. 101-l l l) Report Required by the Ethics Person Reporting (last name, first, middle initial) Court or Organization Zipps, Jennifer G. United
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D NONE (No reportable positions.)
AO IO Rev. 112012 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2011 Report Required by the Ethics in Governmell/ Ac/ of 1978 (5 U.SC. app. IOI-I II) Person Reporting (last name, first, middle initial)
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AOJO ''Rev. 11201.3 FOR CALENDAR YEAR 2012 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111) 1. Person Reporting (last name, first, middle initial) Court or Organization United
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D NONE (No reportable positions.)
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D NONE (No reportable positions.)
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D NONE (No reportable positions.)
AOIO Rev. 112013 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. 101-1I I) Person Reporting (last name, first, middle initial)
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D NONE (No reportable positions.)
... Cohill, Jr., Maurice B. AO JO Rev. 112011 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111) Person Reporting (last name,
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D NONE (No reportable positions.)
AOJO Rev. 112012 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2011 Report Required by the Ethics in Government Act of 1978 (5 USC. app. JOI-I I I) 1. Person Reporting (last name, first, middle initial)
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D NONE (No reportable positions.)
AOlO Rev. 112013 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. 101-111) Person Reporting (last name, first, middle initial) Bacharach,
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[{ NONE (No reportable positions.)
Prost. Sharon AO JO Rev. 112011 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111) Person Reporting (last name, first, middle
3. Drop off your documents at our office without a personal meeting; Our office will return a copy of your tax returns and all original documents.
Dear Client, Our firm looks forward to helping you with your 2017 income taxes! Please review the enclosed 2017 Income Tax Organizer and use to organize your documents. Please make sure you confirm your
United States District Court
United States District Court DISTRICT OF OREGON 87 United States Courthouse 1 United States Courthouse 1000 SW Third Avenue 10 West Sixth Street Portland, Oregon 970-90 Medford, Oregon 97501-710 Chambers
Individual Income Tax Organizer 2016
MICHAEL R. ANLIKER, CPA, P.C. 5348 Twin Hickory Rd. Glen Allen, VA 23059 TELEPHONE: (804) 237-6044 FAX: (804) 237-6064 www.anlikerfinancial.com Individual Income Tax Organizer 2016 This Tax Organizer is
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AOJO Rev. 1/2013 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2012 Report Required by the Ethics in Government Act qf 1978 (5 U.S.C. app. /O/.l II) Person Reporting (last name, first, middle initial)
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N E W B U R G H T A X S E R V I C E newburghtaxservice.com 4155 State Route 261, Newburgh, IN 47630 812.858.1040 PREFERENCES Tax Return Copy: Paper Copy PDF on CD Notifications: Phone Text Refund: Paper
D NONE (No reportable positions.)
AOlO Rev. 112013 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Governmenr Act of 1978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. 101-111) Person Reporting (last name, first, middle initial) Court
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
Nominee Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
(K NONE (No reportable positions.)
1- AO IO FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of1978 Rev. 112007 FOR CALENDAR YEAR 2006 (5 U.S.C. app. IOI-I//) Person Reporting (last name, first, middle initial)
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
Termination Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (January 2018) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
[Z NONE (No reportable positions.)
AO JO Rev. 112012 Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2011 (5 u.s.c. app.. H 101-111; Person lkporting (last name, first, middle initial) Court or Organization Date
FINANCIAL DISCLOSURE REPORT. in Government Act of I978 Rev. I/2007 FOR CALENDAR YEAR 2006 (5 U.S.C. app. IOI-Ill) 2. Court or Organization
Report Required by the Ethics AO IO in Government Act of I978 Rev. I/2007 FOR CALENDAR YEAR 2006 (5 U.S.C. app. IOI-Ill) 1. Person Reporting (last name, first, middle initial) Court or Organization Nordberg,
TAX ORGANIZER. When you drop off your tax information, please bring your Organizer and any of the following that apply to your tax situation:
TAX ORGANIZER Dear Client, Enclosed is your Tax Organizer for tax year 2018. Your Organizer contains several sections that include common expenses and deductions that many taxpayers overlook. Please review
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
New Entrant Report U.S. Office of Government Ethics; 5 C.F.R part 2634 Form Approved: OMB No. (3209-0001)(March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
D NONE (No reportable positions.)
AO JO Rev. 112013 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2012 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. IOI-I I I) '\ Person Reporting (last name, first, middle initial)
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co,pv Report Required by the Ethics AO 10 in Government Act of 1978 Rev. 112006 FOR CALENDAR YEAR 2005 (5 U.SC. app. 101-111) 1. Person Reporting (last name, first, middle initial) Court or Organization
2018 Tax Organizer Personal and Dependent Information
Page 1 Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime
[Z NONE (No reportable reimbursements.) [Z NONE (No reportable non-investment income.) FINANCIAL DISCLOSURE REPORT Page 2of9
Bury_David_C Page 2of9 Bury, David C. 3127/2009 III. NON-INVESTMENT IN COME. (Reporting individual and spouse; see pp. 17-24 of filing instructions.) A. Filer's Non-Investment Income [Z NONE (No reportable
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AO JO in Government Act of 1978 Rev. 112007 FOR CALENDAR YEAR 2006 (5 U.S.C. app. JOI-JI I) Report Required by the Ethics I. Person Reporting (last name, first, middle initial) Williams, Alexander Jr.
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
New Entrant Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
New Entrant Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's