Amarillo Mayor Debra McCartt 2008 ethics form

Texas Ethics Commission P.O. Box12070 Austin, Texas 78711-2070 (512) 463-5800 1 -800-325-8506

PERSONAL FINANCIAL STATEMENT FORM PFS

COVER SHEET

Filed in accordance with chapter 572 of the Government Code.For filings required in 2008, covering calendar year ending December 31,2007.

Use FORM PFS-INSTRUCTION GUIDE when completing this form.

TOTAL NUMBER OF PAGES FILED:

ACCOUNT #

1 NAME

2 ADDRESS

TITLE; FIRST; Ml

DEBRA AOFFICE USE ONLY

Date Received

NICKNAME; LAST; SUFFIX

McCARTT

ADDRESS / PO BOX; APT / SUITE ft CITY; STATE; ZIP CODE

2603 W 26THAMARILLO.TX 79109

1 (CHECK IF FILER'S HOME ADDRESS)

Receipt #

HD/PM

3 TELEPHONENUMBER

AREA CODE PHONE NUMBER; EXTENSION

( 806 ) 356-9795

Dale Processed

Date Imaged

4 REASONFOR FILINGSTATEMENT

CANDIDATE

\ ELECTED OFFICERMAYOR-CITY OF AMARILLO, TX

APPOINTED OFFICER

EXECUTIVE HEAD

FORMER OR RETIRED JUDGE SITTING BY ASSIGNMENT

STATE PARTY CHAIR

1 OTHER

_ (INDICATE OFFICE)

(INDICATE OFFICE)

(INDICATE AGENCY)

(INDICATE AGENCY)

_ (INDICATE PARTY)

(INDICATE POSITION)

Family members whose financial activity you are reporting (filer must report information about the financial activity of the filer's spouse ordependent children if the filer had actual control over that activity):

JOSEPH R ( JOE BOB) McCARTTSPOUSE

DEPENDENT CHILD 1.

2.

3.

N/A

In Parts 1 through 18, you will disclose your financial activity during the preceding calendar year. In Parts 1 through 14, you arerequired to disclose not only your own financial activity, but also that of your spouse or a dependent child if you had actual controlover that person's financial activity.

COPY AND ATTACH ADDITIONAL PAOE3 AS NECESSARY

Texas Ethics Commission P.O. Box12070 Austin, Texas 78711-2070 (512)463-5800 1-800-325-8506

SOURCES OF OCCUPATIONAL INCOME PART 1 A

[] NOT APPLICABLE

When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.

1 INFORMATION RELATES TO

2 EMPLOYMENT

[•] EMPLOYED BY ANOTHER

[jj SELF-EMPLOYED

INFORMATION RELATES TO

EMPLOYMENT

[7| EMPLOYED BY ANOTHER

Q SELF-EMPLOYED

INFORMATION RELATES TO

EMPLOYMENT

fj EMPLOYED BY ANOTHER

Q SELF-EMPLOYED

pJFUFp QSPOIISF | | PFPFNIPFNT CHII D

NAME AND ADDRESS OF EMPLOYER / POSITION HELD

~~j (Check If Filer's Home Address)

CITY OF AMARILLOP O BOX 1971AMARILLO, TX 79105

MAYOR

NATURE OF OCCUPATION

] FILER (•] SPOUSE | | DEPENDENT CHILD

NAME AND ADDRESS OF EMPLOYER / POSITION HELD

^j (Check If Filer's Home Address)

JBKA, INCP O BOX 15570AMARLLO, TX 79105

PRESIDENT-LEASE MGMT & BROKERAGE COMPANY


fj FILER Q SPOUSE [~~| DEPENDENT CHILD

NAME AND ADDRESS OF EMPLOYER / POSITION HELDJ (Check If Filer's Home Address)


COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY


RETAINERS PART 1B

NOTAPPLICABLE

This section concerns fees received as a retainer by you, your spouse, or a dependent child (or by a business in which you,your spouse, or a dependent child have a "substantial interest") for a claim on future services in case of need, rather than forservices on a matter specified at the time of contracting for or receiving the fee. Report information here only if the value ofthe work actually performed during the calendar year did not equal or exceed the value of the retainer. For more information,see FORM PFS-INSTRUCTION GUIDE.


FEE RECEIVED FROMNAME AND ADDRESS

FEE RECEIVED BYNAME OF BUSINESS

"I FILEROR FILER'S BUSINESS

1 SPOUSEOR SPOUSE'S BUSINESS

~j DEPENDENT CHILDr»D ^un rvo Qt IGIMCOR CHILD'S BUSINESS

FEE AMOUNT

FEE RECEIVED FROM

I | LESS THAN $5,000 | | $5,000-$9,999 I I $10,000-324,999 [ ] $25,000-OR MORE

NAME AND ADDRESS

FEE RECEIVED BYNAME OF BUSINESS

FILEROR FILER'S BUSINESS

SPOUSEOR SPOUSE'S BUSINESS

DDEPENDENT CHILDOR CHILD'S BUSINESS

FEEAMOUNT ]] LESS THAN $5,000 [ ] $5,000-$9,999 [ ] $10,000-$24,999 £ ] $25,000~OR MORE


Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512) 463-5800 1 -800-325-8506

STOCK PART 2

CD NOT APPLICABLE

List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearand indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate thecategory of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE.


1 BUSINESS ENTITY

2 STOCK HELD OR ACQUIRED BY3 NUMBER OF SHARES

4 IF SOLD [~| NET GAIN

| | NET LOSS

BUSINESS ENTITY

STOCK HELD OR ACQUIRED BY

NUMBER OF SHARES

IF SOLD QD NET GAIN

| | NET LOSS

BUSINESS ENTITY


NUMBER OF SHARES

IF SOLD CZ| NET GAIN

| | NET LOSS

BUSINESS ENTITY


NUMBER OF SHARES

IF SOLD [~| NET GAIN

| | NET LOSS

BUSINESS ENTITY


NUMBER OF SHARES

IF SOLD | | NET GAIN

| | NET LOSS

NAME

JBKA, INC

D FILER 0 SPOUSE C1DEPENDENTCH|LD

CD LESS THAN 100 CD 100 TO 499 CD 500 TO 999 CI

0 5,000 TO 9,999 CD 10,000 OR MORE

CJ LESS THAN $5,000 Q $5,000-$9,999 CD $10,000-$24,999 C]

1,000 TO 4,999

$25,000-OR MORE

NAME

McCARTT & ASSOCIATES, INC

CD FILER 0 SPOUSE CD DEPENDENT CHILD

CD LESS THAN 100 CD 100 TO 499 CD 500 TO 999 0

D 5,000 TO 9,999 D 10,000 OR MORE

D LESS THAN $5,000 D $5,000-$9,999 D $10,000-$24,999 CD

1,000 TO 4,999

$25,000-OR MORE

NAME

CD FILER CD SPOUSE CD DEPENDENT CHILD

D LESS THAN 100 D 100 TO 499 CD 500 TO 999 CD

CD 5,000 TO 9,999 CD 10,000 OR MORE

1,000 TO 4,999

D LESS THAN $5,000 CD $5,000-$9,999 CD $10,000-$24,999 CD $25,000-OR MORE

NAME

CD FILER CD SPOUSE CJ DEPENDENT CHILD

CJ LESS THAN 1 00 D 1 00 TO 499 CD 500 TO 999 0

CD 5,000 TO 9,999 CD 10,000 OR MORE

1 ,000 TO 4,999

CD LESS THAN $5,000 d $5,000-$9,999 CH$10,000-$24,999 CD $25,000-OR MORE

NAME

fj FILER CD SPOUSE CD DEPENDENT CHILD

D LESS THAN 100 CD 100 TO 499 CD 500 TO 999 CD 1

CD 5,000 TO 9,999 CD 10,000 OR MORE

,000 TO 4,999

D LESS THAN $5,000 CD $5,000-$9,999 CD $10,000-$24,999 CD $25,000-OR MORE

COPY AND ATTACH ADDITIONAL PAGES AS NECESSARYRevised 02/25/2008

Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512)463-5800 1-800-325-8506

BONDS, NOTES & OTHER COMMERCIAL PAPER PARTS

[•] NOT APPLICABLE

List all bonds, notes, and other commercial paper held or acquired by you, your spouse, or a dependent child during thecalendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For moreinformation, see FORM PFS-INSTRUCTION GUIDE.


DESCRIPTIONOF INSTRUMENT

HELD OR ACQUIRED BYI FILER I ISPOUSE l~1 DEPENDENT CHILD

IF SOLD

D NET GAIN

D NET LOSS

I LESS THAN $5,000 ZI$5,000-$9,999 dfel 0,000-424,999 D $25,000~OR MORE


HELD OR ACQUIRED BYDFILER JSPOUSE D DEPENDENT CHILD

IF SOLD

D NET GAIN

DNET LOSS

CI LESS THAN $5,000 CJ$5,000-$9,999 n$10,000~$24,999 Q $25,000-OR MORE


HELD OR ACQUIRED BYFILER CDSPOUSE JDEPENDENT CHILD

IF SOLD

J NET GAIN

NET LOSS

D LESS THAN $5,000 CH$5,000-$9,999 [Hl$10,000-$24,999 Q $25,000-OR MORE



MUTUAL FUNDS PART

[7j NOT APPLICABLE

4

List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held oracquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. Ifsome or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realizedfrom the sale. For more information, see FORM PFS-INSTRUCTION GUIDE.


1 MUTUAL FUND

2 SHARES OF MUTUAL FUNDHELD OR ACQUIRED BY

3 NUMBER OF SHARESOF MUTUAL FUND

4 IF SOLD |~~| NET GAIN

CH NET LOSS

MUTUAL FUND

SHARES OF MUTUAL FUNDHELD OR ACQUIRED BY

NUMBER OF SHARESOF MUTUAL FUND

IF SOLD [[] NET GAIN

l~~l NET LOSS

MUTUAL FUND

SHARES OF MUTUAL FUNDHELD ORACQUIRED BY

NUMBER OF SHARESOF MUTUAL FUND

IF SOLD Q] NET GAIN

l~1 NET LOSS

NAME

D FILER f~| SPOUSE fl DEPENDENT CHILD

n LESS THAN 1 00 Q 1 00 TO 499 Q 500 TO 999 FJ 1 ,000 TO 4,999

D 5,000 TO 9,999 Q 10,000 OR MORE

0 LESS THAN $5,000 Q $5,000--$9,999 Q $10,000»$24,999 Q $25,000-OR MORE

NAME

D FILER D SPOUSE Q DEPENDENT CHILD

Q LESS THAN 1 00 Q 1 00 TO 499 £] 50° TO "9 D 1 .00° TO 4.999

D 5,000 TO 9,999 D 10,000 OR MORE

Q LESS THAN $5,000 D $5,000-$9,999 d$10,000-$24,999 fj $25,000-OR MORE

,NAME

|~| FILER f~~| SPOUSE |~~| DEPENDENT CHII n

[3 LESS THAN 1 00 CH 1 00 TO 499 Q 500 TO 999 n 1 .000 TO 4."9

J 5,000 TO 9,999 O 10,000 OR MORE

Q LESS THAN $5,000 Q $5,000-$9,999 d $10,000-$24,999 Q $25,000-OR MORE


Texas Ethics Commission ' P.O. Box 12070 Austin. Texas 78711-2070 (512)463-5800 1-800-325-8506

INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS PART 5

NOT APPLICABLE

List each source of income you, your spouse, or a dependent child received in excess of $500 that was derived frominterest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income. Formore information, see FORM PFS-INSTRUCTION GUIDE.


SOURCE OF INCOMENAME AND ADDRESS

MITCHELL, BALLOU AND WOODS LEASING PARTNERSHIP1201 S TAYLORAMARILLO, TX 7911

RECEIVED BY!•] FILER SPOUSE DEPENDENT CHILD

AMOUNT Q $500-$4,999 $5,000-$9,999 l~~l $10,000-324,999 0 $25,000-OR MORE


SIXTEEN TWENTY LTD2603 W 26THAMARILLO, TX 79109

RECEIVED BYFILER SPOUSE DEPENDENT CHILD

AMOUNT $500-$4,999 $5,000-$9,999 |~"| $10,000-$24,999 Q $25,000-OR MORE


SIXTEEN TWENTY MANAGEMENT CO, INC2603W26THAMARILLO, TX 79109

RECEIVED BY0] FILER SPOUSE DEPENDENT CHILD

AMOUNT $500-$4,999 $5,000-$9,999 [ $10,000-324,999 $25,000-OR MORE



INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS PART 5

NOTAPPLICABLE

List each source of income you, your spouse, or a dependent child received in excess of $500 that was derived frominterest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income. Formore information, see FORM PFS-INSTRUCTION GUIDE.



TOOT N TOTUM FOOD STORES.LP1201 S TAYLORAMARILLO, TX 79101

RECEIVED BYI*'I FILER SPOUSE ] DEPENDENT CHILD

AMOUNT Q $500-$4,999 $5,000-$9,999 l~~1 $10,000-$24,999 $25,000-OR MORE


HELEN W MCCARTT FAMILY TRUSTSP.O. BOX 9478AMARILLO, TX 79105

RECEIVED BYQ FILER (•]SPOUSE DEPENDENT CHILD

AMOUNT $500-$4,999 $5,000-$9,999 Q $10,000~$24,999 [•] $25,000-OR MORE


RECEIVED BYFlLER SPOUSE DEPENDENT CHILD

AMOUNT D $500-$4,999 CD $5,000-$9,999 C] $10,000-$24,999 fl] $25,000-OR MORE

UUHY AND AIIAUH ADDITIONAL PAGES A5


PERSONAL NOTES AND LEASE AGREEMENTS PARTS

NOTAPPLICABLE

Identify each guarantor of a loan and each person or financial institution to whom you, your spouse, ora dependent child had a total financial liability of more than $1,000 in the form of a personal note or notes or leaseagreement at any time during the calendar year and indicate the category of the amount of the liability. For more informa-tion, see FORM PFS-INSTRUCTION GUIDE.


PERSON OR INSTITUTIONHOLDING NOTE ORLEASE AGREEMENT

2 LIABILITY OF

GUARANTOR

4AMOUNT


LIABILITY OF

GUARANTOR

AMOUNT


LIABILITY OF

GUARANTOR

AMOUNT

AMARILLO NATIONAL BANK

(•] FILER 0 SPOUSE | [DEPENDENT nmi n

Q $1,000-44,999 Q $5,000-49,999 Q $10,000-424,999 [•]$25,000»OR MORE

AMARILLO FEDERAL CREDIT UNION

0FILER QSPOUSE [^DEPENDENT CHILD

Q $1,000-44,999 fj $5,000-49,999 [•] $10,000-424,999 r~|$25.000-OR MORE

FIRST UNITED BANK

0 FILER [•]SPOUSE | IDEPFNOFNTHHII n

fj $1,000-44,999 Q $5,000-49,999 fj $10,000-424,999 [•] $25,000-OR MORE



PERSONAL NOTES AND LEASE AGREEMENTS PART 6

NOTAPPLICABLE

Identify each guarantor of a loan and each person or financial institution to whom you, your spouse, ora dependent child had a total financial liability of more than $1,000 in the form of a personal note or notes or leaseagreement at any time during the calendar year and indicate the category of the amount of the liability. For more informa-tion, see FORM PFS-INSTRUCTION GUIDE.



2 LIABILITY OF

GUARANTOR

4AMOUNT


LIABILITY OF

GUARANTOR

AMOUNT


LIABILITY OF

GUARANTOR

AMOUNT

HELEN WMcCARTT

fj FILER 0 SPOUSE | [DEPENDENT CHII D

Q$1,000--$4,999 Q$5,000--$9,999 Q$10,000-$24,999 0$25,000-OR MORE

FIRST UNITED BANK

QFILER [•] SPOUSE j~| DEPENDENT CHILD

[[]$1,000-$4,999 Q$5,000-$9,999 Q$10,000-$24,999 [7]$25,000-OR MORE

L~] FILER Q SPOUSE | | DFPENDENT CHILD

f_]]$1,000-$4,999 Q$5,000-$9,999 Q $10,000-324,999 Q $25,000-OR MORE



INTERESTS IN REAL PROPERTYQ NOTAPPLICABLE

PART 7 A

Describe all beneficial interests in real property held or acquired by you, your spouse, or a dependent child during thecalendar year. If the interest was sold, also indicate the category of the amount of the net gain or loss realized from the sale.For an explanation of "beneficial interest" and other specific directions for completing this section, see FORM PFS--INSTRUCTION GUIDE.


1 HELD OR ACQUIRED BY

2 STREET ADDRESSI I NOT AVAILABLE

FX] CHECK IF FILER'S HOME ADDRESS

3 DESCRIPTION

| | LOTS

|~1 ACRES

4 NAMES OF PERSONSRETAINING AN INTEREST

~] NOT APPLICABLE(SEVERED MINERAL INTEREST)

5 IF SOLD

[~1 NET GAIN

| | NET LOSS

HELD OR ACQUIRED BY

STREET ADDRESS| | NOT AVAILABLE

| | CHECK IF FILER'S HOME ADDRESS

DESCRIPTION

| ILOTS

|T~| ACRES

NAMES OF PERSONSRETAINING AN INTEREST

~\ NOT APPLICABLE(SEVERED MINERAL INTEREST)

IF SOLD^J NET GAIN

PI NET LOSS

[•IFILER [•! SPOUSE | | DEPENDENT CHILD

STREET ADDRESS. INCLUDING CITY. COUNTY, AND STATE

2603 W 26TH, AMARILLO,TX 79109

NUMBER OF LOTS OR ACRES AND NAME OF COUNTY WHERE LOCATED

FIRST UNITED BANK

O LESS THAN $5,000 d| $5,000-$9,999 Q$10,000-$24,999 |~| $25.0QO-OR MORE

["JFII FR Q RpniiSF fj pEPENPPNT <~HILD

STREET ADDRESS, INCLUDING CITY, COUNTY, AND STATE

NUMBER OF LOTS OR ACRES AND NAME OF COUNTY WHERE LOCATED

CH LESS THAN $5,000 CD $5,000-49,999 CH$10,000-$24,999 CH $25,000-OR MORE



INTERESTS IN BUSINESS ENTITIES PART 7B

NOTAPPLICABLE

Describe all beneficial interests in business entities held or acquired by you, your spouse, or a dependent child during thecalendar year. If the interest was sold, also indicate the category of the amount of the net gain or loss realized from the sale.For an explanation of "beneficial interest" and other specific directions for completing this section, see FORM PFS--INSTRUCTION GUIDE.


HELD OR ACQUIRED BY p] FILER D SPOUSE DEPENDENT CHILD

DESCRIPTIONNAME AND ADDRESS

(Check If Filer's Home Address)

SIXTEEN TWENTY.LTD2603 W 16THAMARILLO, TX 79109

IF SOLD

NET GAIN

NET LOSS

D LESS THAN $5,000 D $5,000-$9,999 Q $10,000-824,999 Q $25,000~OR MORE

HELD OR ACQUIRED BY 0 FILER D SPOUSE D DEPENDENT CHILD


[•] (Check If Filer's Home Address)

SIXTEEN TWENTY MANAGEMENT CO, INC2603 W 16THAMARILLO, TX 79109

IF SOLD

D NET GAIN

n NET LOSS

D LESS THAN $5,000 D $5,000-$9,999 Q $10,000-$24,999 Q $25,000-OR MORE

HELD OR ACQUIRED BY FILER D SPOUSE D DEPENDENT CHILD


[~~1 (Check If Filer's Home Address)

MITCHELL, BALLOU AND WOODS LEASING PARTNERSHIP1201 S TAYLORAMARILLO, TX 79101

IF SOLD

D NET GAIN

D NET LOSS





NOTAPPLICABLE



HELD OR ACQUIRED BY FILER SPOUSE DEPENDENT CHILD

DESCRIPTION DMcCARTT & ASSOCIATES, INCP O BOX 15570AMARILLO,TX 79105

NAME AND ADDRESS(Check If Filer's Home Address)

IF SOLD

D NET GAIN

D NET LOSS

D LESS THAN $5,000 D $5,000-$9,999 Q $10,000-$24,999 O $25,000-OR MORE

HELD OR ACQUIRED BY D FILER J SPOUSE D DEPENDENT CHILD



JBKA, INCP O BOX 15570AMARILLO, TX 79105

IF SOLD

D NET GAIN

n NET LOSS

•̂••••••••••••i

HELD OR ACQUIRED BY

D LESS THAN $5,000 D $5,000-$9,999 D $10,000~$24,999 O $25,000-OR MORE

D FILER SPOUSE D DEPENDENT CHILD



JBKA HOLDINGS,LLPP O BOX 15770AMARILLO, TX 7915

IF SOLD

D NET GAIN

D NET LOSS

D LESS THAN $5,000 Q $5,000-$9,999 Q $10,000-$24,999 Q $25,000-OR MORE




NOTAPPLICABLE



HELD OR ACQUIRED BY FILER KJ SPOUSE DEPENDENT CHILD


I (Check If Filer's Home Address)

JBKA HOLDINGS II, LPP.O.BOX 15570AMARILLO, TX 79105

IF SOLD

D NET GAIN

D NET LOSS

HELD OR ACQUIRED BY

LESS THAN $5,000 d $5,000-89,999 fj $10,000~$24,999 H] $25,000-OR MORE

D FILER D SPOUSE DEPENDENT CHILD



IF SOLD

NET GAIN

NET LOSS


HELD OR ACQUIRED BY Q FILER D SPOUSE D DEPENDENT CHILD


[~] (Check If Filer's Home Address)

IF SOLD

D NET GAIN

D NET LOSS

D LESS THAN $5,000 D $5,000-$9,999 Q $10,000~$24,999 Q $25,000-OR MORE




NOT APPLICABLE



HELD OR ACQUIRED BY FILER SPOUSE DEPENDENT CHILD


| (Check If Filer's Home Address)

McCARTT71P O BOX 15570AMARILLO.TX 79105

IF SOLD

D NET GAIN

D NET LOSS

HELD OR ACQUIRED BY

D LESS THAN $5,000 D $5,000-39,999 Q $10,000-$24,999 O $25,000-OR MORE

FILER D SPOUSE DEPENDENT CHILD

DESCRIPTION DNAME AND ADDRESS


IF SOLD

D NET GAIN

n NET LOSS

D LESS THAN $5,000 D $5,000-$9,999 Q $10,000-424,999 Q $25,000-OR MORE

HELD OR ACQUIRED BY D FILER D SPOUSE DEPENDENT CHILD



IF SOLD

D NET GAIN

D NET LOSS

D LESS THAN $5,000 Q $5,000-$9,999 Q $10,000-$24,999 Q $25,000-OR MORE



GIFTS PARTS

Kl NOT APPLICABLE

Identify any person or organization that has given a gift worth more than $250 to you, your spouse, or a dependent child, anddescribe the gift. Do not include: 1) expenditures required to be reported by a person required to be registered as a lobbyistunder chapter 305 of the Government Code; 2) political contributions reported as required by law; or 3) gifts given by aperson related to the recipient within the second degree by consanguinity or affinity. For more information, see FORM PFS--INSTRUCTION GUIDE.


DONOR

2 RECIPIENT

3DESCRIPTION OF GIFT

DONOR

RECIPIENT

DESCRIPTION OF GIFT

DONOR

RECIPIENT

DESCRIPTION OF GIFT

NAME AND ADDRESS

E]FII-ER (Zl SPOUSE Q DEPENDENT CHILD

NAME AND ADDRESS

D FILER ~\ SPOUSE ~\ DEPENDENT CHILD

- ,

NAME AND ADDRESS

[U FILER d] SPOUSE [U DEPENDENT CHILD

i

COPY ANU ATTACH ADDITIONAL PAGES AS NECESSARY


TRUST INCOME PART 9

£] NOTAPPLICABLE

Identify each source of income received by you, your spouse, or a dependent child as beneficiary of a trust and indicate thecategory of the amount of income received. Also identify each asset of the trust from which the beneficiary received morethan $500 in income, if the identity of the asset is known. For more information, see FORM PFS-INSTRUCTION GUIDE.


SOURCE

2 BENEFICIARY

3INCOME

4 ASSETS FROM WHICHOVER $500 WAS RECEIVED

n UNKNOWN

SOURCE

BENEFICIARY

INCOME

ASSETS FROM WHICHOVER $500 WAS RECEIVED

d UNKNOWN

SOURCE

BENEFICIARY

INCOME

ASSETS FROM WHICHOVER $500 WAS RECEIVED

D UNKNOWN

NAME OF TRUST

ED FAGG TRUST

Q FILER 0 RPOI ISF fl DEPENDENT CHILD

0 LESS THAN $5,000 D $5,000-$9,999 Q $10,000-424,999 Q $25,000-OR MORE

ROYALTIES & INVESTMENTS

NAME OF TRUST

HELEN W. McCARTT FAMILY TRUSTS

DIALER 0 SPOUSE Q DEPENDENT CHILD

Q LESS THAN $5,000 Q $5,000-$9,999 [] $10,000-$24,999 (•] $25,000-OR MORE

NAME OF TRUST

fj F|l FR fj SPni IRE L~] DEPENDENT CHILD

UNLESS THAN $5,000 Q $5,000-49,999 [] $10,000-424,999 Q $25,000-OR MORE



BLIND TRUSTS PART 10A

[•] NOT APPLICABLE

Identify each blind trust that complies with section 572.023(c) of the Government Code. See FORM PFS-INSTRUCTIONGUIDE.


1 NAME OF TRUST

2 TRUSTEE

3 BENEFICIARY

4 FAIR MARKET VALUE

' DATE CREATED

NAME OF TRUST

TRUSTEE

BENEFICIARY

FAIR MARKET VALUE

DATE CREATED

NAME OF TRUST

TRUSTEE

BENEFICIARY

FAIR MARKET VALUE

DATE CREATED

NAME AND ADDRESS

Q Fll FR O RPni ISF [H DFPFNnFNT CHII n

dl LESS THAN $5,000 I k5.000-S9.999 O$10,000-$24,999 CD $25,000-OR MORE

NAME AND ADDRESS

(~~l FILER I~l SPOUSE |~~| DEPENDENT CHILD

Q] LESS THAN $5,000 | |$5,000-$9,999 rj$10,000-$24,999 [~| $25.000-OR MORE

NAME AND ADDRESS

fj FILER I (SPOUSE | | DEPENDENT CHILD

Q LESS THAN $5,000 | |?5,000-$9,999 [] $10,000-124,999 f~l $25,000-OR MORE


Texas Ethics Commission P.O. Box 12070 Austin. Texas 78711-2070 (512)463-5800 1-800-325-8506

TRUSTEE STATEMENT PART 10B

rtl NOTAPPLICABLE

An individual who is required to identify a blind trust on Part 10A of the Personal Financial Statement must submit astatement signed by the trustee of each blind trust listed on Parti OA. The portions of section 572.023 of the GovernmentCode that relate to blind trusts are listed below.

1

2

3

NAME OF TRUST

TRUSTEE NAME

FILER ON WHOSEBEHALF STATEMENTIS BEING FILED

NAME

4 TRUSTEE STATEMENT | affjrmi under penalty of perjury, that I have not revealed any information to the beneficiary of thistrust except information that may be disclosed under section 572.023 (b)(8) of the GovernmentCode and that to the best of my knowledge, the trust complies with section 572.023 of theGovernment Code.

Trustee Signature

§ 572.023. Contents of Financial Statement in General

(b) The account of financial activity consists of:

(8) identification of the source and the category of the amount of all income received as beneficiary of a trust, otherthan a blind trust that complies with Subsection (c), and identification of each trust asset, if known to the beneficiary,from which income was received by the beneficiary in excess of $500;

(14) identification of each blind trust that complies with Subsection (c), including:(A) the category of the fair market value of the trust;(B) the date the trust was created;

(C) the name and address of the trustee; and

(D) a statement signed by the trustee, under penalty of perjury, stating that:

(i) the trustee has not revealed any information to the individual, except information that may be disclosedunder Subdivision (8); and

(ii) to the best of the trustee's knowledge, the trust complies with this section.

(c) For purposes of Subsections (b)(8) and (14), a blind trust is a trust as to which:

(1) the trustee:(A) is a disinterested party;(B) is not the individual;(C) is not required to register as a lobbyist under Chapter 305;

(D) is not a public officer or public employee; and(E) was not appointed to public office by the individual or by a public officer or public employee the individualsupervises; and

(2) the trustee has complete discretion to manage the trust, including the power to dispose of and acquire trustassets without consulting or notifying the individual.

[d) If a blind trust under Subsection (c) is revoked while the individual is subject to this subchapter, the individual must file anamendment to the individual's most recent financial statement, disclosing the date of revocation and the previously unreportedvalue by category of each asset and the income derived from each asset.


ASSETS OF BUSINESS ASSOCIATIONS

[] NOTAPPLICABLE

PART 11A

Describe all assets of each corporation, firm, partnership, limited partnership, limited liability partnership, professionalcorporation, professional association, joint venture, or other business association in which you, your spouse, or a depen-dent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amountof the assets. For more information, see FORM PFS-INSTRUCTION GUIDE.


1 BUSINESSASSOCIATION

2 BUSINESS TYPE

3 HELD.ACQUIRED,OR SOLD BY

4 ASSETS

NAME AND ADDRESS

[7] (Check If Filer's Home Address)

SIXTEEN TWENTY, LTD, 2603 W 26TH, AMARILLO, TX 79109

PARTNERHSIP

0 FII FR 1 ̂ POt I^F ~1 nFPFMHFMT PHII n

DESCRIPTION CATEGORY

CASH FJ LESS THAN $5,000 [•] $5,000-$9,999

d$10,000-$24,999 FJ $25,000-OR MORE

NOTES RECEIVABLE Q LESS THAN $5,000 {•|$5,000-$9,999

d$10,000-$24,999 rj$25,000-OR MORE

FJ LESS THAN $5,000 O$5,000-$9,999

d$10,000-$24,999 O$25,000-OR MORE

Q] LESS THAN $5,000 O $5,000-$9,999

n$10,000-$24,999 Q$25,000-OR MORE

Q LESS THAN $5,000 d $5,000-$9,999

O$10,000-$24,999 Q$25,000-OR MORE

H] LESS THAN $5,000 O $5,000-49,999

H]$10.000-$24,999 d$25,000-OR MORE

Q| LESS THAN $5,000 Q$5,000-$9,999

n$10,000-$24,999 Q$25,000-OR MORE

[U LESS THAN $5,000 d $5,000-$9,999

(Z|$10,000-$24,999 Q$25,000-OR MORE



LIABILITIES OF BUSINESS ASSOCIATIONS PART 11B

NOTAPPLICABLE

Describe all liabilities of each corporation, firm, partnership, limited partnership, limited liability partnership, professionalcorporation, professional association, joint venture, or other business association in which you, your spouse, or a depen-dent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amountof the assets. For more information, see FORM PFS-INSTRUCTION GUIDE.



2 BUSINESS TYPE

3 HELD, ACQUIRED,OR SOLD BY

4 LIABILITIES

NAME AND ADDRESSFX] {Check If Filer's Home Address)

SIXTEEN TWENTY, LTD, 2603 W 26TH, AMARILLO, TX 79109

PARTNERSHIP

0 PM PR 1 9POI I9F 1 nPPPMHPMT PHM n


DEFERRED INCOME D LESS THAN $5,000 D $5,000-49,999

0 $1 0,000-$24,999 0 $25,000-OR MORE

NOTES PAYABLE D LESS THAN $5,000 D $5,000-49.999

Q $10,000-$24,999 0 $25,000-OR MORE

PAYABLE TO PARTNER ._, ,-.LJ LESS THAN $5,000 UJ $5,000-$9,999

D $10,000-424,999 Q $25,000-OR MORE

CH LESS THAN $5,000 D $5,000-$9,999

Q $10,000-$24,999 Q $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

U $10,000-$24,999 D $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

D $10,000-$24,999 D $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

C] $10,000-$24,999 Q $25,000-OR MORE

D LESS THAN $5,000 Q $5,000-49,999

D $1 0,000-424,999 f_] $25,000-OR MORE



ASSETS OF BUSINESS ASSOCIATIONS PART 11A

NOTAPPLICABLE




2 BUSINESS TYPE


4 ASSETS

NAME AND ADDRESS

pi (Check If Filer's Home Address)

SIXTEEN TWENTY MANAGEMENT CO , INC, 2603 W 26TH, AMARILLO, TX 79109

S COPPORATION

D FII FR ||/| ppn| loc ""I nppprMripMT pull n — .


LOANS TO SHAREHOLDERS Q LESS THAN $5,000 0 $5,000-39,999

Q] $1 0,000-$24,999 Q $25,000-OR MORE

INVESTMENTS Q LESS THAN $5,000 0$5,000-$9,999

Q$10,000-$24,999 Q$25,000-OR MORE

Q] LESS THAN $5,000 d$5,000-$9,999

Q$10,000-$24,999 Q]$25,000-OR MORE

fj LESS THAN $5,000 Q$5,000-$9,999

n$1°,000-$24,999 Q$25.000-OR MORE

Q LESS THAN $5,000 d$5.000»$9,999

Q$10,000-$24,999 O$25,000-OR MORE

d] LESS THAN $5,000 O$5.000-$9,999

O$10,000-$24,999 O$25,000-OR MORE

Q LESS THAN $5,000 Q $5,000-$9,999

fJ$10,000-$24,999 Q$25,000-OR MORE

QZI LESS THAN $5,000 [U $5,000-$9,999

D$10,000-$24,999 Q$25,000-OR MORE



LIABILITIES OF BUSINESS ASSOCIATIONS PART 1 1 B

P NOTAPPLICABLE




2 BUSINESS TYPE


* LIABILITIES

v

NAME AND ADDRESS[•j (Check If Filer's Home Address)

SIXTEEN TWENTY MANAGEMENT CO , INC, 2603 W 26TH, AMARILLO, TX 79109

S CORPORATION

D FII FR !•! ^PDllSF 1 DFPFNnFNT CHH D


NONE [] LESS THAN $5,000 D $5,000-$9.999/

D $1 0,000-$24,999 CH $25,000-OR MORE

H] LESS THAN $5,000 d $5,000-$9,999

D $1 0,000-324,999 CJ $25,000-OR MORE

L"H LESS THAN $5.000 D $5,000-49,999

D $10,000-$24,999 Q $25,000-OR MORE

CD LESS THAN $5,000 D $5,000-$9,999

CD $1 0,000-$24,999 CU $25.000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

UJ $1 0,000-$24,999 U $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

D $10,000-$24,999 D $25,000~OR MORE

|

D LESS THAN $5,000 D $5,000-$9,999

CD $10,000-$24,999 D $25,000-OR MORE

CH LESS THAN $5,000 [H $5,000-$9,999

CH $10,000~$24,999 fj $25,000-OR MORE



ASSETS OF BUSINESS ASSOCIATIONS PART 11 A

Ql NOTAPPLICABLE




2 BUSINESS TYPE


4 ASSETS

NAME AND ADDRESS|~| (Check If Filer's Home Address)

JBKA HOLDINGS, LLPP O BOX 15570, AMARILLO, TX 79105

LIMITED LIABILITY PARTNERSHIP

D FII FR |t/f C;pr*jl iqp ~~| nPPFMnFMT CWII H


CASH/RECEIVABLES (•] LESS THAN $5,000 fj $5,000-49,999

[] $1 0,000-$24,999 fj $25,000~OR MORE

INVESTMENTS 0 LESS THAN $5,000 Q$5,000~$9,999

E]$10,000-$24,999 Q$25,000-OR MORE

Q] LESS THAN $5,000 d $5,000-$9,999

n$10,000-$24,999 O$25,000-OR MORE

Q LESS THAN $5,000 O $5,000-$9,999

Q$10,000-$24,999 Q] $25,000-OR MORE

[I] LESS THAN $5,000 Q $5,000~$9,999

[H$10,000-$24,999 £]$25,QQQ-OR MORE

O LESS THAN $5,000 Q $5,000-$9,999

H]$10,000~$24,999 Q$25,000-OR MORE

[H LESS THAN $5,000 d $5,000-$9,999

Q~|$10,000-$24,999 Q$25,000-OR MORE

CD LESS THAN $5,000 fl $5,000-$9.999

C3$10,000-$24,999 n$25,000-OR MORE




NOTAPPLICABLE




2 BUSINESS TYPE


4 LIABILITIES

NAME AND ADDRESS_] (Check If Filer's Home Address)

JBKA HOLDINGS, LLPP O BOX 15570, AMARILLO, TX 79105


D FII FR I"'! <3pntJ9F \ nFPFWDFNT PHII P>


ACCOUNTS PAYABLE 0 LESS THAN $5,000 D $5,000-$9,999

d$10,000~$24,999 D $25,000-OR MORE

CH LESS THAN $5,000 Q $5,000-$9,999

D $10,000-$24,999 d $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

D $10,000-$24,999 Q $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

D $1 0,000-$24,999 Q $25,000-OR MORE

d LESS THAN $5,000 Q $5,000-$9,999

LJ $10,000-$24,999 U $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

U $10,000-324,999 D $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

D $10,000-$24,999 D $25,000-OR MORE

Cl LESS THAN $5,000 CI $5,000-$9,999

n $1 0,000-$24,999 Q $25,000-OR MORE




fj NOTAPPLICABLE

Describe all assets of each corporation, firm, partnership, limited partnership, limited liability partnership, professionalcorporation, professional association, joint venture, or other business association in which you, your spouse, or a depen-dent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amountof the assets. For more information, see FORM PFS--INSTRUCTION GUIDE.



2 BUSINESS TYPE


4 ASSETS

NAME AND ADDRESSf~| (Check If Filer's Home Address)

JBKA HOLDINGS II, LLPP O BOX 15570, AMARILLO, TX 79105


D en CD Ffc/| Qprji iqp "~| nFPFMHFMT CUM n


CASH [•] LESS THAN $5,000 fj 35,000-39,999

Q]$10,000~$24,999 fj 325,000-OR MORE

FIXED ASETS Q LESS THAN $5 OOQ Q$5>ooo-$9,999

fJ]$10,000-$24,999 (•] $25,000-OR MORE

OTHER ASSETS ,—, ,—,IX| LESS THAN $5,000 I I $5,000-$9,999

E]$10,000»$24,999 [j|$25,000-OR MORE

fj LESS THAN $5,000 O $5,000~$9,999

Q $10,000-324,999 Q$25,000-OR MORE

Q LESS THAN $5,000 CH$5,000-$9,999

Q$10,000-$24,999 Q$25,000-OR MORE

n LESS THAN $5,000 Q $5,000-39,999

n$10,000-$24,999 Q$25,000-OR MORE

fj LESS THAN $5,000 CI $5,000-49,999

fJ$10,000-$24,999 Q$25,000-OR MORE

(HI LESS THAN $5,000 Q $5,000-39,999

CH 31 0,000-324.999 Q325.000-OR MORE

COPY AND ATTACH ADDITIONAL PAGtS AS NtUtbSAKY


LIABILITIES OF BUSINESS ASSOCIATIONS PART 11 B

Q NOTAPPLICABLE




2 BUSINESS TYPE


* LIABILITIES

NAME AND ADDRESSJ (Check If Filer's Home Address)

JBKA HOLDINGS II, LLPP O BOX 15570, AMARILLO, TX 79105


D FILER 1*^1 SPOUSE J DEPENDENT CHILD


OTHER CURRENT LIABILITIES D LESS THAN $5,000 D $5,000-49,999

CD $1 0,000-$24,999 0 $25,000-OR MORE

CD LESS THAN $5,000 CD $5,000-49,999

CD $10,000-424,999 CD $25,000-OR MORE

CD LESS THAN $5,000 CD $5,000-49,999

D $1 0,000-424,999 D $25,000-OR MORE

CD LESS THAN $5,000 D $5,000-49,999

CD $1 0,000-424,999 CD $25,000-OR MORE

D LESS THAN $5,000 CD $5,000-49,999

CD $1 0,000-424,999 Q $25,000-OR MORE

CD LESS THAN $5,000 LJ $5,000-49,999

D $10,000-424,999 D $25,000-OR MORE

D LESS THAN $5,000 D $5,000-49,999

CD $1 0,000-424,999 Q $25,000-OR MORE

CI LESS THAN $5,000 CD $5,000-49,999

CD $10,000-424,999 CD $25,000-OR MORE




NOT APPLICABLE




2 BUSINESS TYPE


4 ASSETS

NAME AND ADDRESS|~| (Check If Filer's Home Address)

McCARTT & ASSOCIATES, INCP O BOX 15570, AMARILLO, TX 79105

S CORPORATION

D FII FR |t/| CPOI I9F ~1 FlFPFWDPNT PHII n


CASH {•] LESS THAN $5,000 FJ $5,000-$9,999

FJ$10,000-$24,999 FJ $25,000-OR MORE

RECEIVABLES fj] LESS THAN $5,000 FJ$5,000-$9,999

FJ$10,000-$24,999 0$25,000-OR MORE

FIXED ASSETS r-iFJ LESS THAN $5,000 Q$5,000-$9,999

FJ$10,000-$24,999 0$25,000-OR MORE

OTHER ASSETS ,_,0 LESS THAN $5,000 [J $5,000-$9,999

FJ$10,000-$24,999 FJ$25,000-OR MORE

FJ LESS THAN $5,000 Q $5,000-$9,999

H] $1 0.000~$24,999 FJ $25,000-OR MORE

n LESS THAN $5,000 O $5,000-$9,999

rj$10.000»$24,999 FJ$25,000-OR MORE

FJ LESS THAN $5,000 FJ $5,000~$9,999

rj$10,000-$24,999 FJ$25,000-OR MORE

PI LESS THAN $5,000 FJ$5,000-$9,999

D$10,000-$24,999 FJ$25,000-OR MORE



LIABILITIES OF BUSINESS ASSOCIATIONS PART 1 1 B

Q NOT APPLICABLE

Describe all liabilities of each corporation, firm, partnership, limited partnership, limited liability partnership, professionalcorporation, professional association, joint venture, or other business association in which you, your spouse, or a depen-dent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amountof the assets. For more information, see FORM PFS-IIMSTRUCTION GUIDE.



2 BUSINESS TYPE


4 LIABILITIES

NAME AND ADDRESSJ (Check If Filer's Home Address)

McCARTT & ASSOCIATES, INCP O BOX 15570, AMARILLO, TX 79105

S CORPORATION


PAYABLES (•] LESS THAN $5,000 CD $5,000~$9,999

CD $1 0,000-$24,999 CD $25,000-OR MORE

LONG-TERM LIABILITES r-, 1—1 ,LJ LESS THAN $5,000 LJ $5,000-$9,999

CD $10,000-324,999 0 $25,000-OR MORE

L~H LESS THAN $5,000 CD $5,000-59,999

CD $10,000-$24,999 CD $25,000-OR MORE

CD LESS THAN $5,000 CD $5,000-$9,999

CD $10,000-$24,999 CD $25,000-OR MORE

CD LESS THAN $5,000 D $5,000-$9,999

D $1 0,000~$24,999 D $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

UJ $10,000»$24,999 D $25,000-OR MORE

D LESS THAN $5,000 D $5,000-$9,999

C] $10,000-$24,999 D $25,000-OR MORE

CD LESS THAN $5,000 CD $5,000-$9,999

D $1 0,000-$24,999 CD $25,000-OR MORE




NOT APPLICABLE




2 BUSINESS TYPE


4 ASSETS

NAME AND ADDRESS[~~| (Check If Filer's Home Address)

JBKA, INC DBA McCARTT & ASSOCIATESP O BOX 15570, AMARILLO, TX 79105

S CORPORATION

D FII FR f^l9Pnil9F ""InFPFNinFNT f"*HII n


CASH 0 LESS THAN $5,000 fj $5,000-$9,999

d$10,000-$24,999 Q $25,000-OR MORE

RECEIVABLES /OTHER CURRENT ASSETS j-j LESS THAN $5 OOQ Q$5i00o-$9,999

d$10,000-$24,999 [•]$25,000-OR MORE

FIXED ASSETS ,-, ,-.J LESS THAN $5,000 (_J$5,000-$9,999

d$10,000--$24,999 Q$25,000-OR MORE

OTHER ASSETSM LESS THAN $5,000 | |$5,000-$9,999

d$10,000-$24,999 Q$25,000-OR MORE

[]] LESS THAN $5,000 O $5,000-$9,999

d] $ 1 0,000~$24,999 Q S25.000-OR MORE

[H LESS THAN $5,000 d $5,000-$9,999

d $1 0,000-$24,999 Q $25,000-OR MORE

fj LESS THAN $5,000 C]$5,000-$9,999

Q$10,000-$24,999 d$25,000-OR MORE

d LESS THAN $5,000 [H$5,000-$9,999

C]$10,000-$24,999 Q$25,000-OR MORE


Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512)463-5800 1 -800-325-8506

LIABILITIES OF BUSINESS ASSOCIATIONS

Q NOT APPLICABLE

PART 11 B




2 BUSINESS TYPE


4 LIABILITIES


JBKA, INC DBA McCARTT & ASSOCIATESP O BOX 15570, AMARILLO, TX 79105

S CORPORATION

CH FILER 0 SPOUSE D DEPENDENT c\-\\\ n


PAYABLES [•] LESS THAN $5,000 O $5,000-$9,999

D $1 0,000-$24,999 D $25,000-OR MORE

LONG-TERM LIABILITIES r-,|_J LESS THAN $5,000

CJ $10,000-$24,999

CD LESS THAN $5,000

Q$10,000--$24,999

Q LESS THAN $5,000

D$10,000-$24,999

D LESS THAN $5,000

D$10,000-$24,999

D LESS THAN $5,000

U$10,000-$24,999

Q LESS THAN $5,000

L~H$10,000-$24,999

CH LESS THAN $5,000

D$10,000-$24,999

[H $5,000-89,999

0 $25,000-OR MORE

D $5,000--$9,999

D 825,000-OR MORE

D $5,000--$9,999

C] $25,000-OR MORE

D $5,000-$9,999

D $25,000-OR MORE

D $5,000-49,999

D $25,000-OR MORE

D $5,000-$9,999

D 825,000-OR MORE

d| 85,000-89,999

[H 825,000-OR MORE



ASSETS OF BUSINESS ASSOCIATIONS

Q] NOTAPPLICABLE

Describe all assets of each corporation, firm, partnership, limited partnecorporation, professional association, joint venture, or other business ass<dent child held, acquired, or sold 50 percent or more of the outstanding owrof the assets. For more information, see FORM PFS-INSTRUCTION GUI

When reporting information about a dependent child's activity, indicateproviding the number under which the child is listed on the Cover Sheet.


2 BUSINESS TYPE


4 ASSETS

PART 11 A

rship, limited liability partnership, professionalDelation in which you, your spouse, or a depen-lership and indicate the category of the amountDE.

the child about whom you are reporting by

NAME AND ADDRESSfj (Check If Filer's Home Address)

WEST HEARTLY RANCHES ,LLCP O BOX 15570, AMARILLO, TX 79101

LIMITED LIABILITY COMPANY

n FILER [•] SPOUSE

DESCRIPTION

INVESTMENTS

nnFppMnFNT run n

CATEGORY

fj LESS THAN $5,000 Q $5,000-$9,999

fj$1 0,000-824,999 [•] $25,000-OR MORE

Q LESS THAN $5,000 Q $5,000-89,999

Q $1 0,000-824,999 Q $25,000-OR MORE

d LESS THAN 85,000 C] 85,000-$9,999

Q] $10,000-824,999 O825,000~OR MORE

fj LESS THAN $5,000 Q $5,000-$9,999

Q$10,000-$24,999 Q$25,000-OR MORE

[H LESS THAN $5,000 O $5,000-89,999

CD $1 0,000--$24,999 Q $25,000-OR MORE

|~l LESS THAN $5,000 d$5,000~$9,999

d] $10,000-824,999 C]$25,000--OR MORE

[U LESS THAN $5,000 Cl85,000--$9,999

fj $10,000-824,999 d $25,000~OR MORE

n LESS THAN $5,000 CD $5,000-$9,999

L~H$10,000-$24,999 Q]$25,000~OR MORE



LIABILITIES OF BUSINESS ASSOCIATIONS

Q NOTAPPLICABLE

PART11B




2 BUSINESS TYPE


4 LIABILITIES


WEST HEARTLY RANCHES ,LLCP O BOX 15570, AMARILLO, TX 79101

LIMITED LIABILITY COMPANY

CD FILER 0 SPOUSE l~l DEPENDENT PHII n


NOTES PAYABLE Q] LESS THAN $5,000 CD $5,000-$9,9991

CD $1 0,000-$24,999 [3 $25,000-OR MORE

CD LESS THAN $5,000

CD$10,000--$24,999

CD LESS THAN $5,000

CD$10,000--$24,999

CD LESS THAN $5,000

D $10,000-424,999

CD LESS THAN $5,000

CD $10,000--$24,999

CD LESS THAN $5,000

D$10,000-$24,999

CD LESS THAN $5,000

CD $10,000-$24,999

CD LESS THAN $5,000

CD$10,000»$24,999


CD $5,000-$9,999

CD $25,000-OR MORE

CD $5,000-$9,999

CD $25,000-OR MORE

D $5,000-$9,999

CD $25,000-OR MORE

CD $5,000-$9,999

D $25,000-OR MORE

CD $5,000-$9,999

CD $25,000-OR MORE

CD $5,000-$9,999

CD $25,000-OR MORE

CD $5,000-$9,999

CD $25,000-OR MORE



FJ NOTAPPLICABLE




2 BUSINESS TYPE


4 ASSETS

NAME AND ADDRESSnj (Check If Filer's Home Address)

McCARTT 71P O BOX 15570 , AMARILLO, TX 79105

PARTNERSHIP

Dm FP !•! qpoi I^F ""InFPFNnFNT PHII n


CASH (•] LESS THAN $5,000 FJ $5,000~$9,999

FJ$10,000-$24,999 FJ $25,000-OR MORE

INVESTMENTS Q LESS THAN $5,000 FJ$5,000~$9,999

0$10,000~$24,999 FJ$25,000-OR MORE

FJ LESS THAN $5,000 FJ $5,000-$9,999

FJ $1 0,000~$24,999 FJ $25,000-OR MORE

FJ LESS THAN $5,000 FJ$5,000-$9,999

G $1 0,000-$24,999 FJ $25,000-OR MORE

G LESS THAN $5,000 Q $5,000-$9,999

n$10,000-$24,999 [3$25,000-OR MORE

FJ LESS THAN $5,000 C|$5.000-$9,999

FJ$10.000-$24,999 FJ$25,000-OR MORE

n LESS THAN $5,000 FJ $5,000-$9,999

FJ$10,000-$24,999 FJ$25,000-OR MORE

Cl LESS THAN $5,000 FJ$5,000-$9,999

n $1 0,000-$24,999 FJ $25,000-OR MORE

COPT AND ATTACH ADDITIONAL PAGES AS NECESSARY

Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512)463-5800 1 -800-325-8506


NOTAPPLICABLE




2 BUSINESS TYPE


* LIABILITIES


McCARTT 71P O BOX 15570 , AMARILLO, TX 79105

PARTNERSHIP

CD FILER 0 SPOUSE CD DEPENDENT pun n -


LONG-TERM DEBT Q LESS THAN $5,000 D $5,000-$9,999

0 $1 0,000-324,999 CD $25,000-OR MORE

CD LESS THAN $5,000

CD $10,000-324,999

CD LESS THAN $5,000

CD $10,000-$24,999

CD LESS THAN $5,000

D $10,000-$24,999

CD LESS THAN $5,000

CD $10,000-$24,999

CD LESS THAN $5,000

D $10,000-$24,999

CD LESS THAN $5,000

CD $10,000~$24,999

CD LESS THAN $5,000

CD$10,000-$24,999

CD $5,000-$9,999

CD $25,000-OR MORE

CD $5,000~$9,999

CD $25,000-OR MORE

D $5,000-$9,999

D $25,000-OR MORE

CD $5,000-$9,999

CD $25,000-OR MORE

D $5,000-39,999

CD 325,000-OR MORE

D $5,000-$9,999

CD $25,000-OR MORE

CD $5,000-39,999

CD 325,000-OR MORE


Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512)463-5800

BOARDS AND EXECUTIVE POSITIONS

fj NOTAPPLICABLE

1-800-325-8506

PART 12

List all boards of directors of which you, your spouse, or a dependent child are a member and all executive positions you,your spouse, or a dependent child hold in corporations, firms, partnerships, limited partnerships, limited liability partner-ships, professional corporations, professional associations, joint ventures, other business associations, or proprietorships,stating the name of the organization and the position held. For more information, see FORM PFS-INSTRUCTION GUIDE.


1 ORGANIZATION

2 POSITION HELD

3 POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

AMARILLO CITY COMMISSION

MAYOR

0 FILER Q SPOUSE |~| DEPENDENT CHILD

LEADERSHIP AMARILLO/CANYON

BOARD MEMBER

0 FILER 0 SPOUSE | | DEPENDENT CHILD

EVELIN RIVERS CHRISTMAS PROJECT

BOARD MEMBER

0 FILER fj SPOUSE | | DEPENDENT CHILD

CENTER CITY

BOARD MEMBER

0 FILER £] SPOUSE | [ DEPENDENT CHILD

CASA

BOARD MEMBER

0 FILER Q SPOUSE

COPY AND AT'IAUH ADDITIONAL PAGES AS

| | DEPENDENT CHILD

NECESSARY


BOARDS AND EXECUTIVE POSITIONS PART 12

rj NOTAPPLICABLE



1 ORGANIZATION

2 POSITION HELD

3 POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

CORNERSTORE OUTREACH

BOARD MEMBER

0 FILER |"~l SPOUSE f~| DEPENDENT CHILD

AMARILLO CHAMBER OF COMMERCE

BOARD MEMBER

0 FILER d] SPOUSE l~l DEPENDENT CHILD

UNITED WAY OF AMARILLO

BOARD MEMBER

0 FILER Q SPOUSE |~| DEPENDENT CHILD

TEXAS MUNICIPAL LEAGUE

BOARD MEMBER

0 FILER Q SPOUSE fl DEPENDENT CHILD

H] FILER Q SPOUSE |~l DEPENDENT CHILD




fj NOTAPPLICABLE

List all boards of directors_yout.spouse,_Dr aJependf

ships, professional corporastating the name of the org<

When reporting informatkproviding the number unde

1 ORGANIZATION

2 POSITION HELD

3 POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

PART 12

Df which you, your spouse, or a dependent child are a member and all executive positions you,5nt_childLoLdJrLCQCpDrjatlDrLS, firms, partnerships, limited partnerships, limited liability partner-tions, professional associations, joint ventures, other business associations, or proprietorships,anization and the position held. For more information, see FORM PFS-INSTRUCTION GUIDE.

)n about a dependent child's activity, indicate the child about whom you are reporting byr which the child is listed on the Cover Sheet.

TEXAS DEPARTMENT OF INFORMATION RESOURCES

BOARD MEMBER

[7] FILER f~| SPOUSE D DEPENDENT CHILD

O FILER C] SPOUSE [~~l DEPENDENT CHIID

Q] FILER fj] SPOUSE DDEPENDENT CHILD

Q FILER £] SPOUSE | [ DEPENDENT CHIID

G FILER n SPOUSE

COPY AND ATTACH ADDITIONAL PAGES AS

| | DEPENDENT CHILD

NECESSARY



Q NOTAPPLICABLE

PART 12



1 ORGANIZATION

2 POSITION HELD

3 POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

ORGANIZATION

POSITION HELD

POSITION HELD BY

i

JBKA HOLDINGS, LLP

GENERAL PARTNER

fj FILER Q7| SPOUSE Q DEPENDENT CHII n

JBKA, INC

PRESIDENT

|~| FILER p/1 SPOUSE | | DEPENDENT CHILD

SALVATION ARMY OF AMARILLO

BOARD MEMBER

Q FILER [•] SPOUSE | | DEPENDENT CHILD

CATOLIC FAMILY SERVICES

BOARD MEMBER

Q FILER [•] SPOUSE | | DEPENDENT CHII D

BISHOP QUARTERMAN CONFERENCE CENTER

BOARD MEMBER

Q FILER 0 SPOUSE

COPY AND ATTACH ADDITIONAL PAGES AS

[~1 DEPENDENT CHILD

NECESSARY


EXPENSES ACCEPTED UNDER HONORARIUM EXCEPTION PART 13

NOTAPPLICABLE

Identify any person who provided you with necessary transportation, meals, or lodging, as permitted under section 36.07(b)of the Penal Code, in connection with a conference or similar event in which you rendered services, such as addressing anaudience or participating in a seminar, that were more than perfunctory. Also provide the amount of the expenditures ontransportation, meals, or lodging. You are not required to include items you have already reported as political contributionson a campaign finance report, or expenditures required to be reported by a lobbyist under the lobby law (chapter 305 of theGovernment Code). For more information, see FORM PFS-INSTRUCTION GUIDE.

PROVIDERNAME AND ADDRESS

AMOUNT

PROVIDERNAME AND ADDRESS

AMOUNT

NAME AND ADDRESS

PROVIDER

AMOUNT

NAME AND ADDRESS

PROVIDER

AMOUNT



INTEREST IN BUSINESS IN COMMON WITH LOBBYIST PART 14

P NOT APPLICABLE

Identify each corporation, firm, partnership, limited partnership, limited liability partnership, professional corporation, profes-sional association, joint venture, or other business association, other than a publicly-held corporation, in which you, yourspouse, or a dependent child, and a person registered as a lobbyist under chapter 305 of the Government Code that both havean interest. For more information, see FORM PFS-INSTRUCTION GUIDE.

1 BUSINESS ENTITY

2 INTEREST HELD BY

BUSINESS ENTITY

INTEREST HELD BY

BUSINESS ENTITY

INTEREST HELD BY

BUSINESS ENTITY

INTEREST HELD BY

BUSINESS ENTITY

INTEREST HELD BY

NAME AND ADDRESS

HELEN W McCARTT FAMILY TRUSTS2603 W 26THAMARILLO, TX 79109

CD FILER [•] SPOUSE [~~| DEPENDENT CHILD

NAME AND ADDRESS

|~~1 FILER Q SPOUSE | | DEPENDENT CHILD

NAME AND ADDRESS

CD FILER CD SPOUSE CD DEPENDENT CHILD

NAME AND ADDRESS

D FILER CD SPOUSE CD DEPENDENT CHILD

NAME AND ADDRESS

ED FILER CD SPOUSE CD DEPENDENT CHILD

COPY AND ATTACH ADDITIONAL PAGCG AO NCCC33ARY


FEES RECEIVED FOR SERVICES RENDERED PART 15TO A LOBBYIST OR LOBBYIST'S EMPLOYER

Q7| NOT APPLICABLE

Report any fee you received for providing services to or on behalf of a person required to be registered as a lobbyist underchapter 305 of the Government Code, or for providing services to or on behalf of a person you actually know directly compen-sates or reimburses a person required to be registered as a lobbyist. Report the name of each person or entity for which theservices were provided, and indicate the category of the amount of each fee. For more information, see FORM PFS--INSTRUCTION GUIDE.

1 PERSON OR ENTITYFOR WHOM SERVICESWERE PROVIDED

2FEE CATEGORY

PERSON OR ENTITYFOR WHOM SERVICESWERE PROVIDED

FEE CATEGORY


FEE CATEGORY


FEE CATEGORY


FEE CATEGORY


FEE CATEGORY

Q] LESS THAN $5,000 CD $5,000-49,999 Q $10,000-424,999 Q$25,000--OR MORE

n LESS THAN $5,000 D $5,000-$9,999 £] $1 0,000-$24,999 £] $25,000~OR MORE

Q LESS THAN $5,000 [jj $5,000-$9,999 Q] $1 0,000-$24,999 Q $25,000-OR MORE

O LESS THAN $5,000 Q $5,000-49,999 Q] $10,000-324,999 Q $25,000-OR MORE

CD LESS THAN $5,000 CD $5,000-49,999 d $10,000-424,999 H] $25,000-OR MORE

C| LESS THAN $5,000 Q $5,000-49,999 Q $10,000-424,999 Q $25,000-OR MORE

COPY AND ATTACH ADDITIONAL PAGES A5 NECESSARY


REPRESENTATION BY LEGISLATOR BEFORESTATE AGENCY

PART 16

fy] NOTAPPLICABLE

This section applies only to members of the Texas Legislature. A member of the Texas Legislature who represents a personfor compensation before a state agency in the executive branch must provide the name of the agency, thename of the person represented, and the category of the amount of the fee received for the representation. For moreinformation, see FORM PFS--INSTRUCTION GUIDE.

Note: Beginning September 1, 2003, legislators may not, for compensation, represent another person before a stateagency in the executive branch. The prohibition does not apply if: (1) the representation is pursuant to an attorney/clientrelationship in a criminal law matter; (2) the representation involves the filing of documents that involve only ministerial actson the part of the agency; or (3) the representation is in regard to a matter for which the legislator was hired beforeSeptember 1,2003.

STATE AGENCY

PERSON REPRESENTED

FEE CATEGORY LESS THAN $5,000 Q $5,000~$9,999 n$10,000-$24,999 |"~| $25,000-OR MORE

STATE AGENCY

PERSON REPRESENTED

FEE CATEGORY LESS THAN $5,000 fj $5,000-$9,999 [j| $10,000-$24,999 |~~| $25,000-OR MORE

STATE-AGENCY

PERSON REPRESENTED

FEE CATEGORY LESS THAN $5,000 Q $5,000-$9,999 $10,000-$24,999 $25,000--OR MORE

STATE AGENCY

PERSON REPRESENTED

FEE CATEGORY LESS THAN $5,000 l~1 $5,000-$9,999 l~~l $10,000-$24,999 l~~l $25,000-OR MORE



BENEFITS DERIVED FROM FUNCTIONS HONORINGPUBLIC SERVANT

PART 17

NOT APPLICABLE

Section 36.10 of the Penal Code provides that the gift prohibitions set out in section 36.08 of the Penal Code do not applyto a benefit derived from a function in honor or appreciation of a public servant required to file a statement under chapter 572of the Government Code or title 15 of the Election Code if the benefit and the source of any benefit over $50 in value are: 1)reported in the statement and 2) the benefit is used solely to defray expenses that accrue in the performance of duties oractivities in connection with the office which are nonreimbursable by the state or a political subdivision. If such a benefit isreceived and is not reported by the public servant under title 15 of the Election Code, the benefit is reportable here. For moreirormauon, see I-UIMVI rro— UNO i r\uo i IUMN ouiuc.

SOURCE OF BENEFIT

2 BENEFIT

SOURCE OF BENEFIT

BENEFIT

SOURCE OF BENEFIT

BENEFIT

SOURCE OF BENEFIT

BENEFIT

NAME AND ADDRESS

NAME AND ADDRESS

NAME AND ADDRESS

NAME AND ADDRESS


Texas Ethics Commission P.O. BOX12070 Austin, Texas 78711-2070 (512)463-5800 1-800-325-8506

LEGISLATIVE CONTINUANCES PART 18

f7] NOT APPLICABLE

Identify any legislative continuance that you have applied for or obtained under section 30.003 of the Civil Practiceand Remedies Code, or under another law or rule that requires or permits a court to grant continuances on thegrounds that an attorney for a party is a member or member-elect of the legislature.

NAME OF PARTYREPRESENTED

DATE RETAINED

STYLE, CAUSE NUMBER,COURTS JURISDICTION

DATE OF CONTINUANCEAPPLICATION

WAS CONTINUANCEGRANTED?

NAME OF PARTYREPRESENTED

D YES

DATE RETAINED

STYLE, CAUSE NUMBER,COURT, & JURISDICTION

DATE OF CONTINUANCEAPPLICATION

WAS CONTINUANCEGRANTED? DYES NO



PERSONAL FINANCIAL STATEMENT AFFIDAVIT

The law requires the personal financial statement to be verified. The verification page must have the signature of theindividual required to file the personal financial statement, as well as the signature and stamp or seal of office of a notarypublic OF other person authorized by law to administer oaths and affirmations. Without proper verification, the statementis not considered filed.

I swear, or affirm, under penalty of perjury, that this financial statementcovers calendar year ending December 31, 2007, and is true and correctand includes all information required to be reported by me under chapter572 of the Government Code.

Signature of Filer

AFFIX NOTARY STAMP / SEAL ABOVEDONNA DeRlGHT

NOTARY PUBLIC,

Sworn to and subscribed before me, by the said OC-QTUX i \ i vOA\» . this the C*M"~ day of

_, 20 , to certify which, witness my hand and seal of office.

ttls ___ J atFrSignature of officer administering oatt Print name of officer administerinjf-feath Title of officer administering oa

Documents

Amarillo Mayor Debra McCartt 2008 ethics form