02. |
Last year, I was an () ()
() with the |
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()
() () and the name and address of my
()
() () () ()
() () () was
Name:
Office of Attorney General
Address:
501 Washington Avenue, Montgomery, Alabama 36130
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02.1 |
As an
/
/
last year, my job title/position was
Attorney General |
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02.2 |
Last year, the name(s) of the () () ()
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,
,
, ,
,
of which I was a Member was(were)
Only those associated with my official position as Attorney General of Alabama |
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02.3 |
Last year in the above public position(s) in 02. thru 02.2 I earned:
(More than $10,000) |
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03. |
Other than any public position(s) listed in 02. thru 02.2, list any occupation, employment
or business
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(including self-employment) where you or your spouse spent at least 1/3
of your or your spouse's working time:
My spouse's business in 2012 was Giving Strategies LLC |
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03.1 |
The name and address of my employer, listed in 03. above,
was |
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Name:
Giving Strategies LLC. My wife's business in 2012
Address:
4201 Old Leeds Lane, Birmingham, Alabama 35213 |
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03.2 |
I was SELF-EMPLOYED last year and the NAME and ADDRESS of my business was |
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Name:
N.A.
Address:
N.A. |
03.3 |
From the occupations or businesses listed in
03., I, My Spouse and/or Dependents earned last year an aggregate of: |
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($1,000-$10,000)
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03.4 |
Last year, ( ()
() owned 5% or more of the stock in the firm(s) listed in (03.1 and/or 03.2)
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Not Applicable
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03.5
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Last year, ( ()
()
was a consultant and earned more than $1,000 from each firm listed in (03.1 and/or 03.2)
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Giving Strategies LLC Partner
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03.6 |
Last year, ( ()
()
served as an () () () of the firm(s) listed in (03.1
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and/or 03.2) |
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Board Member of the Alabama Shakespeare Theatre in Mongomery (uncompensated)
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04. |
Information on Family Members: |
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Spouse Information:
Spouse Name |
Business or Employer |
Melissa B. Strange
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Giving Strategies LLC.
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Names Only of LIVING ADULT CHILDREN:
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Luther J. Strange IV and Keehn W. Strange |
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Names Only of LIVING PARENTS:
(No Maiden Names)
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N.A. |
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Names Only of LIVING SISTERS/BROTHERS:
(No Maiden Names)
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Dr. Elizabeth Simpson |
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Names Only of LIVING PARENTS OF SPOUSE:
(No Maiden Names)
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N.A. |
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05. |
OTHER INCOME INFORMATION ON YOU, YOUR SPOUSE AND DEPENDENT CHILDREN
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List total combined household income, in addition to what is listed in 02.3 thru
03.5, the names of each business income is derived from, and the income from each
business.
Applicable
OTHER HOUSEHOLD INCOME: not reported in 03.-03.6. Provide the name(s) of each SOURCE(s) of income | TYPE OF INCOME RECEIVED: Salary, Fees, Dividends, Profits, Commissions, Bank Interest, Other Compensation | Select Appropriate Income Amount |
Oakworth Capital Bank | Director Fees | $1,000 - $10,000 |
Ark Real Estate Strategies LLC | Advisory Board Member's interest | $1,000 - $10,000 |
Ark Real Estate Investment Fund | Profits | $1,000 - $10,000 |
State Street Retirement Services | Pension | $10,000 - $50,000 |
Synapse Wireless Inc. | Sale of stock | $10,000 - $50,000 |
Linville, N.C. Property | Rental Income | $1,000 - $10,000 |
Needle Rush Point Condominium | Rental Income | $10,000 - $50,000 |
Melissa Strange's IRA | Sale of IRA shares | $1,000 - $10,000 |
Oakworth Capital Bank | Bank Interest | Less than $1,000 |
Melissa Strange's Business - Giving Strategies LLC | Profits | $1,000 - $10,000 |
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05.1 |
Last year did you earn more than $5,000 as an: (Select the applicable
one)
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Director
$5,000 in Director's Fees from Oakworth Capital Bank
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05.2 |
Last year did you earn more than $1,000 but less than $5,000 as an: |
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(Select the applicable one)
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Director
$4,096 fee as an Advisory Board Member of Ark Real Estate Strategies LLC
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05.3 |
Last year, did YOU, YOUR SPOUSE or DEPENDENTS serve as: |
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(Select the applicable one)
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Consultant
My wife as a partner in Giving Strategies, LLC.
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05.4 |
Name any business or subsidiary thereof in which YOU, YOUR SPOUSE, or DEPENDENTS,
jointly or severally, owned 5% or
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more of the stock or in which YOU, YOUR SPOUSE or DEPENDENTS served as an OFFICER,
DIRECTOR, TRUSTEE, or CONSULTANT where the service provides income of at least $1,000
and less than $5,000; or at least $5,000 or more for the reporting period. |
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For Luther Strange, $5,000 in fees as a director of Oakworth Capital Bank For Luther Strange, $4,096 in fees as an Advisory Board Member of ARK Real Estate Strategies, LLC For spouse Melissa B. Strange, $3,172 as a consultant and partner in Giving Strategies, LLC Batson Development Company LLC. Luther Strange is Sole Partner. No income in 2012
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06.1 |
Did YOU, YOUR SPOUSE or DEPENDENTS own real estate for investment or revenue production
last year?
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Yes |
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If yes, list each piece of real estate wherever situated
separately below and provide the requested information.
City | County | State | What is the fair market value? | What is the annual gross rent or lease income? |
Linville | Avery | NC | More than $250,000 | Less than $10,000 |
Pensacola | Escambia | FL | $150,000 - $250,000 | $10,000 but less than $50,000 |
Ashville | St. Clair | AL | $50,000 - $100,000 | Less than $10,000 |
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06.2
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Did YOU, YOUR SPOUSE OR DEPENDENTS or A BUSINESS WITH WHICH YOU ARE ASSOCIATED receive
any rent or
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lease income from any governmental agency in Alabama last year?
No
If yes, specific details of the lease or rent agreement
shall be filed with the Ethics Commission.
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07. |
INDEBTEDNESS INFORMATION: Report debts owed to all businesses operating in Alabama**as
of December 31, of the reporting year. Include debts for YOU, YOUR SPOUSE and DEPENDENT CHILDREN.
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(**Doing
business in Alabama, regardless of where their home office is located or where you
mail your payment.) DO NOT INCLUDE indebtedness associated with HOMESTEAD - home in which you live. |
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Provide ACTUAL Number of Debts and Check Corresponding COMBINED Dollar Amount.
DO NOT list Debtor's Names or Accounts Numbers.
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TYPE |
How many do you OWE? |
How much do you OWE?
(Select one that relates to the combined total in each category)
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07.1 BANKS (include Credit Cards) |
5 |
$100,000 - $150,000 |
07.2 CREDIT UNIONS and SAVINGS and LOAN ASSOCIATIONS (include Credit Cards)
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0 |
Not Applicable |
07.3 INSURANCE COMPANIES |
0 |
Not Applicable |
07.4 MORTGAGE FIRMS
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0 |
Not Applicable |
07.5 STOCKBROKERS or BOND FIRMS |
0 |
Not Applicable |
07.6 INDIVIDUALS or OTHER BUSINESS(ES) (include store cards) |
3 |
Less than $25,000 |
07.7 STUDENT LOANS |
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Not Applicable |
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