Tim A. Baker

2014Annual

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Pull out the substance of this filing.

What was filed

  • 14

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Vanguard Group Trustee (Nos. 1-3)
  • Residence Trust Agreement (Trust No. 9)
  • Indiana Lmversity

As filed

Vanguard Trust Group — Interest — Sold (part)

Residence Trust Agreement (Trust No. 9) — None

TIAA CREF — Interest

College Choice 529 Investment Plan — Interest

College Choice 529 Investment Plan — Interest

College Choice 529 Investment Plan — Interest

Edward Jones Growth Fund of America Trust No. — Interest — Buy (add'l)

Edward Jones Growth Fund of America Trust No. 2 — Interest — Buy (add'l)

Edward Jones Growth Fund of America Trust No, 3 — Interest — Buy (add'l)

Edward Jones Growth Fund of America Trust No. 3 — Interest — Buy (add'l)

Chase Bank Account No. — None

Chase Bank Account No. 2 — Interest

Chase Bank Account No. 3 — None

Chase Bank Account No. 4 — Interest

Custodian, Vanguard Group Trustee (Nos. 1-3)

Trustee, Residence Trust Agreement (Trust No. 9)

Spouse's income — 2014 — Indiana Lmversity

1. With respect to part VII, lime I, additional shares were purchased for Vanguard Trust Nos. 1-3 of the Vanguard Trust Group in December 2014, each with a

Value Code of J. These were shares of the Vanguard Windsor II Fund, Investor Shares.

2. Vanguard Trust No. 5 in the Vanguard Trust Group was closed March 10, 2014, by way of a distribution with a Value Code of 1.

3. With respect to Part VII, line 3, the TIAA CREF fund 1s a 401(K) retirement fund with monthly contributions with a value of J each month and a total value for

the yeur of K.

4. As in prior disclosures, with respect to Part VII, page 4, lines 4-6, these 529 plans are aged-based plans, with monthly contributions to cach plan, The value of

the contributions to each plan cach month is J, and the total value of contributions to cach plan for the year is B.

5. With respect to Part VIL, line 7, additional shares were purchased of Edward Jones Trust No. | on December 11, 2014, with a Value Code of A.

6. With respect to Part VII, line 8, additional shares were purchased of Edward Jones Trust No. 2 on December 11, 2014, with a Value Code of A.

7. With respect to Part VII, line 9, additional shares were purchased of Edward Jones Trust No. 3 on May 9, 2014, with a Value Code of A.

8, With respect to Part VII, line 10, additional shares were purchased of Edward Jones Trust No. 3 on December 11, 2014, with a Value Code of A.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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