Tim A. Baker
2014Annual
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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.
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