Alice Moore Batchelder
2016Annual
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Pull out the substance of this filing.
What was filed
94
investments
3
positions
0
gifts
0
agreements
2
debts
3
reimbursements
0
income
2
spouse income
Named parties
- Intellectual Property Law & Technology Advisory Council - University of Akron School of Law
- Board of Trustees - Grove City College - see note
- Board of Directors - Foundation for Research on Economics and the Environment
- First Nat'l Bank of Wyoming
- Woestficld Bank
- Alhance Detending Freedom
- Claremont Institute
- Federal Bar Assoc
- University of Akron School of Law and Bliss Institute — teaching salary
- Cleveland State University School of Law -- teaching salary
As filed
Account £1 -- IRA — Int/Div
Sequoia Financial Group Cash Account — Interest
CORP PIMCO Investment Grade Corp Bond — Int/Div — Buy
SCHR Schwab Int. Term US Treas. — Int/Div — Buy
SCHC Schwab Intnl. Small Cap — Int/Div — Buy
SCHZ Schwab US Aggregate Bond — Int/Div — Buy
SCHV Schwab US Large Cap Value (see note 5) — Int/Div
SCHX Schwab US Large Cap — Int/Div — Buy
SCHA Schwab US Small Cap — Int/Div — Buy
RWO spdrdow ypmes global real estate — Int/Div — Buy
CWISPDR MSC ACW] Ex-US — Int/Div — Buy
ACIM SPDR MSCI ACW! IMI — Int/Div — Buy
GH SPDR S&P Global Infrastructure — Int/Div — Buy
GNR SPDR S&P Global Natural Resources — Int/Div — Buy
AGGY Wisdomtree Barclays Yield US — Int/Div — Buy
FNDF Schwab Fundamental IN]. Large (see note 6) — None — Sold
GI SPDR S&P Global Infrastructure (see note 6) — None — Sold
PCY Powershares Emerging Mkts — Int/Div — Sold
PHB Powershares Fundamental High Yield — Int/Div — Sold
PIZ Powershares DW A Develop. Mkts — Int/Div — Sold
QAI IQ Hedge Multi-Strategy Tracker — Int/Div — Sold
QAI 1Q Hedge Multi-Strategy Tracker — Int/Div — Sold
RPG Guggenheim S&P 500 Pure Growth — Int/Div — Sold
RWO SPDR Dow Jones Global Real Est — None — Sold
SCHE Schwab Emerging Market Equity — None — Sold
SCHE Schwab Emerging Market Equity — None — Sold
SCHF Schwab Intl. Equity — None — Sold
SCHYV Schwab US Large Cap Value — None — Sold
SCHV Schwab US Large Cap Value — Int/Div — Sold
SCHZ Schwab US Aggregate Bond — Int/Div — Sold
Account #2 - IRA — Int/Div
Sequoia Fmancial Group Cash Account — Interest
CORP PIMCO Invest Grade Corp Bond — Int/Div — Buy
SCHR Schwab Intermed. Term US Treas — Int/Div — Buy
SCHC Schwab Intnl Small Cap — Int/Div — Buy
SCHZ Schwab US Aggregate Bond — Int/Div — Buy
SCHV Schwab US Large C ap Value — Int/Div
SCHX Schwab US Large Cap — Int/Div — Buy
SCHA Schwab US Small Cap — Int/Div — Buy
RWO SPDR Dow Jones Global Reas Estate — Int/Div — Buy
CWISPDR MSCI ACW! Ex-US — Int/Div — Buy
ACIM SPDR MSCI ACW! IMI — Int/Div — Buy
gi SPDR S&P Global Infrastructure — Int/Div — Buy
GNR SPDR Global Natural Resources — Int/Div — Buy
AGGY Wisdomtree Barclays vield US — Int/Div — Buy
FDNF Schwab Fundamental Intnl Large — None — Sold
GI SPDR S&P Global Infrastructure — None — Sold
PCY Powershares Emerging Mkts — Int/Div — Sold
PHB Powershares Fundamental High Yield — Int/Div — Sold
PIZ Powershares DWA Developing Mardets — Int/Div — Sold
QAI IQ Hedge Multi-Strategy Tracker — Int/Div — Sold
QAI IQ Hedge Multi-Strategy Tracker — Int/Div — Sold
RPG Guggenheim S&P S00 Pure Growth — Int/Div — Sold
RWO SPDR Dow Jones Global Real Estate — Int/Div — Sold
SCHE Schwab Emerging Markets — None — Sold
SCHE Schwab Emerging Markets — None — Sold
SCHF Schwab Intern! Equity — None — Sold
SCHV Schwab US Large Cap — None — Sold
SCHV Schwab US Large Cap — Int/Div — Sold
SCHZ Schwab US Aggregate Bond — Int/Div — Sold
Account #3 - IRA — Int/Div
Sequoia Financial Group Cash Account — Interest
GWPFX American Funds Growth — Int/Div — Buy
IVW I Shares S&P S00 Growth — Int/Div
EFA Shares MSC EAFE — None — Sold
1) Shares S&P Mid 400 Value — None — Sold
UK Shares S&P mid 400 Growth — None — Sold
IVE ISHARES S&P S00 Value Index Fund — None — Sold
LOD i Shares IBOXX Investment Bond — None — Sold
SHY Shares 1-3 yr Treasury — None — Sold
Real Estate (H) - see Part VIII. note 4
Prop. #1 - duplex -- Medina, Ohio — Rent
Prop. #2 - 2-family -- Medina, Ohio (1/3 interest) — Rent
Prop. #3 - Single family -- Medina, Ohio (173 interest) — Reat
Prop. #4 — 4 duplex units - Medina, Ohio (172 interest) — Rent
Prop. #5 - 2 duplex units -- Medina, Ohio (1/2 interest) — Rent
Prop. #6 - 2-fam. & 3-fam. Houses - Medina, OH (1/2 im) — Rent
Prop. #7 — Apartments -- Medina, Ohio (1/3 interest) — Reat
Prop. #8 - 2 duplex units -- Medina OH — Ret
Prop, #9 - Farm = Lodi, OH — Rent
Prop. # 10 -- hog feeder, Lodi, OH (1/5 int) — None
Prop. # 11 -- single family - Medina OH — Reat
Prop. # 12 -- single family -- Medina, OH (1/2 interest) — Reat
Prop. # 13 -- Commercial bldg -- Medina OH (2/3 interest) — Rent
Prop. # 14 -- duplex —~ Medina, OH — Rent
Prop. # 15 -- vacant lot -- Medina, OH (1/2 interest) — None
Prop. # 16 -- Vacant land -- Medina, OH — None
Prop. # 17 -- single family - Medina, OH — Reat
Prop. # 18 -- single family -- Medina OH (1/2 interest) — Reat
Prop. #19 -- commercial bldg -- Medina OH — Rent
Prop. #20 -- Comm. Bldg with apt. - Medina OH — Rent
Prop. #21 -- Vacant land -- Big Hom County, WY — Reat
Misc. (H)
Farmers Savings Bank accounts — Interest
Member, Intellectual Property Law & Technology Advisory Council - University of Akron School of Law
Member, Board of Trustees - Grove City College - see note
Member, Board of Directors - Foundation for Research on Economics and the Environment
Liability — First Nat'l Bank of Wyoming — Mige/Note on Property # 21 (see note 2)
Liability — Woestficld Bank — Mitge/Note on Properties 1, 8, 14, 20
Reimbursement — Alhance Detending Freedom — August 2-3 — Washington, DC — seminar prescntanon — lodging and tood
Reimbursement — Claremont Institute — Sept. 17-19 — Orange, California — award recipient — transportation, lodgmg and food
Reimbursement — Federal Bar Assoc — Sept. 15 — Cleveland, Ohio — Young Lawyers id Breakfast — lodging
Spouse's income — 2016 — University of Akron School of Law and Bliss Institute — teaching salary
Spouse's income — 2016 — Cleveland State University School of Law -- teaching salary
Note 1:The "audit" feature advises me that | should list the assets of the entity of which | am a trustee. | am assuming that this is not true when that entity is an
educational institution, and the audit has simply detected the term "trust” in the item. Otherwise, this requirement is ridiculous, and | cannot comply with it.
Note 2: This mortgage was erroneously reported lust year as being on "Property 23." If the font on these reports were large enough for anyone over the age of 21
to read, I likely would not have made the error.
Note 3: The note und mortgage on line 2 of my 2015 report (on Property #9) was paid off on July 15, 2015,
Note 4: Real Estate assets in Sec. VII whose value method is reported as "Q": 1 have again used the Medina County Auditor's most recent appraisal figures, 1am
unable to provide the date of the appraisal in any of these cases because it was not provided to me. These appraisals are the basis for our real estate taxes.
Note 5: This software is so poor. There are random places where no matter what | do, | cannot choose "Leave Blank." This is one of them. There is no value to a
transaction that did not take place,
Note 6: No income during the reporting period
Note 7: | cannot express how frustrating it is to have to use this software, to have to attempt to follow the FIDO “instructions” for filing this report, and to have to
waste the number of hours | have wasted to provide this information, much of which is simply not necessary at all to the avowed purpose of this report. After all,
if Tam required by statute to recuse from a case involving a party in which 1 have even de minimis interest, then there is no reason for anyone to know the extent
of my interest in that party. Just sayin’.
Note 8: | have amended this report to include the information required by the Committee's letter of July 7 relative to Part VII, lines 24-30, 46, 47 55-60, and 65-70
Note 9: With regard to the referece to Part VII, line 51 of my 2015 report, the Committee's letter of July 7 suys that 1 listed "RWD™ in that report but did not list it
in my current (2016) report. 1 have reviewed the 2015 report and called my broker, and can attest that it was my error in reading the broker's handwriting that led
to the error. The correct initials on line 51 of the 2015 report should have been "RWO™ and that asset appears on lines 40 and 54 of the 2016 report.
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.