Steve CarMichael Jones

2016Annual

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Pull out the substance of this filing.

What was filed

  • 36

    investments

  • 6

    positions

  • 1

    gifts

  • 2

    agreements

  • 4

    debts

  • 5

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Thomas/Lilhan Kincey
  • Kincey/ Mark Benson
  • Kincey/ J. Thomas
  • Kincey/ Pamela Fritz
  • University of Georgia Atheletic Board
  • Umiversity of Georgia Board of Visitors
  • National Football Foundation, UGA Hall of Fame Chapter
  • University of Georgia Foundation
  • Athens Arca Community Foundation
  • Athens Academy
  • University of Georgia
  • Wells Fargo
  • Athens First Bunk & Trust
  • Athens First Bank & Trust
  • Umversity of Georgia
  • Admimstrative Otfice of the Courts
  • Administrative Office of the , Courts
  • Institute of Continiing Legal Education of Georgia
  • Albany State College
  • Unified Government of Athens-Clarke County, GA, fixed benefits from vested pension plan.
  • Self-employed Seamstress
  • Clarke County School District { retirement compensation )

As filed

Rental Property #1 Athens, GA — Rent

Rental Property #2 Athens, GA — Rent

Rental Property #4 Compton, CA — Rent

Rental Property #5 Athens, GA — Reat

Rental Property #3 Compton, CA — Sold — Thomas/Lilhan Kincey

Rental Property # 6 Athens, GA — Rent — Buy — Kincey/ Mark Benson

Rental Property £7 Athens, GA — Rent — Buy — Kincey/ J. Thomas

Rental Property #8 Athens, GA — Reat — Buy — Kincey/ Pamela Fritz

Athens First IRA ( CD Holding) — Interest

Sun Trust Bank ( X) — Interest

IRAZI

Valic Stock Index Fund — None — Sold

VanGuard Windsor 11 — None — Sold

Valic Small Cap Value — None — Sold

Valic Midcap Value — None — Sold

Valic Int'l Equities Fund — None — Sold

Vanguard LT Inv. Grade Fund — None — Sold

Valic Science & Technology Fund — None — Sold

Valic Fixed Account Plus — Interest

Short Term Fund Account — Interest — Buy

Clarke Co. Bd. of Ed. 457 Plan-100% Fixed Account Plus — Interest

VOYA Financial — Interest

Invesco American Franchise Fund, Class € — Int/Div

IRA%2

Fidelity Cash Reserves — Sold

BlackRock Strategic, INC — VW 20

Fidelity Advisor Strategic, INC — Int/Div

PIMCO Income Fund CLC — ee

Ivy High Income CLC) — von

JP Morgan Income Builder Fund Class ( — Int/Div

American Capital Income Builder CLC — A

Franklin Rising Dividends CLC — yy

Fidelity Advisor New Insights CLC — ay

Invesco Convertible Securities — Int/Div

Corres nk-CD — Interest

S10.

Board Member, University of Georgia Atheletic Board

Board Member mversity, Umiversity of Georgia Board of Visitors

Advisory Board Member, National Football Foundation, UGA Hall of Fame Chapter

Managing Trustee, University of Georgia Foundation

Director, Athens Arca Community Foundation

Member{ Ex Officio) Board of Trustees, Athens Academy

Gift — University of Georgia — 2016 Football Home Season Tickets — $630.00

Agreement — 1995 — Steve C. Jones & Georgia Judicial Retirement System, pension upon age of 60 and mmimum of 10 years of Service

Agreement — 1978 — Steve C. Jones & Unified Government of Athens-Clarke County, Georgia, pension upon retirement at age 62, with eligibility for receipt of early benefits age 56.

Liability — Wells Fargo — Mortgage on rental property #1 (Athens, GA, Part VII, line )

Liability — Wells Fargo — Mortagage on rental property#2 ( Athens, GA, Part VIL, line 2)

Liability — Athens First Bunk & Trust — Line of Credit (unsecured )

Liability — Athens First Bank & Trust — Credit Card

Reimbursement — Umversity of Georgia — 12/29/2016 to 12/30:2016 — Memphas, Tenn — Liberty Bow! Game — Transportation, Meals, & Hotel

Reimbursement — Admimstrative Otfice of the Courts — 05/03/2016 to 05/07/2016 — Pomt Clear, Alabama — 2016 11th Circuit Judicial Conference — Transportation, Meals, & Hotel

Reimbursement — Administrative Office of the , Courts — 07/24.2016 to 07272016 — San Diego, California — National Workshop for LS. District Court Judges — Transportation, Meals, & Hotel

Reimbursement — Institute of Continiing Legal Education of Georgia — 09/15/2016 to 00/18.2016 — Amelia Island, Flonda — Participated on Patent Law Panel — Transportation, Meals, & Hotel

Reimbursement — Albany State College — 09/29/2016 to 09/30/2016 — Albany, Georgia — Participated in Investiture — Hotel

Income — 2016 — Unified Government of Athens-Clarke County, GA, fixed benefits from vested pension plan. — $11.496.00

Spouse's income — 2016 — Self-employed Seamstress

Spouse's income — 2016 — Clarke County School District { retirement compensation )

Part. |, Item 2, No longer a member of the Board of Visitors.

Part VII, Item §, Lillian Kincey sold to Jackqueline Thomas.

Part, VII, Item 7, Lillian Kincey purchase from Jackqueline Thomas who is different person from Jackqueline Thomas in Item 5, Part VII,

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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Steve CarMichael Jones | Frix