Sarah Evans Barker
2013Annual
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What was filed
26
investments
7
positions
2
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- note at Part VIII
- The Gathering
- Indiana University Distinguished Alumni Service Assocation
- Federal Judges Association
- Indhana Historical Society
- Spirit and Place, Community Festival
- Spencer Wilhams Foundation
- State of Indu, Office of the Lt. Governor
- Larry Rudolech
- Susman Godfrey, LLP
- IU Health Morgan Hospital «= Nonemployee compensation
As filed
Indianapolis Post Office Credit Union, Account — Interest
JP Morgan Chase Bank — Interest
BlackRock Global Allocation Fund (Mutual Fund IRA #1) — Int/Div — Sold (part)
FIA Card Services NA RASP (IRA #1, cash eq) — Interest
CISCO Systems, Inc. Common Stock — Int/Div — Sold
JP Morgan Chase Bank — Interest
Hartford Whole Life — None
General Electric Common Stock — Int/Div — Sold
Ivy Global Natural Resources A (Mutual Fund) (IRA #2) — None
Ivy International Core bquaty A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Core Inv A (Mut Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Sciences Technology A (MF)(IRA #2) — Int/Div
Waddell & Reed Advisors High Income A (MutualFund) (IRA #2) — Int/Div
Ivy Real Estate Securities A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Small Cap A (Mutual Fund) (IRA #2) — Int/Div
Waddell & Reed Advisors Asset Strategy A (Mut Fund) (IRA#2) — Int/Div
Waddell & Reed Advisors New Concepts A (Mut Fund) (IRA#2) — Int/Div
Ivy Limited-Term Bond A (Mutual Fund) {IRA #2) — Int/Div — Sold (part)
American Balanced Fund CL A (Mutual FundXIRA#I) — Int/Div
BlackRock Low Duration Bond Fund CL A (Mutual Fund IRA#1) — Int/Div
BlackRock Large Cap Core Fund A (Mutual Fund IRAXI) — Int/Div
Franklin Templeton Balanced Fund (FBMOCX (Mutual Fund) — Int/Div
Waddell & Reed Advisors Accumulative A (Mutual Fund) — Int/Div — Buy
Waddell & Reed Advisors Accumulative A (Mutual Fund) — Buy (add'l)
Waddell & Reed Advisors Cash Management A (Mutual Fund) — Int/Div — Buy
BlackRock Global Allocation Fund (MDLOX) (Mutual Fund) — Int/Div — Buy — note at Part VIII
Member, Executive Board, 986-present, The Gathering
Member, 1996-present, Indiana University Distinguished Alumni Service Assocation
Director/Officer, 2001-2013, Federal Judges Association
Trustee, Board of Trustees, 2003-2013, Indhana Historical Society
Member, Board of Advisors, 2005-2013, Spirit and Place, Community Festival
Director, 2010-present, Spencer Wilhams Foundation
Commussioner, Indwuna Bicentennial Commussion, 201 -present, State of Indu, Office of the Lt. Governor
Gift — Larry Rudolech — Painting gifted by artist in connection with other painting purchase — $400.00
Gift — Susman Godfrey, LLP — Pro bono legal services from 11/2012-12/2013, — $26,658.91
Reimbursement — Federal Judges Association — February 21-23, 2013 — Dallas, TX — Strategic planning mecting — Transportation, lodging, and meals
Reimbursement — Federal Judges Association — April 23-24, 2013 — Washington, DC — Board of directors meeting — Transportation, lodging, and meals
Spouse's income — 2013 — IU Health Morgan Hospital «= Nonemployee compensation
Part V. Gifts, Line (2): 1 was one of seven named plaintiffs in Barker, et al. v. United States, Case No. 1:12-cv-00826 (Fed.Cl.), brought to challenge the denial of
Article 111 judges’ cost-of-living adjustments (COLAs) over multiple years, Attorneys fees and costs were expended between November 2012 through December
31,2013 in the total amount of $186,612.35 on 4 pro bono basis by the law firm of Susman Godfrey, LLP, 1201 Third Avenue, Suite 3800, Seattle, WA 98101,
who served as plaintiffs’ counsel without compensation or reimbursement from me or the other plaintiffs. The litgation has not been finalized at this point, so
additional legal services are anticipated in 2014.
Part VIL Investments and Trusts, Line (26): The BlackRock Global Allocation Fund listed at line 26 wus purchased for and is held in a non-IRA account. It is,
however, the same fund entity which is listed at Line 3, except that the Line 3 asset is held in an IRA. If the two holdings were combined, their combined value
code would be "L," and their combined income code would be "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.