Alice Moore Batchelder

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 63

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 5

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • Batchelder, Jr Estate
  • National Conference of Bar Examiners -- Const’l Law Drafting Committee
  • Intellectual Property Law & Technology Advisory Council of the University of Akron School of Law
  • Cleveland Chapter Bd. Of Advisors -- Federalist Society
  • Board of Trustees -- Grove City College -- see note S
  • Board of Directors -- Foundation for Research on Economics and the Environment
  • First Nat'l Bank of Wyoming
  • Farmers Savings Bank
  • Liberty Fund
  • Liberty University
  • National Conference of Bar ) Examiners
  • Alliance Defending Freedom
  • Foundation for Research on ) Economics and Environment
  • National Conterence of Bar Examiners -- see note 6
  • National Conference of Bar Examiners « see note 6
  • Ohio House of Representatives -- salary

As filed

2. Brokerage Account # 1 — IRA account - see note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep Account

IRA asset: ISHARES TR 1-3 yr Treas Index Fd

IRA asset: ISHARES S&P Midcap 400 Value Index Fund

IRA asset: ISHARES S&P Midcap 400 Growth Index Fund

IRA asset: ISHARES TRUST MSCI EAFE Index Fund

IRA asset: ISHARES IBOXX Investment Grade Corp Bond Fund

asset: ISHARES S&P 500 Value Index Fund

IRA asset: ISHARES S&P 500 Growth Index Fund

3. Brokerage Account # 2 — IRA Account See note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep

IRA asset: ISHARES S&P Midcap 400 Value Index Fund

IRA asset: ISHARES S&P Midcap 400 Growth Index Fund

IRA asset: ISHARES TRUST MSC IAFE Index Fund

IRA asset: ISHARES BOXX Investment Grade Corp. Bond Fund

IRA asset: ISHARES TR 1-3 yr Treas Index Fund

IRA asset: ISHARES S&P $00 Value Index Fund

IRA asset: ISHARES S&P 500 Growth Index Fund

4. Brokerage Account # 3 — SEP IRA Account == see note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep

IRA asset: RPM. Inc. stock

IRA asset: JM. Smucker Co. class A stock

IRA asset: ISHARES S&P Midcap 400 Value Index Fund

IRA asset: ISHARES S&P Midcap 400 Growth Index Fund

IRA asset: ISHARES TRUST MSCI EAFE Index Fund

IRA asset: ISHARES BOXX Investment Grade Corp, Bond Fund

IRA asset: ISHARES TR 1-3 yr Treas Index Fd

IRA asset: ISHARES S&P 500 Value Index Fund

IRA asset: ISHARES S&P $00 Growth Index Fund

5. Brokerage Account ¥ 4 see note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep

Account asset: ISHARES S&P Midcap 400 Valve Index Fund

Account asset: ISHARES S&P Midcap 400 Growth Index Fd

Account asset: ISHARES TRUST MSCI EAFE Index Fd

Account ass ISHARES BOXX Investment Grade Corp. Bond Fun

Account asset: ISHARES TR 1-3 yr Treas Index Fd

Account asset: ISHARES S&P 500 Value Index Fund

Account asset: ISHARES S&P S00 Growth Index Fund

REAL ESTATE -- see noted

Prop. # 1 - duplex «= Medma, Ohio — Reat

Prop. #2 — 2-family - Medina, Ohio (1/3 interest) — Rent

Prop. #3 - Single family -- Medina, Ohio (1/3 interest) — Rent

Prop. #4 4 duplex units — Medina, Ohio (1/2 interest) — Rent

Prop. #5 - 2 duplex units -- Medina, Ohio 11/2 interest) — Rent

Prop. #6 — 2-fam. & 3-fam. Houses - Medina, OH (172 im) — Rent

Prop. #7 - Apartments -- Medina, Ohio (1/3 interest) — Rent

Prop. #8 - 2 duplex units — Medina OH — Rent

Prop. #9 - Farm = Lodi, OH — Rent

Prop. # 10 -- hog feeder, Lodi, OH (1/5 int) — None

Prop. # 11 -- single family — Medina OH — Rent

Prop. # 12 -- single family — Medina, OH (172 interest) — Rent

Prop. #13 -- Commercial bldg -- Medina OH (2/3 interest) X — Rent — Batchelder, Jr Estate

Prop. # 14 -- duplex -— Medina, OH — Rent

Prop. #15 -- vacant lot -- Medina, OH (1/2 interest) — None

Prop. #16 -- 2.2 ac. Vacant land - Medina OH — None

Prop. # 17 -- single family -- Medina, OH — Rent

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. #23 -- 100 ac. vacant land -- Big Horn County, WY — Rent

MISCELLANEOUS

Floating Rate Demand Note -- GE Interest Plus — Interest

Checking Acct -- Farmers Savings Bank — Interest

Member, National Conference of Bar Examiners -- Const’l Law Drafting Committee

Member, Intellectual Property Law & Technology Advisory Council of the University of Akron School of Law

Member, Cleveland Chapter Bd. Of Advisors -- Federalist Society

Member, Board of Trustees -- Grove City College -- see note S

Member, Board of Directors -- Foundation for Research on Economics and the Environment

Liability — First Nat'l Bank of Wyoming — Mige/Note on Property # 23

Liability — Farmers Savings Bank — Mtge/Note on Property # 9

Reimbursement — Liberty Fund — February 1-3 — Cincinnan, OH — scar — transportation, lodgmg and food

Reimbursement — Liberty University — March 22-23 — Lynchburg, VA — Moot Court judge — transportation, lodgmg and food

Reimbursement — National Conference of Bar ) Examiners — April 4-6 — Santa Barbara, CA — Con Law drafting comm. — transportation, lodgmg and food

Reimbursement — Alliance Defending Freedom — Aug. 6-8 — Phoenix, AZ — seminar presentanon — transportabon, lodgmg and food

Reimbursement — Foundation for Research on ) Economics and Environment — Aug. 19-23 — Three Forks, MT — SCrnnar — trunsportation, lodgmg and food

Income — 4 — National Conterence of Bar Examiners -- see note 6 — $3,500.00

Income — 912 — National Conference of Bar Examiners « see note 6 — S31.500.00

Spouse's income — 0 — Ohio House of Representatives -- salary

Note I: Re: assets in Sec. VII whose value method is reported as "Q™: 1 have again used the Medina County Auditor's most recent appraisal figures. Tam 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 2: As has been the case in prior years, each of the funds included in our brokerage accounts is an iShares fund.

My broker advised me in 2008 that:

"Barclay's Global Investors is the manager for the following positions held in your account:

ISHS S & P MIDCAP 400 VALUE

ISHS S & P MIDCAP 400 INDEX

ISHS MSCI EAFE INDEX

ISHARES INVESTMENT BD FUND

ISHS TR 13 YR TREAS IND

ISHS S& P 500 VAL INDX FD

ISHS S & P 500 GRWTH FD"

These are still all of the positions held in these brokerage accounts, The broker advises that as of this date there has been no change in this information.

Note 3: Line 35 of Sec. VII -- | have no idea why the program still (as of July 28, 2014) will not let me type in both the dash (which is apparently necessary to

convince the program that these are all assets of the brokerage account) and the fact that this is an account asset. Hence, "account ass”,

Note 4: All properties except the one on line 60 of Section VIT are in Medina County, Ohio. The property on Line 60 is in Big Horn County, Wyoming,

Note 5: 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 mstitution, and the audit has simply detected the term “trust” in the stem. Otherwise, this requirement is ridiculous, and | cannot comply with it.

Note 6: In Lines 1 and 2 of Sec. IIA: The meetings of the National Conference of Bar Examiners for which this compensation was paid occurred from April 4-6

and September 12-15.

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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Alice Moore Batchelder | Frix