Tim A. Baker
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
13
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Vanguard Group Trustee (Nos. 1-3, 5)
- Residence Trust Agreement (Trust No. 9)
- Indiana Lmversity
As filed
Vanguard Trust Group — Interest — Buy
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
Edward Jones Growth Fund of America Trust No. 2 — Interest
Edward Jones Growth Fund of America Trust No, 3 — Interest
Chase Bank Account No. — None
Chase Bank Account No. 2 — Interest
Chase Bank Account No. — None
Chase Bank Account No. 4 — Interest
Custodian, Vanguard Group Trustee (Nos. 1-3, 5)
Trustee, Residence Trust Agreement (Trust No. 9)
Spouse's income — 2013 — Indiana Lmversity
1. Additional shares were purchased for Vanguard Trust Nos. 1-3 of the Vanguard Trust Group m December 2013, each with a Value Code of J. These were
shares of the Vanguard Windsor 11 Fund, Investor Shares,
2. With respect to Part VII, line 3, the TIAA CREF fund is & 401(K) retirement fund with monthly contributions with & value of J each month and 4 total value for
the yeur of K.
3. 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 each plan. The value of
the contributions to each plan each month is J, and the total value for the year is B.
4. With respect to Part VIL, lines 10 and 12, these bank accounts are checking accounts and do not generate interest. | previously erroneously reported that these
accounts generated mterest with a total value for the year of A for each account.
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.