Steve CarMichael Jones
2018Annual
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Pull out the substance of this filing.
What was filed
39
investments
6
positions
2
gifts
2
agreements
3
debts
3
reimbursements
1
income
2
spouse income
Named parties
- University of Georgia Athletic Associaton Board
- University of Georgia Foundation
- Russell Foundation
- Georgi Chief Justice Commission on Professionalism
- UGA Hall of Fame Chapter, National Football Foundation
- Athens Academy
- Umversity of Georgia Athletic Association
- Sister of Spouse
- Wells Fargo
- SoFi
- Ith Circuit Judicial ) Conference
- Sentencing Commission Conference
- IDastrict Retreat
- Unified Government of Athens-Clarke County, Georgia, 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 #3 Athens, GA — Rent
Rental property #4 Athens, GA — Reat
Rental property #5 Athens, GA — Rent
Rental property #6 Athens, GA — Rent
SunTrust Bank — Interest
Athens First IRA ( CD Holding) — Interest — Matured
IRA #)
VALIC Fixed Account Plus — Interest
Short Term Fund Account — Interest
Clarke Co Bd of Ed 457-Plan- 100% Fixed Account Plus — Interest
VOYA Fmancial — Interest
Invesco American Franchise Fund, Class C — Int/Div
IRA #2
Blackrock Strategic, INC — Int/Div — Sold
Fidelity Advisor Strategic, Inc — Int/Div — Sold
PIMCO Income Fund CLC — Int/Div
Ivy High Inbeomne — Int/Div
JP Morgan Income Builder Fund Class ( — Int/Div
Amencan Capital Income Burlder CLC — Int/Div
Franklin Rising Dividents CLC — Int/Div
Fidelity Advisor New Insights CLC — Int/Div
Invesco Convertible Securities — Int/Div
Commercial Bank- CD — Interest
Synovus — None
IRA #3
Synovus Bank Deposit Sweep (x) — Int/Div — Buy
Fidelity Government Money Market — Int/Div — Buy
Vanguard BD Index Inc, Long Term BD — Int/Div — Buy
Vanguard BD Index Intermediate — Int/Div — Buy
Vanguard BD Index Inc. Short Term BD — Int/Div — Buy
Vanguard FTSE Developed Market E11 — Int/Div — Buy
Vanguard Charlotte Total INTL BD Index — Int/Div — Buy
Vanguard INTL Equity Index Fund Inc FTSE — Int/Div — Buy
Vanguard Scottsdale FDS Vanguard — Int/Div — Buy
Vanguard Index FDS Vanguard Growth ET — Int/Div — Buy
Vanguard Index FDS Vanguard Value ETF — Int/Div — Buy
Vanguard Index FDS Vanguard Small Cap — Int/Div — Buy
Board Member, University of Georgia Athletic Associaton Board
Maunagmg Trustee, University of Georgia Foundation
Bowrd Member, Russell Foundation
Board Member, Georgi Chief Justice Commission on Professionalism
Advisory Board Member, UGA Hall of Fame Chapter, National Football Foundation
Member{ Ex Officio) Trustee, Athens Academy
Gift — Umversity of Georgia Athletic Association — 2018 Season Football Tickets, LSL Game, and Flonda Game — $821.00
Gift — Sister of Spouse — nit to Spouse — $4,800.00
Agreement — 1995 — Steve C. Jones & Georgia Judicial Retirement System, Pension upon age 60 and minium of 10 years of service
Agreement — 1978 — Steve C. Jones & Umitied 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 VIL, line
Liability — Wells Fargo — Mortgage on rental property #2 (Athens, GAL); Part VII, Line 2
Liability — SoFi — Personal Loan- creditor
Reimbursement — Ith Circuit Judicial ) Conference — 05-01-2018 to 05-05-2018 — Pomte Vedra, Flonda — Judicial Conference — Transportation, Meals & Hotel
Reimbursement — Sentencing Commission Conference — 06/20/2018 to 06/23/2018 — Sun Francisco, Califorma — Sentencing Guidelines — Transportation, Meals, Hotel
Reimbursement — IDastrict Retreat — 10/24/2018 to 1026/2018 — Adairsville, Georgia — Educational — Transportation, Meals, Hotel
Income — 2018 — Unified Government of Athens-Clarke County, Georgia, fixed benefits from vested pension plan. — S11.641.00
Spouse's income — 2018 — Self-Employed Seamstress
Spouse's income — 2018 — Clarke County School District{ Retirement Compensation)
In Part VIL, line 7, the CD matured and the money was transferred to the IRA #2 at Synovus Bank.
In Part VII, line 26, Synovus Account is a checking account which pays no interest.
My term us a Board Member for the Athens Community Foundation ended.
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.