# Sarah Evans Barker > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/22695 ## Record - **Judge:** Sarah Evans Barker - **Year:** 2005 - **Pages:** 8 ## Text Bose McKinncy & Evans Retirement Plan, Commman Trust Pund — Int/Div — explanatory note Kirr Marbach Equity Fund — Int/Div — Partial — within Kirr Marbach Equity Fund — Liquidation* — Plan Account Private Capital Management Equity Fund — Int/Div — Partial — within Private Capital Management Equity Fund — Liquidation* — Plan Account l.c. Vanguard Wellington Balanced Fund (VWENX) — Int/Div 1.d. Vanguard (ntermediate Term Bond Index Fund (VBILX) — Int/Div Vanguard Reit Index Fund (VGSLX) — Int/Div 1.f. Vanguard Intemational Value Fund (VIRIX) — Int/Div — Buy* — within Indianapolis Post Office Credit Union, Account — Interest JP Morgan Chase Bank — Interest EuroPacific Growth Fund, Los Angeles, CA, IRA — Int/Div Fund) 3. Merrill Lynch Global Allocation Fund, Inc, IRA Fund) — Int/Div 6. Merrill Lynch Retirement Reserves (TRA Money Accounts) — Interest — Explanatory Note JP Morgan Chase Bank — Noone JP Morgan Chase Bank — Interest CISCO Systems, Inc. Canmm Stock — Noone 10. Align Technology, inc. Cammon Stock — None JP Morgan Chase Bank — Interest Hartford Whole Life — Nooe Mamber, Board of Advisors, Spirit and Place Festival, The Polis Center Member, Board of Advisars, Indiana University-Purdue University at Indianapolis (TUPUT) Emeritus Member, Board of Visitors, Indiana University, School of Law, Bloomington Member, Distinguished Alumni Service Award Club, Indiana University Vice Picsident and President-Elect, Federal Judges Association Member, (ndianapolis, Federal, and Indiana State Bar Associations Member, ny The Lawyers Club, Indianapolis = B= Director, a = Hl Carian Health Partners, Inc. (non-profit) im ft '®) Member, SI 11] ¢ — i ; iw [me] Downtown Kiwanis Club of Indianapolis ELT = Director, 2 PA Indiana Historical Society : ~ Director, : + feed - i = ASTAboard (formarly EINSHAC) ha n> Member, Executive Committee, The Gathering Member, Board of Advisors, Center for International and Comparative Law, Indiana University School of Law, Indianapolis Director/Member of the Corporation, Methodist Health Group Inc. (non-profit) Advisor, American Law Institute, Aggregate Litigation Project Member, National Women Judges Association Director, Coaner Prairie Living Museum Foundation Member, Board of Directors, Hanover College, Hanover, Indiana Gift — Indiana Histocical Society — "Living Ligeads® annual reception and dinner to honor outstanding Hoosiers Reimbursement — Advanced Science & Technology Adjudication Standards, Credential and Accreditation Bd — October 7-9, Warrenton, Virginia, board meeting and judicial seminar (transpartation, meals and lodging) Reimbursement — Practising Law Institute (PLI) — July 28-29, New York City, class-action seminar speaker (anspartation, meals and lodging) Reimbursement — Federal Judges Association — May 14-16, Washington, DC, board meeting (ranspurtation, meals and lodging) Reimbursement — The Sedona Confaence — April § - 8, Sedona, Arizona, CAFA seminar panelist (Transportation, meals and lodging) Spouse's income — SEE "ADDITIONAL INFORMATION FOR EXPLANATIONS" on VI no longer a dependent) has graduate educational which are occasionally listed, wrongfully, on redit report. However, our ly is si such loans, and neither the reparting person nor involved in such loans in any legal capacity &®- Section VII (1): The interest in the "Bose McKinney & Evans Retirement Plan” is an interest a tax-deferred common trust fund for retirement purposes, which is maintained b lormer employer, The overall Retirement Plan is ii ed by trustees who arc clected from within the partnership of the Bose Mc law firm. not eligible to vote for such trustees and has no voice in naminating or otharwise them. The plan trustees have approved as many as ten commingled investment options, and at appointed times resources may be reallocated within and among such options. All Funds listed under such retirement Plan in this Financial Disclosure Report consist of such designated collective investment options. Furthamare, all Funds so listed are managed by independent professional managers who engage in various and/or numerous transactions within their respective an funds. In the course of overseeing assets in such various commingled funds, the Pl. have delegated to the professional fund managers all authority with regard to purchases, sales, exchanges, or other dispositi ons within each fund. ly has no more control over individual assets than would be had as an investor in any publically-traded mutual fund terest in the eo le represents less than one percent of the Plan's assets, is making no contribution to the Plan outside the reinves 1 generated from within the above-listed funds themselves. Section VII (6): "Merrill Lynch Retirement Reserves® is an aggregated and occasionally reportable, temparary accumulation of IRA cash held as reserves and/or swept into deposit accounts in Merrill Lynch banks. This is in essence a cash flow phenamenon which occurs to varying degrees within IRA accounts prior to dividends, etc., being automatically reinvested in the underlying holdings, which themselves produced the dividends. Such undalying holdings are disclosed fully elsewhere in Section VII. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22695. Public record. Not legal advice.