Sarah Evans Barker

2008

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 0

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Federal Judges Association
  • Clarian Health Partners, Inc. (non-profit)
  • Indiana Historical Society
  • Advanced Science and Technology Adjudication Resource Center, Inc. (ASTAR) board (formerly EINSHAC)
  • Methodist Health Group Inc. (non-profit)
  • Loo] Lod Spirit and Place, Community Fesitval o> 2 = i ——————————— mg este] FY pin
  • or TT eC [3
  • Federal Magistrates Judges Association
  • PricewaterhouseCoopers

As filed

President 2008-2009, Federal Judges Association

Director 2008-2009, Clarian Health Partners, Inc. (non-profit)

Director 2008-2009, Indiana Historical Society

Director 2008-2009, Advanced Science and Technology Adjudication Resource Center, Inc. (ASTAR) board (formerly EINSHAC)

Director/Member of the Corporation, 2008-2009, Methodist Health Group Inc. (non-profit)

Board of Advisors 2008-2009, Loo] Lod Spirit and Place, Community Fesitval o> 2 = i ——————————— mg este] FY pin

or TT eC [3

Reimbursement — Federal Judges Association — 5/2-5/2008 — Arlington, Virgima — Board meeting — Transportation, meals, lodging

Reimbursement — Federal Magistrates Judges Association — 7/8-11/2008 — Seattle, Oregon — Represent FJA at workshop — Transportation, meals, lodging

Reimbursement — Federal Judges Association — 12/02-3/2008 — Washington, DC — Board meeting — Local transportation, meal

Reimbursement — PricewaterhouseCoopers — 2/18-21/2009 --cancelled — Dana Point, California — Speech--Leadership Forum — Transportion reimbursed after meeting was cancelled

3

Section VI:

has graduate educational loans which are occasionally listed, wrongfully, on (ili credit report. However, IED

is the only signatory on such [oans, and neither the reporting person nor

H—

GD is involved in such loans in any legal capacity.

Section VII (1) and (1a) through (1f): The entire interest in the "Bose McKinney & Evans Retirement Plan" was distributed and rolled over directly into the new

IRA investments set out in items (13) through (21).

Section VII (4): The partial sale of the IRA asset, "EuroPacific Growth Fund," on 06/20/08 was rolled over directly into the second purchase (on 6/30/08) of the

IRA asset listed at item (20), "Waddell & Reed Advisors Asset Strategy A" Mutual Fund. See also the note below in regards to such section VII (20).

Section VII (6): "Merrill Lynch Retirement Reserves” is an aggregated and occasionally reportable, temporary accumulation of IRA cash held as reserves and/or

swept into deposit accounts in Merrill Lynch banks. This is in essence a cash flow phenomenon 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 underlying holdings are disclosed fully

elsewhere in Section VII.

Section VII (20): Two transactions are listed here (from the two different rollover sources described above), but they merge into the same asset ("Waddell & Reed

Advisors Asset Strategy A" Mutual Fund).

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.