# Alice Moore Batchelder > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/25207 ## Record - **Judge:** Alice Moore Batchelder - **Year:** 2007 - **Pages:** 9 ## Text 2. Brokerage Account # 1 -- IRA account see note 2 — Int/Div — none IRA asset: Centennial Money Market IRA asset: ISHARES TR 13 yr Treas Index Fd 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 IRA asset: ISHARES S&P 500 Value Index Fund 3. Brokerage Account # 2 -- IRA Account see note 2 — Int/Div — none IRA asset: Centennial Money Market 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 IAFE Index Fund IRA asset: iSHARES BOXX Investment Grade Corp. Bond Fund IRA asset: iSHARES TR 13 yr Treas Index Fund IRA asset: iISHARES S&P 500 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: Centennial Money Market IRA asset: RPM, Inc. stock IRA asset: J.M. 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 1RA asset: iSHARES TR 13 yr Treas Index Fd IRA asset: ISHARES S&P 500 Value Index Fund IRA asset: ISHARES S&P 500 Growth Index Fund 5. Brokerage Account # 4 -- see note 2 — Int/Div — none Account asset: Centennial Money Mkt Account asset:iSHARES S&P Midcap 400 Value Index Fund Account asset: ISHARES S&P Midcap 400 Growth Index Fd Account asset: ISHARES TRUST MSCI EAFE Index Fd Account asset: ISHARES TR 13 yr Treas Index Fd Account asset: ISHARES S&P 500 Value Index Fund Account asset: ISHARES S&P 500 Growth Index Fund REAL ESTATE -- see note 4 Prop. #1 -- duplex -- Medina Ohio — Rent 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 (1/2 interest) — Rent Prop. # 6 -- 2-fam. & 3-fam. Houses Medina, OH (1/2 int) — 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 (1/2 interest) — Rent Prop. # 13 -- Commercial bldg -- Medina OH (1/3 interest) — Rent Prop. # 14 -- duplex -- Medina, OH (see n. 1 Sec. VIII) — Rent Prop. # 15 -- vacant lot -- Medina, OH (1/2 interest) — None Prop. # 17 -- single family -- Medina, OH — Rent Prop. # 18 -- single family -- Medina OH (1/2 interest) — Rent Prop. # 19 -- commercial bldg -- Medina OH — Rent Prop. # 20 -- Comm. Bldg with apt Medina OH — Rent Prop. # 21 -- duplex -- Medina OH (1/2 interest) — Rent MISCELLANEOUS Floating Rate Demand Note -- GE Interest Plus — 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 5 Liability — Old Phoenix Nat'L Bank — Unsecured Note Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property #14 Reimbursement — Old Phoenix Nat'l Bank — Mtg/Note on Property #8 Reimbursement — Matthew Akers — Mtg/Note on Property #20 Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 6 Reimbursement — Farmers Savings Bank — Mtge/Note on Property # 9 Reimbursement — FirstNat' Bank of Wyoming — Mtge/Note on Property # 23 Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 21 Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 5 Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 19 Reimbursement — 4, C. T. Bennett, Plymouth, NC — Mtge/Note on Property #11 Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 17 Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 12 Reimbursement — National Conference of Bar Examiners — Park City, Utah Reimbursement — National Conference of Bar Examiners — San Juan, Puerto Rico Income — 1.May 3-6 — National Conference of Bar Examiners — $ $3.000 Income — 2.0ctd4-6 — National Conference of Bar Examiners — $ $3.000 Spouse's income — 2.)an - dec — Ohio House of Representatives -- salary Note 1: Re: assets in Sec. VII whose value method is reported as "Q": I have again used the Medina County Auditor's most recent appraisal figures. Iam unable to provide the date of the appraisal in any of these cases because it was not provided to me. The appraisals were done for the 2007 real estate tax valuations, are outrageously high, and are the valuations used to calculate our real estate taxes. Note 2: Last year I was required to supplement my report by providing the "names of the investment company sponsoring the funds" for each of the mutual funds | listed as included in our various brokerage accounts. Neither of those funds is now in the accounts, having been disposed of as of the end of 2006, as I disclosed on that report. I suppose that I am required to furnish the same information for each of the funds that are now in those accounts, but I haven't the least idea how to go about doing that. Each of the funds now included in our brokerage accounts is an iShares fund. I have spent considerable time online trying to obtain the "name of the investment company sponsoring the funds," and the best I can do is to advise that, according to the iShares website, "iShares is a registered trademark of Barclays Global Investors, N.A." See http://www .ishares.com/content/stream.jsp?url=/content/repository/material/prospectus/fixed_income.pdf&mimeType=application/pdf. My broker (at Wachovia) didn't know exactly what you might be looking for either, but he has sent me a letter advising 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" Note 3: Line 35 of Sec. VII -- I have no idea why the program 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". Who knew? Note 4: The "audit" feature of the new program tells me that I need to provide not only the city and state, but the county in which each property is located. All properties except the one on line 61 of Section VII are in Medina County, Ohio. The property on Line 6lis not located in a city, but is in Big Hom County, Wyoming. Note 5: The "audit" feature advises me that I should list the assets of the entity of which I am a trustee. 1am assuming that this is not true when that entity is an educational institution, and the audit has simply detected the term "trust" in the item. Otherwise, this requirement is ridiculous, and I cannot comply with it. My Judicial Assistant has pointed out that this entire exercise is beneficial. It requires me to think outside the box. She may be right, but I could live without it. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25207. Public record. Not legal advice.