Sarah Evans Barker
2010
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Pull out the substance of this filing.
What was filed
12
investments
6
positions
2
gifts
0
agreements
1
debts
1
reimbursements
0
income
0
spouse income
Named parties
- explanatory note
- Federal Judges Association
- Indiana University--Purdue University at Indianapolis
- Clarian Health Partners, Inc. (non-profit). Name changed to IU Health 2010
- Indiana Historical Society
- Methodist Health Group Inc. (non-profit)
- Spirit and Place, Community Festival
- Indiana Historical Society, Living Legends Award
- Becky and Charles Kendall
- SEE "ADDITIONAL INFORMATION FOR EXPLANATIONS"
As filed
Indianapolis Post Office Credit Union, Account — Interest
EuroPacific Growth Fund, American Funds (MF) (IRA) — Int/Div
BlackRock Global Allocation Fund, Inc IRA (Mutual Fund) — Int/Div
Merrill Lynch Retirement Reserves (IRA Cash & Money Accts) — Interest — explanatory note
CISCO Systems, Inc., Common Stock — None
JP Morgan Chase Bank — Interest
Franklin Templeton Founding Funds (FFACX) (MF) — Int/Div
Ivy Intemational Core Equity A (MF) (IRA) — Int/Div
Waddell & Reed Advisors Core Investment A (MF) (IRA) — Int/Div
Waddell & Reed Advisors Science/ Technology A (MF) (IRA) — Int/Div
Waddell & Reed Advisors High Income A (MF) (IRA) — Int/Div
Waddell & Reed Advisors Small Cap A (MF) (IRA) — None
Director 2001-2010, Immediate-Past President, as of 5/2010, Federal Judges Association
Board of Advisors, 1989-2010, Indiana University--Purdue University at Indianapolis
Director 1996-2010, Clarian Health Partners, Inc. (non-profit). Name changed to IU Health 2010
Director 2003-2010, Indiana Historical Society
Director/Member of the Corporation, 2003-2010, Methodist Health Group Inc. (non-profit)
Board of Advisors 2005-2010, Spirit and Place, Community Festival
Gift — Indiana Historical Society, Living Legends Award — Dinner and programiiii@e si BH EEITEE ie — $3,500.00
Gift — Becky and Charles Kendall — Personal hospitality and lodging, Florida — $1,400.00
Liability — SEE "ADDITIONAL INFORMATION FOR EXPLANATIONS"
Reimbursement — Federal Judges Association — 09/15-16/2010 — Washington, DC — Congressional reception — Transportation, lodging and meals
Section VI
However, our
neither the reporting person
is involved in such loans in any legal capacity.
Section VII (5): "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-allied institutions. 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.
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.