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.

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