Alice Moore Batchelder

2018

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Pull out the substance of this filing.

What was filed

  • 88

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • See note 2
  • Intellectual Property Law & Technology Advisory Council - University of Akron School of Law
  • Board of Trustees - Grove City College - see note 1
  • Board of Directors - Foundation for Research on Economics and the Environment
  • First Nat'l Bank of Wyoming
  • Westfield Bank
  • OPERS - pension

As filed

Account # 1 -- IRA (H)

Sequoia Financial Group Cash Account — Interest

CORP PIMCO Investment Grade Corp. Bond — Dividend

SCHE Schwab Emerging Markets — Dividend

SCHR Schwab Intermediate Term — Dividend — Buy

SCHR Schwab Intermediate Term — Buy

SCHR Schwab Intermediate Term — Sold (part)

SCHC Schwab Int'l Small — Dividend

SCHZ Schwab US aggregate bond — Dividend — Buy

SCHZ Schwab US aggregate bond — Sold

SCHZ Schwab US aggregate bond — Buy

SCHV Schwab US Large Cap — Dividend

SCHX Schwab US Large Cap — Dividend — Sold (part)

SCHX Schwab US Large Cap — Sold

SCHX Schwab US Large Cap — Buy

SCHA Schwab US Small Cap — Dividend

RWO Spdr Dow Jones Global — Dividend — Buy

RWO Spdr Dow Jones Global — Sold (part)

RWO Spdr Dow Jones Global — Sold (part)

CWI/ SPDR MSCI ACWI EX-US — Dividend — Sold

CWI/ SPDR MSCI ACWI EX-US — Buy

ACIM/SPDR MSCI ACWI IMI ETF — Dividend — Sold (part)

GII|SPDR S&P Global — Dividend — Sold (part)

AGGY Wisdomtree Barclays Yield US — Dividend — Buy

AGGY Wisdomtree Barclays Yield US — Sold (part)

GNR/SPDR S+P Global Nat'l — Dividend — Sold

GNR/SPDR S+P Global Nat'l — Sold (part)

Account #2 - IRA (H)

Sequoia Financial Group Cash Account — Interest

CORP/AMCO Invest Grade Corp — Dividend

SCHE/ Schwab Emerging Markets — Dividend

SCHR/ Schwab Intermediate term — Dividend — Buy (add'l)

SCHR/ Schwab Intermediate term — Sold (part)

SCHR/ Schwab Intermediate term — Buy (add'l)

SCHC/ Schwab Intern'l Small — Dividend

SCHZ/ Schwab US aggregate bond — Dividend — Buy (add'l)

SCHZ/ Schwab US aggregate bond — Sold (part)

SCHZ/ Schwab US aggregate bond — Buy (add'l)

SCHV/ Schwab US Large Cap — Dividend

SCHX/ Schwab US Large Cap — Dividend — Sold (part)

SCHX/ Schwab US Large Cap — Sold (part)

SCHX/ Schwab US Large Cap — Buy (add'l)

SCHA/Schwab US Small Cap — Dividend

RWO SPDR Dow Jones Global Real Estate — Dividend — Buy (add'l)

RWO SPDR Dow Jones Global Real Estate — Sold (part)

RWO SPDR Dow Jones Global Real Estate — Sold (part)

CWI SPDR MSCI ACWI Ex-US — Dividend — Sold

CWI SPDR MSCI ACWI Ex-US — Buy

ACIM SPDR MSCI ACWI IMI — Dividend — Sold (part)

GII/ SPDR S&P Global Infrastructure — Dividend — Sold (part)

GNR SPDR Global Natural Resources — Dividend — Sold

AGGY Wisdomtree Barclays yield US — Dividend — Buy

AGGY Wisdomtree Barclays yield US — Sold (part)

Account #3 - IRA (H)

Sequoia Financial Group Cash Account — Interest

GWPFX American Funds Growth — Dividend — Buy (add'l)

IVW I Shares S&P 500 Growth — Dividend

BLPFX/American Moderate Growth — Dividend

BLPFX/American Moderate Growth — Buy (add'l)

BLPFX/American Moderate Growth — Buy (add'l)

BLPFX/American Moderate Growth — Buy (add'l)

BLPFX/American Moderate Growth — Buy (add'l)

BLPFX/American Moderate Growth — Buy (add'l)

Real Estate (H)

Prop. # 1 -- duplex -- Medina, Ohio — Rent

Prop. # 2 -- 2-family -- Medina, Ohio (1/3 int.) see note 2 — Sold — See note 2

Prop. # 3 -- Single family -- Medina, Ohio (1/3 int.) see note 2 — Sold — See note 2

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 (2/3 interest) — Rent

Prop. # 14 -- duplex -- Medina, OH — Rent

Prop. # 15 -- vacant lot -- Medina, OH (1/2 interest) — None

Prop. # 16 -- Vacant land -- Medina, OH — 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 -- Vacant land -- Big Horn County, WY County, WY — Rent

Misc. (H)

Farmers Savings Bank accounts (cash accounts) — Interest

Huntington National Bank accounts (cash accounts) — Interest

Member, Intellectual Property Law & Technology Advisory Council - University of Akron School of Law

Member, Board of Trustees - Grove City College - see note 1

Member, Board of Directors - Foundation for Research on Economics and the Environment

Liability — First Nat'l Bank of Wyoming — Mtge/Note on Property # 21

Liability — Westfield Bank — Mtge/Note on Properties 1, 8, 14, 20

Spouse's income — 2018 — OPERS - pension

Note 1:The "audit" feature advises me that I should list the assets of the entity of which I am a trustee. I am 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.

Note 2: These properties were sold as a unit. The value code for the two together is "K" and the gain code for the two together is "B". The software will not let

me enter the complete name of the buyer, but if it is important to you, it was MGM Landscaping and Contracting, Inc.

Note 3: I understand that next year's software will be all new. Another opportunity for the committee to make the font a little smaller. I have again spent hours

smashing my nose against my monitor screen in order to read the font, but it's really hard to use the keyboard in that position. Fortunately, I now have a really

good chiropractor who can fix my neck now that I am through with the report for another year.

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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