Alice Moore Batchelder

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 62

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • 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
  • University of Colorado School of Law
  • OPERS - pension

As filed

Account # 1 -- IRA (H)

Sequoia Financial Group Cash Account — Interest

Pimco Investment Grade (CORP) — Dividend

SCHE Schwab Emerging Markets — Dividend

SCHR Schwab Intermediate Term — Dividend — Buy

SCHC Schwab Int'l Small — Dividend — Buy

SCHZ Schwab US aggregate bond — Dividend — Buy

SCHG Schwab US Large Cap — Dividend — Buy

SCHV Schwab US Large Cap — Dividend

SCHX Schwab US Large Cap — Dividend — Sold

SCHA Schwab US Small Cap — Dividend

SPDR DOW Jones Global (RWO) — Dividend

CWI/ SPDR MSCI ACWI EX-US — Dividend — Sold (part)

CWI/ SPDR MSCI ACWI EX-US — Sold

ACIM/SPDR MSCI ACWI IMI ETF (new symbol as of 9-23-19 is SPGM) — Dividend — Sold

GII|SPDR S&P Global — Dividend

AGGY Wisdomtree Barclays Yield US — Dividend

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

SCHC/ Schwab Intern'l Small — Dividend — Buy

SCHZ/ Schwab US aggregate bond — Dividend — Buy

SCHV/ Schwab US Large Cap — Dividend — Sold

SCHX/ Schwab US Large Cap — Dividend — Sold

SCHG/Schwab US Large Cap — Dividend — Buy

SCHA/Schwab US Small Cap — Dividend

RWO SPDR Dow Jones Global Real Estate — Dividend

CWI SPDR MSCI ACWI Ex-US — Dividend — Sold (part)

CWI SPDR MSCI ACWI Ex-US — Sold

ACIM SPDR MSCI ACWI IMI (new symbol as of 9-23-19 is SPGM) — Dividend — Sold

GII/ SPDR S&P Global Infrastructure — Dividend

AGGY Wisdomtree Barclays yield US — Dividend

Account #3 - IRA (H)

Sequoia Financial Group Cash Account — Interest

GWPFX American Funds Growth — Dividend

IVW I Shares S&P 500 Growth — Dividend

BLPFX/American Moderate Growth — Dividend

Real Estate (H) see note 2

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

Reimbursement — University of Colorado School of Law — 3-6 through 3-8 — Boulder, Colorado — Moot Court judge — travel and hotel

Spouse's income — 2019 — 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: Property #s 2 and 3 were sold in 2018. For ease of comparing this report with last year's, I have not changed the numbering on the remaining properties.

Note 3: This software has certainly not improved, but now that I am a senior judge (although my eyesight has certainly not improved either) I am more relaxed

about having to fight with it.

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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