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.