Steve CarMichael Jones
2013Annual
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Pull out the substance of this filing.
What was filed
33
investments
7
positions
0
gifts
2
agreements
2
debts
2
reimbursements
1
income
2
spouse income
Named parties
- Umiversity of Georgia Alumm Association
- Umiversity of Georgia Board of Visitors
- University of Georgia Athletic Board
- University of Georgia Foundation
- Athens Academy
- Athens Area Commumty Foundation
- Riverside Military Academy
- Chase Bank
- Wells Fargo
- UGA Athletic Association, Inc.
- Zion Baptist Church
- Unified Government of Athens-Clarke County, GA, fixed benefits from vested pension plan
- self-emploved scamstress
- Clarke County School District (retirement compensation )
As filed
rental property 21, Athens, GA — Rent
rental property 22, Athens, GA — Rent
rental property # 3, Compton, CA — Rent
rental property #4, Compton, CA — Reat
Athens First IRA (cd holdings) — Interest
Total Systems Services «= common stock — Int/Div
Synovus Fmancial Corp. = common stock — Int/Div
Commercial Bank -- CD — Int/Div
IRAZI — Interest
VALIC Stock Index Fund (VSTIX)
Vanguard Windsor [1 (VWNFX)
VALIC Mid Cap Index Fund (VMIDX)
VALIC Small Cap Value Fund (VCSVX)
VALIC Int'l Equities Fund (VCIEX)
VALIC Fixed Account Plus
Vanguard LT Inv. Grade Fund (VWESX)
VALIC Science & Technology Fund
Clarke Co. Bd. of Ed. 457 Plan - 100 % Fixed Account Plus Fund — Interest
ING ReliaStar - Annuity — Interest
Invesco American Franchise Fund, Class € VAFCX — Int/Div
IRA #2 — Int/Div
Invesco - convertible securities
BlackRock Strategic, Inc
Fidelity Advisor Strategic, Inc
Fidelity Cash Reserves
Ford Motor Credit Co — Interest — Matured
Synovus Finl, Corp. — Interest — Matured
PIMCO Income Fund CL C
Ivy High Income CL C
Morgan Stanley D W Disc SRMTNS
JPMorgan Income Builder Fund Class ¢
American Capital Income Builder CL C — Int/Div — Buy
Franklin Rising Dividends Class C — Int/Div — Buy
President, Immediate Past-President, Umiversity of Georgia Alumm Association
Board Member, Umiversity of Georgia Board of Visitors
Board Member (ex officio), University of Georgia Athletic Board
Managing Trustee, University of Georgia Foundation
Member (ex officio), Board of Trustees, Athens Academy
Director, Athens Area Commumty Foundation
Member, Board of Visitors, Riverside Military Academy
Agreement — 1995 — Steve C. Jones & Georgia Judicial Retirement Systems, pension upon age 60 and minimum of 10 years of service
Agreement — 1978 — Steve C. Jones & Umitied Government of Athens-Clarke County, GA, pension upon retirement at age 62, with eligibility for receipt of early benefits at age 56
Liability — Chase Bank — mortgage on rental property #1 (Athens, Georgia, Part VII, line 1)
Liability — Wells Fargo — mortgage on rental property #2 (Athens, Georgia, Part VII, line 2)
Reimbursement — UGA Athletic Association, Inc. — 12/3172013-1722014 — Jucksonville, Florida — UGA Foundation Trustee duties at 2014 Gator Bow! — trunsportation, meals, hotel
Reimbursement — Zion Baptist Church — 2/232013-2252013 — Omntano, Califorma — keynote speaker at Black History Program — trunsportation, hotel
Income — 2013 — Unified Government of Athens-Clarke County, GA, fixed benefits from vested pension plan — SO. 98% (0)
Spouse's income — 2013 — self-emploved scamstress
Spouse's income — 2013 — Clarke County School District (retirement compensation )
Part 1. Positions. On June 30, 2013, my term as President of the University of Georgia Alumni Association ended. My current role with UGA's Alumm
Association is that of Immediate Past-President
Also, on June 30, 2013, my term on the University of Georgia's Athletic Board ended.
Part VII. Investments, Line 5. The Athens First IRA (cd holdings) was inadvertently omitted from my 2012 report. It was included in my nomination and 2011
reports.
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.