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.

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