Alice Moore Batchelder
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
62
investments
5
positions
0
gifts
0
agreements
11
debts
5
reimbursements
3
income
1
spouse income
Named parties
- National Conference of Bar Examiners -- Const’l Law Drafting Committee
- Intellectual Property Law & Technology Advisory Council of the University of Akron School of Law
- Cleveland Chapter Bd. Of Advisors -- Federalist Society
- Board of Trustees -- Grove City College -- see note S
- Board of Directors -- Foundation for Research on Economics and the Environment
- Old Phoenix Nat'l Bank
- First Nat'l Bank of Wyoming
- Farmers Savings Bank
- Nantonal Conference of Bar Examiners
- Federalist Society
- Foundation for Research on Eeonomics and Environment
- National Conference of Bar Examiners
- Liberty Fund
- National Conterence of Bar Examiners -- see note 6
- Univ. of Toledo Law School «= see note 7
- National Conference of Bar Examiners - see note 6
- Ohio House of Representatives -- salary
As filed
2. Brokerage Account # 1 — IRA account - see note 2 — Int/Div — none
IRA asset: Wells Fargo Bank Deposit Sweep Account
IRA asset: ISHARES TR 13 yr Treas Index Fd
IRA asset: ISHARES S&P Midcap 400 Value Index Fund
IRA asset: ISHARES S&P Midcap 400 Growth Index Fund
IRA asset: ISHARES TRUST MSCI EAFE Index Fund
IRA asset: ISHARES IBOXX Investment Grade Corp Bond Fund
asset: ISHARES S&P 500 Value Index Fund
IRA asset: ISHARES S&P 500 Growth Index Fund
3. Brokerage Account # 2 — IRA Account See note 2 — Int/Div — none
IRA asset: Wells Fargo Bank Deposit Sweep
IRA asset: ISHARES S&P Midcap 400 Value Index Fund
IRA asset: ISHARES S&P Midcap 400 Growth Index Fund
IRA asset: ISHARES TRUST MSC IAFE Index Fund
IRA asset: ISHARES BOXX Investment Grade Corp. Bond Fund
IRA asset: ISHARES TR 13 yr Treas Index Fund
IRA asset: ISHARES S&P $00 Value Index Fund
IRA asset: ISHARES S&P 500 Growth Index Fund
4. Brokerage Account # 3 — SEP IRA Account == see note 2 — Int/Div — none
IRA asset: Wells Fargo Bank Deposit Sweep
IRA asset: RPM. Inc. stock
IRA asset: JM. Smucker Co. class A stock
IRA asset: ISHARES S&P Midcap 400 Value Index Fund
IRA asset: ISHARES S&P Midcap 400 Growth Index Fund
IRA asset: ISHARES TRUST MSCI EAFE Index Fund
IRA asset: ISHARES BOXX Investment Grade Corp, Bond Fund
IRA asset: ISHARES TR 13 yr Treas Index Fd
IRA asset: ISHARES S&P 500 Value Index Fund
IRA asset: ISHARES S&P $00 Growth Index Fund
5. Brokerage Account ¥ 4 see note 2 — Int/Div — none
IRA asset: Wells Fargo Bank Deposit Sweep
Account asset: ISHARES S&P Midcap 400 Valve Index Fund
Account asset: ISHARES S&P Midcap 400 Growth Index Fd
Account asset: ISHARES TRUST MSCI EAFE Index Fd
Account ass ISHARES BOXX Investment Grade Corp. Bond Fun
Account asset: ISHARES TR 13 yr Treas Index Fd
Account asset: ISHARES S&P 500 Value Index Fund
Account asset: ISHARES S&P S00 Growth Index Fund
REAL ESTATE -- see noted
Prop. # 1 - duplex «= Medma, Ohio — Reat
Prop. #2 — 2-family - Medina, Ohio (1/3 interest) — Rent
Prop. #3 - Single family -- Medina, Ohio (1/3 interest) — Rent
Prop. #4 4 duplex units — Medina, Ohio (1/2 interest) — Rent
Prop. #5 - 2 duplex units -- Medina, Ohio 11/2 interest) — Rent
Prop. #6 — 2-fam. & 3-fam. Houses - Medina, OH (172 im) — 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 (172 interest) — Rent
Prop. #13 -- Commercial bldg -- Medina OH (1/3 interest) — Rent
Prop. # 14 -- duplex — Medina, OH (seen, Sec. VIII — Reat
Prop. #15 -- vacant lot -- Medina, OH (1/2 interest) — None
Prop. #16 -- pm Vacant land — Medina OH — None
Prop. # 17 -- single family -- Medina, OH — Rent
Prop. # 18 -- single family - Medina OH (1/2 interest) — Reat
Prop. #19 -- commercial bldg -- Medina OH — Rent
Prop. #20 -- Comm. Bldg with apt Medina OH — Rent
Prop. #23 -- pum vacant land -- Big Horn County, WY — Rent
MISCELLANEOUS
Floating Rate Demand Note -- GE Interest Plus — Interest
Member, National Conference of Bar Examiners -- Const’l Law Drafting Committee
Member, Intellectual Property Law & Technology Advisory Council of the University of Akron School of Law
Member, Cleveland Chapter Bd. Of Advisors -- Federalist Society
Member, Board of Trustees -- Grove City College -- see note S
Member, Board of Directors -- Foundation for Research on Economics and the Environment
Liability — Old Phoenix Nat'l Bank — unsecured note
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property # 12
Liability — Old Phoenix Nat'l Bank — Mige/Note on Property # 7
Liability — Old Phoenix Nat'l Bank — Mige/Note on Property # 9
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property #
Liability — Old Phoenix Nat'l Bank — Mige/Note on Property # 5
Liability — First Nat'l Bank of Wyoming — Mige/Note on Property # 23
Liability — Farmers Savings Bank — Mige/Note on Property # 9
Liability — Old Phoenix Nat'l Bank — Mig/Note on Property #8
Liability — Old Phoenix Nat'l Bank — Mige/Note on Property #14
Liability — Old Phoenix Nat'l Bank — Mige/Note on Property #11
Reimbursement — Nantonal Conference of Bar Examiners — April 14-16 — Toronto, Canada — Con Law dratting comm — transportation, lodgmg and food
Reimbursement — Federalist Society — April 27-28 — Laramie, Wyoming — Speech -- Univ, of WY — transportanon, lodging and food
Reimbursement — Foundation for Research on Eeonomics and Environment — Aug. 28 - Sept. — Big Sky , MT — educanonal seminar participation — transportanon, lodging and food
Reimbursement — National Conference of Bar Examiners — Oct, 20-21 — Miami, FL — Con Law drafting comm — transportation, lodgimg and food
Reimbursement — Liberty Fund — Oct, 28.30 — Indianapolis, IN — educational seminar participation — trunsportation, lodgmg and food
Income — 421 — National Conterence of Bar Examiners -- see note 6 — $3,500.00
Income — 1006 — Univ. of Toledo Law School «= see note 7 — SS.000.00
Income — 3103 — National Conference of Bar Examiners - see note 6 — $3.500.00
Spouse's income — 0 — Ohio House of Representatives -- salary
Note I: Re: assets in Sec. VII whose value method is reported as "Q™: 1 have again used the Medina County Auditor's most recent appraisal figures. Tam unable
to provide the date of the appraisal in any of these cases because it was not provided to me. These appraisals are the basis for our real estate taxes.
Note 2: As has been the case in prior years, each of the funds included in our brokerage accounts is an iShares fund.
My broker advised me in 2008 that:
"Barclay's Global Investors is the manager for the following positions held in your account:
ISHS S & P MIDCAP 400 VALUE
ISHS S & P MIDCAP 400 INDEX
ISHS MSCI EAFE INDEX
ISHARES INVESTMENT BD FUND
ISHS TR 13 YR TREAS IND
ISHS S& P 500 VAL INDX FD
ISHS S & P 500 GRWTH FD"
These are still all of the positions held in these brokerage accounts, The broker advises that as of this date there has been no change in this information.
Note 3: Line 35 of Sec. VII -- | have no idea why the program still (as of June 11, 2012) will not let me type in both the dash (which is apparently necessary to
convince the program that these are all assets of the brokerage account) and the fact that this is an account asset. Hence, "account ass”,
Note 4: All properties except the one on line 61 of Section VIT are in Medina County, Ohio. The property on Line 60 is in Big Horn County, Wyoming,
Note 5: The “audit” feature advises me that | should list the assets of the entity of which | am a trustee. | am assuming that this is not true when that entity is an
educational mstitution, and the audit has simply detected the term “trust” in the stem. Otherwise, this requirement is ridiculous, and | cannot comply with it.
Note 6: In Lines 1 and 3 of Sec. IIA: The meetings of the National Conference of Bar Examiners for which this compensation was paid occurred from April
14-16 and October 20-22.
Note 7: In Line 2 of Sct. IIA: the lecture was delivered on October 6; payment was received on Dec. 31. This was a teaching activity approved by the Sicth
Circuit Judicial Conference.
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.