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Judicial Watch • Alice M Batchelder Financial Disclosure Report for 2008

Alice M Batchelder Financial Disclosure Report for 2008

Alice M Batchelder Financial Disclosure Report for 2008

Page 1: Alice M Batchelder Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:9

Date Created:December 4, 2009

Date Uploaded to the Library:November 12, 2013

Tags:Examiners, Midcap, Alice M Batchelder, Phoenix, ISHARES, asset, Property, National, conference, account, 2008, INVESTMENTS, TRUSTS, IRS, Financial Disclosure, ICE, CIA, income, Judge


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ITI NS, (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY member  National Conference Bar Examiners --Const'! Law Drafting Committee member  Intellectual Property Law Technology Advisory Council the University  
kron School Law member  Cleveland Chapter Bd. Advisors --Federalist Society member  Board Trustees --Grove City College --see note 
II. AGREEMENTS, (Reporting individual only; see pp. 14-16 filing instructions.) 

PARTIES AND TERMS 
NONE (No reportable agreements.) 

Batchelder, Alice 

Ill. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-U filing instructions.) Filer's Non-Investment Income  NONE (No reportable non-investment income.)  

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) Apr. 24-27  National Conference Bar Examiners  $3,000 Oct2-4  National Conference Bar Examiners  $3,000 Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this sectiorL 
(Dollar amount not required except/or honoraria.) NONE (No reportable non-investment income.) 

SOURCE AND TYPE jan -dee OPERS --pension jan -dee Ohio House Representatives --salary 
IV, REIMBURSEMENTS -transportation, lodging,food, entertainmenL (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.)  
SOURCE  DATES  LOCATION  PURPOSE  ITEMS PAID PROVIDED William and Mary School Law  Feb. -17  Williamsburg,  judge moot court  lodging and some food University Alabama School Law  April  Tuscaloosa, Ala.  judge moot court  transportation, lodging and food National Conference Bar Examiners  April 24-27  New Orleans,  Con Law drafting comm.  transportation, lodging and food Alliance Defense Fund  August 5-7  Scottsdale, Arizona  seminar presentation  transportation, lodging and food National Conference Bar Examiners  October 2-4  Providence,  Con Law drafting comm.  transportation, lodging and food GIFTS, (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[2J NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 
VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing ins/ructions.) NONE (No reportable liabilities.)  
CREDITOR DESCRIPTION  VALUE CODE Old Phoenix Nat'! Bank unsecured note Old Phoenix Nat'! Bank  Mtge/Note Property Old Phoenix Nat'I Bank  Mtge/Note Property Old Phoenix Nat'( Bank  Mtge/Note Property# Old Phoenix Nat'! Bank  Mtge/Note Property Old Phoenix Nat'! Bank  Mtge/Note Property Old Phoenix Nat'( Bank  Mtge/Note Property First Nat'( Bank Wyoming  Mtge/Note Property Fanners Savings Bank  Mtge/Note Property  

IOOld Phoenix Nat'( Bank Mtge/Note Property Matthew Akers Mtg/Note Property #20 
120ld Phoenix Nat'! Bank Mtg/Note Property
l30ld Phoenix Nat'! Bank Mtge/Note Property 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent chitdren; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 

Name Person Reporting 
Date Report 
Batchelder, Alice 
0610912009 
VII. INVESTMENTS and TRUSTS -income, vatue, 1ransac1ions r1nctudes those spouse and dependent children: see PP 34-60 filing ins1ruc1ions.J 
NONE (No reportable income, assets, transactions.) 
---- 
Description Assets 
Income during 
Gross value end 
Transactions during reporting period 
including trust assets) 
reporting period 
reporting period 
(I) 
(2) 
(2)
(I) 
(3) 
(4) (5) 
Piace "(X)" after each asset cxempt from prior disclosure  Amount Code  Type (e.g., div., rent,  Value Code  Value Method  Type (e.g., buy, sell,  
(A-H) int.)  (J-P)  Code3  redemption)  
(Q-W)  

18. 	
-IRA asset: iSHARES SP 500 Growth ndex Fund 

19. Brokerage Account# --SEP IRA Ace Dividend none ount --see note 

20. 	
-IRA asset: Centennial Money Market 

21. 	
-IRA asset: RPM, Inc. stock 

22.  -IRA asset: J.M. Smucker Co. class stock  
23.  -IRA asset: iSHARES SP Midcap 400  
alue Index Fund  

24. -IRA asset: iSHARES SP Midcap 400 rowth Index Fund 
Date 
Value 
Gain Identity 
Month-Code Code buyer/seller (if private transaction) 
(A-H)
Day (J-P) 
-IRA asset: iSHARES TRUST MSCI EAFE Index Fund 
26. 
-IRA asset: iSHARES BOXX Investment Grade Corp. Bond Fund 

27. 
-IRA asset: iSHARES Treas 

28. 
-IRA asset: iSHARES SP 500 Value dex Fund 

29. 
-IRA asset: iSHARES SP 500 Growth ndex Fund 

30. Brokerage Account# --see note Dividend none 

31. 
-Account asset: Centennial Money Mkt 

32. 
-Account asset:iSHARES SP Midcap 400 Value Index Fund 

-Account asset: iSHARES SP Midcap Growth Index 
34. -Account asset: iSHARES TRUST MSC! AFE Index Income Ga.in Codes: 1,000 less =Sl,001 -S2,500 =S2,501 -S5,000 =S5,00I -Sl5,000 =Sl5,00I -S50,000  
(See Columns and D4) =S50,00J -SI00,000 =St00,001 -SI ,000,000  Ill =Sl,000,001 -S5,000,000  Jt2 =More than S5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,001 -SID0,000 =SI00,001 -$250,000  
(See Columns and DJ) =S250,00J -S500,000 =$500,001 -SI ,000,000 =St,000,001 -S5,000,000 =S5,000,00I  $25,000,000 =S25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) ""Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

________.J 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes rhose spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nctudes those ofspouse and dependent children; see PP 34-60 offiling instructions.) NONE (No reportable income, assets, transactions.) 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part Report) 

Note Re: assets Sec. VII whose value method reported "Q": have again used the Medina County Auditor's most recent appraisal figures. unable provide the date the appraisal any these cases because was not provided me. The appraisals were done for the 2007 real estate tax valuations, are outrageously high, and are the valuations used calculate our real estate taxes. 
Note Each the funds now included our brokerage accounts iShares fund. broker (at Wachovia) last year sent letter advising that: 
"Barclay's Global Investors the manager for the following positions held your account: ISHS MIDCAP 400 VALUE ISHS MIDCAP 400 INDEX ISHS MSCI EAFE INDEX !SHARES INVESTMENT FUND ISHS TREAS IND ISHS 500 VAL INDX ISHS 500 GRWTH FD" 
These are still all the positions held these brokerage accounts. 
Note Sec. VI. 2007 report listed morgtage and note payable C.T. Bennett, Plymouth, NC. That mortgage and note were paid off January of2007. 
Note Line Sec. VII --I have idea why the program still will not let type both the dash (which apparently necessary convince the program that these are all assets the brokerage account) and the fact that this account asset. Hence, "account ass". Who knew? 
Note All properties except the one line Section VII are Medina County, Ohio. The property Line Big Hom County, Wyoming. 
Note The "audit" feature advises that should list the assets the entity which trustee. assuming that this not true when that entity educational institution, and the audit has simply detected the term "trust" the item. Otherwise, this requirement ridiculous, and cannot comply with it. 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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