Donald M. Middlebrooks

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 24

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • VII
  • Lake Lucy Groves (Operations and most assets sold - See Section VIII
  • Billie Moore Farms, LLC, a Georgia Limited Liability Company
  • Northern Trust Bank
  • Palm Beach County School Board - Salary

As filed

Lake Lucy Groves, Lake Cty, FL — None

Coca Cola Common Stock — Int/Div — Buy (add'l) — VII

Berkshire Hathaway Common Stock A — None

Berkshire Hathaway Common Stock B — None — Sold (part)

Exxon Mobile Common Stock A — Int/Div — Sold (part)

Exxon Mobile Common Stock A — Sold (part)

I Shares Tips Bond Fund ETF — Int/Div

Vanguard Total Stock Mkt Viper — Int/Div

U.S. Treasury Notes — Interest

2279279% Int. in 300+ Acres in Airport Ind. Pk. Orlando — None

Holwood, Inc — None

Citibank, N.A. Bank Deposit Program (Cash) — Interest

Northern Trust Checking Account — Interest

Leucadia National — None — Sold

Billie Moore Farms, LLC — None

Pimco Total Return Fund Class A — Int/Div

Pimco All Asset All Authority — Int/Div

Apple — Int/Div

Costco — Int/Div

Costco — Int/Div — Sold (part)

Daily Jounal Corp. — None — Sold (part)

Daily Jounal Corp. — Sold

Nestle ADR — Int/Div

Amazon — None — Buy

Partner (22.5% Interest), Lake Lucy Groves (Operations and most assets sold - See Section VIII

50% Owner, Billie Moore Farms, LLC, a Georgia Limited Liability Company

Liability — Northern Trust Bank — Loan

Spouse's income — 2014 — Palm Beach County School Board - Salary

Item Number (from Part VII):

1. As noted previously, virtually all assets of Lake Lucy Groves were sold. The only remaining asset is an interest in, pursuant to the sales contract, two unplatted

residential lots which have not yet been transferred to the partnership.

2. Our Coca Cola stock is set up for dividend reinvestment and also set up for automatic $250.00 contributions monthly. Because of the number of purchases, |

aggregated them into a single purchase dated 12/31/14.

10. Appraisal Date 8/6/94,

11. Previously disclosed shares in Jl corporation given to SN. Timberland in Crawfordville, GA sole asset of corporation.

15. Billie Moore Farms, LLC is a Jl corporation. | own 50% and JIN owns 50%. Its sole asset is land in Crawfordville, Georgia, It was purchased on July

18, 2008 for $290,000 from Larry Stewart.

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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Donald M. Middlebrooks | Frix