Donald M. Middlebrooks

2016Annual

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Pull out the substance of this filing.

What was filed

  • 22

    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 Limity Liability Company
  • Northern Trust Bank
  • Palm Beach County School Board - Salary

As filed

Lake Lucy Groves, Lake Cty. Fla — None

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

Berkshire Hathaway Common Stock A — None

Bershire Hathaway Common Stock B — None

Exxon Mobile Common Stock A — Int/Div — Sold

Shares Tips Bond Fund ETF — Int/Div

Vanguard Total Stock Mkt Viper — Int/Div

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

Holwood, Inc — Distribution

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

Northern Trust Checking Account — Interest

Billie Moore Farms, LLC — None

Pimxo Total Return Fund Class A — Int/Div — Sold

Apple — Int/Div — Sold (part)

Apple — Sold

Costco — Int/Div — Sold

Costco — Int/Div — Sold

Nestle ADR — Int/Div — Sold

Amazon — None — Sold

Amazon — Int/Div — Sold (part)

Amazon — Sold (part)

Amazon — Sold

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

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

Liability — Northern Trust Bank — Loan

Spouse's income — 2016 — 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 12/31/16.

8. Appraisal Date 8/6/94. Final distribution on October 28, 2016.

9. Previously disclosed shares in family corporation given to spouse by parent. Timberland in Crawfordville, GA is sole asset of corporation. Distribution was

from timber sales.

13. Billic Moore Farms, LLC is a family corporation. Town 50% and my son owns 50%. Its sole asset is lund in Crawfordville, GA, Tt 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