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.