Donald M. Middlebrooks
2018Annual
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Pull out the substance of this filing.
What was filed
11
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
- State of Flonda retirement mcome (from previous employment by Palm Beach County School Board)
As filed
Lake Lucy Groves, Lake Cty. Fla — None
Coca Cola Common Stock — Int/Div — Buy (add'l) — VII
Berkshire Hathaway Common Stock A — None
Berkshire Hathaway Common Stock B — None
I Shares Tips Bond Fund ETF — None — Sold
Vanguard Total Stock Mkt Viper — None — Sold
Holwood, Inc — None
Cithank, N.A. Bank Deposit Program (Cash) — Interest
Northern Trust Checking Account — Interest
Billie Moore Farms, LLC — None
Billie Moore Farms, LLC — Int/Div — 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 — 2018 — State of Flonda retirement mcome (from previous employment by Palm Beach County School Board)
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 unplarted
residential lots which have not yet been transferred to the partnership,
2. Our Coca Cola stock 1s set up for dividend reinvestment and also set up for automatic $500.00 contributions monthly. Because of the number of purchases, |
aggregated them into a single purchase dated 12/31/18,
7. Previously disclosed shares in family corporation given to spouse by parent. Timberland in Crawfordville, GA is sole asset of corporation.
10. Billie Moore Farms, LLC is a family corporation. | own 50% and my son owns 50%. Its sole asset 1s land m Crawfordville, GA. It was purchased on July 18,
2008 for $290,000 from Larry Stewart.
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