Donald M. Middlebrooks
2013Annual
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Pull out the substance of this filing.
What was filed
21
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
Exxon Mobile Common Stock A — Int/Div
Shares Tips Bond Fund ETF — Int/Div
Vanguard Total Stock Mkt Viper — Int/Div
U.S. Treasury Notes — Interest
2279279% Int. IEEE Airport Ind. Pk. Orlando — None
Holwood, Inc — Distribution
Citibank, N.A, Bank Deposit Program (Cash) — Interest
Northern Trust Checking Account — Interest
Leucadia National — Int/Div
Billie Moore Farms, LLC — Distribution
Pimco Total Return Fund Class A — Ine
Pimco All Asset All Authority — Int/Div
Apple — Int/Div
Costco — Int/Div
IBM — Int/Div
Daily Journal Corp. — None
Nestle ADR — Int/Div
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 — 2013 — 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 partership.
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 12/31/13,
6. 1 Shares Tips Bond Fund ETF was inadvertently omitted from prior Financial Disclosure Reports. invested $82,000 in this Fund on January 14, 2004, On
August 14, 2007, 1 invested an additional $25,000. 1 have not sold any of this Fund since acquisition.
9. Appraisal Date 8/6/94.
10. Previously disclosed shares JIN corporation given IE. Timberland in Crawfordville, GA sole asset of corporation.
10 & 14. Income during reporting period came from the sale of Timber - There is no option to put this in, so | selected "Dividend."
14. Billie Moore Farms, LLC is a IN | own 50% and J owns 50%. Its sole asset is land in Crawfordville, Georgia, It was purchased on July
18, 2008 for $290,000 SEE -
*In my 2012 Financial Disclosure Report, | inadvertently stated | sold part of my interest in | Shares MSCI EAFE Index Fund. However, | sold all of my interest
in this Fund on March 12, 2012. (See 2012 Financial Disclosure Report, Part VIL, line 10),
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