Donald M. Middlebrooks

2013Annual

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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

  • 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),

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