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Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • See Part VIII
  • Southeastern Bankruptcy Law Institute, Atlanta, Georgia
  • Mercer University, Macon, Georgia

As filed

Synovus Bank — Interest

Exxon Mobil Corp. COM — Dividend

Bristol Myers Squibb Co. — Dividend

Altria Group, Inc. — Dividend

Coca Cola COM — Dividend

BB&T Corporation — Dividend — Merged (with line 29) — See Part VIII

Home Depot, Inc. — Dividend

Duke Energy Corp NEW — Dividend

AT&T, Inc. — Dividend

Kraft (THE) Heinz Co. SHS — Dividend

Philip Morris Intl Inc. — Dividend

Charitable Remainder Unitrust #1 — Int./Div. — See Part VIII

IRA #1 (H)

Blackrock Global Allocation FD INC A — Int./Div. — Donated (part)

Blackrock Global Allocation FD INC A — Donated (part)

Bank of America, NA RASP — Int./Div.

Series I U.S. Savings Bonds — Interest

Charitable Remainder Annuity Trust #1 — None — See Part VIII

Charitable Remainder Annuity Trust #2 — None — See Part VIII

Charitable Remainder Unitrust #2 — None — See Part VIII

Qualified Charitable Gift Annuity No. 1 — Int./Div.

Johnson and Johnson COM — Dividend

Procter & Gamble Co. — Dividend

Verizon Communications COM — Dividend

Vodafone Group PLC SHS ADR — Dividend

McDonald's COM — Dividend

Walmart Stores, Inc. — Dividend

Enbridge, Inc. COM — Dividend

Truist Finl Corp — Dividend — Open — See Part VIII

Advisor, Southeastern Bankruptcy Law Institute, Atlanta, Georgia

Member, Board of Trustees, Mercer University, Macon, Georgia

PART VII. INVESTMENTS AND TRUSTS -

Lines 6 and 29 - Merged BB&T and Suntrust to create Truist

Line 12 - Charitable Remainder Unitrust Agreement between Walter Homer Drake and Ruth Bridges Drake, as Grantors, and The Corporation of Mercer

University, as Trustee, made August 13, 1999..

Line 18 - Charitable Remainder Annuity Trust Agreement between Walter Homer Drake and Ruth Bridges Drake, as Grantors, and The Corporation of Mercer

University, as Trustee, made November 8, 2006.

Lines 18-20 - No dividends received for the entire year.

Line 19 - Charitable Remainder Annuity Trust Agreement between Walter Homer Drake and Ruth Bridges Drake, as Grantors, and The Corporation of Mercer

University, as Trustee, made January 23, 2007.

Line 20 - Charitable Remainder Unitrust Agreement between Walter Homer Drake and Ruth Bridges Drake, as Grantors, and The Corporation of Mercer

University, as Trustee, made February 1, 2008.

In response to your letter dated December 7, 2020, I have tried to provide information you request to the best of my ability and I trust that these responses are

proper answers to your inquiry.

If you need further clarification or information, please let me know.

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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W. Homer Drake | Frix