W. Homer Drake
2019
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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.