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Pull out the substance of this filing.

What was filed

  • 27

    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

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.

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 — Donated

McDonald's COM — Dividend

Walmart Stores, Inc. — Dividend

Enbridge, Inc. COM — Dividend

Truist Finl Corp — Dividend

Advisor, Southeastern Bankruptcy Law Institute, Atlanta, Georgia

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

PART VII. INVESTMENTS AND TRUSTS -

Line 11 - 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 16 - 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 16-18 - No dividends received for the year 2020 or for January 1, 2021 through January 31, 2021.

Line 17 - 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 18 - 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.

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