Donald M. Middlebrooks

2020

Ask Donna

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

  • 9

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • See VIII
  • Lake Lucy Groves (Operations and most assets sold - See Section VIII)
  • Billie Moore Farms, LLC, a Georgia Limited Liability Company
  • Northern Trust Bank
  • State of Florida retirement income (from previous employment by Palm Beach County School Board)

As filed

Lake Lucy Groves, Lake Cty, Fla. — None

Coca Cola Common Stock — Dividend — Buy (add'l) — See VIII

Berkshire Hathaway Common Stock A — None

Berkshire Hathaway Common Stock B — None — Sold (part)

Holwood, Inc. — None

Citbank, N.A. Bank Deposit Program (Cash) — Interest

Northern Trust Checking Account — Interest

Billie Moore Farms, LLC — None

IBM — Dividend

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 — 2020 — State of Florida retirement income (from previous employment by Palm Beach County School Board)

Item Number (from Part VII):

1. As reported 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 partnership.

2. Our Coca Cola stock is set up for dividend reinvestment and also set up for automatic $500.00 contributions monthly. Because of the number of purchases, I

aggregated them into a single purchase dated 12/31/20.

5. Previously disclosed shares in family corporation given to spouse by parent. Timberland in Crawfordville, GA is sole asset of corporation.

8. Billie Moore Farms, LLC is a family corporation. I own 50% Its sole asset is land in Crawfordville, GA. It was purchased on July 18,

2008 for $290,000 from Larry Stewart.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Donald M. Middlebrooks | Frix