Donald M. Middlebrooks
2020
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Pull out the substance of this filing.
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.
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