Paul W. Bonapfel
2020
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What was filed
128
investments
2
positions
0
gifts
2
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Public
- Mercer University School of Law
- Trust No. 1 (See VIII)
- Thomson/Reuters (f/k/a West Services) book royalties
- Self-employed Math Tutoring
As filed
Motorola Solutions, Inc. — Dividend
Cisco Systems Common — Dividend
South State Corp. (SSB), f/k/a CenterState Bank Corp (CSFL)(See VIII) — Dividend — Redeemed (part) — Public
Wells Fargo Bank - Bank - Accounts — Interest
US Savings Bonds — None
Assoc. Cred. Union - Accounts and Time Deposits — Interest
Mass. Mutual Whole Life — Dividend
IRA Account 2 (Morgan Stanley, Custodian)
Morgan Stanley Bank — Interest
Arrow DWA Tactical A Mutual Fund (DWTXF) — Dividend
Chevron Corp Common — Dividend
Gwinnett Cnty Sch Dist Ref (MB 20) (5A84) — Interest — Redeemed — Public
Clayton Cnty & Clayton Cnty Wtr Auth Wtr & Swr Rev Ref-A (MB 20)(6YN4) — Interest — Redeemed — Public
Georgia St Genl Oblig Ref Ser-I (MB 21) (4PP5) — Interest
Metro Atlanta Rapid Tran Auth Ga Sales Tax Rev Ref (MB 21) (5A95) — Interest
Georgia St Genl Oblig Ref E-2 (MB 21) (4VTO) — Interest
Fayette Cnty Ga Pub Facs Au Rev Ref Crim Justice Ctr PJ (MB 22) (4CJ5) — Interest
Gwinnett Cnty Ga Dev Auth Rev Arena Prkg (MB22) (0BL8) (JK632) — Interest — Redeemed — Public
Georgia St (MB 22) (4ZX7) — Interest
Walker Cnty Ga Sch Dist (MB 22) (9BJ4) (EE5CO) — Interest
Georgia St Genl Oblig Ref Ser-J-2 (MB 22) (4WW2) — Interest
Morgan Stanley Bank - Accounts — Interest
Metro Atl. Rap. Tran Au (MB 20) (5A46) — Interest — Redeemed — Public
Walton Cnty Ga Sch Dist Ref (MB 20) (OBY6) — Interest — Redeemed — Public
Gwinnett County Ga School Dist Ref (MB-23) (5B42) — Interest
Habersham Cnty Ga Sch Dist (MB 23) (6DH2) — Interest
Georgia St (MB 23) (43Q7) — Interest
Cherokee Cnty Ga Wtr Sew Auth Rfgd Impt OID (MB 23) (3HS9) (RE299) — Interest — Redeemed (part) — Public
Georgia St. Genl Oblig Ref-C (MB 23) (4YB6) (See VIII) — Interest
Gwinnett County GA Dev Auth. (MB 20) (0BJ3) — Interest — Redeemed — Public
Paulding Cnty Ga Sch Dist Ref (MB 21) (OFG6) — Interest
Gainesville & Hall Cnty Ga Hosp Auth Re OID(MB 21)(2NC6) — Interest — Redeemed — Public
Gainesville & Hall Cnty Ga HospAuthAntic CtfsRev-B(MB21)(2NP7) — Interest — Redeemed — Public
Georgia St. Hsg & Fin Auth Rev Single Fam Mtg-C (MB 21) (9C78) — Interest
Ga St Genl Oblig Ref (MB 20) (4PN0) — Interest — Redeemed — Public
Mun. Elec. Auth Ga. Comb Cycle Proj. Rev Ser. A (MB 23) (7ZM9) — Interest — Redeemed — Public
Gwinnett Co Ga Dev Auth Rev Arena Prk Deck Prj (MB 23)(0BM6) JK633 — Interest — Redeemed — Public
Columbus Ga Bldg Auth Lease Rev Ref-A (MB 24) (2KA0) — Interest
Downtown Savannah Ga Savannah Projs Rev Ref (MB 24) (2MW7) — Interest
Georgia St Genl Oblig Ref-C (MB 23) (4ZY5) — Interest
Atl Arpt Gen Rev Ref Ser. C (MB 24) (MMUO) — Interest
Fulton County Ga Dev Auth Rev (MB 24) (0M20) — Interest
Atlanta Ga Wtr & Wastewtr Rev Ref-B (MB 24) (0LW8) — Interest
Atlanta Ga Pub Safety & Judicial Facs Au (MB 24) (TBE8) — Interest
Atlanta Ga Arpt Rev (MB 25) (MQ P7) — Interest
Gwinnett Cnty Dev Auth Ctfs Partn (MB25) (5CM5) — Interest
Oconee Cnty Ga Genl Oblig Ref Ser-A (MB25) (MBW7) — Interest
Georgia St Genl Oblig Ser-D (MB 25) (4F50) — Interest
Gwinnett Cnty Ga Sch Dist (MB 25) (5B67) — Interest
Association Cnty Commnrs GA Ctfs Partn (MB 28) (8BW0) (F255B) — Interest
Downtown Savannah Auth Ga Imptgenl Oblig Rev Ref (MB 28) (2NA4) — Interest
Atlanta GA Arpt Pass FacChrg Sub Lien Gen Rev RefA (MB26)(TCQ5)(EBA65) — Interest
Atlanta Ga Dev Auth Rev-B(MB 27) (NJX6) (EG2G1) — Interest
Metropolitan Atlanta Rapid TranAuthGaRev Ref Ser-A(MB 27)(5S96)(DX27K) — Interest
Forsyth Cnty GA Sch Dist (MB26) (4JL6) (FK2Y2) — Interest
Georgia Hsg Fin Singl Fam Mtg Auth Gen Oblig SerA (MB28) (96P5)(CKW82) — Interest
Georgia St (MB 29) (44D5) (E133E) — Interest
Polk Cnty Ga Wtr Sew& Solid Waste Auth Wtr&Sew Rev(MB28)(4CQ7) (D2DK7) — Interest
Georgia St (MB 29) (44D5) (EFK22) — Interest
Columbia Cnty Ga Genl Oblig (MB 31) (4WF9) (DKT71) — None — Buy — Public
Cartersville Ga Wtr & Swr Rev (MB 29) (IQK0) (EZ62E) — Interest
Decatur GA Genl Oblig 9 (MB29)(9GU3) (DOX4W) — Interest
Atlanta Ga Wtr & Waste Wtr Rev Ref-A (MB 29) (0NR7) (ETX04) — Interest — Buy — Public
Fulton Cnty Ga Dev Auth Rev-B (MB 29) (FAK1) (EF61U) — Interest — Buy — Public
Polk Cnty Ga Wtr Sew &Solid Waste Auth Wtr& SewRev(MB29)(4CR5) (FX53D) — Interest
Athens-Clarke Cnty Ga Uni Govt Wtr & Sew Rev (MB 30) (ICW4) (CG41J) — Interest
Marietta Ga (MB 30) (3RJ2) (E31P4) — Interest
Metro Atl Rapid Tran Auth Ga Sales Tax Rev-A (MB 30) (5Z49) (D7UX5) — None — Buy — Public
Dekalb Cnty Pub Safety & Judicial Fac Rev Ref (MB 30) (A032B) — Interest — Buy — Public
Georgia St (MB 27) (5AK9) (FK8A4) (See VIII) — Interest
Georgia St Genl Oblig Ser-A (MB 27) (44B9) (EJS62) — Interest
Georgia St Genl Oblig Ref-C-1 (MB 25) (43M6) (DF5Q7) — Interest
Atlanta Ga Wtr & Waste Wtr Rev-A (MB 27) (OHJ2) (P6818) — Interest
Georgia St Hsg& Fin Auth Rev (MB 27) (94P7) (DTQ39) — Interest
Atlanta Ga Arpt Passenger Fac Charge Rev Ref-A (MB 28) (TCS1) (EBBO3) — Interest
Georgia St Gen Oblig Ser-A (MB28)(5AL7) (FL7R3) — Interest
Jefferson Ga Sch Dist Ref (MB 27) (MCE9) (E2HM9) — Interest
Lamar Cnty School Dist (MB 31) (PBS2) (C5J83) — Interest
Columbus Ga Wtr & Sew Rev (MB 31) (4WF9) (B086D) — None — Buy — Public
Georgia St. Gen. Oblig Ser-A (MB 31) (4YW0) (A2A42) — Interest
Metro. Atl. Rapid Tran Auth Sales Tax Rev- A (MB 31) (5Z56) (E8Q8R) — None — Buy — Public
Fulton Cnty Ga Dev Auth Rev-B (MB 31) (FAM7) (C72C8) — Interest
Henry Cnty Ga Sch Dist (MB 26) (2LY3) (C77T3) — Interest
Macon-Bibb Cnty Ga Indl Auth Rev Ref (MB 26) (9AJ4) (C9K5R) — Interest
Cherokee Cnty Ga Sch Sys Genl Oblig (MB 2027) (1MU3) (DH8W3) — Interest
Morgan Cnty Ga Sch Dist (MB 26) (1AJ4) (C6K2A) — Interest
Georgia St Genl Oblig Ref-C (MB 26) (5BE2) (FL39A) — Interest
Suwanee Ga Urban Redev Agy Rev (MB 26) (8AZ9) (CU5L9) — Interest
Morgan Stanley Bank - Accounts (Jnt) — Interest
Touchmark Bancshares, Inc. Common (TMAC) — Dividend
Gwinnett County Sch Dist (MB 23) (55P47) — Interest
Carroll Cnty School Dist (MB 23) (83CM7) — Interest
Gwinnett Cnty Dev Auth Ctfs Partn (MB 24) (15CL7) — Interest
IRA Account 1 (Morgan Stanley, Custodian) (H)
– Morgan Stanley Bank (IRA Acct) (Cash Equivalent) (See VIII) — Interest
– Morgan Stanley Private Bank (IRA Acct) (Cash Equivalent) (See VIII) — Interest
– Invesco S&P EqualWeight (RSP) -- E — Dividend — Buy — Public
– Ishares Core S&P 500 ETF (IVV) — Dividend — Buy — Public
– IShares Cohen & Steers REIT ETF (ICF) — Dividend — Sold — Public
– IShares US Consumer Ser ETF (IYC) — Dividend
– IShares North American Tech Soft (IGV) — Dividend — Sold (part) — Public
– ISharesExpandedTech Sector (IGM) — Dividend — Sold (part)
– IShares Gold Trust (IAU) — None — Sold — Public
– IShares N. Amer Nat Res ETF (IGE) — Dividend — Buy — Public
– IShares N. Amer Nat Res ETF (IGE) — Sold — Public
– IShares NASDAQ Biotech ETF (IBB) — Dividend — Buy — Public
– IShares NASDAQ Biotech ETF (IBB) — Sold — Public
– IShares U.S. Utilities ETF (IDU) — Dividend — Sold — Public
– IShares US Aerospace & Def ETF (ITA) — Dividend — Sold — Public
– IShares US Fin Services ETF (IYG) — Dividend — Sold — Public
– IShares Phlx Semiconductor (SOXX) — Dividend — Sold (part) — Public
– IShares Russell 2000 ETF (IWM) — Dividend — Buy — Public
–Invesco QQQ Trust, Series1(QQQ) f/k/a – Powershares QQQTr (QQQ) — Dividend — Sold (part) — Public
– IShares Silver Shares (SLV) — None — Buy — Public
– IShares Silver Shares (SLV) — Sold — Public
– IShares S&P 500 Grwth ETF (IVW) — Dividend
– IShares S&P 500 VAL ETF (IVE) — Dividend
– Vanguard FTSE Emerging Markets (VWO) — Dividend — Sold — Public
– IShares Transportation Ave ETF (IYT) — Dividend — Buy — Public
– IShares U.S. Healthcare ETC (IYH) — Dividend — Buy — Public
– IShares US Energy ETF (IYE) — Dividend — Buy — Public
– IShares US Home Construct (ITB) — Dividend — Buy — Public
– IShares US Industrials ETF (IYJ) — Dividend — Buy — Public
– Federated Instl Prime Oblig Is Reinv (POIXX) — Dividend — Sold — Public
– IShares US Oil Equip & Ser ETF (IEZ) — Dividend — Buy — Public
– IShares US Oil Equip & Ser ETF (IEZ) — Buy — Public
– IShares US Oil Equip & Ser ETF (IEZ) — Sold — Public
Apartment, New York, NY — None
Adjunct Faculty (See Part VIII), Mercer University School of Law
Trustee for Beneficiary Under Will, Trust No. 1 (See VIII)
Agreement — 2008 — Thomson/Reuters, f/k/a West Services, Inc. (Publisher) and Filer, Adam M. Goodman, and W. Homer Drake, Jr. (Authors) (See Part VIII)
Agreement — 2009 — Mercer University School of Law (See Part VIII)
Income — 2020 — Thomson/Reuters (f/k/a West Services) book royalties — $4,060.00
Spouse's income — 2020 — Self-employed Math Tutoring
I. Positions
1. Mercer University School of Law; Teacher for course in bankruptcy law for 2010-2019. Filer retains adjunct status but did not teach in 2020.
2 Decedent died 12/25/14. Letters testamentary issued 1/29/15. Estate closed 2017. Decedent's will appointed filer as Trustee under Testamentary Trust No. 1
Under Will. None of filer, filer's spouse, or any dependent child of Filer or spouse (1) has any interest in principal or income of Trust; (2) receives any income
from the Trust; or (3) has any beneficial interest in the Estate or Trust. Filer, therefore, is not required to report with regard to disposition of assets or income of
Trust.
II. Agreements
1. Agreement between West Services, Inc. (now known as Thomson/Reuters) (Publisher), and Filer, Adam M. Goodman, and W. Homer Drake, Jr. (collectively,
Authors), for Authors to prepare book on chapter 13 bankruptcy law for publication by publisher (Title: Chapter 13 Practice and Procedure.) Royalties to be
divided between Filer and Goodman. Various parties signed the agreement 1/8/08, 1/9/08, 1/10/08, and 2/19/08.
2. Mercer University School of Law. Agreements to teach course on Consumer Bankruptcy Practice as adjunct faculty for Spring Semester (Jan. - May) for each
of years 2010 through 2019. No compensation; expenses to be reimbursed. Did not teach course in Spring 2020 or 2021.
VII. Investments and Trusts
General Note: In the parentheses following some assets, “MB” indicates that the asset is a municipal bond and the two digit number refers to its maturity date.
For some assets, a parenthetical also contains a reference to last four or five digits of CUSIP number and another parenthetical sometimes shows SEC number.
3. CenterState Bank Corp. (CSFL) merged with and into South State Corporation (NASDAQ:SSB). Merger included cash for fractional share.
29 Bond erroneously reported as fully redeemed on line 34 of 2019 report. Asset is thus listed on this report as still owned.
74. Parenthetical reference corrected from EK8A4 to FK8A4.
Lines 95 and 96 - Morgan Stanley Bank and Morgan Stanley Private Bank - IRA Account - IRA Custodian has utilized these accounts in past years at its discretion
to hold cash reserves in IRA account, to receive interest, dividends, or proceeds from sales of assets, to pay required fees, and to purchase investments. Accounts
occasionally have zero balances.
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.