Donald M. Middlebrooks
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
40
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- VII
- Lake Lucy Groves (Operations and most of assets sold - See Section VII
- Billie Moore Farms, LLC, a Georgia Limited Liability Compnay
- Northern Trust Bank
- Palm Beach County School Board - Salary
As filed
Lake Lucy Groves, Lake Cty, FL — None
Coca Cola Common Stock — Int/Div — Buy (add'l) — VII
Berkshire Hathaway Common Stock A — None
Berkshire Hathaway Common Stock B — None
Exxon Mobil Common Stock A — Int/Div — Buy (add'l)
Exxon Mobil Common Stock A — Buy (add'l)
Microsoft Corporation Common Stock — Int/Div — Sold
Johnson & Johnson Common Stock — Int/Div — Sold
I Shares MSC Emerging Markets Index Fund — Int/Div — Sold
Shares MSCI EAFE Index Fund — Int/Div — Sold (part)
Vanguard Total Stock Mkt Viper — Int/Div
US. Treasury Notes — Interest
2279279% Int. in Airport Ind. Pk. Orlando — None
Holwood, Inc — None
Citibank, N.A. Bank Deposit Program (Cash) — Interest
Northern Trust Checking Account — Interest
Google Common Stock — None — Sold
Archer Daniels Midland — Int/Div — Sold
Leucadia National — Int/Div
Billie Moore Farms, LLC — None
Pimco Total Return Fund Class A — Int/Div
Pimco All Asset All Authority — Int/Div
General Electric — Int/Div — Sold
Apple — None — Sold (part)
Apple — Sold (part)
Apple — Buy (add'l)
Apple — Buy (add'l)
Apple — Buy (add'l)
Apple — Buy (add'l)
Costco — Int/Div — Buy
Costco — Buy (add'l)
Costco — Int/Div — Buy
Costco — Buy (add'l)
Costco — Buy (add'l)
Costco — Buy (add'l)
Costco — Buy (add'l)
Daily Jounal Corp. — None — Buy
Daily Jounal Corp. — Buy (add'l)
Nestle ADR — None — Buy
Nestle ADR — Buy (add'l)
Partner (22.5% Interest), Lake Lucy Groves (Operations and most of assets sold - See Section VII
50% Owner, Billie Moore Farms, LLC, a Georgia Limited Liability Compnay
Liability — Northern Trust Bank — Loan
Spouse's income — 2012 — Palm Beach County School Board - Salary
Item Numben({From Part VII):
1 As noted 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 partership.
2. Our Coca Cola stock is set up for dividend reinvestment and also set up for automatic $250.00 contributions monthly. Because of the number of purchases, |
aggregated them into a single purchase dated 12/31/12.
13. Appraisal Date 8/6/94,
14. Previously disclosed shares in
corporation given
. Timberland in Crawfordville, GA sole asset of corporation.
20. Billie Moore Farms, LLC isa
corporation. | own 50% and
owns 50%. Its sole asset is land in Crawfordville, Georgia. 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.