2020-07-09T13:27:36-05:00 2019-12-31 620788068 PURYEAR & NOONAN CPAS 40 BURTON HILLS BLVD STE 170 NASHVILLE TN 37215 990PF 2019-01-01 621355032 PATRICIA AND RODES HART FOUNDATION PATR 6152594222 3001 HILLSBORO ROAD BRENTWOOD TN 37027 RODES HART TRUSTEE 6153705801 2020-07-06 1 RONALD WOOD CPA P00082166 6152960500 2020-07-06 64.88.174.3 2020-07-06 14:44:06 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 675AE691E6DB223C2D9E646FD1EBCD91D86EBBD3 2019 2021-04-22 16:20:28Z X 569444 X 503825 2090 2090 6131 7387 6131 512046 8221 0 0 0 3850 0 0 253 253 0 4103 253 0 837345 837345 841448 253 837345 -329402 7968 740397 404300 404300 129306 136001 165144 869703 540301 569444 0 0 X 0 0 0 0 869703 540301 869703 540301 869703 540301 869703 -329402 0 540301 0 540301 79.491 SHS OW ALL CAP CORE FD P 2014-07-01 2019-09-20 1500 1256 244 244 CAPITAL GAINS DIVIDENDS P 5887 5887 5887 6131 0 919694 553240 1.662378 6079258 639544 9.505613 3589538 711980 5.041628 3324255 1944249 1.709789 2842858 3668012 0.775041 18.694449 3.738890 526310 1967815 80 1967895 837345 159 0 159 0 159 2403 0 0 2403 0 2244 2244 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 1 0 0 1 N/A H RODES HART 6153705801 3001 HILLSBORO ROAD BRENTWOOD TN 37027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA I HART 3001 HILLSBORO ROAD BRENTWOOD TN 37027 TRUSTEE 1.00 0 0 0 H RODES HART 3001 HILLSBORO ROAD BRENTWOOD TN 37027 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 156615 377710 0 534325 0 0 534325 8015 526310 26316 26316 159 159 26157 0 26157 0 26157 837345 0 837345 0 837345 26157 0 0 2662113 3227043 3553979 6047380 892166 16382681 837345 0 0 0 26157 811188 0 0 17193869 0 0 0 0 0 0 2662113 14531756 3227043 3553979 6047380 892166 811188 PATRICIA I HART H RODES HART X ABE'S GARDEN 115 WOODMONT BLVD NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 2500 AMERICAN FRIENDS OF THE CZECH REPUB 4410 MASSACHUSETTS AVE NW WASHINGTON DC 20016 NONE PUB. CHARITY DONATION 10000 AMERICAN RED CROSS 2201 CHARLOTTE AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 1000 ASPCA 424 E 92ND STREET NEW YORK NY 10128 NONE PUB. CHARITY DONATION 500 BELLE MEADE COUNTRY CLUB-EMPLOYEE FUND 815 BELLE MEADE BLVD NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 750 BRIDGES PO BOX 1592 FRANKLIN TN 37065 NONE PUB. CHARITY DONATION 1000 CENTERSTONE 44 VANTAGE WAY NASHVILLE TN 37228 NONE PUB. CHARITY DONATION 1000 COUNCIL ON AGING 95 WHITE BRIDGE ROAD NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 5000 DAYSTAR MINISTRIES 2801 AZALEA PLACE NASHVILLE TN 37204 NONE PUB. CHARITY DONATION 20000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FL NEW YORK NY 10001 NONE PUB. CHARITY DONATION 1750 FAITH FAMILY MEDICAL CENTER 326 21ST AVENUE NORTH NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 6000 FIFTY FORWARD 174 RAINS AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 69220 FRATERNAL ORDER OF POLICE 440 WELSHWOOD DRIVE NASHVILLE TN 37211 NONE PUB. CHARITY DONATION 150 INTERFAITH DENTAL CLINIC 1721 PATTERSON STREET NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 500 MARCH OF DIMES 1101 KERMIT DR SUITE 201 NASHVILLE TN 37214 NONE PUB. CHARITY DONATION 1000 MCNEILLY CENTER FOR CHILDREN 100 MERIDIAN STREET NASHVILLE TN 37207 NONE PUB. CHARITY DONATION 1000 MENDING HEARTS 4305 ALBION STREET NASHVILLE TN 37209 NONE PUB. CHARITY DONATION 100 MY FRIEND'S HOUSE 626 EASTVIEW CIRCLE FRANKLIN TN 37064 NONE PUB. CHARITY DONATION 500 NASHVILLE COACHING COALITION 4721 TROUSDALE DRIVE NASHVILLE TN 37220 NONE PUB. CHARITY DONATION 20000 NASHVILLE HUMANE SOCIETY 213 OCEOLA AVENUE NASHVILLE TN 37209 NONE PUB. CHARITY DONATION 1000 NASHVILLE PUBLIC RADIO 630 MAINSTREAM DRIVE NASHVILLE TN 37228 NONE PUB. CHARITY DONATION 600 NASHVILLE PUBLIC TELEVISION 161 RAINS AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 500 NASHVILLE RESCUE MISSION 639 LAFAYETTE STREET NASHVILLE TN 372034226 NONE PUB. CHARITY DONATION 1000 NASHVILLE SYMPHONY 1 SYMPHONY PLACE NASHVILLE TN 37201 NONE PUB. CHARITY DONATION 20000 PLANNED PARENTHOOD 412 DR DB TODD JR BLVD NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 500 ROOM IN THE INN 705 DREXEL ST NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 1000 SECOND HARVEST FOOD BANK 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 NONE PUB. CHARITY DONATION 41000 SEXUAL ASSAULT CENTER 101 FRENCH LANDING DR NASHVILLE TN 37228 NONE PUB. CHARITY DONATION 1000 SPECIAL OLYMPICS TENNESSEE 461 CRAIGHEAD STREET NASHVILLE TN 37204 NONE PUB. CHARITY DONATION 500 STARS 1704 CHARLOTTE AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 15500 THE NASHVILLE ZOO 3777 NOLENSVILLE ROAD NASHVILLE TN 37211 NONE PUB. CHARITY DONATION 250000 THE RETREAT 1221 WAYZATA BLVD E WAYZATA MN 55391 NONE PUB. CHARITY DONATION 37500 UNITED WAY OF WILLIAMSON 209 GOTHIC COURT STE 107 FRANKLIN TN 37067 NONE PUB. CHARITY DONATION 50000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 200242126 NONE PUB. CHARITY DONATION 500 VANDERBILT -VARIOUS 2301 VANDERBILT PLACE NASHVILLE TN 37240 NONE PUB. CHARITY DONATION 210000 CURREY INGRAM ACADEMY 6544 MURRAY LN BRENTWOOD TN 37027 NONE PUB. CHARITY DONATION 20000 ENSWORTH SCHOOL 211 ENSWORTH AVENUE NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 5000 HARPETH CONSERVANCY 215 JAMESTOWN PARK RD 101 BRENTWOOD TN 37027 NONE PUB. CHARITY DONATION 5000 LEADERSHIP NASHVILLE 222 SECOND AVENUE NASHVILLE TN 37201 NONE PUB. CHARITY DONATION 500 MUSIC FOR SENIORS 161 RAINS AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 2500 NASHVILLE OPERA ASSOCIATION INC 3622 REDMON STREET NASHVILLE TN 37209 NONE PUB. CHARITY DONATION 10000 PARK CENTER 186 NORTH 1ST STREET NASHVILLE TN 37213 NONE PUB. CHARITY DONATION 1500 CHEEKWOOD ESTATE & GARDENS 1200 FORREST PARK DRIVE NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 3775 THE LAND TRUST FOR TENNESSEE PO BOX 41027 NASHVILLE TN 37204 NONE PUB. CHARITY DONATION 250 THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE 3833 CLEGHORN AVE 400 NASHVILLE TN 37215 NONE PUB. CHARITY DONATION 5000 THE SALVATION ARMY PO BOX 78518 NASHVILLE TN 37207 NONE PUB. CHARITY DONATION 10000 HEALTHY TENNESSEE PO BOX 21062 NASHVILLE TN 37221 NONE PUB. CHARITY DONATION 1000 FRIENDS OF WARNER PARKS 50 VAUGHN RD NASHVILLE TN 37221 NONE PUB. CHARITY DONATION 250 837345 0 14 14 2090 18 6131 0 8221 0 8221 0 0 0 0 0 0 0 0 0 0 X X 1 RODES AND PATRICIA HART 3001 HILLSBORO ROAD BRENTWOOD TN 37027 503825 X TAX PREPARATION 3850 0 0 2,874.011 SHS OW FIXED INCOME FUND AT COST 32304 32620 3,845.651 SHS OW LARGE CAP STRATEGIES AT COST 34781 57953 1,263.511 SHS OW SMALL & MIDCAP STRA AT COST 20615 19685 1980.481 SHS OW ALL CAP CORE FD AT COST 30075 36480 2,434.684 SHS OW STRATEGIC OPPTYS FD AT COST 18226 18406 INVESTMENT FEES 253 253 0 RODES PATRICIA HART 3001 HILLSBORO ROAD BRENTWOOD TN 37027