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14 248184 18 166036 414411 414411 false false false false false false false false false false X X 1 Heyward Gibbes Pelham Testamentary c/o William Pelham PO Box 8698 Greenville SC 29604 2134590 X William H Pelham *Removed from position February 2016. AMG MANAGERS PICTET INTERNATIO 615885 618027 BROWN ADVISORY WMC JAPAN ALPHA 373145 322382 CAPITAL PRIVATE CLIENT SVCS FD 432435 416880 DODGE & COX FUNDS INTERNATIONA 861274 875386 DODGE & COX INCOME FUND 303152 299299 DOUBLELINE TOTAL RETURN BOND 345000 329872 GOLDMAN SACHS STRATEGIC INC IN 116883 117004 ISHARES JP MORGAN 356615 337714 ISHARES TRUST MSCI EAFE INDEX 1240202 1272081 ISHARES TRUST RUSSELL 1000 GRO 199636 351415 ISHARES TRUST RUSSELL MIDCAP I 599720 948495 JP MORGAN US LARGE CAP CORE PL 390545 409982 JPM ACCESS MULTI-STRAT FUND II 2349999 2231381 JPMORGAN GLOBAL RESEARCH ENHAN 1413004 1531605 JPMORGAN TR I US EQT FD INST 389842 476347 NEUBERGER BERMAN HIGH INC BOND 360468 397979 PIMCO HIGH YIELD FUND P 337684 355011 PRIMECAP ODYSSEY STOCK FUND 704637 1039227 SPDR S&P 500 ETF TRUST 3104238 3821692 VANGUARD TOTAL BOND MARKET IND 816918 790207 General Consultations 906 906 Administrative Fees 63590 63590 Investment Management Services 33160 33160 990-PF Estimated Tax for 2016 2800 990-PF Extension for 2015 2841