2016-05-13T10:43:28-05:00 2015-12-31 620788068 PURYEAR HAMILTON HAUSMAN & WOOD PLC 1000 CORPORATE CENTRE DRIVE SUITE FRANKLIN TN 37067 990PF 2015-01-01 621355032 PATRICIA AND RODES HART FOUNDATION PATR 6153705801 3001 HILLSBORO ROAD BRENTWOOD TN 37027 H RODES HART TRUSTEE 6152594222 2016-05-10 true RONALD WOOD P00082166 6157713600 2016-05-13 2015 2016-12-15 16:53:06Z X 501968 X 1061239 834 834 3808 3808 -65492 2122795 1000389 4642 2775 5091 5091 337 287 8203 5378 0 3324255 3324255 3332458 5378 3324255 -2332069 0 1226004 400777 400777 1614258 107416 101191 2840262 508193 501968 0 X 2840262 508193 2840262 508193 2840262 508193 2840262 -2332069 508193 508193 SEE ATTACHED DETAIL P 180320 194314 -13994 -13994 SEE ATTACHED DETAIL P 1368881 1435409 -66528 -66528 395 SH AETNA INC P 2015-12-04 2015-12-07 41052 41082 -30 -30 1,050 SH APPLE INC P 2015-12-04 2015-12-07 125252 123039 2213 2213 835 SH CVS HEALTH CORP P 2015-12-04 2015-12-07 80230 78845 1385 1385 975 SH CITIGROUP INC P 2015-12-04 2015-12-07 53283 53064 219 219 3,362 SH KDDI CORP P 2015-12-04 2015-12-07 40610 41571 -961 -961 1,670 SH PANDORA A/S P 2015-12-04 2015-12-07 51549 51937 -388 -388 365 SH TEHRMO FISHER SCIENTIFIC P 2015-12-04 2015-12-07 49415 49372 43 43 379 SH ACE LIMITED P 2015-12-04 2015-12-07 44447 43960 487 487 520 SH AVAGO TECHONOLOGIES P 2015-12-04 2015-12-07 76882 75694 1188 1188 -65492 -9838 false 2842858 3668012 0.775041 1757370 1400637 1.254693 2326997 868737 2.678598 1647970 123181 13.378443 2251627 103094 21.840524 39.927299 7.985460 1944249 15525723 15525723 3324255 0 2656 2656 2656 2656 false false false false false false false true true TN true false true false false true N/A H RODES HART 6153705801 3001 HILLSBORO ROAD BRENTWOOD TN 37027 false false false false false false false false false false false false false false false false false false false 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 NONE N/A 513828 1460029 0 1973857 1973857 29608 1944249 97212 97212 97212 97212 97212 3324255 3324255 3324255 97212 2246476 1641815 2263587 1687375 2662113 10501366 3324255 97212 3227043 13728409 0 2246476 11481933 1641815 2263587 1687375 2662113 3227043 RODES PATRICIA HART X ALIVE HOSPICE 1718 PATTERSON STREET NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 1500 AMERICAN FRIENDS OF THE PRESERVATIO PO BOX 814 DOVER MA 02030 NONE PUB. CHARITY DONATION 25000 AMERICAN RED CROSS 2201 CHARLOTTE AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 2500 ASPCA 424 E 92ND STREET NEW YORK NY 10128 NONE PUB. CHARITY DONATION 500 ASPEN MUSIC FESTIVAL SC 225 MUSIC SCHOOL ROAD ASPEN CO 81611 NONE PUB. CHARITY DONATION 10000 AUGSBURG COLLEGE 2211 RIVERSIDE AVENUE MINNEAPOLIS MN 55454 NONE PUB. CHARITY DONATION 25000 BRIDGES PO BOX 1592 FRANKLIN TN 37065 NONE PUB. CHARITY DONATION 5000 CASA 100 WEST HARRISON STREET NORTH TOWER SUITE 500 SEATTLE WA 98119 NONE PUB. CHARITY DONATION 25000 CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 3500 COUNCIL ON AGING 95 WHITE BRIDGE ROAD SUITE 114 NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 500 CURREY INGRAM FUND 6544 MURRAY LANE BRENTWOOD TN 37027 NONE PUB. CHARITY DONATION 1100 DAYSTAR MINISTRIES 2801 AZALEA PLACE NASHVILLE TN 37204 NONE PUB. CHARITY DONATION 51000 DISCOVERY PLACE INC 1635 SPENCER MILL ROAD BURNS TN 37029 NONE PUB. CHARITY DONATION 25000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FL NEW YORK NY 10001 NONE PUB. CHARITY DONATION 1000 FIFTY FORWARD 174 RAINS AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 266500 FIRST PRESBYTERIAN CHURCH 4815 FRANKLIN ROAD NASHVILLE TN 37220 NONE PUB. CHARITY DONATION 26000 FRATERNAL ORDER OF POLICE 440 WELSHWOOD DRIVE NASHVILLE TN 37211 NONE PUB. CHARITY DONATION 400 FRIENDS OF WARNER PARKS 50 VAUGHN ROAD NASHVILLE TN 37221 NONE PUB. CHARITY DONATION 1000 HARPETH RIVER WATERSHED ASSOCIATION 215 JAMESTOWN PARK ROAD BRENTWOOD TN 37027 NONE PUB. CHARITY DONATION 5000 MARCH OF DIMES 1101 KERMIT DR SUITE 201 NASHVILLE TN 37214 NONE PUB. CHARITY DONATION 750 MENDING HEARTS PO BOX 280236 NASHVILLE TN 37228 NONE PUB. CHARITY DONATION 10000 METROPOLITAN MUSEUM 1000 FIFTH AVENUE NEW YORK NY 10028 NONE PUB. CHARITY DONATION 403750 MY FRIEND'S HOUSE 626 EASTVIEW CIRCLE FRANKLIN TN 37064 NONE PUB. CHARITY DONATION 5000 NASHVILLE FIREFIGHTERS ASSOC 100 ARLINGTON AVENUE NASHVILLE TN 37210 NONE PUB. CHARITY DONATION 30 NASHVILLE HUMANE SOCIETY 213 OCEOLA AVENUE NASHVILLE TN 37209 NONE PUB. CHARITY DONATION 1000 NASHVILLE OPERA 3622 REDMON STREET NASHVILLE TN 37209 NONE PUB. CHARITY DONATION 50000 NASHVILLE PUBLIC TELEVISION 161 RAINS AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 500 NASHVILLE SYMPHONY 1 SYMPHONY PLACE NASHVILLE TN 37201 NONE PUB. CHARITY DONATION 20000 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 03833 NONE PUB. CHARITY DONATION 65000 SADDLE UP 1549 OLD HILLSBORO ROAD FRANKLIN TN 37069 NONE PUB. CHARITY DONATION 1000 SECOND HARVEST FOOD BANK 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 NONE PUB. CHARITY DONATION 50000 SPECIAL OLYMPICS TENNESSEE 461 CRAIGHEAD STREET NASHVILLE TN 37204 NONE PUB. CHARITY DONATION 250 ST GEORGE'S 4715 HARDING ROAD NASHVILLE TN 37205 NONE PUB. CHARITY DONATION 250 STARS 1704 CHARLOTTE AVENUE NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 52150 TENNESSEE CHAMBER CHORUS 5 ACORN LANE NE CLEVELAND TN 37312 NONE PUB. CHARITY DONATION 5000 THE FRIST CENTER 919 BROADWAY NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 12500 THE METROPOLITAN OPERA 30 LINCOLN CENTER NEW YORK NY 10023 NONE PUB. CHARITY DONATION 32500 THE NASHVILLE ZOO 3777 NOLENSVILLE ROAD NASHVILLE TN 37211 NONE PUB. CHARITY DONATION 1030000 THE RETREAT 1221 WAYZATA BLVD E WAYZATA MN 55391 NONE PUB. CHARITY DONATION 12500 THE SALVATION ARMY 631 DICKERSON PIKE NASHVILLE TN 37207 NONE PUB. CHARITY DONATION 1000 THE SMITHSONIAN PO BOX 37012 WASHINGTON DC 20013 NONE PUB. CHARITY DONATION 1000 TENNESSEE SHERIFF'S ASSOCIATION 145 SOUTH COLLEGE STREET LEBANON TN 37087 NONE PUB. CHARITY DONATION 25 TENNESSEE SPORTS HALL OF FAME 501 BROADWAY NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 500 UNITED WAY OF WILLIAMSON 209 GOTHIC COURT STE 107 FRANKLIN TN 37067 NONE PUB. CHARITY DONATION 50050 VANDERBILT -VARIOUS 2301 VANDERBILT PLACE NASHVILLE TN 37240 NONE PUB. CHARITY DONATION 1017500 WO SMITH MUSIC SCHOOL 1125 8TH AVENUE SOUTH NASHVILLE TN 37203 NONE PUB. CHARITY DONATION 25000 WALDEN'S PUDDLE PO BOX 641 JOELTON TN 37080 NONE PUB. CHARITY DONATION 500 YOUTH VILLAGES 3310 PERIMETER HILL DRIVE NASHVILLE TN 37211 NONE PUB. CHARITY DONATION 1000 3324255 14 834 14 3808 14 -65492 -60850 -60850 false false false false false false false false false false X X 1 RODES PATRICIA HART 3001 HILLSBORO ROAD BRENTWOOD TN 37027 1061239 X X 1 395 SH AETNA INC 41082 2015-12-04 1 520 SH AVAGO TECHNOLOGIES 75694 2015-12-04 1 1,050 SH APPLE INC 123039 2015-12-04 1 1,670 SH PANDORA A/S ADR 51937 2015-12-04 1 975 SH CITIGROUP INC 53064 2015-12-04 1 379 SH ACE LIMITED 43960 2015-12-04 1 835 SH CVS HEALTH CORP 78845 2015-12-04 1 365 SH THERMO FISHER SCIENTIFIC 49372 2015-12-04 1 3,362 SH KDDI CORP ADR 41571 2015-12-04 TAX PREPARATION 2775 26,772.346 SHS OW FIXED INCOME FUND AT COST 18,491.069 SHS OW LARGE CAP CORE FD AT COST 37,912.259 SHS OW LARGE CAP STRATEGI AT COST 14,710.149 SHS OW SMALL & MID CAP AT COST 28,732.960 SHS OW STRATEGIC OPPTYS AT COST 4,859.611 SHS OW REAL RETURN FUND AT COST 1,150.214 SHS OW FIXED INCOME FUND AT COST 12927 12778 1,459.486 SHS OW LARGE CAP CORE FD AT COST 22081 19338 2,788.238 SHS OW LARGE CAP STRATEGIE AT COST 35211 34769 977.318 SHS OW SMALL & MID CAP FUND AT COST 16639 14542 2,726.179 SHS OW STRATEGIC OPPTYS FU AT COST 20558 19764 EXPENSES INVESTMENT FEES 287 287 WIRE FEES 50 RODES PATRICIA HART 3001 HILLSBORO ROAD BRENTWOOD TN 37027 TAX ON INVESTMENT INCOME 5091 5091