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ALGER SMALL CAP 963462 963462 ALGER WEATHBIE SPEC GROWTH 1196882 1196882 BAHL & GAYNOR INCOME GROWTH 5576186 5576186 BLACKROCK 2478328 2478328 BLACKSTONE ALPHA 59580 59580 CGM MUTUAL FUND 348908 348908 DOUBLELINE 2416312 2416312 DWS COMMODITY 3744678 3744678 FIRST EAGLE 3998309 3998309 GIFT ACCOUNT 4963 4963 GOLDMAN SACHS 2669696 2669696 GQG PARTNERS EMERGING MKTS 995570 995570 HOTCHKIS & WILEY 936858 936858 ISHARES 2426231 2426231 JP MORGAN 2882754 2882754 LEGACY FUND-GOV BONDS 5380317 5380317 LEGACY FUND-INSTITUTIONAL 530169 530169 OPPENHEIMER 843396 843396 UNDISCOVERED 2256406 2256406 VANGUARD MID CAP ETF 3204326 3204326 VANGUARD R1000V 2898993 2898993 VIRTUS 3667824 3667824 LEGAL 18884 0 16953 DEPOSITS 28773 20786 20756 DEFERRED LEASING 187200 104000 104000 INVESTMENTS HELD IN TRUST 8794686 7215207 7215207 UNREALIZED LOSS ON INVESTMENTS 10466549 ADVERTISING 5813 0 5813 HOSPICE EXPENSES 6628 0 4920 INFORMATION TECHNOLOGY 47294 0 54907 INSURANCE 14534 0 15265 OFFICE EXPENSE 26199 0 25810 OTHER EXPENSES 6811 0 7283 TRUST LOSS -1474252 -1474252 OTHER BOOK REVENUE 52496 52496 AMOUNT HELD FOR OTHERS 412380 386393 INVESTMENT FEES 277224 166972 21740 CONSULTANTS 101593 8172 93576 BETTY CARTER FORT GRIEG TRUST 4910 MASSACHUSETTS AVE NW SUITE 215 WASHINGTON DC 20016 CORA C GRANNIS TRUST 10440 LITTLE PATUXENT PARKWAY COLUMBIA MD 21044 LIGHT OF HEALING HOPE FOUNDATION 2801 NEW MEXICO AVE NW SUITE 1224 WASHINGTON DC 20007 PAYROLL TAX 51315 0 50960 EXCISE TAX 75767 0 0