2024-05-15T08:01:33-05:00 2023-12-31 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990PF 2023-01-01 831392394 MEREDITH SLANE FINCH MICHENER FOUNDATION INC MERE 3366882839 1204 WESTWOOD AVE HIGH POINT NC 27262 SUMNER SLANE FINCH TREASURER 3366882839 2024-05-08 1 SUMNER SLANE FINCH XXX-XX-XXXX 1 REGINA PETRANGELI P01330458 3362944494 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2438875 X X 64224 63269 43515 257780 43515 276 276 108015 107060 0 0 0 4660 4660 0 659 0 0 6071 6020 0 11390 10680 0 100000 100000 111390 10680 100000 -3375 96380 523888 269697 269697 1245425 1496241 2169178 1769313 1765938 2438875 0 0 X 0 0 0 0 1769313 1765938 1769313 1765938 1769313 1765938 1769313 -3375 0 1765938 0 1765938 CAPITAL GAIN DIVIDENDS 18716 18716 18716 4001.213 SHARES BROOKFIELD GL LISTED 2023-05-04 43653 55001 -11348 -11348 3011.8 SHARES MATTHEWS PACIFIC TIGER 2023-12-18 54484 84159 -29675 -29675 7692.308 SHARES T ROWE PR INST FLTNG RT 2021-03-22 2023-03-21 70615 75000 -4385 -4385 460 SHARES ABBVIE INC 1974-03-15 2023-12-18 70312 105 70207 70207 43515 1340 0 1340 0 1340 2436 0 0 0 2436 0 1096 1096 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A SUMNER FINCH 3366882839 1204 WESTWOOD AVE HIGH POINT NC 27262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEREDITH SLANE PERSON 339 CEDAR CLUB CIRCLE UNIT 309 CHAPEL HILL NC 27517 PRESIDENT 0.00 0 0 0 MEREDITH KEMPTON FINCH 340 S OCEAN BLVD APT 4D PALM BEACH FL 33480 VICE PRESIDENT 0.00 0 0 0 SUMNER SLANE FINCH 1204 W WESTWOOD AVE HIGH POINT NC 27262 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1764708 598324 0 2363032 0 0 2363032 35445 2327587 116379 116379 1340 1340 115039 0 115039 0 115039 100000 0 100000 115039 99210 0 0 100000 99210 0 0 790 0 0 0 0 0 0 0 0 114249 0 0 0 MEREDITH SLANE PERSON X BOYS & GIRLS CLUB OF GREATER HIGH POINT 1619 WEST WARD AVENUE HIGH POINT NC 27260 N/A PC ESTABLISHING OPPORTUNITIES AND ACTIVITIES FOR THE CHILDREN OF HIGH POINT. 9000 HIGH POINT MUSEUM PO BOX 230 HIGH POINT NC 272610230 N/A PC SUPPORT THE MISSION OF SHARING GREATER HIGH POINT'S HISTORY, EXPLORING THE POWER OF MEMORY, AND STRENGTHENING THE SENSE OF COMMUNITY. 1000 LINVILLE FOUNDATION PO BOX 99 LINVILLE NC 28646 N/A PC PROVIDING FINANCIAL SUPPORT FOR STUDENTS PURSUING COLLEGIATE EDUCATION 10000 OPPORTUNITY INC 4171 WESTGATE AVENUE WEST PALM BEACH FL 33409 N/A PC SUPPORT OF MISSION TO PROVIDE HIGH QUALITY EDUCATION TO CHILDREN AND EMPOWER CHILDREN OF WORKING FAMILIES TO ACHIEVE ACADEMIC AND LIFE SUCCESS 30000 THE CROSSNORE SCHOOL PO BOX 249 CROSSNORE NC 28616 N/A PC SUPPORT OF SCHOOL'S MISSION TO PROVIDE STUDENTS WITH A HIGH-QUALITY EDUCATION AND INSPIRE LEARNING 9000 WESLEY MEMORIAL UNITED METHODIST CHURCH - FEEDING LISA'S KIDS 1225 CHESTNUT DRIVE HIGH POINT NC 27262 N/A PC PROVIDING FOOD FOR THOSE IN NEED. 5000 THE ART GALLERY AT CONGDON YARDS 400 W ENGLISH RD SUITE 151 HIGH POINT NC 27262 N/A PC PROVIDING ART EXHIBITS, EVENTS, AND EDUCATIONAL OPPORTUNITIES. 20000 JACK THE BIKE MAN 420 CLAREMORE DR WEST PALM BEACH FL 33401 N/A PC PROVIDING BICYCLES FOR THOSE IN NEED. 8500 AMERICAN CANCER SOCIETY 270 PEACHTREE ST NW SUITE 1300 ATLANTA GA 30303 N/A PC TO HELP THE ADVANCEMENT OF RESEARCH ON A CURE AND TREATMENT FOR CANCER. 7500 100000 0 14 64224 18 43515 OTHER INCOME 14 276 0 108015 0 108015 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4660 4660 0 SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSMEREDITH SLANE FINCH MICHENER FOUNDATIONEIN: 83-13923941204 WESTWOOD AVENUEHIGH POINT, NC 27262FOR TAX YEAR ENDING 12/31/2022PERSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR(S) ENDING:2020 $44,348 VANGUARD SHORT TERM INVESTMENT 225717 211951 JOHN HANCOCK SMALL CAP CLASS I 106237 103694 JOHN HANCOCK FUNDS III 85641 89141 CIBC ATLAS ALL CAP GROWTH FUND INST 93325 116913 CIBC ATLAS DISCIPLINED EQUITY FUND INST 274368 357765 FIDELITY 500 INDEX FUND 0 312114 TWEEDY BROWNE GLOBAL VALUE FUND #1 126028 128608 CHAMPLAIN MID CAP FUND - INS #1355 108236 123387 CIBC ATLAS INCOME OPPORTUNITIES FUND INST 118163 143402 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO - INST #1243 38398 37396 US TREASURY BILL ZERO 13 JUN 2024 194965 195426 MFS INSTITUTIONAL TRUST-MFS INTERNATIONAL EQUITY FUND 125000 125495 LOWES COS INC COMMON STOCK 19 82344 ABBOTT LABORATORIES COMMON STOCK 144 75398 JOHNSON & JOHNSON COMMON STOCK 0 66144 ADVISORY FEES 6020 6020 0 MISCELLANEOUS EXPENSE 51 0 0 OTHER INCOME 276 276 276 FOREIGN WITHHOLDING TAXES 659 0 0