2025-11-17T13:48:30-06:00 2024-12-31 994625061 CRI ADVISORS PLLC 7025 ALBERT PICK RD STE 300 GREENSBORO NC 27409 990PF 2024-01-01 566125766 THOMAS HENRY WILSON & FAMILY FOUNDATION C/O BARBARA BULLIN THOM 3368692022 150 WYNDHAM COURT HIGH POINT NC 27265 ANNE WILSON PAYNE TRUSTEE 3368692022 2025-11-10 1 1 PATRICIA L WALSH P00012605 3362729777 2025-11-10 2024 2025-03-06 01:10:19Z X 2689694 X 233522 5 5 28050 28050 123940 211764 123940 385517 151995 0 0 0 1425 1425 0 2261 2261 0 23247 23247 0 26933 26933 0 101000 101000 127933 26933 101000 257584 125062 61363 80740 80740 1172624 1382806 1948785 632144 660169 660169 1866131 2123715 2689694 0 0 X 0 0 0 0 1866131 2123715 1866131 2123715 1866131 2123715 1866131 257584 0 2123715 0 2123715 ALPHABET INC CAP STK P 2021-12-20 2024-05-01 1503 1267 236 236 ALPHABET INC CAP STK P 2021-12-20 2024-05-02 1507 1267 240 240 ALPHABET INC CAP STK P 2021-12-20 2024-05-30 2264 1830 434 434 BERKSHIRE HATHAWAY I B NEW P 2020-12-08 2024-12-10 12009 5925 6084 6084 BERKSHIRE HATHAWAY I B NEW P 2020-01-07 2024-12-10 30484 15031 15453 15453 BERKSHIRE HATHAWAY I B NEW P 2019-02-06 2024-12-10 18475 8332 10143 10143 JP MORGAN CHASE & CO P 2020-12-08 2024-05-02 3061 1940 1121 1121 JP MORGAN CHASE & CO P 2020-05-08 2024-05-02 191 95 96 96 JP MORGAN CHASE & CO P 2020-05-08 2024-05-09 9440 4540 4900 4900 JP MORGAN CHASE & CO P 2020-04-21 2024-05-09 1377 633 744 744 JP MORGAN CHASE & CO P 2020-04-21 2024-05-30 4584 2079 2505 2505 JP MORGAN CHASE & CO P 2024-12-10 2024-12-10 16560 9312 7248 7248 MICROSOFT CORP COM P 2020-07-31 2024-12-10 15530 7161 8369 8369 NETFILIX INC COM P 2024-01-24 2022-04-08 3298 2144 1154 1154 NETFILIX INC COM P 2024-01-26 2022-04-08 4598 2859 1739 1739 NETFILIX INC COM P 2024-06-17 2022-04-08 2709 1429 1280 1280 NETFILIX INC COM P 2024-06-17 2023-04-21 12866 6181 6685 6685 NETFILIX INC COM P 2024-09-19 2023-04-21 705 325 380 380 NETFILIX INC COM P 2024-09-19 2022-10-20 2821 1086 1735 1735 NETFILIX INC COM P 2024-11-21 2022-10-20 8096 2443 5653 5653 NETFILIX INC COM P 2024-12-10 2022-10-20 12814 3800 9014 9014 NETFILIX INC COM P 2024-12-10 2022-09-19 11899 3127 8772 8772 PINNACLE EQUITY GAIN P 2024-01-01 2024-12-31 34973 34973 34973 PINNACLE EQUITY GAIN P 2024-01-01 2024-12-31 5018 -5018 -5018 123940 1738 0 1738 0 1738 2198 0 0 0 2198 0 460 460 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A BARBARA BULLIN 3368692022 150 WYNDHAM CT HIGH POINT NC 27265 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE WILSON PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 COMMITTEE MEMBER/TRUSTEE 5.00 0 0 0 BARBARA BULLIN 150 WYNDHAM CT HIGH POINT NC 27265 AGENT 5.00 0 0 0 NONE 0 NONE 0 0 2436272 64156 0 2500428 0 0 2500428 37506 2462922 123146 123146 1738 1738 121408 0 121408 0 121408 101000 0 101000 121408 50560 0 0 101000 50560 0 0 50440 0 0 0 0 0 0 0 0 70968 0 0 0 X ALEXANDER CHILDREN'S HOME 6220 THERMAL RD CHARLOTTE NC 28211 NONE NC CHARITABLE CONTRIBUTION 15000 DILWORTH CENTER 2240 PARK ROAD CHARLOTTE NC 28203 NONE PC CHARITABLE CONTRIBUTION 26000 MYERS PARK PRESBYTERIAN CHURCH 2501 OXFORD PL CHARLOTTE NC 28207 NONE PC CHARITABLE CONTRIBUTION 7500 ROOF ABOVE PO BOX 31335 CHARLOTTE NC 28231 NONE NC CHARITABLE CONTRIBUTION 52500 101000 0 14 5 14 28050 18 123940 0 151995 0 151995 0 0 0 0 0 0 0 0 0 0 X X 1 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 26166 X 2 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 19991 X 3 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 9902 X 4 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 11351 X 5 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 63475 X 6 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 26115 X 7 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 33724 X 8 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 26350 X 9 ANNE W PAYNE 2624 BEVERWYCK ROAD CHARLOTTE NC 28211 16448 X 1 110 ROYAL CARIBBEAN GROUP 26166 2024-12-23 2 102 SHS ALPHABET INC 19991 2024-12-23 3 100 SHS COHERENT CORP 9902 2024-12-23 4 65 SHS DYCOM INDS INC 11351 2024-12-23 5 120 SHS MASTERCARD INC CL A 63475 2024-12-23 6 60 SHS MICROSOFT CORP 26115 2024-12-23 7 37 SHS NETFILIX INC 33724 2024-12-23 8 140 SHS PALO ALTO NETWORK INC 26351 2024-12-23 9 23 SHS REGENERON PHARMACEUTICALS INC. 16448 2024-12-23 BOOKKEEPING 1425 1425 0 THIS FOUNDATION IS MAKING A CHOICE TO APPLY THE JUNE 2020 DISTRIBUTION AGAINST THE 2017 AMD 2018 UNDISTRIBUTED INCOME. STOCKS AND MUTUAL FUNDS 1382806 1948785 PINNACLE EQUITY FUND AT COST 660169 660169 PORTFOLIO DEDUCTIONS 7159 7159 0 OTHER FEES 16088 16088 0 FOREIGN TAXES PAID 2261 2261 0