2025-07-14T11:40:44+00:00 2024-12-31 440160260 Forvis Mazars LLP 4161 Piedmont Parkway Suite 310 Greensboro NC 27410 990PF 2024-01-01 273790469 Michael Family Foundation Inc MICH 3367245921 2104 Peters Creek Parkway Winston Salem NC 27127 Chester A Michael III President 3367245921 2025-07-14 true true David Vogler P00187735 3368895156 2024-05-15 2024 2025-03-06 01:10:19Z X 7396069 X 361837 131296 131296 300336 3035206 300336 0 0 0 0 0 0 793469 431632 0 0 0 0 0 0 0 0 0 0 0 0 0 1572 1572 0 0 0 0 0 34763 34763 0 0 36335 36335 0 0 75000 75000 111335 36335 0 75000 682134 395297 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 89438 164030 164030 4807650 5112297 7232039 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4897088 5276327 7396069 0 0 0 0 0 0 X 4897088 5276327 4897088 5276327 4897088 5276327 4897088 682134 0 5579222 302895 5276327 aberdeen standard physical p etf P 96123 100423 -4300 0 -4300 gqg part emerg mkts eq-inst P 2024-06-27 2024-11-07 119891 125000 -5109 0 -5109 cohen & steers pr sec&inc-f #6639 P 2023-03-31 2024-02-16 159375 149403 9972 0 9972 crowdstrike holdings inc P 2024-02-16 2024-03-05 44266 49727 -5461 0 -5461 walt disney co P 2024-03-05 2024-06-27 112143 125213 -13070 0 -13070 exxon mobil corporation P 2023-03-30 2024-02-16 93775 98469 -4694 0 -4694 grainger w w inc P 2024-06-27 121787 124991 -3204 0 -3204 ishares china large-cap etf P 2024-11-07 81034 60315 20719 0 20719 eli lilly & co com P 2024-01-17 2024-11-21 59968 50253 9715 0 9715 palo alto networks inc P 2024-02-26 2024-03-05 46833 49887 -3054 0 -3054 tesla inc P 2023-11-02 2024-01-17 107467 109127 -1660 0 -1660 aberdeen emerg markets-inst 5840 P 2024-01-18 142920 196972 -54052 0 -54052 acushnet holdings corp P 2023-02-03 2380 1787 593 0 593 alphabet inc cl c P 2018-03-22 2024-03-05 152158 61303 90855 0 90855 amazon com inc com P 153108 78177 74931 0 74931 apple inc P 2018-08-27 176404 54645 121759 0 121759 atrion corp P 2023-02-03 2024-08-22 2300 3500 -1200 0 -1200 dodge & cox income fd com 147 P 2024-02-16 463426 510000 -46574 0 -46574 emcor group inc com P 2023-02-03 37656 12680 24976 0 24976 eli lilly & co com P 2023-05-04 2024-11-21 174658 99515 75143 0 75143 manhattan assoicates inc com P 2023-02-03 12481 7478 5003 0 5003 vanguard totl bd mkt indx - adm 584 P 2024-11-08 675054 722912 -47858 0 -47858 Long Term Capital Gain Distributions 56906 56906 0 56906 300336 5495 0 5495 5495 6544 0 6500 13044 7549 7549 0 false false false 0 0 false false false false true true NC true false false false false true N/A Thomas L Paulson 3367245921 2104 Peters Creek Parkway Winston Salem NC 27127 false false false false false false false false false false false false false false false false false false false false false Chester A Michael III 2104 Peters Creek Parkway Winston Salem NC 27127 President 0.000 0 0 Teresa T Michael 2104 Peters Creek Parkway Winston Salem NC 27127 Vice President 0.000 0 0 Thomas L Paulson 2104 Peters Creek Parkway Winston Salem NC 27127 Secretary 0.000 0 0 0 0 6661802 0 0 6661802 0 6661802 99927 6561875 328094 328094 5495 5495 322599 322599 322599 75000 0 0 75000 322599 0 2020 0 318181 219757 22631 247086 0 807655 75000 0 0 0 75000 0 247599 247599 560056 0 0 0 0 0 70582 489474 219757 22631 247086 0 0 Chester A Michael III President NONE X Make A Wish 6522 Airport Center Drive Greensboro NC 27409 PC Operations 10000 Forsyth Tech Foundation 2100 Silas Creek Parkway Winston Salem NC 27103 PC Operations 5000 Macedonia United Methodist Church PO Box 190 Southmon NC 27351 PC Operations 25000 United Way of Forsyth County 100 North Main street Winston Salem NC 27101 PC Operations 10000 Trellis Supportive Care 101 Hospice Lane Winston Salem NC 27103 PC Operations 10000 Feed NC 275 South Broad Street Mooresville NC 27101 PC Operations 10000 Hospice & Palliative Care of Iredell County 1325 Mecklenburg Highway Mooresville NC 28115 PC Operations 5000 75000 0 0 14 131296 0 0 18 300336 0 0 431632 0 431632 false false false false false false false false false false X X 1 Chester & Teresa Michael PO Box 5657 Winston Salem NC 27113 361837 X 1 6602.87 Shs EDGEWOOD GROWTH INSTL FUND (EGFIX) 361837 2024-12-06 ABERDEEN EMERGING MARKETS INSTITUTIONAL ACUSHNET HOLDINGS CORP 14224 19405 ALPHABET INC 61715 219006 AMAZON INC 127953 345539 AMERICAN EXPRESS CO 124976 172138 APPLE INC 48202 225378 ARTISAN PARTNERS ASSET MANAGEMENT 9329 10978 ASPEN TECHNOLOGY INC 7026 8987 ATRION CORP BANCFIRST CORP 7275 9843 CLEARWATER ANALYTICS HOLDINGS INC 7465 10733 COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND INC CLASS F #6639 CORVEL CORP 14042 24366 DODGE & COX INCOME RD COM #147 DODGE & COX INTERNATIONAL STOCK FUND #1048 132282 151321 DONALDSON CO INC 4547 4849 EDGEWOOD GROWTH INSTL #2131 58943 292639 ELI LILLY & CO COM EMCOR GROUP INC COM 9820 22695 EXXON MOBIL CORPORATION FACTSET RESH SYSTEM INC COM 11372 12487 FIRST HAWAIIAN INC 13229 13338 FTI CONSULTING INC COM 23623 25038 GRACO INC 13220 15172 GRAINGER W W INC 59872 52702 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS #201 120799 131979 HENRY JACK & ASSOCIATES INC COM 5920 5960 ISHARES CORE MSCI EAFE ETF 216594 233048 ISHARES CORE S&P 500 EFT 897456 1466402 ISHARES MSCI JAPAN ETF 97560 100650 ISHARES PREFERRED AND INCOME 301788 285790 ISHARES RUSSELL 2000 ETF 149934 140089 ISHARES RUSSELL MID-CAP ETFF 335953 391612 JPMORGAN CHASE & CO 48950 47942 K FORCE INC 5483 4933 KADANT INC 12084 17594 LANDSTAR SYSTEM INC COM 19096 18217 LCI INDUSTRIES 9145 7961 MANHATTAN ASSOCIATES INC COM 9428 13512 META PLATFRMS INC 93107 263480 MICROSOFT CORP 99712 170708 MOELIS & CO 11715 18692 NVIDIA CORP 89789 167863 PALO ALTO NETWORKS INC 72602 72784 PIMCO INCOME FUND CLASS INS #1821 600000 601143 PRIMERICA INC 18234 28228 RBC BEARINGS INC 12638 15256 RIGHTMOVE PLC 11726 13186 RLI CORPORATION COM 8486 10549 RTX CORP 124435 165480 SIMPSON MFG INC COM 21190 28357 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 300376 297150 SPDR S&P REGIONAL BANKING ETF 51304 45262 STEPSTONE PRIVATE MARKETS CLASS 250000 304384 TESLA, INC 88256 161536 TORO CO 25036 20986 TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN FUND CLASS INST USD INC 224129 311501 UFP INDUSTRIES INC 12805 14081 VANGUARD TOTAL BOND MARKET INDEX-ADMIRAL 0 WATTS WATER TECHNOLOGIES INC 17452 19110 164030 164030 0 0 Contribution of Edgewood Gth Inst stock recorded at donor cost on bal. sheet and FMV on page 1 302895 Investment Fees 34763 34763 Foreign Taxes 1572 1572