2026-07-29T08:31:31-05:00 2025-12-31 994625061 CRI ADVISORS PLLC 7025 ALBERT PICK RD STE 300 GREENSBORO NC 27409 990PF 2025-01-01 561590100 THE ANN G AND VANN YORK FOUNDATION ANNG 3368852183 1411 MARYFIELD COURT HIGH POINT NC 27260 GREG YORK VICE PRESIDENT 3368852183 2026-07-29 1 PATRICIA L WALSH P00012605 3362729777 2026-07-29 2025 2025-03-06 01:10:19Z X 4104558 X X 603 603 26982 26982 653157 30740 653157 680742 680742 0 0 0 3500 3500 0 1363 1363 0 60 60 0 4923 4923 0 619000 619000 623923 4923 619000 56819 675819 160117 24875 49875 151680 124293 2965635 772329 931777 1089048 1084126 1080945 4104558 60000 60000 0 X 0 0 0 0 1024126 1080945 1024126 1080945 1084126 1080945 1024126 56819 0 1080945 0 1080945 SUMMARY OF WELLS FARGO LT CAPITAL GAINS/LOSSES P 2023-01-01 2025-12-31 622417 622417 CAPITAL GAINS DIVIDENDS P 30740 30740 30740 653157 9394 0 9394 0 9394 2520 0 0 0 2520 10 6884 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A ANN G YORK 3368852183 1411 MARYFIELD COURT HIGH POINT NC 27260 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN G YORK 1411 MARYFIELD COURT HIGH POINT NC 27260 PRESIDENT 1.00 0 0 0 GREG YORK 1033 ROCKFORD ROAD HIGH POINT NC 27262 V. PRESIDENT 1.00 0 0 0 LYNN Y WARASILA 116 WAVERLY FOREST LANE CHAPEL HILL NC 27516 V. PRESIDENT 1.00 0 0 0 ELIZABETH Y SCHIFF 2 FOREST HILL DRIVE CINCINNATI OH 45208 V. PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 4297410 31480 0 4328890 0 0 4328890 64933 4263957 213198 213198 9394 9394 203804 0 203804 0 203804 619000 0 619000 203804 0 0 244132 291695 9079 174378 30521 749805 619000 0 0 0 203804 415196 0 0 1165001 0 0 0 0 0 0 244132 920869 291695 9079 174378 30521 415196 ANN G YORK X DUKE DIVINITY SCHOOL 407 CHAPEL DR DURHAM NC 27708 NONE PC CHARITABLE CONTRIBUTION 10000 HIGH POINT UNIVERSITY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 NONE PC CHARITABLE CONTRIBUTION 100000 OPEN DOOR MINISTRIES 400 N CENTENNIAL ST HIGH POINT NC 27262 NONE PC CHARITABLE CONTRIBUTION 15000 UNITED WAY OF GREATER HIGH POINT 815 PHILLIPS AVE HIGH POINT NC 27262 NONE PC CHARITABLE CONTRIBUTION 10000 YMCA OF HIGH POINT PO BOX 6258 HIGH POINT NC 27262 NONE PC CHARITABLE CONTRIBUTION 25000 YWCA OF HIGH POINT 155 W WESTWOOD AVE HIGH POINT NC 27262 NONE PC CHARITABLE CONTRIBUTION 25000 ALUMNI & DEVELOPMENT RECORDS PO BOX 90581 DURHAM NC 27708 NONE PC CHARITABLE CONTRIBUTION 300000 PENNYBRYN 109 PENNY ROAD HIGH POINT NC 27260 NONE PC CHARITABLE CONTRIBUTION 34000 THEATER ART GALLERIES 400 W ENGLISH DR SUITE 151 HIGH POINT NC 27262 NONE PC CHARITABLE CONTRIBUTION 100000 619000 0 14 603 14 26982 18 653157 0 680742 0 680742 0 0 0 0 0 0 0 0 0 0 CARR, RIGGS & INGRAM 3500 3500 0 BERKSHIRE-HATHAWAY STOCK 124293 2965635 MISCELLANEOUS INVESTMENTS - BERNSTEIN AT COST 931777 1089048 FEES 60 60 0 INCOME TAXES 1363 1363 0