2026-03-17T10:26:11-05:00 2025-12-31 994625061 CRI ADVISORS PLLC 7025 ALBERT PICK RD STE 300 GREENSBORO NC 27409 990PF 2025-01-01 562042058 THE WILSON FAMILY FOUNDATION WILS 3368813600 PO BOX 2278 HIGH POINT NC 27261 DEANNE EBEL TRUSTEE 3368813600 2026-03-16 1 PATRICIA L WALSH P00012605 3362729777 2026-03-16 2025 2025-03-06 01:10:19Z X 57059704 X X 1558606 1558606 629622 6182974 629622 4490 0 2192718 2188228 0 0 0 4700 4700 0 171551 171551 0 172447 172447 0 348698 348698 0 3022000 3022000 3370698 348698 3022000 -1177980 1839530 1040156 2418222 2418222 21869911 19313865 54641482 22910067 21732087 57059704 0 0 X 0 0 0 0 22910067 21732087 22910067 21732087 22910067 21732087 22910067 -1177980 0 21732087 0 21732087 MUTUAL FUNDS SHORT TERM P 2025-01-01 2025-12-31 2999538 2999538 0 0 MUTUAL FUNDS LONG TERM P 2025-01-01 2025-12-31 3098633 2553814 544819 544819 CAPITAL GAINS DIVIDENDS P 84803 84803 84803 629622 25569 0 25569 0 25569 61000 0 0 0 61000 X 38 35393 35393 0 0 0 0 0 0 0 0 0 0 0 1 1 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ATLANTA GA 30318 NONE PC CHARITABLE CONTRIBUTION 30000 CHILDREN'S HEALTHCARE OF ATLANTA 3395 NORTHEAST EXPRESSWAY STE 100 ATLANTA GA 30341 NONE PC CHARITABLE CONTRIBUTION 35000 CHILDREN'S HOPE ALLIANCE PO BOX 1 BARIUM SPRINGS NC 28010 NONE PC CHARITABLE CONTRIBUTION 20000 CHILDREN'S LEARNING CENTER PO BOX 4100 JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 10000 CITY OF REFUGE INC C/O DEVELOPMENT OFFICE 1300 JOSEPH E BOONE BLVD NW ATLANTA GA 30314 NONE PC CHARITABLE CONTRIBUTION 20000 COMMUNITIES IN SCHOOL OF CALDWELL COUNTY INC 313 RIDGE ST NW LENIOR NC 28645 NONE PC CHARITABLE CONTRIBUTION 15000 COVENANT HOUSE PO BOX 100620 ANCHORAGE AK 995100620 NONE PC CHARITABLE CONTRIBUTION 10000 CUMBERLAND RIVER COMPACT INC 35 PEABODY STREET 305 NASHVILLE TN 37210 NONE PC CHARITABLE CONTRIBUTION 10000 CURESEARCH FOR CHILDRENS CANCER 4600 EAST-WEST HIGHWAY BETHESDA MD 20814 NONE PC CHARITABLE CONTRIBUTION 15000 DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 NONE PC CHARITABLE CONTRIBUTION 100000 DARTMOUTH 14 ENGINEERING DRIVE HANOVER NH 03755 NONE PC CHARITABLE CONTRIBUTION 1000 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 NONE PC CHARITABLE CONTRIBUTION 1000 DENISON UNIVERSITY PO BOX 716 GRANVILLE OH 43023 NONE PC CHARITABLE CONTRIBUTION 1000 DENVER CHANCELLOR'S FUND C/O DENVER UNIVERSITY OF COLORADO FDN PO BOX 17126 DENVER CO 80217 NONE PC CHARITABLE CONTRIBUTION 1000 DIAMOND ALUMNI FOUNDATION 205 E DIMOND BLVD 593 ANCHORAGE AK 99515 NONE PC CHARITABLE CONTRIBUTION 2500 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 NONE PC CHARITABLE CONTRIBUTION 50000 DOWNTOWN DRIGGS COMMUNITY ASSOCIATION PO BOX 1286 DRIGGS ID 83422 NONE PC CHARITABLE CONTRIBUTION 10000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 NONE PC CHARITABLE CONTRIBUTION 16000 EMORY UNIVERSITY-SCHOOL OF LAW 1301 CLIFTON ROAD ATLANTA GA 30322 NONE PC CHARITABLE CONTRIBUTION 1000 ENGINEERS WITHOUT BORDERS USA INC 1031 33RD ST STE 210 DENVER CO 80205 NONE PC CHARITABLE CONTRIBUTION 10000 FOOD BANK OF ALASKA 2121 SPAR AVENUE ANCHORAGE AK 99501 NONE PC CHARITABLE CONTRIBUTION 100000 FOOD BANK OF WYOMING 5150 RESEARVE DRIVE EVANSVILLE WY 82636 NONE PC CHARITABLE CONTRIBUTION 50000 FOOTHILLS CONSERVANCY OF NORTH CAROLINA PO BOX 3023 MORGANTON NC 28680 NONE PC CHARITABLE CONTRIBUTION 10000 FORT DEFIANCE INC PO BOX 686 LENOIR NC 28645 NONE PC CHARITABLE CONTRIBUTION 5000 FRIENDS OF PAC PO BOX 2195 PINEDALE WY 82941 NONE PC CHARITABLE CONTRIBUTION 15000 GEORGIA LEGAL SERVICES PROGRAM INC 104 MARIETTA ST SW STE 250 ATLANTA GA 303032743 NONE PC CHARITABLE CONTRIBUTION 25000 GIRDWOOD INC PO BOX 1102 GIRDWOOD AK 99587 NONE PC CHARITABLE CONTRIBUTION 75000 GIRDWOOD NORDIC SKI CLUB PO BOX 337 GIRDWOOD AK 99587 NONE PC CHARITABLE CONTRIBUTION 12500 GLOBAL HEALTH ACTION INC 1190 WEST DRUID HILLS DRIVE NE STE 145 ATLANTA GA 30329 NONE PC CHARITABLE CONTRIBUTION 5000 GOOD SAMARITAN HEALTH CENTER 1015 DONALD LEE HOLLOWELL PARKWAY ATLANTA GA 30318 NONE PC CHARITABLE CONTRIBUTION 50000 GORDIE CENTER PO BOX 800139 CHARLOTTESVILLE VA 22908 NONE PC CHARITABLE CONTRIBUTION 10000 GREAT LAND TRUST PO BOX 101272 ANCHORAGE AK 99510 NONE PC CHARITABLE CONTRIBUTION 5000 HABITAT FOR HUMANITY ANCHORAGE 1057 W FIREWEED LANE STE 103 ANCHORAGE AK 99503 NONE PC CHARITABLE CONTRIBUTION 10000 HABITAT FOR HUMANITY IN ATLANTA INC 824 MEMORIAL DR SE ATLANTA GA 30316 NONE PC CHARITABLE CONTRIBUTION 10000 HABITAT FOR HUMANITY OF CALDWELL COUNTY PO BOX 1341 LENIOR NC 28645 NONE PC CHARITABLE CONTRIBUTION 10000 HABITAT FOR HUMANITY OF THE GREATER TETON AREA PO BOX 4197 JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 20000 HARPETH CONSERVANCY 215 JAMESTOWN PARK STE 101 BRENTWOOD TN 37027 NONE PC CHARITABLE CONTRIBUTION 10000 HARVARD 124 MT AUBURN ST CAMBRIDGE MA 02138 NONE PC CHARITABLE CONTRIBUTION 1000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 NONE PC CHARITABLE CONTRIBUTION 10000 HELPING HANDS CLINIC 810 HARPER AVE NW LENIOR NC 28645 NONE PC CHARITABLE CONTRIBUTION 10000 JACKSON HOLE CHILDREN'S MUSEUM PO BOX 995 JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 50000 JAMES C HARPER SCHOOL OF PERFORMING ARTS PO BOX 390 LENOIR NC 28645 NONE PC CHARITABLE CONTRIBUTION 10000 KENT PLACE SCHOOL 42 NORWOOD AVENUE SUMMIT NJ 07902 NONE PC CHARITABLE CONTRIBUTION 1000 LA LECHE LEAGUE INTERNATIONAL 110 HORIZON DRIVE STE 210 RALEIGH NC 27615 NONE PC CHARITABLE CONTRIBUTION 5000 LAAMISTAD INC 3434 ROSWELL RD NE ATLANTA GA 30305 NONE PC CHARITABLE CONTRIBUTION 20000 LEES MCRAE COLLEGE PO BOX 128 BANNER ELK NC 28604 NONE PC CHARITABLE CONTRIBUTION 1000 LENOIR SOUP KITCHEN PO BOX 1054 LENOIR NC 28645 NONE PC CHARITABLE CONTRIBUTION 10000 MERCY CARE FOUNDATION INC 5134 PEACHTREE ROAD CHAMBLEE GA 30341 NONE PC CHARITABLE CONTRIBUTION 50000 MOSAIC HEALTH CENTER 3700 MARKET STREET BUILDING B CLARKSTON GA 30021 NONE PC CHARITABLE CONTRIBUTION 50000 MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVE 5TH FLOOR NORWALK CT 06851 NONE PC CHARITABLE CONTRIBUITON 15000 NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN 699 PRINCE ST ALEXANDRIA VA 22314 NONE PC CHARITABLE CONTRIBUTION 5000 NATIONAL MUSEUM OF WILDLIFE ART PO BOX 6825 JACKSON WY 83002 NONE PC CHARITABLE CONTRIBUTION 15000 NATURE CONSERVANCY 715 L STREET STE 100 ANCHORAGE AK 99502 NONE PC CHARITABLE CONTRIBUTION 25000 NORDIC SKI ASSOCIATION OF ANCHORAGE 203 W 15TH AVE 204 ANCHORAGE AL 99501 NONE PC CHARITABLE CONTRIBUTION 10000 OCEANA INC 1025 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20036 NONE PC CHARITABLE CONTRIBUTION 5000 ONE22 INC 180 S WILLOW STREET JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 25000 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 217059942 NONE PC CHARITABLE CONTRIBUTION 15000 PAW'S OF JACKSON HOLE PO BOX 13033 JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 30000 PINEDALE FINE ARTS COUNCIL PO BOX 1586 PINEDALE WY 82941 NONE PC CHARITABLE CONTRIBUTION 5000 PINGRY CORPORATION 131 MARTINSVILLE RD BASKING RIDGE NJ 079202709 NONE PC CHARITABLE CONTRIBUTION 1000 PRESBYTERIAN CHURCH OF JACKSON HOLE PO BOX 7530 JACKSON WY 83002 NONE PC CHARITABLE CONTRIBUTION 80000 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 085435357 NONE PC CHARITABLE CONTRIBUTION 1000 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 NONE PC CHARITABLE CONTRIBUTION 50000 PROSTATE CANCER RESEARCH INSTITUTE 300 CORPORATE POINTE SUITE 383 CULVER CITY CA 90230 NONE PC CHARITABLE CONTRIBUTION 50000 PROVIDENCE ALASKA FOUNDATION PO BOX 196604 ANCHORAGE AK 99519 NONE PC CHARITABLE CONTRIBUTION 75000 SHELTER HOME OF CALDWELL COUNTY PO BOX 426 LENOIR NC 28645 NONE PC CHARITABLE CONTRIBUTION 10000 SNAKE RIVER FUND PO BOX 7033 JACKSON WY 83002 NONE PC CHARITABLE CONTRIBUTION 10000 ST JOHN'S HOSPITAL FOUNDATION PO BOX 428 JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 30000 ST ANDREWS PRESBYTERIAN COLLEGE 1700 DOGWOOD MILE LAURINBURG NC 28352 NONE PC CHARITABLE CONTRIBUTION 1000 SUBLETTE COUNTY HEALTH FOUNDATION PO BOX 627 PINEDALE WY 82941 NONE PC CHARITABLE CONTRIBUTION 150000 TENNESSEE RIVERKEEPER INC PO BOX 2594 DECATUR AL 35602 NONE PC CHARITABLE CONTRIBUTION 10000 TETON LITERACY CENTER PO BOX 465 JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 60000 TETON YOUTH & FAMILY SERVICES PO BOX 2631 JACKSON WY 83001 NONE PC CHARITABLE CONTRIBUTION 10000 THE CARTER CENTER 453 FREEDOM PKWY ATLANTA GA 30307 NONE PC CHARITABLE CONTRIBUTION 100000 THE CONSERVATION FUND 1655 N FORT MYER DRIVE STE 1300 ARLINGTON VA 22209 NONE PC CHARITABLE CONTRIBUTION 25000 THE MADERIA SCHOOL INC 8328 GEORGETOWN PIKE MCCLEAN VA 22102 NONE PC CHARITABLE CONTRIBUTION 1000 TROUT UNLIMITED 1777 N KENT STREET STE 100 ARLINGTON VA 22209 NONE PC CHARITABLE CONTRIBUTION 50000 UNC HEALTH FOUNDATION 123 W FRANKLIN STREET STE 510 CHAPEL HILL NC 27516 NONE PC CHARITABLE CONTRIBUTION 200000 UNION PRESBYTRIAN SEMINARY 3401 BROOK ROAD RICHMOND VA 23227 NONE PC CHARITABLE CONTRIBUTION 1000 UNITED METHODIST COMMITTEE ON RELIEF 458 PONCE DE LEON AVE NE ATLANTA GA 30308 NONE PC CHARITABLE CONTRIBUTION 50000 UNIVERSITY OF ALASKA FOUNDATION 1815 BRAGAW ST ANCHORAGE AK 99508 NONE PC CHARITABLE CONTRIBUTION 35000 UNIVERSITY OF DENVER STURM COLLEGE OF LAW PO BOX 910585 DENVER CO 802910585 NONE PC CHARITABLE CONTRIBUTION 1000 US FUND FOR UNICEF 1447 PEACHTREE ST NE ATLANTA GA 30309 NONE PC CHARITABLE CONTRIBUTION 150000 VANDERBILT UNIVERSITY - OWEN SCHOOL OF MANAGEMENT PMB 407727 2301 VANDERBILT PLACE NASHVILLE TN 37240 NONE PC CHARITABLE CONTRIBUTION 1000 VANDERBILT UNIVERSITY PMB 407727 2301 VANDERBILT PLACE NASHVILLE TN 37240 NONE PC CHARITABLE CONTRIBUTION 1000 WELLESLEY COLLEGE 106 CENTRAL ST WELLESLEY MA 02481 NONE PC CHARITABLE CONTRIBUTION 1000 WESTMINSTER SCHOOLS INC 1424 WEST PACES FERRY ROAD NW ATLANTA GA 30327 NONE PC CHARITABLE CONTRIBUTION 1000 WILLIAMS COLLEGE 75 PARK STREET WILLIAMSTOWN MA 01267 NONE PC CHARITABLE CONTRIBUTION 1000 WOODBERRY FOREST SCHOOL 402 WOODBERRY STATION WOODBERRY FOREST VA 22989 NONE PC CHARITABLE CONTRIBUTION 1000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC CHARITABLE CONTRIBUTION 30000 WORLD FOOD PROGRAM USA 1725 I STREET NW STE 510 WASHINGTON DC 20006 NONE PC CHARITABLE CONTRIBUTION 25000 WYOMING COMMUNITY FOUNDATION 1472 NORTH FIFTH STREET STE 201 LARAMIE WY 82072 NONE PC CHARITABLE CONTRIBUTION 30000 YOKEFELLOW OF CALDWELL COUNTY 202 HARPER AVE LENIOR NC 28645 NONE PC CHARITABLE CONTRIBUTION 10000 3022000 0 14 1558606 18 629622 TAX REFUND 900099 4490 4490 2188228 0 2192718 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4700 4700 0 CORPORATE STOCK INVESTMENTS 19313865 54641482 TAX REFUND 4490 0 4490 MANAGEMENT FEES 171551 171551 0 FOREIGN TAX 8915 8915 0 TAXES 163532 163532 0