2025-09-17T08:34:49-05:00 2025-01-31 994625061 CRI ADVISORS PLLC 7025 ALBERT PICK RD STE 300 GREENSBORO NC 27409 990PF 2024-02-01 566290640 TRUST UW PERRY MEMORIAL SCHOLARSHIP 0451 PERR 3368813600 PO BOX 2778 HIGH POINT NC 27261 PINNACLE BANK TRUSTEE 3368813600 2025-09-17 1 1 PATRICIA L WALSH P00012605 3362729777 2025-09-17 2024 2025-03-06 01:10:19Z X X 509307 X X 3817 3817 12374 12374 24779 160886 24779 40970 40970 0 0 0 3949 3949 0 3949 3949 0 14100 14100 18049 3949 14100 22921 37021 502 46147 46147 410645 158045 233627 0 229876 229533 411147 434068 509307 0 0 X 0 0 0 0 411147 434068 411147 434068 411147 434068 411147 22921 0 434068 0 434068 ISHARES EDGE MSCI MIN VOL P 2022-09-30 2024-12-05 19132 13693 5439 5439 ISHARES EDGE MSCI MIN VOL P 2024-04-03 2024-12-05 14724 13019 1705 1705 FRANKLIN TEMPLETON P 2024-04-03 2024-10-24 57562 57500 62 62 BANK OF AMERICA SHORT TERM P 2023-07-21 2024-03-07 2943 2634 309 309 BANK OF AMERICA LONG TERM P 2023-01-31 2024-03-07 63604 49073 14531 14531 COMMON TRUST FUND - P 2024-03-15 188 -188 -188 COMMON TRUST FUND - P 2024-03-15 2921 2921 2921 24779 515 0 515 0 515 0 0 0 0 0 9 524 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A PINNACLE BANK 3368813600 PO BOX 2278 HIGH POINT NC 27261 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PINNACLE BANK PO BOX 2278 HIGH POINT NC 27261 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 469368 23325 0 492693 0 0 492693 7390 485303 24265 24265 515 515 23750 0 23750 0 23750 14100 0 14100 23750 3547 0 0 14100 3547 0 0 10553 0 0 0 0 0 0 0 0 13197 0 0 0 PINNACLE BANK PO BOX 2278 HIGH POINT NC 27261 3368813600 NO FORMAL APPLICATION REQUIRED; HOWEVER ALL REQUESTS MUST BE SUBMITTED IN WRITING. NONE SCHOLARSHIP AWARDS ARE LIMITED TO STUDENTS WISHING TO ATTEND ANY OF THESE THREE DESIGNATED COLLEGES: KING COLLEGE IN BRISTOL TN LEES MCCRAE COLLEGE IN BANNER ELK NC MONTREAT COLLEGE IN MONTREAT NC KING UNIVERSITY 1350 KING COLLEGE ROAD BRISTOL TN 37620 NONE PUBLIC CHARITY ANNUAL SCHOLARSHIP GRANTS 4700 LEES MCRAE COLLEGE PO BOX 128 BANNER ELK NC 28604 NONE PUBLIC CHARITY ANNUAL SCHOLARHSIP AWARDS 4700 MONTREAT COLLEGE PO BOX 1267 MONTREAT NC 28757 NONE PUBLIC CHARITY ANNUAL SCHOLARSHIP AWARDS 4700 14100 0 14 3817 14 12374 18 24779 0 40970 0 40970 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 3949 3949 0 INVESTMENTS - FIXED INCOME 229876 229533 INVESTMENTS - EQUITIES 158045 233627