WILLIAM B MCGUIRE JR FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM B MCGUIRE JR FAMILY FOUNDATION (EIN 56-1988052)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202411209349100941
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T13:34:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561988052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B MCGUIRE JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7043732880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E MOREHEAD STREET 275 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLINE M WINSLETT | PersonNm |
| Person Title | DIRECTOR - VICE PRESIDENT | PersonTitleTxt |
| Phone | 7043732880 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLINE | PersonFirstNm |
| Person Last | WINSLETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 7043329100 | PhoneNum |
| Preparation | 2024-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,132,426 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,026 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,026 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,201,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,220 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $313,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $313,245 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,297 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $599 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $356 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $356 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $359,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,481 | CashBOYAmt |
| Cash EOY | $115,096 | CashEOYAmt |
| Cash EOYFMV | $115,096 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,101,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,993,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,212,291 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $754,815 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $836,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $805,039 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,992,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,944,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,132,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,992,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,944,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,992,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,944,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,992,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,944,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,992,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,946,820 | SubtotalAmt |
| Other Decreases | $2,116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,944,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,201,100 | $1,094,498 | $106,602 | $106,602 | |
| CAPITAL GAINS DIVIDENDS | $618 | $618 | $618 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,662 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,662 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,592 | OverpaymentAmt |
| Applied To ES Tax | $1,592 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM B MCGUIRE | IndividualWithBooksNm |
| Phone | 7043732880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E MOREHEAD ST 275 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B MCGUIRE JR | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - CHAIRMAN | 1.00 | $0 | $0 | $0 |
| SUSANNE H MCGUIRE | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM H MCGUIRE | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROLINE M WINSLETT | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - VICE PRESIDENT | 10.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,034,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,173,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,173,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,066,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,070 | TotalTaxAmt |
| Distributable Before Adj | $349,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $349,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $349,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,905 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,905 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,521 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,905 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,521 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $320,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $28,864 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM B MCGUIRE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BONEFISH & TARPON TRUST | ||||||
| 2937 SW 27TH AVE SUITE 203 | MIAMI | FL | 33133 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| CHARLOTTE COUNTRY DAY SCHOOL | ||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | PC | TO SUPPORT CHARITABLE PROGRAMS | $12,500 |
| CHARLOTTE SYMPHONY ORCHESTRA | ||||||
| 128 S TRYON ST STE 350 | CHARLOTTE | NC | 28202 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| CHRIST CHURCH KINDERGARTEN | ||||||
| 15354 OLD HICKORY BOULEVARD | NASHVILLE | TN | 37211 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| DAVIDSON COLLEGE | ||||||
| PO BOX 1385 | DAVIDSON | NC | 28036 | PC | TO SUPPORT CHARITABLE PROGRAMS | $15,000 |
| EXPONENT PHILANTHROPY | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | TO SUPPORT CHARITABLE PROGRAMS | $1,315 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 12 W 12TH ST | NEW YORK | NY | 10011 | PC | TO SUPPORT CHARITABLE PROGRAMS | $200 |
| GIBBES MUSEUM OF ART | ||||||
| 135 MEETING STREET | CHARLESTON | SC | 29401 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| HABITAT FOR HUMANITY OF CHARLOTTE | ||||||
| PO BOX 34397 | CHARLOTTE | NC | 28234 | PC | TO SUPPORT CHARITABLE PROGRAMS | $8,000 |
| HAWAII COMMUNITY FOUNDATION | ||||||
| 33 LONO AVENUE | KAHULUI | HI | 96732 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| LEVINE CHILDREN'S HOSPITAL | ||||||
| 1000 BLYTHE BLVD | CHARLOTTE | NC | 28203 | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,500 |
| LLS NC-SOUTHEAST | ||||||
| PO BOX 22443 | NEW YORK | NY | 10087 | PC | TO SUPPORT CHARITABLE PROGRAMS | $1,000 |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | ||||||
| 18 BEE ST | CHARLESTON | SC | 29425 | PC | TO SUPPORT CHARITABLE PROGRAMS | $2,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | TO SUPPORT CHARITABLE PROGRAMS | $2,500 |
| MEMORY & MOVEMENT CHARLOTTE | ||||||
| 11 BILLINGSLEY RD STE 103 | CHARLOTTE | NC | 28211 | PC | TO SUPPORT CHARITABLE PROGRAMS | $200 |
| MINT MUSEUM | ||||||
| 500 SOUTH TRYON STREET | CHARLOTTE | NC | 28202 | PC | TO SUPPORT CHARITABLE PROGRAMS | $10,000 |
| MYERS PARK PRESBYTERIAN CHURCH | ||||||
| PO BOX 6160 | CHARLOTTE | NC | 28207 | PC | TO SUPPORT CHARITABLE PROGRAMS | $100,100 |
| NC BLUENTHAL PERFORMING ARTS CTR | ||||||
| 130 N TRYON ST | CHARLOTTE | NC | 28202 | PC | TO SUPPORT CHARITABLE PROGRAMS | $20,000 |
| OCEAN REEF CHAPEL FOUNDATION | ||||||
| 32 OCEAN REEF DR | KEY LARGO | FL | 33037 | PC | TO SUPPORT CHARITABLE PROGRAMS | $10,000 |
| OCEAN REEF CULTURAL CENTER | ||||||
| 32 OCEAN REEF DR | KEY LARGO | FL | 33037 | PC | TO SUPPORT CHARITABLE PROGRAMS | $15,000 |
| OCEAN REEF MEDICAL CENTER FOUNDATION | ||||||
| 50 BARRACUDA LANE | KEY LARGO | FL | 33037 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| SPOLETO FESTIVAL USA | ||||||
| 14 GEORGE ST | CHARLESTON | SC | 29401 | PC | TO SUPPORT CHARITABLE PROGRAMS | $11,130 |
| ST PAUL UNITED METHODIST CHURCH | ||||||
| 402 N AURORA ST | ITHACA | NY | 14850 | PC | TO SUPPORT CHARITABLE PROGRAMS | $8,250 |
| THE KENAN FLAGLER BUSINESS SCHOOL FOUNDATION | ||||||
| 300 KENAN CENTER DRIVE | CHAPEL HILL | NC | 27599 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| THE LYNNWOOD FOUNDATION | ||||||
| 400 HERMITAGE RD | CHARLOTTE | NC | 28207 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| THE MINT MUSEUM OF ART | ||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28237 | PC | TO SUPPORT CHARITABLE PROGRAMS | $900 |
| THE NATURE CONSERVANCY | ||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,500 |
| UNION PSCE | ||||||
| 3401 BROOK RD | RICHMOND | VA | 23227 | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 |
| WARDS FOUNDATION | ||||||
| PO BOX 1553 | ALTOONA | PA | 16601 | PC | TO SUPPORT CHARITABLE PROGRAMS | $19,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,095 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,026 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,220 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $313,875 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $313,875 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,930 | Amt |
| Net Investment Income | $1,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,465 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBAL FIXED INCOME - JP MORGAN | $14,783 | $11,086 |
| US FIXED INCOME - JP MORGAN | $821,562 | $793,953 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAMDEN PROPERTY TRUST | $802,563 | $2,978,700 |
| EAFE EQUITY - JP MORGAN | $171,681 | $190,311 |
| EMERGING MARKET EQUITY - JP MORGAN | $9,431 | $12,892 |
| EMERGING MARKET EQUITY - JP MORGAN | $198,515 | $182,268 |
| EUROPEAN LARGE CAP EQUITY - JP MORGAN | $125,815 | $129,706 |
| GLOBAL EQUITY - JP MORGAN | $27,785 | $25,924 |
| JAPANESE LARGE CAP EQUITY - JP MORGAN | $92,684 | $99,240 |
| NON-US EQUITY - JP MORGAN | $75,548 | $117,361 |
| US LARGE CAP EQUITY - JP MORGAN | $719,405 | $1,314,020 |
| US LARGE CAP EQUITY - JP MORGAN | $738,382 | $1,087,870 |
| US MID CAP EQUITY - JP MORGAN | $31,454 | $73,999 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2,116 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $2,466 | $0 | $2,466 |
| OFFICE EXPENSES | $2,174 | $0 | $2,174 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $195 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $1,197 | $598 | $599 |
| INVESTMENT MANAGEMENT FEES | $6,699 | $6,699 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $415 | Amt |
| Net Investment Income | $415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments