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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 45000 0 0 NONE 0 NONE 0 0 7800835 173999 0 7974834 0 0 7974834 119623 7855211 392761 392761 2573 2573 390188 0 390188 0 390188 356411 0 356411 390188 0 0 6574 8682 15256 356411 0 0 0 356411 0 15256 15256 0 0 0 0 0 18521 0 0 0 WILLIAM B MCGUIRE JR X ASSOCIATION OF SMALL FOUNDATIONS (EXPONENT PHILANTHROPY) 1720 N ST NW WASHINGTON DC 20036 PC TO SUPPORT CHARITABLE PROGRAMS 1295 ATRIUM HEALTH FOUNDATION 208 EAST BOULEVARD CHARLOTTE NC 28203 PC TO SUPPORT CHARITABLE PROGRAMS 52500 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 PC TO SUPPORT CHARITABLE PROGRAMS 12500 CHARLOTTE SYMPHONY ORCHESTRA 128 S TRYON ST STE 350 CHARLOTTE NC 28202 PC TO SUPPORT CHARITABLE PROGRAMS 5000 CHESTERFIELD COUNTY ANIMAL SHELTER 9300 PUBLIC WORKS RD CHESTERFIELD VA 23832 PC TO SUPPORT CHARITABLE PROGRAMS 50 CULTURAL CENTER AT OCEAN REEF 200 ANCHOR DR KEY LARGO FL 33037 PC TO SUPPORT CHARITABLE PROGRAMS 15000 DAVIDSON COLLEGE PO BOX 1385 DAVIDSON NC 28036 PC TO SUPPORT CHARITABLE PROGRAMS 15000 DOROTHY DAY SOUP KITCHEN 902 CRAWFORD RD ROCK HILL SC 29730 PC TO SUPPORT CHARITABLE PROGRAMS 150 DUKE MANSION 009 5TH AVE NEW YORK NY 10028 PC TO SUPPORT CHARITABLE PROGRAMS 5000 FIRST PRESBYTERIAN CHURCH 12 W 12TH ST NEW YORK NY 10011 PC TO SUPPORT CHARITABLE PROGRAMS 250 GIBBES MUSEUM OF ART 135 MEETING STREET CHARLESTON SC 29401 PC TO SUPPORT CHARITABLE PROGRAMS 5000 HABITAT FOR HUMANITY OF CHARLOTTE PO BOX 34397 CHARLOTTE NC 28234 PC TO SUPPORT CHARITABLE PROGRAMS 8000 LEVINE CHILDREN'S HOSPITAL 1000 BLYTHE BLVD CHARLOTTE NC 28203 PC TO SUPPORT CHARITABLE PROGRAMS 4000 MUSC STORM EYE INSTITUTE 167 ASHLEY AVENUE MUSC 676 MT PLEASANT SC 29425 PC TO SUPPORT CHARITABLE PROGRAMS 2500 MYERS PARK PRESBYTERIAN CHURCH PO BOX 6160 CHARLOTTE NC 28207 PC TO SUPPORT CHARITABLE PROGRAMS 100000 NC BLUENTHAL PERFORMING ARTS CTR 130 N TRYON ST CHARLOTTE NC 28202 PC TO SUPPORT CHARITABLE PROGRAMS 20000 OCEAN REEF MEDICAL CENTER FOUNDATION 50 BARRACUDA LANE KEY LARGO FL 33037 PC TO SUPPORT CHARITABLE PROGRAMS 5000 PCOR-UKRAINE RELIEF 100 WITHERSPOON STREET LOUISVILLE KY 40202 PC TO SUPPORT CHARITABLE PROGRAMS 10000 QUEENS UNIVERSITY OF CHARLOTTE 1900 SELWYN AVE CHARLOTTE NC 28274 PC TO SUPPORT CHARITABLE PROGRAMS 2250 ROSE HILL BAPTIST CHURCH 1001 WINSLOW RD ASHLAND KY 41102 PC TO SUPPORT CHARITABLE PROGRAMS 150 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 PC TO SUPPORT CHARITABLE PROGRAMS 2500 SPOLETO FESTIVAL USA 14 GEORGE ST CHARLESTON SC 29401 PC TO SUPPORT CHARITABLE PROGRAMS 10000 ST PAUL UNITED METHODIST CHURCH 402 N AURORA ST ITHACA NY 14850 PC TO SUPPORT CHARITABLE PROGRAMS 10150 THE KENAN FLAGLER BUSINESS SCHOOL FOUNDATION 300 KENAN CENTER DRIVE CHAPEL HILL NC 27599 PC TO SUPPORT CHARITABLE PROGRAMS 5000 THE MINT MUSEUM OF ART 2730 RANDOLPH ROAD CHARLOTTE NC 28237 PC TO SUPPORT CHARITABLE PROGRAMS 13100 THE NATURE CONSERVANCY 322 8TH AVE NEW YORK NY 10001 PC TO SUPPORT CHARITABLE PROGRAMS 7500 UNION PSCE 3401 BROOK RD RICHMOND VA 23227 PC TO SUPPORT CHARITABLE PROGRAMS 5000 316895 0 14 1114 14 189806 18 15058 LITIGATION SETTLEMENT 92 0 206070 0 206070 1 LITIGATION SETTLEMENT 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2929 1464 1465 GLOBAL FIXED INCOME - 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