2021-07-23T09:37:42-05:00 2019-12-31 221478099 COHNREZNICK LLP 525 NORTH TRYON STREET CHARLOTTE NC 28202 990PF 2019-01-01 561988052 WILLIAM B MCGUIRE JR FAMILY FOUNDATION WILL 7043732880 309 E MOREHEAD STREET NO 275 CHARLOTTE NC 28202 WILLIAM B MCGUIRE JR CHAIRMAN 7043732880 2021-07-22 1 LORI ROTHE YOKOBOSKY CPA P01273422 7043329100 2021-07-20 2019 2022-09-23 18:48:47Z X X 7269035 X X 1041 1041 161495 160808 168207 952773 168207 998 998 0 331741 331054 0 0 0 0 0 2500 1250 0 1250 115 115 0 0 20076 1524 0 0 22969 22219 0 0 45660 25108 0 1250 330345 330345 376005 25108 0 331595 -44264 305946 0 174703 128202 46379 802563 802563 3183000 3121460 3113626 4039656 4098726 4044391 7269035 0 0 X 0 0 0 0 4098726 4044391 4098726 4044391 4098726 4044391 4098726 -44264 0 4054462 10071 4044391 UBS - PUBLICLY TRADED SECURITIES P 125531 111185 14346 14346 UBS - PUBLICLY TRADED SECURITIES P 268919 232614 36305 36305 JP MORGAN - PUBLICLY TRADED SECURITIES P 104735 101937 2798 2798 JP MORGAN - PUBLICLY TRADED SECURITIES P 453588 388377 65211 65211 CAMDEN PROPERTIES P 13402 13402 CAPITAL GAIN DIVIDENDS P 36145 36145 168207 17144 0 311258 6265563 0.049678 321114 6238795 0.051471 275575 5807895 0.047448 275200 5724593 0.048073 294696 5913188 0.049837 0.246507 0.049301 6981393 344190 3059 347249 331595 6119 0 6119 0 6119 10960 0 0 10960 0 4841 4841 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A WILLIAM B MCGUIRE 7043732880 309 E MOREHEAD ST 275 CHARLOTTE NC 28202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 MOLLY L MCGUIRE 309 E MOREHEAD STREET SUITE 275 CHARLOTTE NC 28202 DIRECTOR - SECRETARY 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 1.00 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 6881683 206026 0 7087709 0 0 7087709 106316 6981393 349070 349070 6119 6119 342951 0 342951 0 342951 331595 0 331595 0 331595 342951 0 0 8997 8933 17930 331595 0 0 0 331595 0 11356 11356 6574 0 0 0 0 0 0 0 6574 6574 WILLIAM B MCGUIRE JR X ATRIUM HEALTH FOUNDATION 208 EAST BLVD CHARLOTTE NC 28203 NONE PC TO SUPPORT CHARITABLE PROGRAMS 5000 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 NONE PC TO SUPPORT CHARITABLE PROGRAMS 112500 CHARLOTTE SYMPHONY ORCHESTRA CHARLOTTE PLAZA SUITE 110 201 S COLLEGE STREET CHARLOTTE NC 28244 NONE PC TO SUPPORT CHARITABLE PROGRAMS 5000 DAVIDSON COLLEGE PO BOX 1385 DAVIDSON NC 28036 NONE PC TO SUPPORT CHARITABLE PROGRAMS 15000 DOWD YMCA 400 E MOREHEAD STREET CHARLOTTE NC 28202 NONE PC TO SUPPORT CHARITABLE PROGRAMS 5000 EXPONENT PHILANTHROPY 1720 N ST NW WASHINGTON DC 20036 NONE PC TO SUPPORT CHARITABLE PROGRAMS 500 FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 NONE PC TO SUPPORT CHARITABLE PROGRAMS 27000 GIBBES MUSEUM OF ART 135 MEETING STREET CHARLESTON SC 29401 NONE PC TO SUPPORT CHARITABLE PROGRAMS 5000 HABITAT FOR HUMANITY OF CHARLOTTE PO BOX 34397 CHARLOTTE NC 28234 NONE PC TO SUPPORT CHARITABLE PROGRAMS 8000 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 NONE PC TO SUPPORT CHARITABLE PROGRAMS 2000 MYERS PARK PRESBYTERIAN CHURCH PO BOX 6160 CHARLOTTE NC 28207 NONE PC TO SUPPORT CHARITABLE PROGRAMS 66510 NC BLUMENTHAL PERFORMING ARTS CENTER 345 N COLLEGE STREET CHARLOTTE NC 28202 NONE PC TO SUPPORT CHARITABLE PROGRAMS 20400 SPOLETO FESTIVAL USA PO BOX 157 CHARLESTON SC 29402 NONE PC TO SUPPORT CHARITABLE PROGRAMS 15000 ST PAUL'S UNITED METHODIST CHURCH 305 WEST MAIN STREET CHESTERFIELD SC 29709 NONE PC TO SUPPORT CHARITABLE PROGRAMS 10000 THE MINT MUSEUM OF ART 2730 RANDOLPH ROAD CHARLOTTE NC 28237 NONE PC TO SUPPORT CHARITABLE PROGRAMS 11000 THE NATURE CONSERVANCY ONE UNIVERSITY PLACE SUITE 290 4705 UNIVERSITY DRIVE DURHAM NC 27707 NONE PC TO SUPPORT CHARITABLE PROGRAMS 7500 UNION PSCE 5141 SHARON ROAD CHARLOTTE NC 28210 NONE PC TO SUPPORT CHARITABLE PROGRAMS 5000 CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD NORTH CHARLESTON SC 29406 NONE PC TO SUPPORT CHARITABLE PROGRAMS 250 FAMILY IMPACT FUND 220 NORTH TRYON STREET CHARLOTTE NC 28202 NONE PC TO SUPPORT CHARITABLE PROGRAMS 260 FOUNDATION FOR SUICIDE PREVENTION 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 NONE PC TO SUPPORT CHARITABLE PROGRAMS 500 HAZELDEN BETTY FORD PO BOX 11 CENTER CITY MN 55012 NONE PC TO SUPPORT CHARITABLE PROGRAMS 500 HOPEWELL SOUTHERN METHODIST CHURCH 311 KURT POOLE ROAD NEESES SC 29107 NONE PC TO SUPPORT CHARITABLE PROGRAMS 200 NYAKA AIDS ORPHANS PROJECT 2970 E LAKE LANSING ROAD EAST LANSING MI 48826 NONE PC TO SUPPORT CHARITABLE PROGRAMS 500 QUEENS UNIVERSITY OF CHARLOTTE 1900 SELWYN AVENUE CHARLOTTE NC 28207 NONE PC TO SUPPORT CHARITABLE PROGRAMS 1125 THE DUKE MANSION 400 HERMITAGE RD CHARLOTTE NC 28207 NONE PC TO SUPPORT CHARITABLE PROGRAMS 6000 THE RALEIGH FINE ARTS SOCIETY PO BOX 10614 RALEIGH NC 27605 NONE PC TO SUPPORT CHARITABLE PROGRAMS 100 WORLD PEDIATRIC PROJECT 7201 GLEN FOREST DRIVE 304 RICHMOND VA 23226 NONE PC TO SUPPORT CHARITABLE PROGRAMS 500 330345 0 14 1041 14 161495 18 168207 OTHER INCOME 14 1119 0 1231 GAIN 14 -121 0 0 331741 0 331741 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2500 1250 0 1250 AMENDED 2019 FORM 990-PF THE RETURN IS BEING AMENDED BY THE TAXPAYER FOR THE YEAR ENDED DECEMBER 31, 2019 TO ADJUST THE AVERAGE MONTHLY FAIR MARKET VALUE (FMV) OF SECURITIES AS REPORTED IN PART X, LINE 1A. BELOW IS A SUMMARY OF THE CHANGES AS A RESULT OF THE INCREASE IN THE AVERAGE FMV OF SECURITIES:FORM 990-PF, PART VI, LINES 1, 3, 5, 10 AND 11FORM 990-PF, PART X, XI, XIIFORM 990-PF, PART XIII, LINES 1, 4D, 4E, 5, 6A, 9 AND 10THE ABOVE MENTIONED ADJUSTMENTS DID NOT CHANGE THE NET INVESTMENT INCOME OR CAUSE ANY INCREASE OR DECREASE IN TAXABLE INCOME. CAMDEN PROPERTY TRUST 802563 3183000 UBS FINANCIAL SERVICES AT COST 1186121 1637014 JP MORGAN AT COST 1927505 2402642 BASIS ADJUSTMENT 10071 MANAGEMENT FEES 22199 22199 0 0 FLOW THRU DED FROM PARTNERSHIP 20 20 0 0 ANNUAL MEMBERSHIP FEE 750 0 0 0 OTHER INCOME 1119 1119 0 1231 GAIN -121 -121 0 BANK FEES 30 30 0 0 OTHER EXPENSE 85 85 0 0 FOREIGN TAX 1524 1524 0 0 INCOME TAX DUE 18552 0 0 0