WILLIAM B MCGUIRE JR FAMILY FOUNDATION: Form 990PF, tax year 2019
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- Organization
- WILLIAM B MCGUIRE JR FAMILY FOUNDATION (EIN 56-1988052)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-30
- IRS object ID
- 202032129349100208
- Schema version
- 2019v5.1
- Note
- A later return for the same period supersedes this one.
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-30T14:03:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 275 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM B MCGUIRE JR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7043732880 | PhoneNum |
| Signature | 2020-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 7043329100 | PhoneNum |
| Preparation | 2020-07-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,352,543 | 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 | $1,041 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,041 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $168,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $952,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $168,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $998 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $998 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $331,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,054 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,524 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,219 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $331,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,946 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,148 | CashBOYAmt |
| Cash EOY | $46,379 | CashEOYAmt |
| Cash EOYFMV | $46,379 | CashEOYFMVAmt |
| Corporate Stock BOY | $802,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $802,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,183,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,581,609 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,514,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,123,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,407,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,363,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,352,543 | 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 | $4,407,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,363,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,407,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,363,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,407,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,363,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,407,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,363,056 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,363,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS - PUBLICLY TRADED SECURITIES | P | $125,531 | $111,185 | $14,346 | $14,346 |
| UBS - PUBLICLY TRADED SECURITIES | P | $268,919 | $232,614 | $36,305 | $36,305 |
| JP MORGAN - PUBLICLY TRADED SECURITIES | P | $104,735 | $101,937 | $2,798 | $2,798 |
| JP MORGAN - PUBLICLY TRADED SECURITIES | P | $453,588 | $388,377 | $65,211 | $65,211 |
| CAMDEN PROPERTIES | P | $13,402 | $13,402 | ||
| CAPITAL GAIN DIVIDENDS | P | $36,145 | $36,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $168,207 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,144 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $311,258 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,265,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $321,114 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,238,795 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $275,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,807,895 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047448 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $275,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,724,593 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048073 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $294,696 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,913,188 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049837 | DistributionYr5Rt |
| Total Distribution | 0.246507 | TotalDistributionRt |
| Average Distribution | 0.049301 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,193,856 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $256,062 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,059 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $259,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $331,595 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,901 | OverpaymentAmt |
| Applied To ES Tax | $7,901 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
| 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 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,183,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,272,950 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,272,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,193,856 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,059 | TotalTaxAmt |
| Distributable Before Adj | $256,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $331,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $331,595 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,059 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $328,536 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $8,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,930 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $331,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,961 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,891 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,891 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,997 | ExcessFromYear2Amt |
| Excess From Year1 | $8,933 | ExcessFromYear1Amt |
| Excess From Current Year | $74,961 | ExcessFromCurrentYearAmt |
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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ATRIUM HEALTH FOUNDATION | ||||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| CHARLOTTE COUNTRY DAY SCHOOL | ||||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $112,500 | |
| CHARLOTTE SYMPHONY ORCHESTRA | ||||||||
| CHARLOTTE PLAZA SUITE 110 201 S | CHARLOTTE | NC | 28244 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | COLLEGE STREET |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 1385 | DAVIDSON | NC | 28036 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $15,000 | |
| DOWD YMCA | ||||||||
| 400 E MOREHEAD STREET | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| 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 | $27,000 | |
| GIBBES MUSEUM OF ART | ||||||||
| 135 MEETING STREET | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| HABITAT FOR HUMANITY OF CHARLOTTE | ||||||||
| PO BOX 34397 | CHARLOTTE | NC | 28234 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $8,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $2,000 | |
| MYERS PARK PRESBYTERIAN CHURCH | ||||||||
| PO BOX 6160 | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $66,510 | |
| NC BLUMENTHAL PERFORMING ARTS CENTER | ||||||||
| 345 N COLLEGE STREET | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $20,400 | |
| SPOLETO FESTIVAL USA | ||||||||
| PO BOX 157 | CHARLESTON | SC | 29402 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $15,000 | |
| ST PAUL'S UNITED METHODIST CHURCH | ||||||||
| 305 WEST MAIN STREET | CHESTERFIELD | SC | 29709 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $10,000 | |
| THE MINT MUSEUM OF ART | ||||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28237 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $11,000 | |
| THE NATURE CONSERVANCY | ||||||||
| ONE UNIVERSITY PLACE SUITE 290 4705 | DURHAM | NC | 27707 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,500 | UNIVERSITY DRIVE |
| UNION PSCE | ||||||||
| 5141 SHARON ROAD | CHARLOTTE | NC | 28210 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| 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 | $1,125 | |
| THE DUKE MANSION | ||||||||
| 400 HERMITAGE RD | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $6,000 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,345 | 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 | $1,041 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $168,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $330,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,743 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CAMDEN PROPERTY TRUST | StockNm |
| EOY Book Value | $802,563 | EOYBookValueAmt |
| EOYFMV | $3,183,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS FINANCIAL SERVICES | AT COST | $1,901,063 | $1,706,953 |
| JP MORGAN | AT COST | $1,613,051 | $2,416,211 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $22,199 | $22,199 | $0 | $0 |
| FLOW THRU DED FROM PARTNERSHIP | $20 | $20 | $0 | $0 |
| ANNUAL MEMBERSHIP FEE | $750 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $1,119 | $1,119 | $0 |
| 1231 GAIN | -$121 | -$121 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $30 | $30 | $0 | $0 |
| OTHER EXPENSE | $85 | $85 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $1,524 | $1,524 | $0 | $0 |
| INCOME TAX DUE | $18,552 | $0 | $0 | $0 |
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