WILLIAM B MCGUIRE JR FAMILY FOUNDATION: Form 990PF, tax year 2017
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- Organization
- WILLIAM B MCGUIRE JR FAMILY FOUNDATION (EIN 56-1988052)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-21
- IRS object ID
- 201811419349100306
- Schema version
- 2017v2.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-21T11:18:00-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A WALLACE CPA | PreparerPersonNm |
| PTIN | P01068960 | PTIN |
| Phone | 7043329100 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $6,322,063 | 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 | $774 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $774 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $241,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $420,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,506 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,506 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $389,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,743 | 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 | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $527 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $439 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $220 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $356,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,079 | CashBOYAmt |
| Cash EOY | $53,697 | CashEOYAmt |
| Cash EOYFMV | $53,697 | CashEOYFMVAmt |
| Corporate Stock BOY | $802,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $802,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,612,605 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,328,879 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,318,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,655,761 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,141,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,174,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,322,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,141,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,174,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,141,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,174,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,141,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,174,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,141,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,175,048 | SubtotalAmt |
| Other Decreases | $564 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,174,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS | P | $81,184 | $82,361 | -$1,177 | -$1,177 |
| UBS | P | $338,233 | $321,413 | $16,820 | $16,820 |
| JP MORGAN | P | $7,238 | $7,238 | ||
| JP MORGAN | P | $60,625 | $60,625 | ||
| ENERGY TRANSFER PARTNERS | P | $96 | $96 | $96 | |
| ENERGY TRANSFER PARTNERS | P | $533 | $533 | $533 | |
| CAPITAL GAIN DIVIDENDS | P | $20,383 | $20,383 | ||
| CAMDEN PROPERTIES | P | $43,997 | $43,997 | ||
| NGL ENERGY PARTNERS | P | $383 | $383 | $383 | |
| LITIGATION PROCEEDS | P | $91 | $91 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,989 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,157 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $275,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,807,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047448 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $275,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,724,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048073 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $294,696 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,913,188 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049837 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,643,596 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $265,885 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,571,158 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047725 | DistributionYr5Rt |
| Total Distribution | 0.242289 | TotalDistributionRt |
| Average Distribution | 0.048458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,238,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $302,320 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $305,956 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $324,750 | 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 | $3,636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $139 | TaxDueAmt |
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 |
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 | $6,268,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,333,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,333,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,238,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $311,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $311,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,636 | TotalTaxAmt |
| Distributable Before Adj | $308,304 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $308,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $308,304 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $324,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,636 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $321,114 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,449 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,449 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,997 | 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 | $8,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,997 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAROLINAS HEALTH CARE FOUNDATION | ||||||||
| 1221 E MOREHEAD ST | CHARLOTTE | NC | 28204 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $3,000 | |
| CHARLOTTE COUNTRY DAY SCHOOL | ||||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $12,500 | |
| 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 | $10,000 | |
| 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 | |
| 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 | $60,000 | |
| NC BLUMENTHAL PERFORMING ARTS CENTER | ||||||||
| 345 N COLLEGE STREET | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $27,500 | |
| PROJECT HALO | ||||||||
| PO BOX 667924 | CHARLOTTE | NC | 28266 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $2,500 | |
| SPOLETO FESTIVAL USA | ||||||||
| PO BOX 157 | CHARLESTON | SC | 29402 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| ST PAUL'S UNITED METHODIST CHURCH | ||||||||
| 305 WEST MAIN STREET | CHESTERFIELD | SC | 29709 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $10,100 | |
| THE LYNNWOOD FOUNDATION | ||||||||
| 400 HERMITAGE RD | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| THE MINT MUSEUM OF ART | ||||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28237 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $17,500 | |
| THE NATURE CONSERVANCY | ||||||||
| ONE UNIVERSITY PLACE SUITE 290 4705 | DURHAM | NC | 27707 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | UNIVERSITY DRIVE |
| UNION PSCE | ||||||||
| 5141 SHARON ROAD | CHARLOTTE | NC | 28210 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $105,425 | |
| CAROLINA BREAST FRIENDS | ||||||||
| 1607 EAST MOREHEAD STREET | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $250 | |
| QUEENS LEARNING SOCIETY | ||||||||
| 1900 SELWYN AVENUE | CHARLOTTE | NC | 28274 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $1,125 | |
| HOSPICE OF MONROE | ||||||||
| 700 W ROOSEVELT BLVD | MONROE | NC | 28110 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $100 | |
| WINTHROP UNIVERSITY | ||||||||
| 701 OAKLAND AVE | ROCK HILL | SC | 29733 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $1,250 | |
| MEADOWLAKE PRESBYTERIAN CHURCH | ||||||||
| 6501 GILEAD RD | HUNTERSVILLE | NC | 28078 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $250 | |
| GIDEONS INTERNATIONAL | ||||||||
| PO BOX 140800 | NASHVILLE | TN | 37214 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $100 | |
| BREAST CANCER | ||||||||
| 309 E MOREHEAD STREET STE 275 | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $200 | |
| THE SHEPHERD'S CENTER OF CHARLOTTE | ||||||||
| 3115 PROVIDENCE ROAD | CHARLOTTE | NC | 28211 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $100 | |
| FORT HILL PRESBYTERIAN CHURCH | ||||||||
| 101 EDGEWOOD AVENUE | CLEMSON | SC | 29631 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $100 | |
| THE LIGHT FACTORY | ||||||||
| 1817 CENTRAL AVENUE | CHARLOTTE | NC | 28205 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $2,200 | |
| CAMDEN EMPLOYEE EMERGENCY RELIEF FUND | ||||||||
| 11 GREENWAY PLAZA SUITE 2400 | HOUSTON | TX | 77046 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $25,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 200 W TRADE ST | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,260 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $1,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $390,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $390,756 | 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 | $0 | 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 | $2,612,605 | 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 | $1,845,041 | $1,569,048 |
| JP MORGAN | AT COST | $1,473,183 | $2,086,713 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $564 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $88 | $88 | $0 | $0 |
| MANAGEMENT FEES | $21,946 | $21,946 | $0 | $0 |
| FLOW THRU DED FROM PARTNERSHIP | $84 | $84 | $0 | $0 |
| ANNUAL MEMBERSHIP FEE | $750 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | -$1,499 | -$1,499 | $0 |
| OTHER RENTAL INCOME | -$8 | -$8 | $0 |
| 1231 GAIN | $1 | $1 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $527 | $527 | $0 | $0 |
| INCOME TAX DUE | $5,034 | $0 | $0 | $0 |
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