WILLIAM B MCGUIRE JR FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM B MCGUIRE JR FAMILY FOUNDATION (EIN 56-1988052)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-01
- IRS object ID
- 201402139349100110
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-01T15:05:29-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM B MCGUIRE | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7043732880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E MOREHEAD STREET | AddressLine1 |
| Address Line2 | Suite 275 | AddressLine2 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William B McGuire Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7043329100 | PhoneNum |
| Signature | 2013-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A WALLACE CPA | PreparerPersonNm |
| Phone | 7043329100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,476,706 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $485 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $485 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,435,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,282 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $187,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,165 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| 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 | $2,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,305 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $492 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $246 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $51,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,537 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $56,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $334,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,549 | CashBOYAmt |
| Cash EOY | $27,958 | CashEOYAmt |
| Cash EOYFMV | $27,958 | CashEOYFMVAmt |
| Corporate Stock BOY | $802,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $802,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,706,400 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,763,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,630,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,742,348 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,607,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,460,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,476,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,607,428 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,460,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,607,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,460,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,607,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,460,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,607,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,586 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,460,842 | SubtotalAmt |
| Other Decreases | $45 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,460,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS | P | $345,763 | $339,784 | $5,979 | $5,979 |
| POWERHARES | $10 | -$10 | -$10 | ||
| JP MORGAN SHORT TERM | $76,544 | $86,197 | -$9,653 | -$9,653 | |
| UBS | $554,679 | $552,472 | $2,207 | $2,207 | |
| POWERSHARES | $257 | -$257 | -$257 | ||
| TARGA RESOURCES | $68 | -$68 | -$68 | ||
| ENERGY TRANSFER | $279 | $279 | $279 | ||
| KINDER MORGAN | $124 | -$124 | -$124 | ||
| PVR PARTNERS | $82 | -$82 | -$82 | ||
| SPECTRA | $76 | -$76 | -$76 | ||
| WILLIAMS | $55 | -$55 | -$55 | ||
| CALMUET | $40 | -$40 | -$40 | ||
| JP MORGAN | $414,231 | $395,419 | $18,812 | $18,812 | |
| LITIGATION PROCEEDS | $98 | $0 | $98 | $98 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,282 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $265,885 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,571,158 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047725 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $278,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,609,155 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049644 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,592,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,603,039 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $255,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,599,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070965 | DistributionYr5Rt |
| Total Distribution | 0.252518 | TotalDistributionRt |
| Average Distribution | 0.050504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,643,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $285,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $286,362 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,677 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,677 | SubtotalAmt |
| Tax Based On Investment Income | $2,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $523 | OverpaymentAmt |
| Applied To ES Tax | $523 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B MCGUIRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043732880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E MOREHEAD ST 275 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 1.0 | $0 | $0 | $0 |
| SUSANNE H MCGUIRE | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - PRESIDENT | 1.0 | $0 | $0 | $0 |
| MOLLY L MCGUIRE | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - SECRETARY | 1.0 | $0 | $0 | $0 |
| WILLIAM H MCGUIRE | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| CAROLINE R MCGUIRE | ||||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,665,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,729,539 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,729,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,643,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,677 | TotalTaxAmt |
| Distributable Before Adj | $279,503 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $279,503 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $279,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $277,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $277,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $279,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,240 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $11,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $277,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,803 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,803 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,437 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,437 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MYERS PARK PRESBYTERIAN CHURCH | ||||||||
| PO BOX 6160 | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $35,250 | |
| HABITAT FOR HUMANITY OF CHARLOTTE | ||||||||
| PO BOX 34397 | CHARLOTTE | NC | 28234 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,000 | |
| THE MINT MUSEUM OF ART | ||||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28237 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,500 | |
| NC BLUMENTHAL PERFORMING ARTS CENTER | ||||||||
| 345 N COLLEGE STREET | CHARLOTTE | NC | 28202 | 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 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 1385 | DAVIDSON | NC | 28036 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $20,300 | |
| CHARLOTTE COUNTRY DAY SCHOOL | ||||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,000 | |
| DOWD YMCA | ||||||||
| 400 E MOREHEAD STREET | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| SPOLETO FESTIVAL USA | ||||||||
| PO BOX 157 | CHARLESTON | SC | 29402 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,000 | |
| SHARON TOWERS DEVELOPMENT DEPARTMENT | ||||||||
| 5100 SHARON ROAD | CHARLOTTE | NC | 28210 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $4,000 | |
| UNION PSCE | ||||||||
| 5141 Sharon Road | CHARLOTTE | NC | 28210 | 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 | $8,000 | |
| THE LYNNWOOD FOUNDATION | ||||||||
| 400 HERMITAGE | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $4,000 | |
| THE NATURE CONSERVANCY | ||||||||
| ONE UNIVERSITY PLACE SUITE 290 | DURHAM | NC | 27707 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | 4705 UNIVERSITY DRIVE |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| 33 WILD BERRY LANE | UNDERHILL | VT | 054890117 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $500 | PO BOX 117 |
| AMERICAN HORSE TRIALS FOUNDATION INC | ||||||||
| 221 GROVE COVE ROAD | CENTREVILLE | MD | 216172686 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $7,500 | |
| GIBBES MUSEUM OF ART | ||||||||
| 135 MEETING STREET | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $95,000 | |
| JUNIOR LEAGUE FOUNDATION | ||||||||
| 1332 MARYLAND AVENUE | CHARLOTTE | NC | 28209 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $1,000 | |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | TO SUPPORT CHARITABLE PROGRAMS | $2,500 | |
| project halo | ||||||||
| Po box 667924 | charlotte | NC | 28266 | none | PC | to support charitable programs | $2,000 | |
| packard center for als research | ||||||||
| 5801 smith avenue mcauley suite 11 | baltimore | MD | 21209 | PC | to support charitable programs | $250 | ||
| hospice of union county | ||||||||
| 700 w roosevelt blvd | monroe | NC | 28110 | none | PC | to support charitable programs | $100 | |
| georgetown presbyterian church | ||||||||
| 3115 P Street NW | Washington | DC | 20007 | none | PC | to support charitable programs | $2,500 | |
| carolinas health care foundation | ||||||||
| 1221 E Morehead St | Charlotte | NC | 28204 | none | PC | to support charitable programs | $2,500 | |
| greater gethsemane ame zion church | ||||||||
| 531 campus st | charlotte | NC | 28216 | none | PC | to support charitable programs | $50 | |
| the duke mansion | ||||||||
| 400 hermitage rd | charlotte | NC | 28207 | none | PC | to support charitable programs | $30,000 | |
| healing hands of joy | ||||||||
| 294 clinton street 2 | brooklyn | NY | 11201 | none | PC | to support charitable programs | $1,000 | |
| less than the least ministries | ||||||||
| 1414 S Friendswood Dr | Friendswood | TX | 77546 | none | PC | to support charitable programs | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,102 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $187,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,454 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 |
Depreciation Schedule DepreciationSchedule
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 | $1,706,400 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
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 | $2,000,342 | $1,729,534 |
| JP MORGAN | AT COST | $1,629,934 | $2,012,814 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES | Description |
| Amount | $45 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $269 | $269 |
| MANAGEMENT FEES | $29,020 | $29,020 |
| FLOW THRU DED FROM PARTNERSHIP | $21,248 | $21,248 |
| ANNUAL MEMBERSHIP FEE | $725 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Royalties | $66 | $66 |
| Other Rental Income | $4 | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,305 | $1,305 |
| INCOME TAX DUE | $781 | $0 |
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