WILLIAM B MCGUIRE JR FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM B MCGUIRE JR FAMILY FOUNDATION (EIN 56-1988052)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-21
- IRS object ID
- 201321419349100217
- Schema version
- 2012v2.1
- 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 Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-21T15:23:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561988052 | EIN |
Name Name
| 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 Name | % WILLIAM B MCGUIRE | InCareOfName |
| Name Control | WILL | NameControl |
| Phone | 7043732880 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM B MCGUIRE JR | Name |
| Title | PRESIDENT | Title |
| Phone | 7043329100 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043329100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5669341 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 836 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 836 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 134529 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 133901 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 46376 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1014282 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 46376 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 916 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 916 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 182657 | TotalRevenueAndExpenses |
| Total Net Investment Income | 182029 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 17973 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3421 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 1168 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 35012 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 35012 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 56653 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 38433 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 265885 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 265885 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 322538 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 38433 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 265885 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -139881 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 143596 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 536 | CashBOY |
| Cash EOY | 41549 | CashEOY |
| Cash EOYFMV | 41549 | CashEOYFMV |
| Investments Corp Stock BOY | 802563 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 802563 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2046300 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 3944210 | InvestmentsOtherBOY |
| Investments Other EOY | 3763316 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3581492 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4747309 | TotalAssetsBOY |
| Total Assets EOY | 4607428 | TotalAssetsEOY |
| Total Assets EOYFMV | 5669341 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4747309 | RetainedEarningsBOY |
| Retained Earnings EOY | 4607428 | RetainedEarningsEOY |
| Total Net Assets BOY | 4747309 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4607428 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4747309 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4607428 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4747309 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -139881 | ExcessOfRevenueOverExpenses |
| Subtotal | 4607428 | Subtotal |
| Total Net Assets Fund Balances EOY | 4607428 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|
| JP MORGAN | P | 312 | -312 | -312 | |
| JP MORGAN | P | 7384 | |||
| SECURITY LITIGATIONS | P | 12 | 12 | 12 | |
| UBS | 473271 | -11229 | -11229 | 462042 | |
| POWERSHARES | 45 | 45 | 45 | ||
| UBS | 501081 | 8336 | 8336 | 509417 | |
| POWERSHARES | 586 | -586 | -586 | ||
| TARGA RESOURCES | 37 | -37 | -37 | ||
| ENERGY TRANSFER | 3 | -3 | -3 | ||
| KINDER MORGAN | 711 | 711 | 711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 46376 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 278460 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5609155 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049644 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 196550 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4592038 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042802 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 149100 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3603039 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041382 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 255438 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3599517 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070965 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 254777 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5533054 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046046 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250839 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050168 | AverageDistributionRatio |
| Net Noncharitable Assets | 5571158 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 279494 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1436 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 280930 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 265885 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2872 | InvestmentIncomeExciseTax |
| Subtotal | 2872 | Subtotal |
| Tax Based On Investment Income | 2872 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5300 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5300 | TotalCreditsAndPayments |
| Overpayment | 2428 | Overpayment |
| Amount Credited To Next Year | 2428 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B MCGUIRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7043732880 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| WILLIAM B MCGUIRE JR | ||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - CHAIRMAN | 1.0 | 0 |
| SUSANNE H MCGUIRE | ||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - PRESIDENT | 1.0 | 0 |
| MOLLY L MCGUIRE | ||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - SECRETARY | 1.0 | 0 |
| WILLIAM H MCGUIRE | ||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - VICE PRESIDENT | 1.0 | 0 |
| CAROLINE R MCGUIRE | ||||||
| 309 E MOREHEAD STREET SUITE 275 | CHARLOTTE | NC | 28202 | DIRECTOR - VICE PRESIDENT | 1.0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5636715 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19283 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5655998 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5655998 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 84840 | CashDeemedCharitable |
| Net Noncharitable Assets | 5571158 | NetNoncharitableAssets |
| Minimum Investment Return | 278558 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 278558 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2872 | TaxBasedOnInvestmentIncome |
| Total Tax | 2872 | TotalTax |
| Distributable Amount Before Adj | 275686 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 275686 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 275686 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 265885 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 265885 | QualifyingDistributions |
| Adj Qualifying Distributions | 265885 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 275686 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 21041 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 21041 | TotalExcessDistriCarryover |
| Qualifying Distributions | 265885 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 265885 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 9801 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 9801 | ExcessDistriCyovAppliedCY |
| Total Corpus | 11240 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 11240 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 11240 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM B MCGUIRE JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MYERS PARK PRESBYTERIAN CHURCH | ||||||||
| PO BOX 6160 | CHARLOTTE | NC | 28207 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $45,100 | |
| HABITAT FOR HUMANITY OF CHARLOTTE | ||||||||
| PO BOX 34397 | CHARLOTTE | NC | 28234 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $7,000 | |
| THE MINT MUSEUM OF ART | ||||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28237 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| NC BLUMENTHAL PERFORMING ARTS CENTER | ||||||||
| 345 N COLLEGE STREET | CHARLOTTE | NC | 28202 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $10,000 | |
| CHARLOTTE SYMPHONY ORCHESTRA | ||||||||
| CHARLOTTE PLAZA SUITE 110 201 S | CHARLOTTE | NC | 28244 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $5,100 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 1385 | DAVIDSON | NC | 28036 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $10,000 | |
| CHARLOTTE COUNTRY DAY SCHOOL | ||||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $30,000 | |
| DOWD YMCA | ||||||||
| 400 E MOREHEAD STREET | CHARLOTTE | NC | 28202 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| SPOLETO FESTIVAL USA | ||||||||
| PO BOX 157 | CHARLESTON | SC | 29402 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $7,000 | |
| SHARON TOWERS DEVELOPMENT DEPARTMENT | ||||||||
| 5100 SHARON ROAD | CHARLOTTE | NC | 28210 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $4,000 | |
| UNION PSCE | ||||||||
| MORRISON BLDG QUEENS COLLEGE 1900 | CHARLOTTE | NC | 28207 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | |
| ST PAUL'S UNITED METHODIST CHURCH | ||||||||
| 305 WEST MAIN STREET | CHESTERFIELD | SC | 29709 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $6,000 | |
| PROJECT HALO | ||||||||
| PO BOX 667924 | CHARLOTTE | NC | 28266 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $2,000 | |
| THE LYNNWOOD FOUNDATION | ||||||||
| 400 HERMITAGE | CHARLOTTE | NC | 28207 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $4,000 | |
| THE NATURE CONSERVANCY | ||||||||
| ONE UNIVERSITY PLACE SUITE 290 | DURHAM | NC | 27707 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $5,000 | 4705 UNIVERSITY DRIVE |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| 33 WILD BERRY LANE | UNDERHILL | VT | 054890117 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $1,195 | PO BOX 117 |
| AMERICAN HORSE TRIALS FOUNDATION INC | ||||||||
| 221 GROVE COVE ROAD | CENTREVILLE | MD | 216172686 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $7,500 | |
| GIBBES MUSEUM OF ART | ||||||||
| 135 MEETING STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $95,000 | |
| CCDS TEACHER GRANT | ||||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $7,000 | |
| COVENANT PRESBYTERIAN CHURCH | ||||||||
| 1000 EAST MOREHEAD STREET | CHARLOTTE | NC | 28204 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $100 | |
| JUNIOR LEAGUE FOUNDATION | ||||||||
| 1332 MARYLAND AVENUE | CHARLOTTE | NC | 28209 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $1,000 | |
| MAYOR FUND TO ADVANCE NYC | ||||||||
| 253 BROADWAY 8TH FLOOR | NEW YORK | NY | 10007 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $1,000 | |
| SALEM CHURCH | ||||||||
| 5318 SALEM CHURCH ROAD | CHARLOTTE | NC | 28216 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $40 | |
| THE PINES AT DAVIDSON | ||||||||
| 400 AVINGER LANE | DAVIDSON | NC | 28036 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $100 | |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $2,500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4200 MORGANTON ROAD SUITE 300 | FAYETTEVILLE | NC | 28314 | NONE | PUBLIC | TO SUPPORT CHARITABLE PROGRAMS | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 265885 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTIONS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $135,365 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $46,376 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $916 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,657 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 182657 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CAMDEN PROPERTY TRUST | NameOfStock |
| EOY Book Value | 802563 | EOYBookValue |
| EOYFMV | 2046300 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SMITH BARNEY ACCOUNT | AT COST | 0 | 0 |
| UBS FINANCIAL SERVICES | AT COST | 2076944 | 1644574 |
| JP MORGAN | AT COST | 1686372 | 1936918 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT FEES | 397 | 397 |
| MANAGEMENT FEES | 27594 | 27594 |
| FLOW THRU DED FROM PARTNERSHIP | 7021 | 7021 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 916 | RevenueAndExpensesPerBooks |
| Net Investment Income | 916 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX | $3,421 | 3421 |
| INCOME TAX DUE | $14,552 | 0 |
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