William B Mcguire Jr Family Foundation

CHARLOTTE, NC EIN: 56-1988052

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$3.9M

-1.8% YoY

Annual Giving

$325K

+9.0% YoY

Grant Count

28

-3.4% YoY

Avg Grant Size

$12K

+12.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$165K$330K$494K$659K20202021202220232024
Metric202420232022
Total Assets$3,874,520$3,944,704$3,992,277
Revenue$342,159$313,875$206,070
Expenses$395,289$359,332$388,197
Qualifying Distributions$371,178$338,905$356,411
Net Investment Income$320,536$292,818$185,081
Distributable Amount$379,591$349,248$390,188

Giving Over Time

Total grant dollars and number of grants per year

$0$120K$240K$360K$480K22 grants202027 grants202127 grants202229 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MYERS PARK PRESBYTERIAN …$110KATRIUM HEALTH FOUNDATION$21KCULTURAL CENTER AT OCEAN…$20KNC BLUMENTHAL PERFORMING…$20KCHARLOTTE COUNTRY DAY SC…$18KDAVIDSON COLLEGE$15KMINT MUSEUM UPTOWN$12KCOLONNADE SOCIETY OF THE…$10KHABITAT CHARLOTTE REGION$10KOCEAN REEF CHAPEL FOUNDA…$10K

Grant Size Distribution

133 grants across all recorded years

125<$50K4$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does William B Mcguire Jr Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CAROLINE M WINSLETTDIRECTOR - VICE PRESIDENT$48KWILLIAM H MCGUIREDIRECTOR - VICE PRESIDENT$1K

From 2024 filing

NameTitleHoursCompensation
SUSANNE H MCGUIREDIRECTOR - PRESIDENT1
WILLIAM H MCGUIREDIRECTOR - VICE PRESIDENT1$1,101
CAROLINE M WINSLETTDIRECTOR - VICE PRESIDENT10$48,443
WILLIAM B MCGUIRE JRDIRECTOR - CHAIRMAN1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

17states
+9 more states

Cities

AltoonaAmherstAshlandBelmontChapel HillCharlestonCharlotteChesterfieldChicagoClevelandDavidsonDurhamGainesvilleHagerstownIthacaKahuluiKey LargoLos AngelesLouisvilleMiami

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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