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Cary M Maguire Foundation: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
Cary M Maguire Foundation (EIN 51-0169327)
Tax period
2021-04-01 to 2022-03-31
Filed
2023-01-19
IRS object ID
202320199349100707
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-19T13:18:28-08:00ReturnTs
Tax Period End2022-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461942467PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARK BLAQUIERE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15950 Berkshire Lane Ste 1500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510169327EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cary M Maguire FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARYBusinessNameControlTxt
Phone2146588000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15950 Berkshire Lane 1500AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBlainey HessPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2023-01-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBlaineyPersonFirstNm
Person LastHessPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark BlaquierePreparerPersonNm
PTINP01470651PTIN
Phone2146588027PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,434,787FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$34,028InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,028InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$34,028InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$34,028TotalRevAndExpnssAmt
Total Net Invst Incm$34,028TotalNetInvstIncmAmt
Total Adj Net Incm$34,028TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$7,500CompOfcrDirTrstAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$1,500OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$1,500OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$1,500OthEmplSlrsWgsAdjNetIncmAmt
Interest Rev And Expnss$5,659InterestRevAndExpnssAmt
Interest Net Invst Incm$5,659InterestNetInvstIncmAmt
Interest Adj Net Incm$5,659InterestAdjNetIncmAmt
Occupancy Rev And Expnss$8,399OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,399OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$8,399OccupancyAdjNetIncmAmt
Other Expenses Rev And Expnss$526OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$526OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$526OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$23,584TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,584TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$23,584TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,584TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$23,584TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,444ExcessRevenueOverExpensesAmt
Net Investment Income$10,444NetInvestmentIncomeAmt
Adjusted Net Income$10,444AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,846CashBOYAmt
Cash EOY$91,355CashEOYAmt
Cash EOYFMV$91,355CashEOYFMVAmt
Corporate Stock BOY$2,905,676CorporateStockBOYAmt
Corporate Stock EOY$3,343,432CorporateStockEOYAmt
Corporate Stock EOYFMV$3,343,432CorporateStockEOYFMVAmt
Total Assets BOY$2,985,522TotalAssetsBOYAmt
Total Assets EOY$3,434,787TotalAssetsEOYAmt
Total Assets EOYFMV$3,434,787TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,138AccountsPayableBOYAmt
Accounts Payable EOY$7,237AccountsPayableEOYAmt
Other Liabilities BOY$452,940OtherLiabilitiesBOYAmt
Other Liabilities EOY$449,906OtherLiabilitiesEOYAmt
Total Liabilities BOY$456,078TotalLiabilitiesBOYAmt
Total Liabilities EOY$457,143TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,529,444NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,977,644NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,529,444TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,977,644TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,985,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,434,787TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,529,444TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,444ExcessRevenueOverExpensesAmt
Other Increases$437,756OtherIncreasesAmt
Subtotal$2,977,644SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,977,644TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$145InvestmentIncomeExciseTaxAmt
Subtotal$145SubtotalAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Tax Due$145TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Mark Blaquiere CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2146588027PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15950 Berkshire Lane Suite 1500AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255843ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Cary M Maguire JR
2 Harbourton Woodsville RdHopewell TownshipNJ085343708Director0.10$1,000
Melinda Down
17706 Wild BasinSan AntonioTX782581613Director0.10$1,000
Blainey Hess
5950 Berkshire Ln Suite 1500DallasTX75225President & CEO1.00$5,500
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,426,099AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,331AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,504,430TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$454,226AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,050,204AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,000,204NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,010MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,010MinimumInvestmentReturnAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Total Tax$145TotalTaxAmt
Distributable Before Adj$149,865DistributableBeforeAdjAmt
Distributable Before Ded$149,865DistributableBeforeDedAmt
Distributable As Adjusted$149,865DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$149,865DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,031,533ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$415,774ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,447,307TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$149,865ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$149,865ExcessDistributionCyovAppCYAmt
Total Corpus$1,297,442TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$881,668ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$415,774ExcessDistriCyovToNextYrAmt
Excess From Year3$415,774ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion$34,028ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$34,028ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,028TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationMarket conditions not appropriate for investmentShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Public Securities-AMD$1,421,420$1,421,420
Public Securities-Alibaba Group Holdings$13,382$13,382
Public Securities-American Airlines$177,390$177,390
Public Securities-Bank of America$1,731,240$1,731,240

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Revenue And Expenses Per Books$526RevenueAndExpensesPerBooksAmt
Net Investment Income$526NetInvestmentIncomeAmt
Adjusted Net Income$526AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescBank Margin DebtDesc
BOY Book Value$452,940BOYBookValueAmt
EOY Book Value$449,906EOYBookValueAmt

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