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Cary M Maguire Foundation: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
Cary M Maguire Foundation (EIN 51-0169327)
Tax period
2019-04-01 to 2020-03-31
Filed
2021-02-22
IRS object ID
202130539349100628
Schema version
2019v5.0
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)
Return2021-02-22T18:57:13-08:00ReturnTs
Tax Period End2020-03-31TaxPeriodEndDt

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 Begin2019-04-01TaxPeriodBeginDt

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 LaneAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBlainey HessPersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone2147415137PhoneNum
Signature2021-02-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark BlaquierePreparerPersonNm
PTINP01470651PTIN
Phone2146588027PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,669,825FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,830ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$41InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$41InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$32,868DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,868DividendsNetInvstIncmAmt
Dividends Adj Net Incm$32,868DividendsAdjNetIncmAmt
Total Rev And Expnss$58,739TotalRevAndExpnssAmt
Total Net Invst Incm$32,909TotalNetInvstIncmAmt
Total Adj Net Incm$32,909TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,500CompOfcrDirTrstNetInvstIncmAmt
Interest Rev And Expnss$14,317InterestRevAndExpnssAmt
Interest Net Invst Incm$14,317InterestNetInvstIncmAmt
Taxes Rev And Expnss-$236TaxesRevAndExpnssAmt
Taxes Net Invst Incm-$236TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$9,622OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$9,622OccupancyNetInvstIncmAmt
Other Expenses Rev And Expnss$358OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$358OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$31,561TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,561TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,561TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,561TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,178ExcessRevenueOverExpensesAmt
Net Investment Income$1,348NetInvestmentIncomeAmt
Adjusted Net Income$32,909AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,031CashBOYAmt
Cash EOY$44,517CashEOYAmt
Cash EOYFMV$44,517CashEOYFMVAmt
Acct Rcvbl BOY$921AcctRcvblBOYAmt
Corporate Stock BOY$1,799,247CorporateStockBOYAmt
Corporate Stock EOY$1,625,308CorporateStockEOYAmt
Corporate Stock EOYFMV$1,625,308CorporateStockEOYFMVAmt
Total Assets BOY$1,846,199TotalAssetsBOYAmt
Total Assets EOY$1,669,825TotalAssetsEOYAmt
Total Assets EOYFMV$1,669,825TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,616AccountsPayableBOYAmt
Accounts Payable EOY$3,137AccountsPayableEOYAmt
Other Liabilities BOY$452,103OtherLiabilitiesBOYAmt
Other Liabilities EOY$451,799OtherLiabilitiesEOYAmt
Total Liabilities BOY$458,719TotalLiabilitiesBOYAmt
Total Liabilities EOY$454,936TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,387,480NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,387,480TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,214,889TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,846,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,669,825TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,387,480TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,178ExcessRevenueOverExpensesAmt
Subtotal$1,414,658SubtotalAmt
Other Decreases$199,769OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,214,889TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$500,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,698,186NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.29443DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$1,925,112NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$1,456,526AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,745,387NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.83450DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,226,369NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.02470DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,087,738NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.00479DistributionYr5Rt
Total Distribution1.158426TotalDistributionRt
Average Distribution0.231685AverageDistributionRt
Net Vl Noncharitable Assets$1,173,509NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$271,884AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$271,897AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27InvestmentIncomeExciseTaxAmt
Subtotal$27SubtotalAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Tax Due$27TaxDueAmt

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 Line1Cary MaguireBusinessNameLine1Txt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Cary M Maguire
4606 Park LaneDallasTX75220President1.00$6,000
Cary M Maguire JR
2 Harbourton Woodsville RdHopewell TownshipNJ085343708Director0.10$500
Melinda Down
17706 Wild BasinSan AntonioTX782581613Director0.10$500
Blainey Hess
5950 Berkshire Ln Suite 1500DallasTX75225Director0.50$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$1,625,308AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,517AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,669,825TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$451,799AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,218,026AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,517CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,173,509NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,675MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,675MinimumInvestmentReturnAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Total Tax$27TotalTaxAmt
Distributable Before Adj$58,648DistributableBeforeAdjAmt
Distributable Before Ded$58,648DistributableBeforeDedAmt
Distributable As Adjusted$58,648DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,648DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$1,178,653ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$415,774ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,594,427TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$58,648ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$58,648ExcessDistributionCyovAppCYAmt
Total Corpus$1,535,779TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,535,779ExcessDistriCyovToNextYrAmt
Excess From Year3$1,120,005ExcessFromYear3Amt
Excess From Year1$415,774ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCary M MaguireContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$41RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,868RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescML Earned brokerage feeDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,909RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,909TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementPledges to 501C3 charities were not due during this fiscal yearRelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCary M MaguireContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14606 Park LaneAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752202025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,830TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property123 shares of AlibabaNoncashPropertyDesc
Fair Market Value$25,830FairMarketValueAmt
Received2019-12-17ReceivedDt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Merrill Lynch Annual Account Fee$125$125
secretarial$125$125
software$108$108

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSecurities Margin PayableDesc
BOY Book Value$452,103BOYBookValueAmt
EOY Book Value$451,799EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFITCategoryTxt
Amt$236Amt
Net Investment Income-$236NetInvestmentIncomeAmt

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