BETA

Cary M Maguire Foundation: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
Cary M Maguire Foundation (EIN 51-0169327)
Tax period
2017-04-01 to 2018-03-31
Filed
2018-08-12
IRS object ID
201822249349100202
Schema version
2017v2.2
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)
Return2018-08-12T18:49:21-07:00ReturnTs
Tax Period End2018-03-31TaxPeriodEndDt

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
ZIP752255846ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-04-01TaxPeriodBeginDt

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)
PersonCary M MaguirePersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark BlaquierePreparerPersonNm
PTINP01470651PTIN
Phone2146588027PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$23InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$30,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,148DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30,148DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$396NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$396GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$396CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$55,567TotalRevAndExpnssAmt
Total Net Invst Incm$30,567TotalNetInvstIncmAmt
Total Adj Net Incm$30,171TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,500CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$15,089InterestRevAndExpnssAmt
Interest Net Invst Incm$15,089InterestNetInvstIncmAmt
Taxes Rev And Expnss$6,680TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$5,123OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$337OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$337OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$337OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$34,729TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,426TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$337TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,729TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,426TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$337TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,838ExcessRevenueOverExpensesAmt
Net Investment Income$15,141NetInvestmentIncomeAmt
Adjusted Net Income$29,834AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,339CashBOYAmt
Cash EOY$89,974CashEOYAmt
Acct Rcvbl$5,436AcctRcvblAmt
Acct Rcvbl EOY$5,436AcctRcvblEOYAmt
Corporate Stock BOY$2,277,626CorporateStockBOYAmt
Corporate Stock EOY$2,644,597CorporateStockEOYAmt
Total Assets BOY$2,351,965TotalAssetsBOYAmt
Total Assets EOY$2,740,007TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$10,540AccountsPayableBOYAmt
Accounts Payable EOY$9,041AccountsPayableEOYAmt
Other Liabilities BOY$613,751OtherLiabilitiesBOYAmt
Other Liabilities EOY$615,483OtherLiabilitiesEOYAmt
Total Liabilities BOY$624,291TotalLiabilitiesBOYAmt
Total Liabilities EOY$624,524TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,727,674UnrestrictedBOYAmt
Unrestricted EOY$2,115,483UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,727,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,115,483TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,351,965TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,740,007TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,727,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,838ExcessRevenueOverExpensesAmt
Other Increases$366,971OtherIncreasesAmt
Subtotal$2,115,483SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,115,483TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1 American Airlines Common StockPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2010-12-31AcquiredDt
Sold2017-12-04SoldDt
Gross Sales Price$396GrossSalesPriceAmt
Gain Or Loss$396GainOrLossAmt
Gains Minus Excess Or Losses$396GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$396CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,456,526AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,745,387NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.83450DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,226,369NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.02470DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,087,738NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.00479DistributionYr3Rt
Adjusted Qlfy Distri Yr4$108,204AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$134,048NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.80720DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,211AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,265,814NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.00649DistributionYr5Rt
Total Distribution1.677684TotalDistributionRt
Average Distribution0.335537AverageDistributionRt
Net Vl Noncharitable Assets$1,925,112NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$645,946AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$151NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$646,097AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$303InvestmentIncomeExciseTaxAmt
Subtotal$303SubtotalAmt
Tax Based On Investment Income$303TaxBasedOnInvestmentIncomeAmt
Tax Due$303TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
5950 Berkshire Lane Ste 1500DallasTX752255843Director0.10$500
Blainey Hess
5950 Berkshire Ln Suite 1500DallasTX75225Director0.10$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$2,496,925AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,409AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,567,334TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$612,906AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,954,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,316CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,925,112NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,256MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,256MinimumInvestmentReturnAmt
Tax Based On Investment Income$303TaxBasedOnInvestmentIncomeAmt
Total Tax$303TotalTaxAmt
Distributable Before Adj$95,953DistributableBeforeAdjAmt
Distributable Before Ded$95,953DistributableBeforeDedAmt
Distributable As Adjusted$95,953DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,953DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,274,606ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,274,606TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$95,953ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$95,953ExcessDistributionCyovAppCYAmt
Total Corpus$1,178,653TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,178,653ExcessDistriCyovToNextYrAmt
Excess From Year1$1,178,653ExcessFromYear1Amt

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$23RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,148RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$396RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,567RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,567TotalIncomeProducingActyAmt

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 StatementProvided fundsRelationshipStatementTxt

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$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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 IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Merrill Lynch Annual Account Fee$125$125$125
secretarial$125$125$125
software$87$87$87

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSecurities Margin PayableDesc
BOY Book Value$613,751BOYBookValueAmt
EOY Book Value$615,483EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederalCategoryTxt
Amt$6,680Amt

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