BETA

Cary M Maguire Foundation: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
Cary M Maguire Foundation (EIN 51-0169327)
Tax period
2015-04-01 to 2016-03-31
Filed
2016-11-12
IRS object ID
201603179349100500
Schema version
2015v2.0
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)
Return2016-11-12T07:23:12-08:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2015-04-01TaxPeriodBeginDt

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
Signature2016-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark BlaquierePreparerPersonNm
PTINP01470651PTIN
Phone2146588027PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$53,872DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,872DividendsNetInvstIncmAmt
Dividends Adj Net Incm$53,872DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$98,325NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$527,292GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$98,325CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$177,205TotalRevAndExpnssAmt
Total Net Invst Incm$152,205TotalNetInvstIncmAmt
Total Adj Net Incm$53,880TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,200CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$16,429InterestRevAndExpnssAmt
Interest Net Invst Incm$16,429InterestNetInvstIncmAmt
Occupancy Rev And Expnss$7,800OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$375OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$375OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$375OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$31,804TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,804TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$375TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,804TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,804TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$375TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$55,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$90,401ExcessRevenueOverExpensesAmt
Net Investment Income$135,401NetInvestmentIncomeAmt
Adjusted Net Income$53,505AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$69,213CashBOYAmt
Cash EOY$66,764CashEOYAmt
Acct Rcvbl$9,036AcctRcvblAmt
Acct Rcvbl BOY$3,100AcctRcvblBOYAmt
Acct Rcvbl EOY$9,036AcctRcvblEOYAmt
Corporate Stock BOY$3,097,786CorporateStockBOYAmt
Corporate Stock EOY$3,478,964CorporateStockEOYAmt
Total Assets BOY$3,170,099TotalAssetsBOYAmt
Total Assets EOY$3,554,764TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,277AccountsPayableBOYAmt
Accounts Payable EOY$6,876AccountsPayableEOYAmt
Other Liabilities BOY$1,029,968OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,554,760OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,033,245TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,561,636TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,136,854UnrestrictedBOYAmt
Unrestricted EOY$1,993,128UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,136,854TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,993,128TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,170,099TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,554,764TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,136,854TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$90,401ExcessRevenueOverExpensesAmt
Subtotal$2,227,255SubtotalAmt
Other Decreases$234,127OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,993,128TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1800 CitigroupP2003-12-152015-07-02$49,177$43,641$5,536$5,536
1100 CitigroupP2013-12-262015-07-02$30,053$24,027$6,026$6,026
1100 CitigroupP2013-12-262015-07-02$30,053$24,027$6,026$6,026
3825 CitigroupP2013-12-272015-07-02$104,502$84,318$20,184$20,184
3825 CitigroupP2013-12-272015-07-02$104,502$84,318$20,184$20,184
3825 CitigroupP2013-12-272015-07-02$104,502$84,318$20,184$20,184
3825 CitigroupP2013-12-272015-07-02$104,503$84,318$20,185$20,185
FieldValueIRS element (for citing)
Capital Gain Net Income$98,325CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,087,738NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.00479DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,204AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$134,048NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.80720DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,211AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,265,814NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.00649DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$2,210,865NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$1,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,970,814NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.00051DistributionYr5Rt
Total Distribution0.818987TotalDistributionRt
Average Distribution0.163797AverageDistributionRt
Net Vl Noncharitable Assets$2,226,369NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$364,673AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,354NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$366,027AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,708InvestmentIncomeExciseTaxAmt
Subtotal$2,708SubtotalAmt
Tax Based On Investment Income$2,708TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Tax Due$2,723TaxDueAmt

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 LaneDallasTX75220President0.50$5,400
Cary M Maguire JR
2 Harbourton Woodsville RdHopewell TownshipNJ085343708Director0.10$600
Melinda Down
5950 Berkshire Lane Ste 1500DallasTX752255843Director0.10$600
Blainey Hess
5950 Berkshire Ln Suite 1500DallasTX75225Director0.10$600
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$2,192,826AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,447AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,260,273TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,260,273AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,904CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,226,369NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,318MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,318MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,708TaxBasedOnInvestmentIncomeAmt
Total Tax$2,708TotalTaxAmt
Distributable Before Adj$108,610DistributableBeforeAdjAmt
Distributable Before Ded$108,610DistributableBeforeDedAmt
Distributable As Adjusted$108,610DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,000ExpensesAndContributionsAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$55,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,610DistributableAsAdjustedAmt
Undistributed Income PY$50,123UndistributedIncomePYAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt
Applied To Year1$50,123AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,877AppliedToCurrentYearAmt
Undistributed Income CY$103,733UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UT Southwestern Medical CenterBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15323 Harry Hines BoulevardAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75390ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution Purposemedical researchGrantOrContributionPurposeTxt
Amt$55,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$53,872RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$98,325RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$152,205RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,205TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
DescmiscellaneousDesc
Revenue And Expenses Per Books$375RevenueAndExpensesPerBooksAmt
Net Investment Income$375NetInvestmentIncomeAmt
Adjusted Net Income$375AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSecurities Margin PayableDesc
BOY Book Value$1,029,968BOYBookValueAmt
EOY Book Value$1,554,760EOYBookValueAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.