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Cary M Maguire Foundation: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
Cary M Maguire Foundation (EIN 51-0169327)
Tax period
2014-04-01 to 2015-03-31
Filed
2015-10-15
IRS object ID
201512889349100761
Schema version
2014v5.0
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)
Return2015-10-15T19:57:57-07:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

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 Begin2014-04-01TaxPeriodBeginDt

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
Signature2015-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark BlaquierePreparerPersonNm
PTINP01470651PTIN
Phone2146588027PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

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
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$46,428DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,428DividendsNetInvstIncmAmt
Dividends Adj Net Incm$46,428DividendsAdjNetIncmAmt
Total Rev And Expnss$71,428TotalRevAndExpnssAmt
Total Net Invst Incm$46,428TotalNetInvstIncmAmt
Total Adj Net Incm$46,428TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,400CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$10,724InterestRevAndExpnssAmt
Interest Net Invst Incm$10,724InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,593TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,593TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$5,581OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$533OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$533OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$533OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$26,831TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$533TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,850TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$533TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,597ExcessRevenueOverExpensesAmt
Net Investment Income$33,578NetInvestmentIncomeAmt
Adjusted Net Income$45,895AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$396,994CashBOYAmt
Cash EOY$69,213CashEOYAmt
Acct Rcvbl$3,100AcctRcvblAmt
Acct Rcvbl EOY$3,100AcctRcvblEOYAmt
Corporate Stock BOY$2,305,765CorporateStockBOYAmt
Corporate Stock EOY$3,097,786CorporateStockEOYAmt
Total Assets BOY$2,702,759TotalAssetsBOYAmt
Total Assets EOY$3,170,099TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,500AccountsPayableBOYAmt
Accounts Payable EOY$3,277AccountsPayableEOYAmt
Other Liabilities BOY$668,470OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,029,968OtherLiabilitiesEOYAmt
Total Liabilities BOY$671,970TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,033,245TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,030,789UnrestrictedBOYAmt
Unrestricted EOY$2,136,854UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,030,789TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,136,854TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,702,759TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,170,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,030,789TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,597ExcessRevenueOverExpensesAmt
Other Increases$71,468OtherIncreasesAmt
Subtotal$2,136,854SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,136,854TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,204AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$134,048NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.80720DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,211AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,265,814NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00649DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$2,210,865NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$1,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,970,814NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.00051DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$979,680NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.00102DistributionYr5Rt
Total Distribution0.81522TotalDistributionRt
Average Distribution0.16304AverageDistributionRt
Net Vl Noncharitable Assets$2,087,738NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$340,393AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$336NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$340,729AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$672InvestmentIncomeExciseTaxAmt
Subtotal$672SubtotalAmt
Tax Based On Investment Income$672TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Tax Due$680TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
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$6,600
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$3,053,765AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,108,525TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$1,000,787AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,107,738AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,087,738NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,387MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,387MinimumInvestmentReturnAmt
Tax Based On Investment Income$672TaxBasedOnInvestmentIncomeAmt
Total Tax$672TotalTaxAmt
Distributable Before Adj$103,715DistributableBeforeAdjAmt
Distributable Before Ded$103,715DistributableBeforeDedAmt
Distributable As Adjusted$103,715DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$103,715DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$43,592ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$43,592TotalExcessDistributionCyovAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$43,592ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$43,592ExcessDistributionCyovAppCYAmt
Undistributed Income CY$50,123UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonCMM Cntr for EthicsThe American ColRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1270 South Bryn Mawr AvenueAddressLine1Txt
CityBryn MawrCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusyesRecipientFoundationStatusTxt
Grant Or Contribution Purposefurther any goal without restriction of the non-profit eductional institutionGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$46,428UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$46,428UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,428TotalIncomeProducingActyAmt

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

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$533RevenueAndExpensesPerBooksAmt
Net Investment Income$533NetInvestmentIncomeAmt
Adjusted Net Income$533AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSecurities Margin PayableDesc
BOY Book Value$668,470BOYBookValueAmt
EOY Book Value$1,029,968EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryfederalCategoryTxt
Amt$1,593Amt
Net Investment Income$1,593NetInvestmentIncomeAmt

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