Cary M Maguire Foundation: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- Cary M Maguire Foundation (EIN 51-0169327)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-10-14
- IRS object ID
- 201302879349100705
- Schema version
- 2012v2.0
- 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
- Form 990-PF
- Schedule B
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-14T09:40:47-07:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK BLAQUIERE CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 Berkshire Lane Ste 1500 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752255846 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510169327 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cary M Maguire Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARY | NameControl |
| Phone | 2146588000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 Berkshire Lane | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cary M Maguire | Name |
| Title | President | Title |
| Date Signed | 2013-10-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark Blaquiere | Name |
| PTIN | P01470651 | PTIN |
| Phone | 2146588027 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2364470 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 14 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 24982 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24982 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 24982 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 8116 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10510 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8116 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 48112 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33112 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 24996 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 7500 | CompOfcrDirTrstRevAndExpnss |
| Interest Rev And Expnss | 9343 | InterestRevAndExpnss |
| Interest Net Invst Incm | 9343 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 12166 | TaxesRevAndExpnss |
| Occupancy Rev And Expnss | 1539 | OccupancyRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 1 | TravConfMeetingRevAndExpnss |
| Printing And Pub Rev And Expnss | 228 | PrintingAndPubRevAndExpnss |
| Other Expenses Rev And Expnss | 125 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 30902 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9468 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 40902 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9468 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7210 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 23644 | NetInvestmentIncome |
| Adjusted Net Income | 24996 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 139496 | CashBOY |
| Cash EOY | 162612 | CashEOY |
| Cash EOYFMV | 162612 | CashEOYFMV |
| Investments Corp Stock BOY | 2320783 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2201858 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2201858 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 1 | OtherAssetsBOY |
| Total Assets BOY | 2460280 | TotalAssetsBOY |
| Total Assets EOY | 2364470 | TotalAssetsEOY |
| Total Assets EOYFMV | 2364470 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 600 | AccountsPayableBOY |
| Accounts Payable EOY | 16866 | AccountsPayableEOY |
| Other Liabilities BOY | 843940 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 846344 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 844540 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 863210 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1615740 | UnrestrictedBOY |
| Unrestricted EOY | 1501260 | UnrestrictedEOY |
| Total Net Assets BOY | 1615740 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1501260 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2460280 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2364470 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1615740 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7210 | ExcessOfRevenueOverExpenses |
| Subtotal | 1622950 | Subtotal |
| Other Decreases | 121690 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1501260 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 200 shares Emerson | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2006-12-11 | DateAcquired |
| Date Sold | 2012-12-26 | DateSold |
| Gross Sales Price | 10510 | GrossSalesPrice |
| Cost Or Other Basis | 2394 | CostOrOtherBasis |
| Gain Or Loss | 8116 | GainOrLoss |
| Gains Minus Excess Or Losses | 8116 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8116 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 1210865 | NoncharitableAssetsYear1 |
| Qualifying Distributions Year2 | 1000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1970814 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.00051 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 979680 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.00102 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1201119 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.00083 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1511400 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.02647 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.02883 | TotalDistributionRatio |
| Average Distribution Ratio | 0.00577 | AverageDistributionRatio |
| Net Noncharitable Assets | 1265814 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7297 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 236 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7533 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 236 | InvestmentIncomeExciseTax |
| Subtotal | 236 | Subtotal |
| Tax Based On Investment Income | 236 | TaxBasedOnInvestmentIncome |
| Tax Due | 236 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cary Maguire | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2146588027 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 Berkshire Lane Suite 1500 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752255843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Undistr Income4942a2 App Year1 | 2011 | UndistrIncome4942a2AppYear1 |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Ann Maguire | ||||||
| 5950 Berkshire Lane Ste 1500 | Dallas | TX | 752255843 | Director | 0.10 | 600 |
| Blainey Hess | ||||||
| 6722 Glendora | Dallas | TX | 75230 | Director | 0.10 | 600 |
| Melinda Down | ||||||
| 5950 Berkshire Lane Ste 1500 | Dallas | TX | 752255843 | Director | 0.10 | 300 |
| Cary M Maguire JR | ||||||
| 2 Harbourton Woodsville Rd | Hopewell Township | NJ | 085343708 | Director | 0.10 | 600 |
| Cary M Maguire | ||||||
| 4606 Park Lane | Dallas | TX | 75220 | President | 0.50 | 5400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1987770 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 141983 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2129753 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 843939 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1285814 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20000 | CashDeemedCharitable |
| Net Noncharitable Assets | 1265814 | NetNoncharitableAssets |
| Minimum Investment Return | 63291 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 63291 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 236 | TaxBasedOnInvestmentIncome |
| Total Tax | 236 | TotalTax |
| Distributable Amount Before Adj | 63055 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 63055 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 63055 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10000 | ExpensesAndContributions |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 236 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9764 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 63055 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 49765 | UndistributedIncomePriorYear |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| Applied To Year1 | 10000 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Taxable Amount2 | 39765 | TaxableAmount2 |
| Undistributed Income CY | 63055 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Cary M Maguire | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | CMM Cntr for EthicsThe American Col | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 South Bryn Mawr Avenue | AddressLine1 |
| City | Bryn Mawr | City |
| State | PA | State |
| ZIP Code | 19010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | yes | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | further any goal without restriction of the non-profit eductional institution | PurposeOfGrantOrContribution |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 24982 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8116 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 33112 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33112 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | Provided funds | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Cary M Maguire | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4606 Park Lane | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752202025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 15000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Market conditions not appropriate for investment | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Public Securities | NameOfStock |
| EOY Book Value | 2201858 | EOYBookValue |
| EOYFMV | 2201858 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank | Description |
| Revenue And Expenses Per Books | 125 | RevenueAndExpensesPerBooks |
| Net Investment Income | 125 | NetInvestmentIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Securities Margin Payable | Description |
| BOY Book Value | 843940 | BOYBookValue |
| EOY Book Value | 846344 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | Category |
| Amount | $12,166 | Amount |
Comments