Civic Intelligence

Mary a Cunningham Trust

EIN 04-2761371 • 501(c)3 • Milton, MA

Profile

None

75 Edgehill RoadMilton, MA 02186

na

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

45th percentile

3.0%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$13,854,567

Up $404,480 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,854,567

Up $404,480 (+3.0%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin79th percentile

Revenue

Up

$1,508,307

Up $619,814 (+70%) from 2023

Expenses

Down

$1,103,827

Down $74,020 (-6.3%) from 2023

Net Income

Up

$404,480

Up $693,834 (+240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $10,511,445Liabilities 2010: $0Net Assets 2010: $10,511,4452010Assets 2011: $10,682,911Liabilities 2011: $559,628Net Assets 2011: $10,123,2832011Assets 2012: $10,618,250Liabilities 2012: $0Net Assets 2012: $10,618,2502012Assets 2013: $11,299,763Liabilities 2013: $0Net Assets 2013: $11,299,7632013Assets 2014: $11,881,533Liabilities 2014: $0Net Assets 2014: $11,881,5332014Assets 2015: $11,612,582Liabilities 2015: $0Net Assets 2015: $11,612,5822015Assets 2016: $11,318,106Liabilities 2016: $0Net Assets 2016: $11,318,1062016Assets 2017: $12,163,032Liabilities 2017: $0Net Assets 2017: $12,163,0322017Assets 2018: $12,959,691Liabilities 2018: $0Net Assets 2018: $12,959,6912018Assets 2019: $13,112,792Liabilities 2019: $0Net Assets 2019: $13,112,7922019Assets 2020: $13,121,415Liabilities 2020: $0Net Assets 2020: $13,121,4152020Assets 2021: $13,931,409Liabilities 2021: $0Net Assets 2021: $13,931,4092021Assets 2022: $13,739,441Liabilities 2022: $0Net Assets 2022: $13,739,4412022Assets 2023: $13,450,087Liabilities 2023: $0Net Assets 2023: $13,450,0872023Assets 2024: $13,854,567Liabilities 2024: $0Net Assets 2024: $13,854,5672024

Highlighted filing

2024

Assets$13,854,567
Liabilities$0
Net Assets$13,854,567
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $814,0762010Expenses 2011: $755,3142011Expenses 2012: $408,6982012Revenue 2013: $1,379,082Expenses 2013: $697,569Net Income 2013: $681,5132013Revenue 2014: $1,231,548Expenses 2014: $649,778Net Income 2014: $581,7702014Revenue 2015: $528,584Expenses 2015: $797,535Net Income 2015: -$268,9512015Revenue 2016: $477,286Expenses 2016: $771,762Net Income 2016: -$294,4762016Revenue 2017: $1,441,884Expenses 2017: $596,958Net Income 2017: $844,9262017Revenue 2018: $901,408Expenses 2018: $104,749Net Income 2018: $796,6592018Revenue 2019: $1,382,783Expenses 2019: $1,229,682Net Income 2019: $153,1012019Revenue 2020: $1,242,358Expenses 2020: $1,233,735Net Income 2020: $8,6232020Revenue 2021: $2,252,431Expenses 2021: $1,442,437Net Income 2021: $809,9942021Revenue 2022: $949,187Expenses 2022: $1,141,155Net Income 2022: -$191,9682022Revenue 2023: $888,493Expenses 2023: $1,177,847Net Income 2023: -$289,3542023Revenue 2024: $1,508,307Expenses 2024: $1,103,827Net Income 2024: $404,4802024

Highlighted filing

2024

Revenue$1,508,307
Expenses$1,103,827
Net Income$404,480
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,854,567
Liabilities
$0
Net assets
$13,854,567
Revenue
$1,508,307
Expenses
$1,103,827
Net income
$404,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.00$13.9$1.51$1.10$0.40
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.89$1.18$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.00$13.7$0.95$1.14$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.00$13.9$2.25$1.44$0.81
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.1$0.00$13.1$1.24$1.23$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$1.38$1.23$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.00$13.0$0.90$0.10$0.80
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.00$12.2$1.44$0.60$0.84
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$0.48$0.77$0.29
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.53$0.80$0.27
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.9$0.00$11.9$1.23$0.65$0.58
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.38$0.70$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.00$10.6$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.56$10.1$0.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.00$10.5$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$3,976,411
Mission and Program Overview

Mission

None

See Statement 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$13,450,087$13,854,567▲ $404,480
Investments Other Securities$13,365,435$13,591,615▲ $226,180
Savings and Temporary Cash Investments$84,652$262,952▲ $178,300
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$13,450,087$13,854,567▲ $404,480
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,450,087$13,854,567▲ $404,480
Total Liabilities and Net Assets / Fund Balance$13,450,087$13,854,567▲ $404,480

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,656,567--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$13,450,087-▲ $1,508,307-$13,854,567
2023$13,739,441-▲ $888,493-$13,450,087
2022$13,931,409-▲ $949,187-$13,739,441
2021$13,121,415-▲ $2,252,431-$13,931,409
2020$13,112,792-▲ $1,242,358-$13,121,415
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Adam SholleyTrustee
Anthony WillTrustee
Edward E Wendell JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,508,307
Other Revenue
$0
Change in Net Assets
$404,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$993,795
Other Expenses$110,032
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$993,795--$993,795
Fees for Service Investment Mgmnt Fees-$104,762-$104,762
Fees for Services Accounting-$5,270-$5,270
Total Functional Expenses$993,795$110,032$0$1,103,827
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cunningham FoundationMilton, MA501(c)(3)General Support$993,795
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“There are no committees under the governing body.”

Form 990, Part VI, Section B, line 11B

“The Trustees reviewed the draft of the completed Form 990 to ensure the Form 990 was complete and accurate and then authorized the filing of the return.”

Form 990, Part VI, Section B, line 12C

“The Trust has a comprehensive compliance program which is monitored by the Trustees. The nature of the potential or actual conflict determines the level(s) at which a determination of potential conflict may exist. An individual involved with a potential conflict is prohibited from being in attendance at any meetings at which the matter is discussed. All Trustees are required to annually review, complete and certify compliance with the Trust's Conflict of Interest Policy. The Trust's policy provides for exceptions if disclosed promptly and approved by the appropriate level of management.”

Form 990, Part VI, Section C, line 19

“The Trust makes its governing documents available to the public upon request. In addition, the Massachusetts Form PC, which is an annual filing with the Office of the Attorney General of the Commonwealth of Massachusetts, includes a complete copy of the Trust's reviewed financial statements.”

Filing and Contact Details

Filer

Filer Name
Mary A Cunningham Trust
EIN
04-2761371
Phone
6179517000
Address
75 Edgehill Road, Milton, MA 02186

Signing Officer

Name
Anthony Will
Title
Trustee
Phone
6178353950
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Will
Formed
1904
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Pkf Jnd Pc
Address
400 Crown Colony Drive Suite 102, Quincy, MA 02169
Preparer
Robert V Dandrow
Phone
6174220007
Supplemental Narrative

Additional Explanations

Statement 1

“Supports the operation of a playground, park, swimming pool, and recreational areas for the benefit of the residents of the Town of Milton, Massachusetts through grants to the Cunningham Foundation, a related 501(c)(3) organization.”

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

Part V, Line 4:

“The endowment funds are used to: (1) Support the activities of the Cunningham Foundation which provides a park for use by the Town of Milton MA residents; (2) Support Town of Milton MA programs; (3) Support the Town of Milton MA in various ways.”

Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/PhoneNum06176963263
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt075 Edgehill Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Milton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002186
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt0993795
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IRS990/CYRevenuesLessExpensesAmt0404480
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01103827
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01508307
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
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IRS990/Desc0Support for the Town of Milton by making grants to The Cunningham Foundation, a related 501(c)(3) exempt organization which operates a playground, park and swimming pool for the residents of Milton.
IRS990/DescribedInSection501c3Ind01
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05270
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Adam Sholley
IRS990/Form990PartVIISectionAGrp/PersonNm1Edward E Wendell Jr
IRS990/Form990PartVIISectionAGrp/PersonNm2Anthony Will
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01904
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01139547
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0993795
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0993795
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0993795
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03607651
IRS990/GrossReceiptsAmt03976411
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0368760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0368760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013365435
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02468104
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0None
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013450087
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01139547
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/ProfessionalFundraisingInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trust supports the Town of Milton, which is an organization described in section 509(a)(1) and section 170(b)(1)(A)(v) as a local government unit, although the Town of Milton does not have an IRS determination of its status under section 509(a)(1).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust ensures that it annually provides the required information to the Town of Milton as required by the final regulations for Type III supporting organization status. However, the Trust is unable to provide the required information by the last day of the fifth month of the Trust's tax year because not all the information is available by this date. The Trust does provide the information as soon as it is available on an annual basis, to the extent not previously provided.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Trust has been in existence since 1904 and since then has worked closely with the Town of Milton to operate a park for the benefit of the residents of the Town. Although from time-to-time representatives of the Trust have served in leadership roles with the Town, the Trust relies upon its historic and continuing relationship with the Town of Milton as the basis for establishing that the Trust is responsive to the needs of the Town. As part of this ongoing relationship, the Town provides services to the park, in coordination with representatives of the Trust and the Foundation, without charge, and the Park Director is in regular communication with various Town officials.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3As described above in response to Line 2, the Trust's historic and continuing relationship with the Town of Milton demonstrates both the Trust's responsiveness to the needs of the Town of Milton and the significant voice the Town has with respect to the Trust.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4The Trust supports the Town of Milton by providing financial support to the Foundation for the operation of a playground, park, swimming pool, and recreational areas for the benefit of the residents of Milton, MA. The operation of these public facilities and recreational areas directly supports the government of the Town of Milton and but for the involvement of the Trust and the Foundation, the Town of Milton would either have to operate these facilities itself or they would not be available to the public any longer.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section D, Line 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section D, Line 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part IV, Section E, Line 1c:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046001228
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0993795
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Town of Milton MA and associated orgs and agencies
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0993795
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0110032
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013450087
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013854567
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0993795
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01508307
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0102813
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013739441
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013450087
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01075034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0888493
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0103102
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013931409
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013739441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01038053
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0949187
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0113126
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt013121415
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt013931409
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01329311
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02252431
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0102288
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt013112792
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt013121415
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01131447
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01242358
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08555641
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11379407
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23656567
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Equities
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Exchange Traded Funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Fixed Income
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment funds are used to: (1) Support the activities of the Cunningham Foundation which provides a park for use by the Town of Milton MA residents; (2) Support Town of Milton MA programs; (3) Support the Town of Milton MA in various ways.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt013591615
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0993795
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Cunningham Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0042104047
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt075 Edge Hill Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Milton
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002186
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The largest grants are made to the Cunningham Foundation. The grants are disbursed monthly based on the Foundation's budgeted expenditures for the operation of the Cunningham Park located in Milton, Massachusetts. Monthly the Trustees review the Foundation's internal financial statements and meet with the Park's Manager to review the Park's operations and future needs. Other grants, with the exception of an annual scholarship grant (None in 2024), are made after a review of the recipient organization's needs. As a condition for the grants, the recipient organization must be related to the Town of Milton or provide services vital to the Town of Milton, MA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supports the operation of a playground, park, swimming pool, and recreational areas for the benefit of the residents of the Town of Milton, Massachusetts through grants to the Cunningham Foundation, a related 501(c)(3) organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees under the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees reviewed the draft of the completed Form 990 to ensure the Form 990 was complete and accurate and then authorized the filing of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trust has a comprehensive compliance program which is monitored by the Trustees. The nature of the potential or actual conflict determines the level(s) at which a determination of potential conflict may exist. An individual involved with a potential conflict is prohibited from being in attendance at any meetings at which the matter is discussed. All Trustees are required to annually review, complete and certify compliance with the Trust's Conflict of Interest Policy. The Trust's policy provides for exceptions if disclosed promptly and approved by the appropriate level of management.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Trust makes its governing documents available to the public upon request. In addition, the Massachusetts Form PC, which is an annual filing with the Office of the Attorney General of the Commonwealth of Massachusetts, includes a complete copy of the Trust's reviewed financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5This process has not changed from the prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Statement 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Mary A Cunningham Trust
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Cunningham Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042104047
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Maintaining recreational areas in Milton, MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(3); Type III-
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt075 Edgehill Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Milton
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002186
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0993795
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Monthly Cash Flow Budget
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Cunningham Foundation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013450087
IRS990/TotalAssetsEOYAmt013854567
IRS990/TotalAssetsGrp/BOYAmt013450087
IRS990/TotalAssetsGrp/EOYAmt013854567
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0110032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0993795
IRS990/TotalFunctionalExpensesGrp/TotalAmt01103827
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013450087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013854567
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0993795
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01508307
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01508307
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013450087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013854567
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt075 Edgehill Road
IRS990/USAddress/CityNm0Milton
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002186
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Will
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06178353950
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary A Cunningham Trust
ReturnHeader/Filer/BusinessNameControlTxt0CUNN
ReturnHeader/Filer/EIN0042761371
ReturnHeader/Filer/PhoneNum06179517000
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Edgehill Road
ReturnHeader/Filer/USAddress/CityNm0Milton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002186
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043138777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF JND PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 Crown Colony Drive Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Quincy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06174220007
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-29

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