Liabilities / Assets
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
12th percentile
Higher top officer pay than 12% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Assets
Up$11,881,533
Up $581,770 (+5.1%) from 2013
Net Assets
Up$11,881,533
Up $581,770 (+5.1%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue
Down$1,231,548
Down $147,534 (-11%) from 2013
Expenses
Down$649,778
Down $47,791 (-6.9%) from 2013
Net Income
Down$581,770
Down $99,743 (-15%) from 2013
None
See Statement 1
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $11,299,763 | $11,881,533 | ▲ $581,770 |
| Investments in Publicly Traded Securities | $11,210,293 | $11,300,707 | ▲ $90,414 |
| Savings and Temporary Cash Investments | $89,470 | $580,826 | ▲ $491,356 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $11,299,763 | $11,881,533 | ▲ $581,770 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $11,299,763 | $11,881,533 | ▲ $581,770 |
| Total Liabilities and Net Assets / Fund Balance | $11,299,763 | $11,881,533 | ▲ $581,770 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $11,299,763 | - | ▲ $1,231,548 | - | $11,881,533 |
| 2013 | $10,618,250 | - | ▲ $1,379,082 | - | $11,299,763 |
| 2012 | $10,123,283 | - | ▲ $903,665 | - | $10,618,250 |
| 2011 | $10,511,445 | - | ▲ $367,152 | - | $10,123,283 |
| 2010 | $10,956,080 | - | ▲ $369,441 | - | $10,511,445 |
| Name | Title |
|---|---|
| Anthony Will | Trustee |
| Bruce B Alexander | Trustee |
| Richard P Ward | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $544,250 |
| Other Expenses | $105,528 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $543,250 | - | - | $543,250 |
| Fees for Service Investment Mgmnt Fees | - | $91,101 | - | $91,101 |
| Fees for Services Legal | - | $7,016 | - | $7,016 |
| Fees for Services Accounting | - | $3,700 | - | $3,700 |
| Grants to Domestic Individuals | $1,000 | - | - | $1,000 |
| Other Expenses | - | $330 | - | $330 |
| Total Functional Expenses | $544,250 | $105,528 | $0 | $649,778 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Cunningham Foundation | Milton, MA | 501(c)(3) | General Support | $536,750 |
| Town of Milton | Milton, MA | Gov't organization | Support activities of the Town of Milton | $6,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“There are no committees under the governing body.”
“The Trustees engaged a law firm to review its Form 990 for technical compliance. Once so reviewed 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.”
“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.”
“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 Annual Probate Report.”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | See Statement 1 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Ropes & Gray LLP |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6179517000 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | Prudential Tower 800 Boylston ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Boston |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 021993600 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 11299763 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 11881533 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 544250 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1231548 |
| IRS990/CYOtherExpensesAmt | 0 | 105528 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 581770 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 649778 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1231548 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Support 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/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 536750 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3700 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3700 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 7016 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 7016 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 91101 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 91101 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Bruce B Alexander |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Richard P Ward |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Anthony Will |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1904 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 918040 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantAmt | 0 | 536750 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 1000 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 1000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 543250 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 543250 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4488771 |
| IRS990/GrossReceiptsAmt | 0 | 4802279 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 313508 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 313508 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 11210293 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 11300707 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 3570731 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | None |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 11299763 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 11881533 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 918040 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 918040 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Foreign Taxes |
| IRS990/OtherExpensesGrp/Desc | 1 | Fees |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3381 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 330 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 3381 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 330 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Bruce B Alexander |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Support for programs operated by the Town of Milton, including the special needs summer program. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 6500 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 6500 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Scholarship award |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 1000 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 1000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 593850 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1379082 |
| IRS990/PYOtherExpensesAmt | 0 | 103719 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 681513 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 697569 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1379082 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 581770 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 89470 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 580826 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | The 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/ExplanationTxt | 1 | The Trust has taken corrective action to ensure that it annually provides the required information to the Town of Milton as required by the final regulations for Type III supporting organization status. The Trust has been in existence since 1904 when it was formed under the will of Mary A. Cunningham for the purpose of aiding parks and other public facilities in the Town of Milton. Shortly after it was formed the Trust acquired property that was used as a public park for the residents of the Town of Milton. In 1933 the trustees of the Trust formed the Cunningham Foundation for the purpose of operating the park and other public recreational facilities for the Town of Milton, and to which the Trust transferred the park. The Trust continues to support the Town of Milton by providing financial support to the Foundation. The Town of Milton is regularly aware of the Trust's ongoing support of the Town, including through the regular interactions between the Trust's and Foundation's representatives and the Town's Departments in the operation and support of the park. The Trust's failure to comply with the specific notification requirements in the regulations by the deadline is attributable to the Trusts' representatives unfamiliarity with the specifics of those new rules. Going forward, however, the Trust will ensure that the Town of Milton is provided on an annual basis (1) written notice describing the type and amount of support provided by the Trust during the prior tax year, (2) a copy of the Trust's Form 990 that was most recently filed as of the date of notification, and (3) copies of the Trust's governing documents in effect on the date of notification, to the extent not previously provided. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | As noted, the Trust has been in existence since 1904 and since then has worked closely with the Town of Milton to operate a public 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/ExplanationTxt | 3 | As 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/ExplanationTxt | 4 | The Trust supports the Town of Milton by providing financial support to the Foundation for the operation of a playground, public 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/FormAndLineReferenceDesc | 0 | Part IV, Section A, Line 2: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Part IV, Section D, Line 1: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | Part IV, Section D, Line 2: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | Part IV, Section D, Line 3: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 4 | Part IV, Section E, Line 1c: |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 046001228 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 6 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 543250 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | The Town of Milton MA and associated orgs and agencies |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 543250 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 105528 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 11299763 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 11881533 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 544250 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1231548 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 103719 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 10618250 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 11299763 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 593850 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1379082 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 101848 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 10123283 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 10618250 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 306850 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 903665 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 104564 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 10511445 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 10123283 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 650750 |
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| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 10511445 |
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| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 6500 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | Gov't organization |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | General Support |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | Support activities of the Town of Milton |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | Cunningham Foundation |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | Town of Milton |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 042104047 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 046001228 |
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| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 525 Canton Ave |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Milton |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | Milton |
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| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | MA |
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| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 02186 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | The 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 ($1,000 in 2014), 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/FormAndLineReferenceDesc | 0 | Part I, Line 2: |
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| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | There are no committees under the governing body. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Trustees engaged a law firm to review its Form 990 for technical compliance. Once so reviewed 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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 Annual Probate Report. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Statement 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Maintaining recreational areas in Milton, MA |
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| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | B |
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| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
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| IRS990/USAddress/CityNm | 0 | Milton |
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| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | NA |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Bruce B Alexander |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6179517000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-09-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Mary A Cunningham Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CUNN |
| ReturnHeader/Filer/EIN | 0 | 042761371 |
| ReturnHeader/Filer/PhoneNum | 0 | 6179517000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 75 Edgehill Road |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Milton |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PKF PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 300 Crown Colony Drive Suite 400 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.