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
93rd percentile
Higher net margin than 93% 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
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Up$12,163,032
Up $844,926 (+7.5%) from 2016
Net Assets
Up$12,163,032
Up $844,926 (+7.5%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$1,441,884
Up $964,598 (+202%) from 2016
Expenses
Down$596,958
Down $174,804 (-23%) from 2016
Net Income
Up$844,926
Up $1,139,402 (+387%) from 2016
None
See Statement 1
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $11,318,106 | $12,163,032 | ▲ $844,926 |
| Investments in Publicly Traded Securities | $11,112,142 | $11,476,004 | ▲ $363,862 |
| Savings and Temporary Cash Investments | $205,964 | $687,028 | ▲ $481,064 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $11,318,106 | $12,163,032 | ▲ $844,926 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $11,318,106 | $12,163,032 | ▲ $844,926 |
| Total Liabilities and Net Assets / Fund Balance | $11,318,106 | $12,163,032 | ▲ $844,926 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $11,318,106 | - | ▲ $1,442,086 | - | $12,163,032 |
| 2016 | $11,612,582 | - | ▲ $477,286 | - | $11,318,106 |
| 2015 | $11,881,533 | - | ▲ $528,584 | - | $11,612,582 |
| 2014 | $11,299,763 | - | ▲ $1,231,548 | - | $11,881,533 |
| 2013 | $10,618,250 | - | ▲ $1,379,082 | - | $11,299,763 |
| Name | Title |
|---|---|
| Anthony Will | Trustee |
| Bruce B Alexander | Trustee |
| Richard P Ward | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $483,250 |
| Other Expenses | $113,708 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $481,500 | - | - | $481,500 |
| Fees for Service Investment Mgmnt Fees | - | $93,105 | - | $93,105 |
| Fees for Services Legal | - | $8,276 | - | $8,276 |
| Fees for Services Accounting | - | $3,800 | - | $3,800 |
| Grants to Domestic Individuals | $1,750 | - | - | $1,750 |
| Other Expenses | - | $125 | - | $125 |
| Total Functional Expenses | $483,250 | $113,708 | $0 | $596,958 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Cunningham Foundation | Milton, MA | 501(c)(3) | General Support | $475,000 |
| 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 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 | 11318106 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 12163032 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| 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 | 483250 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1441884 |
| IRS990/CYOtherExpensesAmt | 0 | 113708 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 844926 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 596958 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1441884 |
| 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 | 475000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3800 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3800 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 8276 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 8276 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 93105 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 93105 |
| 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 | 1105946 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantAmt | 0 | 475000 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 1750 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 1750 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 481500 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 481500 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 3314300 |
| IRS990/GrossReceiptsAmt | 0 | 3650238 |
| 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 | 335938 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 335938 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 11112142 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 11476004 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2208354 |
| 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 | 11318106 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 12163032 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1105946 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1105946 |
| 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 | Filing Fees |
| IRS990/OtherExpensesGrp/Desc | 2 | Annual Report Fee |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4902 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 3500 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 125 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4902 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3500 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 125 |
| 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 | 1750 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 1750 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 641989 |
| IRS990/PYInvestmentIncomeAmt | 0 | 477286 |
| IRS990/PYOtherExpensesAmt | 0 | 129773 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -294476 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 771762 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 477286 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 844926 |
| 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 | 205964 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 687028 |
| 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 | 1 |
| 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 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 avialable 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/ExplanationTxt | 2 | 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/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 046001228 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 6 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 481500 |
| 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 | 481500 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 113910 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 11318106 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 12163032 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 483250 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1442086 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 129773 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 11612582 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 11318106 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 641989 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 477286 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 111359 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 11881533 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 11612582 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 686176 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 528584 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 105528 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 11299763 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 11881533 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 544250 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1231548 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 103719 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 10618250 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 11299763 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 593850 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1379082 |
| 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 475000 |
| 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 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 75 Edge Hill Road |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 525 Canton Avenue |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Milton |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | Milton |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | MA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 02186 |
| 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 2017), 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: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 2 |
| 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 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 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | Mary A Cunningham Trust |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Cunningham Foundation |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 042104047 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Maintaining recreational areas in Milton, MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 509(a)(3); Type III- |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 75 Edge Hill Road |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Milton |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 02186 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 475000 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | Monthly Cash Flow Budget |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | Cunningham Foundation |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | B |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 1 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 11318106 |
| IRS990/TotalAssetsEOYAmt | 0 | 12163032 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 11318106 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 12163032 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 113708 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 483250 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 596958 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 11318106 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 12163032 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 483250 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 1441884 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1441884 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 3 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 11318106 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 12163032 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 75 Edgehill Road |
| IRS990/USAddress/CityNm | 0 | Milton |
| IRS990/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/USAddress/ZIPCd | 0 | 02186 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | NA |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| 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 | 2018-06-28 |
| 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 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.