Civic Intelligence

Mary a Cunningham Trust

990 • Fiscal year 2018 • EIN 04-2761371

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 20, 2019

Organization ProfileNA
75 Edgehill RoadMilton, MA 02186

(617) 951-7000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

66th percentile

6.5%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$12,959,691

Up $796,659 (+6.5%) from 2017

Net Assets

Up

$12,959,691

Up $796,659 (+6.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin98th percentile

Revenue

Down

$901,408

Down $540,476 (-37%) from 2017

Expenses

Down

$104,749

Down $492,209 (-82%) from 2017

Net Income

Down

$796,659

Down $48,267 (-5.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$12,959,691
Liabilities$0
Net Assets$12,959,691
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$901,408
Expenses$104,749
Net Income$796,659
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 20, 2019
Return Version
2018v3.1
Gross Receipts
$3,185,833
Mission and Program Overview

Mission

None

See Statement 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,163,032$12,959,691▲ $796,659
Investments in Publicly Traded Securities$11,476,004$12,734,180▲ $1,258,176
Savings and Temporary Cash Investments$687,028$225,511▼ $461,517
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$12,163,032$12,959,691▲ $796,659
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,163,032$12,959,691▲ $796,659
Total Liabilities and Net Assets / Fund Balance$12,163,032$12,959,691▲ $796,659

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,163,032-▲ $901,408-$12,959,691
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
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Anthony WillTrustee
Bruce B AlexanderTrustee
Richard P WardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$901,408
Other Revenue
$0
Change in Net Assets
$796,659

Audited Revenue Reconciliation

Revenue per Audited Statements
$800,159
Revenue Not Reported on Financial Statements
$101,249
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$800,159
Total Revenue per Form 990
$901,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,749
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$99,031-$99,031
Other Expenses-$2,218-$2,218
Total Functional Expenses$0$104,749$0$104,749

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$104,749
Expenses Not Reported on Financial Statements$101,249
Expenses per Audited Statements$3,500
Total Expenses per Audited Statements$3,500
Expenses Not Reported on Form 990$0
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 audited 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
Bruce B Alexander
Title
Trustee
Phone
6179517000
Signed
2019-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce B Alexander
Formed
1904
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Pkf Pc
Address
300 Crown Colony Drive Suite 400, 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 Appendix393 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.

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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 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/ExplanationTxt2The 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/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, 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/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:
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0129773
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011612582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt011318106
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0641989
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0477286
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0111359
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt011881533
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011612582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0686176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0528584
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0105528
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011299763
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt011881533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0544250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01231548
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0101249
IRS990ScheduleD/ExpensesSubtotalAmt03500
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0101249
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0101249
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0101249
IRS990ScheduleD/RevenueSubtotalAmt0800159
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/TotalExpensesPerForm990Amt0104749
IRS990ScheduleD/TotalRevenuePerForm990Amt0901408
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0800159
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03500
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 audited 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/GiftGrntOrCapContriToOthOrgInd00
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 Edge Hill 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/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012163032
IRS990/TotalAssetsEOYAmt012959691
IRS990/TotalAssetsGrp/BOYAmt012163032
IRS990/TotalAssetsGrp/EOYAmt012959691
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0104749
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104749
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012163032
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012959691
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0901408
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0901408
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012163032
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012959691
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/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce B Alexander
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06179517000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId021DE93B08DE5D60E6D0CF8C70EA92FC3679ECD03
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId021DE93B08DE5D60E6D0CF8C70EA92FC3679ECD03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.44.61.252
ReturnHeader/FilingSecurityInformation/IPDt02019-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:44:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043138777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Crown Colony Drive Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Quincy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06174220007
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert V Dandrow
ReturnHeader/ReturnTs02019-09-04T08:01:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,959,691
Liabilities
$0
Net assets
$12,959,691
Revenue
$901,408
Expenses
$104,749
Net income
$796,659
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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