STRATEGY STUDIO / PUBLIC DATA EXPLORER

CUNNINGTON FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CUNNINGTON FAMILY FOUNDATION (EIN 20-4154121)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-13
IRS object ID
201323179349100102
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-13T07:11:42-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN381357951EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 307AddressLine1
CitySOUTHFIELDCity
StateMIState
ZIP Code480370307ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN204154121EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CUNNINGTON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCUNNNameControl
Phone2485946622Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line136700 WOODWARD AVE SUITE 101AddressLine1
CityBLOOMFIELD HILLSCity
StateMIState
ZIP Code483040929ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLAURIE CUNNINGTONName
TitlePRESIDENTTitle
Phone2485946622Phone
Date Signed2013-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRIAN SCHULTZName
PTINP00240340PTIN
Phone2483522500Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1070FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss53700ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses53700TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1700AccountingFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss6286TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps6286TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss1109OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps1109OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss9095TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps9095TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss51838ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps51838ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss60933TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps60933TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-7233ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY8303CashBOY
Cash EOY1070CashEOY
Cash EOYFMV1070CashEOYFMV
Total Assets BOY8303TotalAssetsBOY
Total Assets EOY1070TotalAssetsEOY
Total Assets EOYFMV1070TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY8303RetainedEarningsBOY
Retained Earnings EOY1070RetainedEarningsEOY
Total Net Assets BOY8303TotalNetAssetsBOY
Total Net Assets EOY1070TotalNetAssetsEOY
Total Liabilities Net Assets BOY8303TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1070TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY8303TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-7233ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1070Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1070TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year133793QualifyingDistributionsYear1
Noncharitable Assets Year12714NoncharitableAssetsYear1
Distribution Ratio Year112.451363DistributionRatioYear1
Qualifying Distributions Year258617QualifyingDistributionsYear2
Noncharitable Assets Year25961NoncharitableAssetsYear2
Distribution Ratio Year29.833417DistributionRatioYear2
Qualifying Distributions Year3126649QualifyingDistributionsYear3
Noncharitable Assets Year35089NoncharitableAssetsYear3
Distribution Ratio Year324.886815DistributionRatioYear3
Qualifying Distributions Year4265298QualifyingDistributionsYear4
Noncharitable Assets Year412279NoncharitableAssetsYear4
Distribution Ratio Year421.605831DistributionRatioYear4
Qualifying Distributions Year5706146QualifyingDistributionsYear5
Noncharitable Assets Year58951NoncharitableAssetsYear5
Distribution Ratio Year578.890180DistributionRatioYear5
Total Distribution Ratio147.667606TotalDistributionRatio
Average Distribution Ratio29.533521AverageDistributionRatio
Net Noncharitable Assets7485NetNoncharitableAssets
Adjusted Noncharitable Assets221058AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One221058AdjNonchrtblAssetsAndOnePct
Qualifying Distributions60933QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAURIE CUNNINGTONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2485946622BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line136700 WOODWARD AVENUE SUITE 101AddressLine1
CityBLOOMFIELD HILLSCity
StateMIState
ZIP Code483040929ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LAURIE CUNNINGTON
36700 WOODWARD AVENUE SUITE 101BLOOMFIELD HILLSMI48304PRES/SECRETARY/DIRECTOR1.00000
THOMAS CUNNINGTON
36700 WOODWARD AVENUE SUITE 101BLOOMFIELD HILLSMI48304TREASURER/CHAIRMAN OF BOAR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances7599AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets7599TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets7599AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable114CashDeemedCharitable
Net Noncharitable Assets7485NetNoncharitableAssets
Minimum Investment Return374MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return374MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj374DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded374DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted374DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions60933ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions60933QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions60933AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted374DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5705698ExcessDistriCarryoverYear5
Excess Distri Carryover Year4264684ExcessDistriCarryoverYear4
Excess Distri Carryover Year3126395ExcessDistriCarryoverYear3
Excess Distri Carryover Year257819ExcessDistriCarryoverYear2
Excess Distri Carryover Year133657ExcessDistriCarryoverYear1
Total Excess Distri Carryover1188253TotalExcessDistriCarryover
Qualifying Distributions60933QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year374AppliedToCurrentYear
Remaining Distri From Corpus60559RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1248812TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5705698ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year543114ExcessDistriCyovToNextYear
Excess From Year4264684ExcessFromYear4
Excess From Year3126395ExcessFromYear3
Excess From Year257819ExcessFromYear2
Excess From Year133657ExcessFromYear1
Excess From Current Year60559ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerLAURIE CUNNINGTONContributingManager
Contributing ManagerTHOMAS CUNNINGTONContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BEYOND BASICS
PO BOX 1504BIRMINGHAMMI48012NONEPUBLICGENERAL WELFARE$5,400
HARVARD WOMEN'S LEADERSHIP BOARD
79 JFK STREETCAMBRIDGEMA02138NONEPUBLICEDUCATION$10,678
JOINT AID MANAGEMENT
5127 KNAPP PLACEALEXANDRIAVA22304NONEPUBLICGENERAL WELFARE$5,360
OAKLAND FAMILY SERVICES
114 ORCHARD LAKE ROADPONTIACMI48341NONEPUBLICGENERAL WELFARE$5,000
PRESERVATION BLOOMFIELD
PO BOX 332BLOOMFIELD HILLSMI48303NONEPUBLICGENERAL WELFARE$100
WOMEN OF TOMORROW MENTOR & SCHOLARSHIP PROGRAM INC
30555 SOUTHFIELD ROAD SUITE 500SOUTHFIELDMI48076NONEPUBLICGENERAL WELFARE$3,600
YES FOUNDATION
30600 TELEGRAPH RD 1260BINGHAM FARMSMI48025NONEPUBLICGENERAL WELFARE$1,000
KIDS HOPE USA
100 S PINE ST SUITE 280ZEELANDMI49464NONEPUBLICGENERAL WELFARE$5,000
YOUNG LIFE
PO BOX 250COLORADO SPRINGSCO80901NONEPUBLICGENERAL WELFARE$500
THE WAGNER FOUNDATION
PO BOX 307LYONSWI53148NONEPUBLICGENERAL WELFARE$200
ATLAS OIL FOR MILITARY
150 LONE PINEBLOOMFIELD HILLSMI48304NONEPUBLICGENERAL WELFARE$5,000
NORMAN PRITCHARD
1340 WEST LONG LAKE RDBLOOMFIELD HILLSMI48302NONERELIGOUS$5,000
TRES ADAMS
1340 WEST LONG LAKE RDBLOOMFIELD HILLSMI48302NONERELIGOUS$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year51838TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualTHOMAS W LAURIE CUNNINGTONContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line136700 WOODWARD AVE SUITE 101AddressLine1
CityBLOOMFIELD HILLSCity
StateMIState
ZIP Code48304ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions53700AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,700Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps1700DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionOTHER CHARITABLE EXPENSESDescription
Revenue And Expenses Per Books1109RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps1109DisbursementsCharitablePrps