2025-07-23T15:59:56-05:00 2024-12-31 202792666 BURDS & KUNTZ PC 2200 WEST PORT PLAZA DR STE 203 ST LOUIS MO 63146 990PF 2024-01-01 541691517 THE CUNNANE FOUNDATION CUNN 3147502878 60 SEAGATE DRIVE UNIT P106 NAPLES FL 34103 JAMES J CUNNANE JR VICE PRESIDENT & TREASURER 3147502878 2025-07-08 1 1 BRADLEY COLEMAN P02383824 3143178900 2024 2025-03-06 01:10:19Z X 8501651 X 266050 10542 10542 247007 247007 143170 145699 143170 666769 400719 0 0 0 4800 4800 0 4670 1570 0 24878 24878 0 34348 31248 0 340000 340000 374348 31248 340000 292421 369471 536153 790236 790236 5255205 5293543 7711415 5791358 6083779 8501651 0 0 X 5791358 6083779 5791358 6083779 5791358 6083779 5791358 292421 0 6083779 0 6083779 SCHWAB LONG TERM CAPITAL GAIN DISTRIBUTION P 2024-12-31 145699 145699 145699 THROUGH CVI CREDIT VALUE FUND B V LP P 2024-12-31 2529 -2529 -2529 143170 5136 0 5136 0 5136 2890 0 8000 0 10890 0 5754 5754 0 0 0 0 0 0 0 0 0 0 0 1 1 FL VA 1 0 1 0 0 1 N/A JAMES J CUNNANE JR 3147502878 11212 HUNTERS POND ST LOUIS MO 63141 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CORNELIA B STEBELMAN 13663 AMIOT DR ST LOUIS MO 63146 PRESIDENT & SECRETARY 0.25 0 0 0 JAMES J CUNNANE JR 11212 HUNTERS POND ST LOUIS MO 63141 VICE PRESIDENT & TREASURER 0.25 0 0 0 NONE 0 NONE 0 0 7626170 302528 0 7928698 0 0 7928698 118930 7809768 390488 390488 5136 5136 385352 0 385352 0 385352 340000 0 340000 385352 90030 0 0 340000 90030 0 0 249970 0 0 0 0 0 0 0 0 135382 0 0 0 CORNELIA B STEBELMAN JAMES J CUNNANE JR X FATHERS & FAMILIES SUPPORT CENTER 1601 OLIVE STREET ST LOUIS MO 63103 NONE EXEMPT FURTHER CHARITABLE PURPOSE 55000 MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS 1 THEATRE DRIVE ST LOUIS MO 63112 NONE EXEMPT FURTHER CHARITABLE PURPOSE 15000 ST PATRICK CENTER 800 N TUCKER BLVD ST LOUIS MO 63101 NONE EXEMPT FURTHER CHARITABLE PURPOSE 130000 TODAY & TOMORROW FOUNDATION 20 ARCHBISHOP MAY DRIVE ST LOUIS MO 63119 NONE EXEMPT FURTHER CHARITABLE PURPOSE 70000 VISITATION ACADEMY OF ST LOUIS 3020 NORTH BALLAS ROAD ST LOUIS MO 63131 NONE EXEMPT FURTHER CHARITABLE PURPOSE 70000 340000 0 14 10542 14 247007 18 143170 0 400719 0 400719 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND EDITH CUNNANE 2020 CHARITABLE LEAD ANNUITY TRUST 11212 HUNTERS POND RD ST LOUIS MO 63141 266050 X TAX PREPARATION FEE 4800 4800 0 SCHWAB - MUTUAL FUNDS AT COST 4229022 6479420 SCHWAB - EXCHANGE TRADED FUNDS AT COST 204068 371542 CVI CREDIT VALUE FUND B V LP AT COST 860453 860453 ANNUAL STATE REGISTRATIONS 311 311 0 INVESTMENT MANAGEMENT FEES 21589 21589 0 THROUGH CVI CREDIT VALUE FUND B V LP 2960 2960 0 BANK SERVICE FEES 18 18 0 JAMES AND EDITH CUNNANE 2020 CHARITABLE LEAD ANNUITY TRUST 11212 HUNTERS POND ROAD ST LOUIS MO 63141 SCHWAB - FOREIGN TAX EXPENSE 1570 1570 0 CURRENT YEAR EXCISE TAX 3100 0 0