2025-10-30T12:17:32-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 832695299 Cunningham Family Foundation % Foundation Source CUNN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Kevin Cunningham President 8008391754 2025-10-22 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4975764 X 4417269 794 794 48364 48364 53034 1517603 122456 4519461 171614 0 5285 5285 204 9847 9847 15336 5285 9847 80000 80000 95336 5285 89847 4424125 166329 0 106010 70486 70486 530391 4990040 4905278 636401 5060526 4975764 0 0 X 636401 5060526 636401 5060526 636401 5060526 636401 4424125 5060526 5060526 Publicly-traded Securities 1517603 1395147 122456 122456 122456 2312 2312 2312 0 2400 2400 X 0 88 88 false false false false false false false true true DE true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Kevin Cunningham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Maryanne Cunningham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 1354238 61832 0 1416070 0 1416070 21241 1394829 69741 69741 2312 2312 67429 67429 67429 89847 0 0 0 0 89847 67429 64299 55692 3061 71507 41946 236505 89847 67429 22418 258923 0 64299 194624 55692 3061 71507 41946 22418 Kevin Cunningham Maryanne Cunningham X AUSTIN HABITAT FOR HUMANITY INC 500 W BEN WHITE BLVD AUSTIN TX 78704 N/A PC General & Unrestricted 25000 HEART TO HEART INTERNATIONAL INC PO BOX 15566 LENEXA KS 66285 N/A PC General & Unrestricted 10000 NAMI CENTRAL TEXAS 4110 GUADALUPE ST AUSTIN TX 78751 N/A PC General & Unrestricted 10000 TAIL WAGS & BOOK BAGS PO BOX 40718 WASHINGTON DC 20016 N/A PC General & Unrestricted 10000 TEXAS ADVOCACY PROJECT INC 3721 EXECUTIVE CENTER DR AUSTIN TX 78731 N/A PC General & Unrestricted 10000 THE SAFE ALLIANCE PO BOX 19454 AUSTIN TX 78760 N/A PC General & Unrestricted 15000 80000 14 794 14 48364 18 53034 102192 102192 false false false false false false false false false false X X 1 The Cunningham 2019 CRUT 1603 Manana St Austin TX 78730 4417269 X X 1 AMER INTERNATIONAL GROUP INC AIG, 586 sh. 44085 2024-11-19 1 MICROSOFT CORP MSFT, 131 sh. 54332 2024-11-19 1 D R HORTON DHI, 245 sh. 39332 2024-11-19 1 WAL-MART STORES INC WMT, 530 sh. 46163 2024-11-19 1 QUALCOMM INC QCOM, 247 sh. 40617 2024-11-19 1 TEXAS INSTRUMENTS INC TXN, 213 sh. 43380 2024-11-19 1 HOME DEPOT INC HD, 109 sh. 44064 2024-11-19 1 CONOCOPHILLIPS COP, 406 sh. 45957 2024-11-19 1 UNITEDHEALTH GROUP INC UNH, 81 sh. 47126 2024-11-19 1 PROGRESSIVE CORP OHIO PGR, 180 sh. 45888 2024-11-19 1 VISA INC V, 155 sh. 48107 2024-11-19 1 MICRON TECHNOLOGY MU, 407 sh. 39619 2024-11-19 1 ELI LILLY & CO LLY, 49 sh. 35339 2024-11-19 1 APPLE INC AAPL, 235 sh. 53676 2024-11-19 1 KLA TENCOR CORP KLAC, 59 sh. 36220 2024-11-19 1 NEW MARKET CORP NEU, 30 sh. 16014 2024-11-19 1 TJX COMPANIES INC TJX, 385 sh. 45802 2024-11-19 1 ISHARES MSCI-TAIWAN EWT, 305 sh. 16453 2024-11-19 1 ISHARES MSCI-SOUTH KOREA EWY, 156 sh. 8967 2024-11-19 1 ISHARES CHINA LARGE CAP FXI, 477 sh. 14511 2024-11-19 1 NVIDIA CORP NVDA, 312 sh. 44947 2024-11-19 1 UNITED RENTALS INC URI, 53 sh. 43679 2024-11-19 1 VANGUARD FTSE EMERGING MARKETS VWO, 3178 sh. 144631 2024-11-19 1 VANGUARD GROWTH ETF VUG, 654 sh. 261914 2024-11-19 1 MUELLER IND INC MLI, 529 sh. 47737 2024-11-19 1 WISDOMTREE INDIA EPI, 335 sh. 15395 2024-11-19 1 ISHARES JP MORGAN USD EM MKTS BD EMB, 1006 sh. 91254 2024-11-19 1 VANGUARD INTERMEDIATE TERM CORP BOND ET VCIT, 349 sh. 28334 2024-11-19 1 VANGUARD SHOR-TERM GOV BOND VGSH, 1044 sh. 60836 2024-11-19 1 VANGUARD S&P 500 ETF VOO, 549 sh. 296534 2024-11-19 1 META PLATFORMS INC META, 76 sh. 42257 2024-11-19 1 ABBVIE INC ABBV, 232 sh. 38386 2024-11-19 1 ISHARES CORE MSCI EMERGING MARKETS IEMG, 3866 sh. 209808 2024-11-19 1 ISHARES CORE MSCI EAFE ETF IEFA, 488 sh. 35121 2024-11-19 1 FISERV, INC FI, 218 sh. 46715 2024-11-19 1 ISHARES CORE US VALUE IUSV, 1524 sh. 147226 2024-11-19 1 ALPHABET INC CL A GOOGL, 293 sh. 51631 2024-11-19 1 VANGUARD RUSSELL 2000 ETF VTWO, 2435 sh. 225213 2024-11-19 1 EMQQ THE EMERGING MARKETS INTERNET AND EMQQ, 1738 sh. 64497 2024-11-19 1 SPDR PORTFOLIO EMERGING MARKETS ETF SPEM, 96 sh. 3780 2024-11-19 1 BROADCOM INC AVGO, 256 sh. 42382 2024-11-19 1 WISDOMTREE FLOATING RATE TREASURY FUND USFR, 1212 sh. 61091 2024-11-19 1 ISHARES BROAD USD HIGH YIELD CORPORATE USHY, 3288 sh. 122396 2024-11-19 1 WISDOMTREE U.S. SMALL-CAP QUALITY DIVID DGRS, 958 sh. 51357 2024-11-19 1 AMERICAN FUNDS INTERNATIONAL VANTAGE FU AIVFX, 40286.722 sh. 713881 2024-11-19 1 AVANTIS US SMALL CAP VALUE ETF AVUV, 432 sh. 43381 2024-11-19 1 AVANTIS EMERGING MKTS EQUITY AVEM, 512 sh. 31230 2024-11-19 1 CAPITAL GROUP MUN INCOME ETF CGMU, 24300 sh. 660353 2024-11-19 ABBVIE INC 47434 50111 ALPHABET INC CL A 59005 63605 AMER INTERNATIONAL GROUP INC 50497 48776 AMERICAN FUNDS INTERNATIONAL V 841175 776215 APPLE INC 61101 66612 AVANTIS EMERGING MKTS EQUITY 35696 34392 AVANTIS US SMALL CAP VALUE ETF 51615 49230 BROADCOM INC 50751 70943 CAPITAL GROUP MUN INCOME ETF 762611 754918 CONOCOPHILLIPS 54032 47800 D R HORTON 49409 42645 ELI LILLY & CO 47282 49408 EMQQ THE EMERGING MARKETS INTE 78473 72856 FISERV, INC 50204 48068 HOME DEPOT INC 48333 46290 ISHARE SP SMALL CAP 600 INDEX 297824 270882 ISHARES 20+ YR TREAS BD 42917 39910 ISHARES BROAD USD HIGH YIELD C 127950 126852 ISHARES CHINA LARGE CAP 17964 17990 ISHARES CORE MSCI EAFE ETF 42866 40552 ISHARES CORE US VALUE 156707 158144 ISHARES JP MORGAN USD EM MKTS 127145 124923 ISHARES MSCI-SOUTH KOREA 10839 9618 ISHARES MSCI-TAIWAN 17699 16977 KLA TENCOR CORP 48218 48519 META PLATFORMS INC 48765 50939 MICRON TECHNOLOGY 50667 43595 MICROSOFT CORP 61653 62382 MUELLER IND INC 56254 50314 NEW MARKET CORP 19253 19021 NVIDIA CORP 52581 49284 PROGRESSIVE CORP OHIO 49330 46245 QUALCOMM INC 51864 48544 SPDR PORTFOLIO EMERGING MARKET 33526 32538 TEXAS INSTRUMENTS INC 51678 47628 TJX COMPANIES INC 47832 48445 UNITED RENTALS INC 48811 41562 UNITEDHEALTH GROUP INC 48944 42492 VANGUARD FTSE EMERGING MARKETS 144631 139959 VANGUARD GROWTH ETF 215413 253241 VANGUARD INTERMEDIATE TERM COR 42413 41981 VANGUARD RUSSELL 2000 ETF 238203 229399 VANGUARD S&P 500 ETF 297401 329753 VANGUARD SHOR-TERM GOV BOND 42882 42820 VANGUARD TOTAL INTL BD IDX ETF 42866 41594 VISA INC 50310 51198 WAL-MART STORES INC 48187 49873 WISDOMTREE INDIA 17472 17157 WISDOMTREE U.S. SMALL-CAP QUAL 51357 49078 Administrative Fees 9822 9822 State or Local Filing Fees 25 25 Investment Management Services 5285 5285 We respectfully request that Foundation: Cunningham Family Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $6 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software correctly determined that the foundation could pay its Q4 estimate based on prior year tax liability. However, since that liability was under $500, the software incorrectly indicated that no quarterly payment was due. As soon as the error was discovered, the foundation paid the required tax. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules and respectfully request that no 2220 penalty be assessed. The Cunningham 2019 CRUT 1603 Manana St Austin TX 78730 990-PF Excise Tax for 2023 204