Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CUMMINGS FOUNDATION FOR BEHAVIORAL
HEALTH
Number and street (or P.O. box number if mail is not delivered to street address)4781 CAUGHLIN PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RENO, NV89519
A Employer identification number

30-0163951
B Telephone number (see instructions)

(775) 826-3311
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,209,926J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,087,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 45,709 45,709 45,709
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 85,538
b Gross sales price for all assets on line 6a 1,541,476
7 Capital gain net income (from Part IV, line 2)... 85,538
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
332 332 332
12 Total. Add lines 1 through 11........ 1,219,079 131,579 46,041
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 217,310 0 0 217,310
14 Other employee salaries and wages...... 166,871 0 0 166,871
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
201 0 0 201
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
95,973 95,973 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
157,446 17,934 17,934 139,512
17 Interest............... 5,614 0 0 5,614
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,710 175 175 39,535
19 Depreciation (attach schedule) and depletion... 47,952 0 0
20 Occupancy.............. 100,552 0 0 100,552
21 Travel, conferences, and meetings....... 39,295 0 0 39,295
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
253,524 0 0 253,524
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,124,448 114,082 18,109 962,414
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 1,224,448 114,082 18,109 1,062,414
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,369
b Net investment income (if negative, enter -0-) 17,497
c Adjusted net income (if negative, enter -0-)... 27,932
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 663,128 1,844,108 1,844,108
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 199,877 Click to see attachment
List of Attached Documents:
// Content
309,103 		309,103
b Investments—corporate stock (attach schedule)....... 999,289 Click to see attachment
List of Attached Documents:
// Content
1,031,711 		1,031,711
c Investments—corporate bonds (attach schedule)....... 81,505 Click to see attachment
List of Attached Documents:
// Content
316,815 		316,815
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 792,233 Click to see attachment
List of Attached Documents:
// Content
531,480 		531,480
14 Land, buildings, and equipment: basis right arrow2,253,029
Less: accumulated depreciation (attach schedule) right arrow1,076,320 1,165,032 Click to see attachment
List of Attached Documents:
// Content
1,176,709 		1,176,709
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,078 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,902,142 5,209,926 5,209,926
Liabilities 17 Accounts payable and accrued expenses.......... 1,654 8,137
18 Grants payable.................    
19 Deferred revenue.................   1,200,000
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
571 		Click to see attachment
List of Attached Documents:
// Content
974
23 Total liabilities (add lines 17 through 22)......... 2,225 1,209,111
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,899,917 4,000,815
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,899,917 4,000,815
30 Total liabilities and net assets/fund balances (see instructions). 3,902,142 5,209,926
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,899,917
2
Enter amount from Part I, line 27a .....................
2
-5,369
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
106,267
4
Add lines 1, 2, and 3 ..........................
4
4,000,815
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,000,815
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MORGAN STANLEY SALES P    
b MORGAN STANLEY SALES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 689,441   695,629 -6,188
b 838,765   760,309 78,456
c 13,270     13,270
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -6,188
b       78,456
c       13,270
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 85,538
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -6,188
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 243
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 243
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 243
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,371
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,671
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,428
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,428 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowKEITH GLIDEWELL Telephone no.right arrow (775) 826-3311

Located atright arrow4781 CAUGHLIN PARKWAYRENONV ZIP+4right arrow89519
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANDREW CUMMINGS DIRECTOR/CHAIRMAN
1.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
DAVENA LONSHORE EXECUTIVE DIRECTOR (AS OF JULY '24)
40.00 		193,817 22,918 575
4781 CAUGHLIN PARKWAY
RENO,NV89509
MARY CUMMINGS DENNY DIRECTOR (AS OF JULY '24)
1.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
KIM DUVALL TREASURER (AS OF JULY '24)
5.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
KRISTEN DEMARA SECRETARY (AS OF JULY '24)
1.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
DR JANET CUMMINGS DIRECTOR
1.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
DR GLORINDA SEGAY DIRECTOR
1.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
BRETT SABATINI DIRECTOR/PRESIDENT (THRU JUNE '24)
15.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
SARAH LONG TREASURER (THRU JUNE '24)
1.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
DOROTHY CUMMINGS DIRECTOR (THRU JUNE '24)
1.00 		0 0 0
4781 CAUGHLIN PARKWAY
RENO,NV89509
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
PATRICIA PETROVA STATISTICAL ANALYST
40.00 		85,000 12,112 575
6018 ANNAPOLIS STREET
HOUSTON,TX77005
KEITH GLIDEWELL CONTROLLER
40.00 		62,704 5,304 300
3055 KNIGHT ROAD
RENO,NV89509
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SPECIALITY HEALTH AND WELLNESS PROGRAM SERVICES 95,442
2415 B PYRAMID WAY
SPARKS,NV89431
THE CONDITIONING ROOM PROGRAM SERVICES 72,000
1310 N COURTHOUSE READ SUITE 002
ARLINGTON,VA22201
SABATINI AND ASSOCIATES LTD MANAGEMENT 51,699
4781 CAUGHLIN PKWY
RENO,NV89519
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 EDUCATION OF THE PUBLIC AND RESEARCH REGARDING BEHAVIORAL HEALTH ISSUES. THE CUMMINGS FOUNDATION FOR BEHAVIORAL HEALTH IS DEVELOPING AND EVALUATING A BEHAVIORAL WELLNESS PROGRAM FOR THE ARLINGTON COUNTY POLICE DEPARTMENT IN ARLINGTON, VIRGINIA. THE PROGRAM DETERMINES, SUPPORTS, AND ASSESSES WELLNESS RESOURCES WITH LITERATURE REVIEWS, SURVEYS, AND MEASURES OF HEALTH AND JOB PERFORMANCE, PRODUCING THREE RESEARCH PAPERS IN THE PROCESS. 664,967
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,146,239
b
Average of monthly cash balances.......................
1b
779,801
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,926,040
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,926,040
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
43,891
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,882,149
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
144,107
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,062,414
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,062,414
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
2015-11-18
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
27,932 31,709 0 0 59,641
b 85% (0.85) of line 2a ......... 23,742 26,953 0 0 50,695
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,062,414 681,469 580,449 1,632,020 3,956,352
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		100,000 0 0 990,000 1,090,000
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		962,414 681,469 580,449 642,020 2,866,352
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		96,071 80,907 77,385 80,751 335,114
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF THE PACIFIC

3601 PACIFIC
STOCKTON,CA95211 		NONE PC PSYCHOLOGY TRAINING 100,000
Total .................................right arrow 3a 100,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 45,709  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 332  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 85,538  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 131,579 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,579
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
CUMMINGS FOUNDATION FOR BEHAVIORAL
HEALTH
Employer identification number

30-0163951
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CUMMINGS FOUNDATION FOR BEHAVIORAL
HEALTH 		Employer identification number
30-0163951
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
AMERICAN ENDOWMENT FOUNDATION
 
1521 GEORGETOWN ROAD SUITE 104
 
HUDSON, OH44236

$ 1,087,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CUMMINGS FOUNDATION FOR BEHAVIORAL
HEALTH 		Employer identification number

30-0163951
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CUMMINGS FOUNDATION FOR BEHAVIORAL
HEALTH 		Employer identification number

30-0163951
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 95,973 95,973 0 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Name of Bond End of Year Book Value End of Year Fair Market Value
CITIGROUP INC FXD TO 102023 VAR THRAFTR 6.086% 5,998 5,998
GOLDMAN SACHS GROUP INC FXD TO 112026 VAR THRAFTER 5,948 5,948
WELLS FARGO & CO FXD TO 032026 VAR THRAFTR 6,798 6,798
AECOM 6,949 6,949
NAVIENT CORP 6,861 6,861
GENERAL MOTORS FINANCIAL CO INC 6,123 6,123
FISERV INC (FI) 6,814 6,814
CROWN CASTLE INC 6,779 6,779
CHARTER COMM OPERATING LLC 6,850 6,850
CVS HEALTH CORP 6,008 6,008
US BANCORP FXD TO 062028 VAR THRAFTR 5.775% 6,137 6,137
MGM RESORTS INTERNATIONAL (MGM) 5,998 5,998
COMMONSPIRIT HEALTH 6,518 6,518
EQUINIX INC 6,435 6,435
MORGAN STANLEY FXD TO 012029 VAR THRAFTR 4.4310% 6,815 6,815
TRUIST FINANCIAL CORP FXD TO 012029 VAR THRAFTR 5.435% 6,052 6,052
ENCOMPASS HEALTH CORP 6,641 6,641
EXPAND ENERGY CORP 6,871 6,871
BOING CO/THE 6,917 6,917
BALL CORP 7,706 7,706
HCA INC 6,363 6,363
NUSTAR LOGISTICS LP 6,017 6,017
CELANESE US HOLDINGS LLC 6,209 6,209
UNITED RENTALS NORTH AMERICA INC 8,049 8,049
L3HARRIS TECHNOLOGIES INC 6,011 6,011
DUKE ENERGY CORP 5,985 5,985
KB HOME 6,182 6,182
AIR LEASE CORP 5,942 5,942
FORD MOTOR CO 6,448 6,448
OCCIDENTAL PETROLEUM CORP 6,650 6,650
SONOCO PRODUCTS COMPANY 6,803 6,803
BROADCOM INC 6,767 6,767
MURPHY OIL CORP 6,731 6,731
DIAMONDBACK ENERGY INC 6,240 6,240
AMERICAN TOWER CORP 6,189 6,189
ENERGY TRANFER LP 6,377 6,377
PNC FINL SERVICES GRP INC FXD TO 012033 VAR THRAFTR 5.068% 6,825 6,825
CAMPBELL SOUP CO 5,972 5,972
DISCOVER FINANCIAL SERVCIES FX D TO 112033 VAR THRAFTR 7.964% 5,715 5,715
TEVA PHARMACEUTICAL FINANCE CO LLC 6,023 6,023
UNITED AIRLINES 2024-1 CLASS AA PASS THROUGH TRUST 6,009 6,009
JPMORGAN CHASE & CO FXD TO 042041 VAR THRAFTR 3.1570% 5,880 5,880
AMGEN INC 5,854 5,854
BANK OF AMERICA CORP FXD TO 032049 VAR THRAFTR 4.3300% 5,738 5,738
MICROSOFT CORP 6,173 6,173
VERIZON COMMUNICATIONS INC 6,365 6,365
JOHN DEERE OWNER TR 2023-C 202 A-3 6,068 6,068
GM FINANCIAL CONSUMER 2024-1 A-3 6,031 6,031
VERIZON MASTER TR 2023-1 A-1A 6,002 6,002
CORPORATE BONDS ACCRUED INTEREST 3,979 3,979

TY 2024 InvestmentsCorpStockSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Name of Stock End of Year Book Value End of Year Fair Market Value
A G C O CORP (AGCO) 4,020 4,020
AIA GROUP LTD SPON ADR (AAGIY) 1,924 1,924
ALIBABA GROUP HLDG LTD (BABA) 3,851 3,851
ALLEGION PUB LTD CO (ALLE) 8,364 8,364
ALPHABET INC CL A (GOOGL) 29,531 29,531
ALPHABET INC CL C (GOOG) 10,368 10,368
AMAZON COM INC (AMZN) 47,388 47,388
AMERICAN HEALTHCARE REIT INC (AHR) 1,506 1,506
AMERICAN HOMES 4 RENT CL A (AMH) 2,393 2,393
AMERICAN TOWER CORP (AMT) 3,583 3,583
APPLE INC (AAPL) 23,312 23,312
APPLIED MATERIALS INC (AMAT) 18,865 18,865
ASPEN TECHNOLOGY INC (AZPN) 10,354 10,354
AUTOMATIC DATA PROCESSING INC (ADP) 4,179 4,179
AVALONBAY COMM INC (AVB) 5,061 5,061
BENTLEY SYS INC COM CL B (BSY) 12,702 12,702
BERKLEY W R CORP (WRB) 11,587 11,587
BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 22,021 22,021
BJS WHSL CLUBHLDGS INC (BJ) 7,504 7,504
BOOKING HOLDING INC (BKNG) 4,377 4,377
BOSTON SCIENTIFIC CORP (BSX) 3,412 3,412
BRIGHT HORIZONS FAMILY SOLUT (BFAM) 7,760 7,760
BROADCOM INC (AVGO) 10,835 10,835
BROADSTONE NET LEASE INC (BNL) 1,242 1,242
BYD COMPANY LTD UNSPON ADR (BYDDY 1,079 1,079
CAPITAL ONE FINANCIAL CORP (COF) 23,717 23,717
CAPITEC BANK HOLDINGS LTD ADR (CKHGY) 2,117 2,117
CHARLES RIVER LABS INTL INC (CRL) 7,938 7,938
CHEMED CORPORATION (CHE) 6,887 6,887
CHINA MERCHANTS BK CO LTD UNSP (CIHKY) 2,441 2,441
CHIPOTLE MEXICAN GRILL INC COM (CMG) 5,782 5,782
CHOICE HOTELS INTL INC NEW (CHH) 8,690 8,690
CHUBB LTD (CB) 6,784 6,784
COUSINS PPTYS INC (CUZ) 1,657 1,657
CVS HEALTH CORP COM (CVS) 11,582 11,582
DARLING INGREDIENTS INC (DAR) 2,081 2,081
DIGITAL REALTY TRUST INC (DLR) 3,333 3,333
EATON CORP PLC SHS (ETN) 4,500 4,500
ECOLAB INC (ECL) 3,520 3,520
ELI LILLY & CO (LLY) 6,547 6,547
EPAM SYSTEMS (EPAM) 760 760
EQUIFAX INC (EFX) 10,263 10,263
EQUINIX INC (EQIX) 8,023 8,023
EQUITY LIFESTYLE PROPERTIES (ELS) 1,275 1,275
EQUITY RESIDENTIAL (EQR) 2,110 2,110
ESSEX PROPERTY TRUST INC (ESS) 1,628 1,628
EXPONENT INC (EXPO) 6,395 6,395
EXTRA SPACE STORAGE INC (EXR) 4,236 4,236
FAIR ISAAC & CO INC (FICO) 8,382 8,382
FISERV INC (FI) 3,888 3,888
GALLAGHER ARTHUR J & CO (AJG) 7,937 7,937
GAMING & LEISURE PPTYS INC COM (GLPI) 1,791 1,791
GE AEROSPACE NEW (GE) 4,721 4,721
GLOBANT S.A (GLOB) 2,259 2,259
GRUPO FINANCIERO BANORTE SAB (GBOOY) 1,106 1,106
HDFC BANK LTD ADR (HDB) 5,086 5,086
HEALTHPEAK PROPERTIES INC (DOC) 1,720 1,720
HILTON WORLDWIDE HLDGS INC (HLT) 3,488 3,488
HOWMET AEROSPACE INC (HWM) 2,911 2,911
HUMANA INC (HUM) 12,867 12,867
ICICI BANK LTD (IBN) 4,121 4,121
INTERACTIVE BROKERS GROUP CL A (IBKR) 14,652 14,652
INTUIT INC (INTU) 3,051 3,051
INTUITIVE SURGICAL INC (ISRG) 5,400 5,400
INVENTRUST PPTYS CORP NEW (IVT) 602 602
INVITATION HOMES INC (INVH) 3,109 3,109
JACK HENRY & ASSOC INC (JKHY) 9,116 9,116
JD COM INC SPON ADR CL A (JD) 1,410 1,410
KILROY REALTY CORPORATION (KRC) 956 956
KKR & CO INC CL A (KKR) 4,316 4,316
LAM RESEARCH CORPORATION (LRCX) 3,900 3,900
LCI INDS (LCII) 2,166 2,166
LENNOX INTL INC (LII) 15,351 15,351
LINEAGE INC (LINE) 559 559
LPL FINL HLDGS INC COM (LPLA) 14,366 14,366
MAKEMYTRIP LIMITED (MMYT) 919 919
MARKEL GROUP INC (MKL) 9,753 9,753
MARRIOTT VACATIONS WORLDWIDE (VAC) 619 619
MASTERCARD INC CL A (MA) 8,111 8,111
MEITUAN ADR (MPNGY) 2,865 2,865
META PLATFORMS INC CL A (META) 38,089 38,089
MGM RESORTS INTERNATIONAL (MGM) 7,519 7,519
MICROSOFT CORP (MSFT) 44,258 44,258
MINTH GROUP LTD (MNTHY) 700 700
NATIONAL HEALTH INVESTORS INC (NHI) 853 853
NETFLIX INC (NFLX) 4,437 4,437
NETSTREIT CORP (NTST) 599 599
NNN REIT INC (NN) 963 963
NORDSON CP (NDSN) 9,137 9,137
NVIDIA CORPORATION (NVDA) 27,261 27,261
O'REILLY AUTOMOTIVE INC NEW (ORLY) 5,229 5,229
OLLIES BARGAIN OUTLET HLDG INC (OLLI) 7,026 7,026
ORACLE CORP (ORCL) 5,514 5,514
OWENS CORNING INC (OC) 8,810 8,810
PING AN INSURANCE ADR (PNGAY) 2,146 2,146
PKO BANK POLSKI UNSPON ADR (PSZKY) 1,049 1,049
POOL CORP (POOL) 11,592 11,592
PROLOGIS INC COM (PLD) 5,251 5,251
PT BK NEGARA INDONESIA UN ADR (PTBRY) 951 951
QUEST DIAGNOSTICS INC (DGX) 6,655 6,655
REGENCY CTRS CORP (REG) 3,500 3,500
REXFORD INDL REALTY INC (REXR) 1,523 1,523
ROLLINS INC (ROL) 9,455 9,455
RYMAN HOSPITALITY PPTYS INC (RHP) 1,550 1,550
SABRA HEALTH CARE REIT INC (SBRA) 1,767 1,767
SAIA INC (SAIA) 8,203 8,203
SAUL CTRS INC (BFS) 172 172
SBA COMMUNICATIONS CORP NEW CL A (SBAC) 3,319 3,319
SERVICENOW INC (NOW) 5,935 5,935
SHOPIFY INC (SHOP) 2,777 2,777
SIMON PPTY GROUP INC (SPG) 951 951
SITEONE LANDSCAPE SUPPLY INC (SITE) 6,550 6,550
SOLVENTUM CORP (SOLV) 6,563 6,563
SNOWFLAKE INC CL A (SNOW) 2,682 2,682
SPOTIFY TECHNOLOGY SA (SPOT) 7,546 7,546
STRYKER CORP (SYK) 3,781 3,781
SUNSTONE HOTEL INVESTORS, INC (SHO) 646 646
SYNOPSYS INC (SNPS) 3,367 3,367
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 15,794 15,794
TECK RESOURCES LTD (TECK) 8,390 8,390
TELEDYNE TECH INC (TDY) 8,354 8,354
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 8,881 8,881
TERADYNE INC (TER) 7,583 7,583
TERRENO RLTY CORP COM (TRNO) 1,143 1,143
TESLA INC (TSLA) 9,432 9,432
TEXAS INSTRUMENTS (TXN) 16,869 16,869
THE CIGNA GROUP (CI) 8,440 8,440
THE COOPER COMPANIES INC (COO) 11,767 11,767
THE SCOTTS MIRACLE-GRO COMPANY (SMG) 5,639 5,639
THOR INDUSTRIES INC (THO) 5,881 5,881
TRANE TECHNOLOGIES PLC (TT) 4,308 4,308
TRIP COM GROUP LTD ADR (TCOM) 1,659 1,659
TYSON FOODS INC CL A (TSN) 3,981 3,981
US BANCORP COM NEW (USB) 12,962 12,962
VENTAS INC (VTR) 5,161 5,161
VIATRIS INC (VTRS) 17,866 17,866
VICI PROPERTIES INC (VICI) 3,242 3,242
VORNADO REALTY TRUST (VNO) 1,291 1,291
VULCAN MATERIALS CO (VMC) 3,352 3,352
WATSCO INC (WSO) 10,601 10,601
WEG S.A. SPONSORED ADR (WEGZY) 2,212 2,212
WELLS FARGO & CO NEW (WFC) 13,556 13,556
WELLTOWER INC (WELL) 6,506 6,506
WEYERHAEUSER CO (WY) 793 793
WORKDAY INC CL A (WDAY) 3,564 3,564
ZEBRA TECH CL-A (ZBRA) 12,359 12,359
ZURN ELKAY WATER SOLNS CORP (ZWS) 10,817 10,817

TY 2024 InvestmentsGovtObligationsSch
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
US Government Securities - End of Year Book Value:

286,579
US Government Securities - End of Year Fair Market Value:

286,579
State & Local Government Securities - End of Year Book Value:


22,524
State & Local Government Securities - End of Year Fair Market Value:


22,524


TY 2024 InvestmentsOtherSchedule2
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES COHEN&STEERS REIT ETF (ICF) FMV 3,778 3,778
ISHARES MSCI EMERGING MKTS ETF (EEM) FMV 3,054 3,054
ISHARES S&P 500 VAL ETF (IVE) FMV 15,012 15,012
SPDR S&P MIDCAP 400 ETF TRUST (MDY) FMV 6,758 6,758
VANGUARD GROWTH ETF (VUG) FMV 2,706 2,706
VANGUARD REAL ESTATE ETF (VNQ) FMV 1,466 1,466
AMERICAN EUROPACIFIC GRW F2 (AEPFX) FMV 132,278 132,278
LM MARTIN CURRIE SMASH SER EM (LCSMX) FMV 43,545 43,545
PGIM JENN NATURAL RESOURCES Z (PNRZX) FMV 84,237 84,237
THORNBURG INTL VALUE I (TGVIX) FMV 133,851 133,851
VIRTUS KAR INTL SM MID CAP I (VIISX) FMV 104,795 104,795

TY 2024 LandEtcSchedule2
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING AND IMPROVEMENTS 1,687,636 815,422 872,214 872,214
LAND 289,107 0 289,107 289,107
FURNITURE AND EQUIPMENT 276,286 260,898 15,388 15,388


TY 2024 LegalFeesSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 201 0 0 201


TY 2024 OtherAssetsSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED DIVIDEND 1,078 0 0


TY 2024 OtherExpensesSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE & MISCELLANEOUS EXPENSES 30,120 0 0 30,120
INSURANCE 5,406 0 0 5,406
IT SOFTWARE 108 0 0 108
WEBSITE 1,233 0 0 1,233
RECRUITING FEES 502 0 0 502
EQUIPMENT NON-CAPITAL 3,496 0 0 3,496
EVENT EXPENSES 3,961 0 0 3,961
DIRECT ASSISTANCE 208,698 0 0 208,698


TY 2024 OtherIncomeSchedule2
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY 190 190 190
OTHER INCOME AND DISTRIBUTIONS 142 142 142


TY 2024 OtherIncreasesSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Description Amount
UNREALIZED GAIN/LOSS 83,743
PRIOR PERIOD ADJUSTMENT TO UNREALIZED GAIN 22,524


TY 2024 OtherLiabilitiesSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Description Beginning of Year - Book Value End of Year - Book Value
NET UNSET PURCH/SALES 571 974


TY 2024 OtherProfessionalFeesSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 17,934 17,934 17,934 0
INDEPENDENT CONTRACTORS 101,554 0 0 101,554
MARKETING FEES 2,483 0 0 2,483
ANALYTIC FEES 1,071 0 0 1,071
PAYROLL FEES 8,818 0 0 8,818
EMPLOYEE BENEFITS 25,586 0 0 25,586


TY 2024 TaxesSchedule
Name:
CUMMINGS FOUNDATION FOR BEHAVIORAL
 
HEALTH
EIN:
30-0163951
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 175 175 175 0
PROPERTY TAXES 16,673 0 0 16,673
PAYROLL TAXES 22,626 0 0 22,626
PERSONAL PROPERTY TAXES 236 0 0 236