Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
OLIVER & CUNNINGHAM FAM FDN-MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

35-6013076
B Telephone number (see instructions)

8887304933
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$16,550,109J 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)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 262,319 260,087  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 846,635
b Gross sales price for all assets on line 6a 2,348,264
7 Capital gain net income (from Part IV, line 2)... 846,635
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).......      
12 Total. Add lines 1 through 11........ 1,108,954 1,106,722  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,894 41,171   13,724
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,341 0 0 1,341
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,627 4,627   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,078 3,559   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
144 144    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,084 49,501 0 15,065
25 Contributions, gifts, grants paid....... 614,150 614,150
26 Total expenses and disbursements. Add lines 24 and 25 ................ 700,234 49,501 0 629,215
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 408,720
b Net investment income (if negative, enter -0-) 1,057,221
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 1,071    
2 Savings and temporary cash investments......... 397,191 313,653 313,653
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,952,177 Click to see attachment
List of Attached Documents:
// Content
3,660,290 		6,624,144
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,794,186 Click to see attachment
List of Attached Documents:
// Content
6,578,003 		9,612,312
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,144,625 10,551,946 16,550,109
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,144,625 10,551,946
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)..... 10,144,625 10,551,946
30 Total liabilities and net assets/fund balances (see instructions). 10,144,625 10,551,946
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
10,144,625
2
Enter amount from Part I, line 27a .....................
2
408,720
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,012
4
Add lines 1, 2, and 3 ..........................
4
10,554,357
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,411
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
10,551,946
Form 990-PF (2025)
Form 990-PF (2025)
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 117. YANDEX NV-A   2018-10-22 2025-01-07
b 88. ASPEN TECHNOLOGY INC     2025-03-11
c 900. VANGUARD LONG-TERM BOND ETF   2023-08-01 2025-03-17
d 130. AMERISOURCEBERGEN CORP   2022-08-30 2025-03-27
e 100. AMGEN INC   2024-01-12 2025-03-27
176. BERKSHIRE HATHAWAY INC.   2008-09-22 2025-03-27
73. GALLAGHER ARTHUR J & CO   2022-08-30 2025-03-27
99. MASTERCARD INC   2019-01-31 2025-03-27
1000. VANGUARD FTSE DEVELOPED ETF   2022-09-19 2025-03-27
700. ASHTEAD GROUP PLC-UNSPON ADR     2025-05-23
15. EMCOR GROUP INC COM   2020-04-22 2025-05-23
400. ISHARES S&P 500 GROWTH ETF   2022-08-30 2025-05-23
2250. ISHARES RUSSELL MID-CAP ETF   2013-12-18 2025-05-23
500. ISHARES CORE MSCI EMERGING ETF   2022-05-09 2025-05-23
150. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2019-02-27 2025-05-23
21. RBC BEARINGS INC     2025-05-28
350. AMPHENOL CORP CL A   2019-02-27 2025-06-05
400. ISHARES S&P 500 GROWTH ETF   2022-08-30 2025-06-05
275. D R HORTON INC COM   2022-06-24 2025-06-30
150. RESMED INC   2019-01-31 2025-06-30
1600. VANGUARD LONG-TERM BOND ETF     2025-07-02
250. AMPHENOL CORP CL A   2019-02-27 2025-07-09
39. BLACKROCK INC   2019-12-23 2025-07-09
625. D R HORTON INC COM   2022-06-24 2025-07-09
25. MASTERCARD INC     2025-07-09
57. MICROSOFT CORP   2022-01-26 2025-07-09
113. THERMO FISHER SCIENTIFIC INC     2025-07-09
897. CLEARWATER ANALYTICS HLDGS INC     2025-08-07
151. CLEARWATER ANALYTICS HLDGS INC   2023-11-07 2025-08-08
250. ALPHABET INC CL C     2025-08-11
17539.713 PIMCO COMMODITY REAL RET STRAT-I45   2024-07-17 2025-08-11
427. UNITEDHEALTH GROUP INC     2025-08-11
5. VANGUARD FTSE DEVELOPED ETF   2022-09-19 2025-08-11
51. EMCOR GROUP INC COM     2025-09-11
119. ACUSHNET HOLDINGS CORP   2022-05-03 2025-10-16
107. ARTISAN PARTNERS ASSET MANAGEM   2022-06-10 2025-10-16
46. BANCFIRST CORP     2025-10-16
89. CORVEL CORP     2025-10-16
58. DONALDSON CO INC   2025-03-11 2025-10-16
9. EMCOR GROUP INC COM   2020-04-16 2025-10-16
52. FTI CONSULTING INC COM   2022-05-03 2025-10-16
10. FACTSET RESH SYS INC COM   2022-05-03 2025-10-16
246. FIRST HAWAIIAN INC     2025-10-16
76. GRACO INC   2022-05-03 2025-10-16
12. HAWKINS INC   2025-07-28 2025-10-16
15. HENRY JACK & ASSOC INC COM   2025-03-11 2025-10-16
27. HENRY JACK & ASSOC INC COM   2022-05-03 2025-10-16
27. INSTALLED BUILDING PRODUCTS IN   2025-08-08 2025-10-16
22. KADANT INC   2023-10-17 2025-10-16
35. LCI INDUSTRIES     2025-10-16
51. LANDSTAR SYS INC COM   2024-12-16 2025-10-16
21. MANHATTAN ASSOCIATES, INC COM   2019-04-04 2025-10-16
103. MOELIS & CO     2025-10-16
40. PRIMERICA INC     2025-10-16
75. RLI CORP COM   2025-04-04 2025-10-16
18. RBC BEARINGS INC   2022-05-03 2025-10-16
341. RIGHTMOVE PLC-UNSP ADR     2025-10-16
72. SIMPSON MFG INC COM     2025-10-16
69. TORO CO     2025-10-16
60. TORO CO   2024-10-03 2025-10-16
59. UFP INDUSTRIES INC   2025-03-04 2025-10-16
5. UFP INDUSTRIES INC   2023-10-17 2025-10-16
32. WATTS WATER TECHNOLOGIES INC   2024-12-17 2025-10-16
5. WATTS WATER TECHNOLOGIES INC   2022-05-03 2025-10-16
250. AMPHENOL CORP CL A   2019-02-27 2025-10-21
550. ACCENTURE PLC     2025-10-21
100. ALPHABET INC CL C   2019-11-21 2025-11-18
50. BERKSHIRE HATHAWAY INC.   2008-09-22 2025-11-18
150. ISHARES RUSSELL 1000 VALUE ETF   2025-08-12 2025-11-18
1237.263 PRINCIPAL MIDCAP FUND-R6 #4268   2025-03-18 2025-11-18
1.88 PRINCIPAL MIDCAP FUND-R6 #4268   2024-08-08 2025-11-18
125. ZEBRA TECHNOLOGIES CORP CL A   2025-03-27 2025-11-18
54. FACTSET RESH SYS INC COM     2025-12-18
CAPITAL GAIN DIVIDENDS P    
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(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 3,845   3,266 579
b 23,320   16,076 7,244
c 63,149   65,150 -2,001
d 35,512   19,125 16,387
e 30,556   30,462 94
93,954   15,351 78,603
24,699   13,461 11,238
55,180   20,963 34,217
51,766   39,462 12,304
160,724   72,794 87,930
6,891   925 5,966
40,721   25,957 14,764
197,627   82,569 115,058
28,729   24,610 4,119
28,867   5,912 22,955
7,858   3,863 3,995
32,179   8,215 23,964
41,637   25,957 15,680
35,412   18,824 16,588
38,437   14,249 24,188
110,323   114,408 -4,085
24,549   5,868 18,681
42,289   19,498 22,791
86,094   42,781 43,313
14,107   5,224 8,883
28,633   17,900 10,733
47,335   28,074 19,261
16,801   18,397 -1,596
2,860   2,645 215
50,407   16,567 33,840
239,943   231,875 8,068
108,477   113,059 -4,582
289   197 92
32,773   3,134 29,639
9,674   5,132 4,542
4,729   3,413 1,316
5,441   6,193 -752
6,356   5,710 646
4,794   4,021 773
6,224   530 5,694
7,860   8,211 -351
2,838   3,981 -1,143
5,739   6,730 -991
6,240   4,782 1,458
2,041   1,906 135
2,337   2,706 -369
4,207   5,218 -1,011
6,824   6,897 -73
6,434   5,086 1,348
3,047   5,563 -2,516
6,715   9,429 -2,714
4,110   1,177 2,933
7,024   3,793 3,231
10,456   5,307 5,149
4,515   5,827 -1,312
6,653   3,086 3,567
6,199   5,198 1,001
12,308   7,615 4,693
5,138   6,084 -946
4,467   5,179 -712
5,375   6,119 -744
456   504 -48
8,838   6,971 1,867
1,381   645 736
31,125   5,868 25,257
137,888   89,136 48,752
28,472   6,491 21,981
25,126   4,361 20,765
30,240   29,435 805
54,984   54,093 891
84   79 5
28,449   35,764 -7,315
14,812   14,495 317
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
      29,265
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       579
b       7,244
c       -2,001
d       16,387
e       94
      78,603
      11,238
      34,217
      12,304
      87,930
      5,966
      14,764
      115,058
      4,119
      22,955
      3,995
      23,964
      15,680
      16,588
      24,188
      -4,085
      18,681
      22,791
      43,313
      8,883
      10,733
      19,261
      -1,596
      215
      33,840
      8,068
      -4,582
      92
      29,639
      4,542
      1,316
      -752
      646
      773
      5,694
      -351
      -1,143
      -991
      1,458
      135
      -369
      -1,011
      -73
      1,348
      -2,516
      -2,714
      2,933
      3,231
      5,149
      -1,312
      3,567
      1,001
      4,693
      -946
      -712
      -744
      -48
      1,867
      736
      25,257
      48,752
      21,981
      20,765
      805
      891
      5
      -7,315
      317
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 846,635
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  
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 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 14,695
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 14,695
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 14,695
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 13,072
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,072
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....... 9 1,623
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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
Yes
 
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)
IN
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
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 addressN/A
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
WELLS FARGO BANK N A TRUSTEE
1 		54,894    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
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
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
NONE
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  
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
15,224,949
b
Average of monthly cash balances.......................
1b
373,590
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
15,598,539
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
15,598,539
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
233,978
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,364,561
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
768,228
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
768,228
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,695
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,695
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
753,533
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
753,533
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
753,533
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, line 26, column (d) ..........
1a
629,215
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
629,215
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 753,533
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 390,485
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 629,215
a Applied to 2024, but not more than line 2a 390,485
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 238,730
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		514,803
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) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
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) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

UNITED NEGRO COLLEGE FUND INC

1805 7TH ST
WASHINGTON,DC20001 		NONE   GENERAL OPERATING 10,000

CYSTIC FIBROSIS FOUNDATION

455 E 500 S STE 308
SALT LAKE CITY,UT84111 		NONE   GENERAL OPERATING 15,000

LITTLE TRAVERSE CONSERVANCY INC

3264 POWELL ROAD
HARBOR SPRINGS,MI49740 		NONE   GENERAL OPERATING 10,000

THE FOUNDATION FOR THE CENTER FOR HOSPIC

501 COMFORT PL
MISHAWAKA,IN465455234 		NONE   GENERAL OPERATING 15,000

INDEPENDENT COLLEGES OF INDIANA INC

601 SOUTH MERIDIAN STREET SUITE 2A
INDIANAPOLIS,IN46225 		NONE   GENERAL OPERATING 5,000

NORTHERN IND HISTORICAL SOC FDN

808 W WASHINGTON ST
SOUTH BEND,IN46601 		NONE   GENERAL OPERATING 264,150

YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY

2222 LINCOLNWAY WEST
SOUTH BEND,IN466282514 		NONE   GENERAL OPERATING 12,500

CHILDRENS DISPENSARY HOSPITAL ASSOCIATIO

712 N NILES AVE
SOUTH BEND,IN466171924 		NONE   GENERAL OPERATING 22,500

BETHEL UNIVERSITY INC

1001 BETHEL CIR
MISHAWAKA,IN46545 		NONE   GENERAL OPERATING 12,500

UNITED WAY OF ST JOSEPH COUNTY INC

3517 E JEFFERSON BLVD
SOUTH BEND,IN466153033 		NONE   GENERAL OPERATING 30,000

GOODWILL INDUSTRIES OF MICHIANA INC

POST OFFICE BOX 3846
SOUTH BEND,IN46619 		NONE   GENERAL OPERATING 10,000

RAY BIRD MINISTRIES INC

25765 EDISON ROAD
SOUTH BEND,IN46628 		NONE   GENERAL OPERATING 20,000

MICHIANA PUBLIC BROADCASTING CORPORATION

300 W JEFFERSON BLVD
SOUTH BEND,IN466011513 		NONE   GENERAL OPERATING 7,500

POTAWATOMI ZOOLOGICAL SOCIETY INC

500 SOUTH GREENLAWN AVENUE
SOUTH BEND,IN46615 		NONE   GENERAL OPERATING 10,000

STUDEBAKER NATIONAL MUSEUM INC

201 CHAPIN ST
SOUTH BEND,IN466012521 		NONE   GENERAL OPERATING 10,000

SOUTH BEND ALUMNI ASSOCIATION INC

737 BEALE STREET
SOUTH BEND,IN46616 		NONE   GENERAL OPERATING 7,500

RONALD MCDONALD HOUSE CHARITIES IN MICHI

610 NORTH MICHIGAN STREET SUITE 31
SOUTH BEND,IN46601 		NONE   GENERAL OPERATING 25,000

ST MARGARET'S HOUSE

117 N LAFAYETTE BOULEVARD
SOUTH BEND,IN46601 		NONE   GENERAL OPERATING 12,500

SOUTH BEND SYMPHONY ORCHESTRA ASSOC INC

127 N MICHIGAN STREET
SOUTH BEND,IN46601 		NONE   GENERAL OPERATING 12,500

SCHOLARSHIP FDN OF ST JOSEPH COUNTY IN

3515 N MAIN STREET SUITE C
MISHAWAKA,IN46545 		NONE   GENERAL OPERATING 25,000

MCLAREN NORTHERN MICHIGAN FOUNDATION

360 CONNABLE AVENUE
PETOSKEY,MI49770 		NONE   GENERAL OPERATING 25,000

MAYO CLINIC

PO BOX 4007
ROCHESTER,MN55905 		NONE   GENERAL OPERATING 15,000

FIRST PRESBYTERIAN CHURCH OF SOUTH BEND

1000 S PARK VICTORIA DR
MILPITAS,CA950356994 		NONE   GENERAL OPERATING 10,000

LYMPHOMA RESEARCH FOUNDATION

88 PINE STREET
NEW YORK,NY10005 		NONE   GENERAL OPERATING 15,000

JUNIOR ACHIEVEMENT OF NORTHERN INDIANA

550 E WALLEN RD
FORT WAYNE,IN46825 		NONE   GENERAL OPERATING 12,500
Total ................................. 3a 614,150
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 262,319  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 846,635  
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) ..   1,108,954  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,108,954
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,341     1,341

TY 2025 InvestmentsCorpStockSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Name of Stock End of Year Book Value End of Year Fair Market Value
874039100 TAIWAN SEMICONDUCTOR 45,327 349,474
562750109 MANHATTAN ASSOCIATES 5,399 17,678
76657Y101 RIGHTMOVE PLC-UNSP A 23,326 23,132
084670702 BERKSHIRE HATHAWAY I 39,249 226,193
29084Q100 EMCOR GROUP INC COM 2,768 28,754
60786M105 MOELIS & CO 15,720 35,745
045055100 ASHTEAD GROUP PLC-UN    
G1151C101 ACCENTURE PLC    
69343P105 LUKOIL PJSC-SPON ADR 15,450  
384109104 GRACO INC 19,332 30,001
426281101 HENRY JACK & ASSOC I 35,719 39,598
74164M108 PRIMERICA INC 26,940 56,064
883556102 THERMO FISHER SCIENT 97,442 231,780
57636Q104 MASTERCARD INC 84,095 242,624
N97284108 NEBIUS GROUP NV    
302941109 FTI CONSULTING INC C 30,069 45,953
749607107 RLI CORP COM 28,008 34,421
829073105 SIMPSON MFG INC COM 28,286 56,192
032095101 AMPHENOL CORP CL A 45,351 290,551
037833100 APPLE INC 91,034 326,232
02079K107 ALPHABET INC CL C 78,876 392,250
303075105 FACTSET RESH SYS INC    
891092108 TORO CO 47,017 48,019
942749102 WATTS WATER TECHNOLO 19,980 52,444
32051X108 FIRST HAWAIIAN INC 25,240 29,500
005098108 ACUSHNET HOLDINGS CO 16,149 44,061
04316A108 ARTISAN PARTNERS ASS 12,867 21,144
761152107 RESMED INC 40,371 102,370
75524B104 RBC BEARINGS INC 12,188 39,013
91324P102 UNITEDHEALTH GROUP I    
257651109 DONALDSON CO INC 15,664 24,204
78409V104 S&P GLOBAL INC 66,537 190,745
515098101 LANDSTAR SYS INC COM 39,469 35,207
50189K103 LCI INDUSTRIES 18,432 18,929
23331A109 D R HORTON INC COM    
221006109 CORVEL CORP 25,994 30,722
185123106 CLEARWATER ANALYTICS    
594918104 MICROSOFT CORP 158,530 253,901
05945F103 BANCFIRST CORP 22,162 25,869
03073E105 CENCORA INC 58,845 135,100
363576109 GALLAGHER ARTHUR J & 64,539 90,577
29109X106 ASPEN TECHNOLOGY INC    
48282T104 KADANT INC 23,608 29,642
493732101 K.FORCE, INC. 13,215 6,617
79466L302 SALESFORCE INC 160,717 198,683
90278Q108 UFP INDUSTRIES INC 29,790 27,588
031162100 AMGEN INC 184,180 204,569
09290D101 BLACKROCK INC 92,234 214,068
11135F101 BROADCOM INC 141,634 328,795
244199105 DEERE & CO 133,995 169,933
67066G104 NVIDIA CORP 234,303 373,000
00724F101 ADOBE INC 166,992 174,995
040413205 ARISTA NETWORKS INC 152,975 183,442
235851102 DANAHER CORP 158,214 177,413
30303M102 META PLATFORMS INC 191,150 214,529
420261109 HAWKINS INC 10,004 8,950
45780R101 INSTALLED BUILDING P 35,779 36,833
68389X105 ORACLE CORPORATION 146,075 194,910
701094104 PARKER HANNIFIN CORP 156,958 184,582
989207105 ZEBRA TECHNOLOGIES C 114,446 97,128
N07059210 ASML HOLDING NV-NY R 157,646 230,020

TY 2025 InvestmentsOtherSchedule2
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 1,242,754 1,220,854
464287200 ISHARES CORE S & P 5 AT COST 2,818,897 5,000,062
464287309 ISHARES S&P 500 GROW AT COST 314,733 597,811
77958B402 T ROWE PRICE INST FL AT COST 119,308 117,750
921943858 VANGUARD FTSE DEVELO AT COST 275,164 436,978
464287499 ISHARES RUSSELL MID- AT COST 137,616 361,013
46434G103 ISHARES CORE MSCI EM AT COST 135,355 184,855
464287598 ISHARES RUSSELL 1000 AT COST 424,744 525,850
464288679 ISHARES SHORT TREASU AT COST 248,516 247,838
921937793 VANGUARD LONG-TERM B      
19248X604 COHEN & STEERS PR SE AT COST 150,369 152,047
46434V803 ISHA CURR HEDGED MSC AT COST 175,708 215,072
722005667 PIMCO COMMODITY REAL      
74256W584 PRINCIPAL MIDCAP FUN AT COST 495,251 504,181
464287655 ISHARES RUSSELL 2000 AT COST 39,588 48,001

TY 2025 OtherDecreasesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Description Amount
ROC ON CY SALES 199
PY RETURN OF CAPITAL ADJUSTMENT 2,208
ROUNDING 4


TY 2025 OtherExpensesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 144 144   0


TY 2025 OtherIncreasesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Description Amount
MUTUAL FUND TIMING ADJ 1,012


TY 2025 OtherProfessionalFeesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 4,627 4,627    


TY 2025 TaxesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,798 2,798   0
FEDERAL TAX PAYMENT - PRIOR YE 8,447 0   0
FEDERAL ESTIMATES - PRINCIPAL 13,072 0   0
FOREIGN TAXES ON NONQUALIFIED 761 761   0