CUSHMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CUSHMAN FOUNDATION (EIN 33-0643458)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-15
- IRS object ID
- 202303199349108080
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:43:55-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952694444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSIDINE & CONSIDINE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8989 RIO SAN DIEGO DRIVE SUITE 250 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921081604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330643458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUSHMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUSH | BusinessNameControlTxt |
| Phone | 8585492874 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10620 TREENA ST 110 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921311140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA L PARRISH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8585492874 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBRA | PersonFirstNm |
| Person Last | PARRISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD HOTZ | PreparerPersonNm |
| PTIN | P00452784 | PTIN |
| Phone | 6192311977 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,544,704 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,560 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,560 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $748,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $748,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,557,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,666,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,557,215 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,313,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,313,659 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,138 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,138 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,083 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,083 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,188 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,188 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,283,153 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,283,153 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,505,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,302,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$192,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,141,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $432,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $432,497 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,641,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,387,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,676,557 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $435,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $435,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $435,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,076,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,255,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,544,704 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $629,261 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $629,261 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,447,478 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,255,209 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,447,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,255,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,076,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,255,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,447,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$192,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,255,209 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,255,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | P | 2021-10-25 | 2022-07-13 | $155,677 | $246,059 | -$90,382 | -$90,382 |
| ADVANCED MICRO DEVICES INC | P | 2021-12-16 | 2022-07-13 | $77,838 | $137,815 | -$59,977 | -$59,977 |
| ADVANCED MICRO DEVICES INC | P | 2021-12-16 | 2022-07-13 | $70,055 | $124,029 | -$53,974 | -$53,974 |
| ADVANCED MICRO DEVICES INC | P | 2021-12-16 | 2022-07-13 | $7,784 | $13,779 | -$5,995 | -$5,995 |
| ADVANCED MICRO DEVICES INC | P | 2022-02-15 | 2022-07-13 | $31,135 | $47,064 | -$15,929 | -$15,929 |
| ALPHABET INC NON VOTING CAP STK CL C | P | 2018-07-23 | 2022-07-13 | $225,045 | $119,164 | $105,881 | $105,881 |
| ALPHABET INC NON VOTING CAP STK CL C | P | 2018-07-23 | 2022-07-13 | $25,006 | $13,240 | $11,766 | $11,766 |
| MICROSOFT CORP | P | 2018-02-02 | 2022-07-26 | $125,152 | $45,978 | $79,174 | $79,174 |
| MICROSOFT CORP | P | 2018-02-02 | 2022-07-26 | $125,160 | $45,978 | $79,182 | $79,182 |
| MICROSOFT CORP | P | 2018-02-02 | 2022-07-26 | $125,170 | $45,978 | $79,192 | $79,192 |
| MICROSOFT CORP | P | 2018-02-02 | 2022-07-26 | $25,033 | $9,196 | $15,837 | $15,837 |
| SPDR S&P 500 TRUST ETF | D | 2013-01-14 | 2022-07-13 | $147,736 | $88,144 | $59,592 | $59,592 |
| SNOWFLAKE INC | P | 2022-02-11 | 2022-08-23 | $107,969 | $218,750 | -$110,781 | -$110,781 |
| SNOWFLAKE INC | P | 2022-02-15 | 2022-08-23 | $46,273 | $88,812 | -$42,539 | -$42,539 |
| SNOWFLAKE INC | P | 2022-05-13 | 2022-08-23 | $15,421 | $15,723 | -$302 | -$302 |
| SNOWFLAKE INC | P | 2022-02-15 | 2022-08-23 | $61,667 | $118,416 | -$56,749 | -$56,749 |
| SNOWFLAKE INC | P | 2022-05-13 | 2022-08-23 | $33,917 | $34,590 | -$673 | -$673 |
| INVESCO QQQ TR | P | 2013-12-06 | 2023-02-22 | $29,502 | $8,606 | $20,896 | $20,896 |
| SPDR S&P 500 TRUST ETF | D | 2013-01-14 | 2023-02-22 | $40,005 | $22,601 | $17,404 | $17,404 |
| SPDR S&P 500 TRUST ETF | D | 2013-01-14 | 2023-02-22 | $120,013 | $67,803 | $52,210 | $52,210 |
| QUALCOMM INC | P | 2018-05-07 | 2022-12-01 | $94,545 | $39,734 | $54,811 | $54,811 |
| QUALCOMM INC | P | 2016-02-16 | 2022-12-01 | $101,102 | $35,589 | $65,513 | $65,513 |
| QUALCOMM INC | P | 2016-02-22 | 2022-12-01 | $69,760 | $26,985 | $42,775 | $42,775 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $2,529 | $1,184 | $1,345 | $1,345 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $8,594 | $4,025 | $4,569 | $4,569 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $1,517 | $710 | $807 | $807 |
| QUALCOMM INC | P | 2018-05-07 | 2022-12-01 | $21,240 | $8,924 | $12,316 | $12,316 |
| QUALCOMM INC | P | 2018-07-18 | 2022-12-01 | $41,974 | $19,457 | $22,517 | $22,517 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $50,575 | $23,675 | $26,900 | $26,900 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $37,925 | $17,756 | $20,169 | $20,169 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $12,645 | $5,919 | $6,726 | $6,726 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $12,648 | $5,919 | $6,729 | $6,729 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $12,648 | $5,919 | $6,729 | $6,729 |
| QUALCOMM INC | P | 2016-02-22 | 2022-12-01 | $56,671 | $21,900 | $34,771 | $34,771 |
| QUALCOMM INC | P | 2017-02-15 | 2022-12-01 | $28,209 | $11,968 | $16,241 | $16,241 |
| QUALCOMM INC | P | 2017-02-15 | 2022-12-01 | $41,618 | $17,654 | $23,964 | $23,964 |
| QUALCOMM INC | P | 2017-02-15 | 2022-12-01 | $126,517 | $53,660 | $72,857 | $72,857 |
| QUALCOMM INC | P | 2018-07-18 | 2022-12-01 | $63,274 | $29,303 | $33,971 | $33,971 |
| QUALCOMM INC | P | 2017-02-15 | 2022-12-01 | $72,250 | $30,640 | $41,610 | $41,610 |
| QUALCOMM INC | P | 2017-02-15 | 2022-12-01 | $12,653 | $5,366 | $7,287 | $7,287 |
| QUALCOMM INC | P | 2018-05-07 | 2022-12-01 | $41,629 | $17,476 | $24,153 | $24,153 |
| QUALCOMM INC | P | 2018-07-18 | 2022-12-01 | $21,252 | $9,846 | $11,406 | $11,406 |
| QUALCOMM INC | P | 2018-07-23 | 2022-12-01 | $41,998 | $19,650 | $22,348 | $22,348 |
| QUALCOMM INC | P | 2018-05-07 | 2022-12-01 | $95,475 | $40,106 | $55,369 | $55,369 |
| ADVANCED MICRO DEVICES, INC. | P | 2022-02-15 | 2023-03-24 | $218,656 | $258,852 | -$40,196 | -$40,196 |
| ADVANCED MICRO DEVICES, INC. | P | 2022-03-02 | 2023-03-24 | $168,961 | $197,234 | -$28,273 | -$28,273 |
| ADVANCED MICRO DEVICES, INC. | P | 2021-08-11 | 2023-03-24 | $23,853 | $25,916 | -$2,063 | -$2,063 |
| NVIDIA CORP | P | 2022-03-02 | 2023-03-24 | $224,801 | $199,849 | $24,952 | $24,952 |
| NVIDIA CORP | P | 2021-03-01 | 2023-03-24 | $275,953 | $140,770 | $135,183 | $135,183 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2018-01-22 | 2023-03-24 | $69,730 | $56,156 | $13,574 | $13,574 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2017-01-24 | 2023-03-24 | $129,731 | $79,452 | $50,279 | $50,279 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2022-02-15 | 2023-03-24 | $139,461 | $150,380 | -$10,919 | -$10,919 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2017-01-24 | 2023-03-24 | $32,433 | $19,863 | $12,570 | $12,570 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2016-11-10 | 2023-03-24 | $324,327 | $186,773 | $137,554 | $137,554 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2017-01-24 | 2023-03-24 | $291,895 | $178,772 | $113,123 | $113,123 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2015-12-16 | 2023-03-24 | $8,433 | $4,625 | $3,808 | $3,808 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2015-08-03 | 2023-04-26 | $67,640 | $35,047 | $32,593 | $32,593 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2015-12-16 | 2023-04-26 | $261,766 | $137,695 | $124,071 | $124,071 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2015-08-03 | 2023-04-26 | $33,820 | $17,524 | $16,296 | $16,296 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2016-02-22 | 2023-04-26 | $137,309 | $67,320 | $69,989 | $69,989 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2016-02-22 | 2023-05-18 | $31,108 | $15,586 | $15,522 | $15,522 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2016-01-14 | 2023-05-18 | $330,938 | $163,086 | $167,852 | $167,852 |
| SPDR DOW JONES INDUSTRIAL AVERAGE | P | 2015-08-24 | 2023-05-18 | $134,361 | $66,196 | $68,165 | $68,165 |
| APPLE, INC. | P | 2019-06-17 | 2023-06-27 | $374,257 | $97,125 | $277,132 | $277,132 |
| APPLE, INC. | D | 2019-01-08 | 2023-06-27 | $730,737 | $698,019 | $32,718 | $32,718 |
| NVIDIA CORP | P | 2020-11-04 | 2023-06-07 | $467,512 | $163,882 | $303,630 | $303,630 |
| NVIDIA CORP | P | 2021-03-01 | 2023-06-07 | $379,853 | $133,903 | $245,950 | $245,950 |
| NVIDIA CORP | P | 2020-10-01 | 2023-06-07 | $144,149 | $50,160 | $93,989 | $93,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,557,215 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,908 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CUSHMANFOUNDATION.NET | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA L PARRISH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8585492874 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10620 TREENA ST 110 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921311140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN P CUSHMAN | ||||||||
| 10620 TREENA ST 110 | SAN DIEGO | CA | 92131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA L PARRISH | ||||||||
| 10620 TREENA ST 110 | SAN DIEGO | CA | 92131 | SECRETARY/CFO | 2.00 | $0 | $0 | $0 |
| LORI A MOORE | ||||||||
| 10620 TREENA ST 110 | SAN DIEGO | CA | 92131 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARJORIE L CUSHMAN | ||||||||
| 10620 TREENA ST 110 | SAN DIEGO | CA | 92131 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN O'GAILEY WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4655 EXECUTIVE DRIVE SUITE 1000 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET ADVISOR FEE | ServiceTypeTxt |
| Compensation | $172,083 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,212,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $543,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,755,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,755,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $911,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,844,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,992,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,992,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,668 | TotalTaxAmt |
| Distributable Before Adj | $2,948,549 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,948,549 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,948,549 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,302,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,302,479 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,948,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,267,570 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,302,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,267,570 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,913,640 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN P CUSHMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBRA L PARRISH CFO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10620 TREENA STREET SUITE 110 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8585492874 | RecipientPhoneNum |
| Recipient Email Address | DPARRISH@CUSHNET.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ONLINE GRANT APPLICATION AVAILABLE AT WWW.CUSHMANFOUNDATION.NET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE SUBMISSION DEADLINES AT WWW.CUSHMANFOUNDATION.NET OTHER THAN MAKING A DIFFERENCE 3/20/21 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE OVERVIEW OF THE CUSHMAN FOUNDATION FUNDING GUIDELINES AND APPLICATIONS, AS PUBLISHED AT WWW.CUSHMANFOUNDATION.NET. ALL GRANTS TO BENEFIT QUALIFYING CHARITABLE ORGANIZATIONS IN THE GREATER SAN DIEGO AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF PEDIATRICS CA CH3 | ||||||||
| PO BOX 22212 | SAN DIEGO | CA | 92192 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| ASSISTANCE LEAGUE OF GREATER SAN DIEGO | ||||||||
| 108 UNIVERSITY AVE | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| AUTISM TREE PROJECT INC | ||||||||
| 4225 EXECUTIVE SQUARE SUITE 600 | LA JOLLA | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| BAYSIDE COMMUNITY CENTER | ||||||||
| 2202 COMSTCOK ST | SAN DIEGO | CA | 92111 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CALIFORNIA FEDERATION OF WOMENS CLUB | ||||||||
| 1320 SEACOAST DR UNIT G | IMPERIAL BEACH | CA | 91932 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CALIFORNIA WESTERN SCHOOL OF LAW | ||||||||
| 225 CEDAR STREET | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CASA DE AMPARO | ||||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | NONE | 501C3 | GENERAL/UNRESTRICTED | $30,000 | |
| CATHOLIC CHARITIES DIOCESE OF SAN DIEGO | ||||||||
| 3888 PADUCAH DRIVE | SAN DIEGO | CA | 92117 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CHICANO FEDERATION OF SD COUNTY INC | ||||||||
| 3180 UNIVERSITY AVENUE SUITE 317 | SAN DIEGO | CA | 92104 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CHRISTIE'S PLACE | ||||||||
| 2440 THIRD AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CHULA VISTA POLICE FOUNDATION | ||||||||
| 315 4TH AVENUE CHULA | CHULA VISTA | CA | 91910 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CHULA VISTA POLICE FOUNDATION | ||||||||
| 315 4TH AVENUE CHULA | CHULA VISTA | CA | 91910 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CLASSICS FOR KIDS INC | ||||||||
| 9550 CUYAMACA STREET | SANTEE | CA | 92071 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| COMMUNITY CHRISTIAN SERVICE AGENCY INC | ||||||||
| 4167 RAPPAHANNOCK AVENUE | SAN DIEGO | CA | 92117 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| COMMUNITY HOUSINGWORKS | ||||||||
| 3111 CAMINO DEL RIO N 800 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CRISIS HOUSE | ||||||||
| 3740 FOURTH AVE | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| CYGNET THEATRE COMPANY | ||||||||
| 4891 PACIFIC HWY SUITE 115 | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| CYGNET THEATRE COMPANY | ||||||||
| 4891 PACIFIC HWY SUITE 115 | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $200 | |
| CYGNET THEATRE COMPANY | ||||||||
| 4891 PACIFIC HWY SUITE 115 | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,250 | |
| CYSTIC FIBROSIS FOUNDATION SD CHAPTER | ||||||||
| 9635 GRANITE RIDGE DRIVE SUITE 110 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| DRUG DISCOVERY FOR TROPICAL DISEASES | ||||||||
| 9909 HUENNEKENS STREET SUITE 100 | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| ELDER LAW & ADVOCACY | ||||||||
| 5151 MURPHY CANYON ROAD SUITE 100 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ERIC PAREDES SAVE A LIFE FOUNDATION | ||||||||
| 2514 JAMACHA ROAD STE 502 | EL CAJON | CA | 92109 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| FIRST GEN SCHOLARS | ||||||||
| 1531 MASTERSON LN | SAN DIEGO | CA | 92154 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| FOUNDATION FOR ANIMAL CARE & EDUCATION | ||||||||
| 10505 SORRENTO VALLEY ROAD SUITE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,000 | 175 |
| GIRL SCOUTS SD-IMPERIAL COUNCIL INC | ||||||||
| 1231 UPAS STREET | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| GIRLS RISING | ||||||||
| PO BOX 161218 | SAN DIEGO | CA | 92176 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| GREATER LA JOLLA MEALS-ON-WHEELS INC | ||||||||
| 9888 GENESEE AVENUE LA JOLLA | LA JOLLA | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||
| PO BOX 158 LA MESA | LA MESA | CA | 91944 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,000 | |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||
| PO BOX 158 LA MESA | LA MESA | CA | 91944 | NONE | 501C3 | GENERAL/UNRESTRICTED | $600 | |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||
| PO BOX 158 LA MESA | LA MESA | CA | 91944 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $9,000 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,500 | |
| JEWISH COMMUNITY FOUNDATION | ||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,050,000 | |
| KINDNESS INITIATIVE | ||||||||
| 9404 GENESEE AVENUE SUITE 200 | SAN DIEGO | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,500 | |
| KITCHENS FOR GOOD INC | ||||||||
| 2799 HEALTH CENTER DRIVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| LA MESA PARK & RECREATION FOUNDATION | ||||||||
| 4975 MEMORIAL DRIVE LA MESA | LA MESA | CA | 91942 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,500 | |
| LOGAN HEIGHTS COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 3040 IMPERIAL AVE | SAN DIEGO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| MANA DE SAN DIEGO | ||||||||
| 404 EUCLID AVE SUITE 308 | SAN DIEGO | CA | 92114 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| MIRACOSTA COLLEGE FOUNDATION | ||||||||
| 1 BARNARD DR M/S 7 OCEANSIDE | OCEANSIDE | CA | 92056 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| MUSICIANS FOR EDUCATION INC | ||||||||
| 4215 MENLO AVENUE | SAN DIEGO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| NOAH HOMES INC | ||||||||
| 12527 CAMPO RD SPRING VALLEY | SPRING VALLEY | CA | 91978 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| NORTH COUNTY HEALTH PROJECT INC | ||||||||
| 150 VALPREDA RD | SAN MARCOS | CA | 92069 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,239 | |
| NORTH SAN DIEGO COUNTY OSTOMY SUPPORT GRP | ||||||||
| PO BOX 3019 | VISTA | CA | 92085 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| OCEAN DISCOVERY INSTITUTE | ||||||||
| 4255 THORN ST | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| OPERATION HOMEFRONT INC | ||||||||
| 5725 KEARNY VILLA RD SUITE D | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| PEOPLE ASSISTING THE HOMELESS PATH | ||||||||
| 1250 SIXTH AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $3,500 | |
| READING LEGACIES INC | ||||||||
| 2750 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | 210 |
| REUBEN H FLEET SCIENCE CENTER | ||||||||
| 1875 EL PRADO | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO BLOOD BANK | ||||||||
| 3636 GATEWAY CENTER AVENUE SUITE | SAN DIEGO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | 100 |
| SAN DIEGO BLOOD BANK | ||||||||
| 3636 GATEWAY CENTER AVENUE SUITE | SAN DIEGO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $133,500 | 100 |
| SAN DIEGO COUNTY PHILATELIC COUNCIL | ||||||||
| 12675 DANIELSON COURT 413 | POWAY | CA | 92064 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| SAN DIEGO HISTORY CENTER | ||||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | |
| SAN DIEGO HISTORY CENTER | ||||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO PUBLIC LIBRARY FOUNDATION | ||||||||
| 330 PARK BLVD | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $58,117 | |
| SAN DIEGO REGIONAL ECONOMIC DEV FDN | ||||||||
| 530 B STREET SUITE 700 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,000 | |
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | ||||||||
| 1245 SEVENTH AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| SAN DIEGO YOUTH SYMPHONY | ||||||||
| 1650 EL PRADO ST207A | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SD CTR FOR COUNSELING DBA SD THERAPY CTR | ||||||||
| 2271 BLVD | ALPINE | CA | 91901 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| SEACREST FOUNDATION | ||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $3,300 | |
| SEACREST FOUNDATION | ||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,800 | |
| SEMPER FI & AMERICAS FUND | ||||||||
| 825 COLLEGE BOULEVARD SUITE 102 PMB | OCEANSIDE | CA | 92057 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | 609 |
| SHARIA'S CLOSET | ||||||||
| 6244 BLVD SUITE 5 | SAN DIEGO | CA | 92115 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,500 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $250,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000,000 | |
| SOLUTIONS FOR CHANGE INC | ||||||||
| 722 W CALIFORNIA AVENUE | VISTA | CA | 92083 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| SPECIAL DELIVERY SAN DIEGO | ||||||||
| 4021 GOLDFINCH STREET | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| SR FIRE SAFE COUNCIL | ||||||||
| 9903 BUSINESSPARK AVENUE SUITE 102 | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,200 | |
| ST MADELEINE SOPHIES TRAINING CENTER | ||||||||
| 2119 E MADISON AVENUE | EL CAJON | CA | 92019 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SUPPORT THE ENLISTED PROJECT INC (STEP) | ||||||||
| 9951 BUSINESSPARK AVENUE SUITE A | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| THE ALABASTER JAR PROJECT | ||||||||
| PO BOX 501378 | SAN DIEGO | CA | 92150 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| THE LEARNING CHOICE ACADEMY (TLC) | ||||||||
| 4215 SPRING STREET 221 | LA MESA | CA | 91941 | NONE | 501C3 | GENERAL/UNRESTRICTED | $4,414 | |
| THE NEW CHILDRENS MUSEUM | ||||||||
| 200 WEST ISLAND AVENUE | SAN DIEGO | CA | 921016850 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,500 | |
| UNITED THROUGH READING | ||||||||
| 1455 FRAZEE ROAD SUITE 500 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| UPLIFT | ||||||||
| 2801 B STREET 26 | SAN DIGEO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| URBAN GROWTH | ||||||||
| 452 WILLOWCREST WAY | CHULA VISTA | CA | 91910 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| URBAN STREET ANGELS INC | ||||||||
| C/O ERIC LOVETT 1404 5TH AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| URBAN STREET ANGELS | ||||||||
| 311 4TH AVENUE SUITE 405 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,300 | |
| URBAN STREET ANGELS INC | ||||||||
| 311 4TH AVENUE SUITE 405 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $28,733 | |
| VEHICLES FOR CHANGE INC (SAN DIEGO) | ||||||||
| 2500 SIXTH AVE | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| VOICE OF SAN DIEGO | ||||||||
| 110 WEST A ST SUITE 650 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| VOICES FOR CHILDREN | ||||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,500 | |
| VOICES FOR CHILDREN | ||||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| VOICES OF OUR CITY CHOIR | ||||||||
| PO BOX 122241 | SAN DIEGO | CA | 92112 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| WAVE ACADEMY (DBA HEALING WAVE AQUATICS) | ||||||||
| 2657 ARIANE DR | SAN DIEGO | CA | 92117 | NONE | 501C3 | GENERAL/UNRESTRICTED | $9,000 | |
| WHEELCHAIR DANCERS ORGANIZATION | ||||||||
| 4584 CALLE DE VIDA | SAN DIEGO | CA | 92124 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| WORDS ALIVE | ||||||||
| 5111 SANTA FE STREET SUITE 219 | SAN DIEGO | CA | 92109 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,283,153 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,560 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $748,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,557,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,313,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,313,659 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,138 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,138 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $34,387,062 | EOYBookValueAmt |
| EOYFMV | $68,676,557 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HUMAN LONGEVITY, INC (24962 SHS) | AT COST | $174,260 | $174,260 |
| HUMAN LONGEVITY, INC (37442 SHS) | AT COST | $261,390 | $261,390 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $1,350 | $0 | $1,350 |
| SOFTWARE | $8,838 | $0 | $8,838 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $629,261 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $172,083 | Amt |
| Net Investment Income | $172,083 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX | $30,946 | $0 | $0 |
| TAX AND LICENSE | $420 | $0 | $0 |
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