CUSHMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CUSHMAN FOUNDATION (EIN 33-0643458)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202233199349107828
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:42:23-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2022-11-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD HOTZ | PreparerPersonNm |
| PTIN | P00452784 | PTIN |
| Phone | 6192311977 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,635,666 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,098,748 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $135 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $135 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $665,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $665,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,171,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,383,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,171,860 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,663 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,940,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,837,698 | 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 |
| Legal Fees Rev And Expnss | $411 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,618 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,618 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $266,033 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $266,033 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,566 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $317,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $266,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,758,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,758,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,076,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $266,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,778,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,863,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,571,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $123,156 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $32,025,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,641,089 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,200,016 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $435,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $435,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $435,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,584,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,076,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,635,666 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $629,261 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $629,261 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,584,179 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,447,478 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,584,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,447,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,584,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,076,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,584,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,863,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,447,478 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,447,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (123 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALIBABA GRP HLDG LTD ADR | P | 2018-07-23 | 2021-08-11 | $136,638 | $130,697 | $5,941 | $5,941 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-07-23 | 2021-08-11 | $58,560 | $56,010 | $2,550 | $2,550 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-07-23 | 2021-08-11 | $39,040 | $37,341 | $1,699 | $1,699 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-07-25 | 2021-08-11 | $39,040 | $39,030 | $10 | $10 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-07-25 | 2021-08-11 | $38,259 | $38,247 | $12 | $12 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-07-25 | 2021-08-11 | $586 | $585 | $1 | $1 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-07-25 | 2021-08-11 | $195 | $195 | $0 | $0 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-08-02 | 2021-08-11 | $100,330 | $92,961 | $7,369 | $7,369 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-08-02 | 2021-08-11 | $36,304 | $33,639 | $2,665 | $2,665 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-08-02 | 2021-08-11 | $19,519 | $18,086 | $1,433 | $1,433 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-08-16 | 2021-08-11 | $146,392 | $131,270 | $15,122 | $15,122 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-08-22 | 2021-08-11 | $58,557 | $53,308 | $5,249 | $5,249 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-08-24 | 2021-08-11 | $9,759 | $8,680 | $1,079 | $1,079 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-08-24 | 2021-08-11 | $48,805 | $43,401 | $5,404 | $5,404 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-09-10 | 2021-08-11 | $97,610 | $78,360 | $19,250 | $19,250 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-09-20 | 2021-08-11 | $58,566 | $49,836 | $8,730 | $8,730 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-09-20 | 2021-08-11 | $19,522 | $16,615 | $2,907 | $2,907 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-10-15 | 2021-08-11 | $36,896 | $27,344 | $9,552 | $9,552 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-10-15 | 2021-08-11 | $60,710 | $44,994 | $15,716 | $15,716 |
| ALIBABA GRP HLDG LTD ADR | P | 2018-11-26 | 2021-08-11 | $58,563 | $46,720 | $11,843 | $11,843 |
| ALIBABA GRP HLDG LTD ADR | P | 2019-02-11 | 2021-08-11 | $78,084 | $67,131 | $10,953 | $10,953 |
| ALIBABA GRP HLDG LTD ADR | P | 2019-06-17 | 2021-08-11 | $29,281 | $23,992 | $5,289 | $5,289 |
| ALIBABA GRP HLDG LTD ADR | P | 2019-06-17 | 2021-08-11 | $58,554 | $47,985 | $10,569 | $10,569 |
| ALIBABA GRP HLDG LTD ADR | P | 2019-06-17 | 2021-08-11 | $39,036 | $31,989 | $7,047 | $7,047 |
| ALIBABA GRP HLDG LTD ADR | P | 2020-11-04 | 2021-08-11 | $97,590 | $148,510 | -$50,920 | -$50,920 |
| ALIBABA GRP HLDG LTD ADR | P | 2020-11-04 | 2021-08-11 | $39,046 | $59,404 | -$20,358 | -$20,358 |
| ALIBABA GRP HLDG LTD ADR | P | 2020-11-04 | 2021-08-11 | $39,045 | $59,404 | -$20,359 | -$20,359 |
| ALIBABA GRP HLDG LTD ADR | P | 2020-11-04 | 2021-08-11 | $19,521 | $29,702 | -$10,181 | -$10,181 |
| AMAZON COM INC | P | 2018-11-26 | 2022-05-05 | $435,655 | $289,248 | $146,407 | $146,407 |
| AMAZON COM INC | P | 2020-03-23 | 2022-05-03 | $150,178 | $113,302 | $36,876 | $36,876 |
| AMAZON COM INC | P | 2020-03-23 | 2022-05-05 | $110,085 | $88,753 | $21,332 | $21,332 |
| AMAZON COM INC | P | 2022-03-02 | 2022-05-03 | $97,616 | $118,402 | -$20,786 | -$20,786 |
| AMAZON COM INC | P | 2022-03-02 | 2022-05-05 | $63,240 | $81,971 | -$18,731 | -$18,731 |
| BRISTOL MYERS SQUIBB | P | 2020-06-16 | 2022-02-25 | $103,259 | $85,770 | $17,489 | $17,489 |
| BRISTOL MYERS SQUIBB | P | 2020-06-16 | 2022-02-25 | $84,329 | $70,029 | $14,300 | $14,300 |
| BRISTOL MYERS SQUIBB | P | 2020-06-16 | 2022-02-25 | $18,931 | $15,722 | $3,209 | $3,209 |
| BRISTOL MYERS SQUIBB | P | 2020-06-16 | 2022-02-25 | $34,415 | $28,585 | $5,830 | $5,830 |
| BRISTOL MYERS SQUIBB | P | 2020-06-16 | 2022-02-25 | $34,415 | $28,595 | $5,820 | $5,820 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $68,830 | $69,245 | -$415 | -$415 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $20,649 | $20,772 | -$123 | -$123 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $39,060 | $39,259 | -$199 | -$199 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $48,223 | $48,482 | -$259 | -$259 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $26,247 | $26,384 | -$137 | -$137 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $17,360 | $17,450 | -$90 | -$90 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $13,778 | $13,852 | -$74 | -$74 |
| BRISTOL MYERS SQUIBB | P | 2021-08-20 | 2022-02-25 | $6,889 | $6,926 | -$37 | -$37 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $137,799 | $120,570 | $17,229 | $17,229 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $62,005 | $54,261 | $7,744 | $7,744 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $49,048 | $42,926 | $6,122 | $6,122 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $26,727 | $23,393 | $3,334 | $3,334 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $21,492 | $18,809 | $2,683 | $2,683 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $13,765 | $12,057 | $1,708 | $1,708 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $13,767 | $12,057 | $1,710 | $1,710 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $13,769 | $12,057 | $1,712 | $1,712 |
| BRISTOL MYERS SQUIBB | P | 2021-09-24 | 2022-02-25 | $6,061 | $5,305 | $756 | $756 |
| ISHARES CORE S&P MID ETF | P | 2015-08-24 | 2022-02-25 | $106,011 | $56,184 | $49,827 | $49,827 |
| ISHARES CORE S&P MID ETF | P | 2015-08-24 | 2022-02-25 | $79,509 | $42,141 | $37,368 | $37,368 |
| ISHARES CORE S&P MID ETF | P | 2015-08-24 | 2022-02-25 | $26,503 | $14,048 | $12,455 | $12,455 |
| ISHARES CORE S&P MID ETF | P | 2015-12-16 | 2022-02-25 | $265,029 | $141,538 | $123,491 | $123,491 |
| ISHARES CORE S&P MID ETF | P | 2018-02-07 | 2022-02-25 | $185,520 | $130,989 | $54,531 | $54,531 |
| META PLATFORMS INC A | P | 2018-08-02 | 2022-02-03 | $36,430 | $26,093 | $10,337 | $10,337 |
| META PLATFORMS INC A | P | 2018-08-16 | 2022-02-03 | $242,869 | $178,105 | $64,764 | $64,764 |
| META PLATFORMS INC A | P | 2018-08-22 | 2022-02-03 | $242,869 | $173,105 | $69,764 | $69,764 |
| META PLATFORMS INC A | P | 2018-08-24 | 2022-02-03 | $36,430 | $26,098 | $10,332 | $10,332 |
| META PLATFORMS INC A | P | 2018-08-24 | 2022-02-03 | $84,952 | $60,896 | $24,056 | $24,056 |
| META PLATFORMS INC A | P | 2018-09-10 | 2022-02-03 | $97,088 | $65,775 | $31,313 | $31,313 |
| META PLATFORMS INC A | P | 2018-10-15 | 2022-02-03 | $121,359 | $77,364 | $43,995 | $43,995 |
| META PLATFORMS INC A | P | 2018-11-26 | 2022-02-03 | $72,816 | $40,542 | $32,274 | $32,274 |
| META PLATFORMS INC A | P | 2018-12-11 | 2022-02-03 | $97,088 | $57,110 | $39,978 | $39,978 |
| META PLATFORMS INC A | P | 2019-02-11 | 2022-02-03 | $12,136 | $8,302 | $3,834 | $3,834 |
| META PLATFORMS INC A | P | 2019-02-11 | 2022-02-03 | $60,675 | $41,508 | $19,167 | $19,167 |
| META PLATFORMS INC A | P | 2020-02-13 | 2022-02-03 | $230,564 | $201,118 | $29,446 | $29,446 |
| META PLATFORMS INC A | P | 2020-02-13 | 2022-02-03 | $12,145 | $10,585 | $1,560 | $1,560 |
| META PLATFORMS INC A | P | 2020-11-04 | 2022-02-03 | $182,178 | $214,718 | -$32,540 | -$32,540 |
| META PLATFORMS INC A | P | 2021-08-20 | 2022-02-03 | $48,581 | $71,311 | -$22,730 | -$22,730 |
| META PLATFORMS INC A | P | 2021-08-20 | 2022-02-03 | $97,152 | $142,622 | -$45,470 | -$45,470 |
| META PLATFORMS INC A | P | 2021-09-24 | 2022-02-03 | $24,288 | $35,222 | -$10,934 | -$10,934 |
| META PLATFORMS INC A | P | 2021-09-24 | 2022-02-03 | $97,182 | $140,886 | -$43,704 | -$43,704 |
| META PLATFORMS INC A | P | 2021-09-24 | 2022-02-03 | $84,920 | $123,275 | -$38,355 | -$38,355 |
| SPDR S&P 500 TRUST ETF | D | 2013-01-14 | 2022-01-07 | $233,985 | $113,005 | $120,980 | $120,980 |
| VANGUARD INFO TECH ETF | D | 2014-07-14 | 2022-01-07 | $218,234 | $231,015 | -$12,781 | -$12,781 |
| VANGUARD INFO TECH ETF | D | 2014-07-14 | 2022-01-19 | $42,525 | $46,203 | -$3,678 | -$3,678 |
| VANGUARD INFO TECH ETF | D | 2014-07-14 | 2022-01-19 | $42,524 | $46,203 | -$3,679 | -$3,679 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $401,812 | $132,804 | $269,008 | $269,008 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $111,624 | $36,890 | $74,734 | $74,734 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $133,949 | $44,280 | $89,669 | $89,669 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $89,268 | $29,520 | $59,748 | $59,748 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $111,584 | $36,895 | $74,689 | $74,689 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $26,111 | $8,631 | $17,480 | $17,480 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $63,177 | $20,877 | $42,300 | $42,300 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $44,648 | $14,760 | $29,888 | $29,888 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $44,648 | $14,766 | $29,882 | $29,882 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $9,376 | $3,099 | $6,277 | $6,277 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $12,947 | $4,280 | $8,667 | $8,667 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $22,322 | $7,376 | $14,946 | $14,946 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $22,322 | $7,376 | $14,946 | $14,946 |
| VISA INC CLASS A | P | 2016-01-14 | 2021-09-02 | $22,322 | $7,381 | $14,941 | $14,941 |
| VISA INC CLASS A | P | 2016-01-22 | 2021-09-02 | $76,341 | $24,752 | $51,589 | $51,589 |
| VISA INC CLASS A | P | 2016-01-22 | 2021-09-02 | $141,275 | $45,813 | $95,462 | $95,462 |
| VISA INC CLASS A | P | 2016-01-22 | 2021-09-02 | $111,634 | $36,188 | $75,446 | $75,446 |
| VISA INC CLASS A | P | 2016-01-22 | 2021-09-02 | $5,578 | $1,809 | $3,769 | $3,769 |
| VISA INC CLASS A | P | 2016-02-16 | 2021-09-02 | $105,977 | $33,658 | $72,319 | $72,319 |
| VISA INC CLASS A | P | 2016-02-16 | 2021-09-02 | $50,220 | $15,943 | $34,277 | $34,277 |
| VISA INC CLASS A | P | 2016-02-16 | 2021-09-02 | $39,060 | $12,400 | $26,660 | $26,660 |
| VISA INC CLASS A | P | 2016-02-16 | 2021-09-02 | $5,580 | $1,771 | $3,809 | $3,809 |
| VISA INC CLASS A | P | 2016-02-16 | 2021-09-02 | $22,321 | $7,086 | $15,235 | $15,235 |
| VISA INC CLASS A | P | 2016-02-22 | 2021-09-02 | $61,382 | $20,059 | $41,323 | $41,323 |
| VISA INC CLASS A | P | 2016-02-22 | 2021-09-02 | $78,102 | $25,529 | $52,573 | $52,573 |
| VISA INC CLASS A | P | 2016-02-22 | 2021-09-02 | $15,404 | $5,033 | $10,371 | $10,371 |
| VISA INC CLASS A | P | 2016-02-22 | 2021-09-02 | $52,686 | $17,211 | $35,475 | $35,475 |
| VISA INC CLASS A | P | 2016-02-22 | 2021-09-02 | $15,626 | $5,105 | $10,521 | $10,521 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $51,566 | $45,031 | $6,535 | $6,535 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $44,198 | $38,598 | $5,600 | $5,600 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $22,322 | $19,494 | $2,828 | $2,828 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $22,330 | $19,494 | $2,836 | $2,836 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $22,316 | $19,494 | $2,822 | $2,822 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $22,318 | $19,494 | $2,824 | $2,824 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $22,312 | $19,494 | $2,818 | $2,818 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $8,707 | $7,603 | $1,104 | $1,104 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $3,572 | $3,119 | $453 | $453 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $2,679 | $2,339 | $340 | $340 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $670 | $585 | $85 | $85 |
| VISA INC CLASS A | P | 2020-11-04 | 2021-09-02 | $223 | $195 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,171,860 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,680 | 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 | $22,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $13,066 | 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 (5 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 | TREASURER | 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 |
| BRITNY CAMACHO | ||||||||
| 10620 TREENA ST 110 | SAN DIEGO | CA | 92131 | SECRETARY | 2.00 | $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 GAILEY WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4365 EXECUTIVE DRIVE SUITE 1800 | 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 | $266,033 | 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 | $66,770,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $789,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,559,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,559,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,013,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,546,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,327,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,327,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,746 | TotalTaxAmt |
| Distributable Before Adj | $3,291,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,291,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,291,567 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,778,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,778,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,291,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,754,803 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,778,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,754,803 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,997 | 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 | $3,267,570 | 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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SEACREST FOUNDATION | ||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,800 | |
| SAN DIEGO REGIONAL ECONOMIC DEV FDN | ||||||||
| 530 B STREET SUITE 700 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,000 | |
| WOUNDED WARRIOR HOMES INC | ||||||||
| 1145 LINDA VISTA DRIVE 104 | SAN MARCOS | CA | 92078 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| WORDS ALIVE | ||||||||
| 5111 SANTA FE STREET SUITE 219 | SAN DIEGO | CA | 92109 | NONE | 501C3 | GENERAL/UNRESTRICTED | $3,000 | |
| WHEELCHAIR DANCERS ORGANIZATION | ||||||||
| 4584 CALLE DE VIDA | SAN DIEGO | CA | 92124 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| UNITED THROUGH READING | ||||||||
| 1455 FRAZEE ROAD SUITE 500 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | |
| SAN DIEGO MILITARY OUTREACH MISSION | ||||||||
| PO BOX 3030 | LA MESA | CA | 91944 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,800 | |
| MISSION EDGE FOR SD DUCKS SLED HOCKEY | ||||||||
| 2820 ROOSEVELT ROAD SUITE 104 | SAN DIEGO | CA | 92106 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| MEALS-ON-WHEELS GREATER SAN DIEGO INC | ||||||||
| 2254 SAN DIEGO AVENUE SUITE 200 | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| JUST IN TIME FOR FOSTER YOUTH | ||||||||
| PO BOX 601627 | SAN DIEGO | CA | 92160 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| EPISCOPAL COMMUNITY SERVICES | ||||||||
| 401 MILE OF CARS WAY SUITE 350 | NATIONAL CITY | CA | 91950 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| CRISTO REY SAN DIEGO HIGH SCHOOL | ||||||||
| 3525 DEL MAR HEIGHTS ROAD 882 | SAN DIEGO | CA | 92130 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| COMMUNITY HOUSINGWORKS | ||||||||
| 3111 CAMINO DEL RIO N 800 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| ARMS WIDE OPEN | ||||||||
| 237 EAST MAIN STREET | EL CAJON | CA | 92020 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| AMERICAN ACADEMY OF PEDIATRICS CA CH3 | ||||||||
| PO BOX 22212 | SAN DIEGO | CA | 92192 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | ||||||||
| 1245 SEVENTH AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY | ||||||||
| 4756 MISSION GORGE PLACE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| URBAN STREET ANGELS INC | ||||||||
| 1404 5TH AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $23,900 | |
| SAN DIEGO HISTORY CENTER | ||||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO HISTORY CENTER | ||||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| TEMPLE EMANU-EI OF SAN DIEGO | ||||||||
| 6299 CAPRI DRIVE | SAN DIEGO | CA | 92120 | NONE | 501C3 | GENERAL/UNRESTRICTED | $900 | |
| CASA DE AMPARO | ||||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | NONE | 501C3 | GENERAL/UNRESTRICTED | $500 | |
| VOICE OF SAN DIEGO | ||||||||
| 110 WEST A ST SUITE 650 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| RADY CHILDRENS HOSPITAL FOUNDATION-SD | ||||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| SEACREST FOUNDATION | ||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,000 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $8,745 | |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||
| PO BOX 158 | LA MESA | CA | 91944 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000,000 | |
| WAVE ACADEMY | ||||||||
| 4699 MUROHV CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| VOICES FOR CHILDREN | ||||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| THERAPY CENTER INC DBA CHALLENGE CENTER | ||||||||
| 5540 LAKE PARK WAY | LA MESA | CA | 91942 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| SUPPORT THE ENLISTED PROIECT INC | ||||||||
| 9915 BUSINESSPARK AVENUE SUITE A | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| STAR PAL | ||||||||
| 4110 54TH | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SEMPER FI & AMERICA'S | ||||||||
| 825 COLLEGE BOULEVARD SUITE 102 PMB | OCEANSIDE | CA | 92057 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | 609 |
| RESOUNDING JOY INC | ||||||||
| 10455 SORRENTO VALLEY ROAD SUITE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | 208 |
| READING LEGACIES | ||||||||
| 2750 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | 210 |
| OPERATION HOPE NORTH COUNTY INC | ||||||||
| 859 E VISTA WAY | VISTA | CA | 92084 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| OCEAN DISCOVERY INSTITUTE | ||||||||
| 4255 THORN ST | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,500 | |
| KITCHENS FOR GOOD | ||||||||
| 2799 HEALTH CENTER DRIVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| HANNAHS FAMILY CENTER | ||||||||
| 9455 FARNHAM STREET SUITE 100 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| GIRLS ON THE RUN OF SAN DIEGO | ||||||||
| PO BOX 232 | POWAY | CA | 92074 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| ELDER LAW & ADVOCACY | ||||||||
| 5151MUROHV CANYON ROAD SUITE 100 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| CONNECTMED INTERNATIONAL | ||||||||
| 4010 SORRENTO VALLEY BLVD 400 | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| BARRIO LOGAN COLLEGE INSTITUTE | ||||||||
| 2114 NATIONAL AVENUE | SAN DIEGO | CA | 92113 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| AUTISM TREE PROJECT INC | ||||||||
| 4350 PACIFIC HIGHWAY 1007 | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| SEACREST FOUNDATION | ||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $4,100 | |
| THE HONOR FOUNDATION | ||||||||
| 11055 ROSELLE STREET SUITE 120 | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| SEACREST FOUNDATION | ||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| SAN DIEGO MILITARY OUTREACH MISSION | ||||||||
| PO BOX 3030 | LA MESA | CA | 91944 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| LEGAL AID SOCIETY OF SAN DIEGO | ||||||||
| 110 SOUTH EUCLID AVENUE | SAN DIEGO | CA | 92114 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| IT'S ALL ABOUT THE KIDS FOUNDATION | ||||||||
| 515 RALEIGH AVE SUITE B | EL CAJON | CA | 92020 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| HOME START INCORPORATED | ||||||||
| 5005 TEXAS STREET STE 203 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $34,000 | |
| GUITARS AND UKES IN THE CLASSROOM | ||||||||
| 1286 UNIVERSITY AVENUE 389 | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,500 | |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||
| PO BOX 158 | LA MESA | CA | 91944 | NONE | 501C3 | GENERAL/UNRESTRICTED | $250 | |
| FOUNDATION FOR WOMEN WARRIORS | ||||||||
| 1185 PARK CENTER DRIVE SUITE R | VISTA | CA | 92081 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| EPILEPSY SOCIETY OF SAN DIEGO COUNTY | ||||||||
| 2055 EL CAION BLVD | SAN DIEGO | CA | 92104 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ELEMENTARY INSTITUTE OF SCIENCE | ||||||||
| 608 51ST STREET | SAN DIEGO | CA | 92114 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| ELDERHELP OF SAN DIEGO | ||||||||
| 5095 MURPHY CANYON RD STE 100 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| CRISIS HOUSE | ||||||||
| 9550 CUYAMACA STREET SUITE 101 | SANTEE | CA | 92071 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| CASA DE AMPARO | ||||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| BURN INSTITUTE | ||||||||
| 8825 AERO DRIVE SUITE 200 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| MISSION EDGE FOR FOR ALL OF US | ||||||||
| C/O THE CABRERA FIRM 600 WEST | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | BROADWAY SUITE 700 |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $750,000 | |
| JEWISH COMMUNITY FOUNDATION | ||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| DOWNTOWN SAN DIEGO PARTNERSHIP FOUNDATION | ||||||||
| 401 B STREET SUITE 100 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,758,995 | 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 | $135 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $665,703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,171,860 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,663 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,841,361 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,841,361 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN P CUSHMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10620 TREENA ST 110 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,098,748 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 13,200 APPLE SHARES, 1,600 VANGUARD SHARES | NoncashPropertyDesc |
| Fair Market Value | $3,098,748 | FairMarketValueAmt |
| Received | 2021-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,618 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,618 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $35,641,089 | EOYBookValueAmt |
| EOYFMV | $56,200,016 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Legal Fees | $411 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $1,020 | $0 | $1,020 |
| SOFTWARE | $10,167 | $0 | $10,167 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $3,663 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,663 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $629,261 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $266,033 | Amt |
| Net Investment Income | $266,033 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX | $31,416 | $0 | $0 |
| TAX AND LICENSE | $150 | $0 | $0 |
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