CUSHMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CUSHMAN FOUNDATION (EIN 33-0643458)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202113199349109451
- Schema version
- 2020v4.1
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T17:59:52-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 | 2021-11-12 | 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 | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $64,014,900 | 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 | $3,227,245 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $682,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $682,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,167,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,623,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,167,156 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,076,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,849,605 | 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 | $4,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,565 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $227,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $218,115 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,764 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,279 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $265,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,995,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,995,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,261,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,012,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,815,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,631,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $832,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,499,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,025,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,456,094 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $435,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $435,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $435,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,768,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,584,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,014,900 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,768,360 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,584,179 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,768,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,584,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,768,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,584,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,768,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,815,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,584,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,584,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (190 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $27,269 | $32,310 | -$5,041 | -$5,041 |
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $15,613 | $18,502 | -$2,889 | -$2,889 |
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $3,804 | $4,510 | -$706 | -$706 |
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $11,723 | $13,901 | -$2,178 | -$2,178 |
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $9,159 | $10,863 | -$1,704 | -$1,704 |
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $2,405 | $2,854 | -$449 | -$449 |
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $5,354 | $6,353 | -$999 | -$999 |
| CHEVRON CORPORATION | P | 2020-05-28 | 2020-09-14 | $2,330 | $2,762 | -$432 | -$432 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $86,980 | $112,689 | -$25,709 | -$25,709 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $50,346 | $65,241 | -$14,895 | -$14,895 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $32,038 | $41,503 | -$9,465 | -$9,465 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $64,084 | $83,006 | -$18,922 | -$18,922 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $9,170 | $11,858 | -$2,688 | -$2,688 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $45,849 | $59,255 | -$13,406 | -$13,406 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $183 | $237 | -$54 | -$54 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $31,904 | $41,276 | -$9,372 | -$9,372 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $23,011 | $29,769 | -$6,758 | -$6,758 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $4,491 | $5,811 | -$1,320 | -$1,320 |
| INTEL CORP | P | 2020-04-22 | 2020-11-04 | $18,332 | $23,706 | -$5,374 | -$5,374 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $27,589 | $29,263 | -$1,674 | -$1,674 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $45,672 | $48,513 | -$2,841 | -$2,841 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $366 | $389 | -$23 | -$23 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $45,884 | $48,600 | -$2,716 | -$2,716 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $13,372 | $14,191 | -$819 | -$819 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $23,263 | $24,696 | -$1,433 | -$1,433 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $27,119 | $28,780 | -$1,661 | -$1,661 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $366 | $389 | -$23 | -$23 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $22,746 | $24,116 | -$1,370 | -$1,370 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $8,987 | $9,530 | -$543 | -$543 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $13,756 | $14,579 | -$823 | -$823 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $9,176 | $9,719 | -$543 | -$543 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $9,176 | $9,719 | -$543 | -$543 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $9,164 | $9,719 | -$555 | -$555 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $9,158 | $9,721 | -$563 | -$563 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $4,576 | $4,861 | -$285 | -$285 |
| INTEL CORP | P | 2020-08-04 | 2020-11-04 | $4,576 | $4,859 | -$283 | -$283 |
| NORTHROP GRUMMAN CORP | P | 2021-02-01 | 2021-03-05 | $22,801 | $22,124 | $677 | $677 |
| NORTHROP GRUMMAN CORP | P | 2021-02-01 | 2021-03-05 | $30,304 | $29,402 | $902 | $902 |
| NORTHROP GRUMMAN CORP | P | 2021-02-01 | 2021-03-05 | $30,009 | $29,111 | $898 | $898 |
| NORTHROP GRUMMAN CORP | P | 2021-02-01 | 2021-03-05 | $6,901 | $6,696 | $205 | $205 |
| ORGANON & CO | P | 2021-03-03 | 2021-06-09 | $3,939 | $4,724 | -$785 | -$785 |
| ORGANON & CO | P | 2021-03-05 | 2021-06-09 | $8,025 | $9,535 | -$1,510 | -$1,510 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $21,357 | $23,870 | -$2,513 | -$2,513 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $4,366 | $4,889 | -$523 | -$523 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $22,380 | $25,059 | -$2,679 | -$2,679 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $14,235 | $15,933 | -$1,698 | -$1,698 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $4,108 | $4,599 | -$491 | -$491 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $14,342 | $16,187 | -$1,845 | -$1,845 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $11,004 | $12,336 | -$1,332 | -$1,332 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $3,778 | $4,234 | -$456 | -$456 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $7,238 | $8,099 | -$861 | -$861 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $10,067 | $11,268 | -$1,201 | -$1,201 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $8,303 | $9,294 | -$991 | -$991 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $404 | $453 | -$49 | -$49 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $6,951 | $7,777 | -$826 | -$826 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $7,356 | $8,226 | -$870 | -$870 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $5,296 | $5,966 | -$670 | -$670 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,056 | $2,320 | -$264 | -$264 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,982 | $2,237 | -$255 | -$255 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $3,861 | $4,349 | -$488 | -$488 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,504 | $1,698 | -$194 | -$194 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,348 | $2,633 | -$285 | -$285 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,323 | $1,481 | -$158 | -$158 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,352 | $2,628 | -$276 | -$276 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,324 | $1,478 | -$154 | -$154 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,353 | $2,630 | -$277 | -$277 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,325 | $1,479 | -$154 | -$154 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,355 | $2,630 | -$275 | -$275 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,322 | $1,480 | -$158 | -$158 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,351 | $2,633 | -$282 | -$282 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,323 | $1,481 | -$158 | -$158 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,352 | $2,637 | -$285 | -$285 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,324 | $1,483 | -$159 | -$159 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,354 | $2,643 | -$289 | -$289 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,324 | $1,487 | -$163 | -$163 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,354 | $2,652 | -$298 | -$298 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $1,324 | $1,492 | -$168 | -$168 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $2,353 | $2,644 | -$291 | -$291 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $919 | $1,033 | -$114 | -$114 |
| PARSONS CORP DEL | P | 2020-05-28 | 2021-01-07 | $367 | $413 | -$46 | -$46 |
| CHEVRON CORPORATION | P | 2014-10-03 | 2020-09-14 | $38,799 | $58,887 | -$20,088 | -$20,088 |
| CHEVRON CORPORATION | P | 2014-11-20 | 2020-09-14 | $31,039 | $46,889 | -$15,850 | -$15,850 |
| CHEVRON CORPORATION | P | 2014-12-17 | 2020-09-14 | $31,039 | $42,258 | -$11,219 | -$11,219 |
| CHEVRON CORPORATION | P | 2015-02-03 | 2020-09-14 | $38,799 | $54,865 | -$16,066 | -$16,066 |
| CHEVRON CORPORATION | P | 2015-03-26 | 2020-09-14 | $15,520 | $21,104 | -$5,584 | -$5,584 |
| CHEVRON CORPORATION | P | 2015-07-13 | 2020-09-14 | $31,893 | $38,912 | -$7,019 | -$7,019 |
| CHEVRON CORPORATION | P | 2015-07-13 | 2020-09-14 | $6,916 | $8,426 | -$1,510 | -$1,510 |
| CHEVRON CORPORATION | P | 2015-08-03 | 2020-09-14 | $54,392 | $59,812 | -$5,420 | -$5,420 |
| CHEVRON CORPORATION | P | 2015-08-10 | 2020-09-14 | $23,311 | $25,823 | -$2,512 | -$2,512 |
| CHEVRON CORPORATION | P | 2015-08-10 | 2020-09-14 | $15,541 | $17,216 | -$1,675 | -$1,675 |
| CHEVRON CORPORATION | P | 2015-08-10 | 2020-09-14 | $7,770 | $8,608 | -$838 | -$838 |
| CHEVRON CORPORATION | P | 2015-08-24 | 2020-09-14 | $8,625 | $8,313 | $312 | $312 |
| CHEVRON CORPORATION | P | 2015-08-24 | 2020-09-14 | $22,455 | $21,643 | $812 | $812 |
| CHEVRON CORPORATION | P | 2015-08-24 | 2020-09-14 | $23,309 | $22,464 | $845 | $845 |
| CHEVRON CORPORATION | P | 2017-02-10 | 2020-09-14 | $38,849 | $56,578 | -$17,729 | -$17,729 |
| CHEVRON CORPORATION | P | 2019-01-08 | 2020-09-14 | $24,164 | $34,980 | -$10,816 | -$10,816 |
| CHEVRON CORPORATION | P | 2019-01-08 | 2020-09-14 | $61,249 | $88,745 | -$27,496 | -$27,496 |
| CHEVRON CORPORATION | P | 2019-01-08 | 2020-09-14 | $19,329 | $28,010 | -$8,681 | -$8,681 |
| CHEVRON CORPORATION | P | 2019-01-08 | 2020-09-14 | $19,495 | $28,235 | -$8,740 | -$8,740 |
| CHEVRON CORPORATION | P | 2019-01-08 | 2020-09-14 | $15,534 | $22,495 | -$6,961 | -$6,961 |
| CHEVRON CORPORATION | P | 2019-02-11 | 2020-09-14 | $19,339 | $29,095 | -$9,756 | -$9,756 |
| CHEVRON CORPORATION | P | 2019-02-11 | 2020-09-14 | $42,770 | $64,382 | -$21,612 | -$21,612 |
| CHEVRON CORPORATION | P | 2019-06-17 | 2020-09-14 | $11,566 | $18,091 | -$6,525 | -$6,525 |
| CHEVRON CORPORATION | P | 2019-06-17 | 2020-09-14 | $44,260 | $69,206 | -$24,946 | -$24,946 |
| CHEVRON CORPORATION | P | 2019-06-17 | 2020-09-14 | $14,062 | $21,976 | -$7,914 | -$7,914 |
| FACEBOOK INC CLASS A | P | 2018-07-23 | 2021-01-14 | $250,770 | $210,715 | $40,055 | $40,055 |
| FACEBOOK INC CLASS A | P | 2018-07-23 | 2021-01-14 | $25,077 | $21,072 | $4,005 | $4,005 |
| FACEBOOK INC CLASS A | P | 2018-08-02 | 2021-01-14 | $112,847 | $78,280 | $34,567 | $34,567 |
| NORTHROP GRUMMAN CORP | P | 2010-04-14 | 2021-03-03 | $91,371 | $18,047 | $73,324 | $73,324 |
| NORTHROP GRUMMAN CORP | P | 2011-03-17 | 2021-03-03 | $91,371 | $17,934 | $73,437 | $73,437 |
| NORTHROP GRUMMAN CORP | P | 2011-12-01 | 2021-03-05 | $300 | $57 | $243 | $243 |
| NORTHROP GRUMMAN CORP | P | 2011-12-01 | 2021-03-05 | $29,702 | $5,677 | $24,025 | $24,025 |
| NORTHROP GRUMMAN CORP | P | 2011-12-09 | 2021-03-05 | $120,031 | $22,558 | $97,473 | $97,473 |
| NORTHROP GRUMMAN CORP | P | 2012-06-19 | 2021-03-05 | $30,302 | $6,312 | $23,990 | $23,990 |
| NORTHROP GRUMMAN CORP | P | 2012-06-19 | 2021-03-05 | $44,096 | $9,187 | $34,909 | $34,909 |
| NORTHROP GRUMMAN CORP | P | 2012-06-19 | 2021-03-05 | $15,600 | $3,250 | $12,350 | $12,350 |
| NORTHROP GRUMMAN CORP | P | 2019-07-01 | 2021-03-05 | $60,304 | $64,747 | -$4,443 | -$4,443 |
| NORTHROP GRUMMAN CORP | P | 2019-07-01 | 2021-03-05 | $29,702 | $31,890 | -$2,188 | -$2,188 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $23,105 | $28,224 | -$5,119 | -$5,119 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $30,000 | $36,654 | -$6,654 | -$6,654 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $29,998 | $36,654 | -$6,656 | -$6,656 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $29,711 | $36,288 | -$6,577 | -$6,577 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $29,703 | $36,288 | -$6,585 | -$6,585 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $16,209 | $19,793 | -$3,584 | -$3,584 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $12,304 | $15,028 | -$2,724 | -$2,724 |
| NORTHROP GRUMMAN CORP | P | 2020-02-13 | 2021-03-05 | $9,003 | $10,996 | -$1,993 | -$1,993 |
| NORTHROP GRUMMAN CORP | P | 2011-03-17 | 2021-03-08 | $61,814 | $11,956 | $49,858 | $49,858 |
| NORTHROP GRUMMAN CORP | P | 2011-09-27 | 2021-03-08 | $123,627 | $21,506 | $102,121 | $102,121 |
| NORTHROP GRUMMAN CORP | P | 2011-11-10 | 2021-03-08 | $123,627 | $23,388 | $100,239 | $100,239 |
| NORTHROP GRUMMAN CORP | P | 2011-11-10 | 2021-03-08 | $154,584 | $29,235 | $125,349 | $125,349 |
| NORTHROP GRUMMAN CORP | P | 2011-11-10 | 2021-03-08 | $30,912 | $5,847 | $25,065 | $25,065 |
| NORTHROP GRUMMAN CORP | P | 2011-12-01 | 2021-03-08 | $123,649 | $22,936 | $100,713 | $100,713 |
| ORGANON & CO | P | 2013-01-02 | 2021-06-09 | $5,836 | $3,932 | $1,904 | $1,904 |
| ORGANON & CO | P | 2013-06-27 | 2021-06-09 | $1,459 | $1,126 | $333 | $333 |
| ORGANON & CO | P | 2013-07-09 | 2021-06-09 | $1,751 | $1,371 | $380 | $380 |
| ORGANON & CO | P | 2013-09-16 | 2021-06-09 | $1,459 | $1,152 | $307 | $307 |
| ORGANON & CO | P | 2014-08-21 | 2021-06-09 | $4,377 | $4,231 | $146 | $146 |
| ORGANON & CO | P | 2014-10-14 | 2021-06-09 | $2,334 | $2,169 | $165 | $165 |
| ORGANON & CO | P | 2014-10-21 | 2021-06-09 | $2,334 | $2,098 | $236 | $236 |
| ORGANON & CO | P | 2015-03-26 | 2021-06-09 | $1,459 | $1,383 | $76 | $76 |
| ORGANON & CO | P | 2015-03-26 | 2021-06-09 | $1,459 | $1,384 | $75 | $75 |
| ORGANON & CO | P | 2015-07-13 | 2021-06-09 | $1,167 | $1,106 | $61 | $61 |
| ORGANON & CO | P | 2015-07-13 | 2021-06-09 | $875 | $829 | $46 | $46 |
| ORGANON & CO | P | 2015-08-10 | 2021-06-09 | $1,459 | $1,393 | $66 | $66 |
| ORGANON & CO | P | 2015-08-14 | 2021-06-09 | $8,754 | $8,467 | $287 | $287 |
| ORGANON & CO | P | 2016-02-16 | 2021-06-09 | $1,459 | $1,184 | $275 | $275 |
| ORGANON & CO | P | 2017-11-17 | 2021-06-09 | $2,918 | $2,629 | $289 | $289 |
| ORGANON & CO | P | 2017-12-21 | 2021-06-09 | $2,626 | $2,433 | $193 | $193 |
| ORGANON & CO | P | 2020-05-28 | 2021-06-09 | $4,085 | $5,331 | -$1,246 | -$1,246 |
| ORGANON & CO | P | 2020-05-28 | 2021-06-09 | $1,459 | $1,905 | -$446 | -$446 |
| ORGANON & CO | P | 2020-05-28 | 2021-06-09 | $1,167 | $1,524 | -$357 | -$357 |
| ORGANON & CO | P | 2020-05-28 | 2021-06-09 | $292 | $381 | -$89 | -$89 |
| PARSONS CORP DEL | P | 2019-05-14 | 2021-01-07 | $73,338 | $64,465 | $8,873 | $8,873 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $26,402 | $22,752 | $3,650 | $3,650 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $15,584 | $13,430 | $2,154 | $2,154 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $25,302 | $21,797 | $3,505 | $3,505 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $19,178 | $16,498 | $2,680 | $2,680 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $14,668 | $12,627 | $2,041 | $2,041 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $14,668 | $12,616 | $2,052 | $2,052 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $3,630 | $3,124 | $506 | $506 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $7,377 | $6,343 | $1,034 | $1,034 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $11,010 | $9,492 | $1,518 | $1,518 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $11,010 | $9,461 | $1,549 | $1,549 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $7,340 | $6,310 | $1,030 | $1,030 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $7,340 | $6,317 | $1,023 | $1,023 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $6,496 | $5,591 | $905 | $905 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $5,505 | $4,748 | $757 | $757 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $3,670 | $3,152 | $518 | $518 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $3,670 | $3,157 | $513 | $513 |
| PARSONS CORP DEL | P | 2019-06-10 | 2021-01-07 | $550 | $474 | $76 | $76 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $9,432 | $8,147 | $1,285 | $1,285 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $29,102 | $25,138 | $3,964 | $3,964 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $29,066 | $25,098 | $3,968 | $3,968 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $7,638 | $6,591 | $1,047 | $1,047 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $25,703 | $22,203 | $3,500 | $3,500 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $14,761 | $12,735 | $2,026 | $2,026 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $3,594 | $3,105 | $489 | $489 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $18,337 | $15,845 | $2,492 | $2,492 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $18,337 | $15,875 | $2,462 | $2,462 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $5,501 | $4,760 | $741 | $741 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $9,190 | $7,933 | $1,257 | $1,257 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $5,514 | $4,757 | $757 | $757 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $3,676 | $3,169 | $507 | $507 |
| PARSONS CORP DEL | P | 2019-06-17 | 2021-01-07 | $3,676 | $3,168 | $508 | $508 |
| APPLE INC | D | 2011-08-15 | 2021-06-18 | $234,942 | $43,436 | $191,506 | $191,506 |
| APPLE INC | D | 2011-10-04 | 2021-06-18 | $118,775 | $21,961 | $96,814 | $96,814 |
| APPLE INC | D | 2011-10-04 | 2021-06-18 | $143,577 | $26,546 | $117,031 | $117,031 |
| APPLE INC | D | 2011-10-04 | 2021-06-18 | $130,543 | $24,133 | $106,410 | $106,410 |
| APPLE INC | D | 2011-10-04 | 2021-06-18 | $77,008 | $14,238 | $62,770 | $62,770 |
| APPLE INC | D | 2011-10-04 | 2021-06-18 | $65,260 | $12,067 | $53,193 | $53,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,167,156 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | 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 | $14,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $8,736 | 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 | $218,115 | 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 | $56,103,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $661,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,764,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,764,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $851,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,913,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,795,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,795,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,678 | TotalTaxAmt |
| Distributable Before Adj | $2,772,994 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,772,994 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,772,994 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,012,827 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,012,827 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,012,827 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,772,994 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,994,636 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,012,827 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,994,636 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,191 | 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 | $2,754,803 | 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 (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARMED SERVICES YMCA OF THE USA | ||||||||
| BOX 555028 | CAMP PENDLETON | CA | 92055 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| BOYS & GIRLS CLUBS OF EAST COUNTY INC | ||||||||
| COUNTY INC | SANTEE | CA | 92071 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| BURN INSTITUTE | ||||||||
| 8825 AERO DRIVE SUITE 200 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| CASA DE AMPARO | ||||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| CONNECTMED INTERNATIONAL | ||||||||
| 4010 SORRENTO VALLEY BLVD 400 | SAN DIEGO | CA | 92124 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| CRISIS HOUSE | ||||||||
| 1034 N MAGNOLIA AVE | EL CAJON | CA | 92020 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| CYSTIC FIBROSIS FOUNDATION SD CHAPTER | ||||||||
| 7875 HIGHLAND VILLAGE PLACE | SAN DIEGO | CA | 92129 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| DOWNTOWN SAN DIEGO PARTNERSHIP FOUNDATION | ||||||||
| 401 B STREET SUITE 100 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $30,100 | |
| EAST COUNTY TRANSITIONAL LIVING CTR INC | ||||||||
| 1527 EAST MAIN STREET | EL CAJON | CA | 92021 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| ELDER LAW & ADVOCACY | ||||||||
| 5151 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | 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 | |
| ELEMENTARY INSTITUTE OF SCIENCE | ||||||||
| 608 51ST STREET | SAN DIEGO | CA | 92114 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| EMILIO NARES FOUNDATION | ||||||||
| 11230 SORRENTO VALLEY RD STE 100 | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| EPILEPSY SOCIETY OF SAN DIEGO COUNTY | ||||||||
| 2055 EL CAJON BLVD | SAN DIEGO | CA | 92104 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ERIC PAREDES SAVE A LIFE FOUNDATION | ||||||||
| PMB 79 JAMACHA ROAD STE 502 | EL CAJON | CA | 92109 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| FBI SAN DIEGO CITIZENS ACADEMY ALUMNI ASS | ||||||||
| PO BOX 503246 | SAN DIEGO | CA | 92150 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| HOME START INCORPORATED | ||||||||
| 5005 TEXAS STREET STE 203 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $33,333 | |
| ICF CENTER FOR CROSS-BORDER PHILANTHROPY | ||||||||
| 2525 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ITS ALL ABOUT THE KIDS FOUNDATION | ||||||||
| 1595 CACTUSRIDGE STREET | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| JACOBS CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| JEWISH COMMUNITY FOUNDATION | ||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $800,000 | |
| KID SPARK EDUCATION | ||||||||
| PO BOX 712943 | SAN DIEGO | CA | 92171 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| KITCHENS FOR GOOD | ||||||||
| 404 EUCLID AVENUE | SAN DIEGO | CA | 92114 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | ||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| LA JOLLA MEALS ON WHEELS | ||||||||
| 9888 GENESSEE AVENUE | LA JOLLA | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| LA MESA PARK & RECREATION FOUNDATION | ||||||||
| 4975 MEMORIAL DRIVE | LA MESA | CA | 91942 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,500 | |
| LEGAL AID SOCIETY OF SAN DIEGO | ||||||||
| 110 SOUTH EUCLID AVENUE | SAN DIEGO | CA | 92114 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| MAMA'S KITCHEN | ||||||||
| 3960 HOME AVENUE | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $67,000 | |
| MUSICIANS FOR EDUCATION | ||||||||
| 4215 MENLO AVENUE | SAN DIEGO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| NORTH COUNTY HEALTH PROJECT INC | ||||||||
| 150 VALPREDA RD | SAN MARCOS | CA | 92069 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| NORTH COUNTY LGBTQ RESOURCE CENTER | ||||||||
| 3220 MISSION AVENUE 2 | OCEANSIDE | CA | 92058 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| NORTH COUNTY LIFELINE INC | ||||||||
| 3142 VISTA WAY SUITE 400 | OCEANSIDE | CA | 92056 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| OCEAN DISCOVERY INSTITUTE | ||||||||
| 4255 THORN ST | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ONE MORE WAVE SURF CORP | ||||||||
| 3963 CATAMARCA DRIVE | SAN DIEGO | CA | 92124 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| OUTDOOR OUTREACH | ||||||||
| 5275 MARKET STREET | SAN DIEGO | CA | 92114 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| PALOMAR FAMILY COUNSELING SERVICE INC | ||||||||
| 1002 E GRAND AVENUE | ESCONDIDO | CA | 92025 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| PARTNERS IN COLLEGE SUCCESS | ||||||||
| 10075 RUE CHANTEMAR | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| POSITIVE ACTION COMMUNITY THEATRE PACT | ||||||||
| 2061 VILLAGE PARK WAY 227 | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | |
| PROMISES2KIDS FOUNDATION | ||||||||
| 9400 RUFFIN COURT SUITE A | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| READING LEGACIES | ||||||||
| 2750 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | 210 |
| REBUILDING TOGETHER SAN DIEGO | ||||||||
| 2013 FRANKLIN AVENUE | SAN DIEGO | CA | 92113 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,050 | |
| ROTARY CLUB SAN DIEGO FOUNDATION INC | ||||||||
| 2247 SAN DIEGO AVENUE | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| SAFE HOMES COALITION | ||||||||
| 7071 CONSOLIDATED WAY | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO BLOOD BANK | ||||||||
| 3636 GATEWAY CENTER AVENUE SUITE | SAN DIEGO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | 100 |
| SAN DIEGO CENTER FOR CHILDREN | ||||||||
| 3002 ARMSTRONG STREET | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| SAN DIEGO HISTORY CENTER | ||||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | |
| 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 | |
| SEACREST FOUNDATION | ||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $54,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $115,000 | |
| SPECIAL DELIVERY SAN DIEGO | ||||||||
| 4021 GOLDFINCH STREET | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ST MADELEINE SOPHIES TRAINING CENTER | ||||||||
| 2119 E MADISON AVENUE | EL CAJON | CA | 92019 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SUPPORT THE ENLISTED PROJECT (STEP) | ||||||||
| 9951 BUSINESSPARK AVENUE SUITE A | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| THE ANGELS FOSTER FAMILY AGENCY | ||||||||
| 9295 FARNHAM STREET SUITE 200 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| THE CLEARITY FOUNDATION | ||||||||
| 434 WEST CEDAR STREET SUITE 300 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| THE HONOR FOUNDATION | ||||||||
| 11055 ROSELLE STREET SUITE 120 | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| THERAPY CENTER INC DBA CHALLENGE CENTER | ||||||||
| 5540 LAKE PARK WAY | LA MESA | CA | 91942 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| TRANSFAMILY SUPPORT SERVICES | ||||||||
| 12463 RANCHO BERNARDO ROAD 218 | SAN DIEGO | CA | 92128 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| UNITED THROUGH READING | ||||||||
| 1455 FRAZEE ROAD | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | |
| VETS' COMMUNITY CONNECTIONS | ||||||||
| 4640 CASS STREET | SAN DIEGO | CA | 92109 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| VILLA MUSICA | ||||||||
| 10373 ROSELLE STREET | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| VOICE OF SAN DIEGO | ||||||||
| 110 WEST A ST SUITE 650 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| 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 | $25,000 | |
| WARREN-WALKER PROMISE FOUNDATION | ||||||||
| 4605 POINT LOMA AVENUE | SAN DIEGO | CA | 92107 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| WAVE ACADEMY | ||||||||
| 4699 MURPHY CANYON ROAD 209 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| WOMEN'S RESOURCE CENTER | ||||||||
| 1963 APPLE STREET | OCEANSIDE | CA | 92054 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| WOUNDED WARRIOR HOMES INC | ||||||||
| 1145 LINDA VISTA DRIVE 104 | SAN MARCOS | CA | 92078 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,995,983 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $154 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $682,295 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,167,156 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,849,605 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,849,605 | 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 | $3,227,245 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 26,600 SHARES OF APPLE, INC | NoncashPropertyDesc |
| Fair Market Value | $3,227,245 | FairMarketValueAmt |
| Received | 2020-10-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $4,565 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,565 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $32,025,373 | EOYBookValueAmt |
| EOYFMV | $63,456,094 | 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 | $1,362 | $0 | $1,362 |
| SOFTWARE | $10,917 | $0 | $10,917 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $218,115 | $218,115 | $0 |
| CONSULTING FEES | $9,325 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX | $20,584 | $0 | $0 |
| TAX AND LICENSE | $180 | $0 | $0 |
Comments