CUSHMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CUSHMAN FOUNDATION (EIN 33-0643458)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-17
- IRS object ID
- 202503219349107885
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2025-11-17T17:55:57-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 10200 WILLOW CREEK RD 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA L PARRISH | PersonNm |
| Person Title | CO-VICE PRESIDENT | PersonTitleTxt |
| Phone | 8585492874 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKAS DAVIS | PreparerPersonNm |
| PTIN | P00668234 | PTIN |
| Phone | 6192311977 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $93,605,413 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,848 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,848 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $825,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $825,554 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,614,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,540,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,614,893 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,450,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,450,295 | 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 | $39,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,251 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,699 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $48,699 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $223,329 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $223,329 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $915 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $383,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,922,242 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,922,242 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,305,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,011,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,144,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,226,966 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $775,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $775,488 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,004,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,504,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,394,275 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $435,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $435,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $435,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,571,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,715,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,605,413 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $720,389 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $792,280 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $720,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $792,280 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,851,084 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,923,558 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,851,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,923,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,571,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,715,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,851,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,144,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,996,034 | SubtotalAmt |
| Other Decreases | $72,476 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,923,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $13,540,397 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,925,504 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,614,893 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,614,893 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,614,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,655 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,655 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,655 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,240 | 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 | $57,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15,415 | 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 | 10200 WILLOW CREEK RD 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | 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 (7 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 | ||||||||
| 10200 WILLOW CREEK RD 200 | SAN DIEGO | CA | 92131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA L PARRISH | ||||||||
| 10200 WILLOW CREEK RD 200 | SAN DIEGO | CA | 92131 | CO-VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LORI A MOORE | ||||||||
| 10200 WILLOW CREEK RD 200 | SAN DIEGO | CA | 92131 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARJORIE L CUSHMAN | ||||||||
| 10200 WILLOW CREEK RD 200 | SAN DIEGO | CA | 92131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NIKOLAS R PARRISH | ||||||||
| 10200 WILLOW CREEK RD 200 | SAN DIEGO | CA | 92131 | TREASURER | 2.00 | $0 | $0 | $0 |
| TREVOR MOORE | ||||||||
| 10200 WILLOW CREEK RD 200 | SAN DIEGO | CA | 92131 | CO-VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRITNY CAMACHO | ||||||||
| 10200 WILLOW CREEK RD 200 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $89,234,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $354,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,589,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,589,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,343,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,245,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,412,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,412,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,655 | TotalTaxAmt |
| Distributable Before Adj | $4,339,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,339,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,339,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,011,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,011,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,339,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,593,843 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,011,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,593,843 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $417,264 | 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 | $3,922,362 | 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 | LORI MOORE VICE PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 WILLOW CREED RD 200 | 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 | LMOORE@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 (88 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 | |
| COMPUTERS 2 SD KIDS | ||||||||
| 8324 MIRAMAR MALL | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| GUITARS IN THE CLASSROOM | ||||||||
| 1286 UNIVERSITY AVENUE 389 | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | |
| BURN INSTITUTE | ||||||||
| 8825 AERO DRIVE SUITE 200 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| SAN DIEGO CHILDREN'S CHOIR | ||||||||
| 402 W BROADWAY SUITE 1240 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| THE ANGELS FOSTER FAMILY AGENCY | ||||||||
| 9295 FARNHAM STREET SUITE 200 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 9404 GENESEE AVE SUITE 240 | LA JOLLA | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,900 | |
| A STEP BEYOND | ||||||||
| 340 NORTH ESCONDIDO BLVD | ESCONDIDO | CA | 92025 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | ||||||||
| 1245 SEVENTH AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| UNITED THROUGH READING | ||||||||
| 1455 FRAZEE ROAD SUITE 500 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CESAR CHAVEZ SERVICE CLUBS INC | ||||||||
| PO BOX 131156 | SAN DIEGO | CA | 92170 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| STAR PAL | ||||||||
| 4110 54TH STREET | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| KITCHENS FOR GOOD | ||||||||
| 2799 HEALTH CENTER DRIVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| MUSICIANS FOR EDUCATION INC (DBA STREET OF DREAMS) | ||||||||
| 4215 MENLO AVENUE | SAN DIEGO | CA | 92102 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| ELDERHELP OF SAN DIEGO | ||||||||
| 9590 CHESAPEAKE DRIVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| INTERFAITH COMMUNITY SERVICES INC | ||||||||
| 550 WEST WASHINGTON AVE | ESCONDIDO | CA | 92025 | NONE | 501C3 | GENERAL/UNRESTRICTED | $26,000 | |
| CASA DE AMISTAD CENTRO DE ENSENANZA | ||||||||
| 120 STEVENS AVENUE | SOLANA BEACH | CA | 92075 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| MIRA COSTA COLLEGE FOUNDATION | ||||||||
| 1 BARNARD DR M/S 7 | OCEANSIDE | CA | 92056 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| GIRL SCOUTS SAN DIEGO-IMPERIAL COUNCIL INC | ||||||||
| 1231 UPAS STREET | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,500 | |
| JOY CONNECTION LIVING YOUR JOY INC | ||||||||
| 639 OCEANVIEW AVENUE | SAN DIEGO | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| LEAP TO SUCCESS - ONE SAFE PLACE PARTNER | ||||||||
| 5205 AVENIDA ENCINAS SUITE A | CARLSBAD | CA | 92008 | NONE | 501C3 | GENERAL/UNRESTRICTED | $40,000 | |
| OCEAN BEACH EMERGENCY FOOD INC DBA LOAVES AND FISHES | ||||||||
| 1984 SUNSET CLIFFS BLVD | SAN DIEGO | CA | 92107 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO HUNGER COALITION | ||||||||
| 4305 UNIVERSITY AVENUE SUITE 545 | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| ZERO8HUNDRED INC | ||||||||
| 4420 HOTEL CIRCLE COURT SUITE 250 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ALLIANT EDUCATION FOUNDATION | ||||||||
| 10455 POMERADO ROAD CSOE 100 | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| FRATERNITY HOUSE INC | ||||||||
| 687 RIVIERA COURT | VISTA | CA | 92084 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| JACOBS AND CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| JUST IN TIME FOR FOSTER YOUTH | ||||||||
| PO BOX 601627 | SAN DIEGO | CA | 92160 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| POWAY CENTER FOR THE PERFORMING ARTS FOUNDATION DBA POWAY ONSTAGE | ||||||||
| 15498 ESPOLA ROAD | POWAY | CA | 92064 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SAN DIEGO COMMUNITY COLLEGE AUXILIARY ORGANIZATION | ||||||||
| 3375 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| SCRIPPS THEATRE ARTS | ||||||||
| PO BOX 23756 | SAN DIEGO | CA | 92193 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| PO BOX 2669 | LA JOLLA | CA | 920382669 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| NATIONAL UNIVERSITY | ||||||||
| 9388 LIGHTWAVE AVE | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| PATRONS OF THE PRADO | ||||||||
| PO BOX 928530 | SAN DIEGO | CA | 92853 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,000 | |
| PRO KIDS | ||||||||
| 4085 52ND STREET | SAN DIEGO | CA | 92105 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,500 | |
| TONY GWYNN LEGACY FOUNDATION | ||||||||
| 7875 HIGHLAND VILLAGE PLACE SUITE | SAN DIEGO | CA | 92129 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,000 | B102 |
| JUNIOR ACHEIVEMENT | ||||||||
| 4756 MISSION GORGE PLACE | SAN DIEGO | CA | 92120 | NONE | 501C3 | GENERAL/UNRESTRICTED | $6,000 | |
| FIREFIGHTERAID | ||||||||
| 10506 SAN DIEGO MISSION ROAD SUITE | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $36,000 | F |
| GIRLS ON THE RUN OF SAN DIEGO | ||||||||
| 8148 RONSON RD STE I | SAN DIEGO | CA | 92111 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SOLUTIONS FOR CHANGE INC | ||||||||
| 722 W CALIFORNIA AVENUE | VISTA | CA | 92083 | NONE | 501C3 | GENERAL/UNRESTRICTED | $14,000 | |
| VETERANS ASSOCIATION OF NORTH COUNTY | ||||||||
| 1617 MISSION AVENUE | OCEANSIDE | CA | 92058 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000,000 | |
| CURA SMILES INC | ||||||||
| 3952 SOUTH CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92117 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,495 | SUITE 222 |
| DOGS ON DEPLOYMENT | ||||||||
| 970 W VALLEY PKWY 667 | ESCONDIDO | CA | 92025 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| HIGH FIVES NONPROFIT FOUNDATION | ||||||||
| 10775 PIONEER TRAIL 108 | TRUCKEE | CA | 96161 | NONE | 501C3 | GENERAL/UNRESTRICTED | $7,214 | |
| CIRCLE TLC RANCH INC | ||||||||
| 11541 MORENO AVE | LAKESIDE | CA | 92040 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| CRISIS HOUSE | ||||||||
| 9550 CUYAMACA STREET SUITE 101 | SANTEE | CA | 92071 | NONE | 501C3 | GENERAL/UNRESTRICTED | $50,000 | |
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS DBA UNIVERSITY OF SAN DIEGO | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| CUREBOUND | ||||||||
| 9605 SCRANTON RD SUITE 120 | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $11,333 | |
| THE NEW CHILDREN'S MUSEUM | ||||||||
| 200 WEST ISLAND AVENUE | SAN DIEGO | CA | 921016850 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| JBS TRANSITION EXPERTS DBA VETCTAP | ||||||||
| PO BOX 123 | SAN LUIS REY | CA | 92068 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| FRANCIS PARKER | ||||||||
| 6501 LINDA VISTA ROAD | SAN DIEGO | CA | 92111 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| CLASSICS FOR KIDS INC | ||||||||
| 3033 FIFTH AVE STE 227 | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| ASSISTANCE LEAGUE OF GREATER SAN DIEEO | ||||||||
| 108 UNIVERSITY AVE | SAN DIEGO | CA | 92103 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| BURN INSTITUTE | ||||||||
| 8825 AERO DRIVE SUITE 200 | SAN DIEGO | CA | 92123 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| CHRISTIE'S PLACE | ||||||||
| 2440 THIRD AVENUE | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| RIDE ABOVE DISABILITY THERAPEUTIC RIDING CENTER | ||||||||
| 14781 POMERADO ROAD 126 | POWAY | CA | 92064 | NONE | 501C3 | GENERAL/UNRESTRICTED | $10,000 | |
| SHORELINE COMMUNITY SERVICES | ||||||||
| 1004 CHALCEDONY STREET | SAN DIEGO | CA | 92109 | NONE | 501C3 | GENERAL/UNRESTRICTED | $30,000 | |
| WAVE ACADEMY DBA HEALING WAVE AQUATICS | ||||||||
| 2657 ARIANE DR | SAN DIEGO | CA | 92117 | NONE | 501C3 | GENERAL/UNRESTRICTED | $23,000 | |
| GIRLS RISING | ||||||||
| PO BOX 161218 | SAN DIEGO | CA | 92176 | NONE | 501C3 | GENERAL/UNRESTRICTED | $15,000 | |
| BAYSIDE COMMUNITY CENTER | ||||||||
| 2202 COMSTOCK STREET | SAN DIEGO | CA | 92111 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| KINDNESS INITIATIVE | ||||||||
| 9404 GENESEE AVENUE SUITE 200 | SAN DIEGO | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| PRODUCEGOOD | ||||||||
| 441 SAXONY RD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| REINS | ||||||||
| 4461 S MISSION ROAD | FALLBROOK | CA | 92028 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| PO BOX 2669 | LA JOLLA | CA | 920382669 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| THE SAN DIEGO RIVER PARK FOUNDATION | ||||||||
| 4891 PACIFIC HIGHWAY SUITE 114 | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| VETS - BEYOND THE UNIFORM | ||||||||
| 6016 RANCHO BRAVADO | CARLSBAD | CA | 92009 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| ZERO8HUNDRED | ||||||||
| 4420 HOTEL CIRCLE COURT SUITE 250 | SAN DIEGO | CA | 92108 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| WARRIOR VILLAGE PROJECT | ||||||||
| 4195 FALLSBRAE RD | FALLBROOK | CA | 92028 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| BILATERAL SAFETY CORRIDOR COALITION | ||||||||
| 121 E 31ST STREET SUITE A | NATIONAL CITY | CA | 91950 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000 | |
| SUOOORT THE ENLISTED PROIECT INC | ||||||||
| 9951 BUSINESSPARK AVENUE SUITE A | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $20,000 | |
| PROJECT NEW VILLAGE | ||||||||
| 9915 BUSINESSPARK AVENUE SUITE A | SAN DIEGO | CA | 92131 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| BAYSIDE COMMUNITY CENTER | ||||||||
| 2202 COMSTOCK STREET | SAN DIEGO | CA | 92111 | NONE | 501C3 | GENERAL/UNRESTRICTED | $75,000 | |
| BILATERAL SAFETY CORRIDOR COALITION | ||||||||
| 121 E 31ST STREET SUITE A | NATIONAL CITY | CA | 91950 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| KINDNESS INITIATIVE | ||||||||
| 9404 GENESEE AVENUE SUITE 200 | SAN DIEGO | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| REINS | ||||||||
| 4461 S MISSION ROAD | FALLBROOK | CA | 92028 | NONE | 501C3 | GENERAL/UNRESTRICTED | $48,000 | |
| THE SAN DIEGO RIVER PARK FOUNDATION | ||||||||
| 4891 PACIFIC HIGHWAY SUITE 114 | SAN DIEGO | CA | 92110 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | 501C3 | GENERAL/UNRESTRICTED | $1,000,000 | |
| MEALS ON WHEELS | ||||||||
| 9590 CHESAPEAKE DRIVE | SAN DIEGO | CA | 92107 | NONE | 501C3 | GENERAL/UNRESTRICTED | $5,000 | |
| PRO KIDS | ||||||||
| 4085 52ND STREET | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $2,500 | |
| PRODUCEGOOD | ||||||||
| 441 SAXONY RD | ENCINITAS | CA | 92024 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| SAN DIEGO HISTORY CENTER | ||||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $100,000 | |
| VETS - BEYOND THE UNIFORM | ||||||||
| 6016 RANCHO BRAVADO | CARLSBAD | CA | 92009 | NONE | 501C3 | GENERAL/UNRESTRICTED | $60,000 | |
| VOICE OF SAN DIEGO | ||||||||
| 112 WEST A STREET SUITE 650 | SAN DIEGO | CA | 92101 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| LA JOLLA COUNTRY DAY | ||||||||
| 9409 REGENTS ROAD | LA JOLLA | CA | 92037 | NONE | 501C3 | GENERAL/UNRESTRICTED | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,922,242 | 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 | $9,848 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $825,554 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,614,893 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Related Or Exempt Function Incm | $20 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $835,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,614,913 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,450,315 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $48,699 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48,699 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $36,504,700 | EOYBookValueAmt |
| EOYFMV | $92,394,275 | 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 | LEGAL | CategoryTxt |
| Legal Fees | $39,251 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,251 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL CURRENT AND DEFERRED EXCISE TAX PAYABLE | Desc |
| Amt | $72,476 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $915 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $915 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL CURRENT AND DEFERRED EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $720,389 | BOYBookValueAmt |
| EOY Book Value | $792,280 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $223,329 | Amt |
| Net Investment Income | $223,329 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX | $70,236 | $0 | $0 |
| TAX AND LICENSE | $693 | $0 | $0 |
Comments