CUSHMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CUSHMAN FOUNDATION (EIN 33-0643458)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-09-26
- IRS object ID
- 201822699349100507
- Schema version
- 2017v2.2
- 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
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-26T12:31:31-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330856313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENT R HERAMB A PROFESSIONAL CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6645 Norman Ln | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921203948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330643458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 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 | CFO | PersonTitleTxt |
| Phone | 8585492874 | PhoneNum |
| Signature | 2018-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent R Heramb | PreparerPersonNm |
| PTIN | P00098332 | PTIN |
| Phone | 6192615969 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,639,310 | 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 | $3,231,657 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $639,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $639,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $525,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,680,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $525,854 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,397,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,166,314 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,004 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,004 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,255 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,255 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,416 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,719 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $5,139 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $250 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,053 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,235,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,235,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,504,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,307,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,893,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $986,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $477,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $477,925 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,852,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,289,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,161,385 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,873,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,767,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,639,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $21,873,913 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,767,271 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,873,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,767,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,873,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,767,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,873,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,893,358 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,767,271 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,767,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | P | 2016-01-01 | 2018-06-30 | $4,844,908 | $4,316,101 | $528,807 | $528,807 |
| Publicly traded securities | P | 2018-01-01 | 2018-06-30 | $835,103 | $838,056 | -$2,953 | -$2,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $525,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,060,078 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,519,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04154 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,022,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,492,547 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04759 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $423,889 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,289,835 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01991 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $450,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,315,991 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $395,119 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,820,638 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04480 | DistributionYr5Rt |
| Total Distribution | 0.197493 | TotalDistributionRt |
| Average Distribution | 0.039499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,696,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,251,976 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,869 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,261,845 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,307,617 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,869 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,869 | SubtotalAmt |
| Tax Based On Investment Income | $9,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,131 | OverpaymentAmt |
| Applied To ES Tax | $2,131 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.cushenterprises.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Debra Parrish | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6195492874 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Stephen P Cushman | ||||||
| 10620 Treena St Ste 110 | San Diego | CA | 92131 | Director | 1.00 | $0 |
| Debra L Parrish | ||||||
| 10620 Treena St Ste 110 | San Diego | CA | 92131 | Secretary | 2.00 | $0 |
| Lori A Moore | ||||||
| 10620 Treena St Ste 110 | San Diego | CA | 92131 | Vice President | 2.00 | $0 |
| Marjorie L Cushman | ||||||
| 10620 Treena St Ste 110 | San Diego | CA | 92131 | President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
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 | $179,416 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,878,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,179,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,179,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $482,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,696,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,584,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,584,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,869 | TotalTaxAmt |
| Distributable Before Adj | $1,574,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,574,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,574,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,307,617 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,307,617 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,869 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,297,748 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,574,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,235,001 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,307,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,235,001 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,616 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,502,335 | UndistributedIncomeCYAmt |
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 Application (attached) required of all applicants as available on the entity's website, www.cushenterprises.com at the link to the Cushman Foundation. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | See "Eligibility" and Guidelines" as published on the entity's web site, www.cushenterprises.com at the link to The Cushman Foundation. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See schedule attached | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General/unrestricted | GrantOrContributionPurposeTxt |
| Amt | $1,235,916 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,235,916 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,181 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $639,279 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $525,854 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,166,314 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,166,314 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Stephen P Cushman | |||||||
| 1 | 10620 Treena St Ste 110 | San Diego | CA | 92131 | $261,390 | Yes (X) | |
| Stephen P Cushman | |||||||
| 2 | 10620 Treena St Ste 110 | San Diego | CA | 92131 | $965,796 | Yes (X) | |
| Stephen P Cushman | |||||||
| 3 | 10620 Treena St Ste 110 | San Diego | CA | 92131 | $830,211 | Yes (X) | |
| Lori A Moore | |||||||
| 4 | 10620 Treena St Ste 110 | San Diego | CA | 92131 | $174,260 | Yes (X) | |
| Stephen P Cushman | |||||||
| 5 | 10620 Treena St Ste 110 | San Diego | CA | 92131 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 37,442 shs Human Longevity, Inc. | $261,390 | 2017-12-27 |
| 2 | 3,900 shs SDPR DJI Avg ETF | $965,796 | 2017-12-19 |
| 3 | 3,100 shs SDPR S&P 500 ETF | $830,211 | 2017-12-19 |
| 4 | 24,962 shs Human Longevity, Inc. | $174,260 | 2017-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and audit fees | CategoryTxt |
| Amt | $5,255 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,255 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Gailey Wells Fargo Advisors | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Advisor on Foundation's investment portfolio. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Exxon Mobil Corp. 0(7000) shs | ||
| Sempra Energy 7100(6100) shs | $513,307 | $824,381 |
| General Electric Co 0(22600)shs | ||
| Honeywell Intl, Inc 6800(6800) shs | $423,858 | $979,540 |
| Northrop Grumman Corp 3400(3400)shs | $197,890 | $1,046,180 |
| Qualcomm Inc 8723(13423) shs | $448,104 | $489,535 |
| Apple, Inc 7650(7650) shs | $738,455 | $1,416,092 |
| AT&T 0(17600) shs | ||
| Costco Whsl Corp 5400(5150) shs | $648,879 | $1,128,492 |
| Air Products & Chemicals 4600(4600) shs | $375,361 | $716,358 |
| Fedex Corporation 4000(3500) shs | $671,890 | $908,240 |
| SPDR Dow Jones Indl ET Avg 20411(16296) | $3,880,836 | $4,954,362 |
| SDPR S&P 500 Trust ET SPY 17100(14870) | $3,537,494 | $4,638,888 |
| Invesco QQQ TR ET Ser 1 8500(7500) | $884,820 | $1,459,025 |
| Chevron Corp 5000(5000) shs | $491,795 | $632,150 |
| Home Depot Inc 6000(6000) shs | $563,057 | $1,170,600 |
| Lockheed Martin Corp 3000(3000) shs | $419,918 | $886,290 |
| Merck & Co NEW 14300(14300) shs | $773,269 | $868,010 |
| iShares Core S&P Midcap ETF 5475(4775) | $809,758 | $1,066,421 |
| iShares Nasdaq Biotechnology 0(2550) | ||
| Orbital ATK, Inc 0(8600) shs | ||
| BAE Systems Place 0(13000) shs | ||
| Johnson & Johnson 6200(6200) | $620,686 | $752,308 |
| Visa, Inc. Class A 8500(8500) shs | $621,293 | $1,125,825 |
| Colgate-Palmolive Co. 11400(9000) shs | $736,499 | $738,834 |
| Anheuser Busch Inbev SA/NV 0(4000) shs | ||
| iShares Russel 2000 Value 6700(4700) shs | $804,118 | $883,864 |
| iShares Regional Banks 13500(110000) shs | $629,321 | $663,660 |
| PPG Industries Inc 7750(6750) shs | $748,173 | $803,908 |
| Proctor & Gamble Co 9000(6500) shs | $717,629 | $702,540 |
| Raytheon Company 4200(4200) shs | $640,795 | $811,356 |
| Intel Corp 16000(0) | $741,715 | $795,360 |
| JC Smucker Co 5700(0) shs | $639,597 | $612,636 |
| Microsoft Corp 8500(0) shs | $779,916 | $838,185 |
| United Technologies Corp 6500(0) | $795,263 | $812,695 |
| Human Longevity, Inc 24962(0) shs | $174,260 | $174,260 |
| Human Longevity, Inc 34442(0) shs | $261,390 | $261,390 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Employee health insurance | $1,274 | $1,274 |
| Office expense | $423 | $423 |
| Payroll processing fees | $871 | $871 |
| Worker's comp insuranace | $485 | $485 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor fees | CategoryTxt |
| Amt | $179,416 | Amt |
| Net Investment Income | $179,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA Atty General Registry of Charit Trust | $150 | |
| CA Form 199 (2016) | $10 | |
| Foreign w/h'g | $6,280 | |
| IRS (2017 tax) | $11,060 | |
| Payroll taxes | $5,139 | $5,139 |
| Tax software filing fee | $80 |
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