2016-10-14T13:01:37-07:00 2016-06-30 BRENT R HERAMB A PROFESSIONAL CORPORATION 6645 Norman Ln SAN DIEGO CA 921203948 990PF 2015-07-01 330643458 Cushman Foundation CUSH 8585492874 10620 Treena Street San Diego CA 92131 Debra L Parrish CFO 2016-10-14 true Brent R Heramb P00098332 6192615969 2015 2017-02-10 21:41:12Z X 23070344 X 1905094 133 133 495207 495207 651733 11070710 651733 3052167 1147073 6010 6010 159844 140606 19238 48291 499 499 214644 140606 25747 1007100 1007100 1221744 140606 1032847 1830423 1006467 268659 873769 873769 110 110 110 15169610 17050445 20907671 1529246 854643 1288794 168744 187715 17136259 18966682 23070344 0 X 17136259 18966682 17136259 18966682 17136259 18966682 17136259 1830423 18966682 18966682 4,600 shs ConocoPhillips (WF #7343) P 2014-10-03 2015-08-24 205934 281288 -75354 -75354 5,950 shs Occidental Pete Corp (WF #7343) P 2014-08-21 2015-08-03 411524 519042 -107518 -107518 6,600 shs United Technologies Corp (WF #7343) P 2014-10-03 2015-08-24 612758 687911 -75153 -75153 1,000 shs Apple, Inc (WF #7343) P 2011-08-08 2015-12-09 115692 95439 20253 20253 2,600 shs Bristol Myers Squibb Co (WF #7343) P 2012-08-15 2015-12-09 176245 83018 93227 93227 4,150 shs Coconophillips (WF #7343) P 2012-02-08 2015-08-24 185820 275855 -90035 -90035 400 shs Costco Whsl Corp New (WF #7343) P 2012-05-11 2015-12-09 63705 33948 29757 29757 5,600 shs Fedex Corp (WF #7343) P 2013-04-25 2015-09-18 856847 549518 307329 307329 3,500 shs General Electric Co (WF #7343) P 2011-10-12 2015-12-09 105992 57688 48304 48304 300 shs Home Depot, Inc. (WF #7343) P 2013-09-05 2015-12-09 39613 21926 17687 17687 4,500 shs iShares MSCI Pacific ETF (WF #7343) P 2011-11-10 2015-07-27 189000 200012 -11012 -11012 600 SHS iShares Core S&P Midcap (WF #7343) P 2014-10-03 2015-12-09 84443 81858 2585 2585 2,000 shs Occidental Pete Corp (WF #7343) P 2013-03-07 2015-08-03 138317 157815 -19498 -19498 8,000 shs Pepco Holdings, Inc. (WF #7343) P 2013-09-16 2015-08-10 214403 145678 68725 68725 1,650 shs SPDR S&P 500 Trust (WF #7343) P 2012-12-18 2015-12-09 337369 238953 98416 98416 2,900 shs SPDR DJ Indl (WF #7343) P 2013-01-02 2015-12-09 504348 410443 93905 93905 1,800 shs Coconophillips (WF #7343) P 2010-05-11 2015-08-24 80567 76006 4561 4561 8,800 shs iShares MSCI Pacific ETF (WF #7343) P 2008-07-22 2015-07-27 369521 322930 46591 46591 1,000 shs Northrop Grumman Corp (WF #7343) P 2009-12-04 2015-07-07 158515 50743 107772 107772 1,000 units American Midstream Ptrs LP (NB #0379) P 2014-01-30 2015-12-15 5198 16436 -11238 -11238 900 units Southcross Energy Ptrs LP (NB #0379) P 2014-01-31 2015-12-15 2459 7504 -5045 -5045 1,100 units Southcross Energy Ptrs LP (NB #0379) P 2013-08-07 2015-12-15 3005 13627 -10622 -10622 1,700 shs iShares High Dividend (WF #7343)) P 2015-08-10 2016-01-07 121469 124837 -3368 -3368 5,700 shs PPG Industries, Inc. (WF #7343) P 2015-08-10 2016-01-07 542800 586541 -43741 -43741 1,500 shs ATT, Inc. (WF #7343) P 2014-06-30 2016-01-07 50607 53160 -2553 -2553 1,000 shs Apple, Inc (WF #7343) P 2011-08-08 2016-01-07 97433 95156 2277 2277 800 shs Bristol Myers Squibb Co (WF #7343) P 2012-08-15 2016-01-07 52272 25544 26728 26728 1,000 shs Chevron Corp (WF #4343) P 2013-06-07 2016-01-07 99970 147912 -47942 -47942 400 shs Costco Whsl Corp New (WF #7343) P 2012-05-11 2016-01-07 61634 33948 27686 27686 7,200 shs iShares High Dividend (WF #7343)) P 2014-11-20 2016-01-07 514430 541283 -26853 -26853 3,500 shs General Electric Co (WF #7343) P 2011-11-10 2016-01-07 102078 56098 45980 45980 500 shs Home Depot, Inc. (WF #7343) P 2013-09-05 2016-01-07 62951 36543 26408 26408 400 shs Honeywell Intl, Inc. (WF #7343) P 2009-12-04 2016-01-07 39851 16117 23734 23734 150 shs iShares Nasdaq Biotech (WF #7343) P 2014-10-03 2016-01-07 46667 41316 5351 5351 1,000 shs iShares Core S&P Midcap (WF #7343) P 2014-10-03 2016-01-07 132810 132992 -182 -182 400 shs Lockheed Martin Corp (WF #7343) P 2013-03-07 2016-01-07 85718 35496 50222 50222 2,000 shs Merck & Co, Inc. NEW (WF #7343) P 2013-01-02 2016-01-07 103746 82430 21316 21316 600 shs Northrop Grumman Corp (WF #7343) P 2010-02-01 2016-01-07 112663 31447 81216 81216 2,000 shs Orbital ATK, Inc. (WF #7343) P 2014-11-17 2016-01-07 183653 98444 85209 85209 900 shs Powershares QQQ Tr (WF #7343) P 2013-12-06 2016-01-07 94809 77337 17472 17472 500 shs Qualcomm, Inc (WF #7343) P 2011-12-01 2016-01-07 23170 27295 -4125 -4125 3,000 shs SPDR S&P 500 Trust (WF #7343) P 2011-02-01 2016-01-07 582701 603795 -21094 -21094 1,500 shs SPDR DJ Indl (WF #7343) P 2011-03-17 2016-01-07 247548 258004 -10456 -10456 4,700 units Energy Transfer Partners, LP (WF #7343) P 2015-12-16 2016-02-09 91143 179435 -88292 -88292 11,000 units Energy Transfer Partners, LP (WF #7343) P 2013-04-16 2016-02-05 249788 418682 -168894 -168894 24,500 shs Olin Corp (WF #7343) P 2016-02-22 2016-04-26 443192 343544 99648 99648 5,500 shs Disney Walt Co. (WF #7343) P 2016-02-16 2016-05-11 558841 527415 31426 31426 100 shs iShares Nasdaq Biotech (WF #7343) P 2015-08-24 2016-05-03 26667 33777 -7110 -7110 300 shs Air Products & Chem, Inc. (WF #7343) P 2012-07-26 2016-05-03 42890 23919 18971 18971 350 shs Apple, Inc (WF #7343) P 2011-08-08 2016-05-03 33067 33009 58 58 500 shs Bristol Myers Squibb Co (WF #7343) P 2012-08-15 2016-05-03 35699 15965 19734 19734 300 shs Chevron Corp (WF #4343) P 2013-01-02 2016-05-03 30383 32822 -2439 -2439 600 shs Exxon Mobil Corp (WF #7343) P 2001-10-12 2016-05-03 52601 25786 26815 26815 700 shs General Electric Co (WF #7343) P 2011-12-01 2016-05-03 21387 11148 10239 10239 400 shs Home Depot, Inc. (WF #7343) P 2013-09-05 2016-05-03 53759 29235 24524 24524 225 shs iShares Core S&P Midcap (WF #7343) P 2014-10-14 2016-05-03 32574 29408 3166 3166 100 shs Lockheed Martin Corp (WF #7343) P 2013-03-07 2016-05-03 23313 8874 14439 14439 1,000 shs Powershares QQQ Tr (WF #7343) P 2013-12-06 2016-05-03 105610 85980 19630 19630 1,000 shs Qualcomm, Inc (WF #7343) P 2011-12-01 2016-05-03 50402 54643 -4241 -4241 2,000 shs SPDR S&P 500 Trust (WF #7343) P 2011-03-03 2016-05-03 411216 402530 8686 8686 2,500 shs SPDR DJ Indl (WF #7343) P 2013-04-08 2016-05-03 441972 383744 58228 58228 1,247 units Energy Transfer Partners, LP (NB #0379) P 2014-01-01 2016-01-07 43100 38013 5087 5087 1,000 units Teekay Offshore Ptrs, LP (NB #0379) P 2014-01-01 2016-01-07 6410 30965 -24555 -24555 1,200 shs Williams Companies, Inc. (NB #0379) P 2014-01-01 2016-01-07 30728 40902 -10174 -10174 873 units Crestwood Equity Ptrs, LP (NB #0379) P 2014-01-01 2016-03-01 7432 126116 -118684 -118684 500 units Summit Midstream Ptrs, LP (NB #0379) P 2014-01-01 2016-03-01 6668 14723 -8055 -8055 600 shs Teekay Shipping Corp (NB #0379) P 2016-01-01 2016-03-01 4358 30269 -25911 -25911 900 shs NRG Yield, Inc. Class A (NB #0379) P 2015-01-01 2016-05-17 12636 12059 577 577 900 shs NRG Yield, Inc. Class C (NB #0379) P 2015-01-01 2016-05-17 13299 12059 1240 1240 700 units Western Gas Partners, LP (NB #0379) P 2014-11-05 2016-02-05 21320 39231 -17911 -17911 Various PTP Basis adj P 2014-01-01 2016-06-30 1391 -1391 -1391 651733 false 423889 21289835 0.01991 450400 10315991 0.04366 395119 8820638 0.04480 385194 8093703 0.04759 270559 7450121 0.03632 0.192273 0.038455 21492547 826496 10065 836561 1032847 X 10065 10065 10065 28579 28579 X 18514 18514 false false false false false false false false true true CA true false false false false true www.cushenterprises.com Debra Parrish 6195492874 10620 Treena Street Suite 110 San Diego CA 92131 false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 20935862 883983 0 21819845 0 21819845 327298 21492547 1074627 1074627 10065 10065 1064562 1064562 1064562 1032847 1032847 10065 1022782 1064562 1006567 1032847 1006567 0 26280 1038282 Stephen P Cushman Debra L Parrish CFO 10620 Treena Street Suite 110 San Diego CA 92131 8585492874 jridenour@cushnet.net See Application required of all applicants as available on the entity's website, www.cushenterprises.com at the link to the Cush Family Foundation (aka Cushman Foundation). None See "Eligibility" and Guidelines" as published on the entity's web site, www.cushenterprises.com at the link to The Cush Family Foundation (aka Cushman Foundation). See schedule attached Various Various CA 92131 none 501c3 General/unrestricted 1007100 1007100 133 495207 1 653124 -1391 653124 493949 1147073 false false false false false false false false false false X X 1 Stephen P Cushman 10620 Treena St Ste 110 San Diego CA 92131 1509488 X 2 Stephen P Cushman 10620 Treena St Ste 110 San Diego CA 92131 395606 X 1 7,500 shs SPDR S&P 500 Trust 1509488 2015-12-21 2 2,300 shs SPDR Dow Jones Indl ET Avg ETF Trust 395606 2015-12-21 Accounting and audit fees 6010 0 0 6010 Exxon Mobil Corp. 7850(6350) shs 569248 735859 Sempra Energy 6100(4800) shs 407818 695522 iShare MSCI-Pac Ex Jpn 0(13300) shs General Electric Co 22600(23000)shs 551403 711448 Honeywell Intl, Inc 6300(5800) shs 371128 732816 Northrop Grumman Corp 3400(5000)shs 197890 755752 Qualcomm Inc 13300(8700) shs 811566 712481 Apple, Inc 7650(10000) shs 741695 731340 AT&T 17600(17900) shs 577971 760496 Costco Whsl Corp 4650(4300) shs 526003 730236 Air Products & Chemicals 4600(4900) shs 410590 653384 Bristol Myers Squibb 9800(11000) shs 426306 720790 Fedex Corporation 3000(5600) shs 451032 455340 SPDR Dow Jones Indl ET Avg ET 9600(9100 1608919 1718400 SDPR S&P 500 Trust ET SPY 10200(7950) 1789167 2136645 Powershares QQQ TR ET Ser 1 7500(6000) 724497 806550 Oneok Inc 2000(1000) shs 63440 94900 Spectra Energy Corp 1500(1500) shs 52617 54945 Williams Companies Inc 0(1200) shs Chevron Corp 6900(5900) shs 721449 723327 Conocophillips 0(8050) shs Home Depot Inc 5250(5600) shs 470036 670373 Lockheed Martin Corp 3000(3000) shs 419919 744510 Merck & Co NEW 12400(9700) shs 667157 714364 Occidental Pete Corp 0(7450) shs Pepco Holdings Inc 0(8000) shs iShares ET High Dividend 0(7700) iShares Core S&P Midcap ETF 4775(3650) 678769 713337 ishares Nasdaq Biotechnology 2550(1700) 712534 656217 Orbital ATK, Inc 8100(6300) shs 535631 689634 United Technologies Corp 0(4700) shs NRG Yield, Inc Class A 0(900) shs NRG Yield, Inc Class C 0(900) shs Teekay Corp Marshall Island 0(600) shs BAE Systems Place 10000(0) shs 291600 283100 Johnson & Johnson 5200(0) shs 509179 630760 Sanofi ADR 14000(0) shs 569164 585900 Visa, Inc. Class A 8500(0) shs 621293 630445 Colgate-Palmolive Co. 9000(0) shs 572424 658800 Energy Transfer Ptrs LP 0(11000) uts AT COST Alliance Hldgs GP LP 1500(900) units AT COST 63428 31560 Amer Midstream Ptrs LP 0(1000) units AT COST Blueknight Enrgy Ptr LP 4500(4500) unit AT COST 12697 23490 Cedar Fair LP 1500(1500) units AT COST 39235 86730 Crestwood Equity Ptr LP 0(4600) units AT COST Crestwd Midstream Ptr LP 0(1500) uts AT COST Energy Trnsfr Equity LP 4800(2400) unit AT COST 50421 68976 Enterprise Prod Ptrs LP 2400(2400) unit AT COST 46717 70224 Nustar GP Hldgs LLC 800(800) units AT COST 14299 20512 Egy Trnfr Ptr was Regency 0(6660) uts AT COST Southcross Energy Ptrs LP 0(2000) uts AT COST Suburban Propane Ptr LP 1100(1100) unit AT COST 30407 36740 Summit Midstream Ptrs LP 0(500) units AT COST Teekay LNG Partners LP 1200(1000) units AT COST 36290 13500 Teekay Offshore Ptrs LP 0(1000) units AT COST Cedar Fair LP 11900(10900) uts AT COST 365589 688058 Western Gas Ptrs LP 0(700) uts AT COST Basis reduction NB #0379 AT COST 6625 Basis reduction WF #7343 AT COST 3508 Antero Midstream Ptrs, LP 1100(0) uts AT COST 26562 30657 Energy Transfer Ptrs, LP 1500(2747) uts AT COST 46461 57105 EQT Midstream Ptrs, LP 500(0) uts AT COST 35812 40150 Nextera Energy Ptrs, LP 900(0) uts AT COST 23544 27342 Nustar Energy, LP 500(0) uts AT COST 15921 24900 Western Gas Equity Ptrs, LP 1800(0) uts AT COST 57393 68850 Suspended PTP losses NB #3939 116403 Suspended PTP losses WF #7343 47770 71312 Bank Service Charges 50 50 Office expense 93 93 Supplies 356 356 Advisor fees 140606 140606 0 0 Consultant fees 19238 0 0 19238 CA Atty General Registry of Charit Trust 150 CA Form 199 (2014) 10 IRS (2014 tax) 20857 IRS (2015 tax) 27200 Tax software filing fee 74