CUSHMAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CUSHMAN FOUNDATION (EIN 33-0643458)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-10
- IRS object ID
- 201503149349101280
- Schema version
- 2014v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T14:34:02-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2014-07-01 | 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 Street | 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 |
| Signature | 2015-11-09 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,583,912 | 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 | $1,554,133 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $449,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $449,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,026,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,608,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,026,866 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,030,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,476,859 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,460 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134,072 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | -$4,499 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $423,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,477,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,342,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,436,492 | CashBOYAmt |
| Cash EOY | $268,659 | CashEOYAmt |
| Cash EOYFMV | $268,659 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,454 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $11,430,689 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,169,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,365,597 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,671,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,529,246 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,949,656 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $118,945 | OtherAssetsBOYAmt |
| Other Assets EOY | $168,744 | OtherAssetsEOYAmt |
| Total Assets BOY | $14,658,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,136,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,583,912 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $142 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $142 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,658,729 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,136,259 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,658,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,136,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,658,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,136,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,658,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,477,530 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,136,259 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,136,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4,500 units Kinder Morgan Energy Ptrs, LP (WF #7343) | P | 2013-10-29 | 2024-10-29 | $421,774 | $284,027 | $137,747 | $137,747 |
| 2,300 units Kinder Morgan Energy Ptrs, LP (WF #7343) | P | 2013-06-27 | 2014-10-29 | $215,528 | $145,169 | $70,359 | $70,359 |
| 2,600 units Energy Transfer Partners, LP (WF #7343) | P | 2013-03-07 | 2014-08-01 | $145,363 | $105,571 | $39,792 | $39,792 |
| 700 shs Apple, Inc (WF #7343) | P | 2013-12-23 | 2014-07-23 | $68,319 | $56,793 | $11,526 | $11,526 |
| 1,620 shs California Res Corp (WF #7343) | P | 2014-08-21 | 2014-12-17 | $9,496 | $13,312 | -$3,816 | -$3,816 |
| 500 shs McDonalds Corp (WF #7343) | P | 2013-12-23 | 2014-08-25 | $47,291 | $48,138 | -$847 | -$847 |
| 5,000 shs AT & T, Inc (WF #7343) | P | 2011-12-01 | 2014-08-01 | $177,097 | $143,900 | $33,197 | $33,197 |
| 9,800 shs Apple, Inc (WF #7343) | P | 2012-06-05 | 2014-07-23 | $956,021 | $645,721 | $310,300 | $310,300 |
| 800 shs California Res Corp (WF #7343) | P | 2013-03-07 | 2014-12-17 | $4,689 | $5,698 | -$1,009 | -$1,009 |
| 1,000 shs Costco Whsl Corp New (WF #7343) | P | 2012-01-18 | 2014-08-01 | $117,857 | $83,138 | $34,719 | $34,719 |
| 12,500 shs General Electric Co (WF #7343) | P | 2011-03-17 | 2014-08-01 | $314,512 | $221,837 | $92,675 | $92,675 |
| 5,000 shs McDonalds Corp (WF #7343) | P | 2011-12-01 | 2014-08-25 | $472,591 | $486,443 | -$13,852 | -$13,852 |
| 4,300 shs Qualcomm, Inc (WF #7343) | P | 2011-07-21 | 2014-08-01 | $312,435 | $219,878 | $92,557 | $92,557 |
| 500 shs Costco Whsl Corp New (WF #7343) | P | 2010-11-04 | 2014-08-01 | $58,899 | $32,282 | $26,617 | $26,617 |
| 2,300 shs McDonalds Corp (WF #7343) | P | 2008-04-02 | 2014-08-01 | $217,054 | $141,838 | $75,216 | $75,216 |
| 9,600 shs Vista Outdoor, Inc (WF #7343) | P | 2015-02-10 | 2015-02-25 | $429,397 | $301,476 | $127,921 | $127,921 |
| 640 units Crestwood Midstream Ptrs LP (NB #0379) | P | 2013-07-11 | 2014-10-03 | $14,076 | $15,759 | -$1,683 | -$1,683 |
| 250 shs One Gas, Inc (NB #0379) | P | 2013-07-11 | 2014-11-05 | $9,689 | $5,461 | $4,228 | $4,228 |
| 900 units NGL Energy Ptrs LP (NB #0379) | P | 2014-01-01 | 2015-04-29 | $25,297 | $36,756 | -$11,459 | -$11,459 |
| 6,100 shs Apple, Inc (WF #4458) | P | 2011-07-19 | 2014-07-24 | $591,511 | $588,833 | $2,678 | $2,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,026,866 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $450,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,315,991 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04366 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $395,119 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,820,638 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $385,194 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,093,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04759 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $270,559 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,450,121 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03632 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,637,278 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02792 | DistributionYr5Rt |
| Total Distribution | 0.20029 | TotalDistributionRt |
| Average Distribution | 0.04006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,289,835 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $852,807 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,428 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $866,235 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $423,889 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,856 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,856 | SubtotalAmt |
| Tax Based On Investment Income | $26,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $20,857 | TaxDueAmt |
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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,174,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,439,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,614,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,614,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $324,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,289,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,064,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,064,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,856 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,856 | TotalTaxAmt |
| Distributable Before Adj | $1,037,636 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,037,636 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,037,636 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $423,889 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $423,889 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $423,889 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,037,636 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $392,820 | UndistributedIncomePYAmt |
| Qualifying Distributions | $423,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $392,820 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,069 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,006,567 | 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 | jridenour@cushnet.net | RecipientEmailAddressTxt |
| Form And Info And Materials | 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). | 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 Cush Family Foundation (aka 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 | $418,360 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,360 | 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 | $356 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $449,637 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,026,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,026,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $449,993 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,476,859 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Stephen P Cushman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10620 Treena St Ste 110 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,554,133 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 16,100 shs Apple, Inc. | NoncashPropertyDesc |
| Fair Market Value | $1,554,133 | FairMarketValueAmt |
| Received | 2014-07-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and audit fees | CategoryTxt |
| Amt | $4,460 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,460 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6350(5200) shs Exxon Mobil Corp. | $433,272 | $528,320 |
| 4800(4000) shs Sempra Energy | $284,511 | $474,912 |
| 13300(13300) shs iShare MSCI-Pac Ex Jpn | $522,941 | $577,220 |
| 0(7800) shs McDonalds | ||
| 23000(28500) shs General Electric Co | $479,587 | $611,110 |
| 5800(5600) shs Honeywell Intl, Inc | $294,381 | $591,426 |
| 5000(5000)shs Northrop Grumman Corp | $280,080 | $793,150 |
| 8700(9800) shs Qualcomm Inc | $563,685 | $544,881 |
| 10000(10500) shs Apple Inc | $965,300 | $1,254,250 |
| 17900(20400) shs AT&T | $589,888 | $635,808 |
| 4300(5800) shs Costco Whsl Corp | $420,012 | $580,758 |
| 4900(4400) shs Air Products & Chemicals | $434,510 | $670,467 |
| 11000(9500) shs Bristol Myers Squibb | $382,113 | $731,940 |
| 5600(5600) shs Fedex Corporation | $549,518 | $954,240 |
| 9100(9100) SPDR Dow Jones Indl ET Avg ET | $1,355,217 | $1,600,053 |
| 7950(7950) SDPR S&P 500 Trust ET SPY | $1,239,031 | $1,636,826 |
| 6000(4500) Powershares QQQ TR ET Ser 1 | $537,836 | $642,420 |
| 0(900) units NRG Yield Inc - to CL A & C | ||
| 0(250) shs One Gas Inc | ||
| 1000(1000) shs Oneok Inc | $37,604 | $39,480 |
| 1500(1500) shs Spectra Energy Corp | $52,617 | $48,900 |
| 1200(1200) shs Williams Companies Inc | $40,902 | $68,868 |
| 5900(2100) shs Chevron Corp | $690,966 | $569,173 |
| 8050(4450) shs Conocophillips | $500,647 | $494,351 |
| 5600(3600) shs Home Depot Inc | $454,906 | $622,328 |
| 3000(1900) shs Lockheed Martin Cor | $362,174 | $557,700 |
| 9700(5600) shs Merck & Co NEW | $477,499 | $552,221 |
| 7450(2000) shs Occidental Pete Cor | $640,217 | $579,387 |
| 8000(8000) shs Pepco Holdings Inc | $145,679 | $215,520 |
| 7700(0) iShares ET High Dividend | $578,768 | $566,489 |
| 3650(0) iShares Core S&P Midcap ETF | $498,215 | $547,427 |
| 1700(0) ishares Nasdaq Biotechnology | $464,678 | $627,249 |
| 6300(0) shs Orbital ATK, Inc | $341,621 | $462,168 |
| 4700(0) shs United Technologies Corp | $495,724 | $521,371 |
| 900(900) shs NRG Yield, Inc Class A | $12,621 | $19,791 |
| 900(0) shs NRG Yield, Inc Class C | $12,621 | $19,701 |
| 600(0) shs Teekay Corp Marshall Island | $30,269 | $25,692 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 11000(13600) uts Energy Transfer Ptrs LP | AT COST | $498,293 | $574,200 |
| 0(5800) units Kinder Morgan Enrg Ptrs LP | AT COST | ||
| 900(900) units Alliance Hldgs GP LP | AT COST | $47,677 | $35,235 |
| 1000(1000) units Amer Midstream Ptrs LP | AT COST | $20,790 | $16,080 |
| 4500(3000) units Blueknight Enrgy Ptr LP | AT COST | $21,924 | $33,705 |
| 1500(0) units Cedar Fair LP | AT COST | $48,924 | $81,735 |
| 4600(4600) units Crestwood Equity Ptr LP | AT COST | $53,437 | $18,998 |
| 1500(2140) uts Crestwd Midstream Ptr LP | AT COST | $23,471 | $16,800 |
| 2400(2400) units Energy Trnsfr Equity LP | AT COST | $60,117 | $154,008 |
| 2400(1200) units Enterprise Prod Ptrs LP | AT COST | $55,874 | $71,736 |
| 0(900) units NGL Energy Partners LP | AT COST | ||
| 800(800) units Nustar GP Hldgs LLC | AT COST | $16,704 | $30,448 |
| 2747(6660) uts Egy Trnfr Ptr was Regency | AT COST | $111,176 | $143,393 |
| 2000(2000) uts Southcross Energy Ptrs LP | AT COST | $28,984 | $22,200 |
| 1100(1100) units Suburban Propane Ptr LP | AT COST | $37,202 | $43,868 |
| 500(500) units Summit Midstream Ptrs LP | AT COST | $16,885 | $16,520 |
| 1000(400) units Teekay LNG Partners LP | AT COST | $35,741 | $32,200 |
| 1000(1000) units Teekay Offshore Ptrs LP | AT COST | $30,965 | $20,230 |
| 10900(6700) uts Cedar Fair LP | AT COST | $385,228 | $593,941 |
| 700(0) Western Gas Ptrs LP | AT COST | $45,987 | $44,359 |
| Basis reduction NB #0379 | AT COST | $6,625 | |
| Basis reduction WF #7343 | AT COST | $3,508 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Suspended PTP losses NB #3079 | $40,223 | $120,974 |
| Suspended PTP losses WF #7343 | $47,770 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Service Charges | $50 | $50 |
| Office expense | $180 | $180 |
| Supplies | $839 | $839 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor fees | CategoryTxt |
| Amt | $134,072 | Amt |
| Net Investment Income | $134,072 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CA Atty General Registry of Charit Trust | $150 |
| CA Form 199 (2013) | $10 |
| IRS (2014 tax) | $3,000 |
| IRS (2015 tax) | $1,621 |
| IRS refund | $9,300 |
| Secretary of State SI-1oo filing fee | $20 |
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