2015-11-10T14:34:02-08:00 2015-06-30 BRENT R HERAMB A PROFESSIONAL CORPORATION 6645 Norman Ln SAN DIEGO CA 921203948 990PF 2014-07-01 330643458 Cushman Foundation CUSH 8585492874 10620 Treena Street San Diego CA 92131 Debra L Parrish CFO 2015-11-09 true Brent R Heramb P00098332 6192615969 2014 2016-03-07 17:11:31Z X 21583912 X 1554133 356 356 449637 449637 1026866 4608896 1026866 3030992 1476859 4460 4460 134072 134072 -4499 1069 1069 135102 134072 5529 418360 418360 553462 134072 423889 2477530 1342787 1436492 268659 268659 1454 11430689 15169610 19365597 1671291 1529246 1949656 118945 168744 14658871 17136259 21583912 142 142 0 X 14658729 17136259 14658729 17136259 14658871 17136259 14658729 2477530 17136259 17136259 4,500 units Kinder Morgan Energy Ptrs, LP (WF #7343) P 2013-10-29 2024-10-29 421774 284027 137747 137747 2,300 units Kinder Morgan Energy Ptrs, LP (WF #7343) P 2013-06-27 2014-10-29 215528 145169 70359 70359 2,600 units Energy Transfer Partners, LP (WF #7343) P 2013-03-07 2014-08-01 145363 105571 39792 39792 700 shs Apple, Inc (WF #7343) P 2013-12-23 2014-07-23 68319 56793 11526 11526 1,620 shs California Res Corp (WF #7343) P 2014-08-21 2014-12-17 9496 13312 -3816 -3816 500 shs McDonalds Corp (WF #7343) P 2013-12-23 2014-08-25 47291 48138 -847 -847 5,000 shs AT & T, Inc (WF #7343) P 2011-12-01 2014-08-01 177097 143900 33197 33197 9,800 shs Apple, Inc (WF #7343) P 2012-06-05 2014-07-23 956021 645721 310300 310300 800 shs California Res Corp (WF #7343) P 2013-03-07 2014-12-17 4689 5698 -1009 -1009 1,000 shs Costco Whsl Corp New (WF #7343) P 2012-01-18 2014-08-01 117857 83138 34719 34719 12,500 shs General Electric Co (WF #7343) P 2011-03-17 2014-08-01 314512 221837 92675 92675 5,000 shs McDonalds Corp (WF #7343) P 2011-12-01 2014-08-25 472591 486443 -13852 -13852 4,300 shs Qualcomm, Inc (WF #7343) P 2011-07-21 2014-08-01 312435 219878 92557 92557 500 shs Costco Whsl Corp New (WF #7343) P 2010-11-04 2014-08-01 58899 32282 26617 26617 2,300 shs McDonalds Corp (WF #7343) P 2008-04-02 2014-08-01 217054 141838 75216 75216 9,600 shs Vista Outdoor, Inc (WF #7343) P 2015-02-10 2015-02-25 429397 301476 127921 127921 640 units Crestwood Midstream Ptrs LP (NB #0379) P 2013-07-11 2014-10-03 14076 15759 -1683 -1683 250 shs One Gas, Inc (NB #0379) P 2013-07-11 2014-11-05 9689 5461 4228 4228 900 units NGL Energy Ptrs LP (NB #0379) P 2014-01-01 2015-04-29 25297 36756 -11459 -11459 6,100 shs Apple, Inc (WF #4458) P 2011-07-19 2014-07-24 591511 588833 2678 2678 1026866 false 450400 10315991 0.04366 395119 8820638 0.04480 385194 8093703 0.04759 270559 7450121 0.03632 129487 4637278 0.02792 0.20029 0.04006 21289835 852807 13428 866235 423889 26856 26856 26856 6000 6000 X 1 20857 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 20174298 1439748 0 21614046 0 21614046 324211 21289835 1064492 1064492 26856 26856 1037636 1037636 1037636 423889 423889 423889 1037636 392820 423889 392820 0 31069 1006567 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 418360 418360 356 449637 1 1026866 1026866 449993 1476859 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 1554133 X 1 16,100 shs Apple, Inc. 1554133 2014-07-23 Accounting and audit fees 4460 0 0 4460 6350(5200) shs Exxon Mobil Corp. 433272 528320 4800(4000) shs Sempra Energy 284511 474912 13300(13300) shs iShare MSCI-Pac Ex Jpn 522941 577220 0(7800) shs McDonalds 23000(28500) shs General Electric Co 479587 611110 5800(5600) shs Honeywell Intl, Inc 294381 591426 5000(5000)shs Northrop Grumman Corp 280080 793150 8700(9800) shs Qualcomm Inc 563685 544881 10000(10500) shs Apple Inc 965300 1254250 17900(20400) shs AT&T 589888 635808 4300(5800) shs Costco Whsl Corp 420012 580758 4900(4400) shs Air Products & Chemicals 434510 670467 11000(9500) shs Bristol Myers Squibb 382113 731940 5600(5600) shs Fedex Corporation 549518 954240 9100(9100) SPDR Dow Jones Indl ET Avg ET 1355217 1600053 7950(7950) SDPR S&P 500 Trust ET SPY 1239031 1636826 6000(4500) Powershares QQQ TR ET Ser 1 537836 642420 0(900) units NRG Yield Inc - to CL A & C 0(250) shs One Gas Inc 1000(1000) shs Oneok Inc 37604 39480 1500(1500) shs Spectra Energy Corp 52617 48900 1200(1200) shs Williams Companies Inc 40902 68868 5900(2100) shs Chevron Corp 690966 569173 8050(4450) shs Conocophillips 500647 494351 5600(3600) shs Home Depot Inc 454906 622328 3000(1900) shs Lockheed Martin Cor 362174 557700 9700(5600) shs Merck & Co NEW 477499 552221 7450(2000) shs Occidental Pete Cor 640217 579387 8000(8000) shs Pepco Holdings Inc 145679 215520 7700(0) iShares ET High Dividend 578768 566489 3650(0) iShares Core S&P Midcap ETF 498215 547427 1700(0) ishares Nasdaq Biotechnology 464678 627249 6300(0) shs Orbital ATK, Inc 341621 462168 4700(0) shs United Technologies Corp 495724 521371 900(900) shs NRG Yield, Inc Class A 12621 19791 900(0) shs NRG Yield, Inc Class C 12621 19701 600(0) shs Teekay Corp Marshall Island 30269 25692 11000(13600) uts Energy Transfer Ptrs LP AT COST 498293 574200 0(5800) units Kinder Morgan Enrg Ptrs LP AT COST 900(900) units Alliance Hldgs GP LP AT COST 47677 35235 1000(1000) units Amer Midstream Ptrs LP AT COST 20790 16080 4500(3000) units Blueknight Enrgy Ptr LP AT COST 21924 33705 1500(0) units Cedar Fair LP AT COST 48924 81735 4600(4600) units Crestwood Equity Ptr LP AT COST 53437 18998 1500(2140) uts Crestwd Midstream Ptr LP AT COST 23471 16800 2400(2400) units Energy Trnsfr Equity LP AT COST 60117 154008 2400(1200) units Enterprise Prod Ptrs LP AT COST 55874 71736 0(900) units NGL Energy Partners LP AT COST 800(800) units Nustar GP Hldgs LLC AT COST 16704 30448 2747(6660) uts Egy Trnfr Ptr was Regency AT COST 111176 143393 2000(2000) uts Southcross Energy Ptrs LP AT COST 28984 22200 1100(1100) units Suburban Propane Ptr LP AT COST 37202 43868 500(500) units Summit Midstream Ptrs LP AT COST 16885 16520 1000(400) units Teekay LNG Partners LP AT COST 35741 32200 1000(1000) units Teekay Offshore Ptrs LP AT COST 30965 20230 10900(6700) uts Cedar Fair LP AT COST 385228 593941 700(0) Western Gas Ptrs LP AT COST 45987 44359 Basis reduction NB #0379 AT COST 6625 Basis reduction WF #7343 AT COST 3508 Suspended PTP losses NB #3079 40223 120974 Suspended PTP losses WF #7343 47770 Bank Service Charges 50 50 Office expense 180 180 Supplies 839 839 Advisor fees 134072 134072 0 0 CA Atty General Registry of Charit Trust 150 CA Form 199 (2013) 10 IRS (2014 tax) 3000 IRS (2015 tax) 1621 IRS refund 9300 Secretary of State SI-1oo filing fee 20