THE WILLIAM W AND ANNA JEAN CUSHWA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM W AND ANNA JEAN CUSHWA FAMILY FOUNDATION (EIN 34-1849990)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202521229349100942
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T11:01:31-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341849990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUSHWA WILLIAM & ANNA JEAN FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUSH | BusinessNameControlTxt |
| Phone | 5742952773 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5742952773 | PhoneNum |
| Signature | 2025-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-04-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,296,394 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,531 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,978 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $188,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,218 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,914 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,305 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,091 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $742,464 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $799,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,199,395 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $893,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $896,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,296,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $893,297 | CapitalStockBOYAmt |
| Capital Stock EOY | $896,183 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $893,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $896,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $893,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $896,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $893,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $897,075 | SubtotalAmt |
| Other Decreases | $892 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $896,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 222. AMAZON COM INC | 2009-07-01 | 2024-12-11 | $51,239 | $936 | $50,303 | $50,303 | |
| 303. APPLE INC | 2009-07-01 | 2024-12-11 | $75,555 | $1,564 | $73,991 | $73,991 | |
| 50. SOLVENTUM CORP | 1979-02-22 | 2024-06-24 | $2,629 | $53 | $2,576 | $2,576 | |
| 50000. TEXAS INSTRUMENTS INC | 2023-12-27 | 2024-11-18 | $50,000 | $49,971 | $29 | $29 | |
| CAPITAL GAIN DIVIDENDS | $108 | P | |||||
| CAPITAL GAIN DIVIDENDS | $108 | P | |||||
| CAPITAL GAIN DIVIDENDS | $108 | P | |||||
| CAPITAL GAIN DIVIDENDS | $108 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,978 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,413 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $114 | EsPenaltyAmt |
| Tax Due | $2,527 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANNA JEAN CUSHWA | ||||||
| C/O KEYBANK101 S MAIN ST | ELKHART | IN | 46516 | ADVISOR | 1 | $0 |
| WILLIAM W CUSHWA JR | ||||||
| C/O KEYBANK101 S MAIN ST | ELKHART | IN | 46516 | ADVISOR | 1 | $0 |
| KEYBANK N A | ||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44144 | TRUSTEE | 1 | $17,218 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,160,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,160,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,160,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,113,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,413 | TotalTaxAmt |
| Distributable Before Adj | $153,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $169,230 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,059 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,978 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,165 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $18,059 | ExcessFromYear2Amt |
| Excess From Year1 | $14,128 | ExcessFromYear1Amt |
| Excess From Current Year | $15,978 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM W CUSHWA ANNA JEAN CUSH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Patty Brozik | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 Southwestern Run | AddressLine1Txt |
| City | Poland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307435555 | RecipientPhoneNum |
| Form And Info And Materials | MANDATORY ESSAY ON REQUIREMENTS MET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 4/15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | WELL ROUNDED STUDENTS ATTENDING CATHOLIC UNIVERSITIES SELECTED BY THEIR HIGH SCHOOL PRINCIPALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NOTRE DAME | ||||||||
| 300 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | I | SCHOLARSHIP | $22,500 | |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FRANCISCAN UNIVERSITY OF STEUBENVILLE | ||||||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | NONE | I | SCHOLARSHIP | $10,000 | |
| CORNELL UNIVERSITY | ||||||||
| 377 PINE TREE RD | ITHACA | NY | 148502820 | NONE | PC | GENERAL OPERATING | $3,000 | |
| SOUTH BEND SYMPHONY ORCHESTRA | ||||||||
| 127 N MICHIGAN ST | SOUTH BEND | IN | 46601 | NONE | PC | GENERAL OPERATING | $2,500 | |
| HOLY CROSS COLLEGE | ||||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | NONE | I | SCHOLARSHIP | $9,500 | |
| CATHOLIC CHARITIES OF ST JOSEPH COUNTY | ||||||||
| 1817 MIAMI ST | SOUTH BEND | IN | 46613 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 116 ATWOOD STREET SUITE 201 | PITTSBURGH | PA | 152133402 | NONE | I | SCHOLARSHIP | $12,500 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 452071035 | NONE | I | SCHOLARSHIP | $10,000 | |
| OHIO DOMINICAN UNIVERSITY | ||||||||
| 1216 SUNBURY RD | COLUMBUS | OH | 432192086 | NONE | I | SCHOLARSHIP | $10,000 | |
| JOHN CARROLL UNIVERSITY | ||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HT | OH | 441184538 | NONE | I | SCHOLARSHIP | $27,500 | |
| WALSH UNIVERSITY | ||||||||
| 2020 E MAPLE ST | N CANTON | OH | 447203336 | NONE | I | SCHOLARSHIP | $24,750 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 11000 CEDAR AVE STE 357 | CLEVELAND | OH | 441063052 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COMMUNITY FOUNDATION OF THE MAHOMING | ||||||||
| 201 E COMMERCE ST | YOUNGSTOWN | OH | 44503 | NONE | PC | GENERAL OPERATING | $1,500 | VALLEY |
| COLLEGE NOW GREATER CLEVELAND | ||||||||
| 1500 W 3RD ST SUITE 125 | CLEVELAND | OH | 44113 | NONE | PC | OPERATING EXPENSE | $2,000 | |
| MUSICAL ARTS ASSOCIATION | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 441061713 | NONE | PC | GENERAL OPERATING | $1,500 | |
| SAINT MARYS COLLEGE | ||||||||
| LE MANS HALL ST MARY S COLLEGE | NOTRA DAME | IN | 46556 | NONE | I | SCHOLARSHIPS | $7,500 | |
| ST COLUMBA CATHEDRAL | ||||||||
| 159 W RAYEN AVE | YOUNGSTOWN | OH | 44503 | NONE | PC | GENERAL OPERATING | $7,500 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 6801 BRECKSVILLE RD RK185 | INDEPENDENCE | OH | 441315032 | NONE | PC | GENERAL OPERATING | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $186,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,512 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (48 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 023135106 AMAZON COM INC | AT COST | $8,132 | $422,984 |
| 030420103 AMERICAN WATER WORKS | AT COST | $16,984 | $74,694 |
| 084670702 BERKSHIRE HATHAWAY I | AT COST | $35,926 | $115,586 |
| 110122108 BRISTOL-MYERS SQUIBB | |||
| 126650100 CVS HEALTH CORPORATI | |||
| 22160K105 COSTCO WHOLESALE COR | AT COST | $19,190 | $183,254 |
| 437076102 HOME DEPOT INC | AT COST | $29,650 | $77,798 |
| 458140100 INTEL CORP | |||
| 45866F104 INTERCONTINENTAL EXC | AT COST | $16,454 | $119,208 |
| 464287655 ISHARES RUSSELL 2000 | AT COST | $21,976 | $93,024 |
| 464288687 ISHARES S&P US PREFE | AT COST | $27,356 | $22,008 |
| 478160104 JOHNSON & JOHNSON | AT COST | $18,054 | $38,324 |
| 580135101 MCDONALDS CORP | AT COST | $25,872 | $57,978 |
| 609207105 MONDELEZ INTERNATION | AT COST | $19,987 | $27,476 |
| 713448108 PEPSICO INC | AT COST | $8,781 | $30,412 |
| 760759100 REPUBLIC SERVICES IN | AT COST | $13,224 | $60,354 |
| 882508104 TEXAS INSTRS INC | AT COST | $27,043 | $56,253 |
| 92206C870 VANGUARD INTERM-TERM | AT COST | $18,200 | $17,178 |
| 6174468C6 MORGAN STANLEYDTD 7/ | AT COST | $49,086 | $49,796 |
| 009158106 AIR PRODUCTS & CHEMI | AT COST | $6,033 | $29,004 |
| 548661CW5 LOWES COS INCDTD 4/2 | |||
| 65339F101 NEXTERA ENERGY INC | AT COST | $21,319 | $86,028 |
| 194162103 COLGATE PALMOLIVE CO | AT COST | $14,419 | $36,364 |
| 166764100 CHEVRON CORP | |||
| 464287507 ISHARES CORE S&P MID | AT COST | $20,449 | $108,419 |
| 75513E101 RAYTHEON TECHNOLOGIE | |||
| 002824100 ABBOTT LABS | AT COST | $14 | $45,244 |
| 09260B747 BLACKROCK FLOATING R | AT COST | $26,529 | $25,367 |
| 594918104 MICROSOFT CORP | AT COST | $23,879 | $316,125 |
| 136385101 CANADIAN NATURAL RES | AT COST | $8,759 | $37,044 |
| 14040HBF1 CAPITAL ONE FINANCIA | |||
| 88579Y101 3M CO | AT COST | $282 | $25,818 |
| 911312106 UNITED PARCEL SERVIC | AT COST | $12,333 | $25,220 |
| 00287Y109 ABBVIE INC | AT COST | $26,839 | $124,390 |
| 891160509 TORONTO DOMINION BAN | AT COST | $24,654 | $37,268 |
| 72201U638 PIMCO MORTAGE OPP & | AT COST | $48,948 | $40,998 |
| 92343V104 VERIZON COMMUNICATIO | |||
| 037833100 APPLE INC | AT COST | $12,886 | $625,299 |
| 957663503 WESTERN ASSET CORE P | |||
| 957663669 WESTERN ASSET CORE P | |||
| 464287176 ISHARES BARCLAYS TIP | AT COST | $20,281 | $17,048 |
| 882508BR4 TEXAS INSTRUMENTS IN | |||
| 907818EH7 UNION PACIFIC CORP | AT COST | $48,270 | $48,960 |
| 912797FH5 UNITED STATES TREAS | |||
| 02079K305 ALPHABET INC | AT COST | $26,357 | $25,556 |
| 46137V357 INVESCO S&P 500 EQUA | AT COST | $24,972 | $23,831 |
| 67066G104 NVIDIA CORP | AT COST | $25,613 | $24,844 |
| 855244BG3 STARBUCKS CORP | AT COST | $50,433 | $50,241 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CY PURCHASE OF ACCRUED INTEREST | $835 |
| PY RETURN OF CAPITAL ADJUSTMENT | $56 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $675 | $0 | $675 |
| STATE FILING/TAXES PAID | $1,000 | $0 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT - PRIOR YE | CategoryTxt |
| Amt | $2,091 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |