2024-11-15T13:03:35-06:00 2024-06-30 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990PF 2023-07-01 330206312 THE LAWRENCE & JUNKO CUSHMAN FOUNDATION FKA THE CUSHMAN FAMILY FOUNDATION LAWR 6192994160 591 CAMINO DE LA REINA SUITE 900 SAN DIEGO CA 92108 LAWRENCE M CUSHMAN PRESIDENT 6192994160 2024-11-15 1 1 BRIAN WILCOX P00353454 8585871000 2023 2024-10-15 13:58:12Z X 7788347 X X 1730 1730 1730 69036 69036 69036 775928 8219852 775928 281605 846694 846694 352371 0 0 0 0 5300 0 0 0 1412 0 0 0 53 0 0 0 6765 0 0 0 283000 283000 289765 0 0 283000 556929 846694 352371 39971 47745 47745 3518104 4067259 7740602 3558075 4115004 7788347 0 0 X 3558075 4115004 0 0 0 0 3558075 4115004 3558075 4115004 3558075 556929 0 4115004 0 4115004 2000 CARNIVAL CORP 2023-06-20 2023-07-05 38045 31871 6174 6174 600 RAYTHEON TECHNOLOGIES 2023-05-26 2023-07-07 58497 57009 1488 1488 500 BOEING CO 2023-01-23 2023-07-14 106360 105321 1039 1039 400 BOEING CO 2023-02-23 2023-07-14 85088 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AMERICAN EXPRESS COMPANY 2024-01-09 2024-02-02 101886 93976 7910 7910 1300 WESTERN DIGITAL CORP 2024-01-22 2024-02-06 75973 75020 953 953 680 MERCK & CO 2024-01-05 2024-02-07 86334 80206 6128 6128 310 ABBVIE INC 2024-01-16 2024-02-13 53503 50586 2917 2917 310 ABBVIE INC 2024-01-19 2024-02-13 53503 51333 2170 2170 335 SALESFORCE INC 2023-12-21 2024-02-14 95639 89330 6309 6309 185 SALESFORCE INC 2024-01-19 2024-02-14 52815 51907 908 908 285 PALO ALTO NETWORKS INC 2024-02-05 2024-02-20 103481 98134 5347 5347 210 NVIDIA CORP 2023-12-01 2024-02-21 143153 99470 43683 43683 330 PALO ALTO NETWORKS INC 2024-02-22 2024-02-26 96920 89954 6966 6966 460 ARM HOLDINGS PLC 2024-02-22 2024-03-04 66645 61620 5025 5025 750 TAIWAN SEMICONDUCTOR MFG CO 2024-02-09 2024-03-06 105635 99505 6130 6130 1000 DONALDSON CO INC 2024-02-29 2024-03-08 73661 70702 2959 2959 650 ARM HOLDINGS PLC 2024-03-12 2024-03-13 84160 83024 1136 1136 570 ISHARES RUSSELL 2000 VALUE ETF 2023-12-12 2024-03-18 86082 82952 3130 3130 760 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2024-05-02 29836 32133 -2297 -2297 310 NOVO NORDISK A/S-ADR 2024-03-19 2024-05-02 38538 40970 -2432 -2432 1700 PINTEREST INC 2024-03-26 2024-05-01 67357 61059 6298 6298 1100 SHOPIFY INC 2024-04-22 2024-05-07 84614 77083 7531 7531 1000 SAMSARA INC 2024-03-21 2024-05-09 38651 37566 1085 1085 1000 COCA COLA COMPANY 2024-04-30 2024-05-15 62851 62513 338 338 1000 ISHARES TRUST US CONSUMER 2024-04-30 2024-05-15 79641 79250 391 391 500 MERCK & CO 2024-04-18 2024-05-20 65291 62918 2373 2373 1600 BANK OF AMERICA CORP 2024-04-03 2024-05-22 63275 60753 2522 2522 250 INVESCO 2024-04-18 2024-05-22 112951 106875 6076 6076 800 APOLLO GLOBAL MANAGEMENT INC 2024-05-02 2024-05-28 92670 89196 3474 3474 600 INTERNATIONAL BUSINESS MACHINES CORP 2024-04-26 2024-05-30 98218 100609 -2391 -2391 1000 EDWARDS LIFESCIENCES CORP 1999-06-08 2024-06-05 86438 1611 84827 84827 1100 SHOPIFY 2024-05-29 2024-06-05 67147 64287 2860 2860 480 ORACLE CORPORATION 2024-03-26 2024-06-10 60199 61124 -925 -925 480 ORACLE CORPORATION 2024-05-15 2024-06-10 60199 58051 2148 2148 100 APPLE INC 2015-08-26 2024-06-11 20448 2697 17751 17751 500 APPLE INC 2015-09-16 2024-06-11 102238 14655 87583 87583 700 TERADYNE INC 2024-05-21 2024-06-14 101129 97972 3157 3157 400 HONEYWELL INTL INC 2024-05-08 2024-06-24 86615 79656 6959 6959 410 JP MORGAN CHASE & CO 2023-12-18 2024-06-26 80288 68413 11875 11875 775928 281605 11769 0 11769 0 11769 3060 0 0 0 3060 0 8709 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A LAWRENCE M CUSHMAN 6192994160 591 CAMINO DEL LA REINA SUITE 900 SAN DIEGO CA 92108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE M CUSHMAN 591 CAMINO DE LA REINA STE 900 SAN DIEGO CA 92108 PRESIDENT 1.00 0 0 0 JANICE M ZIEGLER 591 CAMINO DE LA REINA STE 900 SAN DIEGO CA 92108 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 6657195 149909 0 6807104 0 0 6807104 102107 6704997 335250 335250 11769 11769 323481 0 323481 0 323481 283000 0 283000 323481 282070 0 0 283000 282070 0 0 930 0 0 0 0 0 0 0 0 322551 0 0 0 1987-11-24 LAWRENCE M CUSHMAN X UNITED WAY OF SAN DIEGO COUNTY 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 NONE 501(C)(3) GENERAL/UNRESTRICTED 240500 CRISIS HOUSE 9550 CUYAMACA ST STE 101 SANTEE CA 92071 NONE 501(C)(3) GENERAL/UNRESTRICTED 35000 BOSTON COLLEGE CAMPION HALL 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE 501(C)(3) PHILIP CUSHMAN RESEARCH & EDUCATIONAL FUND (ENDOWMENT FUND) 7500 283000 0 1730 69036 775928 PARTNERSHIP LOSS K-1 STATEMENT 0 0 846694 846694 1 N/A 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 5300 0 0 0 813 COSTCO WHOLE CORP (#1130) 156227 691039 4380 EDWARDS LIFESCI CORP (#1130) 13106 404581 6900 AMAZON.COM INC (#1130) 563170 1333425 4000 APPLE INC (#1130) 352231 842480 950 BERKSHIRE HATHAWAY INC DEL CL B (#1130) 163525 386460 1290 JOHNSON & JOHNSON (#1130) 143821 188546 2880 MICROSOFT CORP (#1130) 491023 1287216 1790 PROCTER & GAMBLE CO (#1130) 190034 295207 4420 ALPHABET INC (#1130) 558540 805103 860 TAIWAN SEMICONDUCTOR MFG CO 152957 149477 370 AMERICAN EXPRESS COMPANY 85537 85674 350 COINBASE GLOBAL INC CLASS A 86566 77781 255 ELI LILLY & CO 148936 230872 1800 INVESCO EXCHANGE TRADED FR TR 80250 82350 460 JPMORGAN & CHASE & CO 77830 93040 600 MERCK & CO INC 79928 74280 670 NVIDIA CORP 84965 82772 270 PALO ALTO NETWORKS INC 86383 91533 1610 UBER TECHNOLOGIES INC 123587 117015 700 VISA INC 181954 183729 620 SIMON PROPERTY GROUP INC 92838 94116 920 CHEVRON CORPORATION 153851 143906 INVESTMENT FEE 33 0 0 0 PUBLICATION 20 0 0 0 FTB TAXES 75 0 0 0 IRS PRIOR PERIOD 1199 0 0 0 FOREIGN TAX WITHHOLDING 138 0 0 0