BETA

JAMES PREVITI FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JAMES PREVITI FAMILY FOUNDATION (EIN 33-0795065)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-24
IRS object ID
202302979349100445
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-24T19:39:40-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954244393PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUFFY KRUSPODIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 900AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP920371485ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330795065EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAMES PREVITI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone7609291200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15780 FLEET STREET SUITE 225AddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP920084706ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFOUNDATION OFFICERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7609291200PhoneNum
Signature2023-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFOUNDATIONPersonFirstNm
Person LastOFFICERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA J BODENSTADT CPAPreparerPersonNm
PTINP00289075PTIN
Phone8586425050PhoneNum
Preparation2023-10-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$743,620FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$57,820ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$41InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$55,851NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$574,316GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,783TotalRevAndExpnssAmt
Total Net Invst Incm$10,814TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,523TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,866OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,866OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,389TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57,866TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$378,262ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$378,262ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$438,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57,866TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$378,262TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$425,868ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,199CashBOYAmt
Cash EOY$79,389CashEOYAmt
Cash EOYFMV$79,389CashEOYFMVAmt
Corporate Stock BOY$838,622CorporateStockBOYAmt
Corporate Stock EOY$341,567CorporateStockEOYAmt
Corporate Stock EOYFMV$341,567CorporateStockEOYFMVAmt
Other Investments BOY$167,310OtherInvestmentsBOYAmt
Other Investments EOY$167,310OtherInvestmentsEOYAmt
Other Investments EOYFMV$264,794OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$57,870OtherAssetsEOYAmt
Other Assets EOYFMV$57,870OtherAssetsEOYFMVAmt
Total Assets BOY$1,070,131TotalAssetsBOYAmt
Total Assets EOY$646,136TotalAssetsEOYAmt
Total Assets EOYFMV$743,620TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,070,131RetainedEarningBOYAmt
Retained Earning EOY$646,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,070,131TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$646,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,070,131TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$646,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,070,131TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$425,868ExcessRevenueOverExpensesAmt
Other Increases$1,873OtherIncreasesAmt
Subtotal$646,136SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$646,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2022-01-012022-12-31$343,098$372,395-$29,297-$29,297
PUBLICLY TRADED SECURITIESP2021-12-312022-12-31$231,218$257,772-$26,554-$26,554
FieldValueIRS element (for citing)
Capital Gain Net Income-$55,851CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksINDIRA LEMONDSIndividualWithBooksNm
Phone7609291200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15780 FLEET STREET SUITE 225AddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES P PREVITI
5780 FLEET STREET SUITE 225CARLSBADCA92008DIRECTOR & CHAIRMAIN & PRESIDENT0.25$0$0$0
ROBERTA KATHRYN PREVITI
5780 FLEET STREET SUITE 225CARLSBADCA92008DIRECTOR & TREASURER & SECRETARY3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$888,414AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$935,194TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$935,194AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,028CashDeemedCharitableAmt
Net Vl Noncharitable Assets$921,166NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,058MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,058MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$46,058DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,058DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,058DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$378,262ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$378,262QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,058DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$35,210ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$350,787ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$273,105ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$188,121ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$203,372ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,050,595TotalExcessDistributionCyovAmt
Qualifying Distributions$378,262QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,058AppliedToCurrentYearAmt
Remaining Distri From Corpus$332,204RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,382,799TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$35,210ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,347,589ExcessDistriCyovToNextYrAmt
Excess From Year4$350,787ExcessFromYear4Amt
Excess From Year3$273,105ExcessFromYear3Amt
Excess From Year2$188,121ExcessFromYear2Amt
Excess From Year1$203,372ExcessFromYear1Amt
Excess From Current Year$332,204ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES P PREVITIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BURNHAM-MOORES CENTER FOR REAL ESTATE USD
5998 ALCALA PARKSAN DIEGOCA92110N/APCEDUCATION$60,000
RUHS FOUNDATION
PO BOX 9850MORENO VALLEYCA92552N/APCHEALTH CARE$100,000
THE SEBA CHARITY FUND
735 E CARNEGIE DR STE 125SAN BERNARDINOCA92408N/APCCOMMUNITY OUTREACH$2,500
SEGERSTROM CENTER FOR THE ARTS
600 TOWN CENTER DRCOSTA MESACA92626N/APCCOMMUNUNIY OUTREACH$16,262
COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY
3525 DEL MAR HEIGHTS ROAD 243SAN DIEGOCA92130N/APCCOMMUNITY OUTREACH$75,000
PLAY 4 ALL PARK INC
425 MERCHANT ST STE 200VACAVILLECA95688PCCOMMUNITY OUTREACH$10,000
NEW HAVEN YOUTH AND FAMILY SERVICES
PO BOX 1199VISTACA92085PCCOMMUNITY OUTREACH$10,000
1984 GRUPE FAIR FUND
3255 W MARCH LANE STE 400STOCKTONCA95219PCCOMMUNITY OUTREACH$50,000
BIG BROTHERS BIG SISTERS
2502 N ROCKY POINT DRIVE STE 550TAMPAFL33607PCCHILDREN'S PROGRAMS$50,000
FRISTERS
17815 SKY PARK CIRCLE BLDG 10 STE HIRIVINECA92614PCCHILDREN'S PROGRAMS$2,000
SOW A SEED COMMUNITY FOUNDATION
42 W 8TH STREETTRACYCA95376PCCHILDREN'S PROGRAMS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$378,262TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$10,773ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$55,851ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$45,037ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$45,037TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME TO SUPPORT EXEMPT ACTIVITIES
4INVESTMENT INCOME TO SUPPORT EXEMPT ACTIVITIES
8INVESTMENT INCOME TO SUPPORT EXEMPT ACTIVITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES P PREVITIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15780 FLEET STREET SUITE 225AddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
FieldValueIRS element (for citing)
Total Contributions$57,820TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB ACCOUNTSStockNm
EOY Book Value$341,567EOYBookValueAmt
EOYFMV$341,567EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGENWORTH LIFE ANNUITYCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$167,310BookValueAmt
EOYFMV$264,794EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM JPFTDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$57,870EOYBookValueAmt
EOYFMV$57,870EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSES$3,890$3,890$0
ACCOUNTING FEES$3,400$3,400$0
LEGAL FEES$50,476$50,476$0
BUSINESS REGISTRATION FEES$100$100$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPY BOOK ADJUSTMENT TO ASSET BASISDesc
Amt$1,873Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAMES PREVITIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15780 FLEET STREET SUITE 225AddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$2,523Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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