2022-11-15T17:19:24-06:00 2021-12-31 954244393 DUFFY KRUSPODIN LLP 4225 EXECUTIVE SQUARE SUITE 900 LA JOLLA CA 920371485 990PF 2021-01-01 330795065 THE JAMES PREVITI FAMILY FOUNDATION JAME 7609291200 5780 FLEET STREET SUITE 225 CARLSBAD CA 920084706 FOUNDATION OFFICER OFFICER 7609291200 2022-11-15 1 FOUNDATION OFFICER 999009999 JOSHUA J BODENSTADT CPA P00289075 8586425050 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 320697 X X 3 3 33469 33469 254900 765604 254900 288372 288372 0 0 0 14261 14261 0 14261 14261 0 261271 261271 275532 14261 261271 12840 274111 22699 64199 64199 854507 838622 0 167310 167310 256498 1044516 1070131 320697 0 0 X 0 0 0 0 1044516 1070131 1044516 1070131 1044516 1070131 1044516 12840 12775 1070131 0 1070131 PUBLICLY TRADED SECURITIES P 2021-01-01 2021-12-31 248028 223037 24991 24991 PUBLICLY TRADED SECURITIES P 2020-12-31 2021-12-31 496831 287667 209164 209164 PUBLICLY TRADED SECURITIES P 2020-01-01 2021-12-31 20745 20745 20745 254900 3810 0 3810 0 3810 1420 0 0 0 1420 0 2390 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A INDIRA LEMONDS 7609291200 5780 FLEET STREET SUITE 225 CARLSBAD CA 92008 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES P PREVITI 5780 FLEET STREET SUITE 225 CARLSBAD CA 92008 DIRECTOR & CHAIRMAIN 0.25 0 0 0 LEO PREVITI 5780 FLEET STREET SUITE 225 CARLSBAD CA 92008 DIRECTOR & ASSISTANT TREASURER 0.25 0 0 0 MICHELE PREVITI 5780 FLEET STREET SUITE 225 CARLSBAD CA 92008 DIRECTOR & ASSISTANT SECRETARY 0.25 0 0 0 JAMES L PREVITI 5780 FLEET STREET SUITE 225 CARLSBAD CA 92008 DIRECTOR 0.25 0 0 0 PHIL DOWLEY 5780 FLEET STREET SUITE 225 CARLSBAD CA 92008 TREASURER 3.00 0 0 0 NONE 0 NONE 0 0 1195483 57500 0 1252983 0 0 1252983 18795 1234188 61709 61709 3810 3810 57899 0 57899 0 57899 261271 0 261271 57899 0 0 154316 35210 350787 273105 188121 1001539 261271 0 0 0 57899 203372 0 0 1204911 0 0 0 0 0 0 154316 1050595 35210 350787 273105 188121 203372 JAMES P PREVITI LEO PREVITI X BURNHAM-MOORES CENTER FOR REAL ESTATE USD 5998 ALCALA PARK SAN DIEGO CA 92110 N/A PC EDUCATION 60000 RUHS FOUNDATION PO BOX 9850 MORENO VALLEY CA 92552 N/A PC HEALTH CARE 100000 EISENHOWER MEDICAL CENTER FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 N/A PC HEALTH CARE 50000 THE SEBA CHARITY FUND 735 E CARNEGIE DR STE 125 SAN BERNARDINO CA 92408 N/A PC COMMUNITY OUTREACH 7500 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A PC COMMUNUNIY OUTREACH 30000 BRENTWOOD REGIONAL COMMUNITY CHEST PO BOX 845 BRENTWOOD CA 94513 N/A PC COMMUNUNIY OUTREACH 5000 BULLDOG FOUNDATION PO BOX 2627 FRESNO CA 93729 N/A PC EDUCATION 2500 COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY 3525 DEL MAR HEIGHTS ROAD 243 SAN DIEGO CA 92130 N/A PC COMMUNITY OUTREACH 6271 261271 0 14 3 14 33469 18 254900 0 288372 0 288372 0 0 0 0 0 0 0 0 0 0 SCHWAB ACCOUNTS 838622 0 GENWORTH LIFE ANNUITY AT COST 167310 256498 ADMINISTRATIVE EXPENSES 5032 5032 0 ACCOUNTING FEES 5520 5520 0 LEGAL FEES 3709 3709 0 PY BOOK ADJUSTMENT TO ASSET BASIS 12775