2022-11-14T17:27:09-05:00 2021-12-31 473172584 J BROCKLEHURST CPA PLLC 3900 WESTERRE PARKWAY SUITE 300 RICHMOND VA 23233 990 2021-01-01 822912570 P3 FOUNDATION INC P3FO 4100 CARMEL ROAD STE B-214 CHARLOTTE NC 28226 KIM WYATT EXECUTIVE DIRECTOR 2022-11-14 true KIM WYATT 999009999 JANET L BROCKLEHURST P00449539 8047270120 2022-11-14 2021 2022-09-23 18:48:47Z KIM WYATT 5131940 false X X 2017 NC TO PARTNER WITH PUBLIC AND CHARITABLE ENTITIES TO DEVELOP SERVICES, ACTIVITIES, AND PROGRAMS DESIGNED FOR SENIOR HOUSING, EDUCATION, HEALTH CARE FACILITIES, AFFORDABLE HOUSING, AND GOVERNMENTS. 6 3 0 0 0 3310321 5131237 3169 703 0 3313490 5131940 65000 0 0 167757 346692 0 0 3591795 9139886 3824552 9486578 -511062 -4354638 77767451 75107588 77540389 79235164 227062 -4127576 TO PARTNER WITH PUBLIC AND CHARITABLE ENTITIES TO DEVELOP SERVICES, ACTIVITIES, AND PROGRAMS DESIGNED FOR SENIOR HOUSING, EDUCATION, HEALTH CARE FACILITIES, AFFORDABLE HOUSING, AND GOVERNMENTS. false false 2297639 3083553 STUDENT HOUSING FACILITIES - LEASE AND MANAGEMENT OF STUDENT HOUSING CONSISTING OF 246 BEDS IN RESIDENTIAL PROPERTIES LOCATED IN THE VICINITY OF FRANKLIN & MARSHALL COLLEGE IN LANCASTER, PA UNDER A MASTER LEASE AGREEMENT WITH THE COLLEGE. 6225482 2042684 STUDENT HOUSING FACILITIES - LEASE AND MANAGEMENT OF STUDENT HOUSING CONSISTING OF 238 BEDS IN RESIDENTIAL PROPERTY LOCATED ON THE CAMPUS OF CLAREMONT GRADUATE UNIVERSITY IN CLAREMONT, CALIFORNIA UNDER A MASTER LEASE AGREEMENT WITH THE COLLEGE. 22760 5000 PROVIDING SERVICES, ACTIVITIES AND PROGRAMS DEDICATED TO FURTHERING COMMUNITY DEVELOPMENT, EDUCATION, AND LESSENING THE BURDENS OF GOVERNMENT. 8545881 true false false false false false false false false false true false false true true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true true true false false false true 2 0 0 false false false false false false false false false false false false false false X 6 3 true false false false false false false true true false false false false false false false false false X KIM WYATT 9724155348 700 COLORADO BLVD 351 DENVER CO 80206 X GREG FAWCETT SECRETARY X X 0 0 0 ANDREW KITTLESON DIRECTOR X 0 0 0 JEFF KLEIN PRESIDENT X X 0 0 0 CHRSTOPHER LIEDEL DIRECTOR X 0 0 0 JIM MOORE TREASURER X X 0 0 0 LOUISE WALLER DIRECTOR X 0 0 0 KIM WYATT EXECUTIVE DI X 0 0 0 false false false HOUSING RENTAL 4935491 4935491 OTHER HOUSING RENTAL FEES 181823 181823 DAMAGES AND OTHER 12398 12398 OTHER FEES 1525 1525 5131237 703 703 5131940 5131237 703 278360 121818 156542 45611 20069 25542 22721 9997 12724 272180 272180 1284 1284 51722 51722 197812 197812 25523 25523 58804 58804 50385 48175 2210 640529 640529 7612 7612 4026279 4026279 2444824 2444824 125896 125896 GROUND LEASE 450000 450000 REAL ESTATE TAX 362753 362753 OTHER MISCELLANEOUS 321491 321491 WORKERS COMP 40662 40662 62130 23361 38769 9486578 8545881 940697 0 1149813 1679543 2117636 69018 365 136223 170865 42947960 2317632 205553 40630328 74089208 32626487 77767451 75107588 2598776 4338907 56520000 56520000 1575000 1425000 16846613 16951257 77540389 79235164 X 227062 -4127576 227062 -4127576 77767451 75107588 -4354638 X X false false false X 1218122 3310321 5131237 9659680 1218122 3310321 5131237 9659680 9659680 4072 3169 703 7944 4072 3169 703 7944 1222194 3313490 5131940 9667624 0.99920 0.99840 0.00000 0.00000 X 42848343 2301343 40547000 73866 11985 61881 24751 3804 20947 40629828 LEASED ASSETS 26362685 RESTRICTED BOND RESERVES 6258702 INVESTMENT IN CPTC HOLDINGS LLC 5100 32626487 DEFERRED GROUND LEASE 18842166 BOND PREMIUM/DISCOUNT 626570 BOND ISSUE COSTS -2517479 16951257 A LANCASTER IDA REVENUE BONDS - 2019A 231884507 514349DU0 2019-08-08 26595000 TO FINANCE THE ACQUISITION OF A LONG-TERM GROUND LEASE INTEREST IN CERTAIN LAND LOCATED IN THE VICIN false false false B CALIFORNIA MUNI FINANCE AUTH- 2020A 201563466 13049YER8 2020-06-30 29925000 THE ACQUISTION AND REPOSITIONING OF AN EXISTING STUDENT HOUSING FACILITY LOCATED ON THE CAMPUS OF CL false false false A 27277619 541282 26736337 2019 false false true true B 30338500 2502449 2992500 643270 24200281 2020 false false true false A false false false false false false true B false false false false false false true A false true false false false false false false false B false false false false false false false false false A false B false PURPOSE OF ISSUE DESCRIPTION LANCASTER IDA REVENUE BONDS - 2019A TO FINANCE THE ACQUISITION OF A LONG-TERM GROUND LEASE INTEREST IN CERTAIN LAND LOCATED IN THE VICINITY OF FRANKLIN & MARSHALL COLLEGE, THE ACQUISITION OF CERTAIN BUILDINGS AND IMPROVEMENTS LOCATED ON EACH OF THE PARCELS, THE FUNDING OF ANY REQUIRED RESERVES, AND THE PAYMENT OF COSTS OF ISSUANCE. THE PARCELS AND IMPROVEMENTS WILL BE LEASED TO THE COLLEGE PURSUANT TO AN AMENDED AND RESTATED MASTER LEASE. PURPOSE OF ISSUE DESCRIPTION CALIFORNIA MUNI FINANCE AUTH- 2020A THE ACQUISTION AND REPOSITIONING OF AN EXISTING STUDENT HOUSING FACILITY LOCATED ON THE CAMPUS OF CLAREMONT GRADUATE UNIVERSITY IN CLAREMONT, CA INCLUDING THE ACQUISITION OF A LONG-TERM GROUND LEASE INTEREST, FUNDING OF ANY REQUIRED RESERVES, AND PAYMENT OF COSTS OF ISSUANCE. FORM 990, PAGE 6, PART VI, LINE 2 JEFFREY KLEIN MOORE, FAWCETT, WYATT DIRECTOR DIRECTORS >10% OWNER IN SAME BUSINESS JAMES MOORE KLEIN, FAWCETT, WYATT DIRECTOR DIRECTORS >10% OWNER IN SAME BUSINESS GREGORY FAWCETT KLEIN, MOORE, WYATT DIRECTOR DIRECTORS >10% OWNER IN SAME BUSINESS KIMBERLY WYATT KLEIN, MOORE, FAWCETT DIRECTOR DIRECTORS >10% OWNER IN SAME BUSINESS FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII THE FINANCIAL STATEMENTS FOR TWO OF THE ORGANIZATIONS DISREGARDED ENTITIES ARE REVIEWED/AUDITED BY INDEPENDENT ACCOUNTANTS. THOSE FINANCIAL STATEMENTS ARE ISSUED ON A SEPARATE BASIS FROM THE PARENT ORGANIZATION. P3 FMC HOLDINGS LLC 590 CENTERVILLE ROAD 290 LANCASTER PA 17601 841913920 HOUSING PA 3083668 28032285 P3 FDN P3 CLAREMONT HOLDINGS LLC 310 NORTH INDIAN HILL BLVD SUITE 343 CLAREMONT CA 91711 844959753 HOUSING CA 2043272 46404176 P3 FDN CPTC ACQUISTION LLC 9730 SUMMERS RIDGE RD SAN DIEGO CA 92121 822690142 HEALTHCARE CA P3 CPTC HOLDINGS LLC EXCLUDED false false P3 CPTC HOLDINGS LLC 40 E MAIN ST BOX 644 NEWARK DE 19711 834331648 INVESTMENT DE P3 FDN C CORP false false false false false false false false false false false false false false false false false false false false