2021-11-15T12:07:18-06:00 2020-12-31 473172584 J BROCKLEHURST CPA PLLC 3900 WESTERRE PARKWAY SUITE 300 RICHMOND VA 23233 990 2020-01-01 822912570 P3 FOUNDATION INC P3FO 4100 CARMEL ROAD STE B-214 CHARLOTTE NC 28226 KIM WYATT EXECUTIVE DIRECTOR 2021-11-15 true KIM WYATT 999009999 JANET L BROCKLEHURST P00449539 8047270120 2021-11-15 2020 2022-09-23 18:48:47Z KIM WYATT 3313490 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 1218122 3310321 4072 3169 0 1222194 3313490 65000 0 167757 0 0 990205 3591795 990205 3824552 231989 -511062 26943363 77767451 26705409 77540389 237954 227062 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 1999158 3310321 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. 1337265 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. 103700 65000 PROVIDING SERVICES, ACTIVITIES AND PROGRAMS DEDICATED TO FURTHERING COMMUNITY DEVELOPMENT, EDUCATION, AND LESSENING THE BURDENS OF GOVERNMENT. 3440123 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 true false false true false false false false false false false true false true false false false false true true true false false false true 3 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 3223269 3223269 OTHER HOUSING RENTAL FEES 87052 87052 3310321 3169 3169 3313490 3310321 3169 X 65000 65000 138711 67477 71234 17187 8361 8826 11859 5769 6090 434864 229865 204999 5766 5766 25293 25293 15439 15439 560257 559771 486 4561 3460 1101 1671075 1671075 7009 7009 87611 87611 GROUND LEASE 275000 275000 REAL ESTATE TAX 248180 248180 OTHER MISCELLANEOUS 135416 135416 AMORTIZATION 91727 91560 167 29597 -15431 45028 3824552 3440123 384429 0 555229 1149813 2117636 69018 136223 213678 8125 31295 205553 26356839 74089208 26943363 77767451 376273 2598776 26595000 56520000 555000 1575000 -820864 16846613 26705409 77540389 X 237954 227062 237954 227062 26943363 77767451 X -511062 500170 X false false false X 1218122 3310321 4528443 1218122 3310321 4528443 4528443 4072 3169 7241 4072 3169 7241 1222194 3313490 4535684 0.99840 0.99670 0.00000 0.00000 X 161906 3049 158857 26021 2756 23265 24751 2153 22598 204720 LEASED ASSETS 68139271 RESTRICTED BOND RESERVES 5947837 INVESTMENT IN CPTC HOLDINGS LLC 2100 74089208 DEFERRED GROUND LEASE 18842166 BOND PREMIUM/DISCOUNT 648913 BOND ISSUE COSTS -2644466 16846613 true US OLYMPIC PARALYMPIC MUSEUM 200 S SIERRA MADRE ST COLORADO SPRINGS CO 80903 463189741 501C3 21667 OPERATIONS WOMEN'S INTER-CULTURAL EXCHANGE 233 KING OWEN CT CHARLOTTE NC 28211 760792799 501C3 10833 OPERATIONS CLEANAIRE NORTH CAROLINA PO BOX 5311 CHARLOTTE NC 28299 570462653 501C3 10833 OPERATIONS LONGWOOD UNIV REAL ESTATE FDN 315 WEST THIRD STREET FARMVILLE VA 23901 201612906 501C3 21667 HULL SPRINGS FARM 4 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE MADE TO QUALIFYING 501C3 ORGANIZATIONS FOR USE IN THEIR GENERAL OPERATIONS. THERE ARE NO PROCEDURES FOR SUBSEQUENT MONITORING OF THE USE OF FUNDS. 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 5494949 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 true 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. NP ASSET SERVICES LLC >35% CONTROLLED ASSET MGMT SERVICES false NP ASSET SERVICES LLC >35% CONTROLLED BOND CLOSING WORK false EDGESIGHT LLC >35% CONTROLLED BOND CLOSING WORK false SCHEDULE L, PART V TRANSACTIONS LISTED IN PART V RELATE TO ORDINARY BUSINESS TRANSACTIONS ARISING FROM THE 2020 BOND CLOSING AND MANAGEMENT OF FINANCIAL ASSETS. NP ASSET SERVICES LLC IS > 35% CONTROLLED BY THE DIRECTORS OF P3 FOUNDATION: JEFFREY KLEIN, JAMES MOORE, AND GREGORY FAWCETT, AND THE EXECUTIVE DIRECTOR OF P3 FOUNDATION, KIMBERLY WYATT. EDGESIGHT LLC IS > 35% CONTROLLED BY THE EXECUTIVE DIRECTOR, KIMBERLY WYATT. 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 IX, LINE 11G PROPERTY MANAGEMENT 213,268 0 0 FINANCIAL MANAGEMENT 0 168,100 0 OTHER PROFESSIONAL 16,597 36,899 0 TOTAL 229,865 204,999 0 FORM 990, PART XI, LINE 9 THE PRIOR PERIOD HAS BEEN ADJUSTED FOR A CHANGE IN LEASE ACCOUNTING AND RIGHT OF USE ASSET. 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