2020-11-13T15:25:07-06:00 2019-12-31 954244393 DUFFY KRUSPODIN LLP 4225 EXECUTIVE SQUARE SUITE 900 LA JOLLA CA 920371485 990PF 2019-01-01 330795065 THE JAMES PREVITI FAMILY FOUNDATION JAME 7609291200 5780 FLEET STREET SUITE 225 CARLSBAD CA 920084706 OFFICER OF FOUNDATION TREASURER 7609291200 2020-11-13 1 KENNETH OGREN CPA P00697123 8586425050 2020-11-10 174.65.24.119 2020-11-13 15:24:18 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 89086993347207F319D6A20E7FB80D557DFAB880 2019 2021-04-22 16:20:28Z X 1556539 X X 47499 47499 61705 445979 61705 109204 109204 0 0 0 2656 2656 0 62011 62011 0 64667 64667 0 350500 350500 415167 64667 350500 -305963 44537 43210 10843 10843 1418325 1149327 1149327 196908 167310 396369 1658443 1327480 1556539 25000 0 25000 0 X 0 0 0 0 1633443 1327480 1633443 1327480 1658443 1327480 1633443 -305963 0 1327480 0 1327480 PUBLICLY TRADED SECURITIES P 445979 384274 61705 61705 61705 0 445750 1937268 0.230092 140250 2155599 0.065063 263838 2216917 0.119011 142799 2396643 0.059583 114100 2436171 0.046836 0.520585 0.104117 1556805 162090 445 162535 350500 X 445 0 445 0 445 1905 0 0 1905 0 1460 1460 0 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 TREAS 0.25 0 0 0 MICHELE PREVITI 5780 FLEET STREET SUITE 225 CARLSBAD CA 92008 DIRECTOR & ASSISTANT SEC 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 1528905 51608 0 1580513 0 0 1580513 23708 1556805 77840 77840 445 445 77395 0 77395 0 77395 350500 0 350500 445 350055 77395 0 0 24569 154316 35210 350787 564882 350500 0 0 0 77395 273105 0 0 837987 0 0 0 0 0 0 0 837987 24569 154316 35210 350787 273105 JAMES P PREVITI X BURNHAM-MOORES CENTER FOR REAL ESTATE USD 5998 ALCALA PARK SAN DIEGO CA 92110 N/A CHARITY EDUCATION 10000 LOYOLA MARYMOUNT UNIVERSITY 1 LOYOLA MARYMOUNT UNIVERSITY DR LOS ANGELES CA 90045 N/A CHARITY EDUCATION 5000 MARCUS' HEART FOUNDATION 25920 IRIS AVE MORENO VALLEY CA 92551 N/A CHARITY EDUCATION 1500 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A CHARITY COMMUNITY OUTREACH 37000 THE SEBA CHARITY FUND 735 E CARNEGIE DR STE 125 SAN BERNARDINO CA 92408 N/A CHARITY COMMUNITY OUTREACH 7500 EISENHOWER MEDICAL CENTER FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 N/A CHARITY HEALTH CARE 50000 CASA OF ORANGE COUNTY 1505 EAST 17TH STREET SUITE 214 SANTA ANA CA 92705 N/A CHARITY COMMUNITY OUTREACH 65000 BIG BROTHERS BIG SISTERS 4305 UNIVERSITY AVE SUITE 300 SAN DIEGO CA 92105 N/A CHARITY COMMUNITY OUTREACH 50000 RUHS FOUNDATION PO BOX 9850 MORENO VALLEY CA 92552 N/A CHARITY HEALTH CARE 100000 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 N/A CHARITY COMMUNITY OUTREACH 8000 NEWPORT HARBOR SAILING FOUNDATION 1048 IRVINE AVE 820 NEWPORT BEACH CA 92660 N/A CHARITY EDUCATION 1500 THE PAINTED TURTLE 1300 4TH STREET SANTA MONICA CA 90401 N/A CHARITY EDUCATION 10000 OPPORTUNITY HOUSE PO BOX 6593 VACAVILLE CA 95696 N/A CHARITY COMMUNITY OUTREACH 5000 350500 0 14 47499 01 61705 0 109204 0 109204 0 0 0 0 0 0 0 0 0 0 SCHWAB ACCOUNTS 1149327 1149327 GENWORTH LIFE ANNUITY AT COST 167310 241225 UNREALIZED GAIN AT COST 0 155144 ADMINISTRATIVE EXPENSES 7801 7801 0 DUES 100 100 0 ACCOUNTING FEES 4255 4255 0 BANK CHARGES 14 14 0 LEGAL FEES 49841 49841 0 MISC 25000 0 STATE INCOME TAX 45 45 0 FEDERAL INCOME TAX 2611 2611 0