2018-11-14T18:50:19-06:00 2017-12-31 330883243 LIPSEY YOUNGREN MEANS OGREN SANDBERG LLP 525 B STREET SUITE 1400 SAN DIEGO CA 921014423 990PF 2017-01-01 330795065 THE JAMES PREVITI FAMILY FOUNDATION JAME 7609291200 5780 FLEET STREET SUITE 225 CARLSBAD CA 920084706 BILL MCCALLICK TREASURER 7609291200 2018-11-07 1 KENNETH OGREN P00697123 6192340877 2018-11-07 24.249.206.220 2018-11-07 14:27:45 PS P C1C74D4EBDB20D608C58D3206E71A00A997169D3 C1C74D4EBDB20D608C58D3206E71A00A997169D3 2017 2019-02-21 02:37:17Z X 2252985 X X 70589 70589 92179 523039 92179 162768 162768 0 0 0 10 10 0 25775 25775 0 25785 25785 0 140250 140250 166035 25785 140250 -3267 136983 101610 101610 1865141 1716260 1924548 167310 167310 226827 2032451 1985180 2252985 44004 0 44004 0 X 0 0 0 0 1988447 1985180 1988447 1985180 2032451 1985180 1988447 -3267 0 1985180 0 1985180 PUBLICLY TRADED SECURITIES P 523039 430860 92179 92179 92179 0 263838 2216917 0.119011 142799 2396643 0.059583 114100 2436171 0.046836 107566 2159083 0.049820 110050 2167987 0.050761 0.326011 0.065202 2155599 140549 1370 141919 140250 2740 0 2740 0 2740 3009 0 0 3009 0 269 269 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 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 2151535 36890 0 2188425 0 0 2188425 32826 2155599 107780 107780 2740 2740 105040 0 105040 0 105040 140250 0 140250 0 140250 105040 0 0 5801 24569 154316 184686 140250 0 0 0 105040 35210 0 0 219896 0 0 0 0 0 0 5801 214095 24569 154316 35210 JAMES P PREVITI X BURNHAM-MOORES CENTER FOR REAL ESTATE USD 5998 ALCALA PARK SAN DIEGO CA 92110 N/A CHARITY EDUCATION 10000 COURT APPOINTED SPECIAL ADVOCATES 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 N/A CHARITY COMMUNITY OUTREACH 52500 LOYOLA MARYMOUNT UNIVERSITY 1 LOYOLA MARYMOUNT UNIVERSITY DR LOS ANGELES CA 90045 N/A CHARITY EDUCATION 5000 NEW HAVEN YOUTH AND FAMILY SERVICES 216 W LOS ANGELES DR VISTA CA 92083 N/A CHARITY COMMUNITY OUTREACH 18750 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A CHARITY COMMUNITY OUTREACH 20000 STARS AND STRIPES CHILDREN'S FOUNDATION PO BOX 7572 LAGUNA NIGUEL CA 92607 N/A CHARITY CHILDREN'S PROGRAM 25000 MARCUS' HEART FOUNDATION 25920 IRIS AVE MORENO VALLEY CA 92551 N/A CHARITY EDUCATION 1500 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 N/A CHARITY HEALTH CARE 2500 THE SEBA CHARITY FUND 735 E CARNEGIE DR STE 125 SAN BERNARDINO CA 92408 N/A CHARITY COMMUNITY OUTREACH 5000 140250 0 14 70589 01 92179 0 162768 0 162768 0 0 0 0 0 0 0 0 0 0 SCHWAB ACCOUNTS 1716260 1924548 GENWORTH LIFE ANNUITY AT COST 167310 226827 INVESTMENT ADVISORY EXPENSE 11650 11650 0 DUES 25 25 0 ACCOUNTING FEES 4308 4308 0 BANK CHARGES 42 42 0 LEGAL FEES 8545 8545 0 TRAVEL 1205 1205 0 CASH OVERDRAFT 44004 0 STATE INCOME TAX 10 10 0