2017-07-07T14:59:01-05:00 2016-12-31 330883243 LIPSEY YOUNGREN MEANS OGREN SANDBERG LLP 525 B STREET SUITE 1400 SAN DIEGO CA 921014423 990PF 2016-01-01 330795065 THE JAMES PREVITI FAMILY FOUNDATION JAME 7609291200 5780 FLEET STREET SUITE 225 CARLSBAD CA 920084706 BILL MCCALLICK TREASURER 7609291200 2017-06-28 1 KENNETH OGREN P00697123 6192340877 2017-06-27 24.249.206.220 2017-06-28 13:14:25 PD P F7EF36BE9EC3C07F5057B277CF5BC1166060F8F8 66ACE5831B32188DBB61BE792407E30A891D8A71 2016 2021-01-29 14:40:06Z X 2220914 X X 30 30 58472 58472 20381 364149 20381 78883 78883 0 0 0 566 566 0 12119 12119 0 12685 12685 0 264500 264500 277185 12685 264500 -198302 66198 34280 1988204 1865141 2000961 167310 167310 219953 2189794 2032451 2220914 3045 0 44004 3045 44004 X 0 0 0 0 2186749 1988447 2186749 1988447 2189794 2032451 2186749 -198302 0 1988447 0 1988447 PUBLICLY TRADED SECURITIES P 364149 343768 20381 20381 20381 0 142799 2396643 0.059583 114100 2436171 0.046836 107566 2159083 0.049820 110050 2167987 0.050761 138824 2333439 0.059493 0.266493 0.053299 2216917 118159 662 118821 264500 X 662 0 662 0 662 3671 3671 3009 3009 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PHIL DOWLEY 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 2205754 44923 0 2250677 0 0 2250677 33760 2216917 110846 110846 662 662 110184 0 110184 0 110184 264500 0 264500 662 263838 110184 0 0 10789 5801 24569 41159 264500 0 0 0 110184 154316 0 0 195475 0 0 0 0 0 0 10789 184686 5801 24569 154316 JAMES P PREVITI X BURNHAM-MOORES CENTER FOR REAL ESTATE USD 5998 ALCALA PARK SAN DIEGO CA 92110 N/A CHARITY EDUCATION 10000 CHABAD OF THE INLAND EMPIRE 8710 BAKER AVE RANCHO CUCAMONGA CA 91730 N/A CHARITY EDUCATION 20000 COURT APPOINTED SPECIAL ADVOCATES 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 N/A CHARITY COMMUNITY OUTREACH 102500 NEW HAVEN YOUTH AND FAMILY SERVICES 216 W LOS ANGELES DR VISTA CA 92083 N/A CHARITY COMMUNITY OUTREACH 40000 SCRIPPS HEALTH FOUNDATION 4275 CAMPUS POINT COURT STE 138 SAN DIEGO CA 92121 N/A CHARITY HEALTH CARE 50000 SHORE MEDICAL CENTER 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 N/A CHARITY HEALTH CARE 2500 JOSEPH'S HOUSE OF CAMDEN 20 CHURCH STREET CAMDEN NJ 08105 N/A CHARITY COMMUNITY OUTREACH 500 KIPP DC INC 2600 VIRGINIA AVE NW STE 900 WASHINGTON DC 20037 N/A CHARITY EDUCATION 500 THE MYOSITIS ASSOCIATION 1940 DUKE STREET SUITE 200 ALEXANDRIA VA 22314 N/A CHARITY HEALTH CARE 500 HMLAT-303 OSC (MILITARY SPOUSE ASSOC OF DAMP PENDLETON) PO BOX 5559 OCEANSIDE CA 92052 N/A CHARITY COMMUNITY OUTREACH 2000 LOYOLA MARYMOUNT UNIVERSITY 1 LOYOLA MARYMOUNT UNIVERSITY DR LOS ANGELES CA 90045 N/A CHARITY EDUCATION 5000 STARS AND STRIPES CHILDREN'S FOUNDATION PO BOX 7572 LAGUNA NIGUEL CA 92607 N/A CHARITY CHILDREN'S PROGRAM 10000 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A CHARITY COMMUNITY OUTREACH 10000 HLC FOUNDATION INC 8352 KIMBALL AVE F350 3 CHINO CA 91708 N/A CHARITY HEALTH CARE 10000 KIPP NEW JERSEY 60 PARK PLACE SUITE 802 NEWARK NJ 07102 N/A CHARITY EDUCATION 1000 264500 0 14 30 14 58472 01 20381 0 78883 0 78883 0 0 0 0 0 0 0 0 0 0 SCHWAB ACCOUNTS 1865141 2000961 GENWORTH LIFE ANNUITY AT COST 167310 219953 INVESTMENT ADVISORY EXPENSE 11630 11630 0 DUES 50 50 0 ACCOUNTING FEES 429 429 0 BANK CHARGES 10 10 0 CASH OVERDRAFT 0 44004 STATE INCOME TAX 10 10 0 FEDERAL INCOME TAX 197 197 0 FOREIGN TAX ON ONVESTMENTS 359 359 0