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HomeMy WebLinkAboutJan Marx - Mayor - Form 700 - 07-18-14STATEMENT OF ECONOMIC INTERESTS COVER PAGE Please type or print in ink RECEIVED Date Receivz l JUEFT 9 =2414 SLO CITY CLERK NAME OF FILER (LAST) (FIRST) (MIDDLE) Marx Jan Howell 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of San Luis Obispo Division, Board, Department, District, if applicable Your Position Mayor s. If filing for multiple positions, list below or on an attachment (Do not use acronyms) Agency Position 2. Jurisdiction of Office (check at least one box) ❑ State ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ Multi -County ❑ County of ❑ City of San Luis Obispo ❑ Other 3. Type of Statement (Check at least one box) ❑ Annual The period covered is January 1, 2013, through ❑ Leaving Office Date Left December 31, 2013 (Check one) -or- The period covered is I I through O The period covered is January 1, 2013, through the date or December 31, 2013 leaving office ❑ Assuming Office. Date assumed I 1 O The period covered is I I through the date of leaving office ❑ Candidate Election year 2014 and office sought, if different than Part 1 Mayor 4. Schedule Summary 7 Check applicable schedules or "None." o. Total number of pages including this cover page: jP(Schedule A -1 - Investments - schedule attached 9"S/Chedule C - Income Loans, 8 Business Positrons - schedule attached /Schedule A -2 - Investments - schedule attached F-1 Schedule D - Income - Gifts - schedule attached Imo' Schedule B - Real Property - schedule attached ❑ Schedule E - Income - Gifts - Travel Payments - schedule attached -or- None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agent/ Address Recommended - Pubix Document) San Luis Obispo CA 93406 DAYTIME TELEPHONE NUMBER E -MAIL ADDRESS (OPTIONAL) ( 805 ) 541 -2716 I have used all reasonable diligence in preparing this statement I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete I acknowledge this is a public document I certify under penalty of perjury under the laws of the State of California that the foregoing clue and correct Date Signed 07/18/2014 (monm, day, year) Signature ongm* srpned stxemem x$h roar &V olraar) FPPC Form 700(2013/2014) FPPC Advice Email: advice @fppc.ca gov FPPC Toll-Free Helpline 866/275 -3772 www.fppc ca gov r SCHEDULE A -1 Investments Stocks, Bonds, and Other Interests (Ownership Interest Is Less Than 10 %) Do not attach brokerage or Cnanclal statements ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS oq -ell OS FAIR MARKE VALUE ❑ $2 000 - $10,000 ❑ $10 001 - S100 000 L&S100,001 - S1 000,000 ❑ Over 51,000,000 NATURE OF INVESTMENT ❑ Stock ❑Other 7 7 U Vail 0,&-re / / (V itn r esrnbe) Partnership Q Income Received of $0 - $499 /thll r O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, UST DATE 13 —1, 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ S2000 - S10.000 ❑ s1o,001 - S1oo.000 ❑ $100,001 - $1,00o,000 ❑ Over $1.000 000 NATURE OF INVESTMENT ❑ Stock ❑ Other (De=be) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report do Schedule C) IF APPLICABLE, LIST DATE _I / 13 1 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100.000 ❑ $100,001 - $1 000,000 ❑ over 51000.000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Desrnbe) ❑ Partnership O Income Received of $0 - $499 O Income Received of S500 or More (Roper, an Schedule C) IF APPLICABLE, LIST DATE 1 13 13 ACQUIRED DISPOSED Comments CALIFORNIA.F.ORM 7:007, FAIR POLITICAL PRACTICES COMMISSION Y • ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ S2,000 - S10.000 ❑ $10 Oo1 - $100,000 ❑ $100.001 - $1,000.000 ❑ Over 51.000000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) Partnership O Income Received of $0 - S499 O Income Received of S500 or More IRepon on Schedule C) IF APPLICABLE, LIST DATE 13 ACQUIRED DISPOSED P. NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2.000 - 510.000 ❑ $to 001 - slo0,000 ❑ $100,001 - S7,000,000 ❑ Over $1 000,000 NATURE OF INVESTMENT Stock ❑ Other ( Describe) Partnership O Income Received of SO - $499 O Income Received of $500 or More (Repon on Schedule C) IF APPLICABLE LIST DATE —J 13 --J-- 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE $2,000 - S10,000 ❑ $10 001 - $100,000 ❑ $100001 - $1.000000 ❑ Over 51,000000 NATURE OF INVESTMENT ❑ Stock ❑ Other ( Describe) ❑ Partnership O Income Received of SO - S499 O Income Received of 5500 or More (Report on Schedule C) IF APPLICABLE LIST DATE 13 ACQUIRED DISPOSED FFFC Form 700 (2013/ 2014) FP CAdvlce Email advlce@fppcca gov FP CToll -Free Flelpitne 866/2753772 wwwfppcca gov SCHEDULE A -2 Investments, Income, and Assets of Business Entities /Trusts (Ownership Interest Is 10% or Greater) 4- -Jah h—ci. �O N16( 4o-( Tull- Name 45W �3 2/aS Address (Busrnes Address Acceptable) Ch@7�ck� one S" Trust. go to 2 ❑ Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE, LIST DATE ❑ SO - $1.999 ❑ S2 000 - $10,000 3 ❑ $10.001 - 5100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over 51,000,000 NATURE OF INVESTMENT ] Partnership ❑ Sole Proprietorship ❑ YOUR BUSINESS POSITION ❑ SO - $499 1N $10,001 - $100,000 ❑ S500 - $1.000 ❑ OVER 5100,000 ❑ Sl 001 - $10,000 L None 1la uCcrd �►�' - /�ct.� -2`-� -QCs (A60 /4J94 wo Check one box ❑ INVESTMENT ix REAL PROPERTY A, -D Gk Name of Business Entity, if Investment. or Assessor's Parcel Number or Street Address of pReal Property Description of Business Activity g 33lo City or Other Precise Location of Real Property FAIR MARKET VALUE ❑ S2,000 - $10000 ❑ $10001 - $100,000 $100,001 - S1 000,000 Over 51,000 000 NATURE OFINTEREST �, Property Ownership /Deed of Trust IF APPLICABLE, LIST DATE ❑ Leasehold ❑ Other Yrs remain ng 13 3 ACQUIRED DISPOSED ❑ Stock ❑ Partnership ❑ Check box if additional schedules reporting investments or real property are attached CALIFORNIA FCAW1W,,7 FAIR t•OLI! TICAL ►RACTICES- COMMISSIONM" Name k- Address (Business Address Acceptable) Check one ❑ Trust go to 2 ❑ Business Entity complete the box then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE LIST DATE ❑ SO - $1,999 ❑ $2,000 - $10.000 13 3 ❑ $10,o01 - 5700,000 ACQUIRED DISPOSED ❑ $100,001 - $1.000.000 ❑ Over S1 000.000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Propnetorship ❑ YOUR BUSINESS POSITION ❑ $0 - S499 Cl S10,001 - S100,000 ❑ $500 - S1,000 I] OVER 5100,000 ❑ S1,001 - S1O,000 None Check one box ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity. if Investment. 2 Assessors Parcel Number or Street Address of Real Property Description of Business Activity -9r City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE I] 52,000 - $10 000 ❑ S1O 001 - $100.000 13 __j____J 13 ❑ S100,001 - S1,000,000 ACQUIRED DISPOSED ❑ Over 51,000,000 NATURE OF INTEREST ❑ Property Ownership /Deed of Trust ❑ Leasehold ❑ Other Yrs remaining ❑ Stock ❑ Partnership ❑ Check box if additional schedules reporting investments or real properly are attached FPPC Form 700 (2013/2014) Sch A -2 Comments: FPPC Advice Email advice @fppc ca gov FPPC Toll -Free Helpline 866/275.3772 www fppc ca gov SCHEDULE B Interests in Real Property (Including Rental Income) ASSESSORS PARCEL NUMBER OR STREET ADDRESS CITY S� �cor7 %S Pa C� Ic3 Y Df FAIR MARKET VALUE IF APPLICABLE. LIST DATE ❑ $2,000 - $10,000 _ ❑ slo 001 - $100,000 —/J 13 =j_�jj 13 �S1o0001 - Si 000.000 ACQUIRED DISPOSED Over S1,000,000 NATURE OF INTEREST Ownership /Deed of Trust ❑ Easement ❑ Leasehold ❑ Yrs remaming 00er IF RENTAL PROPERTY GROSS INCOME RECEIVED ❑ SO - S499 ❑ S500 - Si 000 ❑ $1001 - 510,000 ❑ 510.001 - S100000 ❑ OVER $100,000 SOURCES OF RENTAL INCOME If you own a 10% or greater Interest, list the name of each tenant that Is a single source of Income of 510,000 or more ❑ None P. ASSESSORS PARCEL NUMBER OR STREET ADDRESS CITY ke- 464u -ull Z&4 u) k-3 3 y�o FAIR MARKET VALUE IF APPLICABLE LIST DATE ❑ $2 000 - 510,000 ❑ $10,001 - $100,000 /13 _==_13_ V—S100,001 - $1.000.000 ACQUIRED DISPOSED ❑ Over $1,000.000 NATURE OF INTEREST IC71 'l Ovmershlp /Deed of Trust ❑Easement ❑ Leasehold ❑ Yrs remaining Other IF RENTAL PROPERTY GROSS INCOME RECEIVED ❑ $0 - $499 ❑ S5o0 - Sl 000 ! I $1001 - S10 000 ❑ $10,001 - 5100 000 ❑ OVER S100,OD0 SOURCES OF RENTAL INCOME If you own a 10% or greater Interest, list the name of each tenant that is a single source of Income of $10,000 or more ❑ None k ' You are not required to report loans from commercial lending Institutions made In the lender's regular course of business on terms available to members of the public without regard to your official status Personal loans and loans received not in a lender's regular course of business must be disclosed as follows NAME OF LENDER' ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY. IF ANY OF LENDER INTEREST RATE % ❑ None TERM (Months/Years) HIGHEST BALANCE DURING REPORTING PERIOD ❑ s500 - $1,000 ❑ $1,001 - S10.000 ❑ 510,001 - sloo 000 ❑ OVER 5100,000 ❑ Guarantor If applicable Comments NAME OF LENDER' ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY IF ANY OF LENDER INTEREST RATE % ❑ None TERM (MonthslYears) HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ S1.001 - sio o0o ❑ s10,001 - S100.000 ❑ OVER $100,000 ❑ Guarantor d applicable FPPC Form 700 (2013/2014) Sch B FPPC Advice Email advice @fppc ca.gov FPPC Toll -Free Helpllne 866/275 -3772 www fppc ca gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Gk 4 JG2ki "I os,rp� ADDRE S (bbsiness Address Acceprable) / 9,9 0 pa(/I-\ C±. la--. � I- Del f.,fJ° C4- BUSINESS ACTIVITY IF ANY, OF SOURCE r YOUR BUSINESS POSITIO GROSS INCOME RECEIVED ❑ $500 - s1,000 ❑ $1001 - s10,000 $10,001 - S100.000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary ❑ Spouse's or registered domestic partner s income ❑ Loan repayment ❑ Partnership ❑ Sale of (Real property, car, boot, erc ) ❑ Commission or ❑ Rental Income, rat eacn source or slo 000 or more ❑ Othei (Descnbe) Name T61- Abe l �x NAME OF SOURCE OF INCOME � SG h Lu, l Oct) 0110 Call? C 4 60L raro_^ -ez_ ^ ADDRESS (Business Addre s Acceptable) M ,e� / -fdall . , h L,,3 O�rf� Cyr BUSINESS ACTIVITY IF ANY, OF SOURCE N 110"t Q & v- 8cit.- t� YOUR BUtINESS POSITION GROSS INCOME RECEIVED ❑ $Soo - $1,000 KS1 001 - $10 000 ❑ $10.001 - S100 000 ❑ OVER $100.000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic parner's income ❑ Loan repayment ❑ Partnership ❑ Sale of (Real pmporry car boar, etc) ❑ Commission or ❑ Rental Income bs, each source or 510000 or mom Other STIt pP✓1O�- ©-Q r 6Ae,0_Pr �—f (Descnbe) You are not required to report loans from commercial lending Institutions, or any Indebtedness created as part of a retail Installment or credit card transaction. made In the lender's regular course of business on terms available to members of the public without regard to your official status Personal loans and loans received not In a lender's regular course of business must be disclosed as follows NAME OF LENDER* ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - 510,000 ❑ S10,001 - $100,000 ❑ OVER S100.000 Comments INTEREST RATE TERM (MonihslYears) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Propertv ❑ Guarantor ❑ Othei Street address ory (Dosmool FPPC Form 700 (2013/2014) Sch C FPPC Advice Email- advice @fppc.ca gov FPPC Toll -Free Helpllne• 866/275 -3772 www fppc.ca gov SCHEDULE C -o- o- Income, Loans, & Business Positions Name (Other than Gifts and Travel Payments) ,JCin)/ui/ rx NAME OF SOURCE OF INCOME(' 1 ! n" O Si✓��Q�J ��'��Tahfq p/d��e ADDRESS (Business Address A ptable) kL I? CrOSr �� Ctu(G��po BUSINESS ACTIVITY, IF ANY, OF SOLfRCE A O °O "Lt YOUR BU INESS POSITION[ 90 aim AVA, GROSS INCOME RECEIVED ❑ S500 - $1,000 IIXS7.001 - $10,000 ❑ S10,001 - S100000 17 OVER 5700,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouses or registered domestic partner's Income ❑ Loan repayment ❑ Partnership ❑ Sale of (Real Property car twat, e:c ) ❑ Commission or ❑ Rental Income, Its: each source or 410 000 or more NAME OF SOURCE OF INCOME SO GPal � � &C c ri ADDRESS (Buvness Address Ameplable) SOC,f �u. I l y I I o o k4il-r�- BUSINESS ACTIVITY, IF ANY, OF SOURCE & qC, r �r t, ✓i ry �� f� YOUR BUSINESS POSITION 2 jS reG `P I °ept9— GROSS INCOME RECEIVED ❑ S500 - $1000 ❑ $1001 - $10000 x'$10,001 - $100 000 ❑ OVER 5100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary xT Spouse's or registered domestic partner s income ❑ Loan repayment ❑ Partnership I I Sale of (Real property car, boat etc) ❑ Commission or ❑ Rental Income, list eam source of 510000 or more (Other Sf, 0� - /✓er Other �e tl-P //)�o/V1� &F rl ieret- (Describe) (Desort") vr� * You are not required to report loans from commercial lending Institutions, or any Indebtedness created as part of a retail Installment or credit card transaction, made In the lender's regular course of business on terms available to members of the public without regard to your ofCclal status Personal loans and loans received not In a lender's regular course of business must be disclosed as follows NAME OF LENDER' INTEREST RATE TERM (Months/Years) °% ❑ None ADDRESS (Business Address Acceptable) SECURITY FOR LOAN BUSINESS ACTIVITY IF ANY, OF LENDER ❑ None I Personal residence ❑ Real Property adoress HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ S1,001 - $10,000 ❑ $10 001 - $100,000 ❑. OVER 5100,000 Comments ❑ Guarantor ❑ Other City (Desmbe) FPPCForm 700 (201312014) Sch C FPPCAdvlce Email advioe@fppcca gov FPPCTol l -Free Helpllne 866/275-3772 www fppcca gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME PFR S ADDRESS (Business Address Acceptable) Z,,�j c o a (- 1*4A 'fo o S BUSINESS ACTIVITY, IF Y. OF SOURCE ' (X-�qC4 I0eylS110 e) 5 �i���► Y UR BUSINESS POSITION Sao ose'S eeRtljb^ GROSS INCOME RECEIVED ❑ $500 - $1.000 ❑ $1001 - s10.000 $10.001 - S100.000 ❑ OVER 5700.000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary spouses or registered domestic partner's income ❑ Loan repayment ❑ Partnership ❑ Sale of (Real property car boat, etc) ❑ Commission or ❑ Rental Income, list each source of $10 000 or more ❑ Other (Describe) Name - G„ Ho aL t �� X NAME OF SOURCE OF INCOME Ise 4- ADDREE/S�S (B/u/rsinesss Add 1dr�� ss r Acceptable) cepttablle) BUSINESS ACTIVITY IF ANY, OF SOURCE YOUR USINSITION GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10000 I $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouses or registered domestic partners income ❑ Loan repayment ❑ Partnership ❑ Sale of (Real pmpeny car bWL etc) ❑ Commission or Rental Income list each source of $10 000 or more 3-29�- f-- &��l Ntl1c ❑ Other You are not required to report loans from commercial lending Institutions, or any Indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your of[cial status Personal loans and loans received not in a lender's regular course of business must be disclosed as follows NAME OF LENDER' ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10001 - 5100,000 ❑ OVER $100.000 Comments INTEREST RATE TERM (MonthsfYears) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Properly ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 (201312014) Sch C FPPCAdvloe Email advloe@fppaca gov FPPCToll -Free Helplme 866/275 -3772 www fppaca gov