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HomeMy WebLinkAboutJan Marx - Form 700 - 07-19-2010CALIFORNIA STATEMENT OF ECONOMIC INTERESTS _ RE02MM ' FAIR POLITICAL PRACTICES COMMISSION COVER PAGE' JUL 19 2010' Please type or print in ink. A Public Document SLO CITY CLERK NAME (LAST) (FIRST) (MIDDLE) DAYTIME TELEPHONE NUMBER MARX JAN HOWELL ( MAILING ADDRESS STREET CITY STATE ZIP CODE OPTIONAL: FAX I E -MAIL ADDRESS �y : rrr-a ;May use business address) 1. Office, Agency, or Court Name of Office, Agency, or Court: Candidate for Mayor of San Luis Obispo Division, Board, District, if applicable: Your Position: ► If filing for multiple positions, list additional agency(ies)/ position(s): (Attach a separate sheet if necessary.) Agency: Position: 2. Jurisdiction of Office (Check at feast one box) ❑ State ❑ County of X City of San Luis Obispo ❑ Multi- County ❑ Other 3. Type of Statement (Check at least one box) ❑ Assuming Office /initial Date: J —J ❑ Annual: The period covered is January 1, 2008, through December 31, 2008. -or- 0 The period covered is J_ /, through December 31. 2008. ❑ Leaving Office Date Left: —J�- (Check one) O The period covered is January 1, 2008, through the date of leaving office. -or- 0 The period covered is —1�_, through the date of leaving office. ❑X Candidate Election Year: 2010 4. Schedule Summary P. Total number of pages �/ including this cover page: ► Check applicable schedules or "No reportable interests." I have disclosed interests on one or more of the attached schedules: Schedule A -1 ❑ Yes - schedule attached Investments (Loss than 70% ownership) Schedule A -2 g, Yes - schedule attached Investments (10% or greater Ownership) Schedule B ' AYes - schedule attached Real Property Schedule C P Yes - schedule attached Income, Loans, & Business Positions (income Omer than Gifts and Travel Payments) Schedule D ❑ Yes - schedule attached Income - Gifts Schedule E ❑ Yes - schedule attached Income - Gifts - Travel Payments -or- 0 No reportable interests on any schedule 5. Verification 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 certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed July 19, 2010 (�^ gronth, day, year) � ) FPPC Form 700 (200812009) FPPC Toll -Free Helpline: 866 /ASK -FPPC vrvuw.fppc.ca.gov SCHEDULE A -2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Steven and Jan Howell Marx Living Trust dtd 1/30/05 Name Address Check one © Trust, go to 2 ❑ Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 $10,001 - $100,000 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED F-1 Over $1,000,000 NATURE OF INVESTMENT ❑ Sole Proprietorship ❑ Partnership ❑ Other YOUR BUSINESS POSITION ❑ $0 - $499 ❑x $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 The Vanguard Group Mutual Funds Check one box: ® INVESTMENT ❑ REAL PROPERTY The Vanguard Group Name of Business Entity pr Street Address or Assessor's Parcel Number of Real Property Investment Firm Description of Business Activity gr City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑X $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership /Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ® Other mutual funds Yrs. remaining ❑ Check box if additional schedules reporting investments or real property are attached _ Law Offices of Jan Howell Marx Jan Howell Marx Name Address Check one ❑ Trust, go to 2 XI Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE IF APPLICABLE LIST DATE: 1010 ❑ $2,000 - $10,000 143 r7 '] $10,001 - $100,000 � JJJ� $100,001 - $1,000,000 ACQUIRED DISPOSED Over $1,000,000 NATURE OF INVESTMENT X Sale Proprietorship ❑ Partnership ❑ Other YOUR BUSINESS POSITION Attorney/Owner ❑ $0 - $499 ❑x $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 Check one box: ❑ INVESTMENT K❑ REAL PROPERTY Name of Business Entity pt Street Address or Assessor's Parcel Number of Real Property rental condo. Description of Business Activity or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 © $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ® Property Ownership /Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other Yrs. remaining © Check box if additional schedules reporting investments or real property are attached FPPC Form 700 (200812009) Sch. A -2 FPPC Toll -Free Helpline: 866 /ASK -FPPC www.fppc.ca.gov SCHEDULE B Interests in Real Property (Including Rental Income) ► STREET ADDRESS OR PRECISE LOCATION CITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ slo,00l - sloo,000 Q $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST IN Ownership /Deed of Trust ❑ Leasehold :AP IC AEIL,,E LI §T DATE: ACQUIRED DISPOSED ❑ Easement Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ 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 $10,000 or more. Law Office is 14.49% of my home (fmv $600,000) thus $86.940 is fmv of home office Name Jan Howell Marx ► STREETADDRESS OR PRECISE LOCATION CITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $1Q001 - $100,000 Q $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST ❑X Ownership /Deed of Trust IF APPLICABLE, LIST DATE: _J_ J_0_ J_ /–"— ACQUIRED DISPOSED ❑ Easement ❑ Leasehold ❑ Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $490 ❑ $500 - $1,000 Q $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ 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 $10,000 or more. rental income is less than $10,000 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 ACTIVITY OF LENDER INTEREST RATE TERM (MonthsNears) T_% ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $509 - sl,000 ❑ $1.001 - slo,000 ❑ $10,001 - $100,000 ❑ OVER $100.000 ❑ Guarantor, if applicable Comments: NAME OF LENDER' ADDRESS BUSINESS ACTIVITY OF LENDER INTEREST RATE TERM (MonthsNears) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - S1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (200812009) Sch. B FPPC Toll -Free Helpline: 866 /ASK -FPPC w Sppc.ca.gov SCHEDULE B Interests in Real Property (Including Rental Income) ► STREET ADDRESS OR PRECISE LOCATION CITY San Luis Obispo CA 93401 FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 EK $10,001 - $100,000 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST g Ownership /Deed of Trust ❑ Easement ❑ Leasehold ❑ Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 Q $10,001 - $100,000 ❑ 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 $10,000 or more. Rental income is less than $10,000 Name Jan Howell Marx ► STREETADDRESS OR PRECISE LOCATION CITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST ❑ Ownership /Deed of Trust IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED ❑ Easement ❑ Leasehold ❑ Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100.000 ❑ 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 $10,000 or more. (I * 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' NAME OF LENDER' ADDRESS ADDRESS BUSINESS ACTIVITY OF LENDER BUSINESS ACTIVITY OF LENDER INTEREST RATE TERM (MonthsNears) INTEREST RATE TERM (Months/Years) ❑ None % ❑ None HIGHEST BALANCE DURING REPORTING PERIOD HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable ❑ Guarantor, if applicable Comments: FPPC Form 700 (200812009) Sch. B FPPC Toll -Free Helpline: 866 /ASK -FPPC www.fppc.ca.gov SCHEDULE C . • r . - Income, Loans, & Business Positions Name (Other than Gifts and Travel Payments) Jan 7Howell NAME OF SOURCE OF INCOME City of San Luis Obispo ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE Service on City Council YOUR BUSINESS POSITION City Council Member GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10,000 ® $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ® Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Sale of (Property, car . beat, etc.) ❑ Commission or ❑ Rental Income, list each se,ece of $10,000 or more ❑ Other (Describe) NAME OF SOURCE OF INCOME Law Offices of Jan Howell Marx ADDRESS BUSINESS ACTIVITY. IF ANY. OF SOURCE law practice YOUR BUSINESS POSITION attorney /owner GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑X $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Sale of (Property, car boat etc) ❑ Commission or ❑ Rental Income, list each source of slo.00o or more Other attorney's fees (Describe) 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 ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street (Describe) FPPC Form 700 (2008/2009) Sch. C FPPC Toll -Free Helpline: 866 /ASK.FPPC w Jppc.ca.gov SCHEDULE C • • r • Income, Loans, & Business ' Positions Name (Other than Gifts and Travel Payments) Jan Howell Marx NAME OF SOURCE OF INCOME ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ $500 - $7,000 ❑ $1, 1 - $10,000 ❑ $10,001 - $100,000 ❑ ER $100,000 CONSIDERATION FOR WHI INCOME WAS RECEIVED ❑ Salary ❑ Spouse' or registered domestic partner's income ❑ Loan repayment ❑ Sale of 0 0 (Prapeny cac boor etc) ❑ Rental Income, list each source or $10,000 or more NAME OF SOURCE OF INCOME Social Security Administration ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE retirement benefits YOUR BUSINESS POSITION retired as of July 1, 2010 GROSS INCOME RECEIVED ❑ $500 - $1,000 ® $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Sale of (Property, car boor, etc.) ❑ Commission or ❑ Rental Income, list each source of 310,000 u, more XJ other retirement benefits (Describe) * You are not required to report leans 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 ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $10o,0oo ❑ OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property Street address ❑ Guarantor ❑ Other City (Describe) FPPC Form 700 (200812009) Sch. C FPPC Toll -Free Helpline: 866 /ASK -FPPC w Jppc.ca.gov SCHEDULE C MUNIjUS • r • Income, Loans, & Business ON Positions Name (Other than Gifts and Travel Payments) I Jan Howell Marx NAME OF SOURCE OF INCOME Cal Poly State University ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE Higher Education YOUR BUSINESS POSITION Spouse is partly retired faculty member GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10,000 ® $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ® Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Sale of (Properly. car, boar, etc) ❑ Commission or ❑ Rental Income, tisl each source of $10,000 or more ❑ Other NAME OF SOURCE OF INCOME Cal Pars Pension ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE pension YOUR BUSINESS POSITION Spouse is pensioner GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑X $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary X Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Sale of (property cat boat ere.) ❑ Commission or ❑ Rental Income, List each source of 310,000 or more ❑ Other (Describe) 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 ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 Comments: INTEREST RATE TERM (MonthsNears) ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property strecr address City ❑ Guarantor ❑ Other (Describe) FPPC Form 700 (2008/2009) Sch. C FPPC Toll -Free Helpline: 866 /ASK -FPPC www.fppc.ca.gov