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Home My WebLink About2014-07-17 Form 700 - JonathanCALIFORNIA FORmSTATEMENT OF ECONOMIC INTERESTS Date Received official Llso Ono FAIR P01.111CAI PRACTI(TS COMMISSION A PUBLIC DOCUMENT COVER PAGE 14 JUL 17 PM 12: 21 Please type or print in ink. NAME OF FILER (LAST) (FIRST) (MIDDLE) Jonathan Sabby None 1. Office, Agency, or Court Agency Name � Palm Desert City Council Division, Board, Department, District, if applicable Your Position o If filing for multiple positions, list below or on an attachment. Agency: 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Multi -County ❑x City of Palm Desert Member of the City Council Position: ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other I Type of Statement (check at least one box) ❑ Annual: The period covered is January 1, 2011, through ❑ Leaving Office: Date Left I -or- December 31, 2011. (Check one) The period covered is —J I through O The period covered is January 1, 2011, through the date of December 31, 2011. leaving office. ❑ Assuming Office: Date assumed ❑x Candidate: Election Year 2014 O The period covered is _ the date of leaving office. Office sought, if different than Part 1: 4. Schedule Summary Check applicable schedules or 'None." ► Total number of pages including this cover page. through ❑ Schedule A-1 - Investments - schedule attached ❑x Schedule C - Income, Loans & Business Positions - schedule attached ❑X Schedule A-2 - Investments - schedule attached ❑ Schedule D - Income - Gifts - schedule attached ❑X Schedule B - Real Property- schedule attached ❑ Schedule E - Income - Gifts - Travel Payments - schedule attached ,or" El None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business orAgency Address Recommended • Public Document) 73301 Desert CA 92260 ( 760 ) .org 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. . acknowledge this is a public docuVM9'K I certify under penalty of perjury under the laws of the State of California that the foregoing is true anti correct. 1 Signed July 17, 2014 Signature (month, deb( year) ' FPPC Form 700 (2011/2012) FPPC Tot° -Free He p ne 866/275-3772 www fppc ca.gov SCHEDULE A-2 Investments, Income, and Assets <BLUE> is a required field of Business Entities/Trusts (Ownership Interest is 10% or Greater) • Select from drop down list 1. Business Entity or Trust 2 Gross Income Received 3. Sources of Income of $10,000 or more 4. Investments or Interests in Real Property Held by the Business Entity or Trust (Use a separate line for each Investment or real property interest) NAME AND ADDRESS OF BUSINESS GENERAL LIST DATE ACQUIRED NATURE OF A YOUR INCLUDE YOUR PRO RATA LIST SINGLE INVESTMENT- REAL PROPERTY- LIST DATE NATURE OF ENTITY OR TRUST DESCRIPTION OF FAIR MARKET OR INVESTMENT or BUSINESS SHARE OF SOURCES OF BUSINESS LIST PRECISE ACQUIRED FAIR MARKET A INTEREST (bus/noes Address Acceptable) BUSINESS VALUE' DISPOSED (if "other," D POSITION GROSS INCOME OF ENTITYINAME, AND LOCATION OF OR VALUE' or (H "other," If Trust, o to 2 ( 9 ) ACTIVITY (mrNddl2011) describe)' INCOME TO $10,000 OR MORE BUSINESS ACTIVITY REAL PROPERTY DISPOSED D describe)' ENTITY/TRUST• (nvWdd/2011) Jonathan & Associates. Inc. CPA Firm Over Corporation Employee Over $100,000 Wages and $1,000.000 Dividends S & W Investment Group, LLC Real Estate Over Partnership Member $10,001- Distributions Rental Property 73301 Fred Over Ownership/Deed $1,000,000 $100.000 Waring Drive, $1.000,000 of Trust Palm Desert, CA J & W A .ocrates, LLC Real Estate $100,001 - Partnership Member $10,001- Distributions Rental Property 42600 Caroline $100,001 - Ownership/Deed $1,000,000 $100,000 Court, Palm $1,000,000 of Trust Desert. CA Cook Street Associates, LLC Real Estate $100,001 - Partnership Member $10,001- Distributions Rental Property 42829 Cook $100,001 - Ownership/Deed $1,000,000 $100.000 Street, Palm $1.000,000 of Trust Desert, CA Desert A sociates, LLC Real Estate $100,001 - Partnership Member $10,001- Distributions Rental Property 73271 Fred $100,001 - Ownership/Deed $1,000000 $100,000 Waring Drive, $1,000,000 of Trust Palm Desert, CA North Sphere Associates, LLC Real Estate $100,001 - Partnership Member $10,001- Distributions Rental Property 73750 Spyder $100,001 - Ownership/Deed $1,000,000 $100.000 Circle, Palm $1,000,000 of Trust Desert. CA 73760 Spyder $100,001 - Ownership/Deed Circle, Palm $1,000,000 of Trust Desert, CA Manufacturing Road Investors, Real Estate $100,001 - Partnership Member $10,001- Distributions Rental Property 72265 $100,001 - Ownership/Deed LLC $1,000,000 $100,0D0 Manufacturing $1.000.000 of Trust Road, Thousand Palms, CA FPPC Form 700 (2011/2012) Sch. A-2x FPPC Toll -Free Helpline: 866/ASK-FPPC www.fopc.ca.gov <BLUE> is a required field Select from drop down list SCHEDULE B Interests in Real Property (Including Rental Income) -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 dislclosed as follows: Real Property Disclosure Lender Disclosure STREET ADDRESS OR LIST DATE A NATURE OF IF RENTAL PROPERTY, SOURCE OF NAME AND ADDRESS FAIR MARKET PRECISE LOCATION AND ACQUIRED OR or INTEREST* LIST GROSS RENTAL INCOME OF LENDER* (Business INTEREST BUSINESS TERM HIGHEST CITY VALUE* DISPOSED D (if "other," describe) INCOME OF $10,000 OR Address Acceptable) RATE ACTIVITY, IF ANY o (Mos/Yrs) BALANCE* AND GUARANTOR, IF (mm/dd/2011) MORE N RECEIVED* ANY 73301 Fred Waring Over $1,000.000 Ownership/Deed $10,001- Jonathan & Drive, Palm Desert of Trust $100,000 Associates, Inc., HomeSmart Professionals 42600 Caroline Court, $100,001 - Ownership/Deed $10,001- CPMC Realty, Palm Desert $1.000,000 of Trust $100,000 Easy Speech Pathology 42829 Cook Street, Palm $100,001 - Ownership/Deed $10,001- Golf Alley, Jayne Desert, CA $1,000,000 of Trust $100,000 Alberts, Nolte Engineering 73271 Fred Waring $100,001 - Ownership/Deed $10,001- Evans Eyecare, Drive, Palm Desert, CA $1,000,000 of Trust $100,000 Jay Roberts M.D., Praxis Management 73750 Spyder Circle, $100,001 - Ownership/Deed $10,001- Desert Stone Palm Desert, CA $1,000,000 of Trust $100,000 FPPC Form 700 (2011/2012) Sch. Bx FPPC Toll -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov <BLUE> is a required field Select from drop down list SCHEDULE B Interests in Real Property (Including Rental Income) Name -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 disiclosed as follows: Real Property Disclosure Lender Disclosure STREET ADDRESS OR LIST DATE A NATURE OF IF RENTAL PROPERTY, SOURCE OF NAME AND ADDRESS FAIR MARKET PRECISE LOCATION AND ACQUIRED OR or INTEREST* LIST GROSS RENTAL INCOME OF LENDER' (Business INTEREST BUSINESS TERM HIGHEST CITY VALUE' DISPOSED (mm/dd/2011) D (if "other," describe) INCOME OF $ OR AddreAtbl Address Acceptable) ACTIVITY, IF ANY RATE (Mos/Yrs) BALANCE* AND GUARANTOR, IF (�,) RECEIVED' ORE MORE ANY 73760 Spyder Circle, $100,001 - Ownership/Deed $10,001- Ben Clymer's Palm Desert, CA $1,000,000 of Trust $100,000 Auto Body Shop 72265 Manufacturing $100,001 - Road, Thousand Palms, $1,000,000 CA Ownership/Deed $10,001- Conserve of Trust $100,000 LandCare FPPC Form 700 (2011/2012) Sch. Bz FPPC Tall -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov <BLUE> is a required field Select from drop down list SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) Nam e --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: 1. Income Received 12. Loans Received or Outstanding CONSIDERATION NAME AND ADDRESS GROSS (B usiness NAME AND ADDRESS BUSINESS YOUR BUSINESS FOR WHICH INCOME OF LENDER"" BUSINESS HIGHEST INTEREST TERM SECURITY FOR LOAN INCOME ress Acceptable) RATE OF SOURCE ACTIVITY,, IF ANY POSITION ' WAS RECEIVED* AddAACTIVITY, IF ANY BALANCE- (Mos/Yrs) REAL PROPERTY RECEIVED (if "other," describe) AND GUARANTOR, IF N ADDRESS/OTHER INFORMATION' ANY Jonathan & CPA Firm Employee Over Salary & Dividends Associates, Inc. $100,000 S & W Investment Real Estate Member $10,001- Partnership Group, LLC $100,000 J & W Associates, Real Estate Member $10,001- Partnership LLC $100,000 Cook Street Real Estate Member $10,001- Partnership Associates, LLC $100,000 Desert Associates, Real Estate Member $10,001- Partnership LLC $100,000 J & W Associates, Real Estate Member $1,001- Partnership LLC $10,000 Manuracturing Road Real Estate Member $10,001- Partnership Investors, LLC $100,000 North Sphere Real Estate Member $10,001- Partnership Associates, LLC $100,000 Jonathan & CPA Firm Owner Over Salary Associates Inc. $100,000 FPPC Form 700 (2011/2012) Sch. Cx FPPC Toll -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov