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Home My WebLink About2022-08-15 Form 700 - TrubeeSTATEMENT OF ECONOMIC INTERESTS hate Initial Piling Received COVER PAGE R E C E I V'E 0 ,t U_a Only CITY CLERK'S OFFICE A PUBLIC DOCUMENT BALM DESERT, CA Please type or print in ink. 7f117Al Ir. 153 PM 1: 15 NAME OF FILER (LW (FIRST) (111011MLE) Trubee Evan Bruce 1. Office, Agency, or Court Agency Name (Do not use acronyms) City Of Palm Desert Division, Board, Department, District, if applicable Your Position City Council District 2 Candidate ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: 2. Jurisdiction Of Office (Check at feast one box) state L Multi -County NJ City of Palm Desert 3. Type of Statement (Check at least one box) ,,,j 'Annual: The period covered is January 1, 2021, through December 31, 2021. -or- The period covered is L___ 1 through December 31, 2021. Assuming Office: Date assumed.. _ I _1 Position: [ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jursdicbon) L✓ County of [ Other ] Leaving Office: Date Left I I (Check one circle.) The period covered is January 1, 2021, through the date of leaving office. -ar- The period covered is I I , through the date of leaving office. it Candidate: Date of Election 2 and office sought, if dlfferont than Part 1: Schedule Summary (must complete) Schedules attached ► Total number of pages Including this cover page: Schedule A-1 - Investments — schedule attached [W Schedule A-2 - Investments — schedule attached ■ Schedule B - Real Property — schedule attached -or- ; None - No reportable inferests on any schedule Schedule C - Income, Loans, & Business Positrons — schedule attached Schedule D - Income — Gifts — schedule attached Schedule E - Income — Gilts — Travel Payments — schedule attached 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or AgencyAd"w Resoovneoded Public Document) Palm Desert CA 92261 ( 442 ) 666-4463 I 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 is true and Date Signed 9-12-22 Signature (Fie me odgftly signed statement *0 wx ft oftW ) FPPC Form 700 - Cover Page (2021/2022) advire"pc.ca.gov - 866.275-3772 - www.fppc.ca.gov Pap - 5 SCHEDULE A-1 CALIFORNIA 700 Investments I CCOMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Investments must be itemized. Evan Trubt?e Do not attach brokerage or financial statemen(s. ► NAME OF BUSINESS American Funds GENERAL DESCRIPTION OF THIS BUSINESS 401k FAIR MARKET VALUE $2.000 - $10,000 $10,001 - $100.000 $100,001 - S1,000,000 Over $1.000.000 NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE. t../21 .�� ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Edward .tones GENERAL DESCRIPTION OF THIS BUSINESS 529 Plan FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1.000,000 NATURE OF INVESTMENT ■ Stack Other (Describe) Partnership Income Received o1 $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 1 /21 I--j2j— ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10.000 $1001 - $100.000 ❑ $100,001 - $1,000,000 Over $1 000,000 NATURE OF INVESTMENT C Stock Other [ Partnership ! Income Received of $0 - $499 j Income Received of $500 or More (Roped an Schedule C) IF APPLICABLE, LIST DATE- 1 21 1. 121— ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE S2,000 - $10,0D0 $10,001 - $100,01D0 $100.001 - $1,000,000 Over S1,000,000 NATURE OF INVESTMENT Stock Other Desrnbe f Partnership Income Received of 50 - S499 Income Received of $500 or More (Repay on Schedule C) IF APPLICABLE, LIST DATE. �(21_ 1 121 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY FAIR MARKET VALUE $2,000 - $10,000 $10,001 - S100,000 S100,001 - $1,000,000 Over S1,000,000 NATURE OF INVESTMENT Stock Other (Describe) Partnersh p Income Received of $0 - $499 Income Received of $500 or More (Report an Schedule C) IF APPLICABLE. LIST DATE t. t2f /. t2i ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE [ $2,000 - $10,000 $10,001 - $100,D00 [ S1Do 001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT [ Stock Other (uescribe) [ Partnership _ Income Received of $0 - $499 Income Received of $500 or More (Repod on Sd)edute Q IF APPLICABLE, LIST DATE: t /211.21 ACQUIRED DISPOSED FPPC Form 700 - ScheduleA-1 (2021/2022) advice"pc.ca.gov • 866-27S-3772 • www.fppe.ca.gov Page - 7 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Big Wheel Tours Inc Name Palm Desert, CA 92261 Address (Business Address Acceptable) Check one I-] Trust, go to 2 Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Guided Tours and Bicycle Rentals FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0 - $1,999 I $2,000 - $10,000 !.r . �� ..rJ�2l I $10,001 - $100,000 ACQUIRED DISPOSED NJ $100,001 - $1,000,000 ! 3 Over $1,000,000 NATURE OF INVESTMENT Partnership J1 Sole Proprietorship Oftr YOUR BUSINESS POSITION Owner GROSS•ME RIECEIVED(INCLUOE YOUR-• RATA SHARE OF ••SS INCOME ig THE ENTITY1TRUST) $0 - $499 $10,001 - $100,000 n $500 - $1,000 OVER $100.000 n $1,001 - $10,000 11- 3. LIST THE NAME OF ••• OF INC OME OF r rrr OR MORE None or Names listed below LEASED By THE BUSINESS CNrITY 11� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HEIJ) OR TRUSV- Check one box: INVESTMENT REAL PROPERTY Name of Business Entity it Investment, QE Assessor's Parcel Number or Street Address of Real Property Description of Business Activity 9C City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $2,000 - $10,000 $10,001 - $100,000 —J—J211— —j--j2-l— L $100,1301 - $1,000,000 ACQUIRED DISPOSED L Over $1,000,000 NATURE OF INTEREST L Property OwnershiplDead of Trust Stock Partnership Leasehold Other Yrs. remaining (J Check box if additional schedules reporting investments or real property are attached CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Evan Trubee ;0, 1. BUSINESS ENTITY OR TRUST Name Address (Business Address Acceptable) Check one I ,1 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' $0 - S1 999 $2,000 - $10 000 1. /2j_ It 121_ $10,001 - $100,000 ACQUIRED DISPOSED I f $100,001 - $1,000,0.i0 ❑ Over $1,000,000 NATURE OF INVESTMENT L Partnership Sole Proprietorsh p YOUR BUSINESS POSITION GROSS2L IDENTIFY THE •ME RECEIVED (ItJCI-UDF YOUR•• RArA SHARE OF • • • $0 - $499 $10,001 - $100.000 $500 - $1,000 OVER $100.000 $1 001 - S10 000 1 LIST THE NAME OF •••SOURCE INCOMEr rrr OR MORE (AI-11 None or 7 Names listed below FIROPERIY HELD OR LEASED 13Y THE BUSINESS ENTITY OR TRUST Check one box; INVESTMENT REAL PROPERTY Name of Business Entity, it Investment, or Assessor's Parcel Number or Street Address of Real Property Description of Business Act" pS City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $2,000 - S10,000 $10,001 - $100,000 1 t2l /2j Lf $100,001 - $1,000,000 ACQUIRED DISPOSED Lf Over $1,000,000 NATURE OF INTEREST U Property OwnershiplDeed of Trust Stack Partnership Leasehold Other Yrs. remaining U Check box if additional schedules reporting investments or real property are attached Comments: FPPC Form 700 - Schedule A-2 1202V2022I advice@fppc.c•.gov • 866 27S-3772 • www.fppc.w.gov Page-9 SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITYPalmDesertDesert FAIR MARKET VALUE $2,000 - $10.000 S10.001 - $100,OOD r $100,001 - S1,000,000 Over $1,000,000 NATURE OF INTEREST a Ownership/Deed of Trust Leasehold Ym. remaining IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED n Easement Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED $0 - S499 $500 - $1,000 ❑ $1.001 - $10-000 $10,001 - S100,000 HOVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater Interest, list the name of each tenant that is a s ngle source of income of $10,000 or more. I I None ► ASSi SSOR-S PARCEL NUMBER OR STREET ADDRESS CITY FAIR MARKE- VALUE n $2.000 - S10,000 n s10,001 - $1oo,000 ❑ $100-001 - $1,000 000 ❑ Over $i,000.000 NATURE OF INTEREST n Ownership/Deed of Trust ❑ Leasehold Ym. remaining IF APPLICABLE, LIST DATE: --j—j2JL- —J—AL ACQUIRED DISPOSED Easement Other IF RENTAL'ROPERTY, GROSS INCOME RECEIVED $0 - S499 $5130 - $1,000 ❑ 51,D01 - $10.000 S10,001 • $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, None * You are not required to report loans from a commercial lending institution 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 TERM (Months/Years) °6 None HIGHEST BALANCE DURING REPORTING PERIOD S500 - S1,000 $1,001 - $10.000 $10.001 - $100,000 OVER $100,D00 Guarantor 0 applicable Comments: NAME OF LENDER* ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY OF LENDER INTEREST RATE -ERM (Months/Years; % None HIGHEST BALANCE DURING REPORTING PERIOD [] S500 - $1,0D0 $1 001 - $10 000 ❑ $10,001 - $100,000 OVER $100.000 Guarantor, If applicable FPPC Form 700 -Schedule 0 (2021/2022) advice@fppc.ca.gov • SW275.3772 • www,fW.ca.gov Page - 11