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HomeMy WebLinkAbout2022-08-08 Form 700 - GarciaSTATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received Fthng Off iel Use Only COVER PAGE RECEIVED A PUBLIC DOCUMENT �PALMDESER , CAS Please type or print in Ink NAME OF FILER (LAST) (FRM Cs--AX ! C' A'n i- of eD fit/ A. 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Palm Desert 64 N L Cr) Al r) l 0 /1 7- Division, Board, Departrnent, District, if applicable Your Position ► ff filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: 2. Jurisdiction of Office (Check at least one box) State i MUM -County Position: Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction) County of M City of Palm Desert Other 3. Type of Statement (check at lessf one box) jj Annual: The period covered is January 1, 2021, through December 31, 2021. -or- The period covered is —Jamthrough December 31, 2021. El Assuming Office: Date assumed —JI Leaving Office: Date Left I I (Check one circle.) ❑ The period covered is January 1, 2021, through the date of -or- leaving office, f The period covered is _ J I through the date of leaving office. [! Candidate: Date of Election and office sought, if different than Part 1: Schedule Summary (must complete) Schedules attached ► Total number of pages Including this cover page:_ El Schedule X1- Investments — schedule attached ❑ Schedule X2 - lrlvmfm rd8 — schedule attached ❑ Schedule 8 - Real Property— schedule attached -or- ❑ None - No reportable interests on any schedule 5. ❑ schedule C - Income, Loans, & Business PosNons — schedule attached ❑ Schedule D - Income -- Gilts — schedule attached ❑ Schedule E - income — Gift — Travel Payments — schedule attached Verification MAILING ADDRESS STREET CITY STATE ZIP CODE ftmhass orAgerrcy Address Rewm aided - Public Dpcum no 4 y �-ems < CA 17 6 a n,,.< MR1Auuratm;s 76 o) 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 admowtedge this is a public document. 1 certify under penally of perjury under the laws of the State of California that tha forrgoing Is true and correct. Date Signed i 2'Z Signature mon R xl'e fFAolhearigYrabe+P� 700 - Cover Pegs (2021/2022) a tdvioe®rPPam.gov • 866.2754M • www.fppc.m.gov Page- 5 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY If: I Det t7y 1NVLfT;RGwT5- _ GENERAL DESCRIPTION OF THIS BUSINESS F- N ►'NCI' AZ SEYt v c Es' FAIR MARKET VALUE �sz,00a - $10,000 ❑ $10,001 - $100.000 $100,001 - 91,000,000 ❑ Over 31,000,000 NATURE OF INV STMENT El Stock VS Other v L 14 oomlt* ❑ Partnership ❑ income Received of $0 - $490 ❑ Income Received of S600 or More (Roper on Samme C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ S2,000 - $10,000 ❑ sio,col - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other {oeernbej Partnership ❑ Income Received of $0 - $499 ❑ Income Received of $600 or More (Rwd on Sdmdwe C) IF APPLICABLE, LIST DATE. ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2.000 - $10,000 ❑ $10,001 - $100.00o f J $100.001 - S1,000,000 ❑ Over $1.000.000 NATURE OF INVESTMENT ❑ Stock ❑ Other Pe"Aambip C) Income Received o1 so - s499 ❑ Income Received of $500 or More (lepwt on sdwwe C) IF APPLICABLE, LIST DATE: 1,_ 11 1 121 AGQWRED DISPOSED Comments: to - GENERAL DESCRIPTION OF THIS BUSINESS FAIR RKET VALUE [ $2,000 - $10.000 [ $10,001 - $100,000 [ 3100,001 - ti1,000,000 [ Over $1.000.000 NATURE OF INVESTMENT [ Stock ❑ Other 1 [ Partnership ❑ Income Received of $0 - $499 ❑ Income Received of $600 or More (Report an aUw&fe C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY t�7��L�7��7��:11�-JriI•I.TT3i:lf-�I�f iI:l�� FAIR MARKET VALUE C $2,000 - $10,000 $10,001 - $100.000 C s1o0,001 - 61,000,00D ; _ Over $1.000,000 NATURE OF INVESTMENT [ Stock ❑ Other (te) [ Partnership Inmme Received of $0 - $409 Inoome Received of $500 or More purport on schKk6 c) IF APPLICABLE, LIST DATE: - - 1 121 1. al ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE C $2.000 - $10.000 r slo.00l . slao.000 L s10o,001 - s1 000,o00 Over $1,000.000 NATURE OF INVESTMENT [ Stock Other [ P8ft8rshlP ❑ Income Rscelved of $0 - $499 ❑ income Received of s5o0 or More rRepo,r on Seaedk& C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED FW Form 700 - Schedule A-1 (2021/2022) e4 vloE!Mpac140v 0 966-275.3M a wwwJpp&=.jov SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) roc r 4 1c se —A rL c rt JArrn c 1 /-, 7-s name % 1 11: / t 61co, D&j 0vr; G ,4 Address (Busimess Address Acceptable) Check one / El Trust go to 2 2 Nusiness Entity, Complete the box, then go t0 2 GENERAL DESCRIPTION OF THIS BUSINESS j?'�µKK�-r�ty� �GJ'E�►�cN S'E?tvt(Ef FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0 - $1,999 $2,000 - $10,000 �1J?.7L _- J 21— $10,001 - $100,000 ACQUIRED DISPOSED $100,001 - $1,000,000 ❑ Over $1,000.000 NATURE OF INVESTMENT Q[/ � . 6w j aj H tP El Partnership [� O /- 1 Sole Proprietorship Uther BUSINESS POSITION C e 0 L-i $0 - $499 ❑ $10,001 - $100,000 ❑ $600 - $1,000 ® OVER $100 000 ❑ $1,001 - $10,000 None or X'. Names listed below J IfS DS/ 1" 14 w one box. (INVESTMENT REAL PROPERTY Name of Business Entity. if Investment, gr Assessor's Parcel Number or Street Address of Real Property Description of Business Activity gj CNy or Other Predse Location of Real Property FAIR MARKET VALUE $2.000 - $10,000 $10.001 - $100 000 $100,001 - $1,000,000 Over $1,000,000 NATURE OF INTEREST ❑ Property Ownershipmeed of Trust IF APPLICABLE, LIST DATE. ACQUIRED DISPOSED 1 Stock Partnership ❑ Leasehold Other YM renleirNrlg ❑ Check box if additional edules reporting investments or real property are attached Name 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 FAIR MARKET VALUE IF APPLICABLE. LIST DATE: s0 - $1,999 $2,000 - $10,000 f� -r ��r11 $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole ProprieWrahip Diller YOUR BUSINESS POSITION ❑ $0 - $499 $10,001 - $100,000 ❑$600 - $1.000 OVER $100.000 $1,001 - $10,000 or Names listed below G7WA one box. El INVESTMENT REAL PROPERTY Name of Business Err' if Investment, a( Assessor's Parcel Number or Street Address of Real Property Description of Business Acdivhy gt City or Other Precise Location of Real Property FAIR MARKET VALUE ❑$2,000 - $10400 $10,001 - $100,000 $100,001 - $1.000.000 ❑ Over;1,000,000 NATURE OF INTEREST ❑ Property Ownership/Deed of Trust IF APPLICABLE, LIST DATE: t_/:.L —J--J=— ACQUIRED DISPOSED Stock Partnership n Leasehold Other tS�INf� ❑ Check box if additional schedules reporting Investments or real property are attached Comments: FPAC Form 700 -Schedule l62 (2021/2022) • advice ftpctra.gov • 866.27s-3772 • www.fppc.w.Vw Page - 9 SCHEDULE B Interests in Rea! Property (including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS cfA-t tK PELF ,-TC �+ �l' z Z FAIR MARKET VALUE $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 NATURE OF INTEREST CR OwnershiplDeed of Trust IF APPLICABLE, LIST DATE. —J--/Tt- _-___/--- At - ACQUIRED DISPOSED Easement Leasehold ❑ Yra. rernshkV IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $5w - sixo [:1 $1,001 - $1o,0o0 ❑ $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. None ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS b. 1V1 roD11-.a CA cl?I/ FAIR MARKET VALUE ❑ $2,000 - $10.000 ❑ $10.001 - $100,000 IN $100,001 - $1.000,000 ❑ Over $1,000,000 NATURE OF INTEREST g Ownership/Deed of Trust IF APPLICABLE, LIST DATE, ACQUIRED DISPOSED ❑ Easement Leasehold ❑ Yre. remaining 01har IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $498 ❑ $50o - $1,000 ❑ si.wi - s1Q000 ❑ $10,00, - $10o,o00 ❑ 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 (Susirress Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1.001 - $10,000 ❑ $10.001 - $100,000 ❑ OVER $100.000 0 Guarantor, If applicable Comments: NAME OF LENDER' ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % d None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1.001 - $10,000 ❑ $10,001 - $100,000 C OVER $100,000 ❑ Guarantor, if applicable FPK Form 700 - Schedule 6 t2021/20Z21 advio ftPLca-vv a 866-275-3772 • www.fpm ca.`ov Page -11 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME ADDRESS (Bus(ness Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ No Inoome - Business Position Only ❑ s500 - 51,00o ❑ S1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED [j Salary 71 Spouse's or registered domestic partners income (For self-employed use Schedule A-2 ) ❑ Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of (ROW property, car, boat ate) Loan repayment Commission or I Rental Income, AN each souoe ofs10,0a0 or more Other po-r e) NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable1 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ No Income - Business Position Only G moo - $1,000 ❑ $1.001 - $10,000 ❑ S10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary Spouse's or registered domestic partner's Income (For self-employed use Schedule A-2.) ❑ Partnership (Lou than 10% ownership. For 10% or greater use Schedule A-2.) ❑ sale of (ROW pmps*. ear, boat, etc) ❑ Loan repayment ❑ commission or ❑ Rental Income, hint eam source of S10,000 or more (�} I Other rr+be) You are not required to report loans from a commercial lending institution, 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 reoeived not in a lender's regular Course of business must be disclosed as follows: (ra—dbe) NAME OF LENDER' INTEREST RATE TERM (MonthslYears) ADDRESS (Boslness Address Acceptable)% 1_ j None SECURITY FOR LOAN BUSINESS ACTIVITY, IF ANY, OF LENDER ❑ None Personal residence HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1.000 ❑ shoot - s10,000 ❑ $10,001 - $100.000 ❑ OVER $100,000 Comments: Real Property Strset address Ei Guarantor r"1 Other (DO-rfbe} FPPC Farm 700 - Schodute C (2021/zou) r,dvtee6fppc.ea4w - 866-275-3772 . wwwr f0pc ce.giw Page - Is SCHEDULE D Income — Gifts ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptabb) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mmlddlyy) VALUE DESCRIPTION OF GIFT(S) J� S s ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mmlddlyy) VALUE DESCRIPTION OF GIFT(S) J�I S �J s ► NAME OF SOURCE (Nat an Acronym) ADDRESS (Business Address Acceptablb) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mmlddtyy) VALUE g s - E Comments; DESCRIPTION OF GIFT(S) ► NAME OF SOURCE (Nat an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (minlddlyy) VALUE ---J---J— a ► NAME OF SOURCE (Not an Acronym) DESCRIPTION OF GIFT(S) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mmlddtyy) VALUE I J, s 1 ► NAME OF SOURCE (Not an Acronym) DESCRIPTION OF GIFT(S) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, 1F ANY, OF SOURCE DATE (mmlddryy) VALUE DESCRIPTION OF GIFT(S) FPPC Form 700 - Schedule D (2D21J2022) advaaojPfpp_te.gov • 86&275-3772 • WWW.fpprce.pv Page -15 SCHEDULE E Income — Gifts Name Travel Payments, Advances, and Reimbursements • Mark either the gift or income box. - Mark the " b01(c)(3)" box for a travel payment received from a nonprofit 501 (c)(3) organization or the "Speech" box if you made a speech or participated In a panel. Per Government Code Section 89506, these payments may not be subject to the gift limit. However, they may result In a disqualifying conflict of interest. - For gifts of travel, provide the travel destination. ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE 501 (c)(3) or DESCRIBE BUSINESS ACTIVITY. IF ANY, OF SOURCE DATE(S):—J—J— - — —J AMT: S - -- (fON) 10- MUST CHECK ONE: , I Gift -or. Income Made a SpeedVParticipated In a Panel Other - Provide Description ► If Gift, Provide Travel Destination ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE 501 (c)(3) or DESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE AMT 1;_ (N gift) ■ MUST CHECK ONE plc[ -or- - Incorn0 Made a Speech/Participated in a Panel [� Other - Provide Description ► If Gift, Provide Travel Destination Comments: ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE 501 (c)(3) or DESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATES):—I---J 1--J— AMT. S (if gf) ► MUST CHECK ONE: Gift -or- Income Made a Speech/Participated in a Panel Other - Provide Description ► If Gift, Provide Travel Destination No NAME OF SOURCE (Nat an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE { 501 (c)(3)orDESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE(S):--J--, -/ - --I^/_ AMT it (ff gift) ► MUST GHEGK ONE. ; Gift -or- r Income Made a Speech/Participated in a Panel Other - Provide Description ► if Gift, Provide Travel Destination FPPC Form 700-Schedule E (2021/2022) advlae@ippcca-Rmr - 866275-3772 a www.fppc.cA.gov Page -17