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700 Bettencourt 2014 Assuming 07/01/2014CEIVE STATEMENT OF ECONOMIC INT150. . Date Received S OFFICE Use Only DOCUMENTA PUBLIC COVER PAGE nI� �H Please type or print in ink. [lI� " IPH 3; 53 NAME OF FILER (LAST) (FIRST) CITY(MIDDLE) Bettencourt Philip OFLAQUINTA l'.Al Icnn��. 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position Planning Commission Planning Commissioner ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: DNA 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Multi -County W City of La Quinta Position: ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2013, through ❑ Leaving Office: Date Left I I -or- December 31, 2013. (Check one) The period covered is —lam through O The period covered is January 1, 2013, through the date of December 31, 2013. leaving office. ❑ Assuming Office: Date assumed 06 1 30 1 2014 O The period covered is 1. 1 through the date of leaving office. ❑ Candidate: Election year and office sought, if different than Part 1: 4. Schedule Summary Check applicable schedules or "None." Po. Total number of pages including this cover page: 7 © Schedule A-1 - Investments – schedule attached Schedule C - Income, Loans, & Business Positions – schedule attached W1 Schedule A-2 - Investments – schedule attached Schedule D - Income – Gifts – schedule attached © 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 or Agency Address Recommended - Public Document) 78-495 Calle Tampico La Quinta Ca 92253 DAYTIME TELEPHONE NUMBER E-MAIL ADDRESS (OPTIONAL) ( 949 ) 720-0970 Philip@Bettencourtplans.com 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 correct. "V�Date Signed 07/01/2014 Signature v - (month, day, year) (Filelthe originally signed statement with your filing official) FPPC Form 700 (2013/2014) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. D� NAME OF BUSINESS ENTITY Bettencourt & Associates GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Development Planning FAIR MARKET VALUE ❑ $2,000 - $10,000✓❑ S10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Pesonal equity ❑ Stock ✓❑ Other (Describe) ❑ Partnership OQ Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _I_ . 13 /_13- ACQUIRED _l_�13ACQUIRED DISPOSED D NAME OF BUSINESS ENTITY City of La Quinta Redev Agency Bonds GENERAL DESCRIPTION OF THIS BUSINESS Municipal services FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑✓ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENTBOndS ❑ Stock ❑✓ Other (Describe) ❑ Partnership O Income Received of $0 - $499 OQ Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —I— .13 11 (08/13 ACQUIRED DISPOSED D 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 $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of SO - $499 O Income Received of 5500 or More (Report on schedule c) IF APPLICABLE, LIST DATE: _1_ , 13 —J—J 13 ACQUIRED DISPOSED Comments: Name Philip F.Bettencourt P NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - s100,000 ❑ $100,001 - s1,000,0o0 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —J—J 13 1./ 13 ACQUIRED DISPOSED D NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - S100,000 ❑ $100,001 - $1,Oo0,o00 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: _/ 1. 13 �_� 13 ACQUIRED DISPOSED D 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 $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $o - S499 O Income Received of $500 or More (Report on schedule c) IF APPLICABLE, LIST DATE: 1 13 _�_i 13 ACQUIRED DISPOSED FPPC Form 700 (2013/2014) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) OR TRUST .CV'1j:,;S`USINESS. ENTITY Name 33 -1`�;---37'? ma Address (Business Address Acceptable) Check one ❑ Trust, go to 2 DIB.Zess Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $0 - $1,999 ❑ $2,000 - $10,000 _/___/ 13 /.13 0 $10,001 - $100,000 ACQUIRED DISPOSED 0 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership M Sole Proprietorship ❑ Other YOUR BUSINESS POSITION�- $0 - S499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER 5100,000 ❑ S1,001 - $10,000 None Check one box_ ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - S10,000 ❑ $1o,001 - $100,000 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over 51,000,000 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 'CALIFORNIA FORM 700-_ FAIR POLITICAL PRACTICES COMMISSION 0-, 1. BUSINESS ENTITY OR fRUST Name Address (Business Address Acceptable) Check one ❑ Trust, go to 2 ❑ Business Entity, complete the box, then go to 2 F AL DESCRIPTION OF THIS BUSINESS ARKET VALUE IF APPLICABLE, LIST DATE: $1,999 ,000 - $10,000 _/--- / 13 _t. 1.13 ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION I Ila ❑$0 - $ass ❑ $10,001 - $100,000 El$500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 None Check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property 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 - $100,00o 13 ❑ $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 Z1 _ Comments: & kZZ V/JAIL I) / L L.! `\-f- 4�,�?� FPPC Form 700 (2013/2014) Sch. A-2 FPPC Advice Email: advice@fppc.ca.gov FPPCToll-FreeHelpline:866/275-3772 www.fppc.ca.gov SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OFINTEREST ❑ Ownership/Deed of Trust IF APPLICABLE, LIST DATE: --/--J-13 --/--J-13 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. ❑ None I ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 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: -J---/-13 --/--J--13 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. ❑ None 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 (MonthsNears) HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable NAME OF LENDER' ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE ❑ None TERM (MonthsNears) HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,00l - $1o,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable Comments: 6g��- (��`Z a `,'tLe 1G,�✓ FPPC Form 700 (2013/2014) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 wwwfppc.ca.gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME ADDRESS (B DDRESS(Bu—siinness Address /Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION 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�� Shp❑ Partnership Sale of ►✓C/4�� ­:�5 (Real properly, car, boat, etc.) ❑ Commission or ❑ Rental Income, list each source of $10,000 or mon; H15tther / ` cam— V °'� �� Z (Describe) Name NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION 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 ❑ Partnership ❑ Sale of (Real property, car, boat, etc.) ❑ Commission or ❑ Rental Income, list each source of 510,000 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 Address Acceptable) 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 INTEREST RATE TERM (Months/Years) ❑ None SECURITY FOR LOAN ❑ None . ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other v �-y Comments: I./ address city (Describe) FPPC Form 700 (2013/2014) Sch. C FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/27S-3772 www.fppc.ca.gov SCHEDULE D Income — Gifts Name ► NAME OF SOURCE (Not an Acronym) ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mmidd/yy) VALUE DESCRIPTION OF GIFT(S) DATE (mm/ddiyy) VALUE DESCRIPTION OF GIFT(S) /—J $ —/—J $ ► NAME OF SOURCE (Not an Acronym) ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) ► NAME OF SOURCE (Not an Acronym) ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) Comments: a'� E– A" 16q. � � iy C – ti�i m FPPC Form 700 (2013/2014) Sch. FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE E Income — Gifts Travel Payments, Advances, and Reimbursements aName • Mark either the gift or income box. • Mark the "501(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. These payments are not subject to the $440 gift limit, but may result in a disqualifying conflict of interest. ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) DATE(S): _/_/ - _J_/ AMT. $ (If gift) TYPE OF PAYMENT. (must check one) ❑ Gift ❑ Made a Speech/Participated in a Panel ❑ Other - Provide Description ❑ Income NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) DATE(S): _/_/ - _/_/_ AMT: $ (if gift) TYPE OF PAYMENT: (must check one) ❑ Gift ❑ Made a Speech/Participated in a Panel ❑ Other - Provide Description ❑ Income ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) DATE(S): _/_J - AMT: $ (If gift) TYPE OF PAYMENT: (must check one) ❑ Gift ❑ Made a Speech/Participated in a Panel ❑ Other - Provide Description ❑ Income ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) DATE(S): _)_/_ - _/_/ AMT: $ (lf gift) TYPE OF PAYMENT. (must check one) ❑ Gift ❑ Made a speech/Participated in a Panel ❑ Other - Provide Description - ❑ Income Comments: FPPC Form 700 (2013/2014) Sch. E FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov