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700 Moreno 2020 - Leaving Office 06-05-2020RECEIVED STATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received • - • - _:. _ = Only FAIR POLITICAL PRACTICES COMMISSION COVER PAGE G 2021,1, A PUBLIC DOCUMENT CITY OF LA OIJINTA Please type or print in ink. [CITY CLERK 1 NAME OF FILER (LAST) (FIRST) (MIDDLE) Moreno Anthony _---------------------------------------- 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position Community Resources Department Public Safety Analyst ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Multi -County ❑E] City of La Quinta 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2020, through December 31, 2020. .or - The period covered is December 31, 2020. ❑ Assuming Office: Date assumed . 1 I ❑ Candidate: Date of Election 4. Schedule Summary (must complete) Schedules attached ❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other %1 Leaving Office: Date Left 06 105 12020 (Check one circle.) through • The period covered is January 1, 2020, through the date of leaving office. .or- 0 The period covered is I I through the date of leaving office. and office sought, if different than Part 1 ► Total number of pages including this cover page: ❑■ Schedule A-1 - Investments — schedule attached ❑ Schedule A-2 - Investments — schedule attached ❑ Schedule B - Real Property — schedule attached -or- ❑ None - No reportable interests on any schedule 5. Verification ❑■ Schedule C - Income, Loans, & Business Positions — schedule attached ❑ Schedule D - Income — Gifts — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 78495 Calle Tampico La Quinta CA 92253 DAYTIME TELEPHONE NUMBER EMAIL ADDRESS (760 ) 777-7027 amoreno@laquintaca.gov 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. Date Signed 02/22/2021 Signature (month, day, year) (Fife the ong nafly syoned paper slatement with yourMing FPPC Form 700 - Cover Page (2020/2021) advice@fppc.ca.gov - 866-275-3772 - www.fppc.ca.gov Page - 5 SCHEDULE A-1 CALIFORNIA O. Investments FAIR POLITICAL PRACTICES , Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY VT Pimco High Yield GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan FAIR MARKET VALUE ❑ $2,000 - $10,000 $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Bond Fund ❑ 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 /20 /21-- ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Vantage Point Growth R1 GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan FAIR MARKET VALUE ❑ $2,000 - $10,000 © $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT US Stock ❑ 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: ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10.001 - $100,000 ❑ $100,00, - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other ( escn e) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _1 /20 / i20 ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY VT T. Rowe Price Growth Stock GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan 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 $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 1 /20 /20 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY VT Puritan Fund GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan FAIR MARKET VALUE ❑ $2,000 - $10,000 Q $10,001 - $100,000 ❑ $100,001 - $1,000,0o0 ❑ 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: � /20 --j--j20 ACQUIRED DISPOSED ► 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 escn e ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE / /20 /20 ACQUIRED DISPOSED FPPC Form 700 -Schedule A-1(2020/2021) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 7 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Sheila Moreno ADDRESS (Business Address Acceptable) 78495 Calle Tampico, La Quinta, CA 92253 BUSINESS ACTIVITY, IF ANY, OF SOURCE In Home Supportive Services -Care Dependent Adult YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 _!N] $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 (For self-employed use Schedule A-2 ) ❑ Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2 ) ❑ Sale of ❑ Loan repayment ❑ Commission or (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more Name NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $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 (For self-employed use Schedule A-2 ) ❑ Partnership (Less than 10% ownership For 10% or greater use Schedule A-2 ) ❑ Sale of . (Real property, car, boat, etc.) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source of $10,000 or more (Describe) ❑ Other I I ❑ Other (Describe) (Describe) LOANSOR OUTSTANDING DURING THE REPORTING•D * 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 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 Comments - INTEREST RATE TERM (MonthsNears) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 - Schedule C (2020/2021) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 13