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700 Bettencourt 2020 from 01/01 - 12/31Schedule Summary (must complete) Total number of pages including this cover page: Schedules attached Schedule A-1 - Investments — schedule attached El Schedule A-2 - Investments — schedule attached El Schedule B - Real Property — schedule attached -or- None. No reportable interests on any schedule Schedule C - Income, Loans, & Business Positions — schedule attached Schedule D - Income — Gifts — schedule attached E Schedule E - Income — Gifts — Travel Payments — schedule attached Signature originally signed paper statement with your filing official) CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Please type or print in ink, NAME OF FILER (LAST) Bettencourt STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT (FIRST) (MIDDLE) Philip Francis RECEIVED Date Initial Filing Received Filing Official Use Only 2021 la_ JAN 0 6 CITY OF LA QUINTA isITV "PV Dr-PARTMENT 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Planning Commission Your Position Planning Commissioner t. 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 womb. Lii Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction) 0 County of 0 Other 0 Multi-County City of La Quinta 7-4 rs.) 3. Type of Statement (Check at least one box) El Annual: The period covered is January 1, 2020, through December 31, 2020. -or- The period covered is , through December 31, 2020. 111 Assuming Office: Date assumed _1_1 Lii Leaving Office: Date Left __1_1 (Check one circle.) 1=1 Ttie period covered is January 1, 2020, through the date of leaving office. -or- , LI The period covered is through the date of leaving office. Candidate: Date of Election and office sought, if different than Part 1. Verification MAILING ADDRESS STREET CT( STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 78-495 Calle Tampico La Quinta CA 92253 DAYTIME TELEPHONE NUMBER ( EMAIL ADDRESS mradeva@la-quinta.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 01-06-2021 (month, day, year) FPPC Form 700 - Cover Page (2020/2021) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -5 SCHEDULE A-1 Investments FAIR POLITICAL PRACTICES . Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Investments must be itemized. Bettencourt and Associat Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY Apple GENERAL DESCRIPTION OF THIS BUSINESS Listed stock for telephones, software, et ;d 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 ❑ Income Received of $0 - $499 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 $100,001 - $1,000,000 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: 1 120 1/20-- ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE $2,000 - $10,000 n $10,001 - $1o0,000 ❑ $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT Stock ❑ Other ( escnbe) Partnership [ Income Received of $0 - $499 E. Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED Comments No P. Bettencourt La Quinta income reportable ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE $2,000 - $1D,000 F1 $10,001 - $1o0,o00 $100,001 - $1,000,000 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: 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,ODo,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: 1 /20 -J /22 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,00, - $100,000 ❑ $100,001 - $1,000.000 Over $1,000,000 NATURE OF INVESTMENT Stock ❑ Other escnoe) ❑ Partnership ❑ Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: � /20 1 /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 A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) 1. BUSINESS ENTITY . TRUST - Bettencourt and Associates Name 14 Corporate Plaza, S. 120 1 NB 92660 Address (Business Address Acceptable) Check one ❑ Trust, go to 2 ❑X Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Development Planning FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0- $1,999 $2,000 - $10,000 ��ZSZ _J-l2SZ $10,001 - $100,000 ACQUIRED DISPOSED $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Partnership 0 Sole Proprietorship ❑ Other YOUR BUSINESS POSITION Co -Principal • ■ . . • • SHARE OF •SS INCOME IQ THE ENTITYFrRUST) $0 - $499 X $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 1- 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF INCOMEOF rrr OR MORE ❑ None or Q Names listed below Edwards Holdings LLC PROPERTY0- 4. INVESTMENTS AND INTERESTS IN REAL .. LEASED BY THE BUSINESS ENTITY OR TRUST 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 Q City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: r_; $2,000 - $10,000 ❑ $10,001 - $100,000 ��20 ��0 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other rrs rarneining ❑ Check box if additional schedules reporting investments or real property are attached Comments: No P. Bettencourt La Quinta income reportable CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION op. 1. BUSINESS ENTITY OR TRUST Name Bennion Deville Homes I Berkshire Hathaway HS Address (Business Address Acceptable) Check one ❑ Trust, go to 2 ❑X Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Sales Brokerages FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0 - $1,999 $2,000 - $10,000 I�ZQ ��Q $10,001 - $100,000 ACQUIRED DISPOSED $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Spouse Earnings ❑ Partnership ❑ Sole Proprietorship X❑ } 9F YOUR BUSINESS POSITION Contract sales person I No equib SHARE OF • • • THE ENTITY/TRUST) ❑ $0 - $499 ❑X- $10,o01 - $100,Ooo ❑ $500 - $1,000 ❑ OVER $100,000 j $1,001 - $10,000 1- 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF INCOMEOF $10,000 OR • None or L Names listed below ;7-4. INVESTMENTS AND INTERESTS IN REAL PROPERTY .. LEASED BY THE BUSINESS ENTITY OR TRUST 7?-7 one t5m ❑ 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 - $100,000 1 /20 -j--j�) ❑ $10o,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other Yrs- remalnlr}g ❑ Check box if additional schedules reporting investments or real property are attached FPPC Form 700 - Schedule A-2 (2020/2021) advice@fppc.ca.gov • 866-275-3772 - www.fppc.ca.gov Page - 9