Loading...
700 Bettencourt 2015 from 01/01 - 12/31CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION A PUBLIC DOCUMENT Please type or print in ink. NAME OF FILER (LAST) Bettencourt Digt, ni�lc Received STATEMENT OF ECONOMIC INTERESTS ITY OF LA i11iec COVER PAGE CALIFORNIA ?MA MAR ?Q? Am 9. 3G (MIDDLE) (FIRST) Philip Francis 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 Vice Chairman ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: DNA Position. DNA 2. Jurisdiction of Office (Check at least one box) 0 State ❑ Multi -County © City of La Quinta ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other 3. Type of Statement (Check at feast one box) © Annual: The period covered is January 1, 2015, through 0 Leaving Office: Date Left —J—/ December 31, 2015. (Check one) -or- The period covered is _J 1 , through December 31, 2015. ❑ Assuming Office: Date assumed —J—J ❑ Candidate: Election year Q The period covered is January 1, 2015, through the date of leaving office. •or - Q The period covered is through the date of leaving office. and office sought, if different than Part 1 Schedule Swnma_ry (must;complete) chedules- attached Schedule. A=1 = Investments -' schedule attached: m Schedule. A -2.' -:Investments - schedule attached JSchedule B - Real Property -schedule attached ►;:.Total number of pages including this cover page: ti Schedule Cl- Income, Loans, & Business Positions schedule. attached.. flj Schedule D -.income _ Gifts - schedule attached �°,Schedule.E = Income - Gifts -.Travel Payments – schedule attached ❑ None -..No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET (Business or Agency Address Recommended - Public Document) 78-495 Calle Tampico CITY La Quinta STATE Ca ZIP CODE 92253 DAYTIME TELEPHONE NUMBER ( 760 ) 777-7103 E-MAIL ADDRESS pnieto@la-quinta.org 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 Califomia that the foregoing is true an • correct. Date Signed 03/28/2016 Signature (month, day, year) ( the originally signed statement with your filing official) FPPC Form 700 (2015/2016) 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. ► NAME OF BUSINESS ENTITY Safeway Debentures GENERAL DESCRIPTION OF THIS BUSINESS Corporate Bonds FAIR MARKET VALUE • 02,000 - 010,000 0 0100,001 - 01,000,000 ® $10,001 - $100,000 0 Over $1,000,000 NATURE OF INVESTMENT Debentures 0 Stock ® Other (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 02 01 / 15 AC- QUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE 0 $2,000 - $10,000 0 $100,001 - $1,000,000 010,001 - 0100,000 ❑ Over $1,000,000 NATURE OF INVESTMENT fl Stock 0 Other (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 15 AC- QUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE 0 $2,000 - $10,000 0 $100,001 - $1,000,000 0 $10,001 - $100,000 0 Over $1,000,000 NATURE OF INVESTMENT O Stock ❑ Other (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _I / 15 ACQUIRED DISPOSED CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Philip Bettencourt ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE MI $2,000 - $10,000 • $10,001 - $100,000 • $100,001 - $1,000,000 • Over $1,000,000 NATURE OF INVESTMENT • Stock NI Other (Describe) • Partnership 0 Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _l_____J15 _j_/15 ACQUIRED DISPOSED I. 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 0 Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _____1_/15 _/_/15 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 0 Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 15 15 _/_I _/L ACQUIRED DISPOSED Comments' FPPC Form 700 (2015/2016) Sch. A-1 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) ► 1. BUSINESS ENTITY OR TRUST Name Bennion Deville Homes Name Bettencourt and Associates Address (Business Address Acceptable) Check one ❑ Trust, go to 2 0 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: NI $0 - $1,999 ■ $2,000 - $10,000 /_/ 15 /_/ 15 $10,001 - $100,000 ACQUIRED DISPOSED • $100,001 - $1,000,000 • Over $1,000,000 NATURE OF INVESTMENT NI Partnership iJ Sole Proprietorship M Other YOUR BUSINESS POSITION Co -Principal I. 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) I. 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA - SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) El III • $0 - $499 $500 - $1,000 $1,001 - $10,000 • N $10,001 - $100,000 OVER $100,000 I. 3. LIST THE NAME OF EACH INCOME OF $10,000 OR REPORTABLE SINGLE SOURCE OF MORE (Attach a separate sheet if necessary.) • NBR None or LLC 1 Legacy I4 Names Residential listed below Lido 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 - 510,000 In $10,001 - $100,000 / / 15 / / 15 • sioo,00i - $1,000,000 ACQUIRED DISPOSED II Over $1,000,000 NATURE OF INTEREST • Property Ownership/Deed of Trust • Stock • Partnership I. 4. INVESTMENTS AND INTERESTS LEASED BY THE BUSINESS IN REAL PROPERTY HELD OR ENTITY OR TRUST Check • one box: INVESTMENT • REAL PROPERTY Name Assessor's of Business Entity, if Investment, or Parcel Number or Street Address of Real Property Description City FAR • • of Business Activity or or Other Precise Location of Real Property MARKET VALUE IF APPLICABLE, LIST DATE: $2,000 - $10,000 $10,001 - $100,000 / /15 / / 15 • • NATURE • • sioo,00i - $1,000,000 Over $1,000,000 OF INTEREST Property Ownership/Deed of Trust Leasehold ACQUIRED DISPOSED • Stock I. Partnership • Other Yrs. remaining • 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 Name Philip Bettencourt I. 1. BUSINESS ENTITY OR TRUST Name Bennion Deville Homes Address (Business Address Acceptable) Check one ❑ Trust, go to 2 I l Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Meredith Bettencourt Real Estate Sales FAIR MARKET VALUE IF APPLICABLE, LIST DATE: • $0 - $1,999 • $2,000 - $10,000 / J 15 /_/ 15 n $10,001 - $100,000 ACQUIRED DISPOSED • $100,001 - $1,000,000 • Over $1,000,000 NATURE OF INVESTMENT Spouse Earnings • Partnership • Sole Proprietorship ' Other YOUR BUSINESS POSITION Spouse I. 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) • $0 - $499 IJ $10,001 - $100,000 • $500 - $1,000 III OVER $100,000 • $1,001 - $10,000 I. 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) • None or • Names listed below Bennion Deville Homes I. 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 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 or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: • $2,000 - 510,000 In $10,001 - $100,000 / / 15 / / 15 • sioo,00i - $1,000,000 ACQUIRED DISPOSED II 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 FPPC Form 700 (2015/2016) Sch. A-2 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov