700 Batavick 2023STATEMENT OF ECONOMIC INTERESTS
Date InitialFili ugse Deceived
nty
_ NIA _
COVER PAGE
FAIR POLITICAL
RECEIVED
A PUBLIC DOCUMENT
Please type or print in ink.
CC❑ A 5 ;"4
NAME OF FILER (LAST)
_
(FIRST) (MIDDLE)
Batavick
George J
CITY OF LA QUINTA
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of La Quinta
Division, Board, Department, District, if applicable Your Position
Financial Advisory Commission Commissioner
► If 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
❑ Multi -County
■❑ City of La Quinta
3. Type of Statement (check at least one box)
a Annual: The period covered is January 1, 2023, through
December 31, 2023.
-or-
The period covered is I I through
December 31, 2023.
❑ Assuming Office: Date assumed
❑ Candidate: Date of Election
Position:
❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ County of
❑ Other
❑ Leaving Office: Date Left
(Check one circle.)
❑ The period covered is January 1, 2023, through the date
-or-
of leaving office.
❑ The period covered is I I through
the date of leaving office.
and office sought, if different than Part 1:
Schedule Summary (required) ► Total number of pages including this cover page: 7
Schedules attached
® Schedule A-1 - Investments - schedule attached 101 Schedule C - Income, Loans, & Business Positions - schedule attached
® Schedule A-2 - Investments - schedule attached 0 Schedule D - Income - Gifts - schedule attached
L- Schedule B - Real Property - schedule attached ❑■ Schedule E - Income - Gifts - Travel Payments - schedule attached
-or- ❑ None - No reportable interests on any schedule
5. Verification
MAILING ADDRESS STREET CITY STATE ZIP CODE
(Business or Agency Address Recommended - Public Document)
DAYTIME TELEPHONE NUMBER EMAIL ADDRESS
(
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 February 4, 2024 Signature
morg , day, year
FPPC Form 700 - Cover Page (2023/2024)
advice@fppc.ca.gov - 866-275-3772 - www.fppc.ca.gov
Page - 5
SCHEDULE A-1
Investments FAIR POLITICAL PRACTICES COMMISSION
Stocks, Bonds, and Other Interests [George
ame
(Ownership Interest is Less Than 10%)
Investments must be itemized. J. Batavick
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY
The Vanguard Group
GENERAL DESCRIPTION OF THIS BUSINESS
Investment Advisory Services
FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 8' Over $1,000,000
NATURE OF INVESTMENT Bond Funds
■ Stock j� Other
(Describe)
❑ Partnership 1 Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
� /23 23
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
Morgan Stanley
GENERAL DESCRIPTION OF THIS BUSINESS
Investment Advisory Services
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ■ Over $1,000,000
NATURE OF INVESTMENT Municipal Bonds, Stock and Bond Funds
39 Stock L Other
(Describe)
❑ Partnership ❑ Income Received of $0 - $499
❑ Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ /2_ 1 /23
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 .Ej Income Received of $0 - $499
❑ Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ /23— I t23_
ACQUIRED DISPOSED
Comments:
Not Applicable
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPT)ON 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
HIncome Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
1 /23 /23
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 /23 —/—/23
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
i �acn e
❑ Partnership ] Income Received of $0 - $499
] Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
1 /23— //2
ACQUIRED DISPOSED
FPPC Form 700 - Schedule A-1 (2023/2024)
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)
0- 1. BUSINESS ENTITY OR TRUST
Name
Address (Business Address Acceptable)
Check one
❑ 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:
1 $0 - $1,999
$2,000 - $10,000 -j-/23- -/--j23-
❑I $10,00, - $100,000 ACQUIRED DISPOSED
1 $100,001 - $1,000,000
n Over $1,000,000
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship
orn4r
YOUR BUSINESS POSITION
m- 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RA
SHARE OF -•SS INCOME TO THE ENTITY1TRUST)
^] $0 - $499 $10,001 - $100,000
F$500 - $1,000 OVER $100,000
❑ $1,001 - $10,000
0- 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF
INCOMEOF r rrr OR ••
l_ I None or Names listed below
■ INTERESTS IN REAL PROPERTY■ OR
LEASED BY THE BUSINESS ENTITY OR TRUST
Cher.+,• one box:
[]INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, 4[
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 - $100,000 123 --j--j23
$100,001 - $1,000,000 ACQUIRED DISPOSED
Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs, remainint7
❑ Check box if additional schedules reporting investments or real property
are attached
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
George J. Batavick
P- 1. BUSINESS ENTITY OTRUST
R
Address (Business Address Acceptable)
Check one
❑ 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:
I $0 - $1,999
1 j $2,000 - $10,000 -J-/23 123-
$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
o. 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF -•SS INCOME TO THE ENTITY1TRUST)
Lj $0 - $499 $10.001 - $100,000
❑j $500 - $1,000 OVER $100,000
❑ $1,001 - $10,000
-;3. LIST THE NAME OF -•-TABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (All-h
None or Lj Names listed below
■ INTERESTS IN REAL PROPERTY■ LEASED BY THE BUSINESS ENTITY • TRUST
-
Check one box:
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, 4[
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity gL
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$2,000 - $10,000
$10,001 - $100,000 /23-
1 $100,001 - $1,000,000 ACQUIRED DISPOSED
1 j Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yre. remaining
❑ Check box if additional schedules reporting investments or real property
are attached
Comments:
None
FPPC Form 700 - Schedule A-2 (2023/2024)
advlce@fppc.ca.gov - 866-275-3772 • www.fppc.ca.gov
Page - 9
SCHEDULE B
Interests in Real Property
(Including Rental Income)
it. ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
604 India Street
CITY
San Diego, CA
FAIR MARKET VALUE
. $2,000 - $10,000
$10,001 - $100,000
L $100,001 - $1,000,000
[■� Over $1,000,000
NATURE OF INTEREST
■ Ownership/Deed of Trust
Leasehold
Yrs remaining
IF APPLICABLE, LIST DATE:
� /23
ACQUIRED DISPOSED
❑ Easement
Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
Q $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
Name
George J. Batavick
► 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
Leasehold
Yrs. remaining
IF APPLICABLE, LIST DATE:
/./23 --/--/23-
ACQUIRED DISPOSED
❑ Easement
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 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 (Business 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
❑ Guarantor, if applicable
NAME OF LENDER'
ADDRESS (Business 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
❑ Guarantor, if applicable
Comments:
FPPC Form 700 - Schedule B (2023/2024)
advlce@fppc.a.gov • 866-275-3772 • www.fppc.a.gov
Page -11
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
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 or $10,000 or more
Name
George J. Batavick
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 ors10,000 or more
(Describe) (Describe)
❑ Other ❑ Other
(Describe) (Describe)
2. LOANS RECEIVED OR OUTSTANDING DURING: THE REPORTING PERIOD
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` INTEREST RATE TERM (MonthsNears)
°A ❑ None
ADDRESS (Business Address Acceptable)
SECURITY FOR LOAN
BUSINESS ACTIVITY, IF ANY, OF LENDER ❑ None ❑ Personal residence
❑ Real Property
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
Comments:
Not Applicable
❑ Guarantor
❑ Other
Street address
City
(Describe)
FPPC Form 700 - Schedule C (2023/2024)
advlce@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page -13
SCHEDULE D
Income - Gifts Name
George J. Batavick
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY. IF ANY. OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
��— $
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
$
—/� $
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) ¢VALUE DESCRIPTION OF GIFT(S)
None
Comments:
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mmldd/yy) VALUE DESCRIPTION OF GIFT(S)
�J %
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
—� $
$
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/ddlyy) VALUE DESCRIPTION OF GIFT(S)
FPPC Form 700 - Schedule D (2023/2024)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 15
SCHEDULE E
Income — Gifts
Travel Payments, Advances,
and Reimbursements
Name
George J. Batavick
Mark either the gift or income box.
Mark the "501 (c)(3)" box for a travel payment received from a nonprofit 601(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— AM-P.
(if giR)
P. MUST CHECK ONE: ❑ Gift -or- ❑ Income
Made a Speech/Participated 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
DATE(S):—J-1— - --J--JAMT: $
(if gift)
► MUST CHECK ONE: ❑ Gift -or- ❑ Income
{ I Made a Speech/Participated in a Panel
❑ Other - Provide Description
► If Gift, Provide Travel Destination
Comments: None
► 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):--/—/— - --/--JAMT: $
(if gilt)
► MUST CHECK ONE: ❑ Gift -or- ❑ Income
L] Made a Speech/Participated 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
DATE(S):---J—/— - AMT. S
(if gift)
► MUST CHECK ONE: ❑ Gift -or- ❑ Income
❑ Made a Speech/Participated in a Panel
❑ Other - Provide Description
► If Gift, Provide Travel Destination
FPPC Form 700 - Schedule E (2023/2024)
advice@fppc.ce.gov - 866-27S-3772 - www.fppc.ca.gov
Page -17