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HomeMy WebLinkAbout700 Quill - 2016 Assuming 06/08/2016CALIFORNIA FORM TOO FAIR POLITICAL PRACTICES COMMISSION Please type A PUBLIC DOCUMENT or print, STATEMENT OF ECONOMIC INTERESTS COVER PAGE InitialF199WkReived Official Use Only JUL 212016 CITY OF LA OUINTA -NAME OF FILER (LAST) (FIRST) II CITYII{I}g py1� ucri+n m� Quill Paul Douglas 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of 1a Quinta Division, Board, Department, District, if applicable Your Position Planning Commission Commissioner ► 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 ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ Multi -County ❑ County of © City of City of La Quinta ❑ Other 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2015, through December 31, 2015. -or- The-period covered is _lam through December 31, 2015. ©y Assuming Office: Date assumed 07 1 01 1 2016 ❑ Candidate: Election year ❑ Leaving office: Date Left I I (Check one) O The period covered is January 1, 2015, through the date of -or- leaving office. Q The period covered is I I through the date of leaving office. and office sought, if different than Part 1: 4. Schedule Summary (must complete) ► Total number of pages including this cover page: Schedules attached 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 © Schedule C - Income, Loans, & Business Positions -schedule attached Schedule D - Income — Gifts = schedule attached 0 Schedule E = Income — Gifts Travel Payments — schedule attached 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 51245 Avenida Rubio La Quinta CA 92253 DAYTIME TELEPHONE NUMBER E-MAIL ADDRESS ( 760 ) 771-8050 1 Paul@quillenterprises.net I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my herein and in any attached schedules is true and complete. I acknowledge this is a public docu I certify under penalty of perjury under the laws of the State of California that the for oin s true and corrl Date Signed 07/15/2016 (month, day, year) Signature (File the with your information contained FPPC Form 700 (2015/2016) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Assuming Office 7-1-16 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Paul D.Quill Do not attach brokerage or financial statements. Bankof America Banking $10,001-$100,000 Stock KBHome Home Budder $2,000 - $10,000 Stock Amazon.com Internet sales website $10,001-$100,000 Stock American Express Banking and Credit $10,001 - $100,000 Stock Microsoft Computer Software and Hardware $10,001-$100,000 Stock Pepsco Food and Beverage company $10.001 - $100,000 Stack Chevron O0 and Gas $10,001-$100,000 Stock Daimler AG Auto and Truck maker $2,000 - $10,000 Stock General Electric Industrial Manufahrfng $10.001-$100,000 Stock Home Depot Home Improvement stores $10,001-$100,000 Stock Proctor and Gamble Personal and Home Products Mamrafachre $10,001-$100,000 Stock UBS Banking and Financial Services $10,001 - $100,000 Stock United Technologies High Tech Manufachrer $10,001-$100,000 Stock Visa Inc Credit Card company $10,001 - $100,000 Stock Apple Inc Computer Software and Hardware $10,001 - $100,000 Stock Anheuser Busch Beferages $10,091 - $100,000 Stock BASF Transporation and Technologies $10.001 - $100,000 Stock Bedmh're Hathaway Conglomerate $10,001- $100,000 Stock Cisco Systems Computer Software and Hardware $10,001-$100,000 Stock Citigroup Banking and Credit $10,001- $100.000 Stock Coca Cola Company Food and Beverage comparry $10,001-$100,000 Stock Comcast Corporation Media Entertai rmerd Cable TV $10,001 - $100.000 Stock Credit Suisse Banking $10,001 - $100,000 stock Exxon 00 and Gas $10,001-$100,000 Stock HSBC Holdings Banking and Holding Company $10,001-$100,000 Stock Intel Corp Computer Software and Hardware $10,001-$100,000 Stock Oracle Computer software and Hardware $10,001-$100,000 Stock Lloyd's Banking Group Banking and Insurance $2,000410,000 Stock Puhe Group Homebuutder $10,001-$100.000 Stock Wells Fargo Bank Banking $10,001-$100,000 Stock Walmart Stores Department store $10,001-$100,000 Stock Waft Disney Entertainment Media Parks $10,001 - $100,000 Stock FPPC Forth 70012015/z016) Sch. A-1x FPPCToll-Free Helpilr e: 866/ASk-F1?K www.fppc.ra.gov Assuming Office 7-1-16 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) * Select from drop down list 3. Sources of 2. Gross Income of 4.Investments or Interests in Real Property Held by the Business Entity or 1. Business Entity or Trust (For reporting a trust, enter the name then skip to box 2.) Income $10,000 or ` Trust .(Use 'a separate line for each investment or real property interest.) ' Received - more LIST DATE INCLUDE YOUR LIST DATE NAME AND ADDRESS OF BUSINESS GENERAL ACQUIRED NATURE OF A YOUR PRO RATA LIST SINGLE INVESTMENT- REAL PROPERTY- ACQUIRED NATURE OF AINTEREST ENTITY OR TRUST DESCRIPTION OF FAIR MARKET INVESTMENT SHARE OF SOURCES OF BUSINESS LIST PRECISE FAIR MARKET OR or (Business Address Acceptable) BUSINESS VALUE* OR or (if "other," BUSINESS GROSS INCOME OF ENTITY/NAME, AND LOCATION OF VALUE' DISPOSED (if "other;' D (If Trust, go to 2) ACTIVITY DISPOSED D describe)• POSITION INCOME TO $10,000 OR MORE BUSINESS ACTIVITY REAL PROPERTY (mm/dd/2015) describe)* (mm/dd12015) ENTITY/TRUST• Quill Family Trust Family Trust Over Family Assets Trustee Over $100,000 Rental Income Quill Family Trust 54925 Avenida Over N/A Ownership/Deed $1000000 From Blair Diaz and51245 $1,000,000 of Trust Avenida Rubio In La Ouqnta Quill Enterprises LLC Consulting $10,001 - Sole Owner Over$100,000 Consulting N/A None $0-$1,999 N/A Ownership/Deed Buisness $100,000 Proprietorship Clients not doling of Trust business in La O' nta Dori Quill DBA Dori the Explorer Hiking and Tour $0 - $1,999 Sole Owner's $0-$499 Some Clients in N/A N/A $0 - $1,999 N/A Ownership/Deed Guide Proprietorship husband La Quinta, of Trust Madison Club and Hideaway FPPC Form 700 (2015/2016) Sch. A-2x FPPC Toll -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov SCHEDULE B Interests in Real Property (Including Rental Income) <$LUE;*is arequired field * Select from drop down list *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 dislclosed as follows: Real Property Disclosure Lender Disclosure STREET ADDRESS OR FAIR MARKET PRECISE LOCATION AND VALUE* CITY LIST DATE ACQUIRED OR DISPOSED (mm/dd/2015) A NATURE OF or INTEREST* D (if "other," describe) IF RENTAL PROPERTY, LIST GROSS INCOME RECEIVED* SOURCE OF RENTAL INCOME OF $10,000 OR MORE NAME AND ADDRESS OF LENDER* (Business INTEREST BUSINESS TERM HIGHEST Address Acceptable) ACTIVITY, IF ANY RATE (Mos/Yrs) BALANCE* AND GUARANTOR, IF N ANY 54925Avenida DiazLQ $100,001 - 92253 $1,000,000 Ownership/Deed of Trust $10,001- $100,000 Renter's Blair None Rental N/A annual $1,001410,000 51245 Avenida Rubio LQ $100,001 - 92253 $1,000,000 Grant Deed None personal N/A N/A $500-$1,000 residence 49130 Marimba Court LQ $100,001 - 92253 $1,000,000 8/1/15 Deed of Trust First Trust Deed from Gomez owners Paul D and Dori Z personal lender 5.000% 30 yr fixed Over $100,000 Quill 51245 Avenida due and Rubio, La Quinta CA payable in 92253 5 51245 Avenida Rubio LQ $100,001 - 92253 $1,000,000 Grant Deed $1,001- $10,000 Air B and B N/A Vacation Rental N/A N/A $500-$1,000 FPPC Form 700 (2015/2016) Sch. Bx FPPC Toll -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) <BLUE>`is a required field '"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 * Select from drop down list loans and loans received not in a lender's regular course of business must be disclosed as follows: 1. Income Received 2. Loans Received or Outstanding NAME AND ADDRESS NAME AND ADDRESS BUSINESS YOUR BUSINESS GROSS CONSIDERATION FOR WHICH INCOME OF LENDER ' (Business INTEREST SECURITY FOR LOAN BUSINESS HIGHEST TERM OF SOURCE ACTIVITY, IF ANY POSITION INCOME RECEIVED' WAS RECEIVED" "other," Address Acceptable) AND GUARANTOR, IF ACTIVITY, IF ANY BALANCE RATREAL PROPERTY (%) (Mos/Yrs) ADDRESS/OTHER INFORMATION" E (if describe) ANY 54925 Avenida Diaz, Rental Property Owner $10,001- Rental income from N/A LQ 92253 $100,000 Drury Blair i 51245 Avenida Vacation Rental Owner $1,001- Rental income from N/A 4 Rubio LQ 92253 $10,000 various renters Air B 4 and B Madison Club, Tour Guide fees Owner of Guide $1,001- Salary fees for tour N/A Avenue 52. LQ, tour business $10,000 guide 92253 Hideaway Club, Tour Guide fees Owner of Guide $1,001- Salary fees for tour N/A Jefferson St. LQ. tour business $10,000 guide i 92253 j Federated Insurance Consulting Fees Owner of Quill Over Consulting Fees N/A Company, to Quill Enterprises with $100,000 Owatonna Enterprises husband Paul Minnesota Armando Gomez, Lender, Personal Own First Trust $10,001- Loan repayment N/A 49130 Marimba carry back First Deed on house $100,000 Court, LQ 92253 Trust deed FPPC Form 700 (2015/2016) Sch. Cx FPPC Toll -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov Schedule D Income - Gifts <f3LUE> is a required field N/A CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Paul D.Quill FPPC Form 700 (2015/2016) Sch. Dx FPPC Toll -Free Helpllne: 866/ASK-FPPC www.fppc.ca.gov SCHEDULE E Income - Gifts Travel Payments, Advances, and Reimbursements • You must 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 gift limit, but may result in a disqualifying conflict of interest. • For gifts of travel, provide the travel destination. DATE(S) TYPE OF MADE A SPEECH/ NAME AND ADDRESS OF SOURCE BUSINESS ACTIVITY, IF ANY, OF 501 DESTINATION (Business Address Acc) SOURCE (c)(3) (mm/dd/yy) AMOUNT PAYMENT (If gift) PARTICIPATED IN A DESCRI (If gift) (Gift or Income) PANEL FPPC Form 700 (2015/2016) Sch. Ex FPPC Toll -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov Form 700x Comments Schedules A-1 through E Comments Schedule A-1 Comments These are equity investments owned either in the IRA of Dori Z Quill, the IRA of Paul D Quill or the investment account of the Quill Family Trust. These stock investments may be doing business in the City of La Quinta. Schedule A-2 Comments All Real Property Interests including rental real estate in the City of La Quinta are owned as Grant Deed properties held by the Quill Family Trust and do not have any financing or loans against them. Quill Enterprises is Paul Quill's entity for his consulting business. None of Quill Enterprises Clients presently are building or developing land in the City of La Quinta. Dori the Explorer is the name of Dori's sole proprietorship where Dori provided hiking and tour guide services to individuals and clubs. Schedule B Comments We carry the paper, Deed of Trust, on a home that we sold in Parc La Quinta in the City of La Quinta at 49130 Marimba Court. It is a personal loan from me to the buyer. I no longer own the home just the paper. Schedule C Comments We have no loans other than a line of credit that I do not use with Wells Fargo Bank. We are the lenders for the Gomez home in Parc La Quinta Schedule D Comments NSA FPPC Form 700 2015 2016 Comments l / ) FPPC Toll -Free Helpline: 866/ASK-FPPC www.fppc.ca.gov