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700 Batavick 2022CALIFORNIA - STATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received POLITICALFAIR O, COVER PAGE RECEIVED A PUBLIC DOCUMENT Please type or print in ink. JAN s 12023 IIIJJJ�� NAME OF FILER (LAST) (FIRST) (MIDDLE) CITY OF LA OUINTA Batavick George J CITY CLERK DEPARTMENT 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Commissioner Division, Board, Department, District, if applicable Your Position Financial Advisory Commission ► 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 ■ City of La Quinta Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction) County of Other 3. Type of Statement (Check at least one box) ■ Annual: The period covered is January 1, 2022, through Leaving Office: Date Left-1 December 31, 2022. (Check one circle.) -or- The period covered is I through The period covered is January 1, 2022, through the date of December 31, 2022. -or- leaving office. Assuming office: Date assumed __ The period covered is I I through the date of leaving office. Candidate: Date of Election and office sought, if different than Part 1 4. Schedule Summary (required) ► Total number of pages including this cover page: 3 Schedules attached ■ Schedule A-1 - Investments — schedule attached Schedule C - Income, Loans, & Business Positions — schedule attached Schedule A-2 - Investments — schedule attached Schedule D - Income — Gifts — schedule attached ■ 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 (Business or Agency Address Recommended - Public Document) kS La Quinta STATE ZIP CODE CA p 92253 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 January 29, 2023 Signature George Batavick (month, day, year) (File the originally signed paper statement with your filing official.) FPPC Form 700 - Cover Page (2022/2023) advice@fppc.ca.gov - 866-275-3772 - www.fppc.ca.gov Page - 5 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. 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 ■ Over $1,000,000 NATURE OF INVESTMENT Bond Funds IN Stock ■ Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: //22 _� /22 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Morgan Syanley GENERAL DESCRIPTION OF THIS BUSINESS Investment Advisory Service FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 0 Over $1,000,000 NATURE OF INVESTMENT Funs{, al Bonds, Stock ■ Stock ■ Other Municipal Fungi (Describe) Partnership _ Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: — 22 1 /22 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 [Srri Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / /22 /22 ACQUIRED DISPOSED Comments: Name George J. Batavick ► 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: 1 122 1 122 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 /22 / /22 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: / /22 / /22 ACQUIRED DISPOSED FPPC Form 700 -Schedule A-1 (2022/2023) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 7 SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 604 India Street CITY San Diego, CA FAIR MARKET VALUE IF APPLICABLE, LIST DATE $2,000 - $10,000 $10,001 - $100.000 — /22 /22 $100,001 - $1,000,000 ACQUIRED DISPOSED ■ Over $1,000.000 NATURE OF INTEREST N Ownership/Deed of Trust Easement Leasehold Yrs remaining 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 Cheryl Moore (daughter), Don Moore (son-in-law) Name George J. Batavick ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 81235 Alydar Court CITY La Quinta. CA FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $2,000 - $10,000 $10.001 - $100,000 122 __j__j22 $100,001 - $1.000,000 ACQUIRED DISPOSED ■ Over $1,000,000 NATURE OF INTEREST Ownership/Deed of Trust Easement Leasehold _ . Yrs remaining 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) °u_ 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) .o 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 (2022/2023) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -11