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700 Shelton 2023STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT Date Initial Filing Received Filing Official Use Only RECEIVED Please type or print in ink. I I NAME OF FILER (LAST) (FIRST) (MIDDLE) ���JJJJ SHELTON SALLY ANNE On OF LA MANTA 1. Office, Agency, or Court CITY CLERK DEPARTMENT Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Community Services Commission Your Position Commissioner ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: City of La Quinta 2. Jurisdiction of Office (Check at least one box) State Multi -County ■ City of City of La Quinta 3. Type of Statement (Check at least one box) L Annual: The period covered is January 1, 2023, through December 31, 2023. -or- The period covered is through December 31, 2023. Assuming Office: Date assumed I I Candidate: Date of Election Position: Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction) County of Other __1 Leaving Office: Date Left I I (Check one circle.) The period covered is January 1, 2023, through the date of leaving office. .or - 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: 3 Schedules attached ,0 Schedule A-1 - Investments — schedule attached �1 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- hI 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 ( ) 1 I have used all reasonable diligence in preparing this statement. I have reviewed this statement and herein and in any attached schedules is true and complete. I acknowledge this is a 2024) :a.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 SECURITIES AMERICA, INC. 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 1-1 Stock Other (Describe) ❑ Partnership ❑ Income Received of $0 - $499 ❑ Income Received of $500 or More (Report on Schedule C) IF APPLICA LE, LIST DATE: ACQUI EED 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 Q 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—/23— —/—/23_ ACQUIRED DISPOSED Comments: Name ► NAME OF BUSINESS ENTITY Anne Shelton 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 (Repot 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: 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 (Descnbe) ❑ Partnership ❑ income Received of $0 - $499 ❑ Income Received of $50D or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 1 t23 —J /23 ACQUIRED DISPOSED FPPC Form 700 -Schedule A-1 (2023/2024) SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Airbnb ADDRESS (Business Address Acceptable) 888 Brannan Street, San Francisco, CA 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 (Describe) Name Sally Anne Shelton t 1, INCOME RECEIVED NAME OF SOURCE OF INCOME Shades by Design ADDRESS (Business Address Acceptable) 41700 Corporate Way Ste D, Palm Desert, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED No Income - Business Position Only ❑ $5w - $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 mare (Describe) Fol Other 1099 I I ■-] Other 1099 (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` ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,0W ❑ $10,001 - $100,000 ❑ OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 - Schedute C (2023/2024)