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Sam Liccardo Disclosure Form

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Sam Liccardo Disclosure Form Powered By Docstoc
					CALIFORNIA FORM

FAIR POLITICAL PRACTICES COMMISSION

700
87200

STATEMENT OF ECONOMIC INTERESTS COVER PAGE A Public Document
(FIRST) (MIDDLE)

Date Received

E-Filed on: 03/30/09 17:02:02
DAYTIME TELEPHONE NUMBER

ID - 45294086
Please type or print in ink.
NAME (LAST)

Liccardo, Samuel T.
MAILING ADDRESS STREET (May use business address) CITY STATE ZIP CODE

(

)

OPTIONAL: FAX / E-MAIL ADDRESS

San Jose

CA

95113

4. Schedule Summary
Total number of pages including this cover page:

9

City of San Jose
Division, Board, District, if applicable: Check applicable schedules or “No reportable interests.” I have disclosed interests on one or more of the attached schedules: Schedule A-1

Your Position:

Councilmember

X Yes – schedule attached X Yes – schedule attached X Yes – schedule attached X Yes – schedule attached

Investments (Less than 10% Ownership)

Schedule A-2 Agency: Valley Transportation Authority Position: Board Member

Investments (10% or greater Ownership)

Schedule B
Real Property

Schedule C (Check at least one box) State
and Travel Payments)

Income, Loans, & Business Positions (Income Other than Gifts

Schedule D
Income – Gifts

X Yes – schedule attached X Yes – schedule attached

X County of Santa Clara X City of San Jose
Multi-County Other

Schedule E

Income – Gifts – Travel Payments

-orNo reportable interests on any schedule (Check at least one box) / / I have used all reasonable diligence in preparing this

3. Type of Statement

X Annual: The period covered is January 1, 2008,

-orThe period covered is / / , through I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

/ (Check one)

/

The period covered is January 1, 2008, through the Date Signed

03/30/2009
(month, day, year)

-orThe period covered is Candidate Election Year: / / , through Signature

Sam Liccardo

FPPC Form 700 (2008/2009) FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov

Section 1 Additional Agency(ies)/Position(s) for Liccardo, Samuel T.: Agency Association of Bay Area Governments Joint Policy Committee Local Agency Formation Commission Position Director Committee Member Alternate Commissioner

SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests

CALIFORNIA FORM
Name

FAIR POLITICAL PRACTICES COMMISSION

700

Liccardo, Samuel T.

NAME OF BUSINESS ENTITY

NAME OF BUSINESS ENTITY

Novartis
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Senior Housing SNI
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Pharmaceuticals
FAIR MARKET VALUE

REIT
FAIR MARKET VALUE $10,001 - $100,000 Over $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

$10,001 - $100,000 Over $1,000,000

NATURE OF INVESTMENT X Stock Other
(Describe)

NATURE OF INVESTMENT X Stock Other
(Describe)

IF APPLICABLE, LIST DATE:

IF APPLICABLE, LIST DATE:

01 / 01 / 80
ACQUIRED

03 / 20 / 08
DISPOSED

05 / 16 / 08
ACQUIRED NAME OF BUSINESS ENTITY

/

/

DISPOSED

NAME OF BUSINESS ENTITY

Nationwide Health Properties
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Microsoft
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

REIT
FAIR MARKET VALUE

Software
FAIR MARKET VALUE $10,001 - $100,000 Over $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

$10,001 - $100,000 Over $1,000,000

NATURE OF INVESTMENT X Stock Other
(Describe)

NATURE OF INVESTMENT X Stock Other
(Describe)

IF APPLICABLE, LIST DATE:

IF APPLICABLE, LIST DATE:

/

/

/

/

/

/

/

/

ACQUIRED NAME OF BUSINESS ENTITY

DISPOSED

ACQUIRED NAME OF BUSINESS ENTITY

DISPOSED

American States Water Co.
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

San Jose Water Co.
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Water Utility
FAIR MARKET VALUE

Water Utility
FAIR MARKET VALUE $10,001 - $100,000 Over $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

$10,001 - $100,000 Over $1,000,000

NATURE OF INVESTMENT X Stock Other
(Describe)

NATURE OF INVESTMENT X Stock Other
(Describe)

IF APPLICABLE, LIST DATE:

IF APPLICABLE, LIST DATE:

/

/

/

/

/

/

07 / 07 / 08
DISPOSED

ACQUIRED

DISPOSED

ACQUIRED

Comments:
FPPC Form 700 (2008/2009) Sch. A-1 FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov

SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests

CALIFORNIA FORM
Name

FAIR POLITICAL PRACTICES COMMISSION

700

Liccardo, Samuel T.

NAME OF BUSINESS ENTITY

NAME OF BUSINESS ENTITY

Bank of America
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Federal Express
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Financial Services
FAIR MARKET VALUE

Freight Delivery
FAIR MARKET VALUE $10,001 - $100,000 Over $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

$10,001 - $100,000 Over $1,000,000

NATURE OF INVESTMENT X Stock Other
(Describe)

NATURE OF INVESTMENT X Stock Other
(Describe)

IF APPLICABLE, LIST DATE:

IF APPLICABLE, LIST DATE:

/

/

/

/

/

/

/

/

ACQUIRED NAME OF BUSINESS ENTITY

DISPOSED

ACQUIRED NAME OF BUSINESS ENTITY

DISPOSED

Merck
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Roche
GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Pharmaceuticals
FAIR MARKET VALUE

Pharmaceutical Research
FAIR MARKET VALUE $10,001 - $100,000 Over $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

X

$2,000 - $10,000 $100,001 - $1,000,000

$10,001 - $100,000 Over $1,000,000

NATURE OF INVESTMENT X Stock Other
(Describe)

NATURE OF INVESTMENT X Stock Other
(Describe)

IF APPLICABLE, LIST DATE:

IF APPLICABLE, LIST DATE:

/

/

/

/

10 / 28 / 08
ACQUIRED NAME OF BUSINESS ENTITY

/

/

ACQUIRED NAME OF BUSINESS ENTITY

DISPOSED

DISPOSED

Clearwire Corp
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Wireless Internet Service
FAIR MARKET VALUE FAIR MARKET VALUE $10,001 - $100,000 Over $1,000,000 $2,000 - $10,000 $100,001 - $1,000,000 NATURE OF INVESTMENT Stock Other
(Describe) (Describe)

X

$2,000 - $10,000 $100,001 - $1,000,000

$10,001 - $100,000 Over $1,000,000

NATURE OF INVESTMENT X Stock Other IF APPLICABLE, LIST DATE:

IF APPLICABLE, LIST DATE:

10 / 01 / 08
ACQUIRED

/

/

/

/

/

/

DISPOSED

ACQUIRED

DISPOSED

Comments:
FPPC Form 700 (2008/2009) Sch. A-1 FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov

SCHEDULE A-2 of Business Entities/Trusts
1. BUSINESS ENTITY OR TRUST

CALIFORNIA FORM
Name

700

FAIR POLITICAL PRACTICES COMMISSION

Liccardo, Samuel T.
1. BUSINESS ENTITY OR TRUST

Revocable Trust-Samuel A Liccardo
Name Name Address Business Entity, complete the box, then go to 2 Check one Trust, go to 2 Business Entity, complete the box, then go to 2

Saratoga CA 95070
Address Check one X Trust, go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY

GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT Sole Proprietorship YOUR BUSINESS POSITION

IF APPLICABLE, LIST DATE:

/

/

/

/

ACQUIRED

DISPOSED

FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT Sole Proprietorship

IF APPLICABLE, LIST DATE:

/

/

/

/

ACQUIRED

DISPOSED

Partnership
Other

Partnership
Other

YOUR BUSINESS POSITION

2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)

2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) $0 - $499 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000

X

$0 - $499 $500 - $1,000 $1,001 - $10,000

$10,001 - $100,000 OVER $100,000

3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
(attach a separate sheet if necessary)

3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
(attach a separate sheet if necessary)

4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE BUSINESS ENTITY OR TRUST Check one box: INVESTMENT

4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE BUSINESS ENTITY OR TRUST Check one box:

X

REAL PROPERTY

INVESTMENT

REAL PROPERTY

Name of Business Entity or Street Address or Assessor’s Parcel Number of Real Property

Name of Business Entity or Street Address or Assessor’s Parcel Number of Real Property

San Jose CA 95112
Description of Business Activity or City or Other Precise Location of Real Property FAIR MARKET VALUE $2,000 - $10,000 X $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 NATURE OF INTEREST Stock Leasehold Other IF APPLICABLE, LIST DATE: Description of Business Activity or City or Other Precise Location of Real Property FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 NATURE OF INTEREST IF APPLICABLE, LIST DATE:

/

/

/

/

/

/

/

/

ACQUIRED

DISPOSED

ACQUIRED

DISPOSED

X

Partnership Leasehold Other

Stock

Partnership

Check box if additional schedules reporting investments or real property are attached

Check box if additional schedules reporting investments or real property are attached

Comments:10% interest in late Grandfather's house

FPPC Form 700 (2008/2009) Sch. A-2 FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov

CALIFORNIA FORM

SCHEDULE B Interests in Real Property
(Including Rental Income)
STREET ADDRESS OR PRECISE LOCATION

700

FAIR POLITICAL PRACTICES COMMISSION

Name

Liccardo, Samuel T.

STREET ADDRESS OR PRECISE LOCATION

410 North 15th Street
CITY CITY

San Jose, CA 95112
FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 IF APPLICABLE, LIST DATE: FAIR MARKET VALUE $2,000 - $10,000 IF APPLICABLE, LIST DATE:

10 / 01 / 07
ACQUIRED

/

/

$10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000

/

/

/

/

X

$100,001 - $1,000,000 Over $1,000,000

DISPOSED

ACQUIRED

DISPOSED

NATURE OF INTEREST

NATURE OF INTEREST Easement Easement Leasehold
Other Other

X
Leasehold

IF RENTAL PROPERTY, GROSS INCOME RECEIVED $0 - $499 $10,001 - $100,000 SOURCES OF RENTAL INCOME: $500 - $1,000 $1,001 - $10,000

IF RENTAL PROPERTY, GROSS INCOME RECEIVED $0 - $499 $10,001 - $100,000 SOURCES OF RENTAL INCOME: $500 - $1,000 $1,001 - $10,000

OVER $100,000

OVER $100,000

interest, list the name of each tenant that is a single source of

interest, list the name of each tenant that is a single source of

*

You are not required to report loans from commercial lending institutions made in the lender’s regular course

NAME OF LENDER*

NAME OF LENDER*

ADDRESS

ADDRESS

,
BUSINESS ACTIVITY OF LENDER BUSINESS ACTIVITY OF LENDER

INTEREST RATE None

TERM (Months/Years)

INTEREST RATE None

TERM (Months/Years)

HIGHEST BALANCE DURING REPORTING PERIOD $500 - $1,000 $10,001 - $100,000 Guarantor, if applicable $1,001 - $10,000 OVER $100,000

HIGHEST BALANCE DURING REPORTING PERIOD $500 - $1,000 $10,001 - $100,000 Guarantor, if applicable $1,001 - $10,000 OVER $100,000

Comments:
FPPC Form 700 (2008/2009) Sch. B FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov

SCHEDULE C Positions
(Other than Gifts and Travel Payments)
1. INCOME RECEIVED NAME OF SOURCE OF INCOME 1. INCOME RECEIVED

CALIFORNIA FORM
Name

FAIR POLITICAL PRACTICES COMMISSION

700

Liccardo, Samuel T.

NAME OF SOURCE OF INCOME

City of San Jose
ADDRESS ADDRESS

San Jose, CA 95113
BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE

Government
YOUR BUSINESS POSITION YOUR BUSINESS POSITION

Councilmember
GROSS INCOME RECEIVED $500 - $1,000 $1,001 - $10,000 OVER $100,000 GROSS INCOME RECEIVED $500 - $1,000 $10,001 - $100,000 $1,001 - $10,000 OVER $100,000

X X

$10,001 - $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse’s or registered domestic partner’s income

CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse’s or registered domestic partner’s income

Loan repayment Sale of
(Property, car, boat, etc.)

Loan repayment Sale of
(Property, car, boat, etc.)

Commission or

Rental Income, list each source of $10,000 or more

Commission or

Rental Income, list each source of $10,000 or more

Other
(Describe)

Other
(Describe)

2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD

*

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

NAME OF LENDER*

INTEREST RATE None

TERM (Months/Years)

ADDRESS SECURITY FOR LOAN BUSINESS ACTIVITY, IF ANY, OF LENDER None Real Property
Street address

Personal residence

HIGHEST BALANCE DURING REPORTING PERIOD $500 - $1,000 $1,001 - $10,000 Guarantor $10,001 - $100,000 OVER $100,000 Other
(Describe) City

Comments:
FPPC Form 700 (2008/2009) Sch. C FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov

CALIFORNIA FORM

700

SCHEDULE D Income – Gifts

FAIR POLITICAL PRACTICES COMMISSION

Name

Liccardo, Samuel T.

NAME OF SOURCE

NAME OF SOURCE

Jim Goddard, SV Sports & Ententertainment
ADDRESS

Tom McEnery, San Jose Sharks
ADDRESS

San Jose, CA 95113
BUSINESS ACTIVITY, IF ANY, OF SOURCE

San Jose, CA 95113
BUSINESS ACTIVITY, IF ANY, OF SOURCE

Entertainment
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

Entertainment
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

05 / 02 / 08
/ / / /

$

360.00

2 ticket-Sharks game

04 / 01 / 08
/ / / /

$

101.00

1 ticket-Sharks game

$

$

$

$

NAME OF SOURCE

NAME OF SOURCE

David & Jucille Packard Foundation
ADDRESS

Cirque de Soleil
ADDRESS

Los Altos, CA 94022
BUSINESS ACTIVITY, IF ANY, OF SOURCE

Montreal, QC 1246
BUSINESS ACTIVITY, IF ANY, OF SOURCE

Non-Profit
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

Entertainment
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

08 / 11 / 08
/ / / /

$

219.74

1 ticket-CEO BBQ

01 / 31 / 08
/ / / /

$

250.00

2 tickets to Kooza

$

$

$

$

NAME OF SOURCE

NAME OF SOURCE

Silicon Valley Leadership Group
ADDRESS

Accenture
ADDRESS

San Jose, CA 95110
BUSINESS ACTIVITY, IF ANY, OF SOURCE

San Jose, CA 95113
BUSINESS ACTIVITY, IF ANY, OF SOURCE

Non-Profit/Policy Advocacy
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

Consultants
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

08 / 02 / 08
/ / / /

$

50.00

1 ticket-Pasta Bowl Event

06 / 08 / 08
/ / / /

$

350.00

Entrance Fee-Triatha lon

$

$

$

$

Comments:

FPPC Form 700 (2008/2009) Sch. D FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov

SCHEDULE E Income – Gifts and Reimbursements

CALIFORNIA FORM
Name

700

FAIR POLITICAL PRACTICES COMMISSION

Liccardo, Samuel T.

Reminder – you must mark the gift or income box. You are not required to report “income” from government agencies.

NAME OF SOURCE

NAME OF SOURCE

Responsible Hospitality Institute
ADDRESS ADDRESS

CITY AND STATE

CITY AND STATE

Santa Cruz, CA 95060
BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE

Leadership Summit
DATE(S):

04 / 03 / 08

-

04 / 04 / 08

AMT: $

450.00
Income

DATE(S):

/

/

-

/

/

AMT: $

(If applicable)

(If applicable)

TYPE OF PAYMENT: (must check one) DESCRIPTION:

X

Gift

TYPE OF PAYMENT: (must check one) DESCRIPTION:

Gift

Income

Travel Reimbursement

NAME OF SOURCE

NAME OF SOURCE

ADDRESS

ADDRESS

CITY AND STATE

CITY AND STATE

BUSINESS ACTIVITY, IF ANY, OF SOURCE

BUSINESS ACTIVITY, IF ANY, OF SOURCE

DATE(S):

/

/

-

/

/

AMT: $

DATE(S):

/

/

-

/

/

AMT: $

(If applicable)

(If applicable)

TYPE OF PAYMENT: (must check one) DESCRIPTION:

Gift

Income

TYPE OF PAYMENT: (must check one)

Gift

Income

DESCRIPTION:

Comments:

FPPC Form 700 (2008/2009) Sch. E FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov


				
DOCUMENT INFO
Categories:
Tags: jose, council
Stats:
views:2651
posted:4/2/2009
language:English
pages:9
Description: Here is the state form filed Wednesday by San Jose Councilman Sam Liccardo to comply with state financial-disclosure rules