700 STATEMENT OF ECONOMIC INTERESTS

Transcription

1 FILED THIS DATE IN THE OFFICE OF THE CITY CLERK OF THE CITY OF CHIN CALIFORNIA STATEMENT OF ECONOMIC INTERESTS MAR 2016 FAIR POLITICAL PRACTICES COMMISSION A PUBLIC Please type or print in ink. COVER PAGE city r NAME OF FILER ( LAST) FIRST) LJOPUly tnty uiarniddle) Duncan Glenn 1. Office, Agency, or Court Agency ( Do not use acronyms) City of Chino/ Successor Agency to the Former Chino Redevelopment Agency Division, Board, Department, District, if applicable Your Position Council Member 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 W1 Multi- County Chino R1 City Of Judge or Court Commissioner( Statewide Jurisdiction) San Bernardino RI County of 3. Type of Statement (Check at least one box) f Annual: The period covered is January 1, 2015, through Leaving office: Date Left December 31, Check one) or- The period covered is lam through O The period covered is January 1, 2015, through the date of leaving office. December 31, Assuming office: Date assumed I 1 O The period covered is I I through the date of leaving office. Candidate: Election year and office sought, if different than Part 1: 4. Schedule Summary ( must complete) Total number of pages including this cover page: 12 Schedules or- attached Schedule A-1 - Investments schedule attached Schedule C- Income, Loans, & Business Positions schedule attached FJ Schedule A-2- Investments schedule attached Schedule D- Income Gifts schedule attached Schedule B- Real Property None- No reportable interests on any schedule 5. Verification or- schedule attached Schedule E- Income Gifts Travel Payments schedule attached is File the onginally signed statement with your filing official) FPPC Form 700( 2015/ 2016) FPPC Advice advice@fppc.ca. gov FPPC Toll- Free Helpline: 866/ gov

2 SCHEDULE A- 1 Investments Stocks, Bonds, and Interests Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. CALIFORNIA FAIR POLITICAL PRACTICES COMMISSION I f American Express CO COM Bank Amer Corp Com CAIA & J Banking W$ 2,000-$ 10,000 10, 001 -$ 100,000 2,000-$ 10,000 10,001 -$ 100, , 001 -$ 1, 000,000 Over$ 1, 000, , 001 -$ 1, 000,000 Over$ 1, 000,000 Q Stock Q Stock 1_ 1 15 _ J / Apple Inc Com Chino Comml Bancorp Com enn 4tp, er Banking 2,000-$ 10,000 10, 001 -$ 100,000 2,000-$ 10,000 p$ 10,001 -$ 100, ,001 -$ 1, 000,000 Over$ 1, 000, , 001 -$ 1, 000, 000 Over$ 1, 000,000 Q Stock Stock J_/ 15 _/ _/_/ 15 AT& T Com DESCRIPTION OF THIS BUSINESS Cisco Sys Inc Com l rnrntil Ẏ\ r CA, a VI Pvj SuS } P$2,000-$ 10,000 10, 001 -$ 100, 000 Q$ 2, 000-$ 10,000 10,001 -$ 100, , 001 -$ 1, 000, 000 Over$ 1, 000, ,001 -$ 1, 000,000 Over$ 1, 000,000 Stock Stock 15 J 1 15 J_/ 15 _/_/ 15 FPPC Form 700( 2015/ 2016) Sch. A-1 FPPC Advice advice@fppc. ca. gov FPPC Toll- Free Helpline: 866/ gov

3 SCHEDULE A-1 1, CALIFORNIA FORM 700! Investments I FAIR POLITICAL PRACTICES COMMISSION Stocks, Bonds, and Interests Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. Coca Cola Co Com Disney Walt Co Com Disney FAIR MAFaT VALUE P$2,000-$ 10,000 10, 001 -$ 100,000 2,000-$ 10,000 10,001 -$ 100, ,001 -$ 1, 000,000 Over$ 1, 000, , 001 -$ 1, 000,000 Over$ 1, 000,000 W Stock Stock Partnership Q Income Received of$ 0-$ 499 Partnership O Income Received of$ 0-$ 499 Q Income Received of$ 500 or More( Report on Schedule C) Q Income Received of$ 500 or More( Report on Schedule C) 15 l_ CVB Finl Corp Com Ford Mtr Co Del Com Banking Automobile 2, 000-$ 10, ,001 -$ 100,000 2,000-$ 10, ,001 -$ 100, ,001 -$ 1, 000,000 Over$ 1, 000, , 001 -$ 1, 000,000 Over$ 1, 000,000 Q stock Q Stock Partnership Q Income Received of$ 0-$ 499 Partnership Q income Received of$ 0-$ 499 Q Income Received of$ 500 or More( Report on Schedule C) Q Income Received of$ 500 or More( Report on Schedule C) _/_ 15 No. DCT Industrial Trust Inc Com General Electric Co Com RE Investment Trust Manufacturing 2, 000-$ 10, , 001 -$ 100,0oo 2,000-$ 10, 000 Q$ 10, 001 -$ 100, ,001 -$ 1, 000,000 Over$ 1, 000, , 001 -$ 1, 000,000 Over$ 1, 000,000 W Stock Stock Partnership Q Income Received of$ 0-$ 499 Partnership Q Income Received of$ 0-$ 499 Q Income Received of$ 500 or More( Report on Schedule C) Q Income Received of$ 500 or More( Report on Schedule C) 15 _/ _/_ J 15 FPPC Form 700( 2015/ 2016) Sch. A-1 FPPC Advice advice@fppc. ca. gov FPPC Toll- Free Helpline: 866/ gov

4 SCHEDULE A-1 Investments Stocks, Bonds, and Interests Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. CALIFORNIA, m 700 FAIR P01 ITICAL PRACTICES COMMISSION Intel Corp Com Moody's Corp Com Computer Chips riti'l 2,000-$ 10,000 10, 001 -$ 100,000 2,000-$ 10,000 10,001 -$ 100,000 1oo,001 -$ 1, 000, 000 over$ 1, 000, , 001 -$ 1, 000, 000 Over$ 1, 000,000 Q Stock Q Stock J_ 1 15 / 15 1 / 15 _/_ 15 International Business Machs Com Netflix Inc Com Computer Software and Hardware 2,000-$ 10,000 p$ 10, 001 -$ 100,000 ja$ 2,000-$ 10,000 10,001 -$ 100, ,001 -$ 1, 000,000 E] Over$ 1, 000, ,001 -$ 1, 000,000 Over$ 1, 000,000 Q Stock 0 Stock I / 15 _/_ J _/_ J 15 Microsoft Corp Com Philip Morris Intl Inc Com Computer Software and Hardware 0\0." tip 0$ 2,000-$ 10,000 10,001 -$ 1oo, 000 p$ 2, 000-$ 10, ,001 -$ 100, , 001 -$ 1, 000,000 Over$ 1, 000, ,001 -$ 1, 000, 000 Over$ 1, 000,000 Stock Stock 1 15 _ 1_ J 15 1_/ 15 / 15 FPPC Form 700( 2015/ 2016) Sch. A-1 FPPC Advice advice@fppc.ca. gov FPPC Toll- Free Helpline: 866/ gov

5 SCHEDULE A-1CALIFORNIA m. 700 Investments Stocks, Bonds, and Interests Ownership Interest is Less Than 10%) Glenn Do not attach brokerage or financial statements. FAIR POLITICAL PRACTICES COMMISSION Duncan Proctor& Gamble Co Com Whal, Synchrony Finl Com U'A"& r Q$ 2,000-$ 10,000 10, 001 -$ 100,000 ja$ 2,000-$ 10,000 10,001 -$ 100, ,001 -$ 1, 000, 000 Over$ 1, 000, ,001 -$ 1, 000,000 over$ 1, 000,000 Stock Stock I_ / 15 _/ Sirius XM Hldgs Inc Com Satellite Radio US Bancorp Del Com Banking Q$ 2,000-$ 10,000 10, 001 -$ 100,000 0$ 2, 000-$ 10,000 10,001 -$ 100, , 001-$ 1, 000,000 Over$ 1, 000, ,001 -$ 1, 000, 000 Over$ 1, 000,000 Q Stock Stock 15 _ J J _/_ J 15 Southwest Airls Co Com Verizon Communications Inc Com Airlines Communication Q$ 2, 000-$ 10,000 10,001 -$ 100,000 2,000-$ 10, , 001 -$ 100, , 001 -$ 1, 000,000 Over$ 1, 000, ,001 -$ 1, 000,000 Over$ 1, 000,000 Q Stock Stock [:] Partnership O income Received of$ 0-$ 499 Partnership O Income Received of$ 0-$ 499 I_/ 15 J / 15 FPPC Form 700( 2015/ 2016) Sch. A-1 FPPC Advice advice@fppc. ca. gov FPPC Toll- Free Helpline: 866/ gov

6 SCHEDULE A-1CALIFORNIA M. 700 Investments Stocks, Bonds, and Interests Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. FAIR POLiTICAL PRACTICES COMMISSION Wal- Mart Sotres Inc Com k 2,000-$ 10,000 10, 001 -$ 100,000 2,000-$ 10,000 10,001 -$ 100, ,001 -$ 1, 000,000 Over$ 1, 000, , 001 -$ 1, 000,000 Over$ 1, 000,000 p Stock Stook J_ i 15 _/_/ 15 J 1 15 J 15 Wells Fargo& Co New Corn Banking 2,000-$ 10,000 10, 001 -$ 100,000 2,000-$ 10,000 10,001 -$ 100,o0o 100, 001 -$ 1, 000,000 Over$ 1, 000, , 001 -$ 1, 000,000 Over$ 1, 000,000 Q Stock Stock Partnership O Income Received of$ 0-$ 499 Partnership O income Received of$ 0-$ 499 O income Received of$ 500 or More( Report on Schedule C) O Income Received of$ 500 or More( Report on Schedule C) / 15 )_ 15 2,000-$ 10,000 10, 001 -$ 100,000 2, 000-$ 10,000 10,001 -$ 100, ,001 -$ 1, 000,000 Over$ 1, 000, ,001 -$ 1, 000,000 Over$ 1, 000,000 Stock Stock [:] 15 _/_/ _/_ 1 15 FPPC Form 700( 2015/ 2016) Sch. A-1 FPPC Advice advice@fppc.ca. gov FPPC Toll-Free Helpline: 866/ gov

7 10-3. SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts Glenn Ownership Interest is 10% or Greater) CALIFORNIA FORMI FAIR POLITICAL PRACTICES Duncan BUSINESS ENTITY OR TRUST GTS Enterprises Central Avenue# B Chino CA Address( Business Address Acceptable) Address( Business Address Acceptable) Check one Check one Trust, go to 2 Business Entity, complete the box, then go to 2 Trust, go to 2 Business Entity, complete the box, then go to 2 0-$ 1, $ 1, 999 2, 000-$ 10, $ 2, 000-$ 10,000 10,001 -$ 100,000 ACQUIRED DISPOSED $ 10, 001 -$ 100,000 ACQUIRED DISPOSED 100,001 -$ 1, 000, ,001 -$ 1, 000, 000 Over$ 1, 000,000 Over$ 1, 000,000 Partnership Sole Proprietorship Corporation mer Partnership Sole Proprietorship YOUR BUSINESS POSITION YOUR BUSINESS POSITION SHARE OF SS INCOME TO OF 1 2. IDENTIFY THE GROSS INCOME RECEIVED ( INCLUDE YOUR PRO RATA 0-$ ,001 -$ 100,000 0-$ ,001 -$ 100, $ 1, 000 OVER$ 100, $ 1, 000 OVER$ 100, 000 1, 001 -$ 10,000 1, 001 -$ 10,000 LIST THE NAME OF z OF OF SOURCE INCOMEOF r OR MORE INCOME $ 10, 000 MORE None or s listed below None or s listed below National Planning Corp ii 4. INVESTMENTS AND INTERESTS IN REAL. PROPERTY. OR 4, INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY OR TRUST LEASED : TRUST Check one box: Check one box: INVESTMENT REAL PROPERTY INVESTMENT REAL PROPERTY of Business Entity, if Investment, gf Assessor's Parcel Number or Street Address of Real Property of Business Entity, If Investment, gr Assessor's Parcel Number or Street Address of Real Property Description of Business Activity gr City or Precise Location of Real Property Description of Business Activity gl City or Precise Location of Real Property 2, 000-$ 10,000 2, 000-$ 10,000 10, 001 -$ 100, / J 15 $ 1o,o01-$ 1oo, ,001 -$ 1, 000,000 ACQUIRED DISPOSED 100,001 -$ 1, 000,000 ACQUIRED DISPOSED Over$ 1, 000,000 Over$ 1, 000,000 NATURE OF INTEREST NATURE OF INTEREST Property Ownership/ Deed of Trust Stock Partnership Property Ownership/Deed of Trust Stock Partnership Leasehold E] Leasehold E] Yrs. remaining Yrs. remaining Check box if additional schedules reporting investments or real property are attached Check box if additional schedules reporting investments or real property are attached FPPC Form 700( 2015/ 2016) Sch. A-2 FPPC Advice advice@fppc.ca. gov FPPC Toll-Free Helpline: 866/

8 SCHEDULE C Income, Loans, & Business Positions than Gifts and Travel Payments) CALIFORNIA FORM00 RACCOMMISSION INCOME RECEIVED 1. IN NAME OF SOURCE OF INCOME GTS Enterprises NAME OF SOURCE OF INCOME GTS Enterprises Central Ave# B Chino, CA Central AVe# B Chino, CA Financial Services YOUR BUSINESS POSITION President GROSS INCOME RECEIVED Financial Services YOUR BUSINESS POSITION Community Rep GROSS INCOME RECEIVED 500-$ 1, 000 1, 001 -$ 10, $ 1, 000 1, 001 -$ 10, ,001-$ 100,000 OVER$ 100,000 10,001 -$ 100, 000 OVER$ 100, 000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse' s or registered domestic partner's income Salary Spouse's or registered domestic partner's income For self-employed use Schedule A-2.) For self-employed use Schedule A-2.) Partnership( Less than 10% ownership. For 10% or greater use Partnership( Schedule A-2.) Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Real property, car, boat, etc.) Sale of Real property, car, boat, etc_) Loan repayment Loan repayment Commission or Rental Income, list each source of$ 10,000 or more Commission or Rental Income, list each source or$ 10, 000 or more I 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 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( Months/ Years) None BUSINESS ACTIVITY, IF ANY, OF LENDER SECURITY FOR LOAN None Personal residence HIGHEST BALANCE DURING REPORTING PERIOD 500-$ 1, 000 1, 001 -$ 10,000 10, 001 -$ 100,000 Real Property Guarantor Street address City OVER$ 100, 000 FPPC Form 700( 2015/ 2016) Sch. C FPPC Advice advice@fppc. ca. gov FPPC Toll- Free Helpline: 866/ ca.gov

9 SCHEDULE C CALIFORNIA FORM700, Income, Loans, & Business Positions than Gifts and Travel Payments) COMMISSION INCOME RECEIVED 1. IN NAME OF SOURCE OF INCOME National Planning Corp NAME OF SOURCE OF INCOME Central Ave Suite B Chino CA Financial Services YOUR BUSINESS POSITION YOUR BUSINESS POSITION President GROSS INCOME RECEIVED GROSS INCOME RECEIVED 500-$ 1, 000 1, 001 -$ 10, $ 1, 000 1, 001 -$ 10, ,001 -$ 100, 000 OVER$ 100,000 10,001 -$ 100,000 OVER$ 100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse's or registered domestic partner's income Salary Spouse' s or registered domestic partner's income For self-employed use Schedule A-2.) For self-employed use Schedule A-2.) Partnership( Less than 10% ownership. For 10% or greater use Schedule A-2.) Partnership( Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Real property, car, boat, etc.) Sale of Real property, car, boat, etc.) Loan repayment Loan repayment Commission or Rental Income, list each source of$ 10,000 or more Commission or Rental Income, list each source of$ 10,000 or more 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 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) None BUSINESS ACTIVITY, IF ANY, OF LENDER SECURITY FOR LOAN None Personal residence HIGHEST BALANCE DURING REPORTING PERIOD 500-$ 1, 000 1, 001 -$ 10,000 10,001 -$ 100, 000 Real Property Guarantor Street address City OVER$ 100,000 FPPC Form 700( 2015/ 2016) Sch. C FPPC Advice advice@fppc. ca. gov FPPC Toll- Free Helpline: 866/ gov

10 SCHEDULE D Income - Gifts CALIFORNIA i 700 R. G Niederhoffer Minard Capital ADDRESS ( Business Address Acceptable) SBCERA SBCERA DATE( mm/ dd/ yy) VALUE DESCRIPTION OF GIFT(S) DATE( mm/dd/ yy) VALUE DESCRIPTION OF GIFT(S) 10 / 19 / 15 $ Game Ticket 10 ) 19/ 15 $ Game Ticket l I lam $ Law Office of Jimmy Gutierrez Cal Trust Central Ave Chino K Street Ste 101 Sacramento CA Attorney DATE( mm/ dd/yy) VALUE DESCRIPTION OF GIFT(S) DATE( mm/dd/ yy) VALUE DESCRIPTION OF GIFT(S) 12 / 15 / 15 $ Gift Basket 04/ 14/ 15 $ Dinner 04 / 15/ 15 $ Dinner 09/, " / 15 $ Corp Gift Jeff Harding SBCERA Watson Land Condtellation Blvd La CA Builder DATE( mm/dd/ yy) VALUE DESCRIPTION OF GIFT( S) DATE( mm/ dd/ yy) VALUE DESCRIPTION OF GIFT(S) 05 / 01 / 15 $ Wine 12 / 11 / 15 $, 450, 00 Disneyland 1 l_ $ J_ $ FPPC Form 700( 2015/ 2016) Sch. D FPPC Advice advice@fppc.ca. gov FPPC Toll-Free Helpline: 866/ gov

11 CALIFORNIA FORM 7 1 SCHEDULE D Income Gifts FAIR POLITICAL PRACTICES COWNIISSIrl Genn Duncan NAME OF SOURCE( Nor an Acronym) Law Office of Jimmy Gutierrez Central Ave Chino Attomey DATE( mmldd/yy) VALUE DESCRIPTION OF GIFT(S) DATE( mm/ ddlyy) VALUE DESCRIPTION OF GIFT(S) 08 r3 15 s Fair Preview DATE( mmtddlyy) VALUE DESCRIPTION OF GIFT(S) DATE ( mmldd/yy) VALUE DESCRIPTION OF GIFT(S) J J $ No, DATE( mmlddlyy) VALUE DESCRIPTION OF GIFT(S) DATE( mm/ dd/ yy) VALUE DESCRIPTION OF GIFT(S) FPPC Form 700( 2015/ 2016) Sch. D FPPC Advice advice@fppc.ca. gov FPPC Toil- Free Helpline: 866/ gov

12 r r Council Member Duncan is a Board Member or Alternate for the following entities: Water Facilities Authority West Valley Mosquito and Vector Control CalTrust SCAG San Bernardino County Employees' Retirement Association Successor Agency to the Former Chino Redevelopment Agency