onearnrh$yffi8ls 'tatem cover page i · 2019. 12. 20. · caltfornta form 700 fair polincal...

4
cALtFoRNtA FoRM 700 FAIR POLINCAL PRACTICES COMMISSION A PUBLIC DOCUMENT 'TATEM E N T oF EcoN oM r c r NrE RES?3Y onearnrH$yffi8ls covER PAGE AUG I .r,tB ea Please type or pint in ink. NAME OF Potter (LAsT) (FTRST) Dave L '1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Carmel-by-the-Sea Division, Board, Department, Diskicl, if applicable City Clerk Your Position Mayor > lf flling for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position 2. Jurisdiction of Office lctec* at teast one box) I State E Multi-county I city ot Carmel-by-the-Sea [ ..tuOge or Court Commissioner (Statewide Jurisdiction) E County of l-l O*rer 3. Type of Statement Gheck at least one box) ! Annual: The period covered is January 1, 2017, through December 31, 2017. -or- The period covered is December 31, 2017 . I Assuming Office: Date assumed S Candidate: Date of Election 11t6t2018 5. Verification Q The period covered is January 1, 2017, through the date of leaving office. -or- Q The period covered is I the date of leaving office. ! Leaving Office: Date Left (Check one) through through 4. Schedule Summary (must complete) > Iotal number of pages including this cover page: - Schedules attached I Schedule A-1 - /nvesfrnenls - schedule attached S Schedule A-2 - /nvesfments - schedule attached ! Schedule B - Real Propefty - schedule attached I Schedule C - lncome, Loans, & Euslness Posiftons - schedule attached I Schedule D - lncone - Gifrs - schedule attached [ Schedule E - lncome - Gifls - Travel Paynents - schedule attached inferests on any schedu/e -or- tr None - lto MAILINGAODRESS STREET (Eusiness ot Agency Add,ess F€commended ' Public Docunenl) Post Office Box 4317 CITY STATE ZIP CODE Carmel-by-the-Sea CA 93921 TELEPHONE avepotterformayor. com 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 cofrect" (Fte the originally signed stalerent wth yout tiling officigl.) Date Signed 81712018 (nonLa, day. yeal Signature FPPC Form 7OO l2OL7l2Ol8l FPPC Advice Email: [email protected] FPPC Toll-Free Helpline: 866 I 275-3772 www.fppc'ca'gov and office sought, if difierent than Pad 1:

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Page 1: onearnrH$yffi8ls 'TATEM covER PAGE I · 2019. 12. 20. · cALtFoRNtA FoRM 700 FAIR POLINCAL PRACTICES COMMISSION A PUBLIC DOCUMENT 'TATEM E N T oF EcoN oM r c r NrE RES?3Y onearnrH$yffi8ls

cALtFoRNtA FoRM 700FAIR POLINCAL PRACTICES COMMISSION

A PUBLIC DOCUMENT'TATEM

E N T oF EcoN oM r c r NrE RES?3Y onearnrH$yffi8ls

covER PAGE AUG I .r,tB

ea

Please type or pint in ink.

NAME OF

Potter

(LAsT) (FTRST)

Dave L

'1. Office, Agency, or Court

Agency Name (Do not use acronyms)

City of Carmel-by-the-Sea

Division, Board, Department, Diskicl, if applicable

City Clerk

Your Position

Mayor

> lf flling for multiple positions, list below or on an attachment. (Do not use acronyms)

Agency: Position

2. Jurisdiction of Office lctec* at teast one box)

I State

E Multi-county

I city otCarmel-by-the-Sea

[ ..tuOge or Court Commissioner (Statewide Jurisdiction)

E County of

l-l O*rer

3. Type of Statement Gheck at least one box)

! Annual: The period covered is January 1, 2017, through

December 31, 2017.-or-

The period covered is

December 31, 2017 .

I Assuming Office: Date assumed

S Candidate: Date of Election11t6t2018

5. Verification

Q The period covered is January 1, 2017, through the date of

leaving office.-or-

Q The period covered is Ithe date of leaving office.

! Leaving Office: Date Left

(Check one)

through

through

4. Schedule Summary (must complete) > Iotal number of pages including this cover page:

-

Schedules attached

I Schedule A-1 - /nvesfrnenls - schedule attached

S Schedule A-2 - /nvesfments - schedule attached

! Schedule B - Real Propefty - schedule attached

I Schedule C - lncome, Loans, & Euslness Posiftons - schedule attached

I Schedule D - lncone - Gifrs - schedule attached

[ Schedule E - lncome - Gifls - Travel Paynents - schedule attached

inferests on any schedu/e

-or-

tr None - lto

MAILINGAODRESS STREET

(Eusiness ot Agency Add,ess F€commended ' Public Docunenl)

Post Office Box 4317

CITY STATE ZIP CODE

Carmel-by-the-Sea CA 93921

TELEPHONE

avepotterformayor. com

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 cofrect"

(Fte the originally signed stalerent wth yout tiling officigl.)Date Signed

81712018

(nonLa, day. yealSignature

FPPC Form 7OO l2OL7l2Ol8lFPPC Advice Email: [email protected]

FPPC Toll-Free Helpline: 866 I 275-3772 www.fppc'ca'gov

and office sought, if difierent than Pad 1:

Page 2: onearnrH$yffi8ls 'TATEM covER PAGE I · 2019. 12. 20. · cALtFoRNtA FoRM 700 FAIR POLINCAL PRACTICES COMMISSION A PUBLIC DOCUMENT 'TATEM E N T oF EcoN oM r c r NrE RES?3Y onearnrH$yffi8ls

Potter Construction

SCHEDULE A.2lnvestments, lncome, and Assets

of Business Entities/Trusts(Ownership lnterest is 10% or Greater)

Potter Consulting

l.-:2)

6=,<Name

CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

Name

215W. Franklin Street, Suite 316Name

215W. Franklin Street, Suite 316

> 1. BUSINESS ENTITY OR TRUST

SHARE OF THE GROSS INCOME I9 THE ENTITYTTRUST)> 2. IDENTIFY THE D ONCLUDE YOUR PRO RATA

INCOME OF $10,000 OR MORE (Ahch a epade shoet if nocsary]NAME OF EACH REPORTABLE SINGLE SOURCE OF

4 INVESTMENTS AND INTERESTS IN REAL PROPERry HELD ORLEASED EI THE BUSINESS ENTITY OR,TRUST

Address f8uslress Address Acceptable)

Check one

tr Trust, go to 2 @ Business Enlity, complete the box, then go to 2

Address fBusness .Address Acceptable)

Check one

! Trust, go lo 2 [ Business Entity, complele the box, then go to 2

ntrtr

$0 - $4e9

$s00 - $1,000

$1,001 - $10,000

E $to.oot - $1oo,ooo

I oven $1oo,ooo

$0 - $499

$500 - $1,000

$1,001 - $10,000

$10,001 - $100,000ovER $100,000

En

! None or I Names listed below

Enviro lnternational, Grupo Flor, Duncan & Duncan,

one box:

I TNVESTMENT ! nenl PRoPERTY

None or Names listed below

check one box:

E TNVESTMENT ! nenl PRoPERTY

GENERAL OESCRIPTION OF THIS BUSINESS

Construction Company

FAIR I\4ARKET VALUE IF APPLICABLE. LIST DATE:

trtrtrEtr

$0 - $1,999

$2,000 - $10,000

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

---J----J 17 -J--Jll-ACOUIRED DISPOSED

NATURE OF INVESTMENT

E Partnership S Sole Proprietorship !

OwnerOths

YOUR BUSINESS POSITION

GENERAL DESCRIPTION OF THIS BUSINESS

Consulting Company

NATURE OF INVESTI\.IENT

! Partnership I Sole Propnetorship l-.| Other

ACQUIRED

YOUR BUSINESS POSITION

___)___J17_DISPOSED

nL]EtrD

Owner

IF APPLICABLE, LIST DATE:FAIR I,4ARKET VALUE

t t17s0 - $1.999s2.000 - $10,000

$10,001 - $100,000

$100,001 - $1.000,000

Over $1,000,000

> 1. BUSINESS ENTITY OR TRUST

> 2. IDENTIFY THE GROSS INCOME RECEIVED ONCLUDE YOUR PRO RATASHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST)

INCOME OF 510,000 OR MORE (Ahch a &parate sd i, nocessary.)

OF EACH REPORTABLE SINGLE SOURCE OF

> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD ORLEASED q THE BUSINESS ENTIW OR TRUST

Name of BusinessAssessor's Parcel

Enhty, if lnvestment, eINumber or Street Address of Real Property

Entity, if lnvestment, eINJmber or Skeet Address of Real Property

Name of BusinessAssessor's Parcel

Description of Business Activity QICrty or Other Precise Location of Real ProPerty

Description of Business Activity QICity or Other Precise Localion of Real Property

FAIR MARKET VALUE

$2,000 - $10,000

$10,001 - $100,000

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

NATURE OF INTEREST

E Property Ownership/Deed of Trust ! Stocf ! Partnership

FAIR IVIARKET VALUE IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:

--J--JJZ- --1----Jll-ACOUIRED DISPOSEO

$2,000 - $10,000

$10,001 - $100,000

$100,001 - s1,000,000Over $1,000,000

--r_-Jl7-ACOUIRED

__)__) 17DISPOSED

NATURE OF INTEREST

! eroperty Ownership/Deed of Trust ! Stocf I Partnership

I Leasehold f] otnerYre, remaining

!Leasehold

-

!otnerYrs. remalnlng

! Cnecf box if additionat schedules teporting investments or real propertyare attached

E Check box if additional schedules reporting investments or real propertyare attached

FPPC Form 7OO l20t7 l2OL8) Sch. A-2

FPPC Advice Email: [email protected] Toll-Free Helpline: 865/21 5-3772 wwwf ppc.ca.gov

Gomments

Page 3: onearnrH$yffi8ls 'TATEM covER PAGE I · 2019. 12. 20. · cALtFoRNtA FoRM 700 FAIR POLINCAL PRACTICES COMMISSION A PUBLIC DOCUMENT 'TATEM E N T oF EcoN oM r c r NrE RES?3Y onearnrH$yffi8ls

SCHEDULE Clncome, Loans, & Business

Positions(Other than Gifts and Travel Payments)

NAME OF SOURCE OF INCOME

Portola Hoteland Spa

ADDRESS (8us,ness Address Acceptable)

2 Porlola Plaza

BUSINESS ACTIVITY IF ANY OF SOURCE

Hospitality

YOUR BUSINESS POSITION

General Manager

GROSS INCOME RECEIVED ! No lncome - Business Position Only

! $soo - $r,ooo ! sr,oor - $1o,ooo

! sro,oor - sloo,ooo I ovrn $1oo,ooo

CONSIDERATION FOR WHICH INCOME WAS RECEIVED

! Satrry I Spouse's or registered domestic partner's income(For self-employed use Schedule A-2.)

E Partnership (Less than 1O% ownership. For 1O% or greater useSchedule A-2.)

I Sale of(Real propefty, caa b@L etc.)

I roan repayment

! Commission or ! Rental lncome, ,isl each source ol $1a.0oo or moe

(Descdbe)

! oti,er{Describe)

NAME OF SOURCE OF INCOIVIE

ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY IF ANY OF SOURCE

YOUR BUSINESS POSITION

GROSS INCOME RECEIVED ! No lncome - Business Position Only

[ $soo - $r,ooo E $r,oor - slo,ooo

I sro,oor - $1oo,ooo ! oven $1oo,ooo

CONSIDERATION FOR WHICH INCOME WAS RECEIVED

! Sata.y ! Spouse's or registered domestrc partner's income(For self-employed use Schedule A-2.)

! Partnership (Less than 1O% ownership. For 10% or greater useSchedule A-2.)

f, sale ot(Real prcpefty, @t, b@L etc.)

f Loan repayment

I Commission or E Rental lncome, /6, each sourca ot $1o.ooo ot more

(Describe)

! otnet(Desctibe)

r . tl :-1..L-\

Name

CALTFoRNIA FoRM 700FAIR POLITICAL PRACTICES COMiiIISSION

> 1. INCOME RECEIVEO > 1. INCOME RECEIVED

> 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 aretail installment or credit card transaction, made in the lender's regular course of business on terms available tomembers of the public without regard to your official status. Personal loans and loans received not in a lender'sregular course of business must be disclosed as follows:

NAME OF LENDER' INTEREST RATE

-,/.

I None

SECURITY FOR LOAN

! ttone

I Real Property

TERM (lvlonths/Years)

ADDRESS (Eusrness Address Acceptable)

BUSINESS ACTIVITY IF ANY OF LENDER ! Personal residence

addressHIGHEST BALANCE DURING REPORTING PERIOD

[ $soo - $t,ooo

! sr,oor - $ro,ooo

! $ro,oot - gloo,ooo

! oven $1oo,ooo(Desctibe)

Comments:

f, otner

FPPC Form 7OO l20l7 12078) Sch. C

FPPC Advice Email: [email protected] Toll-Free Helpline: 8661275-3772 www.fppc,ca.gov

City

[-l Guarantor

Page 4: onearnrH$yffi8ls 'TATEM covER PAGE I · 2019. 12. 20. · cALtFoRNtA FoRM 700 FAIR POLINCAL PRACTICES COMMISSION A PUBLIC DOCUMENT 'TATEM E N T oF EcoN oM r c r NrE RES?3Y onearnrH$yffi8ls

SCHEDULE Dlncome - Gifts

> NAI\4E OF SOURCE (Not an Acronym)

AT&T ProAm Tournament

ADDRESS (Buslness Address Acceptable)

27A 17 Mile Drive, Pebble Beach, CA 93953BUSINESS ACTIVITY, IF ANY OF SOURCE

Charity Golf Tournament

DATE (mmldd/yy) VALUE

> NAME OF SOURCE (Not an Acronym)

ADDRESS (Buslness Address Acceptable)

BUSINESS ACTIVITY IF ANY OF SOURCE

DATE (mm/dd/yy) VALUEDESCRIPTION OF GIFT(S)

100 Ticket and lunch

_-J__)_

__)__)_ s_

2 01 18___J___J_

08 05 'r8I

150.00

$_

_---J_--)- s-

---J-J- s-

DESCRIPTION OF GIFT(S)

DESCRIPTION OF GIFT(S)

DESCRIPTION OF GIFT(S)

> NAI\4E OF SOURCE (Not an Acronym)

Pebble Beach Company

ADDRESS (8us/ress Address Acceptable)

Post Office Box 1522, Pebble Beach, CA 93953BUSINESS ACTIVITY, IF ANY OF SOURCE

Hospitality

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

Concourse brunch

> NAME OF SOURCE (Not an Acronym)

ADDRESS (8usir?ess Address Acceptable)

BUSINESS ACTIVITY, IF ANY OF SOURCE

DATE (mm/dd/yy)

-__J__J_

_J__)_

VALUE

> NAME OF SOURCE (Not an Acronym)

ADDRESS (Busr,hess Acldress Acceptable)

EUSINESS ACTIVITY IF ANY OF SOURCE

DATE (mm/dd/yy) VALUE

$_

_---J_-J- s-

DESCRIPTION OF GIFT(S)

> NAME OF SOURCE (Not an Acronym)

ADDRESS (Buslness Address Acceptable)

BUSINESS ACTIVITY IF ANY OF SOURCE

DATE (mm/ddiyy) VALUE

Name

4 r^

CALIFORNIA FORM 700FAIR POLITICAL PRACTICE9 COMiil|SSION

Gomments

FPPC Form 7OO 12017 12018) Sch. D

FPPC Advice Email: [email protected] Toll-Free Helpline: 8661275-3772 www,fppc.ca.gov

_J-)- s-

$_

$_

$_

$_

--J--J- $-

$_

$_