HomeMy WebLinkAboutAnnual 2011CALIFORNIA • • 700 STATEMENT OF ECONOMIC INTERESTS
FAIR POLITICAL PRACTICES COMMISSION
PUBLIC DOCUMENT
COVER PAGE
.;'
Please type or print in ink.
NAME OF FILER (LAST) (FIRST) (MIDDLE)
Pinheiro Albert Manuel
1. Office, Agency, or Court
Agency Name
City of Gilroy
Division, Board, Department, District, if applicable
Your Position
city council
Mayor
► If filing for multiple positions, list below or on an attachment.
Community Development Agency
Agency:
Chair
Position:
2. Jurisdiction of Office (Check at least one box)
❑ State
❑ Judge or Court Commissioner (Statewide Jurisdiction)
❑ Multi- County
❑ County of
❑ City of Gilroy
❑ Other
3. Type of Statement (Check at least one box)
x Annual: The period covered is January 1, 2011, through
❑
❑ Leaving Office: Date Left I
December 31, 2011.
(Check one)
.or-
The period covered is I
through O The period covered is January 1, 2011, through the date of
December 31, 2011.
leaving office.
❑ Assuming Office: Date assumed I 1
O The period covered is I I through
the date of leaving office.
❑ Candidate: Election Year Office sought, if different than Part 1:
4. Schedule Summary
Check applicable schedules or "None."
► Total number of pages including this cover page: 7
RI Schedule A -1 - Investments - schedule attached
❑x Schedule C - Income, Loans, & Business Positions - schedule attached
n Schedule A -2 - Investments - schedule attached
❑ Schedule D - Income - Gifts - schedule attached
❑x 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 STATE ZIP CODE
(Business or Agency Address Recommended - Public Document)
7351 Rosanna St
Gilroy Ca 95020
DAYTIME TELEPHONE NUMBER
E -MAIL ADDRESS (OPTIONAL)
( 408 ) 846 -0227
apinheiro @ci.gilroy.ca.us
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
2--2?— 2-c)12— Signatu
(month, day, year) Ile the originally sign s a ement with your filing official.)
FPPC Form 700 (2011/2012)
FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
Please type or print in ink.
NAME OF FILER (LAST) (FIRST) (MIDDLE)
Pinheiro Albert Manuel
1. Office, Agency, or Court
South County Regional Wastewater Authority
Division, Board, Department, Distrid, if applicable Your Position
Board Board Member
P. If filing for rrultiple positions, list below or on an attachment.
A9�Y Local Agency Formation Commission Position: Alternate Board Member
2. Jurisdiction of Office (Check at least one box)
❑ State
❑ Witi-aunty
❑ Qty of —
❑ Judge or Court Corrmssioner (Statewide Jurisdiction)
❑x
Carty of Santa Clara
Ether South County Regional Waste Water authority
3. Type of Statement (Check at least one box)
0 Annual: The period covered is January 1, 2011, through ❑ Leaving Office: Date Left I I
December 31, 2011. (Check one)
-or-
The period covered is —J J through O The *od covered is January 1, 2011, through the date of
December 31, 2011. leaving office.
❑ Assuming Office: Date assumed J —J O The period covered is I throLgh
the date of leaving office.
❑ Candidate: Election Year Office sought, if different than Part 1:
4. Schedule Summary
Check applicable schedules or "None." o- Total number of pages including this cover page: 7
0 Schedule A -1 - Investments – schedule attached 0 Schedule C - Income, Loans, & Business Positions – schedule attached
X Schedule A -2 - Investments – schedule attached ❑ Schedule D - Income – Gifts – schedule attached
❑x Schedule B - Real Property – schedule attached ❑ Schedule E - Income – Gifts – Travel Payments – schedule attached
'or.
E] None - No reportable interests on any schedule
5. Verification
NWJUI`CADDRESS STREET CITY STATE ZIP CODE
(Business or Agency Address Recommended - Public Document)
7351 Rosanna St Gilroy Ca 95020
DAY -nNE TE1 E HOtE t JM3ER E -NWL NIFESS (CPTIU AQ
( 408 ) 846 -0227 apinheiro @ci.gilroy.ca.us
I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the bed of rry Ivro4edge the infon -ation contained
herein and in any attached solnedules is true and comloete. I a&mWedge this is a public doament.
I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date Signed Signature
(month, day, year) (File the originally signed statement with your filing official.)
FPPC Form 700 (2011/2012)
FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov
SCHEDULE A -1
Investments
Stocks, Bonds, and Other Interests
(Ownership Interest is Less Than 10 %)
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY
Pinnacle Bank
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Community Bank
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑X $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
R Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
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
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
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
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
Comments:
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Albert Name
► NAME OF BUSINESS ENTITY
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
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
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
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $1o,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
FPPC Form 700 (2011/2012) Sch. A -1
FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov
SCHEDULE A -2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
Al No- 1. BUSINESS ENTITY OR TRUST
Pinheiro Insurance Agency
Name
190 First St, Gilroy Ca 95020
Address (Business Address Acceptable)
Check one
E] Trust, go to 2 x❑ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
insurance
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
❑ $2,000 - $10,000
❑ $10,001 - $100,000 ACQUIRED DISPOSED
❑X $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑X Sole Proprietorship ❑ Partnership ❑
Other
YOUR BUSINESS POSITION owner
❑ $0 - $499 ❑ $10,001 - $100,000
❑ $500 $1,000 X❑ OVER $100,000
❑ $1,001 - $10,000
P� 3. LIST THE NAME OF ^• RTABLE SINGLE SOURCE OF
INCOME OF $10.000 OR •
11� 4. INVESTMENTS • INTERESTS IN REAL PROPERTY • BY THE
BUSINESS ENTITY OR
Check one box:
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity Q
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OFINTEREST
❑ Property Ownership /Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs. remaining
❑ Check box if additional schedules reporting investments or real properly
are attached
Comments:
Name
Albert Pinheiro
s- 1. BUSINESS ENTITY OR
Caravelle World Travel
Name
190 First St Gilroy Ca 95020
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2 ❑x Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Travel Agency
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
❑ $2,000 - $10,000
Q $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑X Sole Proprietorship ❑ Partnership ❑
Other
YOUR BUSINESS POSITION owner
w 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF • SS INCOME TO THE ENTITY[TRUST)
❑ $0 - $499 0 $10,001 - $100,000
❑ $500 - $1,000 ❑ OVER $100,000
❑ $1,001 - $10,000
m� 3. LIST THE NAME OF ••- TABLE SINGLE SOURCE OF
INCOME OF r0i OR
W 4. INVESTMENTS • INTERESTS IN REAL PROPERTY
•-
Check one box:
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity Q
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership /Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs. remaining
❑ Check box if additional schedules reporting investments or real property
are attached
FPPC Form 700 (2011 /2012) Sch. A -2
FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov
SCHEDULE B
Interests in Real Property
(Including Rental Income)
ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
565,575,585 East 7th St
CITY
Gilroy
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑
X $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
Q Ownership /Deed of Trust ❑ Easement
❑ Leasehold ❑
Yrs. remaining Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
❑X $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.
Sonia Patterson, Richard Chue,
Name
Albert Pinheiro
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
1463 Ousley Dr
CITY
Gilroy
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑
X $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
❑X 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.
* You are not required to report loans from commercial lending institutions 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`
Washington Mutual
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
institutional lender
INTEREST RATE
6.2 % ❑ None
TERM (Months/Years)
30
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
❑ Guarantor, if applicable
Comments:
NAME OF LENDER'
Washington Mutual
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
institutional lender
INTEREST RATE TERM (Months/Years)
5.8 % ❑ None 30
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
❑ Guarantor, if applicable
FPPC Form 700 (2011/2012) Sch. B
FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov
S
SCHEDULE B
Interests in Real Property
(Including Rental Income)
ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
190 First St
CITY
Gilroy
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
Q $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
X❑ 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.
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
Albert
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
7880,7886 Church St
CITY
Gilroy
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑X $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
0 Ownership /Deed of Trust ❑ Easement
❑ Leasehold ❑
Yrs. remaining Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
Q $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.
Rural Metro Ambulance Service
Becky Ramirez
* You are not required to report loans from commercial lending institutions 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"
Larry Connel
ADDRESS (Business Address Acceptable)
7990 Miller Ave Gilroy California
BUSINESS ACTIVITY, IF ANY, OF LENDER
retired real estate broker
INTEREST RATE
8 % ❑ None
TERM (Months/Years)
15
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
❑ Guarantor, if applicable
Comments:
NAME OF LENDER'
Washington Mutual
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
institutional lender
INTEREST RATE
6 % ❑ None
TERM (Months/Years)
30
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
❑ Guarantor, if applicable
FPPC Form 700 (2011/2012) Sch. B
FPPC Toll -Free Helpline: 8661275 -3772 www.fppc.ca.gov
SCHEDULE C CALIFORNIAj
Income, Loans, & Business FAIR POLITICAL jj
Positions Name
(Other than Gifts and Travel Payments) [Albert Pinheiro
NAME OF SOURCE OF INCOME
AI Pinheiro Insurance Agency
ADDRESS (Business Address Acceptable)
190 First St
BUSINESS ACTIVITY, IF ANY, OF SOURCE
insurance agency
YOUR BUSINESS POSITION
owner
GROSS INCOME RECEIVED
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's or registered domestic partner's income
❑ Loan repayment ❑ Partnership
F-1 1Z,1A „f
`J (Real property, car, boat, etc.)
❑
X Commission or ❑ Rental Income, list each source of $10,000 or more
❑ Other
(Describe)
NAME OF SOURCE OF INCOME
rentals
ADDRESS (Business Address Acceptable)
7880,7886 Church St 190 First. 565 -585 E 7th Gilroy
BUSINESS ACTIVITY, IF ANY, OF SOURCE
rentals
YOUR BUSINESS POSITION
owner
GROSS INCOME RECEIVED
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's or registered domestic partner's income
❑ Loan repayment ❑ Partnership
❑ Sale of
(Real property, car, boat etc)
❑ Commission or ❑ Rental Income, list each source of $10,000 or more
❑ Other
(Describe)
,so. 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)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
Comments:
.% ❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
❑ Guarantor
❑ Other
Street address
city
(Describe)
FPPC Form 700 (2011/2012) Sch. C
FPPC Toll -Free Helpline: 866 /275 -3772 www.fppc.ca.gov