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HomeMy WebLinkAboutLeaving Office 2012STATEMENT OF ECONOMIC INTERESTS PUBLIC DOCUMENT Please type or print in ink. NAME OF FILER (LAST) Pinheiro 1. Office, Agency, or Court Agency Name South County Regional Wastewater Authority Division, Board, Department, District, if applicable Board of Directors ► If filing for multiple positions, list below or on an attachment. Albert COVER PAGE (FIRST) Your Position Board Member Agency: Position: 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Multi- County ❑ City of _ Gate, Receive-d Manuel ❑ Judge or Court Commissioner (Statewide Jurisdiction) © County of Santa Clara County Other South County Regional Wastewater Authority 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2012, through ❑✓ Leaving Office: Date Left 12 / 07 / 2012 -or- December 31, 2012. (Check one) The period covered is I I through Q The period covered is January 1, 2012, through the date of December 31, 2012. leaving office. ❑ 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 Check applicable schedules or "None." III- Total number of pages including this cover page: 7 [0 Schedule A -1 - Investments — schedule attached ® 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- E] 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 Street Gilroy CA 95020 UAY I IML I LLLNHUNL NUMt5LK E -MAIL AUUKESS (UPI ZONAL) ( 408 ) 846 -0227 al.pinheiro @cityofgilroy.org 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. 1 certify under penalty of perjury under the laws of the State of California that the foregojng.;c..true_4W,-eorrect. Date Signed 01/0312012 (month, day. year) �/fFde the ar*wlty signed statement with your filing official.) FPPC Form 700 (2012/2013) FPPC Advice Email: adviceOfppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov Date Pe eived 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 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. Agency: Community Development Agency 2. Jurisdiction of Office (Check at least one box) Position: Chair ❑ State ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ Multi- County ® City of ❑ County of ❑ Other 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2012, through ❑ Leaving Office: Date Left 12 / 07 / 2012 December 31, 2012. (Check one) The period covered is It through December 31, 2012. ❑ Assuming Office: Date assumed —J I ❑ Candidate: Election year Q The period covered is January 1, 2012, through the date of leaving office. O The period covered is — the date of leaving office. and office sought, if different than Part 1: 4. Schedule Summary Check applicable schedules or "None." lo. Total number of pages including this cover page: 7 through ❑ Schedule A -1 - Investments – schedule attached © 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- 0 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 Street Gilroy CA 95020 ( 408 ) 846 -0227 al.pinheiro @cityofgilroy.org 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 Date Signed 01/03/2012 (month, day, year) Signature correct. the originally signed statement with your filing official.) FPPC Form 700 (2012/2013) FPPC Advice Email: advice @fppc.ca.gov 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 ® $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule Q IF APPLICABLE, LIST DATE: _ —I —J 12 12 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 11 12 12 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: � / 12 —J —J 12 ACQUIRED DISPOSED Comments: Name Albert Pinheiro ► 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 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: I / 12 12 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100=0 ❑ $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: —J -1 12 �_/ 12 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: — / 12 _�� 12 ACQUIRED DISPOSED FPPC Form 700 (2012/2013) Sch. A -1 FPPC Advice Email: advice@)fppc.ca.gov 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 Street CITY Gilroy FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST © Ownership /Deed of Trust ❑ Leasehold IF APPLICABLE, LIST DATE: 12 _/_/12 ACQUIRED DISPOSED ❑ Easement El 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. ❑ None Sonia Patterson, 9�4 Name Albert Pinheiro ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 1463 Ousley Drive CITY Gilroy FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST © Ownership /Deed of Trust ❑ Leasehold IF APPLICABLE, LIST DATE: _J_/ 12 _/_/ 12 ACQUIRED DISPOSED ❑ Easement 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. ❑ None * 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 TERM (Months /Years) 6 /o ❑ 30 None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ 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) 6 % ❑ None 30 HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2012/2013) Sch. B FPPC Advice Email: advice@fppc.ca.gov 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) 1� 1. BUSINESS ENTITY •- AI Pinheiro Insurance Agency Name 190 First Street Gilroy CA. 95020 Address fBusiness Address Acceptable) Check one ❑ Trust, go to 2 Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $0 - $1,999 ❑ $2,000 - $10,000 112 ? 2 ❑ $10,001 - $100,000 ACQUIRED DISPOSED $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership [21 Sole Proprietorship ❑ Other YOUR BUSINESS POSITION ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑✓ OVER $100,000 ❑ $1,001 - $10,000 W 3. LIST THE NAME OF ••• TABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE tAltach a separate sheet if nec­ry.) ❑ None 4. INVESTMENTS • INTERESTS IN REAL PROPERTY OR LEASED BY THE BUSINESS ENTITY OR TRUST 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 or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ��12 �� � 2 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership /Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold F1 Other Yrs. remaining ❑ Check box if additional schedules reporting investments or real property are attached Comments: CALIFORNIA FORM 700 t AIR POLI IICA1 PRAC IIC[ S COMMISSION Albert Name - • 11� 1. BUSINESS ENTITY OR TRUST Caravelle World Travel Name 190 First Street Gilroy CA 95020 Address (Business Address Acceptable) Check one ❑ Trust, go to 2 Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $0 - $1,999 ❑ $2,000 - $10,000 -/-/ 12 � , �2 $10,001 - $100,000 ACQUIRED DISPOSED $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership [0 Sole Proprietorship ❑ [her YOUR BUSINESS POSITION SHARE • •• • • • • •• • OF •• SS INCOME 10 THE ENTITY/TRUST) F :1_41 © $10,001 - $100,000 000 ❑ OVER $100,000 10,000 lo- 3. LIST THE NAME OF ••• TABLE SINGLE SOURCE OF None PROPERTY 1� 4. INVESTMENTS AND INTERESTS IN REAL OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one box :. ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, pr Assessor's Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 12 /12 ❑ $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 (2012/2013) Sch. A -2 FPPC Advice Email: advice @fppc.ca.gov 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 190 First Street CITY Gilroy FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 -�-J 12 -/-112 0 $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ® 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. ❑ None Name Albert Pinheiro ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 7880, 7886 Chruch Street CITY Gilroy FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ® $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST Ownership /Deed of Trust IF APPLICABLE, LIST DATE: � 112 _/_/ 12 ACQUIRED DISPOSED ❑ 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. ❑ None 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, CA. BUSINESS ACTIVITY, IF ANY, OF LENDER retired real estate broker INTEREST RATE TERM (Months /Years) 8 % ❑ None 15 HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,00o ❑ $10,001 - $100,000 © 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) 6 E] 30 None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 © OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2012/2013) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Al Pinheiro Insurance Agency ADDRESS (Business Address Acceptable) 190 First Street, Gilroy Ca. 95020 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 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) Name Albert Pinheiro NAME OF SOURCE OF INCOME rentals ADDRESS (Business Address Acceptable) 7880, 7886 Church St.,190 1st 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 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) !IN- 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD J; * 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' 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: INTEREST RATE TERM (Months /Years) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 (2012/2013) Sch. C FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www,fppc,ca.gov