Fppc Form 700 - Statement Of Economic Interests Page 6
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14instructions – schedule a-2
investments, income, and assets of Business entities/trusts
use Schedule A-2 to report investments in a business
period. See Reference Pamphlet, page 11, for examples.
entity (including a consulting business or other independent
Income from governmental sources may be reportable
contracting business) or trust (including a living trust) in
if not considered salary. See Regulation 18232. Loans
which you, your spouse or registered domestic partner,
from commercial lending institutions made in the lender’s
and your dependent children, together or separately, had a
regular course of business on terms available to members
10% or greater interest, totaling $2,000 or more, during the
of the public without regard to your official status are not
reporting period and which is located in, doing business in,
reportable.
planning to do business in, or which has done business during
• Disclose each individual or entity that was a source
the previous two years in your agency’s jurisdiction. See
of commission income of $10,000 or more during the
Reference Pamphlet, page 13. A trust located outside your
reporting period through the business entity identified
agency’s jurisdiction is reportable if it holds assets that are
in Part 1. See Reference Pamphlet, page 8, for an
located in or doing business in the jurisdiction. Do not report
explanation of commission income.
a trust that contains non-reportable interests. For example,
You may be required to disclose sources of income located
a trust containing only your personal residence not used in
outside your jurisdiction. For example, you may have a client
whole or in part as a business, your savings account, and
who resides outside your jurisdiction who does business on a
some municipal bonds, is not reportable.
regular basis with you. Such a client, if a reportable source of
Also report on Schedule A-2 investments and real property
$10,000 or more, must be disclosed.
held by that entity or trust if your pro rata share of the
Mark “None” if you do not have any reportable $10,000
investment or real property interest was $2,000 or more
sources of income to disclose. using phrases such as
during the reporting period.
“various clients” or “not disclosing sources pursuant to
to complete schedule a-2:
attorney-client privilege” may trigger a request for an
amendment to your statement. See Reference Pamphlet,
Part 1. Disclose the name and address of the business entity
page 14, for details about requesting an exemption from
or trust. If you are reporting an interest in a business entity,
disclosing privileged information.
check “Business Entity” and complete the box as follows:
Part 4. Report any investments or interests in real property
• Provide a general description of the business activity of the
held or leased by the entity or trust identified in Part 1 if your
entity.
pro rata share of the interest held was $2,000 or more during
• Check the box indicating the highest fair market value of
the reporting period. Attach additional schedules or use
your investment during the reporting period.
FPPC’s Form 700 Excel spreadsheet if needed.
• If you initially acquired or entirely disposed of this interest
• Check the applicable box identifying the interest held as
during the reporting period, enter the date acquired or
real property or an investment.
disposed.
• If investment, provide the name and description of the
• Identify the nature of your investment.
business entity.
• Disclose the job title or business position you held with the
• If real property, report the precise location (e.g., an
entity, if any (i.e., if you were a director, officer, partner,
assessor’s parcel number or address).
trustee, employee, or held any position of management). A
business position held by your spouse is not reportable.
• Check the box indicating the highest fair market value
of your interest in the real property or investment during
Part 2. Check the box indicating your pro rata share of the
the reporting period. (Report the fair market value of the
gross income received by the business entity or trust. This
portion of your residence claimed as a tax deduction if you
amount includes your pro rata share of the gross income
are utilizing your residence for business purposes.)
from the business entity or trust, as well as your community
• Identify the nature of your interest.
property interest in your spouse’s or registered domestic
partner’s share. Gross income is the total amount of income
• Enter the date acquired or disposed only if you initially
before deducting expenses, losses, or taxes.
acquired or entirely disposed of your interest in the
property or investment during the reporting period.
Part 3. Disclose the name of each source of income that is
located in, doing business in, planning to do business in, or
that has done business during the previous two years in your
agency’s jurisdiction, as follows:
• Disclose each source of income and outstanding loan
to the business entity or trust identified in Part 1 if
your pro rata share of the gross income (including your
community property interest in your spouse’s or registered
FPPC Form 700 (2017/2018)
domestic partner’s share) to the business entity or trust
FPPC Advice Email: advice@fppc.ca.gov
from that source was $10,000 or more during the reporting
FPPC Toll-Free Helpline: 866/275-3772
Instructions – 3
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