Fppc Form 700 - Statement Of Economic Interests Page 8
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14Instructions – Schedule B
Interests in real Property
Report interests in real property located in your agency’s
• If you received rental income, check the box indicating the
jurisdiction in which you, your spouse or registered domestic
gross amount you received.
partner, or your dependent children had a direct, indirect, or
• If you had a 10% or greater interest in real property and
beneficial interest totaling $2,000 or more any time during
received rental income, list the name of the source(s) if
the reporting period. Real property is also considered to be
your pro rata share of the gross income from any single
“within the jurisdiction” of a local government agency if the
tenant was $10,000 or more during the reporting period. If
property or any part of it is located within two miles outside
you received a total of $10,000 or more from two or more
the boundaries of the jurisdiction or within two miles of any
tenants acting in concert (in most cases, this will apply
land owned or used by the local government agency. See
to married couples), disclose the name of each tenant.
Reference Pamphlet, page 13.
Otherwise, mark “None.”
Interests in real property include:
• Loans from a private lender that total $500 or more and
are secured by real property may be reportable. Loans
• An ownership interest (including a beneficial ownership
from commercial lending institutions made in the
interest)
lender’s regular course of business on terms available
• A deed of trust, easement, or option to acquire property
to members of the public without regard to your official
• A leasehold interest (See Reference Pamphlet, page 14.)
status are not reportable.
• A mining lease
When reporting a loan:
• An interest in real property held in a retirement account
-
Provide the name and address of the lender.
(See Reference Pamphlet, page 15.)
-
Describe the lender’s business activity.
• An interest in real property held by a business entity or
-
Disclose the interest rate and term of the loan. For
trust in which you, your spouse or registered domestic
variable interest rate loans, disclose the conditions
partner, and your dependent children together had a 10%
of the loan (e.g., Prime + 2) or the average interest
or greater ownership interest (Report on Schedule A-2.)
rate paid during the reporting period. The term of
• Your spouse’s or registered domestic partner’s interests in
a loan is the total number of months or years given
real property that are legally held separately by him or her
for repayment of the loan at the time the loan was
SChEDuLE B
you are not required to report:
established.
Interests in real Property
(Including Rental Income)
• A residence, such as a home or vacation cabin, used
-
Check the box indicating the highest balance of the
exclusively as a personal residence (However, a residence
► ASSESSOR’S PARCEL NuMBER OR STREET ADDRESS
► ASSESSOR’S PARCEL
loan during the reporting period.
4600 24th Street
in which you rent out a room or for which you claim a
CITY
SChEDuLE B
CITY
-
Identify a guarantor, if applicable.
Sacramento
Interests in real Property
business deduction may be reportable. If reportable,
(Including Rental Income)
FAIR MARkET vALuE
IF APPLICABLE, LIST DATE:
FAIR MARkET vALuE
report the fair market value of the portion claimed as a tax
$2,000 - $10,000
$2,000 - $10,000
If you have more than one
17
17
/
/
/
/
$10,001 - $100,000
$10,001 - $100,000
ACQuIRED
DISPOSED
► ASSESSOR’S PARCEL NuMBER OR STREET ADDRESS
► ASSESSOR’S PARCEL
$100,001 - $1,000,000
$100,001 - $1,000,
deduction.)
reportable loan on a single
4600 24th Street
Over $1,000,000
Over $1,000,000
CITY
CITY
NATuRE OF INTEREST
NATuRE OF INTERES
piece of real property, report
Please note: A non-reportable residence can still be
Sacramento
Ownership/Deed of Trust
Easement
Ownership/Deed of
the additional loan(s) on
FAIR MARkET vALuE
IF APPLICABLE, LIST DATE:
FAIR MARkET vALuE
grounds for a conflict of interest and may be disqualifying.
Leasehold
Leasehold
$2,000 - $10,000
$2,000 - $10,000
Yrs. remaining
Other
Yrs.
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/
/
/
$10,001 - $100,000
$10,001 - $100,000
Schedule C.
ACQuIRED
DISPOSED
$100,001 - $1,000,000
$100,001 - $1,000,0
IF RENTAL PROPERTY, GROSS INCOME RECEIvED
IF RENTAL PROPERTY
• Interests in real property held through a blind trust (See
Over $1,000,000
Over $1,000,000
$0 - $499
$500 - $1,000
$1,001 - $10,000
$0 - $499
Reference Pamphlet, page 16, for exceptions.)
NATuRE OF INTEREST
NATuRE OF INTERES
Example:
$10,001 - $100,000
OvER $100,000
$10,001 - $100,000
Ownership/Deed of Trust
Easement
Ownership/Deed of
If you own a 10% or greater
SOuRCES OF RENTAL INCOME:
SOuRCES OF RENTA
Joe Nelson is a city planning
interest, list the name of each tenant that is a single source of
interest, list the nam
To Complete Schedule B:
Leasehold
Leasehold
income of $10,000 or more.
Yrs. remaining
Other
income of $10,000 o
Yrs.
None
None
commissioner. Joe received
IF RENTAL PROPERTY, GROSS INCOME RECEIvED
IF RENTAL PROPERTY
Henry Wells
• Report the precise location (e.g., an assessor’s parcel
$0 - $499
$500 - $1,000
$1,001 - $10,000
$0 - $499
rental income of $12,000
$10,001 - $100,000
OvER $100,000
$10,001 - $100,000
number or address) of the real property.
SOuRCES OF RENTAL INCOME:
If you own a 10% or greater
SOuRCES OF RENTA
during the reporting period
interest, list the name of each tenant that is a single source of
interest, list the nam
income of $10,000 or more.
income of $10,000 o
• Check the box indicating the fair market value of your
from a single tenant who
None
None
*
You are not required to report loans from commercial lending institutions ma
Henry Wells
business on terms available to members of the public without regard to your
interest in the property (regardless of what you owe on the
rented property Joe owned
loans received not in a lender’s regular course of business must be disclose
property).
in the city’s jurisdiction. If Joe
*
NAME OF LENDER
*
NAME OF LENDER
Sophia Petroillo
had received the $12,000
• Enter the date acquired or disposed only if you initially
*
You are not required to report loans from commercial lending institutions ma
ADDRESS (Business
ADDRESS (Business Address Acceptable)
business on terms available to members of the public without regard to your
2121 Blue Sky Parkway, Sacramento
from two or more tenants, the
acquired or entirely disposed of your interest in the
loans received not in a lender’s regular course of business must be disclose
BuSINESS ACTIvITY
BuSINESS ACTIvITY, IF ANY, OF LENDER
tenants’ names would not be
*
*
NAME OF LENDER
Restaurant Owner
NAME OF LENDER
property during the reporting period.
Sophia Petroillo
INTEREST RATE
TERM (Months/Years)
INTEREST RATE
required as long as no single
ADDRESS (Business
ADDRESS (Business Address Acceptable)
8
15 Years
• Identify the nature of your interest. If it is a leasehold,
%
None
%
2121 Blue Sky Parkway, Sacramento
tenant paid $10,000 or more.
HIGHEST BALANCE DuRING REPORTING PERIOD
HIGHEST BALANCE
disclose the number of years remaining on the lease.
BuSINESS ACTIvITY, IF ANY, OF LENDER
BuSINESS ACTIvITY
Restaurant Owner
$500 - $1,000
$1,001 - $10,000
$500 - $1,000
A married couple would be
$10,001 - $100,000
OvER $100,000
$10,001 - $100,00
INTEREST RATE
TERM (Months/Years)
INTEREST RATE
8
15 Years
considered a single tenant.
Guarantor, if applicable
Guarantor, if appl
%
None
%
Reminders
HIGHEST BALANCE DuRING REPORTING PERIOD
HIGHEST BALANCE
$500 - $1,000
$1,001 - $10,000
$500 - $1,000
• Income and loans already reported on Schedule B are
Comments:
$10,001 - $100,000
OvER $100,000
$10,001 - $100,00
not also required to be reported on Schedule C.
Guarantor, if applicable
Guarantor, if appl
FPPC Toll-Fr
• Real property already reported on Schedule A-2, Part 4
Comments:
is not also required to be reported on Schedule B.
FPPC Form 700 (2017/2018)
FPPC Toll-Fr
FPPC Advice Email: advice@fppc.ca.gov
• Code filers – do your disclosure categories require
FPPC Toll-Free Helpline: 866/275-3772
disclosure of real property?
Instructions – 12
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