Form 700

December 20242024-2025Statement ofEconomic Interests Form 700California Fair Political Practices Commission1102 Q Street, Suite 3050 • Sacramento, CA 95811Email Advice: [email protected] advice line: 1 (866) ASK-FPPC • 1 (866) 275-3772Telephone: (916) 322-5660 • Website: www.fppc.ca.govA Public DocumentTable of ContentsQuick Start Guide .................................................... p.2What to Know ........................................................... p.3Types of Statements ................................................. p.5Cover Page and SchedulesCover Page ........................................................ p.6Schedule A-1 (Investments) ............................... p.8Schedule A-2 (Business Entities/Trusts) ............ p.10Schedule B (Real Property) ...............................p.12Schedule C (Income) .........................................p.14Schedule D (Gifts) ..............................................p.16Schedule E (Travel Payments) ...........................p.18Restrictions and Prohibitions ....................................p.20Q & A ........................................................................p.21Helpful Resources•Video Tutorials•Reference Pamphlet•Excel Version•FAQs•Gift and Travel FactSheet for State andLocal Officials Quick Start GuideDetailed instructions begin on page 3.WHEN IS THE ANNUAL STATEMENT DUE? • March 3 – Elected State Officers, Judges and Court Commissioners, State Board and Commission members listed in Government Code Section 87200• April 1 – Most other filersWHERE DO I FILE?Most people file the Form 700 with their agency. Certain filers are required to file electronically with the FPPC. (See next page). If you’re not sure where to file your Form 700, contact your filing officer or the person who asked you to complete it.ITEMS TO NOTE!• The Form 700 is a public document.• Only filers serving in active military duty may receive an extension on the filing deadline.• You must also report interests held by your spouse or registered domestic partner.• Your agency’s conflict of interest code will help you to complete the Form 700. You are encouraged to get your conflict of interest code from the person who asked you to complete the Form 700.NOTHING TO REPORT?Mark the “No reportable interests” box on Part 4 of the Cover Page, and submit only the signed Cover Page. Please review each schedule carefully!ScheduleCommonReportable InterestsCommonNon-Reportable InterestsA-1: InvestmentsStocks, including those held in an IRA or 401K. Each stock must be listed.Insurance policies, government bonds, diversified mutual funds, funds similar to diversified mutual funds.A-2:Business Entities/TrustsBusiness entities, sole proprietorships, partnerships, LLCs, corporations and trusts. (e.g., Form 1099 filers).Savings and checking accounts, cryptocurrency, and annuities.B: Real PropertyRental property in filer’s jurisdiction, or within two miles of the boundaries of the jurisdiction.A residence used exclusively as a personal residence (such as a home or vacation property).C:IncomeNon-governmental salaries. Note that filers are required to report only half of their spouse’s or partner’s salary.Governmental salary (from school district, for example).D:GiftsGifts from businesses, vendors, or other contractors (meals, tickets, etc.).Gifts from family members.E:Travel PaymentsTravel payments from third parties (not your employer).Travel paid by your government agency.Note: Like reportable interests, non-reportable interests may also create conflicts of interest and could be grounds for disqualification from certain decisions. QUESTIONS? • [email protected] • (866) 275-3772 Mon-Thurs, 9-11:30 a.m.E-FILING ISSUES?• If using your agency’s system, please contact technical support at your agency.• If using FPPC’s e-filing system, write to [email protected]. FPPC Form 700 (2024/2025) [email protected] • 866-275-3772 • www. .ca.gov Page -2 Officials and Candidates Specified in Section 87500: The Act requires that the following officeholders and candidates for the positions listed below file electronically using the FPPC’s e-filing system. • Statewide elected officers and candidates for statewide elective office. (For a complete list of statewide elected officers please see Reference Pamphlet, Page 6.) • Members and candidates for the Legislature and State Board of Equalization• Designated employees of the Legislature directed to file with the FPPC by the house of the Legislature by which they are employed• Members of the Public Utilities Commission, State Energy Resources Conservation and Development Commission, or California Coastal Commission • Members of a state licensing or regulatory board, bureau, or commission • Members of the Fair Political Practices Commission• Appointed members to a state board, commission, or similar multimember body of the state if the FPPC has been designated as the filing officer in the conflict of interest code of the respective board, commission, or body. (Please contact your agency for a copy of your agency’s conflict of interest code.)• Designated employees of more than one joint powers insurance agency who elect to file a multiagency statement pursuant to Section 87350 • Judges, court commissioners, or candidates for judge• Officeholder or candidate for the office of district attorney, county counsel, county treasurer, or county board of supervisors• Officeholder or candidate for the office of city council member, city treasurer, city attorney, or mayor• County chief administrative officer, city manager, or if there is no city manager, the chief administrative officer• County or city planning commissioner• Head of a local government agency or member of a local government board or commission, if the FPPC has been designated as the filing officer in the conflict of interest code of the respective agency, board, or commission. (Please contact your agency for a copy of your agency’s conflict of interest code.)Candidates, for offices not listed in Section 87500 above, file as follows: • County offices (e.g., candidates running for local elective office that are designated in a conflict of interest code): File with your county elections official.• City offices (e.g., candidates running for local elective office that are designated in a conflict of interest code): File with your City Clerk.• Multi-county offices: File with your county elections official with whom you file your declaration of candidacy. FPPC Form 700 (2024/2025) [email protected] • 866-275-3772 • www.fppc.ca.gov Page -3 What’s NewGift Limit IncreaseThe gift limit increased to $630 for calendar years 2025 and 2026. The gift limit in calendar year 2024 was $590.Required Electronic Filing for 87500 FilersCertain candidates and officials specified in Section 87500 are now required to file their Form 700 electronically using the FPPC’s e-filing system. Filers for the offices listed under Section 87500 should contact the FPPC at [email protected] to obtain their login and password information. Who must file:• Elected and appointed officials and candidates listed in Government Code Section 87200• Employees, appointed officials, and consultants filing pursuant to a conflict of interest code (“code filers”). Obtain your disclosure categories, which describe the interests you must report, from your agency; they are not part of the Form 700• Candidates running for local elective offices that are designated in a conflict of interest code (e.g., county sheriffs, city clerks, school board trustees, and water board members)Exception: • Candidates for a county central committee are not required to file the Form 700• Employees in newly created positions of existing agenciesFor more information, see Reference Pamphlet, page 3, at www.fppc.ca.gov. Where to file:Code Filers — State and Local Officials, Employees, and Consultants Designated in a Conflict of Interest Code: File with your agency, board, or commission unless otherwise specified in your agency’s code (e.g., Legislative staff files directly with FPPC). In most cases, the agency, board, or commission will retain the statements.Members of Newly Created Boards and Commissions: File with your agency or with your agency’s code reviewing body pursuant to Regulation 18754.Employees in Newly Created Positions of Existing Agencies: File with your agency or with your agency’s code reviewing body. (See Reference Pamphlet, page 3.)Multi-County Agencies, Boards, Commissions: File with your agency, board, or commission unless otherwise specified in your agency’s code. Please review your agency’s conflict of interest code as some multi-county offices are required to file electronically with the FPPC. In most cases, the agency, board, or commission will retain the statements. 87200 State Filers, for offices not specified in Section 87500, file as follows: File with your agency, board, or commission unless otherwise specified in your agency’s code. Please review your agency’s conflict of interest code as some 87200 state offices are required to file electronically with the FPPC. In most cases, the agency, board, or commission will retain the statements. What to Know Assuming Office and Leaving Office StatementsMost filers file within 30 days of assuming or leaving office or within 30 days of the effective date of a newly adopted or amended conflict of interest code.Exception:If you assumed office between October 1,2024, and December 31, 2024, and filed an assuming office statement, you are not required to file an annual statement until March 2, , 2026, or April 1, 2026, whichever is applicable. The annual statement will cover the day after you assumed office through December 31, 2025. (See Reference Pamphlet, page 7, for additional exceptions.Candidate StatementsFile no later than the final filing date for the declaration of candidacy or nomination documents. A candidate statement is not required if you filed an assuming office or annual statement for the same jurisdiction within 60 days before filing a declaration of candidacy or other nomination documents.Certain candidates listed in Government Code Section 87500 are required to file their candidate statement electronically via the FPPC’s e-filing system. Please refer to Page 3, Where to File section, for the list of offices required to file electronically with FPPC. Filers for the offices listed under Section 87500 should contact the FPPC at [email protected] to obtain their login and password information.Late StatementsThere is no provision for filing deadline extensions unless the filer is serving in active military duty. (See page 20 for information on penalties and fines.)AmendmentsStatements may be amended at any time. You are only required to amend the schedule that needs to be revised. It is not necessary to amend the entire filed form. The amended schedule(s) is attached to your original filed statement. Obtain amendment schedules at www.fppc.ca.gov. Filers authorized to file electronically amend their statements using their agency’s electronic filing system. Note: If you are a candidate or officeholder listed under Government Code Section 87500, then you must amend your statements electronically using the FPPC’s e-filing system. FPPC Form 700 (2024/2025) [email protected] • 866-275-3772 • www.fppc.ca.gov Page -4 How to file:The Form 700 is available at www.fppc.ca.gov. Additional PDF schedules of Form 700 are available on the FPPC’s website. Form 700 schedules are also available in Excel format. Filers should always check with their filing officer to see if their agency requires a particular filing method. All statements are signed under penalty of perjury and must be verified by the filer. See Regulation 18723.1(c) for filing instructions for copies of expanded statements. Depending on your agency’s requirements, statements can be required to be filed in the following formats:Wet Signature ? Each Statement must have a handwritten “wet” signature. Wet signature statements can be filed either by hand delivery or mail.Digital Signature ? Each statement must be signed with a verified digital signature via the filer’s agency email address if permitted by the filing officer. The statement must be sent by email as a PDF with the digital signature affixed to the document. (See Regulations 18104 and 18757, as well as FPPC’s Filing with a Digital Signature Fact Sheet for additional guidance).Electronic Signature ? Each statement must be signed with a secure electronic signature submitted using an approved electronic filing system. Filers must be duly authorized by their filing officer to file electronically under Government Code Section 87500.2. When to file:Annual Statements ?March 3, 2025 -Elected State Officers -Judges and Court Commissioners -State Board and State Commission Members listed in Government Code Section 87200 ?April 1, 2025 -Most other filersIndividuals filing under conflict of interest codes in city and county jurisdictions should verify the annual filing date with their filing official or filing officer.Statements postmarked by the filing deadline are considered filed on time.Statements of 30 pages or less may be emailed or faxed by the deadline as long as the originally signed paper version is sent by first class mail to the filing official within 24 hours. What to Know Continued Leaving Office Statement: Generally, the period covered is January 1, 2024, through the date you stopped performing the duties of your position. If the period covered differs from January 1, 2024, through the date you stopped performing the duties of your position (for example, you assumed office between October 1, 2023, and December 31, 2023, or you are combining statements), the period covered must be specified. The reporting period can cover parts of two calendar years. • Report: Investments, interests in real property, business positions held, and income (including loans, gifts, and travel payments) received during the period covered by the statement. Do not change the preprinted dates on Schedules A-1, A-2, and B unless you are required to report the acquisition or disposition of an interest that did not occur in 2024.Candidate Statement: If you are filing a statement in connection with your candidacy for state or local office, investments, interests in real property, and business positions held on the date of filing your declaration of candidacy must be reported. In addition, income (including loans, gifts, and travel payments) received during the 12 months prior to the date of filing your declaration of candidacy is reportable. Do not change the preprinted dates on Schedules A-1, A-2, and B.Candidates running for local elective offices (e.g., county sheriffs, city clerks, school board trustees, or water district board members) must file candidate statements, as required by the conflict of interest code for the elected position. The code may be obtained from the agency of the elected position.Amendments: If you discover errors or omissions on any statement, file an amendment as soon as possible. You are only required to amend the schedule that needs to be revised; it is not necessary to refile the entire form. Obtain amendment schedules from the FPPC website at www.fppc.ca.gov.Note: Once you file your statement, you may not withdraw it. All changes must be noted on amendment schedules.Expanded Statement:If you hold multiple positions subject to reporting requirements, you may be able to file an expanded statement for each position, rather than a separate and distinct statement for each position. The expanded statement must cover all reportable interests for all jurisdictions and list all positions on the Form 700 or on an attachment for which it is filed. The rules and processes governing the filing of an expanded statement are set forth in Regulation 18723.1.Types of StatementsAssuming Office Statement: If you are a newly appointed official or are newly employed in a position designated, or that will be designated, in a state or local agency’s conflict of interest code, your assuming office date is the date you were sworn in or otherwise authorized to serve in the position. If you are a newly elected official, your assuming office date is the date you were sworn in. • Report: Investments, interests in real property, and business positions held on the date you assumed the office or position must be reported. In addition, income (including loans, gifts, and travel payments) received during the 12 months prior to the date you assumed the office or position.For positions subject to confirmation by the State Senate or the Commission on Judicial Appointments, your assuming office date is the date you were appointed or nominated to the position. • Example: Maria Lopez was nominated by the Governor to serve on a state agency board that is subject to state Senate confirmation. The assuming office date is the date Maria’s nomination is submitted to the Senate. Maria must report investments, interests in real property, and business positions Maria holds on that date, and income (including loans, gifts, and travel payments) received during the 12 months prior to that date.If your office or position has been added to a newly adopted or newly amended conflict of interest code, use the effective date of the code or amendment, whichever is applicable. • Report: Investments, interests in real property, and business positions held on the effective date of the code or amendment must be reported. In addition, income (including loans, gifts, and travel payments) received during the 12 months prior to the effective date of the code or amendment.Annual Statement: Generally, the period covered is January 1, 2024, through December 31, 2024. If the period covered by the statement is different than January 1, 2024, through December 31, 2024, (for example, you assumed office between October 1, 2023, and December 31, 2023 or you are combining statements), you must specify the period covered.• Investments, interests in real property, business positions held, and income (including loans, gifts, and travel payments) received during the period covered by the statement must be reported. Do not change the preprinted dates on Schedules A-1, A-2, and B unless you are required to report the acquisition or disposition of an interest that did not occur in 2024.• If your disclosure category changes during a reporting period, disclose under the old category until the effective date of the conflict of interest code amendment and disclose under the new disclosure category through the end of the reporting period. FPPC Form 700 -Cover Page (2024/2025) [email protected] • 866-275-3772 • www.fppc.ca.gov Page -5 Leaving Office: Date Left //(Check one circle below.) The period covered is January 1, 2024, through the date of leaving office. The period covered is //, through the date of leaving office. Schedule C -Income, Loans, & Business Positions – schedule attached Schedule D -Income – Gifts – schedule attached Schedule E -Income – Gifts – Travel Payments – schedule attachedAnnual: The period covered is January 1, 2024, through //, through December 31, 2024.The period covered is December 31, 2024.STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENTI 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 (month, day, year)3.Type of Statement (Check at least one box)State Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) ( Statewide Jurisdiction) Multi-County County of City of Other 2.Jurisdiction of Office (Check at least one box)Candidate: Date of Election and office sought, if different than Part 1: Assuming Office: Date assumed //Date Initial Filing ReceivedFiling Official Use Only Please type or print in ink. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM Agency Name (Do not use acronyms) Division, Board, Department, District, if applicable Your Position1.Office, Agency, or CourtNAME OF FILER (LAST) (FIRST) (MIDDLE)MAILING ADDRESS STREET CITY STATE ZIP CODE ( ) DAYTIME TELEPHONE NUMBEREMAIL ADDRESS(Business or Agency Address Recommended -Public Document)Signature (File the originally signed paper statement with your filing official.)5.Verification ? If filing for multiple positions, list below or on an attachment. (Do not use acronyms)Agency: Position: -or--or-None -No reportable interests on any schedule4.Schedule Summary (required)Schedules attached Schedule A-1 -Investments – schedule attached Schedule A-2 -Investments – schedule attached Schedule B -Real Property – schedule attached? Total number of pages including this cover page:-or-FPPC Form 700 -Cover Page (2024/2025) [email protected] • 866-275-3772 • www.fppc.ca.gov Page -6 nn Minta Timothy Kojo Treasure Island Development Authority Board of Directors Board Member San Francisco 2 4 4 94130 39 Treasure Island Rd CA San Francisco 415 274-0660 [email protected] 1/23/2026 •If your agency is not a state office, court, county office, cityoffice, or multi-county office (e.g., school districts, specialdistricts and JPAs), check the “other” box and enter thecounty or city in which the agency has jurisdiction.Example: This filer is a member of a water district board with jurisdiction in portions of Yuba and Sutter Counties.Part 3. Type of StatementCheck at least one box. The period covered by a statement is determined by the type of statement you are filing. If you are completing a 2024 annual statement, do not change the pre-printed dates to reflect 2025. Your annual statement is used for reporting the previous year’s economic interests. Economic interests for your annual filing covering January 1, 2025, through December 31, 2025, will be disclosed on your statement filed in 2026. See Reference Pamphlet, page 4.Combining Statements: Certain types of statements for the same position may be combined. For example, if you leave office after January 1, but before the deadline for filing your annual statement, you may combine your annual and leaving office statements. File by the earliest deadline. Consult your filing officer or the FPPC.Part 4. Schedule Summary•Complete the Schedule Summary after you have reviewedeach schedule to determine if you have reportableinterests.•Enter the total number of completed pages including thecover page and either check the box for each schedule youuse to disclose interests; or if you have nothing to discloseon any schedule, check the “No reportable interests” box.Please do not attach any blank schedules.Part 5. VerificationComplete the verification by signing the statement and entering the date signed. Each statement must have an original “wet” signature unless filed with a secure electronic signature. (See page 4 above.) All statements must be signed under penalty of perjury and be verified by the filer pursuant to Government Code Section 81004. See Regulation 18723.1(c) for filing instructions for copies of expanded statements. When you sign your statement, you are stating, under penalty of perjury, that it is true and correct. Only the filer has authority to sign the statement. An unsigned statement is not considered filed and you may be subject to late filing penalties. InstructionsCover PageEnter your name, mailing address, and daytime telephone number in the spaces provided. Because the Form 700 is a public document, you may list your business/office address instead of your home address.Part 1. Office, Agency, or Court•Enter the name of the office sought or held, or the agency orcourt. Consultants must enter the public agency name ratherthan their private firm’s name. (Examples: State Assembly;Board of Supervisors; Office of the Mayor; Department ofFinance; Hope County Superior Court).•Indicate the name of your division, board, or district, ifapplicable. (Examples: Division of Waste Management;Board of Accountancy; District 45). Do not use acronyms.•Enter your position title. (Examples: Director; Chief Counsel;City Council Member; Staff Services Analyst).•If you hold multiple positions (i.e., a city council member whoalso is a member of a county board or commission) you maybe required to file separate and distinct statements with eachagency. To simplify your filing obligations, in some cases youmay instead complete a single expanded statement and file itwith each agency.•The rules and processes governing the filing of anexpanded statement are set forth in Regulation 18723.1.To file an expanded statement for multiple positions,enter the name of each agency with which you arerequired to file and your position title with each agencyin the space provided. Do not use acronyms. Attach anadditional sheet if necessary. Complete one statementdisclosing all reportable interests for all jurisdictions.Then file the expanded statement with each agency asdirected by Regulation 18723.1(c).If you assume or leave a position after a filing deadline, you must complete a separate statement. For example, a city council member who assumes a position with a county special district after the April annual filing deadline must file a separate assuming office statement. In subsequent years, the city council member may expand their annual filing to include both positions.Example:Brian Bourne is a city council member for the City of Lincoln and a board member for the Camp Far West Irrigation District –a multi-county agency that covers the Counties of Placer andYuba. The City is located within Placer County. Brian maycomplete one expanded statement to disclose all reportableinterests for both offices and list both positions on the CoverPage. Brian will file the expanded statement with each the Cityand the District as directed by Regulation 18723.1(c).Part 2. Jurisdiction of Office•Check the box indicating the jurisdiction of your agencyand, if applicable, identify the jurisdiction. Judges, judicialcandidates, and court commissioners have statewidejurisdiction. All other filers should review the ReferencePamphlet, page 14, to determine their jurisdiction.•If your agency is a multi-county office, list each county inwhich your agency has jurisdiction. State Judge or Court Commissioner (Statewide Jurisdiction) Multi-County County of City of Other 2.Jurisdiction of Office (Check at least one box)Agency Name (Do not use acronyms) Division, Board, Department, District, if applicable Your Position1. Office, Agency, or Court ? If filing for multiple positions, list below or on an attachment. (Do not use acronyms)Agency: Position: Yuba & Sutter CountiesBoard MemberN/AN/AFeather River Irrigation District FPPC Form 700 -Cover Page (2024/2025) [email protected] • 866-275-3772 • www.fppc.ca.gov Page -7