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Kennedy 700CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION A PUBLIC DOCUMENT Please type or print in ink. NAME OF FILER (LAST) STATEMENT OF ECONOMIC INTEREST Kennedy Kevin 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Alameda Division, Board, Department, District, if applicable COVER PAGE in MAR 0 9 2015 (FIRST) oppyitt4 LR Your Position Treasurer ■ If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: 2. Jurisdiction of Office (Check at least one box) LI State 0 Multi-County City of Alameda 3. Type of Statement (Check at least one box) FA Annual: The period covered is January 1, 2014, through December 31, 2014. -or- The period covered is December 31, 2014. O Assuming Office: Date assumed O Candidate: Election year 4. Schedule Summary Check applicable schedules or "None." El Schedule A-1 - Investments — schedule attached • Schedule A-2 - Investments — schedule attached O Schedule B - Real Properly — schedule attached through Position' 111 Judge or Court Commissioner (Statewide Jurisdiction) El County of El Other 111 Leaving Office: Date Left (Check one) O The period covered is January 1, 2014, through the date of leaving office. O The period covered is / I through the date of leaving office. and office sought, if different than Part 1: ■ Total number of pages including this cover page: 4 Schedule C - Income, Loans, & Business Positions — schedule attached El Schedule D - Income — Gifts — schedule attached 0 Schedule E - Income — Gifts — Travel Payments — schedule attached -CN- D None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET (Business or Agency Address Recommended - Public Document) DAYTIME TELEPHONE NUMBER ( 510 ) 748-1898 CITY Alameda STATE ZIP CODE CA 94501 E-MAIL ADDRESS kevin@KevinKennedyLLC.com 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 fojj�fg is tfile and correc Date Signed (month, day day year) Signature (File he originally signe statement with your filing official.) FPPC Form 700 (2014/2015) 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 Bank of Marin GENERAL DESCRIPTION OF THIS BUSINESS Banking FAIR MARKET VALUE 0 $2,000 - $10,000 ▪ $100,001 - $1,000,000 0 $10,001 - $100,000 0 Over $1,000,000 NATURE OF INVESTMENT ▪ Stock 0 Other (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 14 _/_/ 14 ACQUIRED DISPOSED • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE 0 $2,000 - $10,000 O $100,001 - $1,000,000 NATURE OF INVESTMENT O Stock 0 Other 0 $10,001 - $100,000 0 Over $1,000,000 (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 14 L___J 14 ACQUIRED DISPOSED • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE 0 $2,000 - $10,000 O $100,001 - $1,000,000 Li $10,001 - $100,000 0 Over $1,000,000 NATURE OF INVESTMENT Li Stock 0 Other (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / 14 ACQUIRED DISPOSED Comments: CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE 0 $2,000 - $10,000 0 $100,001 - $1,000,000 0 $10,001 - $100,000 0 Over $1,000,000 NATURE OF INVESTMENT 0 Stock 0 Other (Describe) 11 Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: __j14 / / 14 ACQUIRED DISPOSED • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE 0 $2,000 - $10,000 0 $100,001 - $1,000,000 NATURE OF INVESTMENT O Stock 0 Other 0 $10,001 - $100,000 0 Over $1,000,000 (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / 14 / 14 ACQUIRED DISPOSED , • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE Li $2,000 - $10,000 0 $100,001 - $1,000,000 O $10,001 - $100,000 O Over $1,000,000 NATURE OF INVESTMENT O Stock 0 Other (Describe) O Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 14 / / 14 ACQUIRED DISPOSED FPPC Form 700 (2014/2015) Sch. A-1 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Help line: 866/275-3772 www.fppc.ca.gov SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) 10. 1. BUSINESS ENTITY OR TRUST Kevin Kennedy, LLC Name Address (Business Address Acceptable) Check one LI Trust, go to 2 211 Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Investment Advisor FAIR MARKET VALUE 0 $0 - $1,999 0 $2,000 - $10,000 0 $10,001 - $100,000 Eli $100,001 - $1,000,000 Over $1,000,000 IF APPLICABLE, LIST DATE: / /14 ACQUIRED NATURE OF INVESTMENT 0 Partnership El Sole Proprietorship President YOUR BUSINESS POSITION LLC /14 DISPOSED Other SHARE OF THE GROSS INCOME IQ THE ENT1TY/TRUST) CI $0 - $499 El $500 - $1,000 [11 $1,001 - $10,000 El $10,001 - $100,000 OVER $100,000 • a sep.arate sheet it necessary.) INCOME OF $10,000 OR MORE (Attach - - • None Or Names listed below • LEASED By. THE BUSINESS ENTITY OR TRUST Check one box: El INVESTMENT 0 REAL PROPERTY Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Description of Business Activity of City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: 0 $2,000 - $10,000 Eli $10,001 - $100,000 / / 14 f 14 El $100,001 - $1,000,000 ACQUIRED DISPOSED 0 Over $1,000,000 NATURE OF INTEREST o Property Ownership/Deed of Trust 0 Stock 0 Partnership 0 Leasehold 0 Other Yrs. remaining El Check box if additional schedules reporting investments or real property are attached Comments: CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name 1. BUSINESS ENTITY OR TRUST Name Address (Business Address Acceptable) Check one C] Trust, go to 2 El Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE 0 $0 - $1,999 0 $2,000 - $10,000 0 $10,001 - $100,000 0 $100,001 - $1,000,000 o Over $1,000,000 IF APPLICABLE, LIST DATE: _/_/ 14 j / 14 ACQUIRED DISPOSED NATURE OF INVESTMENT El Partnership Sole Proprietorship YOUR BUSINESS POSITION El Other , . to 'et---■ SHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST) P 0 $0 - $499 0 $500 - $1,000 El $1,001 - $10,000 0 $10,001 - $100,000 0 OVER $100,000 • INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary,( None or Li Names listed b I LEASED ,13.Y THE BUSINESS ENTITY OR TRUST Check one box: 0 INVESTMENT El REAL PROPERTY Name of Business Entity, if Investment, gr 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: 0 $2,000 - $10,000 0 $10,001 - $100,000 / / 14 / / 14 El $100,001 - $1,000,000 ACQUIRED DISPOSED 0 Over $1,000,000 NATURE OF INTEREST El Property Ownership/Deed of Trust Li Stock 0 Partnership El Leasehold 0 Other Yrs. remaining 0 Check box if additional schedules reporting investments or real property are attached FPPC Form 700 (2014/2015) Sch. A-2 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) CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name II- 1. INCOM RE EIVED 1. INCOME RECEIVE® NAME OF SOURCE OF INCOME Kevin Kennedy, LLC ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE Investment Advisor Banking YOUR BUSINESS POSITION YOUR BUSINESS POSITION Director NAME OF SOURCE OF INCOME Bank of Marin ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE President GROSS INCOME RECEIVED GROSS INCOME RECEIVED 0 $500 - $1,000 0 $1,001 - $10,000 LI $500 - $1,000 0 $10,001 - $100,000 OVER $100,000 l $10,001 - $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary 0 Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) 0 Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) 0 Sale of 0 Loan repayment Commission or El] Other (Real property, car boat, etc.) Rental Income, list each source of $10,000 or more (Describe) (Describe) $1,001 - $10,000 0 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary 0 Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) 0 Sale of El Loan repayment El Commission or Other (Real property, car, boat, etc.) D Rental Income, list each source of 310,000 or more (Describe) (Describe) * 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 El $500 - $1,000 El $1,001 - $10,000 ID $10,001 - $100,000 0 OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) El None SECURITY FOR LOAN None 0 Personal residence 0 Real Property Guarantor 0 Other Street address City (Describe) FPPC Form 700 (2014/2015) Sch. C FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov