Kennedy 700CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
A PUBLIC DOCUMENT
Please type or print in ink.
NAME OF FILER (LAST)
Kennedy
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of Alameda
Division, Board, Department, District, if applicable
STATEMENT OF ECONOMIC INTERE
(FIRST)
Kevin
COVER PAGE
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)
El State
I=1 Multi-County
A
City of lameda
3. Type of Statement (Check at least one box)
Annual: The period covered is January 1, 2015, through
December 31, 2015.
-or-
The period covered is _/_/
December 31, 2015.
111 Assuming Office: Date assumed
Ej Candidate: Election year
, through
Position:
(3 V.?.1
' Initial Filihg
MAR 1 L. 2016 1
Ci.i. 't OF ALPtiviEDA
Gurrct:
Robert
• •
El Judge or Court Commissioner (Statewide Jurisdiction)
LI County of
LI Other
LI Leaving Office: Date Left
(Check one)
0 The period covered is January 1, 2015, through the date of
leaving office.
-or-
() The period covered is through
the date of leaving office.
and office sought, if different than Part 1:
4. Schedule Summary (must complete) ■ Total number of pages including this cover page:
Schedules attached
[0 Schedule A-1 - Investments — schedule attached
Schedule A-2 - Investments — schedule attached
ID Schedule B - Real Property — schedule attached
-or-
LJ - 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
Schedule C - Income, Loans, & Business Positions — schedule attached
El Schedule D - Income — Gifts — schedule attached
El Schedule E • Income — Gifts — Travel Payments — schedule attached
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
)
FPPC Form 700 (2015/2016)
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 1O%)
Do not attach brokerage or financial statements.
• NAME OF BUSINESS ENTITY
Bank of Marin
GENERAL DESCRIPTION OF THIS BUSINESS
Banking
FAIR MARKET VALUE
LI 52,000 - $10,000
5100,001 - $1,000,000
NATURE OF INVESTMENT
10 Stock 0 Other
0 510,001 - 5100,000
0 Over 51,000,000
(Describe)
O Partnership Q Income Received of $0 - 5499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
• NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
0 52,000 - $10,000
0 $100,001 - $1,000,000
O 510,001 - $100,000
0 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:
ACQUIRED DISPOSED
• NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
0 52,000 - 510,000
0 5100,001 - 51,000,000
O 510,001 - 5100,000
O Over 51,000,000
NATURE OF INVESTMENT
0 Stock 0 Other
(Descnbe)
fl Partnership 0 Income Received of $0 - 5499
0 Income Received of 5500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/_/ 15 / i15
ACQUIRED DISPOSED
Comments:
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
El 52,000 - 510,000
0 $100,001 - 51,000,000
0 510,001 - 5100,000
El Over $1,000,000
NATURE OF INVESTMENT
O Stock 0 Other
(Describe)
O Partnership Q Income Received of 50 - 5499
0 Income Received of 5500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
15
ACQUIRED
• NAME OF BUSINESS ENTITY
/ 15
DISPOSED
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
El 52,000 - 510,000
0 5100,001 - 51,000,000
0 $10,001 - 5100,000
El Over $1,000,000
NATURE OF INVESTMENT
O Stock 0 Other
(Describe)
O Partnership 0 Income Received of $0 - $499
0 Income Received of 5500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
• NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
El $2,000 - $10,000
O 5100,001 - $1,000,000
0 510,001 - 5100,000
0 Over $1,000,000
NATURE OF INVESTMENT
El Stock 0 Other
(Describe)
O Partnership 0 Income Received of $0 - $499
0 Income Received of 5500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ 15 15
ACQUIRED DISPOSED
FPPC Form 700 (2015/2016) 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)
It* 1. BUSINESS ENTITY OR TRUST
Kevin Kennedy, LLC
Name
1516 Oak St Suite 101, Alameda CA 94501
Address (Business Address Acceptable)
Check one
0 Trust, go to 2
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 / / 15
111 si000i - sioo,000 ACQUIRED
0 $100,001 - $1,000,000
lZ] Over $1,000,000
IF APPLICABLE, LIST DATE:
NATURE OF INVESTMENT
O Partnership 0 Sole Proprietorship
President
YOUR BUSINESS POSITION
LLC
/ / 15
DISPOSED
Other
f- --e
SHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST)
El $0 - $499
0 $500 - $1,000
0 si,00i - $10,000
ri 510,001 - $100,000
0 OVER $100,000
„ - (01*- •
INCOME OF $10,000 OR MORE (Attach a separate shet f necessary.)
None or 0 Names listed below
LEASED THE BUSINESS ENTITY OR TRUST
Check one box:
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 Qi
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 / / 15 / / 15
[1 $10o,00i - st000,000 ACQUIRED DISPOSED
11-] Over $1,000,000
NATURE OF INTEREST
El Property Ownership/Deed of Trust
0 Stook
Partnership
O Leasehold LI Other
Yrs. remaining
0 Check box if additional schedules reporting investments or real property
are attached
Commentc•
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
1. BUSINESS ENTITY OR TRUST
Name
Address (Business Address Acceptable)
Check one
0 Trust, go to 2
0 Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
0 $0 - $1,999
" LI $2,000 - $10,000
0 $10,001 - $100,000
Li $100,001 - $1,000,000
0 Over $1,000,000
IF APPLICABLE, LIST DATE:
/ /15 / /15
ACQUIRED DISPOSED
NATURE OF INVESTMENT
0 Partnership 0 Sole Proprietorship
YOUR BUSINESS POSITION
Other
'es- •
SHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST)
0 $0 - $499
0 $500 - $1,000
O $1,001 - $10,000
01 $10,001 - $100,000
0 OVER $100,000
• I • .88. • • °
INCOME OF 510,000 OR MORE (Attach a separate sheet if necessary)
, .
0 None or • Names listed below
LEASED BY THE BUSINESS ENTITY OR TRUST
• Check one box:
LE 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 or
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
0 S2,000 - $10,000
0 510,001 - $100,000 / / 15 / / 15
El sioo,00l - $1,000,000 ACQUIRED DISPOSED
0 Over $1,000,000
NATURE OF INTEREST
O Property Ownership/Deed of Trust 0 Stock 0 Partnership
O Leasehold Othe"
Yrs. remaining
D Check box if additional schedules reporting investments or real property
are attached
FPPC Form 700 (2015/2016) 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
1. INCOME RECEIVED 1. INCOME RECEIVED
NAME OF SOURCE OF INCOME
Kevin Kennedy, LLC
ADDRESS (Business Address Acceptable)
1516 Oak St Suite 101, Alameda CA 94501
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Investment Advisor
YOUR BUSINESS POSITION
President
GROSS INCOME RECEIVED
U5500 51.000
0 $1,001 '$10,000
&] OVER omo.00u
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
2 Salary 0 Spouse's or registered domestic partner's income
(For self-employed use Schedute A-2.)
O Partnership (Less than 1om ownership. For m% or greater
Schedule A-2.)
O Sale of
LJ Loan repayment
O Commission or El Rental more
(Real property, car, boat, etc.)
NAME OF SOURCE OF INCOME
Bank of Marin
ADDRESS (Business Address Acceptable)
504 Redwood Blvd Suite 100. Novato CAO4Q47
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Banking
YOUR BUSINESS POSITION
Director
GROSS INCOME RECEIVED
L]550 - 51,000 []51.001'510,000
2 510,001 - $100,000 OVER 5100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
2 Salary Spouse's or registere domestic partner's i000me
(For self-employed use Schedule A-2.)
LI Partnership (Less than 10% ownership. For 10� or greater
Schedule A-2.)
0 Sale of
LJ
Loan repayment
[] Commission or
+
(Describe)
[]Other 0omer
(Real property, car,boat, etc.)
Rental Income, Iist each source **0,0oor more
(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 Ioans and toans received not in a lender's
regular course of business must be disclosed as foliows:
NAME OF LENDER*
ADDRESS (Busines Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGI-IEST BALANCE DURING REPORTING PERIOD
U$500'$1,000
LJ 51'001 510.000
El $10,001 m100,000
LJ OVER mmn.000
Comments:
INTEREST RATE TERM (Months/Years)
OA
0 None
SECURITY FOR LOAN
0 None 0 Personal residence
El Real Property
▪ Guarantor
0 Other
Street address
City
FPPC Form 700 (2015/2016) Sch. C
FPPC Advice Email: advice@f nc.caanv
FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov