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Kennedy_Kevin_2022_700 Statement of Economic Interests Schedule C - Income, Loans, & Business Positions – schedule attached Schedule D - Income – Gifts – schedule attached Schedule E - Income – Gifts – Travel Payments – schedule attached Leaving Office: Date Left // (Check one circle.) The period covered is January 1, 20222022, through the date of leaving office. The period covered is //, through the date of leaving office. Annual: The period covered is January 1, 2022,2022, through December 31, 20222022. The period covered is //, through December 31, 20222022. STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT 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 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 Received Filing 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 Position 1. Office, Agency, or Court NAME OF FILER (LAST) (FIRST) (MIDDLE) MAILING ADDRESS STREET CITY STATE ZIP CODE ( ) DAYTIME TELEPHONE NUMBER EMAIL 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 schedule 4. 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 (2022/2023) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 5 Filed Date: 03/02/2023 12:11 PM SAN: 121700195-STH-0195 Filed Date: 03/02/2023 12:11 PM SAN: 121700195-STH-0195 Kennedy Kevin City of Alameda Finance Department City Treasurer Alameda 4 2263 Santa Clara Ave., Rm. 220 Alameda CA 94501 510 747-4881 kevin@KevinKennedyLLC.com 03/02/2023 12:11 PM Kevin Kennedy SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements. IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 22 22 22 22 2222 222222 Name ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS Comments: 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 22 NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 2222 FPPC Form 700 - Schedule A-1 (2022/2023) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 7 22 22 22 22 22 22 22 22 22 22 22 22 Kevin Kennedy Bank of Marin Banking Valero Energy Energy Zoom Video Technology SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining Other NATURE OF INVESTMENT Partnership Sole Proprietorship IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 22 22 22 2222 22 Comments: Name Address (Business Address Acceptable) Name Address (Business Address Acceptable) FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS INVESTMENT 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 INVESTMENT 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 ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one Trust, go to 2 Business Entity, complete the box, then go to 2 Check one Trust, go to 2 Business Entity, complete the box, then go to 2 ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) Name 700 Check one box:Check one box: YOUR BUSINESS POSITION YOUR BUSINESS POSITION FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 $10,001 - $100,000 OVER $100,000 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM ► 1. BUSINESS ENTITY OR TRUST ► 1. BUSINESS ENTITY OR TRUST NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining 22 22 Other NATURE OF INVESTMENT Partnership Sole Proprietorship or ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) FPPC Form 700 - Schedule A-2 (2022/2023) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 9 None Names listed below None or Names listed below 22 22 22 22 22 22 22 22 Kevin Kennedy Kevin Kennedy, LLC 1516 Oak Street, Suite 101, Alameda CA 94501 Financial Planning LLC President, Managing Member (Real property, car, boat, etc.)(Real property, car, boat, etc.) SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) GROSS INCOME RECEIVED No Income - Business Position Only No Income - Business Position OnlyGROSS INCOME RECEIVED Name OVER $100,000 OVER $100,000 $500 - $1,000 $500 - $1,000 $1,001 - $10,000 $1,001 - $10,000 $10,001 - $100,000 $10,001 - $100,000 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM ► 1. INCOME RECEIVED NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION ► 1. INCOME RECEIVED NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION NAME OF LENDER* ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % None HIGHEST BALANCE DURING REPORTING PERIOD $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 Comments: ► 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from a commercial lending institution, 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: SECURITY FOR LOAN None Personal residence Real Property Guarantor Other Street address City (Describe) CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary 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.) Sale of Other CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary 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.) Sale of Other (Describe)(Describe) (Describe)(Describe) Rental Income, list each source of $10,000 or more Rental Income, list each source of $10,000 or moreCommission or Commission or Loan repayment Loan repayment FPPC Form 700 - Schedule C (2022/2023) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 13 Kevin Kennedy Bank of Marin 504 Redwood Blvd Suite 100 Novato CA 94947 Banking Director