Kennedy_Kevin_2023_700 Statement of Economic Interests CALIFORNIA FORM 700 STATEMENT OF ECONOMIC INTERESTS
FAIR POLITICAL PRACTICES COMMISSION COVER PAGE
A PUBLIC DOCUMENT Filed Date: 03/05/2024 02:50 PM
SAN: 121700195-STH-0195
Please type or print in ink.
NAME OF FILER (LAST) (FIRST) (MIDDLE)
Kennedy Kevin
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of Alameda
Division, Board, Department, District, if applicable Your Position
Finance Department City Treasurer
► If filing for multiple positions, list below or on an attachment. (Do not use acronyms)
Agency: Position:
2. Jurisdiction of Office (Check at least one box)
❑State ❑Judge, Retired Judge, Pro Tem Judge, or Court Commissioner
(Statewide Jurisdiction)
❑Multi-County ❑County of
x❑City of Alameda ❑Other
3. Type of Statement (Check at least one box)
❑x Annual: The period covered is January 1, 2023, through ❑ Leaving Office: Date Left / I
December 31, 2023. (Check one circle.)
-or-
The period covered is I / , through O The period covered is January 1, 2023, through the date
December 31, 2023. -or-of leaving office.
❑ Assuming Office: Date assumed / / 0 The period covered is I I , through
the date of leaving office.
❑ Candidate: Date of Election and office sought, if different than Part 1:
4. Schedule Summary (required) ► Total number of pages including this cover page: 4
Schedules attached
▪ Schedule A-1 - Investments—schedule attached ❑x Schedule C - Income, Loans, & Business Positions—schedule attached
x❑ Schedule A-2 - Investments—schedule attached ❑ Schedule D - Income— Gifts—schedule attached
❑ Schedule B-Real Property—schedule attached ❑ Schedule E- Income— Gifts— Travel Payments—schedule attached
-or- ❑ None - No reportable interests on any schedule
5. Verification
MAILING ADDRESS STREET CITY STATE ZIP CODE
(Business or Agency Address Recommended-Public Document)
2263 Santa Clara Ave., Rm. 220 Alameda CA 94501
DAYTIME TELEPHONE NUMBER EMAIL ADDRESS
( 510 )747-4881 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 foregoing is true and correct.
Date Signed 03/05/2024 02:50 PM Signature Kevin Kennedy
(month,day,year) (File the originally signed paper statement with your filing official.)
FPPC Form 700 -Cover Page (2023/2024)
advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov
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SCHEDULE A-1
CALIFORNIA FORM 700
Investments FAIR POLITICAL PRACTICES COMMISSION
Stocks, Bonds, and Other Interests Name
(Ownership Interest is Less Than 10%)
Investments must be itemized. Kevin Kennedy
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY
Bank of Marin
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
Banking
FAIR MARKET VALUE FAIR MARKET VALUE
❑ $2,000-$10,000 ❑ $10,001 -$100,000 ❑ $2,000-$10,000 ❑ $10,001 -$100,000
E $100,001 -$1,000,000 ❑ Over$1,000,000 ❑ $100,001 -$1,000,000 ❑ Over$1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
▪ Stock Other Stock ❑Other
(Describe) (Describe)
Partnership 0 Income Received of$0-$499 Partnership Q Income Received of$0-$499
Q Income Received of$500 or More(Report on Schedule C) 0 Income Received of$500 or More(Report on Schedule C)
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
/ / 23 / / 23 / / 23 / / 23
ACQUIRED DISPOSED ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY
Valero Energy
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
Energy
FAIR MARKET VALUE FAIR MARKET VALUE
❑ $2,000-$10,000 ❑ $10,001 -$100,000 ❑ $2,000-$10,000 ❑ $10,001 -$100,000
E $100,001 -$1,000,000 ❑ Over$1,000,000 ❑ $100,001 -$1,000,000 ❑ Over$1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
▪ Stock Other Stock ❑Other
(Describe) (Describe)
▪ Partnership 0 Income Received of$0-$499 Partnership Q Income Received of$0-$499
Q Income Received of$500 or More(Report on Schedule C) Q Income Received of$500 or More(Report on Schedule C)
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
/ / 23 / / 23 / / 23 / / 23
ACQUIRED DISPOSED ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY
Zoom Video
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
Technology
FAIR MARKET VALUE FAIR MARKET VALUE
▪$2,000-$10,000 $10,001 -$100,000 ❑ $2,000-$10,000 ❑ $10,001 -$100,000
▪$100,001 -$1,000,000 Over$1,000,000 111 $100,001 -$1,000,000 Over$1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
�X Stock ❑Other ❑ Stock ❑Other
(Describe) (Describe)
▪ Partnership 0 Income Received of$0-$499 Partnership 0 Income Received of$0-$499
Q Income Received of$500 or More(Report on Schedule C) Q Income Received of$500 or More(Report on Schedule C)
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
/ / 23 / / 23 / / 23 / / 23
ACQUIRED DISPOSED ACQUIRED DISPOSED
Comments:
FPPC Form 700 -Schedule A-1 (2023/2024)
advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov
Page-7
SCHEDULE A-2 CALIFORNIA FORM 700
Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION
Name
of Business Entities/Trusts
(Ownership Interest is 10% or Greater) Kevin Kennedy
► 1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUST
Kevin Kennedy, LLC
Name Name
1516 Oak Street, Suite 101, Alameda CA 94501
Address (Business Address Acceptable) Address (Business Address Acceptable)
Check one Check one
❑ Trust, go to 2 x❑ Business Entity, complete the box, then go to 2 ❑ Trust, go to 2 ❑ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
Financial Planning
FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑$0-$1,999 ❑ $0-$1,999
❑$2,000-$10,000 / /23 / /23 ❑ $2,000-$10,000 / /23 / /23
❑$10,001 -$100,000 ACQUIRED DISPOSED ❑ $10,001 -$100,000 ACQUIRED DISPOSED
❑$100,001 -$1,000,000 ❑ $100,001 -$1,000,000
❑X Over$1,000,000 ❑ Over$1,000,000
NATURE OF INVESTMENT LLC NATURE OF INVESTMENT
❑ Partnership ❑Sole Proprietorship ❑X Other ❑ Partnership ❑ Sole Proprietorship ❑ Other
YOUR BUSINESS POSITION President, Managing Member YOUR BUSINESS POSITION
►2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT, 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT,
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
❑$0-$499 ❑$10,001 -$100,000 ❑ $0-$499 ❑$10,001 -$100,000
❑$500-$1,000 ❑X OVER$100,000 ❑$500-$1,000 ❑ OVER$100,000
❑$1,001 -$10,000 ❑$1,001 -$10,000
►3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE(Attach a separate sheet if necessary.) INCOME OF $10,000 OR MORE(Attach a separate sheet if necessary.)
❑X None or ❑ Names listed below ❑ None or ❑ Names listed below
►4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR TRUST LEASED BY THE BUSINESS ENTITY OR TRUST
Check one box: Check one box:
❑ INVESTMENT ❑ REAL PROPERTY ❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, or Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity or Description of Business Activity or
City or Other Precise Location of Real Property City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000-$10,000 ❑ $2,000-$10,000
❑ $10,001 -$100,000 / 123 / /23 ❑ $10,001 -$100,000 / /23 / /23
❑ $100,001 -$1,000,000 ACQUIRED DISPOSED ❑ $100,001 -$1,000,000 ACQUIRED DISPOSED
❑ Over$1,000,000 ❑ Over$1,000,000
NATURE OF INTEREST NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑Stock ❑ Partnership ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other ❑ Leasehold ❑Other
Yrs.remaining Yrs.remaining
❑ Check box if additional schedules reporting investments or real property ❑ Check box if additional schedules reporting investments or real property
are attached are attached
Comments:
FPPC Form 700 -Schedule A-2 (2023/2024)
advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov
Page-9
SCHEDULE C CALIFORNIA FORM 700
Income, Loans, & Business FAIR POLITICAL PRACTICES COMMISSION
Positions Name
(Other than Gifts and Travel Payments) Kevin Kennedy
► 1. INCOME RECEIVED ► 1. INCOME RECEIVED
NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME
Bank of Marin
ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable)
504 Redwood Blvd Suite 100 Novato CA 94947
BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE
Banking
YOUR BUSINESS POSITION YOUR BUSINESS POSITION
Director
GROSS INCOME RECEIVED ❑No Income-Business Position Only GROSS INCOME RECEIVED ❑No Income- Business Position Only
❑ $500-$1,000 ❑ $1,001 -$10,000 ❑ $500-$1,000 ❑ $1,001 -$10,000
❑X $10,001 -$100,000 ❑ OVER$100,000 ❑ $10,001 -$100,000 ❑ OVER$100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑X Salary ❑ Spouse's or registered domestic partner's income ❑Salary ❑ Spouse's or registered domestic partner's income
(For self-employed use Schedule A-2.) (For self-employed use Schedule A-2.)
❑ Partnership (Less than 10%ownership. For 10%or greater use ❑ Partnership(Less than 10% ownership. For 10%or greater use
Schedule A-2.) Schedule A-2.)
❑ Sale of ❑ Sale of
(Real property,car,boat,etc.) (Real property,car,boat,etc.)
❑ Loan repayment ❑ Loan repayment
❑ Commission or ❑ Rental Income, list each source of$10,000 or more ❑ Commission or ❑ Rental Income, list each source of$10,000 or more
(Describe) (Describe)
❑ Other ❑ Other
(Describe) (Describe)
► 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:
NAME OF LENDER* INTEREST RATE TERM (Months/Years)
% ❑ None
ADDRESS (Business Address Acceptable)
SECURITY FOR LOAN
BUSINESS ACTIVITY, IF ANY, OF LENDER ❑ None ❑ Personal residence
❑ Real Property
Street address
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500-$1,000
City
❑ $1,001 -$10,000
❑ Guarantor
❑ $10,001 -$100,000
❑ OVER$100,000 ❑Other
(Describe)
Comments:
FPPC Form 700 -Schedule C (2023/2024)
advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov
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