UC Regent - Schilling - Financial Disclosure

8/14/2019 UC Regent - Schilling - Financial Disclosure

1/7

STATEMENT O F EC O N O MIC IN TER ESTS

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.CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

Please type or print in ink.

RE~ifsfo~E D

M A R 2 0 2 0 0 9

INFORMATION PRACTICES

Al'\1D SPECIAL PROJECTS

NAME (FIRST) DAYTIME TELEPHONE NUMBER(LAST)

Schilling Leslie

(MIDDLE)

T ( 415 ) 392-9228MAILING ADDRESS STREET

(May use business address)

CITY OPTIONAL FAX I E-MAIL ADDRESS

180 Geary Street, Suite 500 San Francisco

1. Office, Agency, or Court

Name of Office, Agency, or Court:

University of California

Division, Board, District, if applicable:

Your Position:

Regent

.. If filing for multiple positions, list additional agency(ies)/

position(s): (Attach a separate sheet if necessary.)

Agency: _

Position: _

2. Jurisdiction of Office (Check at least one box)

~ State

D County of _

D City of _

D Multi-County _

D Other _

3. Type of Statement (Check at least one box)

D Assuming Office/Initial Date: ---1---1__

~ Annual: The period covered is January 1, 2008,

through December 31, 2008.

-or-O The period covered is ---1---1__,through

December 31, 2008.

D Leaving Office Date Left: ---1---1__

(CheCk one)

a The period covered is January 1, 2008, through thedate of leaving office.

-or-

O The period covered is ---1---1__,through

the date of leaving office.

D Candidate Election Year:

STATE ZIP CODE

CA 94108

4. Schedule Summary

.. Total number of pages

including this cover page: _1",--_

.. Check applicable schedules or "No reportableinterests."

I have disclosed interests on one or more of theattached schedules:

Schedule A-1 ~ Yes - schedule attachedInvestments (Less than 10% Ownership)

Schedule A-2 ~ Yes - schedule attached

Investments (10% or greater Ownership)

Schedule B DYes - schedule attached

Real Property

Schedule C [$l Yes - schedule attachedIncome, Loans, & Business Positions (Income Other than Giftsand Travel Payments)

Schedule D DYes - schedule attached

Income - Gifts

Schedule E DYes - schedule attached

Income - Gifts - Travel Payments

-or-

DNo reportable interests on any schedule

5.Verification

I have used all reasonable diligence in preparing this

statement. I have reviewed this statement and to the bestof my knowledge the information contained herein and in any

attached schedules is true and complete.

I certify under penalty of perjury under the laws ofthe State

of California that the foregoing is true and correct.

Date Signed 3 fq 1 04 )---L-~(~m~on~th~,d~ay~,~ye~ar~)---------

Signature {L6(File the originally signed statement with your filing official.)

FPPC Form 700 (2008/2009)

FPPC Tal/-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov
http://www.fppc.ca.gov/http://www.fppc.ca.gov/


2/7

SCHEDULE A-1

Investments

Stocks, Bonds, and Other Interests(Ownership Interest is Less T ha n 1 0% )

Do not attach brokerage or financial statements.

~ NAME OF BUSINESS ENTITY

Disney Walt Co

GENERAL DESCRIPTION OF BUSINESS ACTIVITY

entertainmen

FAIR MARKET VALUE

I Z J $2,000 - $10,000

0$100,001 - $1,000,000o $10,001 - $100,000DOver $1,000,000

NATURE OF INVESTMENT

I Z J Stock

o Other _(Describe)

IF APPLICABLE, LIST DATE:

---I---I~

ACQUIRED ---I---I~DISPOSED


Wachovia Corp

CALIFORNIA FORM 70FAIR POUTICAL PRACTICES COMMISSION

Name

LeSlie T. SChilling

finanCial


FAIR MARKET VALUE

I Z 1 $2,000 - $10,0000$100,001 - $1,000,000


I 2 ? J Stock

o $10,001 - $100,000DOver $1,000,000

o Other (DesCribe)IF APPLICABLE, LIST DATE:

---I---I~

ACQUIRED~ NAME OF BUSINESS ENTITY

Lemana Limited-EJ-2L;~DISPOSED


real estate investment

FAIR MARKET VALUE

I Z J $2,000 - $10,000

0$100,001 - $1,000,000o $10,001 - $100,000

DOver $1,000,000


o StockI Z J Other limited partnership

(DesCribe)


---I---I~

ACQUIRED -EJ~~DISPOSED


Golden Bay Investment Fund, LLC


investment

FAIR MARKET VALUE

o $2,000 - $10,000[g J $100,001 - $1,000,000


o Stock1 & 1 Other limited partnership


---I---I~

ACQUIRED

o $10,001 - $100,000DOver $1,000,000

(DeSCribe)

NAME OF BUSINESS ENTITY

Tangent Fund Management II, LLC


investment

FAIR MARKET VALUE

o$2,000 - $10,000

I Z J $100,001 - $1,000,000 o $10,001 - $100,000DOver $1,000,000


o StockZ J Other limited partnership

(DesClibe)

F APPLICABLE, LIST DATE:

--I---I~

ACQUIRED ---I---I~DISPOSED

---I---I~DISPOSED



FAIR ,MARKET VALUE

o $2,000 - $10,0000$100,001 - $1,000,000

o $10,001 - $100,000DOver $1,000,000


o Stocko Other _

(DeSCribe)


---I---I~ACQUIRED ---I---I~

DISPOSED

ments: __

FPPC Fo rm 7 00 (2008/2009) Sch. A-1FPPC Toll-Free Helpline: Ri;i;/Ll " 'I f , . . . , . . , , . . , ~


3/7

SCHEDULE A-2

Investments, Income, and Assets

of Business Entities/Trusts(Ownership Interest is 10% or Greater)

~ 1. BUSINESS ENTITY OR TRUST

CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

Name

Leslie T. Schilling

Golden Bay I nvestment Inc. Tangent Venture LLC


Name180 Geary Street, Ste. 500, SF,CA 94108

Name

180 Geary Street, ste. 500, SF, CA 94108

Address

Check one

o Trust, go to 2 [8 J Business Entity, complete the box, then go to 2

Address

Check one

o Trust, go to 2 [8 J Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY1 / GENERAL DESCRIPTION OF BUSINESS ACTIVITY

IF APPLICABLE, LIST DATE:FAIR MARKET VALUE IF APPLICABLE, L IST DATE

~ $2,000 - $10,000

o $10,001 - $100,000o $100,001 - $1,000,000

i0 Over $1,000,000

FAIR MARKET VALUE

o $2,000 - $10,000o $10,001 - $100,000~ $100,001 - $1,000,000

DOver $1,000,000

---.i---.i~

ACQUIRED

~~08

DISPOSED


o Sole Proprietorship 0Partnership 0 corporationd t Other

YOUR BUSINESS POSITION _I_re_c~o~r _

---.i---.i~

ACQUIRED

~~08

DISPOSED


o Sole Proprietorship 0Partnership ~ _L_L_C _Other

Y OU R BU SINE SS P OS ITION - .: .:m.:. :.a: ::n~a :: .g" "_=.e.:. .. r _

~ $0 - $499

o $500 - $1,000o $1,001 - $10,000

~ $0 - $499

0$500 - $1,000

o $1,001 - $10,000

o $10,001 - $100,000DOVER $100,000

~ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet ir necessary)

o $10,001 - $100,000DOVER $100,000

~ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet ir necessary)

4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD !r!THE

BUSINESS ENTITY OR TRUST

o REAL PROPERTYCheck one box:

~ INVESTMENT

~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD HX THEBUSINESS ENTITY OR TRUST

Check one box:

~ INVESTMENT

Yrs. remaining

o Check box if additional schedules reporting investments or real propertyare attached

o Other ----------

Golden Bay Investment Inc. Centerbeam

Name of Business Entity Q[

Street Address or Assessor's Parcel Number of Real Property

o REAL PROPERTY



Description of Business Activity Q[

City or Other Precise Location of Real Property



FAIR MARKET VALUE

0$2,000 - $10,000

o $10,001 - $100,0000$100,001 - $1,000,000

DOver $1,000,000

IF APPLICABLE, LIST DATE: FAIR MARKET VALUE

o $2,000 - $10,000o $10,001 - $100,000~ $100,001 - $1,000,000

DOver $1,000,000

---.i---.i 08 ~~~ACQUIRED DISPOSED

NATURE OF INTEREST

o Property Ownership/Deed of Trust o PartnershipNATURE OF INTEREST

o Property Ownership/Deed of Trusto Stock

o Leasehold o Other ---------- o LeaseholdYrs. remaining


IF APPLICABLE, LIST DATE

---.i---.i 08 ~~ 08

ACQUIRED DISPOSED

~ Stock o Partnership

Comments: FPPC Form 700 (200812009) Sch. A-2FPPC TolIFree Helpline: 866/ASKFPPC www.fppc.ca.gov


4/7

SCHEDULE A-2


of Business Entities/Trusts(Ownership Interest is 10% or Greater)


Union Square Investment Company

Name180 Geary Street, suite 500, SF, CA 94108

Address

Check one

o Trust, go to 2 ~ Business Entity, complete the box, then go to 2


FAIR MARKET VALUE

o $2,000 $10,000,0 $10,001 - $100,000

I~$100,001 - $1,000,000,0 Over $1,000,000


---.! ---.! 08ACQUIRED

---.! ---.!..M...

DISPOSED

NATURE OF INVESTMENTo Sole Proprietorship 0Partnership ~ corporationd t OtherYOUR BUSINESS POSITION _I_re_c_o_r _

0$0 - $499

0$500. $1, 000

o $1,001 - $10.000o $10,001 - $100,000~ OVER $100,000

~ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF

INCOME OF $10,000 OR MORE (attach a separale sheet if necessary)

see a ttached list

~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST -

Check one box:

~ INVESTMENT o REAL PROPERTY

Name of Business Entity QI


Description of Business Activity QICity or Other Precise Location of Real Property

FAIR MARKET VALUE

o $2,000 - $10,000o $10,001 - $100,000~ $100,001 - $1,000,000

o Over $1,000,000


---.! ---.! J&.. ---.! ---.! J&..ACQUIRED DISPOSED

NATURE OF INTEREST

o Property Ownership/Deed of Trust I Z I Stock o Partnershipo Leasehold o Other _

Yrs. remaining


CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

Name

Leslie T. Schilling

L.T.D.D., Inc.


Name

180 Geary Street, suite 500, SF, CA 94108Address

Check one

o Trust, go to 2 ~ Business Entity, complete the box, then go to 2




o Sole Proprietorship 0Partnership ~ corporationd. Other

YOUR BUSINESS POSITION _I_re_c_t_o_r _

~ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF

INCOME OF $10,000 OR MORE (attach a separale sheet if necessary)

FAIR MARKET VALUE

o $2,000 - $10,000~ $10,001 - $100,000

0$100,001 - $1,000,000

o Over $1,000,000

0$0 - $499

0$500 - $1,000

0$1,001 - $10,000

see a ttached list

---.! ---.! J&..ACQUIRED

---.! ---.! J&.DISPOSED

I Z I $10,001 - $100,000DOVER $100,000

o REAL PROPERTY

Name of Business Entity QI


Description of Business Activity QI



---.! ---.! ~ ---.! ---.! 08ACQUIRED DISPOSED

~ Stock o Partnership

~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD .In: THEBUSINESS ENTITY OR TRUST

Check one box:

~ INVESTMENT

FAIR MARKET VALUE

o $2,000 - $10,000~ $10,001 - $100,000

o $100,001 - $1,000,000o Over $1,000,000

NATURE OF INTEREST

o Property Ownership/Deed of Trust

o LeaseholdYrs. remaining


o Other _

Comments: FPPC Form 700 (2008/2009) Sch. A-2

FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov


5/7

Fonn 700 - Leslie T. Schilling

Attachment to Schedule A-2

Union Square Investment Company

Item 3. List the name of each reportable single source of income of $1 0,000 or more

Pacific Irrev. Trust

Golden Bay Investment Fund LLCBligh Limited

L.T.D.D, Inc.

Altantic Irrev. Trust

Tiger Irrev. Trust

Tangent Fund Management II, LLC

Tang and Smith Fund

L.T.D.D., Inc.

Item 3. List the name of each reportable single source of income of $1 0,000 or more

Tanama

Ten Mason Associates

Lemana


6/7

CALIFORNIA FORM 700. FAIR POLITICAL PRACTICES COMMISSION

SCHEDULE A-2


of Business Entities/Trusts

(Ownership Interest is 10% or Greater)

Name

Leslie T. Schilling

~ 1. BUSINESS ENTITY OR TRUST ~ 1. BUSINESS ENTITY OR TRUST

Tanama Limited Windy Hill Inc.Name

180 Geary Street, ste. 500, SF, CA 94108Name

180 Geary Street, Ste. 500, SF, CA 94108Address

Check one

D Trust, g o t o 2

Address

Check one

D Trust, g o t o 2 ~ Business Entity, complete the box, then go to 2 ~ Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE

~ $2,000 $10,000

D $10,001 - $100,000D $100,001 - $1,000,000DOver $1,000,000

INATURE OF INVESTMENTD Sole Proprietorship ~ Partnership


D $2,000 - $10,000~ $10,001 - $100,000

D $100,001 - $1,000,000DOver $1,000,000


Sl.1J08DISPOSED

----1----108ACQUIRED

---1---108DISPOSED

----1---1~ACQUIRED

NATURE OF INVESTMENTD Sole Proprietorship D Part nership ~ corporaiton

. . Other

YOUR BUSINESS POSITION vice president--~----~------------

D OtherYOUR BUSINESS POSITION _

~ $0 - $499

D $500 - $1,000D $1,001 - $10,000

D $0 - $499~ $500 - $1,000

D $1,001 - $10,000

D$10,001 - $100,000DOVER $100,000

D $10,001 - $100,000DOVER $100,000

3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF

INCOME OF $10,000 OR MORE (attach a separa.e 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)

~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE


~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD RY THE


Check one box:

D INVESTMENT

Check one box:

~ INVESTMENT~ REAL PROPERTY D REAL PROPERTY

GDW Holdings LP





Woodside



Descripiion of Business Activity Q[

City or-Other Precise Location of Real Property

FAIR MARKET VALUE

D $2,000 - $10,000D $10,001 - $100,000~ $100,001 - $1,000,000

DOver $1,000,000


D $2,000 - $10,000D $10,001 - $100,000~ $100,001 - $1,000,000

DOver $1,000,000


---1----1~ ~2lP~ACQUIRED DI SPOSED

----1----1~ ---1---1~ACQUIRED DISPOSED

NATURE OF INTEREST

D Property Ownership/Deed of Trust

NATURE OF INTEREST

D Property Ownership/Deed of TrustD Stock D Partnership D Partnership~ St ock

D Leasehold D Other ----------- D Leasehold D Other -----------Yrs. remaining Yrs. remaining

D Check box if additional schedules reporting investments or real propertyare attached

D Check box if additional schedules reporting investments or real propertyare attached

Comments: FPPC Form 700 (2008/2009) Sch. A2

FPPC TolIFree Helpline: 866/ASKFPPC www.fppc.ca.gov


7/7

SCHEOULt:. v

\nCOme

, Loans, & Business

positions(ot\J8r t\lan Girts and Iravel payments)

URCE OF INCOME

dings

ave., NeWyorl

Documents

UC Regent - Schilling - Financial Disclosure