Hubert FoutzI ^W- P'D¢`Te Pleceived
STATEMENT OF ECONOMIC INTERESTS
CITY
A Public Document
-. MAR 2 5 1999
°`- typ
I I Please e or print In Ink
DUPL:
PI coos aF�lf'F
NAME (LAST) (FIRST) A TELEPHONE NUMBER
Foutz Hubert (
MAILING ADDRESS STREET CITY ZIP CODE -
Rosemead 9 1 7 70
COVER PAGE
1. Office, Agency, or Court
CITY OF ROSEMEAD
Division, Board, District, if applicable:
CITY TREASURER
Position:
CITY TREASURER
> If filing an expanded statement list agency /position:
(Attach • .eparele sheet it neeeessry)
2. Office Jurisdiction (Check one)
❑ State ❑ County of
City of ROSEMEAD
❑ Multi- County
❑ Other
3. Type of Statement (Check of least one box)
❑ Assuming Office /Initial Date:
Annual
(Check one)
The period covered is January 1, 1998 through
December 31. 1998.
O The period covered is through
December 31. 1998.
❑ Leaving Office Date Leh:
(Check one)
• The period covered is January 1, 1998 through
the date of leaving office.
• The period covered is _J _J through
the date_ of leaving office.
❑ Candidate
4. Schedule Summary
> During the reporting period, did you have any
reportable interests to disclose on:
Schedule A -1 2�Y s - schedule attached
Investments (Les, Man 10% Ownership)
Schedule A -2 S4es - schedule attached
Investments (Gn.t.. fh.n 10% 0wn.Rhlp)
Schedule B ErYes - schedule attached
Real Property
Schedule C [3 - schedule attached
Income 6 Business Positions 0nceme other fh.n Lo.n,. Gifts. and Travel)
Schedule D
Income - Loans
Schedule E
Income — Gifts
Schedule F
Income — Travel
es — schedule attached
/✓D
Yes — schedule attached
/UD
[K Yes - schedule attached
Payments W
> ❑ No reportable interests
> Total number of pages (including this cover page):
5. Verification
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
the attached schedules is true and complete. I certify under
penalty of perjury under the laws of the State of California
that the foregoing is true and correct.
Executed on 3/25/99 19 99
(month. day) (year)
SIGNATURE
FPPC Form 700 (1996199)
For Technical Assistance: 9161322 -5660
Schedule A -1
Investments
Stocks, Bonds, and Other Interests Name
(Ownership Interest is Less Than 10 %) HUBERT E. FOUTZ
EOUICO BROKERAGE
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
.various at- oc.ke- &401K
FAIR MARKET VALUE
❑ $1,000 - $10,000
.� $10,001 - $100,000
Over $100,000
NATURE OF INVESTMENT _
® Stock
❑ Other
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
NA - ^E OF BUSINFSS PNTrTY
PARAGON- CAPITAL Fla.
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
various - stocks
FAIR MARKET VALUE
F l S1,000 - $10,000
❑ $10,001 - $100,000
❑ Over$100,DOD
NATURE OF INVESTMENT
® Stock
❑ other
IF APPLICABLE, LIST DATE:
—J / 98 �_/ 98
ACQUIRED DISPOSED
NAME OF BUSINESS ENTITY
DEAN WTTTER RROKFRARF
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
various stocks & IRA
FAIR MARKET VALUE
❑ $1,000 - S10,000
$10,001 - $100,000
❑ Over $100,000
�
NATURE OF INVESTMENT
F_J ] st various
❑ Other
IF APPLICABLE, LIST DATE:
--J_J 9 8 -- J_ j 9 8
ACQUIRED DISPOSED
Comments:
> NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $1,000 - $10,000
❑ $10,001 - $100,000
❑ Over $100,000
NATURE OF INVESTMENT
❑ Stock
❑ Other
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
)• NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $1,000 - $10,000
❑ $10,001 - $100,000
❑ Over $100,000
NATURE OF INVESTMENT
❑ Stock
❑ Other
IF APPLICABLE, LIST DATE:
L —J 98 _J_1 98
ACQUIRED DISPOSED
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $1,000 - $10,000
❑ $10,001 - $100,000
❑ ova, $100.000
NATURE OF INVESTMENT
❑ Stock
❑ Other
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
FPPC Form 700 (1998199) Sch. A -1
Schedule A -2
Investments, Income, and Assets
of
Business EntitieslTrusts
(Ownership Interest is 10% or Greater)
FOUTZ FAMILY TRUST
Name
puck one )Ef Trurt, po to Y ❑ B... Ed*. cmrylala M bo; Mss pa e 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ S1,0DD - S10,000
❑ $10,001 - S100,00D -J -7 98
❑ Over $100,000 ACQUIRED DISPOSED
NATURE OF INVESTMENT
❑ Sole Proprietorship ❑ Partnership ❑
BUSINESS POSITION
❑ $0 - $249 ❑ $250 - S1,000
Other
57,001 - $10,000 ❑ OVER 570,000
Check one box:
❑ INVESTMENT
Name
HUBERT FOUTZ
® REAL PROPERTY
3824 Rosemead Blvd., Rosemead, CA 9 1770
Name of B.... Erllky u
Belief Atlerm or AsmeoM1 Partial NurMSr of A" Property
PAID UP (COAST FEDERAL
BANK)
Description of Business Activity X
City or Other Prsciee Location of Rest Property
FAIR MARKET VALUE IF APPLICABLE,
LIST DATE:
❑ $1,000 - $10,0o0
$10,001 - $100,000
�❑
® Over $100,000 ACQUIRED
DISPOSED
NATURE OF INTEREST
Property ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold
❑ Other
Check one box:
❑ INVESTMENT
Yrs. remaining
❑ REAL PROPERTY
Name of Business Entity gr
Street Address or Assessors Parcel Number of Reel Property
Check one box.
VESTMENT ❑ REAL PROPERTY
Name of zs Entry Qt L /
Streel Address or Assessor's Pared Number of Reel Property
Single family residence RENTED
F . �, ,...
DiFccrIoDirri Upini Activity M
City or Other Preci Locavon of Re ,.perry
FAIR MARKET VALUE
❑ $1,000 - S10,000
❑ 10,001 - $100,000
Over 5100,000
IF APPLICABLE, LIST DATE:
98 98
ACQUIRED DISPOSED
NAyt7u OF INTEREST
. party Ownership/Deed of Trust
❑
Leasehold
Yrs, remautu,
❑ Other
❑ Stock ❑ Partnership
Description of Business Activity d
City or Other Please Location of Reel Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $1,000 - S10,000
❑ $10pol - S100,000 98 J / 98
❑ Over 5100,000 ACQUIRED DISPOSED
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold
❑ Other
Yrs. remaining
FPPC Form 700 (1998/99) Sch. A -2
For Technical Assistance: 916/322.5660
Schedule B
Interests in Real Property
Name
HUBERT E. FOUTZ
> STREET ADDRESS OR PRECISE LOCATION
3731 Muscatel Ave.
CITY
Rosemead, CA 91770
FAIR MARKET VALUE
IF APPLICABLE, LIST DATE:
❑ sl.000 - slo,000
❑ S10,D01 -$100,000
ACQUIRED DISPOSED
Over $100,000
E]
NATURE OFINTEREST
171 Rental Property N Ownershlp/Deed of Trust ❑ Easement
❑ Leasehold ❑
Yrs. remaining Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ SO - S249 []$250-31,000 ❑ $1,001 - $1o,0D0 ❑ Over $10,0DD
SOURCES OF RENTAL INCOME: If you own a 10% or greeter imeres1.
see the instmchons !or reporting sources or rentel ineorrc.
NAME OF LENDER
PAID UP
ADDRESS
BUSINESS ACTIVITY OF LENDER
❑ Financial Institution
❑ Other
INTEREST RATE TERM (Months/Years)
e ❑ None
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $250 - $1,000 ❑ $1,001 - $10,000 ❑ Over $10,000
❑ Guarantor, If applicable
Check below if another loan is disclosed on Schedule D.
❑ Additional loan - rater to Sch. D.
> STREET ADDRESS OR PRECISE LOCATION
CITY
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑
31,000- $10,000
❑
S10,001 - $100,000 ACQUIRED
DISPOSED
E]
Over 3100,000
NATURE
OF INTEREST
❑
Rental Property ❑ Ownership/Deed of Trust
❑ Easement
❑
Leasehold ❑
Yrs. remaining
Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ SO - $249 ❑ 3250 - S1,000 ❑ $1,001 - $10,000 ❑ Over $10,000
SOURCES OF RENTAL INCOME: If you own a 10% or greeter interest.
see rhs inshuclions / or rsporting soumes or renter income.
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
❑ Financial Institution
❑ Other
INTEREST RATE TERM (Months/Years)
h ❑ None
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $250 - $1.000 ❑ $1,001 - 510,000 ❑ Over $10,000
❑ Guarantor, If applicable
Check below if another loan is disclosed on Schedule D.
❑ Additional loan - reler to Sch. D.
Comments: We have only 1 renta within Rosemead jurisdiction.
FPPC Form 700 (1996199) Sch. B
For Technical Assistance: 916/322.5660
Schedule C
Income & Business Positions
(Income Other than Loans, Gifts, and
Travel Payments)
> NAME OF SOURCE
EQUITABLE LIFE, MID - CONTINENT LI
ADDRESS FRI" Paul KTug, Inc.
None in jurisdiction
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Insurance Underwriter
BUSINESS POSITION
GROSS INCOME RECEIVED
❑ $250 - $1,000 ❑ $1,001 - $10,000 ❑ Over $10,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's Income ❑ Loan repayment
❑ Sale of
( Poperty, car, boat, slc.)
❑ Commission or ❑ Rental Income, list each source of $10,000 or more
❑ Other
> NAME OF SOURCE
ADDRESS
BUSINESS ACTIVITY, IF ANY. OF SOURCE
BUSINESS POSITION
GROSS INCOME RECEIVED
❑ $250 - $1,000 ❑ $1,001 - $10.000 ❑ Over $10,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's Income ❑ Loan repayment
❑ Sale of
(Property. car, coal, etc.)
❑ Commission or ❑ Rental Income, hsr each source of 510,000 or more
❑ Other
Comments:
TF"n w
HUBERT E. FOUTZ
> NAME OF SOURCE
EL MONTE CEMETARY ASSN.
ADDRESS
BUSINESS ACTIVITY, IF ANY, OF SOURCE
BUSINESS POSITION
ENDED POSITION IN 1998
GROSS INCOME RECEIVED
❑ $250 - $1,000 ❑ $1,001 - $10,000 ❑ Over $10,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ salary ❑ Spouse's Income ❑ Loan repayment
❑ Sale of
(Property. or, coal, etc.)
❑ Commission or ❑ Rental Income, list each source et $10,000 or more
❑ Other
> NAME OF SOURCE
ADDRESS
BUSINESS ACTIVITY, IF ANY, OF SOURCE
BUSINESS POSITION
GROSS INCOME RECEIVED
❑ $250 - $1,000 ❑ $1,001 - $10,000 ❑ Over $10,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's Income ❑ Loan repayment
❑ Sale of
(Property, car, boar, etc.)
❑ Commission or ❑ Rental Income, list each source of $10,000 or more
❑ Other
FPPC Form 700 (1998/99) Sch. C
For Technical Assistance: 9161322 -5660