Date Received STATEMENT OF ECONOMIC INTERESTS Offldal Use Ollly COVER PAGE ~I A Public Document NUMBER Amold 1. Office, Agency, or Court 4. Schedule Summary Name of Office, Agency, or Court: .. Total number of pages 21 including this cover page: ___ Office of the Govemor Division, Board, District, ff applicable: ~ Check applicable schedules or "No reportable interests." I have disclosed interests on one or more of the Your Position: attached schedules: Governor Schedule A-1 181 Yes - schedule attached ~ If filing for mUltiple positions, list additional agency(ies)/ Investments (Less than 10% Ownership) position(s): (Attach a separate sheet if necessary.) Schedule A-2 181 Yes - schedule attached Agency: Investments (10% or Greater Ownership) Schedule B 181 Yes - schedule attached Position: Real Property Schedule C 181 Yes - schedule attached Income, Loans, & Business Positions (Income Other than Gifts 2. Jurisdiction of Office (Check at least one box) and Travel Payments) State 181 Schedule D 181 Yes - schedule attached D County of _______________ Income Gifts D City of ________________ Schedule E 181 Yes - schedule attached Income - Travel Payments D Multi-County ______________ D Other -or· D No reportable interests on any schedule 3. Type of Statement (Check at least one box) D Assuming Officellnitial 5. Verification ~ Annual: The period covered is January 1, 2009, through December 31, 2009. I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of -or· my knowledge the information contained herein and in any o The period covered is ---1---1__ , through attached schedules is true and complete. December 31, 2009. I certify under penalty of perjury under the laws of the State D Leaving Office Date Left: ---1---1__ of California that the foregoing is true and correct (Check one) o The period covered is January 1, 2009. through the date of leaving office. Date -or· o The period covered is ---1---1~ through the date of leaving office. D Candidate Election Year: FPPC Form 700 Amendment (2009/2010) FPPC Toll-Free Helpline: 866JASK-FPPC 3/22/2010 I LlO AM SCHEDULE A-I - Form 700, 01/01/09-12/31/09 Investments Oat(· Fair Market Dispos('d / Name of Busioes Entity General D('scription Value Nature of Investment Acquired coo .. Partn"', , P Invesls in pubhcly Imdcd slocks OVel e'm,lcd' nla ,poll.o und IV, LP. p,ivale equi $10 ,00 ~ ,000 Limiled. nla 1 V, ,P , , lve, , nla ,fund ,,P enl"" cap"al $1 ),00'­ iAniited I ,I nJa_ IF,md '.,Inc lulu fUn( , )Vel Sln,k nla lVel Lm"te, , nla 'Pnvale Equil .rtne" III ',iva "quity $1 ),00 000 Umilc, , nla 50uity Fund i i i >co. nla UK hqu 'fum im,led nves ,in I equities )vOJ ,00 , >co. nla "gan Slanley Capil I PartnClS IV.P Private I I $10 ).001 - 000 KlO Limiled ~ , Hn As .. $I' l,OUI­ OOIl IOU Lim.,te" :G Partn"s wests m p,.bliely traded stocks Ove' . ,im,lcd n U JCk n erra Lycos Venl",,,, LP. 'enlure cap ,tal . ~I-$I IOU 'en,U" t:~::~~ ~"""''''''''.----'~"i'-a- nvests in, i I "al estale ~- Um,le" , nla Separs te Property of Spouse OS Core Plus Real Estate, L.P Partnership Investing in income producing prop $100,001-$1,000,000 Stock nla Park Financial Holdings LLC Engaged in asset management $10,001- $100,000 Stock nla General Electric Consumer and Industrial Products $2,000 - $10,000 Stock nla Page I of 8 Pages 31221201011:10 AM SCHEDULE A-2 - Form 700, 01101109-12/31109 Investments, Income and Assets of Business Entitiesrrrusts I. Busine~s Entity or Trust 2. 3. 4. Investments and Investment in Real Property Business Entity Bus! Fair Date Nature Gross Inc. Source(s) of Inv. ! Name Fair Ownerw Date or Trust Name Address Trust General Description Mkt Value Disp.!Acq·d ~ Position Received of Inc. R~, __o;.;' .. A... d,"d_""" ...... _ Description Mkt. Val. ...!!!!!:... DispJAcq'd Four Train 3110 Main Street Bus Cash S2,000 - nla Partnerw None $10,000 w G.S. YES Inv. G.S. YES Special Owns an nla nla 12122109 Partners Santa Monica, CA SIO,OOO ship SIOO.Ooo Special Partnership interest in (disposed) 90405 Partnership regional sports network 'M~KA,"coTfa'ie'rir""'''jiTo'Mii-;;'Streei''''''''Bus''''''Hoids·iii'[p·.·Tiiierest· .. ·.. si'oo;ooT: .. ·.. ······fljii·· .. ·.. ··Part'iie·r~········ .. No~e·· .. ··"··$i'O:OOO·:· .. ···"··fi;;idman .. ·· .. ·.. ··inv~·· .. ·· ..G;;idmaii·SaCi;; .. ·· .. ·"·noids··· .. ·.. ·"$i'oO:OOr:.......... L":P." ............n!;; ...... Partners Santa Monica, CA in Goldman Sachs $1,000,000 ship $100,000 Sachs Vintage Vintage Fund II, interest in $1,000,000 90405 Vintage Fund II, L.P. Fund It. LP L.P. other pvt. equity funds ·~rs'_·;(.. RearEsi~"' .... "3r·iO·Maiii'sireei· .. ".. ·B~s·,.' .. ·HoidS·;mr·p·,'Tiiier;;st'· .. "$rOO:OOr:'.,· ... ·"";Ja''''.,''·'P;;rt·~~~:· .... ······None.. ·' .. ·.,"· .. ·$O .. ".. "'·'Whliehaii·Gbr .... ··'i~~· .. '"·"· .. ·"'Goid~~~.. "..... ·" .. "'R~ar"" .. "'''$roo:oiiT:... '''' .. T:.. p_'''''' .. "'""nia""'" Investors Santa Monica, CA in Whitehall Global $1,000,000 ship R£ L.P. 2001 Sachs estate $1,000.000 90405 Real Estate L.P. 2001 Whitehall Gbl holdings KE. L.P, 2001 ·v~·;;i2tveiii~~e...... ·.. ··3riO'Ma'{~.. si~eei' .. ·.. "B~s.. ··· .. Owns·an'LP:·r;;t~;~st .. ··"$rOO:OOr:.... ·· .... 'flja.. ·· .. ·.. ·Pru:u;~~:"· .... ··"No~e .. ·.... ·.... ·.. $O ................ ·.. N·~;;~· .. ·.. '·· ...... i~~:.,· .. ., .. .,"·R~'d'i;;;{iit ...... .,·.,·,.Ve~t~';e.... '.. ·.. $rOO:OOr: ...... ·.. T.. p ..... ·· .. ·.. .. ·;;iu .... ·.. Investors Santa Monica, CA in Redpoint $1,000,000 ship Teclmology Capital $1,000,000 90405 Technology Partners Partners Fund Tj;;iieJ·Oak:·i~~~· .. ".. '·3ryO·M~rii·Street········Bwi .. ····cash········· .. ·.. ···· .. •........ ·· .. ·.. fi:·ooo:· .. ······· ... iiia··· .. ·.. ·· .. S:.c;;~·p······ .. ··t::i~~e··· .... ·' .. '···$O .. ·.. ·· .... ·.. '····N~~';:.. " .. ·........ -;Ji,t· .. ··.,.···········Uii· .. '··· .. ·.. ···· .. ·· .. ,;;;·u.. ·•.. •.. ,.... •· .. ···Ui:.i.. ' .. ·.. ,... '····;;Ji .. '· .. ··, .. ··,;;ju· .. ·.. , Santa Monica, CA $10,000 90405 ·f.~i~e;;d ..hrt~r .. ·· .. ·...... ··3rrO·Mar~·St~·eei"·······B;· ...... Cash··········· .. ·· .. ·· .... ·· .. ·· .. ·.. ·si".OOO·:· .... ·· .. ·.. ·;;ja.. ·.... ···f.'LC.... ·.. ·· .. ·.. ··None······ .. ·.... ··SO .. ··· .... ··· ...... ·N·;;;;c.......... ····i~~:·· ...... ·.. ··· .... ·Ui;· .. ·.... ······ .... ·····;;j;;· .. ····· .. ·.. ·.. ···~~ .. ·.. ·...... ·····tii~··· .. ·········;;,ia······· Air, LLC Santa Monica. CA $10,000 90405 Page 3 of 8 Pages )/22120 I 0 1110 AM SCHEDULE A-2 - Form 700, 01101109 - 12/31109 Investments, Income and Assets of Business Entitiesrrrusts Sources of Income Oak Productions, Inc. T. Salvation Productions Warner Brothers Pictures, Inc, Sony Pictures Entertainment Vivendi Universal Entertainment 20th Century Fox MGMlUS Services NBC Universal -Entertainment Partners DGA Talent Fund (Income donated to California Travel and Tourism Commission in 2010) Daniel Marshall Inc. Simon & Schuster Studio Canal (U.S.) The Licensing Group Ltd. Yoostar Entertainment Group Inc. Page 4 of 8 Pages 3/22/2010 !1:10AM SCHEDULE A-2 - Form 700 01/01109 - 12/31109 Investments, Income and Assets of Business Entitiesffrusts - Separate Property of Spouse !. Business Entity or Trust 2, 3, 4, Investmtnts and Investment in Real Property Datto: Date Business Entity or Trust Bus! Gtn. Disp./ Naturr: Gross Inc. Sourcr:(s) Inv.! Fair Disp.l Name Address Trust Deste. r.M.V. Acq'd. of Inv. Position Received of lot. Real Prop. Name or Address Description Mkt. Val Acq'd. Ownership August 31, 1959 Trust ·330 Madison Ave Tr n/a n/a n/a n/a Bene~ $10.000 • Park Fin. lnv. P'dfk Financial Asset $100,001· n/a Limited Eunice K. Shriver Grantor New York, NY ficiary $100,000 Holdings Holdings, LLC Management $1,000,000 Liability FBO Maria Shriver (NY) LLC Co. January 27, 1926 TnlSt 330 Madison Ave. Tr n/a >$1,000,000 8114/09 n/a Bene~ $0 n/. Inv. Park Financial Asset >$1,000,000 8114/09 Limited Joseph P_ Kennedy New York, NY Acq. ficial)' Holdings, LLC Management Acq. Liability FBO Eunice K. Shriver Co. Park Realty Asset >$1,000,000 8114/09 Limited Holdings, LLC Management Acq. Liability Co Park Agency Inc Asset $10,000 • 8114/09 Limited Management $100,000 Acq Liability Co. November 28, 1936 Trust 330 Madison Ave. Tr n/a >$1,000,000 8114/09 n/. Bene~ $0 n/. Inv. Park Financial Asset >$1,000,000 8114/09 Limited Joseph P. Kennedy New York, NY Acq. ficial)' Holdings, LLC Management Acq. Liability FBO Eunice K. Shriver Co Park Rcalty Asset >$1,000,000 8114/09 Limited Holdings, LLC Management Acq. Liability MOS Enttrprises, Inc. 3 110 Main Street Bu, Owns intellectual $100,001· n/a S~Corp None $100,001· Home n/. n/. n/a n/a n/a S~Corp Santa Monica, CA property and $1,000,000 $1,000,000 Box Office authors rights of Inc. Maria Shriver Shriver Family Holdings LI) 330 Madison Ave. LLC Investments $100,001· n/a LLC Member $0 n/. n/. n/a n/a n/. n/a n/a New York, NY $1,000,000 Page 5 of 8 Pages 3122/20101110 AM SCHEDULE B - Form 700 01101109 - 12/31109 Interests in Real Property Fair Market Nature of Dafe of Street Address or Precise Location Ci~ Value In'eres' Acguisition Assessor's ID No. 4471 02001701 000 Malibu,CA $100,001 - $1,000,000 Ownership nla Assessor's ID No. 3386 001 02702000 Roosevelt, CA $10,001 - $100,000 Ownership nla Assessor's 1D No. 3326 033 03402000 Hi Vista, CA $2,000 - $10,000 Ownership nla Assessor'sIDNO.15517060 Carpinteria, CA >$1,000,000 Ownership nla Page 6 of 8 Pages )/2212010 11.1 0 AM SCHEDULE C - Form 700, 01101109 - 12/31109 Income & Bnsiness Positions (Income Other than Loans, Gifts, and Travel Payments) Your Business Gross Income Consideration for which Namr of Source Address BUSiness Activity Position Received income was Received Acacia Partners, L.P, 767 Fifth Avenue Public Equ~ty Investments None >$100,000 Partial redemption of NewYork,NY 10153w 4798 partnership 'interest Apollo Investment Fund IV Two Manhattanville Road Private Equity Investments None $10,000·$100,000 Partnership Distributions Purchase, NY 10577 Dawntreadcr Fund II., L.P.