Regent Richard Blum - Financial Disclosures - 2008
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.. ' ,- Please type or print in ink. CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSIO'll DAYTIME TELEPHONE NUMBER ( 415 ) 434-1111 (MIDDLE) -V r C Richard (FIRST) L:"'t"" , ... " .... " OF ECONOMIC INTERESTS ,>".'., :,- .. :-,:. :'J: :<,i':::- \.A_'i';;" . ""." ' COVER PAGE ,- '1 Pr1 2: OA Public Document (LAST) Blum NAME MAILING ADDRESS STREET (May use business address) CITY STATE ZIP CODE OPTIONAL: FAX I E-MAIL ADDRESS 909 Montgomery Street San Francisco CA 94133 1. Office, Agency, or Court 4. Schedule Summary Name of Office. Agency, or Court: The Regents of the University of California - Total number of pages including this cover page: _ Division, Board, District, if applicable: University of California Your Position: - Check applicable schedules or "No reportable interests." I have disclosed interests on one or more of the attached schedules: Chairman - If filing for mUltiple positions, list additional agency(ies)/ position(s): (Attach a separate sheet if necessary,) Agency: _ Schedule A-1 [RJ Yes - schedule attached Investments (Less than 10% Ownership) Schedule A-2 [8] Yes - schedule attached Investments (10% or greater Ownership) Position: _ 2. Jurisdiction of Office (Check at least one box) [RJ State o County of _ o City of _ o Multi-County --------------- o Other ----------------- 3. Type of Statement (Check at least one box) Schedule B [8] Yes - schedule attached Real Property Schedule C [8] Yes - schedule attached Income, Loans. & Business Positions (Income Other than Gifts and Travel Payments) Schedule D 0 Yes - schedule attached Income - Gifts Schedule E 0 Yes - schedule attached Income - Travel Payments -or- o No reportable interests on any schedule o Assuming Office/Initial __ 5. Verification [8] Annual: The period covered is January 1, 2007. through December 31, 2007, o The period covered is __ , through December 31, 2007. o Leaving Office Date Left: ----l----l__ (Check one) o The period covered is January 1, 2007, through the date of leaving office. o The period covered is __ , through the date of leaving office. o Candiqate 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 certify under penalty of perjury under the laws ofthe State of California that the foregoing is true and correct. Date Signed FPPC Form 700 (2007/2008) FPPC TolI·Free Helpline: 866/ASK·FPPC
description
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Transcript of Regent Richard Blum - Financial Disclosures - 2008
.. ' ,-
Please type or print in ink.
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIO'll
DAYTIME TELEPHONE NUMBER
( 415 ) 434-1111
(MIDDLE) -VrCRichard
(FIRST)
L:"'t"" ,..." ...." <r~r\
':t,:;t~~DENT OF ECONOMIC INTERESTS,>".'., 'l~:-' :,-.. :-,:. _::~- ~<: .~~- '~>~
:'J: :<,i':::- \.A_'i';;" . ""." ' COVER PAGE
,- '1 Pr1 2: OA Public Document
(LAST)
Blum
NAME
MAILING ADDRESS STREET(May use business address)
CITY STATE ZIP CODE OPTIONAL: FAX I E-MAIL ADDRESS
909 Montgomery Street San Francisco CA 94133
1. Office, Agency, or Court 4. Schedule SummaryName of Office. Agency, or Court:
The Regents of the University of California
- Total number of pagesincluding this cover page: _
Division, Board, District, if applicable:
University of California
Your Position:
- Check applicable schedules or "No reportableinterests."
I have disclosed interests on one or more of theattached schedules:
Chairman
- If filing for mUltiple positions, list additional agency(ies)/position(s): (Attach a separate sheet if necessary,)
Agency: _
Schedule A-1 [RJ Yes - schedule attachedInvestments (Less than 10% Ownership)
Schedule A-2 [8] Yes - schedule attachedInvestments (10% or greater Ownership)
Position: _
2. Jurisdiction of Office (Check at least one box)
[RJ State
o County of _
o City of _
o Multi-County ---------------
o Other -----------------
3. Type of Statement (Check at least one box)
Schedule B [8] Yes - schedule attachedReal Property
Schedule C [8] Yes - schedule attachedIncome, Loans. & Business Positions (Income Other than Giftsand Travel Payments)
Schedule D 0 Yes - schedule attachedIncome - Gifts
Schedule E 0 Yes - schedule attachedIncome - Travel Payments
-or-
o No reportable interests on any schedule
o Assuming Office/Initial Date:~~__5. Verification
[8] Annual: The period covered is January 1, 2007.through December 31, 2007,
-or~
o The period covered is ----l~__, throughDecember 31, 2007.
o Leaving Office Date Left: ----l----l__(Check one)
o The period covered is January 1, 2007, through thedate of leaving office.
~or~
o The period covered is ----.l~__, throughthe date of leaving office.
o Candiqate
I have used all reasonable diligence in preparing thisstatement. I have reviewed this statement and to the best ofmy knowledge the information contained herein and in anyattached schedules is true and complete.
I certify under penalty of perjury under the laws ofthe Stateof California that the foregoing is true and correct.
Date Signed ---"=-~~:+____,--"''-----'''';------
FPPC Form 700 (2007/2008)FPPC TolI·Free Helpline: 866/ASK·FPPC
..SCHEDULE A-1
InvestmentsStocks, Bonds, and Other Interests
(Ownership Interest is Less Than 10%)Do not attach brokerage or financial statements.
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> NAME OF BUSINESS ENTITY
NeoSpire, Inc.> NAME OF BUSINESS ENTITY
Loeb Investors Co. LXIVGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Internet Infrastructure Service Provider
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment PartnershipFAIR MARKET VALUE
o $2,000· $10,000
o $100,001 . $1,000,000
0$10,001 - $100,000
DOver $1,000,000
FAIR MARKET VALUE
o $2.000 - $10,000
0$100,001. $1,000,000I.8J $10,001 - $100.000
DOver $1,000,000
NATURE OF INVESTMENT
I.8J Stock
o Other *Zero Value
IF APPLICABLE, LIST DATE;
(Descrtbe)
NATURE OF INVESTMENT
o Stock
I.8J Other Partnership Interest(Descrtbe)
IF APPLICABLE, LIST DATE;
-.1-.1__ACQUIRED
-.1-.1.'_DISPOSED
-.1--.-1__ACQUIRED
-.1-.1__DISPOSED
> NAME OF BUSINESS ENTITY
Escrow Partners,L.P.GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment Partnership
> NAME OF BUSINESS ENTITY
RCBA KCI Capital Partners, L.P.GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment PartnershipFAIR MARKET VALUE
o $2.000 - $10,000
o $100,001 - $1,000,000
I.8J $10,001 - $100,000
DOver $1,000,000
FAIR MARKET VALUE
o $2,000 - $10,000
0$100,001 - $1,000,000
o $10,001 . $100,000
I.8J Over $1,000,000
NATURE OF INVESTMENTo Stock
I.8J Other Partnership Interest(Descrtbe)
IF APPLICABLE, LIST DATE;
NATURE OF INVESTMENT
o Stock
1RJ Other Partnership Interest(Describe)
IF APPLICABLE, LIST DATE;
-.1-.1__ACQUIRED
--.-1-.1__DISPOSED
--.-1--.-1__ACQUIRED
--.-1--.-1__DISPOSED
> NAME OF BUSINESS ENTITY
Qwest Communications International, Inc.GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Long Distance Provider
> NAME OF BUSINESS ENTITY
AT&T CorporationGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Voice Data and Data CommunicationsFAIR MARKET VALUE
I.8J $2,000 - $10,000
0$100,001 - $1,000,000
o $10,001 - $100,000
DOver $1,000,000
FAIR MARKET VALUE
I.8J $2,000· $10,000
o $100,001 - $1,000,000
o $10,001 . $100,000
DOver $1,000,000
NATURE OF INVESTMENT
o Stock
I.8J Other Investment Holdings in Peachtree Ltd.(Describe)
IF APPLICABLE, LIST DATE;
NATURE OF INVESTMENT
o Stock
I.8J Other Investment Holdings in Peachtree Ltd.(Describe)
IF APPLICABLE, LIST DATE:
--.-1--.-1__ACQUIRED
--.-1--.-1__DISPOSED
--.-1--.-1__ACQUIRED
--.-1--.-1__DISPOSED
Comments: _
FPPC Form 700 (2007/2008) Sch. A-1FPPC Toll-Free Helpline: 866/ASK-FPPC
I'
SCHEDULE A-1Investments
Stocks, Bonds, and Other Interests(Ownership Interest is Less Than 10%)
Do not attach brokerage or financial statements.
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> NAME OF BUSINESS ENTITY
Comcast Corportation Class - AGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Voice Data and Data Communications
> NAME OF BUSINESS ENTITY
CB Richard Ellis Group, Inc.GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Real Estate ServicesFAIR MARKET VALUE
IRl $2,000 - $10,000
0$100,001 - $1,000,000
o $10,001 - $100,000
DOver $1,000,000
FAIR MARKET VALUE
o $2,000 - $10,000
IRl $100,001 - $1,000,000
o $10.001 - $100,000
DOver $1,000,000
NATURE OF INVESTMENT
o Stock
IRl Other Investment Holdings in Peachtree Ltd.(Describe)
IF APPLICABLE. LIST DATE:
NATURE OF INVESTMENT
o Stock
o Other _
(Describe)
IF APPLICABLE. LIST DATE:
-----.1-----.1__ACQUIRED
-----.1-----.1__DISPOSED
-----.1-----.1__ACQUIRED
-.-1-----.1__DISPOSED
> NAME OF BUSINESS ENTITY
Astar Air Cargo, Inc.GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Air Freight Service
> NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
o $2.000 - $10,000
0$100,001 - $1,000.000
o $10,001 - $100.000
IRl Over $1,000.000
FAIR MARKET VALUE
o $2.000 - $10,000
o $100,001 - $1,000.000
o $10,001 - $100.000
DOver $1,000,000
NATURE OF INVESTMENT
IRl Stock
o Other -----------------(Describe)
IF APPLICABLE, LIST DATE:
NATURE OF INVESTMENT
o Stock
o Other -----------------(Describe)
IF APPLICABLE. LIST DATE:
-----.1-----.1_ACQUIRED
-----.1-----.1_DISPOSED
-.-1-----.1__ACQUIRED
-.-1-.-1__DISPOSED
> NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
> NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
o $2.000 - $10,000
0$100,001 - $1,000.000
0$10.001 - $100,000
DOver $1,000,000
FAIR MARKET VALUE
o $2,000 - $10,000
0$100.001 - $1,000,000
o $10,001 - $100.000
DOver $1.000.000
NATURE OF INVESTMENT
o Stock
o Other -----------------(Describe)
IF APPLICABLE. LIST DATE:
NATURE OF INVESTMENT
o Stock
o Other -----------------(Descnbe)
IF APPLICABLE. LIST DATE:
-.-1-.-1_ACQUIRED
-.-1-----.1_DISPOSED
-.-1-.-1__ACQUIRED
-.-1-----.1__DISPOSED
Comments: _
FPPC Form 700 (2007/2008) Sch. A-1FPPC Toll-Free Helpline: 866/ASK-FPPC
I'
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
.> 1. BUSINESS ENTITY OR TRUST
Blum Capital Partners, L.P.
> 1. BUSINESS ENTITY OR TRUST
Richard C. Blum & Associates, Inc.Name
909 Montgomery Street, San Francisco, CA 94133Name
909 Montgomery Street, San Francisco, CA 94133Address
Check oneo Trust, go to 2 00 Business Entity, complete the box, then go to 2
Address
Check oneo Trust. go to 2 00 Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE, LIST DATE: IF APPLICABLE. LIST DATE:FAIR MARKET VALUEo 52,000 - $10,000o 510,001 • $100,00005100,001 • $1,000,000IRI Over $1,000,000
---1---1ACQUIRED
----1---.1_DISPOSED
FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100.0000$100,001 • $1,000,000IRI Over $1,000,000
--1----1.ACQUIRED
---1---1_DISPOSED
NATURE OF INVESTMENT
o Sole Proprietorship (8] Partnership 0 -----=-----Other
YOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
NATURE OF INVESTMENT •o Sole Proprietorship 0 Partnership (8] CorporationOther
YOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
0$0· $499
o $500 • $1.000
o $1,001 - $10,000
o $10,001 - $100,000
IRI OVER $100,000
0$0 - $499o $500 - $1,000o $1,001 - $10,000
o $10,001 - $100,000IRI OVER $100,000
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10.000 OR MORE (attach a separate shf,!et If necessary)
See attached sheet (Exhibit A)
.> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF S10t OOO OR MORE (attach a separate sheet If necessary)
Blum Capital Partners, L.P.
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box:
IRIINVESTMENT o REAL PROPERTY
Check one box:
IRI INVESTMENT o REAL PROPERTY
See attached sheet (Exhibit B)Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Description of Business Activity Q[
City or Other Precise Location of Real Property
Blum Capital Partners, L.P.Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Blum-Investment AdvisorDescription of Business Activity Q[
City or Other Precise Location of Real Property
FAIR MARKET VALUEo 52,000 - $10,000o 510,001 • $100,00005100,001 - $1,000,000
IRI Over $1,000,000
IF APPLICABLE, LIST DATE:
----1---1_ ----1--1_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2.000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000IRI Over $1,000,000
IF APPLICABLE, LIST DATE:
---1---1_ ---1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock o Partnership
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock IRI Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs. remaining
o Other ---------- o LeaseholdYrs. remaining
o Other ----------
Comments: _ FPPC Form 700 (2007/2008) Sch. A·2FPPC Toll-Free Helpline: 866/ASK·FPPC
, '
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
,
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
)- 1. BUSINESS ENTITY OR TRUST )- 1. BUSINESS ENTITY OR TRUST
Blum Strategic Equity, L.L.C. Blum Strategic GP, L.L.C.
Name
909 Montgomery Street, San Francisco, Ca 94133Name
909 Montgomery Street, San Francisco, Ca 94133Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box. then go to 2
Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:I FAIR MARKET VALUEo 52,000· $10,000o 510,001 • $100,000o $100,001 • $1,000,000[R] Over $1.000.000
---f---f_ACQUIRED
----1--1__DISPOSED
FAIR MARKET VALUEo $2,000· $10,000o $10,001 - $100,0000$100,001 . $1,000,000IRI Over $1,000,000
----1----1_ACQUIRED
----1----1_DISPOSED
IRI Limited Liability Co.Other
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership
YOUR BUSINESS POSITION _M:..:.e.::..:..:.m.:.:b:....e:..:r _
NATURE OF INVESTMENT L' 't d L' bTty Co Sale Proprietorship 0 Partnership IRI Iml e la II O.Other
YOUR BUSINESS POSITION Managing Member
0$0 - $499
0$500 - $1,0000$1,001 - $10,000
o $10,001 - $100,000
~ OVER $100.000
0$0· $4990$500 - $1,0000$1,001 - $10,000
0$10,001 - $100,000~ OVER $100,000
)- 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet If necessary)
)- 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet jf necessary)
Interest, dividends & capital gains from investments Interest, dividends & capital gains from investments
in public and private securities in public and private securities
)- 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
)- 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box:
~ INVESTMENT o REAL PROPERTY
Check one box:
~ INVESTMENT o REAL PROPERTY
Blum Strategic Partners, L.P. Blum Strategic Partners, L.P.
Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real PropertyName of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Investment Partnerships Investment Partnerships
Description of Business ActiVity Q[
City or Other Precise Location of Real PropertyDescription of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52,000 - $10,000o 510,001 . $100,00005100,001 - $1,000,000IRI Over $1.000.000
IF APPLICABLE, LIST DATE:
----1----1_ ----1----1_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1.000,000IRI Over $1,000,000
IF APPLICABLE, LIST DATE:
----1----1_ ----1----1_ACQUIRED DISPOSED
Yrs. remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Other ----------Yrs. remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Other ----------
IRI Partnershipo Stock
o Leasehold ----
NATURE OF INTERESTo Property Ownership/Deed of TrustIRI Partnershipo Stock
o Leasehold
NATURE OF INTERESTo Property Ownership/Deed of Trust
Comments: _ FPPC Form 700 (2007/2008) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUST
Blum Strategic Equity II, L.L.C. Blum Strategic GP II, L.L.C.
Name Name
909 Montgomery Street, San Francisco, CA 94133 909 Montgomery Street, San Francisco, CA 94133Address Address
Check one Check oneo Trust, go to 2 lEI Business Entity, complete the box, then go to 2 o Trust, go to 2 lEI Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:o $2,000 - $10,000 o $2,000 - $10,000o $10,001 - $100,000 -----l-----l_ -----l--.l_ 0$10,001 - $100,000 --.l--.l_ --.l--.l_~ $100,001 - $1,000,000 ACQUIRED DISPOSED 0$100,001 - $1,000,000 ACQUIRED DISPOSED
o Over $1,000,000 ~ Over $1,000.000
NATURE OF INVESTMENT[R] Limited Liability CO. NATURE OF INVESTMENT . Limited L' bTty C
. 0 Sole Proprietorship o Partnership o Sole Proprietorship o Partnership [R] la I I 0 .Other Other
YOUR BUSINESS POSITION Member YOUR BUSINESS POSITION Managing Member
> 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA > 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATASHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST) SHARE OF THE GROSS INCOME TO THE ENTITYITRUST)
0$0 - $499
0$500 - $1,000
0$1,001 - $10,000
o $10,001 - $100,000
[R] OVER $100,000
0$0 - $4990$500 - $1,0000$1,001 - $10,000
o $10,001 - $100,000[R] OVER $100,000
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a sepa,a'e shee' ,f necess"y)
Interest, dividends &capital gains from investments
in public & private securities
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a sepam'e sheet" necessa'Yl
Interest, dividends &capital gains from investments
in public & private securities
> 4, INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Blum Strategic Partners II & BCP AIV, Inc.
Check one box:
[R] INVESTMENT o REAL PROPERTY
Check one box:
[R] INVESTMENT 0 REAL PROPERTYBlum Strategic Partners II, Blum Strategic II
GmbH KG & BCP AIV Inc. & LP
Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Investment Partnership, Media Company
Description of Business Activity Q[
City or Other Precise Location of Real Property
Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Investment Partnership
Description of Business Activity Q[
City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,000o $100,001 - $1,000,000
[R] Over $1,000,000
IF APPLICABLE, LIST DATE:
-----l--.l_ --.l--.l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2,000 - $10,000o $10.001 - $100,0000$100,001 - $1,000,000[R] Over $1,000,000
IF APPLICABLE, LIST DATE:
--.l--.l_ --.l--.l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock [R] Partnership
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock ~ Partnership
Yrs. remaining
o Check box if additional schedules reporting investments or real propertyare attached
Yrs. remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold o Other ---------- o Leasehold ---- o Other ----------
Comments:: _ FPPC Fonn 700 (2007/2008) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> 1. BUSINESS ENTITY OR TRUST > 1, BUSINESS ENTITY OR TRUST
Blum Strategic Equity Ill, L.L.C.
Name
909 Montgomery Street, San Francisco, CA 94133
Blum Strategic GP Ill, L.L.C.
Name
909 Montgomery Street, San Francisco, CA 94133Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box, then go to 2
Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 • $1,000,000[gj Over $1,000,000
---...l---...l_ACQUIRED
~~DISPOSED
FAIR MARKET VALUE
o $2,000 - $10,0000$10,001 - $100,000o $100,001 - $1,000,000IBJ Over $1,000,000
~~ACQUIRED
~~DISPOSED
[gj Limited Liability Co.Other
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership
YOUR BUSINESS POSITION _M_e_m_b_e_r _
NATURE OF INVESTMENT L' 't d L' bTt Co Sale Proprietorship 0 Partnership IBJ Iml e la I I Y O.Other
YOUR BUSINESS POSITION Managing Member
0$0 - $499
0$500 - $1,0000$1,001 - $10,000
o $10,001 - $100,000
IBJ OVER $100,000
0$0 - $4990$500 - $1,000D $1,001 - $10,000
0$10,001 - $100,000!8J OVER $100,000
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach.a separate sheet If necessary)
Interest, dividends & capital gains from investments
in public & private securities
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
> 3, LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet ,f necessa')')
Interest, dividends &capital gains from investments
in public & private securities
> 4, INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box:
IBJ INVESTMENT o REAL PROPERTY
Check one box:
IBJ INVESTMENT o REAL PROPERTY
Blum Strategic Partners III, L.P.
Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Investment Partnership
Description of Business Activity Q[
City or Other Precise Location of Real Property
Blum Strategic Partners III, L.P.
Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Investment Partnership
Description of Business Activity Q[
City or Other Precise Location of Real Property
FAIR MARKET VALUE
0$2,000 - $10,000o $10,001 - $100,0000$100,001 • $1,000,000IBJ Over $1,000,000
IF APPLICABLE, LIST DATE:
---...l~_ ~~_
ACQUIRED DISPOSED
FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000IBJ Over $1,000,000
IF APPLICABLE, LIST DATE:
~~-~~-ACQUIRED DISPOSED
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock !8J Partnership
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock [8] Partnership
o Check box if additional schedules reporting investments or real propertyare attached
Yrs. remaining
D Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs. remaining
o Other ---------- o Leasehold o Other -----------
Comments: _ FPPC Fonn 700 (2007/2008) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV, L.L.C.
Name
909 Montgomery Street, San Francisco, CA 94133
Blum Strategic GP IV, L.L.C.
Name
909 Montgomery Street, San Francisco, CA 94133Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box, then go to 2
Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:FAIR MARKET VALUE
o $2,000 - $10,000o $10,001 - $100,000[gJ $100,001 - $1,000,000DOver $1,000,000
---.l---.l_ACQUIRED
---.l---.l_DISPOSED
FAIR MARKET VALUED $2,000 - $10,000o $10,001 - $100,000[8J $100,001 - $1,000,000DOver $1,000,000
---1---1ACQUIRED
---l---.J_DISPOSED
[8J Limited Liability Co.Other
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership
YOUR BUSINESS POSITION _M_e_m_b_e_r _
NATURE OF INVESTMENT L' 't d L' b'/'t Co Sole Proprietorship 0 Partnership [8J Iml e la I I Y O.Other
YOUR BUSINESS POSITION Managing Member
0$0 - $499
0$500 - $1,000
[8J $1,001 - $10,000
D $10,001 - $100,000
DOVER $100,000
D $0 - $499D $500 - $1,000[8J $1,001 - $10,000
D $10,001 - $100,000DOVER $100,000
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a sopam'e shee' ,f neeessa,,)
Interest & dividends
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a scpam'c shee' ,f nceessa,,)
Interest & dividends
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST -
Check one box:
[8J INVESTMENT D REAL PROPERTY
Check one box:
[8J INVESTMENT D REAL PROPERTY
Blum Strategic Partners IV, L.P.
Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Investment Partnership
Description of Business Activity Q[
City or Other Precise Location of Real Property
Blum Strategic Partners IV, L.P.
Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Investment Partnership
Description of Business ActiVity Q[
City or Other Precise Location of Real Property
FAIR MARKET VALUE
D $2,000 - $10.000o $10,001 - $100,000o $100,001 - $1,000,000[8J Over $1,000,000
IF APPLICABLE, LIST DATE:
---.l---.l_ ---.l---l_ACQUIRED DISPOSED
FAIR MARKET VALUE
D $2,000 - $10,0000$10,001 - $100,000D $100,001 - $1,000,000[8J Over $1,000,000
IF APPLICABLE, LIST DATE:
---.l---.J_ ---..J---.J_ACQUIRED DISPOSED
NATURE OF INTERESTD Property Ownership/Deed of Trust o Stock [8J Partnership
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock [8J Partnership
D Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
D Leasehold ----Yrs. remaining
o Other ---------- o Leasehold ----Yrs. remaining
o Other ----------
Comments: _ FPPC Fonn 700 (2007/2008) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC
· '
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUST
LAF Management Inc. RCBA - LAF Advisors, L.L.C.
IEJ Business Entity, complete the box, then go to 2
Name
909 Montgonery Street, San Francisco, CA 94133Name
301 Commercial Street, Suite 3300, Fort Worth, TexasAddress
Check oneo Trust, go to 2
Address
Check oneo Trust, go to 2 IEJ Business Entity, complete the box, then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
---f---l_DISPOSED
IF APPLICABLE, LIST DATE:
---l---l_ACQUIRED
FAIR MARKET VALUE[B] $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000Dover $1,000,000
---f---f_DISPOSED
-l-l_ACQUIRED
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:[B] $2,000 - $10,000
D $10,001 - $100,000D $100,001 - $1,000,000DOver $1,000,000
YOUR BUSINESS POSITION -,- _
NATURE OF INVESTMENTD Sole Proprietorship D Partnership [B] Corporation
Other
YOUR BUSINESS POSITION -'S_h.:...a__r_e_h_o_ld_e.:...r _
NATURE OF INVESTMENTD Sale Proprietorship 0 Partnership [B] Limited Liability Co.
Other
D $0 - $499
D $500 - $1,000
D $1,001 - $10,000
[B] $10,001 - $100,000
DOVER $100,000
0$0 - $4990$500 - $1,0000$1,001 - $10,000
[B] $10,001 - $100,000
DOVER $100,000
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet ,f neeessa",)
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet If necessary)
Investment management fees Interest, dividends & capital gains from investments
in private securities
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box:
D INVESTMENT D REAL PROPERTY
Check one box:
o INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessor's Parcel Number of Real Property
Name of Business Entity QIStreet Address or Assessor's Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUED $2,000 - $10,000D $10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000
IF APPLICABLE, LIST DATE:
---l---l_ ---f---f_ACQUIRED DISPOSED
FAIR MARKET VALUE0$2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000
IF APPLICABLE, LIST DATE:
---l---f_ ---f---f_ACQUIRED DISPOSED
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock o Partnership
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock o Partnership
Yrs. remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold o Other ---------- o Leasehold ----Yrs. remaining
o Other ----------
Comments: _ FPPC Fonn 700 (2007/2008) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
}> 1. BUSINESS ENTITY OR TRUST
Carlton Hotel Properties
}> 1. BUSINESS ENTITY OR TRUST
Blum Family Partners, L.P.Name
1075 Sutter Street, San Francisco, CA 94109Name
909 Montgomery Street, San Francisco, CA 94133Address
Check oneo Trust. go to 2 ~ Business Entity, complete the box, then go to 2
Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:FAIR MARKET VALUEo $2,000 - $10,000
o $10,001 - $100,0000$100,001 - $1.000,000[8J Over $1,000,000
--.J--.J_ACQUIRED
--.J--.J_DISPOSED
FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,000o $100.001 - $1,000,000!EI Over $1,000,000
--1 LACQUIRED
--1--1_DISPOSED
NATURE OF INVESTMENT
o Sole Proprietorship [8J Partnership 0 -----;:::------Other
YOUR BUSINESS POSITION _G=-e::....n=-e::....rc.::a.:.:.'=-P.-,;a:..:.:rt=-n=-e::....r _
NATURE OF INVESTMENTo Sole Proprietorship !EI Partnership 0 ----:~----:---_
Other
YOUR BUSINESS POSITION General Partner-------------
0$0 - $499
o $500 - $1,000
0$1,001 - $10,000
o $10.001 - $100,000
[8J OVER $100,000
0$0 - $499o $500 - $1,000o $1,001 - $10,000
0$10,001 - $100,000[g] OVER $100,000
}> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet If necessary)
See attached list (Exhibit D)
}> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
}> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (alta,h a sepam'e sheet 'f necessa",)
Interest, dividends & capital gains from partnership
investments
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box:
[g] INVESTMENT o REAL PROPERTY
Check one box:
o INVESTMENT o REAL PROPERTY
Carlton HotelName of Business Entity QJ:Street Address or Assessor's Parcel Number of Real Property
HotelDescription of Business Activity Q.(
City or Other Precise Location of Real Property
See attached list (Exhibit C)Name of Business Entity QJ:
Street Address or Assessor's Parcel Number of Real Property
Description of Business Activity QJ:City or Other Precise Location of Real Property
IF APPLICABLE, LIST DATE:FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,000o $100,001 - $1,000,000
[g] Over $1,000,000
--.J--.J_ACQUIRED
_ --.J--.J_DISPOSED
FAIR MARKET VALUE
o $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000[g] Over $1,000,000
IF APPLICABLE, LIST DATE:
--1--1_ _ ----.--J--1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock [8J PartnershipNATURE OF INTERESTo Property Ownership/Deed of Trust o Stock o Partnership
o Check box if additional schedules reporting investments or real properlyare attached
Yrs. remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs. remaining
o Other ----------- o Leasehold o Other -----------
Comments: _ FPPC Fonn 700 (2007/2008) Sch. A-2FPPC Toll-Free Helpline: 866/ASK·FPPC
.'
SCHEDULE A-2Investments, Income, and Assets
of Business Entities/Trusts(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C, Blum
> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUST
Blum Investment Partners, Inc, RCBA KCI Managers, L.L.C.Name
909 Montgomery Street, San Francisco, CA 94133Name
909 Montgomery Street, San Francisco, CA 94133Address
Check oneo Trust, go to 2 ~ Business Entity, complete the box, then go to 2
Address
Check oneo Trust, go to 2 IE] Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:FAIR MARKET VALUEo $2.000 - $10,000IBJ $10,001 - $100,0000$100,001 - $1,000.000DOver $1,000,000
---------l---------l_ACQUIRED
---l---l_DISPOSED
FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000IBJ Over $1,000.000
---l---l_ACQUIRED
---l---l_DISPOSED
NATURE OF INVESTMENT ,o Sale Proprietorship 0 Partnership IRJ CorporationOther
YOUR BUSINESS POSITION -'C'-'h...:.a::.:.i:..:.r.:..:m...ca'-'n _
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership IRJ _L_,_L_,C_._..,- _Other
YOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $499
0$500 - $1,000
0$1,001 - $10,000
IBJ $10,001 - $100,000
DOVER $100,000
0$0 - $499o $500 - $1,0000$1,001 - $10,000
o $10,001 - $100,000
IRJ OVER $100,000
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet If necessnry)
> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet If necessary)
Capital Gain from Investments
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST -
Check one box:
IBJ INVESTMENT o REAL PROPERTY
Check one box:
IRJ INVESTMENT o REAL PROPERTY
See attached list (Exhibit C) RCBA KCI Capital Partners, L.P.Name of Business Entity Q[
Street Address or Assessor's Parcel Number of Real PropertyName of Business Entity Q[
Street Address or Assessor's Parcel Number of Real Property
Description of Business Activity Q[
City or Other Precise Location of Real PropertyDescription of Business ActiVity illCity or Other Precise Location of Real Property
IF APPLICABLE, LIST DATE:FAIR MARKET VALUE
0$2,000 - $10,000IBJ $10,001 - $100,000o $100,001 - $1,000,000DOver $1,000.000
---------l---l_ACQUIRED
---l---l_DISPOSED
FAIR MARKET VALUEo $2,000 - $10,0000$10,001 - $100,000o $100,001 - $1,000,000IRJ Over $1,000.000
IF APPLICABLE, LIST DATE:
---l---l_ ---l---l_ACQUIRED DISPOSED
o Check box if additional schedules reporting investments or real propertyare attached
NATURE OF INTERESTo Property Ownership/Deed of Trust
o Other ----------
o Check box if additional schedules reporting investments or real propertyare attached
o Partnershipo Stock
o Other ----------Yrs. remaining
o Leasehold
NATURE OF INTERESTo Property Ownership/Deed of Trusto Partnershipo Stock
Yrs. remainingo Leasehold ----
Comments: _ FPPC Fonn 700 (2007/2008) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE 8Interests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> STREET ADDRESS OR PRECISE LOCATION
2460 Lyon StreetCITY
San Francisco, CA 94123
> STREET ADDRESS OR PRECISE LOCATION
CITY
FAIR MARKET VALUE0$2,000 - $10,000
o $10,001 - $100,000
o $100,001 - $1,000,000
~ Over $1,000,000
NATURE OF INTEREST
~ Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
~~-~~-ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2,000 - $10,000
o $10,001 - $100,000
0$100,001 - $1,000,000
DOver $1,000,000
NATURE OF INTEREST
o Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
~~_ --l--l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Vrs. remaining
0------Other
o Leasehold -- _Yrs. remaining
0------Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1,000 0 $1,001 - $10,000
o $10,001 - $100,000 0 OVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a single source ofincome 'of $10,000 or more.
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1,000 0 $1,001 - $10.000
o $10,001 - $100,000 0 OVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a single source ofincome of $10,000 or more.
* You are not required to report loans from commercial lending institutions, or any indebtedness created as partof a retail installment or credit card transaction, made in the lender's regular course of business on termsavailable to members of the pUblic without regard to your official status. Personal loans and loans receivednot in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER-
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
----% 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1,000 0 $1.001 - $10,000
o $10,001 - $100,000 0 OVER $100.000
o Guarantor, if applicable
NAME OF LENDER-
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
----% 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1.000 0 $1,001 - $10,000
0$10,001 - $100,000 0 OVER $100,000
o Guarantor, if applicable
Comments: _
FPPC Form 700 (2007/2008) Sch. BFPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> STREET ADDRESS OR PRECISE LOCATION
325 SeadriftCITY
> STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill, Apt 3ECITY
Stinson Beach, CA San Francisco, CAFAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUED 52,000 - $10,000 D $2.000 - $10.000D 510,001 - 5100,000 --1--1__ --.1--.1_ D $10,001 - $100.000D $100,001 - $1.000.000 ACQUIRED DISPOSED [8J $100.001 - $1.000.000[8J Over $1,000.000 DOver $1.000,000
NATURE OF INTEREST NATURE OF INTEREST
~ Ownership/Deed of Trust D Easement [8J Ownership/Deed of Trust
D Leasehold D D LeaseholdYrs. remaining Other Yrs. remaining
IF APPLICABLE. LIST DATE:
--.1--.1_ --.1--.1_'_ACQUIRED DISPOSED
D Easement
D-------Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
D $0 - $499 D $500 - $1,000 D $1.001 - $10,000
D $10,001 - $100,000 DOVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest. list the name of each tenant that is a single source ofincome of $10,000 or more.
IF RENTAL PROPERTY. GROSS INCOME RECEIVED
D $0 - $499 D $500 - $1,000 D $1,001 - 510,000
[8J $10,001 - $100,000 DOVER $100.000
SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a single source ofincome of $10,000 or more.
Claire Brody
* You are not required to report loans from commercial lending institutions, or any indebtedness created as partof a retail installment or credit card transaction, made in the lender's regular course of business on termsavailable to members of the public without regard to your official status. Personal loans and loans receivednot in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER>
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
----% D None
HIGHEST BALANCE DURING REPORTING PERIOD
D 5500 - $1.000 D $1.001 - $10,000
D $10.001 - $100.000 DOVER 5100,000
D Guarantor, if applicable
NAME OF LENDER>
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
----% D None
HIGHEST BALANCE DURING REPORTING PERIOD
D $500 - $1.000 D $1,001 - S10.000
D $10.001 - $100.000 DOVER $100,000
D Guarantor, if applicable
Comments: _
FPPC Form 700 (2007/2008) Sch. BFPPC Toll-Free Helpline: 866/ASK·FPPC
SCHEDULE BInterests in Real Property
(Including Rental Income)
I CALIFORNIA FORM 700, FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
> STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd. #229CITY
> STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way #504CITY
Tahoe City, CA Santa Monica, CAFAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUEo $2,000 - $10,000 0$2,000 - S10,000o S10,001 - S100,000 -.-f-.-f_ -.-f-.-f_ o $10,001 - $100,000[g] S100,001 - Sl,OOO,OOO ACQUIRED DISPOSED [g] S100,OOl - $1,000,000DOver Sl,OOO,Ooo DOver Sl,OOO,OOO
NATURE OF INTEREST NATURE OF INTEREST
[g] Ownership/Deed Df Trust o Easement [g] Ownership/Deed Df Trust
0 LeasehDld 0 0 LeasehDldYrs. remaining Other Yrs. remaining
IF APPLICABLE, LIST DATE:
-.-f---l_ ---l---l_ACQUIRED DISPOSED
o Easement
0-------Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
o so - $499 0 S500 - $1,000 0 $1,001 - S10,000
[g] $10,001 • $100,000 0 OVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a single source ofincome of $10,000 or more.
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
0$0 - S499 0 $500 - $1,000 0 Sl,OOl - $10,000
o $10,001 - $100,000 0 OVER $100.000
SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a single source ofincome of $10,000 or more,
* You are not required to report loans from commercial lending institutions, or any indebtedness created as partof a retail installment or credit card transaction, made in the lender's regular course of business on termsavailable to members of the public without regard to your official status. Personal loans and loans receivednot in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER*
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MDnthslYears)
____'% 0 NDne
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1,000 0 $1,001 - $10,000
o S10,OOl - S100,OOO 0 OVER S100,OOO
o GuarantDr, if applicable
NAME OF LENDER*
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MDnthsNears)
----% 0 NDne
HIGHEST BALANCE DURING REPORTING PERIOD
o S500 - $1,000 0 Sl,OOl - $10,000
o $10,001 - $100,000 0 OVER S100,OOO
o Guarantor, if applicable
Comments: _
FPPC Form 700 (2007/2008) Sch. BFPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE CIncome, Loans, & Business
Positions(Other than Gifts and Travel Payments)
,. 1. INCOME RECEIVED ,. 1. INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
NAME OF SOURCE OF INCOME
Astar Air Cargo, Inc.ADDRESS
2 South Biscayne Blvd. Miami FLBUSINESS ACTIVITY, IF ANY, OF SOURCE
Airline CargoYOUR BUSINESS POSITION
Director
GROSS INCOME RECEIVED
o $500 - $1,000 0 $1,001 - $10,000
~ $10,001 - $100,000 0 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income
o Loan repayment
o Sale of -------------------(Property, cae boat, etc.)
o Commission or 0 Rental Income, list each source of $10,000 or more
NAME OF SOURCE OF INCOME
CB Richard Ellis Group, Inc. (CBRE) (Note 1)ADDRESS
100 N. Sepulveda Blvd. EI Segundo, CABUSINESS ACTIVITY, IF ANY, OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
Chairman
GROSS INCOME RECEIVED
0$500 - $1,000 0 $1,001 - $10,000
o $10,001 - $100,000 ~ OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income
D Loan repayment
o Sale of - _
(Prope/1y, car, boat. etc.)
D Commission or 0 Rental Income, list each source of $10.000 or more
~ Other Board Member Compensation(Describe)
,. 2. LOAN RECEIVED
D Other (Note 1)(Describe)
* You are not required to report loans from commercial lending institutions, or any indebtedness created as partof a retail installment or credit card transaction, made in the lender's regular course of business on termsavailable to members of the public without regard to your official status, Personal loans and loans receivednot in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER'
ADDRESS
INTEREST RATE
____% o None
TERM (MonthsNears)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1,000
0$1,001 - $10,000
o $10,001 - $100,000
DOVER $100,000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----........"S""'rre""erra""d""dr"'es,..s-------
City
o Guarantor ------------------
o Other -------.....,-,;-==--------(Desclibe)
(Note 1) The Director's fee from CBRE were paid by Mr. Blum to Investment Partnerships
of Blum Capital Partners, L.P.
Comments:
FPPC Form 700 (2007/2008) Sch. CFPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE CIncome, Loans, & Business
Positions(Other than Gifts and Travel Payments)
» 1. INCOME RECEIVED » 1. INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund Ltd.ADDRESS
St. Julian's Ave. St. Peter Port, GuernseyBUSINESS ACTIVITY, IF ANY, OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of Director
GROSS INCOME RECEIVED
0$500 - $1,000 0 $1,001 - $10,000
~ $10,001 - $100,000 0 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income
o Loan repayment
o Sale of --- _
(Property, car. boat, etc.)
o Commission or 0 Rental Income, list each source of $10.000 or more
NAME OF SOURCE OF INCOME
Thomson Holdings, Inc.ADDRESS
3 Chase Metro, Brooklyn, NYBUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
Prior Position - Board Member
GROSS INCOME RECEIVED
0$500 - $1,000 ~ $1,001 - $10,000
o $10,001 - $100,000 0 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income
o Loan repayment
o Sale of - _
(Property, car, boat. etc.)
o Commission or 0 Rental Income, list each source of $10.000 or more
~ Other Board Member Compensation(Describe)
» 2. LOAN RECEIVED
~ Other Pension(Describe)
* You are not required to report loans from commercial lending institutions, or any indebtedness created as partof a retail installment or credit card transaction, made in the lender's regular course of business on termsavailable to members of the public without regard to your official status. Personal loans and loans receivednot in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER'
ADDRESS
INTEREST RATE
----% 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY, IF ANY. OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1,000
0$1,001 • $10,000
o $10,001 - $100,000
DOVER $100,000
Comments:
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ---------"S""rre""artaonar,;,ar""es;os-------
City
o Guarantor ------------------
o Other -------==:;;-;---------(Describe)
FPPC Form 700 (2007/2008) Sch. CFPPC Toll-Free Helpline: 866/ASK·FPPC
SCHEDULE CIncome, Loans, & Business
Positions(Other than Gifts and Travel Payments)
)- 1. INCOME RECEIVED )- 1. INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C. Blum
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
81. Peter Port, GuernseyBUSINESS ACTIVITY, IF ANY, OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of Director
GROSS INCOME RECEIVED
0$500 - $1,000 0 $1,001 - $10,000
~ $10,001 - $100,000 0 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income
o Loan repayment
o Sale of -------------------(Property. car. boat, etc.)
o Commission or 0 Rental 'Income, list each source of $10.000 or more
IZI Other Board Member Compensation(Describe)
)- 2. LOAN RECEIVED
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak, Parkway, Eagan MNBUSINESS ACTIVITY, IF ANY, OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director Emeritus
GROSS INCOME RECEIVED
0$500 - $1,000 0 $1,001 - $10,000
IZI $10,001 - $100,000 0 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income
o Loan repayment
o Sale of ------- _
(Property, car. boat etc.)
o Commission or 0 Rental Income, list each source of $10,000 or more
1&1 Other Travel Allowance(Describe)
* You are not required to report loans from commercial lending institutions, or any indebtedness created as partof a retail installment or credit card transaction, made in the lender's regular course of business on termsavailable to members of the public without regard to your official status. Personal loans and loans receivednot in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER'
ADDRESS
INTEREST RATE
----% 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1,000
0$1,001 - $10,000
o $10,001 - $100,000
DOVER $100,000
Comments:
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property --------"S"'fre""eT"1a""d"'dr""es""s-------
City
o Guarantor ------------------
o Other-------~==--------(Describe)
FPPC Form 700 (2007/2008) Sch. CFPPC Toll-Free Helpline: 866/ASK·FPPC
Ri£nard C. Blum• California Form 700
Assuming Office/InitialSchedule A-2Investments, Income, and Assets of Business Entities/Trusts(Ownership Interest is 10% or Greater)December 31,2007
Blum Capital Partners, L.P.
Name oflncome Source
Dominion Nuclear Connecticut, Inc. NDTVIrginia Electric and Power Co. NDTSaddlepoint Partners (Offshore), LPSaddlepoint Partners, LPBK Capital Partners IV, L.P.RCBA KCI Capital Partners, L.P.Blum Strategic Partners, L.P.Blum Strategic Partners II, L.P.Blum Strategic Partners III, L.P.Blum Strategic Partners IV, L.P.Stinson Capital Partners, L.P.Stinson Capital Partners II, L.P.Stinson Capital Fund (Cayman), Ltd.Stinson Capital Partners D, LPStinson Capital Partners M, LPStinson Capital Partners QP, LPStinson Capital Partners A, LPStinson Capital Partners L, LPBLUM (K*TEC) Co-Investment Partners, L.P.Blum Strategic Equity, L.L.C.Blum Strategic Equity II, L.L.C.Blum Strategic GP, L.L.c.Blum Strategic GP II, L.L.C.TPG Associates III, L.P.TPG Equity IV, L.P.TPG Management V, L.P.Newbridge Capital, L.L.C.Sentient Flight Group (formerly TAG Aviation)ChrysCap I, L.L.C.Blum GC L.P.Blum GA L.L.CBlum Strategic KFB, LPBlum GA III, LLCBlum GA III Equity, LLCBlum Strategic II GmbH & Co. KGRCBA Strategic KFB, LPCevian Capital II, L.L.c.Lind Family Partnership V, L.P.
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management feesInvestment management feesInvestment management fees, interest and capital gainsInvestment management fees, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management feesCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsInvestment management feesAirplane charter revenueCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsInterest, capital gainsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest, dividends & management feesCapital gains, interest & management feesCapital gains, interest and dividendsCapital gains, interest and dividends
EXHIBIT A
.'
Richard C. BlumCalifornia Form 700Assuming Office/InitialSchedule A-2Investments, Income, and Assets of Business Entities/Trusts(Ownership Interest is 10% or Greater)December 31, 2007
Blum Capital Partners, L.P.
Name of Business Entity
BK Capital Partners IV, L.P.RCBA KCI Capital Partners, L.P.RCBA LAF Equity Partners, L.L.C.RCBA Newbridge LAF, L.L.c.Blum Strategic Equity, L.L.c.Blum Strategic GP, L.L.c.Stinson Capital Partners, L.P.Stinson Capital Partners D, L.P.Stinson Capital Partners QP, L.P.Stinson Capital Partners A, L.P.Stinson Capital Partners M, L.P.Stinson Capital Partners II, L.P.Stinson Capital Partners L, L.P.Blum G. C., L.P.BLUM GA, L.L.C.BLUM GA III, L.L.C.BLUM GA Equity III, L.L.c.TPG LAF Equity, L.P.TPG Associates III, L.P.Tarrant Venture Partners, L.P.Lat Am GP, L.P.TPG Equity IV, LPLind Family Partnership IV, L.P.Lind Family Partnership V, L.P.TPG Management V, L.P.Saddlepoint Partners GP, L.L.c.Cevian Capital II, L.L.L.Blum Strategic Partners, L.P.Blum Strategic Partners II, L.P.Blum Strategic Partners III, L.P.Kinetic Concepts, Inc.Avid TechnologyCB Richard Ellis Group, Inc.eResearch Technology, Inc.Nu Skin Enterprises, Inc.PRG-ShuItz International, Inc.
Description of business activity
Investment partnershipInvestment partnershipInvestment companyInvestment companyInvestment companyInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment companyInvestment companyInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment companyInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipCommon StockCommon StockCommon StockCommon StockCommon StockCommon Stock
EXHIBIT B
Fair Market Value
Over $1,000,000Over $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000Over $1,000,000$10,001 - $100,000Over $1,000,000$100,001 - $1,000,000$10,001 - $100,000$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000Over $1,000,000Over $1,000,000$10,001 - $100,000$100,001 - $1,000,000$10,001 - $100,000$10,001 - $100,000Over $1,000,000$10,001 - $100,000$500 - 1,000Over $1,000,000$10,001 - $100,000Over $1,000,000$1,000 - $10,000$10,001 - $100,000$10,001 • $100,000$10,001 - $100,000$10,001 - $100,000$100,001 - $1,000,000$10,001 - $100,000$10,001 - $100,000$10,001 - $100,000
Nature ofInterest
PartnershipPartnershipLimited Liability Co.Limited Liability Co.Limited Liability Co.Limited Liability Co.PartnershipPartnershipPartnershipPartnershipPartnershipPartnershipPartnershipPartnershipLimited Liability Co.Limited Liability Co.Limited Liability Co.PartnershipPartnershipPartnershipPartnershipPartnershipPartnershipPartnershipPartnershipLimited Liability Co.Limited Liability Co.PartnershipPartnershipPartnershipCommon StockCommon StockCommon StockCommon StockCommon StockCommon Stock
Richard C. BlumCalifornia Form 700Assuming Office/InitialSchedule A-2Investments, Income, and Assets ofBusiness EntitieslTrusts(Ownership Interest is 10% or Greater)December 31,2007
Blum Family Partners, L.P.
Name of Business Entity
AEOW 2000, L.P.BBA Foresight, L.L.C.BBA Foresight II, L.L'.C.Bill Press Partners, L.L.C.Blum Holdings, Spokane L.P.Blum GA IV, L.P.BCP Amth, L.P.CBRE RLTY FIN INC.CBRE US IVCentral Station Land, L.L.C.Consortium on Reading Excellence, Inc.ChrysCapital II, L.L.C.Coral Growth Investments LimitedEstancia Ventures, L.L.C.Francisco Partners, L.P.Greycroft PartnersLaurel InnLaurimmed L.L.C.Long Bar ArgentinaLucky BluffNB Hanaro Partners I, L.P.NB Hanaro Partners II, L.P.RCBA-KCI Capital Partners, L.P.KFB Newbridge Genpar, L.P.RAE Common StockSocial Enterprises, Inc.02 FitnessSaddlepoint Equity L.L.c.Silver Oaks L.P.Stinson Capital Partners, L.P.Stinson Capital Partners QP, L.P.Strange Collective L.L.C.Strategic Recovery Fund IISecond City Capital Partners I, L.P.Thayer Hotel Investments III, L.L.c.Blum Capital Partners, L.P.
Blum Investment Partners, Inc.
Description of business activity
Investment partnershipReal estate investmentReal estate investmentMedia CompanyReal estate investmentInvestment partnershipInvestment companyReal estate investmentReal estate investmentReal estate investmentEducationInvestment companyInvestment partnershipReal estate investmentInvestment partnershipInvestment partnershipReal estate investmentResearch & DevelopmentInvestment partnershipReal estate investmentInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipAtmospheric MonitorsPhilanthropic InvestmentHealth ClubInvestment partnershipRental Real EstateInvestment partnershipInvestment partnershipInvestment companyInvestment partnershipInvestment partnershipHotel investmentInvestment partnership
Fair Market Value
$10,001 - $100,000Over $1,000,000$100,001 - $1,000,000$10,001 - $100,000Over $1,000,000Over $1,000,000Over $1,000,000Over $1,000,000$100,001 - $1,000,000$10,001 - $100,000$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000Over $1,000,000Over $1,000,000Over $1,000,000Over $1,000,000$100,001 - $1,000,000$10,001 - $100,000Over $1,000,000$10,001· $100,000Over $1,000,000Over $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000Over $1,000,000$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000Over $1,000,000
Nature of Interest
PartnershipLimited PartnershipLimited PartnershipLimited Liability Co.Limited PartnershipLimited PartnershipLimited Liability Co.ReitLimited PartnershipLimited Liability Co.Common StockLimited Liability Co.Limited PartnershipLimited PartnershipPartnershipPartnershipLimited PartnershipLimited PartnershipLimited PartnershipLimited Liability Co.PartnershipPartnershipPartnershipPartnershipCommon StockCommon Stock'Limited PartnershipLimited Liability Co.Limited PartnershipPartnershipPartnershipLimited Liability Co.PartnershipPartnershipLimited Liability Co.Partnership
Name of Business Entity
Blum G.C., L.P.Blum GA, L.L.C.Blum GA III, L.L.C.Blum GA III Equity Partners, L.L.c.Rattlesnake Funding L.P.Blum Holdings Spokane, L.P.BCP AMTH, L.P.Blum GA IV, L.P.Lucky Bluff, L.L.C.
Description of business activity
Investment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipReal estate investment
EXHIBIT C
Fair Market Value
$1,001 - $10,000$10,001 - $100,000$1,001 - $10,000$10,001 - $100,000$10,001· $100,000$10,001 - $100,000$10,001 - $100,000$10,001 - $100,000$10,001 - $100,000
Nature of Interest
PartnershipPartnershipPartnershipPartnershipPartnershipPartnershipPartnershipPartnershipLimited Liability Co.
Richard C. BlumCalifornia Form 700Assuming OfficelInitialSchedule A-2Investments, Income, and Assets of Business Entities/Trusts(Ownership Interest is 10% or Greater)December 31,.2007
Carlton Hotel
Name of Income Source
ALLIED/T-PROASIAN INCA.T.!.CENTER FOR CITIZEN INITIATIVESCONVENTION MGMNT RESOURCESCOSMOS/GROUP VOYAGERSCREATIVE TOURSDOMESTIC & FOREIGN MISSIONARYEXPEDIA.COMFTI NORTH AMERICAGO WEST TOURSGULLIVERS TRAVEL ASSOCIATIONHOLIDAY NETWORK HOUSEHOTEL BEDS USAINSTITUTE OF INT'L EDUCATIONJAVA ONEKUONI-SWISSKUONI-ITALYKUONI-U.K.MAESTRO TOUR MANAGEMENTMARK TRAVEL CORPNATURALMOTIONNEW WORLD TRAVELNEW YORKER TRAVELORACLEORBITZ.COMPRICELINE.COMQANTAS HOLIDAYSROCKY MOUNTAIN TOURSSLIMSSWANSONS TRAVELTRAVELPLANTRAVELWEBTRAVELOCITYCOMUWE DIERKINGVTECH TELECOMMUNICATION
EXHIBIT D
Description of Business Income
Travel ServicesHotel ServicesHotel ServicesHotel ServicesHotel ServicesHotel ServicesHotel ServicesHotel ServicesTravel ServicesTravel ServicesTravel ServicesTravel ServicesTravel ServicesHotel ServicesHotel ServicesHotel ServicesHotel ServicesTravel ServicesTravel ServicesTravel ServicesTravel ServicesHotel ServicesTravel ServicesTravel ServicesHotel ServicesTravel ServicesTravel ServicesTravel ServicesTravel ServicesHotel ServicesTravel ServicesTravel ServicesTravel ServicesTravel ServicesHotel ServicesHotel Services
