Regent Richard Blum - Financial Disclosures - 2005

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  • 8/14/2019 Regent Richard Blum - Financial Disclosures - 2005

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    ) . r'I)' " - A Public Document(FIRST) (MIDDLE)

    ( 415 )4 34- 1111.ichard

    STATEMENT OF ECONOMIC INTERESTSCOVER PAGEl ..... ;, -

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

    NAME (LAS1)Blum

    \,t,.,

    Please type or print in irllsJ : - . ~ : ~

    MAILING ADDRESS STREET(May use business address) CITY STAlE ZIP CODE OPTIONAL: FAX I E-MAIL ADDRESS909 Montgomery Street San Francisco CA 94133

    1. Office, Agency, or CourtName of Office, Agency, or Court:Th e Regents of the University of CaliforniaDivision, Board, District, if applicable:University of CaliforniaYour Position:Regent of th e University of California

    4. Schedule Summary(Check applicable schedules or "No reportable interests. "- During the reporting period, did you have any reportableinterests to disclose on:Schedule A-1 Yes - schedule attachedInvestments (Less than 10% Ownership)Schedule A-2 181 Yes - schedule attachedInvestments (10"'

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    , ,

    SCHEDULE A-1InvestmentsStocks, Bonds, and Other Interests

    (Ownership Interest is Less Than 10%)Do not attach brokerage or financial statements.

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > NAME OF BUSINESS ENTITYRCBA KCI Capital Partners, L.P.GENERAL DESCRIPTION OF BUSINESS ACTIVITYInvestment Partnership

    > NAME OF BUSINESS ENTITYQwest Communications International, Inc.GENERAL DESCRIPTION OF BUSINESS ACTIVITYCommercial Long Distance/Internet Provider

    FAIR MARKETVALUEo $2,000 - $10,0000$100,001 - $1,000,000

    o $10,001 - $100,000181 Over $1,000,000FAIRMARKETVALUEIZI $2,000 - $10,0000$100,001 - $1,000,000

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

    NATUREOF INVESTMENTo Stock181 Other Partnership Interest

    (Describe)IF APPLICABLE, LIST DATE:

    NATUREOF INVESTMENTo StockIZI Other Investment Holding in Peachtree Ltd.

    (Describe)IF APPLICABLE, LIST DATE:

    - - - -1 - - - -1_ACQUIRED

    - - - -1- - - -1_DISPOSED

    - - - -1- - - -1_ACQUIRED

    - - - -1- - - -1_DISPOSED

    > NAME OF BUSINESS ENTITYAT &T CorporationGENERAL DESCRIPTION OF BUSINESS ACTIVITYVoice Data & Data Communications

    > NAME OF BUSINESS ENTITYComcast Corporation Class AGENERAL DESCRIPTION OF BUSINESS ACTIVITYVoice Data & Data Communications

    FAIR MARKETVALUE181 $2,000 - $10,000o $100,001 - $1,000,000 o $10,001 - $100,000DOver $1,000,000

    FAIRMARKET VALUEIZI $2,000 - $10,0000$100,001 - $1,000,000

    0$10,001 - $100,000DOver $1,000,000NATUREOF INVESTMENTo Stock181 Other Investment Holdings in Peachtree Ltd.

    (Describe)IF APPLICABLE, LIST DATE:

    NATUREOF INVESTMENTo StockIZI Other Investment Holding in Peachtree Ltd.

    (Describe)IF APPLICABLE, LIST DATE:

    - - - -1 - - - -1_ACQUIRED ----1-----1_._DISPOSED ----1-----1_ACQUIRED ----1----1--DISPOSED> NAME OF BUSINESS ENTITYEscrow Partners, L.P.GENERAL DESCRIPTION OF BUSINESS ACTIVITYInvestment Partnership

    > NAME OF BUSINESS ENTITYGENERAL DESCRIPTION OF BUSINESS ACTIVITY

    FAIR MARKETVALUEo $2,000 - $10,0000$100,001 - $1,000,000

    181 $10,001 - $100,000DOver $1,000,000FAIR MARKETVALUEo $2,000 - $10,0000$100,001 - $1,000,000

    0$10,001 - $100,000DOver $1,000,000NATURE OF INVESTMENTo Stock

    Other Partnership Interest(Describe)

    IF APPLICABLE, LIST DATE:

    NATURE OF INVESTMENTo Stocko Other --,::---:;---,,.--- _(Describe)

    IF APPLICABLE, LIST DATE:

    ~ ~ ACQUIRED - - - -1 - - - -1 DISPOSED ----1-----1_ACQUIRED - - - -1- - - -1_DISPOSEDComments: _

    FPPC Fonn 700 (200412005) Sch. A-1FPPC Toll-Free Helpline: 866/ASKFPPC

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    SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts(Ownership Interest is 10% or Greater)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUSTBlum Capital Partners, L.P. Richard C. Blum & Associates, Inc.Name909 Montgomery Street, San Francisco, CA 94133AddressCheck oneo Trust, go to 2 181 Business Entity, complete the box, then go to 2

    Name909 Montgomery Street, San Francisco, CA 94133AddressCheck oneo Trust, go to 2 iii Business Entity, complete the box, then go to 2

    GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

    IF APPLICABLE, LIST DATE:---1---.1_-_DISPOSED

    IF APPLICABLE, LIST DATE:---.1---.1_.ACQUIRED

    CorporationOtherYOUR BUSINESS POSITION . . . . : : C : : . : h c : ; a : : ; i " - r m ~ a : : . : . n - ' - - _

    FAIR MARKET VALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,0001&1 Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership

    - - -1- - -1_DISPOSED- - -1 - - -1_ACQUIRED

    FAIR MARKET VALUED $2,000 - $10,000D $10,001 - $100,000D $100,001 - $1,000,000Over $1,000,000

    NATURE OF INVESTMENTD SoleProprietorsh ip Partnership D - __ --::-::- _YOUR BUSINESS POSITION . . . . : : C : : . : h c : ; a : : ; i " - r m ~ a : : . : . n - ' - - _

    D $0 - $499D $500 - $1,000D $1,001 - $10,0000$10,001 - $100,000I8J OVER $100,000 0 $ 0 . $499o $500 - $1,000

    0$1,001 $10,0000$10,001. $100,000I8J OVER $100,000

    > 3. L IST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet .f necessary) > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (aUach a separate sheet If necessary)

    See Attached Sheet (Exhibit A) Blum Capital Partners,L.P. & RAE Systems, Inc.

    > 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 TRUSTCheck one box:I8J INVESTMENT o REAL PROPERTY Check one box:Qg INVESTMENT D REAL PROPERTYSee Attached Sheet (Exhibit B) Blum Capital Partners, L.P. & RAE Systems, Inc.Name of Business Entity llI:Street Address or Assessors Parcel Number of Real Property Name of Business Entity llI:Street Address or Assessor's Parcel Number of Real Property

    Blum-Investment Advisor RAE-Atmospheric MonitorsDescription of Business Activity llI:City or Other Precise Location of Real Property Description of Business Activity llI:City or Other Precise Location of Real Property

    o Leasehold 0 Other _YIS. remainingo Check box if additional schedules reporting Investments or real propertyare attached

    IF APPLICABLE, LIST DATE:- -- 1 -- l_ - -- 1 -- l_ACQUIRED DISPOSED

    o Check box if additional schedules reporting investments or real propertyare attached .I8J PartnershipSlock

    IF APPLICABLE, LIST DATE:---.1---1_._ - - -1- - -1_ACQUIRED DISPOSED

    o Other----------Leasehold ---YIS. remaining

    FAIR MARKETVALUE

    o $2,000 - $10,0000$10,001 $100.0000$100,001 $1,000,000181 Over $1,000,000NATURE OF INTERESTo Property Ownership/Deed of TrustPartnershipStock

    FAIR MARKET VALUED $2,000 - $10,0000$10,001 - $100.0000$100.001 - $1,000,000DOve r $1,000,000NATURE OF INTERESTo Property Ownershlp!Deed of Trust

    Comments: _ FPPC Fonn 700 (200412005) 8ch. A2FPPC Toll-Free Helpline: 866/ASKFPPC

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    SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts(Ownership Interest is 10% or Greater)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUSTBlum Strategic Equity II, L.L.C. Blum Strategic GP II, L.L.CName909 Montgomery Street, San Francisco, CA 94133 Name909 Montgomery Street, San Francisco, CA 94133Address AddressCheck oneo Trust, go to 2 liP Business Entity, complete the box, then go to 2 Check oneo Trust, go to 2 1&1 Business Entity, complete the box, then go to 2GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

    IF APPLICABLE, LIST DATE:- - 1 - - - 1_DISPOSED

    IF APPLICABLE, LIST DATE:- - - 1 - -1_ACQUIRED

    FAIR MARKETVALUEo $2,000 $10,0000$10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATURE OF INVESTMENT

    o Sole Proprietorship 0 Partnership Limited Liability Co.OtherYOUR BUSINESS POSITION Managing Member

    - - - 1 - - l _DISPOSED- - - 1 - -1_ACQUIREDFAIRMARKET VALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATUREOF INVESTMENT

    o Sole Proprietorship 0 Partnership Limited Liability Co.OtherYOUR BUSINESS POSITION ManaginQ Member0$0. $499o $500 $1,0000$1,001 - $10,000

    0$10,001 - $100.00018J OVER $100,000 0$0. $4990$500 - $1,0000$1,001 - $10,000

    o $10,001 - $100,00018J OVER $100,0003. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF

    INCOME OF S10.000 OR MORE (altach a separate 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)Interest, dividends and capital gains from investmentsin public and private securities

    Interest, dividends and capital gains from investmentsin public and private securities

    4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD,BV THEBUSINESS ENTITY OR TRUST

    Check one box:INVESTMENT o REAL PROPERTY Check one box:INVESTMENT o REAL PROPERTY

    Blum Strategic Partners II, L.P.Name of Business Entity Q[Street Address or Assessor's Parcel Number of Real Property

    Blum Strategic Partners II, L.P. & GmbH & Co. KGName of Business Entity Q[Street Address or Assessor's Parcel Number of Real Property

    Investment PartnershipDescription of Business ActiVity Q[City or Other Precise Location of Real Property

    Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property

    o Check box if additional schedUles reporting investments or real propertyare attachedo Other _

    IF APPLICABLE. LIST DATE:- - -1 - -1_ - - - 1 - -1_ACQUIRED DISPOSED

    181 PartnershipStock

    IF APPLICABLE. LIST DATE:- - -1- - -1_ ~ - - - I _ACQUIRED DISPOSED

    o Other---------o Check box if additional schedules reporting investments or real propertyare attachedo leasehold ---IS. remaining

    FAIR MARKETVALUE

    o $2.000 - $10,000o $10.001 $100,0000$100,001 - $1,000,000Over $1.000.000

    NATURE OF INTERESTo Property OwnershipIDeed of Trust&1 PartnershipStocko Leasehold ---

    VIS. remaining

    FAIR MARKETVALUE

    o $2,000 - $10,0000$10.001 - $100,0000$100,001 - $1.000,000181 Over $1,000,000NATURE OF INTERESTo Property OwnershiplOeed of Trust

    Comments: _ FPPC Fonn 700 (200412005) Sch. A2FPPC Toll-Free Helpline: 866/ASK-FPPC

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    SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts(Ownership Interest is 10% or Greater)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUSTBlum Strategic Equity, L.L.C. Blum Strategic GP, L.L.C.Name909 Montgomery Street, San Francisco, CA 94133

    Name909 Montgomery Street, San Francisco,CA 94133

    AddressCheck oneo Trust, go to 2 1KI Business Entity, complete the box, then go to 2

    AddressCheck 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:- - - f - - - l _DISPOSED

    Limited Liability Co.Other

    - - - f - - - l _DISPOSEDIF APPLICABLE, LIST DATE:- - - f- - - . l ._ACQUIRED

    FAIRMARKETVALUE0$2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATUREOF INVESTMENTo Sole Proprietorship 0 Partnership Limited Liability Co.

    OtherYOUR BUSINESS POSITION Managing Member

    FAIR MARKETVALUE0$2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 PartnershipYOUR BUSINESS POSITION ..:.M;:..:.:=.e.:..:m.:..:b"'e::;.:r'-- _

    0$0 - $499o $500 $1,000o $1,001 - $10,000 0$10,001 - $100,00018I OVER $100,000 0 $ 0 - $499o $500 - $1,0000$1 ,001 . $10,000 o $10,001 $100,00018I OVER $100,000> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet .f necessary) > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a separate sheet If necessary)Interest, dividends and capital gains from investmentsin public and private securities

    Interest, dividends and capital gains from investmentsin public and private securities

    > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD .!IT THEBUSINESS ENTITY OR TRUST > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUSTCheck one box:29 INVESTMENT o REAL PROPERTY Check one box:INVESTMENT o REAL PROPERTYBlum Strategic Partners,L.P., RCBA Strategic KFB, L.P.Name of Business Entity Q[Street Address or Assessor's Parcel Number of Real Property

    Blum Strategic Partners, L.P.Name of Business Entity Q[Street Address or Assessor's Parcel Number of Real Property

    Investment Partnerships Investment PartnershipsDescription of Business Activity Q[City or Other Precise Location of Real Property Description of Business Activity Q[City or Other Precise Location of Real Property

    o Leasehold 0 Other _Yrs. remainingo Check box If edditional schedUles reporting investments or real propertyare attached

    IF APPLICABLE, LIST DATE:

    - - - i ~ _ - - - i - - - f ._ACQUIRED DISPOSED

    D Check box If additional schedules reporting Investments or real propertyare attached

    I8J PartnershipStock

    ---i---l_ - - - i - . . .J_ACQUIRED DISPOSED

    IF APPLICABLE, LIST DATE:

    o Other---------Leasehold ---Yrs. remaining

    FAIR MARKETVALUEo $2,000 - $10,000o $10,001 $100,0000$100,001 $1,000,000181 Over $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of Trust8J PartnershipStock

    FAIR MARKETVALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATURE OF INTERESTo Property OwnershlpIDeed of Trust

    Comments: - '- _ FPPC Fonn 700 (200412005) Sch. A2FPPC Toll-Free Helpline: 8661ASK-FPPC

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    .'

    SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts

    (Ownership Interest is 10% or Greater)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUSTLAF Management. Inc. RCBA - LAF Advisors, L.L.C.Name301 Commercial Street, Suite 3300, Fort Worth, TX Name909 Montgomery Street, San Francisco, CA 94133AddressCheck oneo Trust. go to 2 !Xl Business Entity. complete the box. then go to 2

    AddressCheck oneo Trust. go to 2 I2SI Business Entity, complete the box. then go to 2

    GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

    IF APPLICABLE. LIST DATE:-.-l---l_DISPOSED

    IF APPLICABLE. LIST DATE:----...J---l_ACQUIRED

    FAIR MARKETVALUE0$2,000 - $10.000o $10,001 $100,0000$100,001 - $1.000.000DOve r $1.000,000NATUREOF INVESTMENT

    o Sole Proprietorship 0 Partnership Limited Liability Co.OtherYOUR BUSINESS POSITION -=S:.,:.h.:.,:a::.:.r.=e:..;h.=o,:.:d=-=e:.,:.r _

    -.-l---l_DISPOSED-.-l---l_ACQUIRED

    FAIR MARKETVALUEo $2,000 - $10.000o $10.001 - $100.000o $100,001 $1,000,000DOve r $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Corporation

    OtherYOUR BUSINESS POSITION -=S:;..:h.:..:a::.:r.=e"'h:.=o"'ld::.,:e:.,:r _

    0 $ 0 -$499o $500 - $1,000o $1,001 - $10,000 I&J $10,001 - $100,000DOVER $100,000 I&J $0 - $4990$500 - $1,000o $1,001 $10.000 o $10,001 - $100,000DOVER $100,0003. 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 If necessary)

    Investment management fees Interest, dividends and capital gains from investmentsin 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 TRUSTCheck one box:o INVESTMENT o REAL PROPERTY Check one box:o INVESTMENT o REAL PROPERTYName of Business Entity Q!Street Address or Assessor's Parcel Number of Real Property 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 Description of Business Activity Q!City or Other Precise Location of Real PropertyIF APPLICABLE, LIST DATE:

    -.-l--f_ ----.. .J--f_ACQUIRED DISPOSEDIF APPLICABLE, LIST DATE:

    ----- f - . - l_ -----f----...J_ACQUIRED DISPOSED

    o PartnershipStock

    FAIR MARKETVALUEo $2,000 - $10,0000$10,001 - $100,0000$100.001 - $1.000.000DOve r $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of TrustPartnershipStock

    FAIR MARKETVALUEo $2,000 - $10,0000$10.001 - $100,0000$100,001 - $1,000.000DOver $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of Trusto Leasehold 0 Other----------Yrs.remainingo Check box if additional schedules reporting investments or real propertyare attached

    o Leasehold 0 Other----------Yrs. remainingo Check box if additional schedules reporting investments or real propertyare attachedComments: _ FPPC Fonn 700 (200412005) Sch. A-2FPPC Toll-free Helpline: 8661ASK-FPPC

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    SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts(Ownership Interest is 10% or Greater)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUSTLaurel Inn Associates. L.L.C. Carlton Hotel PropertiesName3701 Buchanan Street, San Francisco, CA Name1075 Sutter Street, San Francisco, CAAddress AddressCheck oneD Trust. go to 2 l&I Business Entity, complete the box. then go to 2 Check oneD Trust, go to 2 1&1 Business Entity, complete the box. then go to 2GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

    IF APPLICABLE, LIST DATE:--1-----.1_DISPOSED

    0---=--Other

    IF APPLICABLE, LIST DATE:--1---..1_._

    ACQUIRED

    FAIR MARKETVALUE0$2,000 - $10,0000$10.001 - $100.0000$100.001 - $1,000,000f8I Over $1.000,000NATUREOF INVESTMENT

    o Sole Proprietorship 181 PartnershipYOUR BUSINESS POSITION --=G:::;e:::;n:.:;e""r""a"'-I-'-P....::a"'-rt,:,n-'-'e::.or _

    --1-----1_DISPOSED- -1--- . .1_ACQUIRED

    FAIRMARKET VALUEo $2.000 - $10,000o $10,001 - $100,0000$100,001 - $1.000,000

    Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Limited Liability Co.

    OtherYOUR BUSINESS POSITION Non-Managing member

    0 $ 0 - $499o $500 $1,000o $1,001 - $10.000 $10,001 - $100,000DOVER $100.000 0 $ 0 -$4990$500 . $1,0000$1,001 - $10,000 o $10,001 - $100,000OVER $100,000> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF

    INCOME OF $10,000 OR MORE (attach a separate shee t I f necessary)> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF

    INCOME 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 > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUSTCheck one box:

    INVESTMENT o REAL PROPERTY Check one box:1&1 INVESTMENT o REAL PROPERTYLaurel Inn Carlton HotelName of Business Entity 2l:Street Address or Assessor's Parcel Number of Real Property Name of Business Entity 2l:Street Address or Assessor's Parcel Number of Real Property

    Inn HotelDescription of Business ActiVity 2l:City or Other Precise Location of Real Property

    Description of Business ActiVity Q.[City or Other Precise Location of Real PropertyIF APPLICABLE, LIST DATE:--1-----.1_ - -1--- . .1_ACQUIRED DISPOSED

    o Check box if additional schedUles reporting investments or real propertyare attachedo Other----------181 PartnershipStock

    IF APPLICABLE, LIST DATE:--1.--1_-_ --1-----.1_ACQUIRED DISPOSED

    o Leasehold ---rs. remaining

    FAIRMARKET VALUEo $2,000 $10,0000$10,001 - $100,0000$100,001 - $1,000.000

    Over $1,000.000NATURE OF INTERESTo Property OwnershiplDeed of Trust

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

    FAIRMARKETVALUE0$2,000 - $10,0000$10,001 - $100,0000$100.001 - $1,000,000I&l Over $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of Trust 0 Stock 0 Partnershipo Leasehold g] Other Limited Liability Co.

    Yrs. remaining

    Comments: _ FPPC Fonn 700 (200412005) Sch. A2FPPC Toll-Free Helpline: 866/ASK-FPPC

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    SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts(Ownership Interest is 10% or Greater)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUSTBlum Family Partners, L.P. Blum Investment Partners, Inc.Name909 Montgomery Street, San Francisco, CA 94133 Name909 Montgomery Street, San Francisco, CA 94133AddressCheck oneo Trust, go to 2 !Xl Business Entity, complete the box, then go to 2

    AddressCheck oneo Trust, go to 2 I&l Business Entity, complete the box, then go to 2

    GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

    IF APPLICABLE. LIST DATE:---..J---..J_DISPOSED

    CorporationOther

    IF APPLICABLE, LIST DATE:---..J---..J_ACQUIRED

    FAIR MARKET VALUE0$2,000 - $10,000

    $10,001 - $100.0000$100,001 - $1,000.000DOve r $1,000,000NATUREOF INVESTMENT

    o Sole Proprietorship 0 PartnershipYOUR BUSINESS POSITION Chairman

    - - - . .J- - f_DISPOSED---..J---..J_ACQUIRED

    FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000.000

    Over $1,000.000NATURE OF INVESTMENT

    o Sale Proprietorship 0 Partnership 0 --------therYOUR BUSINESS POSITION . . . . : G = e ~ n ~ e : : . ; r a = - I ' - . : P : . . . : : a ~ r t ~ n : . : : e ~ r _0$0. $4990$500 - $1,000o $1,001 - $10,000 o $10,001 $100,000OVER $100,000 0 $ 0 -$4990$500 - $1,000$1,001 $10,000 o $10,001 - $100,000DOVER $100,000 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF

    INCOME 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 sheel If necessnry)Interest, dividends and capital gains from investmentsin public and private equities 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 TRUSTCheck one box:

    INVESTMENT o REAL PROPERTY Check one box:INVESTMENT o REAL PROPERTYSee attached list (Exhibit C)Name of Business Entity 2l:Street Address or Assessor's Parcel Number of Real Property

    See attached list (Exhibit B)Name ot Business Entity 2l:Street Address or Assessor's Parcel Number of Real Property

    Description of Business Activity 2l:City or Other Precise Location of Real PropertyDescription of Business Activity ll !City or Other Precise Location of Real Property

    IF APPLICABLE, LIST DATE:- -- .. J -- -l _ - - -l -- - .. J_ACQUIRED DISPOSED

    IF APPLICABLE, LIST DATE:

    - - - . .J-- - l_ ---..J---..J_ACQUIRED DISPOSED

    o PartnershipStock

    FAIR MARKETVALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 $1,000,000DOve r $1,000,000NATURE OF INTERESTo Property OwnershlplDeed of TrustPartnershipStock

    FAIR MARKETVALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000DOve r $1,000,000NATURE OF INTERESTo Property Ownership/Deed of Trusto Check box if additional schedules reporting investments or real propertyare attached o Check box If additional schedules reporting investments or real propertyare attachedo Leasehold ---rs. remaining o Other _ o Leasehold ----rs. remaining o Other _Comments:: _ FPPC Form 700 (200412005) Sch. A2FPPC Toll-Free Helpline: 8661ASK-FPPC

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    :

    SCHEDULE A-2Investments, Income, and Assetsof Business EntitieslTrusts(Ownership Interest is 10% or Greater)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C, Blum

    > 1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUSTBlum Family NWA Investors, L.P. RCBA KCI Managers, L.L.C.Name Name909 Montgomery Street, San Francisco, CA 94133 909 Montgomery Street, San Francisco, CA 94133Address AddressCheck oneo Trust. go to 2 Business Entity, complete the box, then go to 2 Check oneo Trust, go to 2 Business Entity, complete the box, then go to 2GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

    IF APPLICABLE, LIST DATE:- - - f ~ _ACQUIRED

    FAIR MARKET VALUE IF APPLICABLE, LIST DATE:o $2,000 - $10.000$10,001 - $100,000 --.-1--.-1__ - - . - I ~ _0$100,001 $1,000,000 ACQUIRED DISPOSEDDOve r $1,000,000NATURE OF INVESTMENTo Sole Proprietorship Partnership 0 ---: _OtherYOUR BUSINESS POSITION - - = G : : . e : : : . n : . . ! . e : : : . : . . : r a = : : I c . . : P . . . . : a ~ r t ~ n ~ e ~ r _

    FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATUREOF INVESTMENTo Sale Proprietorship 0 PartnershipYOUR BUSINESS POSITION Member

    - - - f - - - f_DISPOSED

    Limited Liability Co.Other

    $0 - $4990$500 - $1,000o $1,001 $10,000 o $10,001 - $100,000DOVER $100,000 0 $ 0 - $499o $500 - $1,0000$1,001 - $10,000 o $10,001 - $100,000!81 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 SOURCEOFINCOME OF $10,000 OR MORE (attach a separate sheet If necessary)

    > 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 TRUSTCheck one box:

    INVESTMENT o REAL PROPERTY Check one box:INVESTMENT o REAL PROPERTYNorthwest Airlines - Common Stock RCBA - KCI Capital Partners, L.P.Name of Business Entity Q[Street Address or Assessor's Parcel Number of Real Property

    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 Description of Business ActivityQ[City or Other Precise Location of Real Property

    o Check box if additional schedUles reporting investments or real propertyare attachedo Other _

    IF APPLICABLE, LIST DATE:--.-1--.-1__ - - . - I - - - f_

    ACQUIRED DISPOSED

    I8J PartnershipStock

    IF APPLICABLE, LIST DATE:--.-1--.-1-'. _ - - - f - - - f _ACQUIRED DISPOSED

    o Other----------o Check box If additionai schedules reporting investments or real propertyare attachedo Leasehold ---n;. remaining

    FAIR MARKET VALUE

    o $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000181 Over $1,000,000NATURE OF INTERESTo Property OwnershiplOeed of TrustPartnership8J Stock

    o Leasehold ---Yn;. remaining

    FAIR MARKET VALUE0$2 ,000 - $10,000181 $10,001 - $100,0000$100,001 - $1,000,000DOve r $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of Trust

    Comments:: _ FPPC Fonn 700 (200412005) Sch. A2FPPC Toll-Free Helpline: 866/ASK-FPPC

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    SCHEDULE BInterests in Real Property(Including Rental Income)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    STREETADDRESS OR PRECISE LOCATION30 Presidio TerraceCITYSan Francisco, CA

    STREET ADDRESS OR PRECISE LOCATION325 SeadriftCITYStinson Beach, CA

    FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATURE OF INTEREST

    OwnershiplDeed of Trust

    IF APPLICABLE, LIST DATE:-----.1-----.1_-_- -----.1-----.1_._"ACQUIRED DISPOSED

    o Easement

    FAIR MARKET VALUEo $2,000 $10,000o $10,001 - $100,0000$100,001 - $1,000,000

    Over $1,000,000NATURE OF INTEREST181 Ownership/Deed of Trust

    IF APPLICABLE, LIST DATE:-----.1-----.1_ -----.1--1_._ACQUIRED DISPOSED

    o Easemento Leasehold------ 0 --- _Yrs. remaining OtherIF RENTAL PROPERTY, GROSS INCOME RECEIVEDo $0 - $499 0 $500 - $1,000 0 $1,001 - $10,0000 $ 1 0 , 0 0 1 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If yo u own a 10% or greaterinterest, l ist th e name of each tenant that is a single source ofincome of $10,000 or more.

    NAME OF LENDER'

    ADDRESS

    BUSINESS ACTIVITY OF LENDER

    INTEREST RATE TERM (MonthslYears)____% o NoneHIGHEST BALANCE DURING REPORTING PERIODo $500 - $1,000 0 $1,001 - $10,0000 $ 1 0 , 0 0 1 - $100,000 0 OVER $100,000

    o Guarantor, if applicable

    o Leasehold 0 -::-.,-- _Vrs. remaining Other

    IF RENTAL PROPERTY, GROSS INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - $10,000o $10,001 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If yo u own a 10% or greaterinterest, l ist th e name of e ac h t en an t t ha t is a s i ng l e s o ur c e ofincome of $10,000 or more.

    NAME OF LENDER'

    ADDRESS

    BUSINESS ACTIVITY OF LENDER

    INTEREST RATE TERM (MonthslYears)____% o NoneHIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000

    o Guarantor, if applicableComments: _* Loans from commercial lending institutionsmade in the lender's regular course of business on terms available tomembers of the public without regard to your official status are not reportable.

    FPPC Fonn 700 (200412005) Sch. BFPPC Toll-Free Helpline: 866/ASK-FPPC

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    SCHEDULE 8Interests in Real Property(Including Rental Income)

    IICALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > STREETADDRESS OR PRECISE LOCATION109 South Lake Merced Hill, Apt. 3E

    CITYSan Francisco, CA

    > STREET ADDRESS OR PRECISE LOCATION180 West Lake Blvd. #229

    CITYTahoe City, CA

    FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,000I8l $100,001 - $1,000,000DOver $1,000,000

    IF APPLICABLE, LIST DATE:- -- 1 - -- 1 _ - - -1 - - -1 _ACQUIRED DISPOSED

    FAIR MARKET VALUEo $2,000 - $10,0000$10,001 - $100,000

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

    IF APPLICABLE, LIST DATE:- - - 1 - - -1_ ---1---1_-_ACQUIRED DISPOSED-

    o Easemento Leasehold 0 - - ----' _Yrs. remaining Other

    NATURE OF INTEREST181 Ownership/Deed of Trusto Leasehold----__Yrs. remaining Other

    NATURE OF INTERESTOwnershiplDeed of Trust o Easement

    IF R EN TA L P RO P ER TY , G R OS S INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - $10,000

    $10,001 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a s ingle source ofincome of $10,000 or more,Claire Brody

    NAME OF LENDER"Bank of America

    ADDRESSP.O. Box 21848 Greensboro, N.C. 27420BUSINESS ACTIVITY OF LENDERFinancial Institution

    IF RENTAL PROPERTY, GROSS INCOME RECEIVED0$0 - $499 0 $500 - $1,000 0 $1,001 - $10,000

    $10,001 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, l ist t he name of each tenant that is a single source ofincome of $10,000 or more.

    N AM E O F LENDER"

    ADDRESS

    BUSINESS ACTIVITY OF LENDER

    INTEREST RATE4.5 .,----,. o None

    TERM (MonthslYears)360 Months

    INTEREST RATE____% o None TERM (MonthslYears)

    HIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 OVER $100,000

    o Guarantor, if applicable

    HIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000

    o Guarantor. if applicableComments: _* Loans from commercial lending institutions made in the lender's regular course of business on terms available tomembers of the public without regard to your official status are not reportable.

    FPPC Fonn 700 (200412005) Sch. BFPPC Toll-Free Helpline: 866/ASKFPPC

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    SCHEDULE BInterests in Real Property(Including Renta/lncome)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > STREET ADDRESS OR PRECISE LOCATION2930 Neilsen Way, #504CITYSanta Monica, CA

    > STREETADDRESS OR PRECISE LOCATIONCITY

    FAIRMARKET VALUEo $2,000 - $10,000o $10,001 - $100,000$100,001 - $1,000,000

    DOver $1,000,000NATURE OF INTEREST

    Ownership/Deed of Trust

    IF APPLICABLE, LIST DATE:--1--1_ - -1 - - .1_ _

    ACQUIRED DISPOSED

    o Easement

    FAIR MARKET VALUEo $2,000 - $10,0000$10,001 $100,000o $100,001 - $1,000,000DOver $1,000,000NATURE OF INTERESTo Ownership/Deed of Trust

    IF APPLICABLE, LIST DATE:--1--1- --1--1_ACQUIRED DISPOSED

    o Easemento Leasehold 0 - - - - _Yrs. remaining OtherIF RENTAL PROPERTY, GROSS INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If you own a 10% o r greaterinterest, l ist t he name of each tenant that is a si ngl e source ofincome of $10,000 or more.

    NAME OF LENDER*

    ADDRESS

    BUSINESS ACTIVITY OF LENDER

    INTEREST RATE TERM (Months/Years)____% o NoneHIGHEST BALANCE DURING REPORTING PERIODo $500 - $1,000 0 $1,001 - $10,000o $10,001 - $100,000 0 OVER $100,000o Guarantor, if applicable

    o Leasehold 0 -= _Yrs. remaining Other

    IF RENTAL PROPERTY, GROSS INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list t he name of each tenant that is a single source ofincome of $10,000 or more.

    NAME OF LENDER'

    ADDRESS

    BUSINESS ACTIVITY OF LENDER

    INTEREST RATE TERM (MonthslYears)____% o NoneHIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000

    o Guarantor, if applicableComments: _* Loans from commercial/ending institutions made in the lender's regular course of business on terms available tomembers of the publicwithout regard to yourofficial status are not reportable.

    FPPC Fonn 700 (200412005) Sch. BFPPC Toll-Free Helpline: 866/ASKFPPC

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    SCHEDULE CIncome, Loans* &Business

    Positions(Other than Gifts and Travel Payments)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > 1. NAMEOF SOURCE OF INCOMEBlum Capital Partners, L.P. > 1.NAMEOFSOURCE OF INCOMEThomson Learning Benefit Plan (formerly NEC)

    (Describe)

    ADDRESS909 Montgomery Street, San Francisco, CABUSINESS ACTIVITY, IF ANY, OF SOURCEInvestment FirmYOUR BUSINESS POSITIONChairman

    GROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD. IF LOAN0$500 - $1,000 0 $1,001 - $10,000o $10,001 - $100,000 [81 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of _

    (Properly, car, boat, etc.)o Commission or 0 Rental Income, l ist eech source of $10,000 or more

    181 Other Guarantee Fee(Describe)o LOAN RECEIVED (complete box 2)

    CB Richard Ellis Group, Inc. (CBRE) (Note 1)ADDRESS970 W. 190th Street, Torrance, CABUSINESS ACTIVITY, IF ANY, OF SOURCECommercial Real Estate

    YOUR BUSINESS POSITIONChairman

    GROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOAN0$500 - $1,000 0 $1,001 - $10,000181 $10,001 - $100,000 0 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of _

    (Properly, car, boat, etc.)

    o Commission or 0 Rental Income, l ist each source of $10,000 or more(Note 1) The director's fees from CBRE were paid byMr. Blum to investment management clients of BCP181 Other ~ i r e c t o r s Feeso LOAN RECEIVED (complete box 2)

    ADDRESS1191 Natop Blvd., Mason. OHBUSINESS ACTIVITY, IF ANY, OF SOURCE

    YOUR BUSINESS POSITIONRetired DirectorGROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOAN0$500 - $1,000 0 $1,001 - $10,000

    $10.001 - $100,000 0 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of _

    (Properly, car, boat, etc.)o Commission or 0 Rental Income, l ist eech source of $10,000 or more

    [gJ Other Pension(Describe)o LOAN RECEIVED (complete box 2)

    INTEREST RATE TERM (MonthslYears)____% DNoneSECURITY FOR LOANo None 0 Personal residenceo Real Property - - - - - . . . " S ~ t r e = - = e . , . . . t a""d" "dre" " 's , . , . . s- - - - - - -

    Cityo Guarantor-----------------o Other - - - - - - - - - - : : : - - : : - : - - - - - - - - (Describe)* You are not required to report loans fromcommercial lending institutions, or any indebtednesscreated as part of a retail installment or credit cardtransaction, made in the lender's regular course ofbusiness on terms available to members of thepublic without regard to your official status.Comments:

    FPPC Fonn 700 (200412005) Sch. CFPPC Toll-Free Helpline: 866/ASK-FPPC

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    SCHEDULE CIncome, Loans* &Business

    Positions(Other than Gifts and Travel Payments)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSiONNameRichard C. Blum

    > 1. NAME OF SOURCEOF INCOMENorthwest Airlines Corporation

    > 1. NAME OF SOURCE OF INCOMEURS Corporation (Note 1)

    ADDRESS5101 Northwest Drive, St. Paul, MNBUSINESS ACTIVITY, IF ANY, OF SOURCECommercial AirlineYOUR BUSINESS POSITIONMember - Board of DirectorsGROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOANo $500 - $1,000 0 $1,001 - $10,000

    $10,001 - $100,000 0 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of _

    (Property. car, boat, etc.)o Commission or 0 Rental Income, Jist eech source of $10,000 or more

    Other Travel allowance(Describe)o LOAN RECEIVED (complete box 2)

    COP - Concord Egyptian Direct Investment Fund LtdADDRESSSt. Julian's Ave. St. Peter Port, GermanyBUSINESS ACnVITY, IF ANY, OF SOURCEInvestment FundYOUR BUSINESS POSITIONMember - Board of DirectorsGROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOANo $500 $1,000 0 $1,001 - $10,000

    $10,001 $100,000 0 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of ------------------(Property, cer, boat, etc.)o Commission or 0 Rental Income, list eech source of $10,000 or more

    Other Board member compensation(Describe)o LOAN RECEIVED (complete box 2)

    ADDRESS100 California Street, San Francisco, CABUSINESS ACTIVITY. IF ANY, OF SOURCEProvider of Engineering ServicesYOUR BUSINESS POSITIONVice ChairmanGROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOAN0 $ 5 0 0 . $1,000 0 $1,001 - $10,000

    $10,001 - $100,000 0 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of _

    (Property, cer, boat, etc.)o Commission or 0 Rental Income, list eech source of $10,000 or more(Note 1) The director's fees from URS were paid byMr. Blum to investment management client of BCP181 Other Board member compensation

    (Describe)o LOAN RECEIVED (complete box 2)INTEREST RATE TERM (MonthslYears)_ _ _ _ % o NoneSECURITY FOR LOANo None 0 Personal residenceo Real Property-----. .St""re'""et,-e=""d""dre""s"'"s-------

    Cityo Guarantor-----------------o Other ---------;;::---:;-:-;---------(Describe)* You are not required to report loans fromcommercial lending institutions, or any indebtednesscreated as part of a retail installment or credit cardtransaction, made in the lender's regular course ofbusiness on terms available to members of thepublic without regard to your official status.Comments:

    FPPC Fonn 700 (200412005) Sch. CFPPC Toll-Free Helpline: 866/ASK-FPPC

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    SCHEDULE CIncome, Loans* &Business

    Positions(Other than Gifts and Travel Payments)

    CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

    > 1. NAMEOF SOURCE OF INCOMEAstar Air Cargo, Inc. > 1. NAME OF SOURCE OF INCOMEADDRESS2 South Biscayne Blvd., Miami, FLBUSINESS ACTIVITY, IF ANY, OF SOURCEAirline CargoYOUR BUSINESS POSITIONDirectorGROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOAND $500 - $1,000 D $1,001 - $10,000

    $10,001. - $100,000 DOVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDD Salary D Spouse's income D Loan repaymentD Sale of _

    (Property, car, boat, etc.)

    D Commission or D Rental Income, list each source of $10,000 or mo",

    [8] Other Board Member Compensation(Describe)

    D LOAN RECEIVED (complete box 2)

    ADDRESSBUSINESS ACTIVITY, IF ANY, OF SOURCE

    YOUR BUSINESS POSITION

    GROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOAND $500 . $1,000 D $1,001 - $10,000D $10,001 - $100,000 DOVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDD Salary D Spouse's income D Loan repaymentD Sale of _

    (Property, car, boat, etc.)

    D Commission or D Rental Income, list each sourca of $10,000 or mo",

    D Other-- _(Describe)

    D LOAN RECEIVED (complete box 2)

    ADDRESS INTEREST RATE

    ____% DNoneTERM (MonthslYears)

    BUSINESS ACTIVITY, IF ANY, OF SOURCE

    YOUR BUSINESS POSITION

    GROSS INCOME RECEIVED/HIGHEST BALANCE DURINGREPORTING PERIOD, IF LOAND $500 - $1,000 D $1,001 $10,000D $10,001 - $100,000 DOVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDD Salary D Spouse's income D Loan repaymentD Sale of ------------------

    (Properly. car, boat, etc.)D Commission or D Rental Income, list each source of $10,000 or mo",

    D Other------------------Describe)D LOAN RECEIVED (complete box 2)

    SECURITY FOR LOAND None D Personal residenceD Real Property ------S""t="'""'et'""aCJdd:i:"'=s"'"s-------

    City

    D Guarantor------------------D Other --------==:--::--,---------(Describe)* You are not required to report loans fromcommercial lending institutions, or any indebtednesscreated as part of a retail installment or credit cardtransaction, made in the lender's regular course ofbusiness on terms available to members of thepublic without regard to your official status.Comments:

    FPPC Fonn 700 (200412005) Sch. CFPPC Toll-Free Helpline: 866/ASK-FPPC

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    ~ '". - Richard C. BlumCalifornia Fonn 700Assuming OfficellnitialSchedule A-2Investments, Income, and Assets ofBusiness EntitiesITrusts(Ownership Interest is 10% or Greater)December 31, 2004

    Blum Capital Partners, L.P.

    Name ofincome Source

    DominionNuclear Connecticut, Inc. NDTVirginia Electric and Power Co. NDTCarpenters Pension Trust for Southern CaliforniaThe Benefits Connection GroupUnited Brotherhood ofCarpentersBK Capital Partners IV, L.P.RCBAKCI Capital Partners, L.P.Blum Strategic Partners, L.P.BlumStrategic Partners II, L.P.Stinson Capital Partners, L.P.Stinson Capital Partners II, L.P.Stinson Capital Partners III, L.P.Stinson Capital Fund (Cayman), Ltd.BLUM (K*TEC) Co-fuvestment Partners, L.P.Blum Strategic Equity, L.L.C.BlumStrategic Equity II, L.L.c.Blum Strategic GP, L.L.c.Blum Strategic GP II, L.L.C.TPG Associates III, L.P.TPG Associates IV, L.P.Newbridge CapitalTAG Aviation USA, Inc.futuitive SurgicalChrysCap I, L.L.c.Stinson Capital Partners D, LPStinson Capital Partners M, LPStinson Capital Partners QP, LPBlum GC L.P.Blum GA L.L.CBlum Strategic KFB, LPBlumGA III, LLCBlumGA III Equity, LLCBlum Strategic II GmbH & KGRCBA Strategic KFB, LPPB Capital Partners, LPPlaytex Products Inc. - Common StockPerini Corporation - Common Stock

    Description of Business Income

    Administrative and investment management feesAdministrative and investmentmanagement feesAdministrative and investment management feesAdministrative and investmentmanagement feesAdministrative and investmentmanagement feesInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, 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 feesCapital 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 gainsCapital gains, interest and dividendsInvestment management feesInvestment management feesCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsInterestCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest, dividends& management feesCapital gains, interest, dividends & management feesCapital gains, interest, dividends & management feesCapital gainsCapital gains

    EXHIBIT A

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    Richard C. BlumCalifornia Form 700Assuming OfficelInitialScheduleA-2Investments, Income, and Assets of Business Entitiesrrrusts(Ownership Interest is 10% or Greater)December 31, 2004

    Blum Capital Partners, L.P.

    Name of Business EntityBK Capital Partners IV, L.P.RCBA KCI Capital Partners, L.P.PB Capital Partners, L.P.RCBA LAF Equity Partners, L.L.c.RCBANewbridge LAF, L.L.C.Blum Strategic Equity, L.L.c.Blum Strategic GP, L.L.c.RCBA GP (Cayman) Co, LtdStinson Capital Partners, L.P.Stinson Capital Partners II, L.P.BlumG. C., L.P.BLUM GA, L.L.C.BLUM GA m, L.L.C.BLUM GA Equitym, L.L.C.ChrysCap I, L.L.C.TPG LAF Equity, L.P.TPG Associatesm, L.P.Tarrant Venture Partners, L.P.Lat Am GP, L.P.Perini CorporationPlaytex Products, Inc.Kinetic Concepts, Inc.Stinson Capital Partners D, L.P.Stinson Capital Partners M, L.P.Stinson Capital Partners QP, L.P.TPG Equity IV, LP

    Description of business activityInvestment partnershipInvestment partnershipInvestment partnershipInvestment companyInvestment companyInvestment companyInvestment companyInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipInvestment companyInvestment companyInvestment companyInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipConstructionConsumer productsMedical ProductsInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnership

    EXHIBIT B

    FairMarket Value$100,001 - $1,000,000Over $1,000,000Over $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$10,001 - $100,000$10,001 - $100,000Over $1 ,000,000$10,001 - $100,000$100,001 - $1,000,000Over $1,000,000$10,001 - $100,000Over $1,000,000$100,001 - $1,000,000$10,001 - $100,000Over $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$10,001 - $100,000$100,001 - $1,000,000Over $1,000,000$100,001 - $1,000,000

    Nature of InterestPartnershipPartnershipPartnershipLimitedLiability Co.Limited Liability Co.Limited Liability Co.Limited Liability Co.CorporationPartnershipPartnershipPartnershipLimited LiabilityCo.Limited Liability Co.Limited Liability Co.Limited Liability Co.PartnershipPartnershipPartnershipPartnershipStockStockStockPartnershipPartnershipPartnershipPartnership

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    Richard C. BlumCalifornia Form 700Assuming OfficelInitialSchedule A-2Investments, Income, and Assets of Business EntitieslTrusts(Ownership Interest is 10% or Greater)December 31, 2004

    Blum Family Partners, L.P.

    Name ofBusiness EntityAEOW 2000, L.P.Astar Air Cargo HoldingsBCP Amaranth, L.P.Central Station Land, L.L.C.Consortium on Reading Excellence, Inc.ChrysCapital II, L.L.c.Francisco Partners, L.P.NB Hanaro Partners I, LPNB Hanaro Partners II, LPRCBA-KCI Capital Partners, L.P.KFB Newbridge Genpar, LPNWA Common StockRAE Common StockSocial Enterprises, Inc.Stinson Capital Partners, L.P.Stinson Capital Partners QP, L.P.Strange Collective L.L.c.Strategic Recovery FundSecond City Capital FundThayer Hotel Investments III, L.L.C.TPG Equity IV, L.P.ValueAct Capital Partners, L.P.Blum Investment Partners, Inc.

    Description of business activityInvestment partnershipAirline CargoInvestment companyReal estate investmentsEducationInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipCommercial AirlinesAtmospheric MonitorsPhilanthropic InvestmentInvestment partnershipInvestment partnershipInvestment companyInvestment partnershipInvestment partnershipHotel investmentInvestment partnershipInvestment partnership

    Fair Market Value$10,001 - $100,000Over $1,000,000$10,001 - $100,000$100,001 - $1,000,000$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000Over $1,000,000Over $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 - $1,000,000Over $1,000,000.00$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$10,001 - $100,000

    Nature oflnterestPartnershipLimited Liability Co.Limited Liability Co.Limited Liability Co.Common StockLimited Liability Co.PartnershipPartnershipPartnershipPartnershipPartnershipCommon StockCommon StockCommon StockPartnershipPartnershipLimited Liability Co.PartnershipPartnershipLimited Liability Co.PartnershipPartnership

    Name of Business EntityBlum G.C., L.P.Blum G.A., L.P.Blum G.A. III, L.P.Blum G.A. Equity III, L.P.

    Description of business activityInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnership

    EXHIBITC

    Fair Market Value$1,001 - $10,000$10,001 - $100,000$1,001 - $10,000$10,001 - $100,000

    Nature of InterestPartnershipPartnershipPartnershipPartnership

  • 8/14/2019 Regent Richard Blum - Financial Disclosures - 2005

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    . , , \ :

    Richard C. BlumCalifornia FOTIn 700Assuming OfficellnitialSchedule A-2Investments, Income, and Assets ofBusiness EntitieslTrusts(Ownership Interest is 10% or Greater)December 2004

    Carlton Hotel

    Narne of Income SourceACCESS USAIVALUE ADDEDALASKA AIRLINESALLIEDITPROAMERICANAIRLINES VACATIONSEBOOKERSEXPEDIA.COMFUN SUN VACATIONSGASTALDIIITALYGROUP VOYAGERS/COSMOSHOLIDAYNETWORK/CANADAHOTELS.COMKUONI TRAVEL LTDMARK TRAVEL CORPORBITZ.COMTRAVALCO USA

    EXHIBIT 0

    Description ofBusiness IncomeHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel services