Robert Lee Williams Trust trust
2762 Thacker Drive
Value — · gross income $10,001–$100,000
Sources of $10,000+: Sale of property owned by trust to Jessica Balbuena Roldan. (Amount listed represents my wife's 1/5 beneficial interest in the proceeds)
Richard Fields › Form 700
Richard Fields: 2024 Annual statement
- Annual 2024
- Judge, Court of Appeal, Fourth District · due 2025-03-03
- Filed
- 2025-02-10 · signed 02/10/2025 02:51 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (4 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 1
| Name | Business | Value | |
|---|---|---|---|
| Charles Schwab | Financial Services Agency · Cash. Transferred from TD Ameritrade | $2,000–$10,000 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| 4 Corniche B, Dana Point Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 Brittany Kuhn and Jonathan Coil (Combined paid over $10,000-- but they live together) |