Schedule A-2 · Businesses & trusts (10% or more) 5
Balance Assisted Living/IRISVND Partners LLC Partnership · from the PDF
Senior Assisted Living · 1321 S. Fairmont, Lodi, CA · Business Development
Value over $1,000,000 · gross income $0–$499
Holds: 1321 S. Fairmont (Lodi, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Legacy Oaks/Morse Investment Partners LLC Partnership · from the PDF
Senior Assisted Living · 1922 Morrse Ave., Sacramento, CA · Business Development
Value over $1,000,000 · gross income $0–$499
Holds: 1922 Morrse Ave. (Sacramento, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Living Grace/Lowell Investment LLC LLC Partnership · from the PDF
Senior Assisted Living · 1960 Lowell Tracy, CA · Business Development
Value over $1,000,000 · gross income $0–$499
Holds: 1960 Lowell (Tracy, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Premier Senior Living Management LLC Partnership · from the PDF
Senior Living management · 1321 S Fairmont Ave Lodi, CA 95240 · partner
Value $0–$1,999 · gross income $0–$499
Cool Beans LLC Partnership · from the PDF
consulting/assited living · 304 Berlin Way Patterson, CA 95363 · partner
Value $0–$1,999 · gross income $0–$499
The filer's comments
A-1 Spouse's business/investment reported as a community interest
A-2 Spouse's businesses; land acquired prior to 2024 but spouse's ownership interest increased in 2024 to over 10%
A-2 Spouse's businesses and land ownership with businesses; management company makes no income for spouse
A-2 spouse's consulting business (Cool Beans) owns Morse, Lowell, Iris Vnd but no income generated in 2025
B for Brentwood property spouse if not named on the loan