California Files

Robert M Whalen Jr. › Form 700

Robert M Whalen Jr.: 2024 Annual statement

Annual 2024
Judge, Fresno County Superior Court · due 2025-03-03
Filed
2025-01-07 · signed 01/07/2025 05:21 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (7 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 1

NameBusinessValue
UBS Company StockFinanacial Services Company$10,001–$100,000
disposed 2024-05-14

Schedule A-2 · Businesses & trusts (10% or more) 2

2U Enterprises LLC LLC

Holding Company for Whalen's Public House · 501 Main St., Cedarville, CA 96104 · Member

Value $2,000–$10,000 · gross income $10,001–$100,000

Sources of $10,000+: Whalen' Public House

Holds: 501 Main St., Cedarville, CA 96104 (Restaurant/Pub) · $2,000–$10,000 · Leasehold

DUB U LLC LLC

Manage Cressler House · 520 Main St., Cedarville, CA 96104 · Member

Value $2,000–$10,000 · gross income $1,001–$10,000

Sources of $10,000+: Cressler House

Schedule B · Real property 3

PropertyValueRental income
2523 Wilcombe Dr., Cambria, CA 93428
Ownership/Deed of Trust
$100,001–$1,000,000$1,001–$10,000
520 Main St., Cedarville, CA 96104 · from the PDF
Ownership/Deed of Trust
$100,001–$1,000,000$0–$499
1815 Ogden Dr., Cambria, CA 93428
Ownership/Deed of Trust
$100,001–$1,000,000—

Schedule C · Income and business positions 2

SourceIncome
2U Enterprises LLC
Restaurant/Pub · Member · 501 Main St., Cedarville CA 96104
$10,001–$100,000
Other: Member Distribution
Dub U LLC
AirBnB · Member · 520 Main St., Cedarville, CA 96104
no income (position only)
Other: The LLC received income but, no distribution this year.