Walnut Orchard Sole Proprietorship · from the PDF
Walnut Orchard · 6101 E. Main Street, Stockton, CA · Owner
Value $100,001–$1,000,000 · gross income $10,001–$100,000
Teresa M. Caffese › Form 700
Teresa M. Caffese: 2024 Annual statement
- Annual 2024
- Judge, San Francisco County Superior Court · due 2025-03-03
- Filed
- 2025-01-14 · signed 01/14/2025 03:41 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (14 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 25
| Name | Business | Value | |
|---|---|---|---|
| Amazon | E-Commerce Retailer | $10,001–$100,000 | |
| Apple Inc. | Technology | over $1,000,000 | |
| Bank of America | Banks | $10,001–$100,000 | |
| Charles Schwab Corp. | Capital Markets | $10,001–$100,000 | |
| Cisco Systems | Communications Equipment | $10,001–$100,000 | |
| Citigroup | Banks | $2,000–$10,000 | |
| Concentrix Corp | Provider of Technology Infused Customer Experience Solutions | $2,000–$10,000 | |
| Corning | Electornic Equipment | $10,001–$100,000 | |
| Nvidia Corp. | Semiconductors and Semiconductor Equipment | $10,001–$100,000 acquired 2024-07-24 | |
| Daimler Truck Holdings | Commercial Vehicle Manufacturer | $2,000–$10,000 | |
| Dime Cmnty Bancshare | Banking | $2,000–$10,000 | |
| Dupont De Nemours Inc, | Chemicals | $2,000–$10,000 | |
| Fidelity National | Insurance | $10,001–$100,000 | |
| Ford Motor Company | Automobiles | $10,001–$100,000 | |
| General Electric | Industrial Conglomerates | $10,001–$100,000 | |
| Mercecedes-Benz Group | Automotive | $2,000–$10,000 | |
| Microsoft Corp. | Software | $100,001–$1,000,000 | |
| Pacific Gas & Electric | Electric Utilities | $10,001–$100,000 | |
| Realty Income Corp | Realty | $10,001–$100,000 disposed 2024-09-27 | |
| Southwest Airlines | Airline | $10,001–$100,000 | |
| Vistra Energy Corp | Power & Renewable Electricity | $10,001–$100,000 | |
| Wal Mart | Food & Staples Retailing | $10,001–$100,000 | |
| Well Fargo | Banks | $10,001–$100,000 | |
| Xerox Holdings | Tehhnology Hardware, Storage & Peripherals | $2,000–$10,000 | |
| Interactive Media Services | $10,001–$100,000 acquired 2024-03-04 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule B · Real property 4
| Property | Value | Rental income | |
|---|---|---|---|
| 125 Crescent Ave., San Francisco Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 Dane Peacock | |
| 411 Hobron, #2702, Honolulu, Honolulu, HA 96815-1216 Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 Athena Demakas | |
| 6101 E. Main Street, Stockton Ownership/Deed of Trust | over $1,000,000 | — | |
| 639 Excelsior Ave., San Francisco Ownership/Deed of Trust | over $1,000,000 | $10,001–$100,000 Colm Dogherty; Jennifer Dogherty |
Schedule C · Income and business positions 8
| Source | Income | |
|---|---|---|
| Apple Inc. Technology · Shareholder · 1 Infinite Loop, Cupertino, CA 95041 | $10,001–$100,000 Other: Dividends | |
| Bank of America Banks · Shareholder · 100 North Tryon St. Charlotte, NC 28255 | $1,001–$10,000 Other: Dividends | |
| Corning Electronic Equipment · Shareholder · 1 Riverfront Plz, Corning, NY 14831-0001 | $1,001–$10,000 Other: Dividends | |
| Ford Motor Co Automobiles · Shareholder · One Amercian Rd. Dearborn,MI 48126 | $500–$1,000 Other: Dividends | |
| Mercedez-Benz Corp. Automobiles · Shareholder · Mercedesstrasse 120, Stuttgart, 70372 | $500–$1,000 Other: Dividends | |
| Microsoft Management Investmen · Shareholder · One Microsoft Way, Redmond, WA 98052 | $1,001–$10,000 Other: Dividends | |
| Southwest Airlines Airline · Shareholder · 2702 Love Field Dr., P.O. Box 36611, Dallas Tx 75235 | $500–$1,000 Other: Dividends | |
| Charles Schwab Corp. Capital Markets · Sharelholder · P.O. Box 982600 El Paso, TX 79998 | $500–$1,000 Other: Dividends |
Schedule D · Gifts 3
| From | Gifts | Total | |
|---|---|---|---|
| BALIF PO Box 193383 San Francisco CA 94119 | 2024-03-01 · Gala Reception · $150 | $150 | |
| SF Trial Lawyers Assn. 311 California St. #620, San Francisco, CA | 2024-10-25 · Reception · $300 | $300 | |
| Italian Bar Association 55 Francico St. #403, San Francisco, CA | 2024-12-06 · Luncheon · $200 | $200 |