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Form 1F - 2020 FORM 1F FINAL STATEMENT OF 2020 FINANCIAL INTERESTS (TO BE FILED WITHIN 60 DAYS OF LEAVING PUBLIC OFFICE OR EMPLOYMENT) LAST NAME—FIRST NAME—MIDDLE NAME: NAME OF REPORTING PERSON'S AGENCY: MAILING ADDRESS: CHECK ONE OF THE FOLLOWING(see"Who Must File"on page 3): ❑ LOCAL OFFICER ❑ STATE OFFICER ❑ SPECIFIED STATE EMPLOYEE LIST OFFICE OR POSITION HELD: CITY: ZIP: COUNTY: """BOTH PARTS OF THIS SECTION MUST BE COMPLETED' DISCLOSURE PERIOD: THIS STATEMENT REFLECTS MY FINANCIAL INTERESTS FOR THE PERIOD BETWEEN JANUARY 1,2020 AND THE LAST DATE I HELD THE PUBLIC OFFICE OR EMPLOYMENT DESCRIBED ABOVE,WHICH DATE WAS 2020. (Date must be prior to 12/31/20) MANNER OF CALCULATING REPORTABLE INTERESTS: FILERS HAVE THE OPTION OF USING REPORTING THRESHOLDS THAT ARE ABSOLUTE DOLLAR VALUES, WHICH REQUIRES FEWER CALCULATIONS, OR USING COMPARATIVE THRESHOLDS, WHICH ARE USUALLY BASED ON PERCENTAGE VALUES (see instructions for further details). PLEASE STATE BELOW WHETHER THIS STATEMENT REFLECTS EITHER(must check one): ❑ COMPARATIVE(PERCENTAGE)THRESHOLDS OR ❑ DOLLAR VALUE THRESHOLDS PART A--PRIMARY SOURCES OF INCOME [Major sources of income to the reporting person-See instructions] (If you have nothing to report,write"none"or"Irl NAME OF SOURCE SOURCE'S DESCRIPTION OF THE SOURCE'S OF INCOME ADDRESS PRINCIPAL BUSINESS ACTIVITY PART B --SECONDARY SOURCES OF INCOME [Major customers, clients, and other sources of income to businesses owned by reporting person-See instructions] (If you have nothing to report,write"none"or"Irl NAME OF NAME OF MAJOR SOURCES ADDRESS PRINCIPAL BUSINESS BUSINESS ENTITY OF BUSINESS'INCOME OF SOURCE ACTIVITY OF SOURCE PART C --REAL PROPERTY [Land, buildings owned by the reporting person-See instructions] FILING INSTRUCTIONS for when (If you have nothing to report,write"none"or"Irl and where to file this form are located at the bottom of page 2. INSTRUCTIONS on who must file this form and how to fill it out begin on page 3 of this packet. CE Form 1F Effective:January 1,2020 (Continued on reverse side) PAGE 1 Incorporated by reference in Rule 34-8.208(2),F.A.C. PART D—INTANGIBLE PERSONAL PROPERTY[Stocks, bonds,certificates of deposit, etc.-See instructions] (If you have nothing to report,write"none"or"n/a") TYPE OF INTANGIBLE BUSINESS ENTITY TO WHICH THE PROPERTY RELATES PART E—LIABILITIES [Major debts-See instructions] (If you have nothing to report,write"none"or"n/a") NAME OF CREDITOR ADDRESS OF CREDITOR PART F—INTERESTS IN SPECIFIED BUSINESSES [Ownership or positions in certain types of businesses-See instructions] (If you have nothing to report,write"none"or"n/a") BUSINESS ENTITY# 1 BUSINESS ENTITY#2 NAME OF BUSINESS ENTITY ADDRESS OF BUSINESS ENTITY PRINCIPAL BUSINESS ACTIVITY POSITION HELD WITH ENTITY I OWN MORE THAN A 5% INTEREST IN THE BUSINESS NATURE OF MY OWNERSHIP INTEREST IF ANY OF PARTS A THROUGH F ARE CONTINUED ON A SEPARATE SHEET, PLEASE CHECK HERE ❑ SIGNATURE OF FILER: CPA or ATTORNEY SIGNATURE ONLY If a certified public accountant licensed under Chapter 473, or Signature: attorney in good standing with the Florida Bar prepared this form for you, he or she must complete the following statement: I, , prepared the CE Form 1 in accordance with Section 112.3145, Florida Statutes, and the instructions to the form. Upon my reasonable knowledge and belief, the disclosure herein is true and correct. Date Signed: CPA/Attorney Signature Date Signed FILING INSTRUCTIONS: WHEN TO FILE: may file by mail or email.Contact your Supervisor To determine what category your position At the end of office or employment each of Elections for the mailing address or email falls under,see the"Who Must File"Instructions local officer, state officer, and specified address to use. Do not email your form to the on page 3. state employee is required to file a final Commission on Ethics, it will be returned. NOTE: disclosure form (Form 1 F) within 60 days State officers or specified state If you areleaving office or employment of leaving office or employment, unless he employees who file with the Commission on during the first half of 2020,you may not or she takes another position within the Ethics may file by mail or email. To file by mail, have filed Form 1 for 2019. In that case, 60-day period that requires filing financial send the completed form to P.O. Drawer 15709, this is not the last form you will file. Form disclosure on Form 1 or Form 6. Tallahassee, FL 32317-5709; physical address: 1F covers January 1, 2020, through your WHERE TO FILE: 325 John Knox Rd, Bldg E,Ste 200,Tallahassee, last day of office or employment. You Local officers file with the Supervisor of FL 32303. To file with the Commission by email, will be required to file Form 1 for 2019 by Elections of the county in which they permanently scan your completed form and any attachments July 1, 2020, and risk being fined if you reside. (If you do not permanently reside in as a pdf(do not use any other format), send it to do not file Form 1 by the filing deadline, Florida, file with the Supervisor of the county CEForm1 @leg.state.fl.us and retain a copy for even if you have already filed the CE where your agency has its headquarters.) Form your records. Do not file by both mail and email. Form 1 F. 1 filers who file with the Supervisor of Elections Choose only one filing method. CE Form 1F Effective:January 1,2020 PAGE 2 Incorporated by reference in Rule 34-8.208(2),F.A.C. WHO MUST FILE FORM IF, Final Statement of Financial Interests: All persons who fall within the categories of"state officers," "local officers," and "specified state employees" are required to file Form 1F within 60 days of leaving that position unless they take another position within the 60-day period that requires filing either Form 1 or Form 6. Positions within these categories are listed below. Persons required to file full financial disclosure(Form 6--see that form for a list of persons who are required to file it) should file Form 6F rather than Form 1 F as their final financial disclosure. 1) Elected public officials not serving in a political subdivision of the of a county, municipality, or other political subdivision; county or municipal state and any person appointed to fill a vacancy in such office, unless attorney; chief county or municipal building inspector; county or municipal required to file full disclosure on Form 6. water resources coordinator; county or municipal pollution control director; 2) Appointed members of each board, commission, authority, or county or municipal environmental control director; county or municipal council having statewide jurisdiction, excluding members of solely advisory administrator with power to grant or deny a land development permit; chief bodies, but including judicial nominating commission members; Directors of of police;fire chief;municipal clerk;appointed district school superintendent; Enterprise Florida,Scripps Florida Funding Corporation,and Career Source community college president; district medical examiner; purchasing agent Florida;and members of the Council on the Social Status of Black Men and (regardless of title) having the authority to make any purchase exceeding Boys; the Executive Director, Governors, and senior managers of Citizens $35,000 for the local governmental unit. Property Insurance Corporation; Governors and senior managers of Florida 8) Officers and employees of entities serving as chief administrative Workers' Compensation Joint Underwriting Association; board members of officer of a political subdivision. the Northeast Fla. Regional Transportation Commission; board members of 9) Members of governing boards of charter schools operated by a city Triumph Gulf Coast, Inc;board members of Florida Is For Veterans, Inc.;and or other public entity. members of the Technology Advisory Council within the Agency for State 10) Employees in the office of the Governor or of a Cabinet member Technology. who are exempt from the Career Service System, excluding secretarial, 3) The Commissioner of Education, members of the State Board clerical, and similar positions. of Education, the Board of Governors, the local Boards of Trustees and 11) The following positions in each state department, commission, Presidents of state universities,and the Florida Prepaid College Board. board, or council: Secretary, Assistant or Deputy Secretary, Executive 4) Persons elected to office in any political subdivision (such as Director, Assistant or Deputy Executive Director, and anyone having the municipalities, counties, and special districts)and any person appointed to power normally conferred upon such persons, regardless of title. fill a vacancy in such office, unless required to file Form 6. 12) The following positions in each state department or division: 5) Appointed members of the following boards,councils,commissions, Director,Assistant or Deputy Director, Bureau Chief,and any person having authorities, or other bodies of county, municipality, school district, the power normally conferred upon such persons, regardless of title. independent special district, or other political subdivision: the governing 13) Assistant State Attorneys, Assistant Public Defenders, criminal body of the subdivision;community college orjunior college district boards of conflict and civil regional counsel, and assistant criminal conflict and civil trustees; boards having the power to enforce local code provisions; boards regional counsel, Public Counsel, full-time state employees serving as of adjustment; community redevelopment agencies; planning or zoning counsel or assistant counsel to a state agency, administrative law judges, boards having the power to recommend, create, or modify land planning or and hearing officers. zoning within a political subdivision, except for citizen advisory committees, 14) The Superintendent or Director of a state mental health institute technical coordinating committees, and similar groups who only have the established for training and research in the mental health field,or any major power to make recommendations to planning or zoning boards, and except state institution or facility established for corrections, training, treatment, or for representatives of a military installation acting on behalf of all military rehabilitation. installations within that jurisdiction; pension or retirement boards empowered 15) State agency Business Managers, Finance and Accounting to invest pension or retirement funds or determine entitlement to or amount of Directors, Personnel Officers, Grant Coordinators, and purchasing agents pensions or other retirement benefits, and the Pinellas County Construction (regardless of title)with power to make a purchase exceeding$35,000. Licensing Board. 16) The following positions in legislative branch agencies: each 6) Any appointed member of a local government board who is employee (other than those employed in maintenance, clerical, secretarial, required to file a statement of financial interests by the appointing authority or similar positions and legislative assistants exempted by the presiding or the enabling legislation, ordinance, or resolution creating the board. officer of their house); and each employee of the Commission on Ethics. 7) Persons holding any of these positions in local government: mayor; county or city manager; chief administrative employee or finance director INSTRUCTIONS FOR COMPLETING FORM IF: INTRODUCTORY INFORMATION (Top of Form): a period covering the entire 2020 calendar year, nor should this form be used to report your financial interests for a NAME OF AGENCY: The name of the governmental unit which period beyond 2020. you served or by which you were employed. PUBLIC RECORD: The disclosure form and everything OFFICE OR POSITION HELD OR SOUGHT: The title of the attached to it is a public record. Your Social Security office or position you held during the disclosure period. Number is not required and you should redact it from any DISCLOSURE PERIOD: This statement reflects your documents you file. If you are an active or former officer financial interests for the period between January 1 and the or employee listed in Section 119.071, F.S., whose home last day of your public office or employment in 2020. Please address is exempt from disclosure, the Commission will write the last day of your office or employment in this part of maintain that confidentiality if you submit a written request. the form. This date should be prior to December 31, 2020. The Form 1 F cannot be used to report financial interests for CE Form 1F Effective:January 1,2020 PAGE 3 Incorporated by reference in Rule 34-8.208(2),F.A.C. MANNER OF CALCULATING REPORTABLE INTEREST As noted on the form,filers have the option of reporting based on either thresholds that are comparative (usually, based on percentage values)or thresholds that are based on absolute dollar values. The instructions on the following pages specifically describe the different thresholds. Check the box that reflects the choice you have made.You must use the type of threshold you have chosen for each part of the form. In other words, if you choose to report based on absolute dollar value thresholds, you cannot use a percentage threshold on any part of the form. PART A— PRIMARY SOURCES OF INCOME the total assets or capital stock of a business entity(a corporation, [Required by s. 112.3145(3)(b)1, F.S.] partnership, LLC, limited partnership, proprietorship, joint venture, Part A is intended to require the disclosure of your principal sources trust,firm, etc., doing business in Florida); and, of income during the disclosure period. You do not have to disclose any (2) You received more than$5,000 of your gross income during the public salary or public position(s). The income of your spouse need not disclosure period from that business entity. be disclosed; however, if there is joint income to you and your spouse If your interests and gross income exceeded these thresholds,then for that from property you own jointly (such as interest or dividends from a bank business entity you must list every source of income to the business entity account or stocks), you should disclose the source of that income if it which exceeded 10%of the business entity's gross income(computed on exceeded the threshold. the basis of the business entity's most recently completed fiscal year),the Please list in this part of the form the name, address, and principal source's address, and the source's principal business activity. business activity of each source of your income which exceeded $2,500 Examples: of gross income received by you in your own name or by any other person for your use or benefit. — You are the sole proprietor of a dry cleaning business,from which you received more than$5,000. If only one customer,a uniform rental "Gross income" means the same as it does for income tax purposes, company,provided more than 10%of your dry cleaning business,you even if the income is not actually taxable, such as interest on tax- must list the name of the uniform rental company, its address, and its free bonds. Examples include: compensation for services, income principal business activity(uniform rentals). from business, gains from property dealings, interest, rents, dividends, — You are a 20% partner in a partnership that owns a shopping pensions,IRA distributions,social security,distributive share of partnership mall and your partnership income exceeded the above thresholds. gross income, and alimony, but not child support. List each tenant of the mall that provided more than 10% of the Examples: partnership's gross income and the tenant's address and principal — If you were employed by a company that manufactures computers business activity. and received more than $2,500, list the name of the company, its PART C—REAL PROPERTY address, and its principal business activity(computer manufacturing). — If you were a partner in a law firm and your distributive share of [Required by s. 112.3145(3)(b)3, F.S.] partnership gross income exceeded$2,500, list the name of the firm, In this part, list the location or description of all real property in Florida its address, and its principal business activity(practice of law). in which you owned directly or indirectly at any time during the disclosure — If you were the sole proprietor of a retail gift business and your period in excess of 5%of the property's value.You are not required to list gross income from the business exceeded $2,500, list the name of your residences.You should list any vacation homes if you derive income the business, its address, and its principal business activity(retail gift from them. sales). Indirect ownership includes situations where you are a beneficiary of — If you received income from investments in stocks and bonds, list a trust that owns the property, as well as situations where you own more each individual company from which you derived more than $2,500. than 5%of a partnership or corporation that owns the property.The value Do not aggregate all of your investment income. of the property may be determined by the most recently assessed value for tax purposes, in the absence of a more current appraisal. — If more than$2,500 of your gross income was gain from the sale The location or description of the property should be sufficient to of property (not just the selling price), list as a source of income the enable anyone who looks at the form to identify the property. A street purchaser's name, address, and principal business activity. If the address should be used, if one exists. purchaser's identity is unknown, such as where securities listed on an exchange are sold through a brokerage firm,the source of income PART D—INTANGIBLE PERSONAL PROPERTY should be listed as"sale of(name of company)stock,"for example. [Required by s. 112.3145(3)(b)3, F.S.] — If more than $2,500 of your gross income was in the form of Describe any intangible personal property that, at any time during the interest from one particular financial institution (aggregating interest disclosure period, was worth more than $10,000 and state the business from all CD's, accounts, etc., at that institution), list the name of the entity to which the property related. Intangible personal property includes institution, its address, and its principal business activity. things such as cash on hand,stocks,bonds,certificates of deposit,vehicle PART B—SECONDARY SOURCES OF INCOME leases, interests in businesses, beneficial interests in trusts, money owed you, Deferred Retirement Option Program (DROP) accounts, the Florida [Required by s. 112.3145(3)(b)2, F.S.] Prepaid College Plan, and bank accounts. Intangible personal property This part is intended to require the disclosure of major customers, also includes investment products held in IRAs, brokerage accounts, and clients, and other sources of income to businesses in which you own the Florida College Investment Plan. Note that the product contained in an interest. It is not for reporting income from second jobs. That kind of a brokerage account, IRA, or the Florida College Investment Plan is your income should be reported in Part A "Primary Sources of Income," if it asset—not the account or plan itself.Things like automobiles and houses meets the reporting threshold.You will not have anything to report unless, you own, jewelry, and paintings are not intangible property. Intangibles during the disclosure period: relating to the same business entity may be aggregated;for example, CDs and savings accounts with the same bank. Property owned as tenants by the entirety or asjoint tenants with right of survivorship should be valued at (1) You owned(either directly or indirectly in the form of an equitable 100%. The value of a leased vehicle is the vehicle's present value minus or beneficial interest) during the disclosure period more than 5% of the lease residual (a number found on the lease document). CE Form 1F Effective:January 1,2020 PAGE 4 Incorporated by reference in Rule 34-8.208(2),F.A.C. PART E—LIABILITIES [Required by s. 112.3145(3)(b)4, F.S.] and entities granted a franchise to operate by either a city or a List the name and address of each creditor to whom you owed county government. more than $10,000 at any time during the disclosure period. The amount of the liability of a vehicle lease is the sum of any past- Disclose in this part of the form the fact that you owned during the due payments and all unpaid prospective lease payments. You disclosure period an interest in, or held any of certain positions are not required to list the amount of any debt. You do not have with, the types of businesses listed above. You must to make this to disclose credit card and retail installment accounts, taxes owed disclosure if you own or owned (either directly or indirectly in the (unless reduced to a judgment), indebtedness on a life insurance form of an equitable or beneficial interest) at any time during the policy owed to the company of issuance, or contingent liabilities. A disclosure period more than 5% of the total assets or capital stock "contingent liability" is one that will become an actual liability only of one of the types of business entities listed above. You also must when one or more future events occur or fail to occur, such as complete this part of the form for each of these types of businesses where you are liable only as a guarantor, surety, or endorser on for which you are, or were at any time during the disclosure period, a promissory note. If you are a "co-maker" and are jointly liable or an officer, director, partner, proprietor, or agent (other than a jointly and severally liable, then it is not a contingent liability. resident agent solely for service of process). PART F—INTERESTS IN SPECIFIED BUSINESSES If you have or held such a position or ownership interest in [Required by s. 112.3145(6), F.S.] one of these types of businesses, list the name of the business, its address and principal business activity, and the position held with The types of businesses covered in this disclosure include: the business(if any). If you own(ed) more than a 5% interest in the state and federally chartered banks; state and federal savings and business, indicate that fact and describe the nature of your interest. loan associations; cemetery companies; insurance companies; mortgage companies; credit unions;small loan companies;alcoholic (End of Dollar Value Thresholds Instructions.) beverage licensees; pari-mutuel wagering companies, utility companies, entities controlled by the Public Service Commission; ® INSPW PART A— PRIMARY SOURCES OF INCOME — If more than 5% of your gross income was gain from the sale [Required by s. 112.3145(3)(a)l, F.S.] of property (not just the selling price), list as a source of income the purchaser's name, address, and principal business activity. If Part is intended to require the disclosure of your principal sources the purchaser's identity is unknown, such as where securities listed of income during the disclosure period. You do not have to disclose any on an exchange are sold through a brokerage firm, the source of public salary or public positions), but income from these public sources income should be listed as "sale of (name of company) stock," for should be included when calculating your gross income for the disclosure example. period. The income of your spouse need not be disclosed; however, — If more than 5%of your gross income was in the form of interest if there is joint income to you and your spouse from property you own from one particular financial institution (aggregating interest from jointly(such as interest or dividends from a bank account or stocks), you all CD's, accounts, etc., at that institution), list the name of the should include all of that income when calculating your gross income and institution, its address, and its principal business activity. disclose the source of that income if it exceeded the threshold. Please list in this part of the form the name, address, and principal PART B—SECONDARY SOURCES OF INCOME business activity of each source of your income which exceeded 5% of [Required by s. 112.3145(3)(a)2, F.S.] the gross income received by you in your own name or by any other person for your benefit or use during the disclosure period. This part is intended to require the disclosure of major customers, clients, and other sources of income to businesses in which you own "Gross income" means the same as it does for income tax an interest. It is not for reporting income from second jobs. That kind of purposes, even if the income is not actually taxable, such as interest income should be reported in Part A, "Primary Sources of Income," if it on tax-free bonds. Examples include: compensation for services, meets the reporting threshold.You will not have anything to report unless income from business, gains from property dealings, interest, rents, during the disclosure period: dividends, pensions, IRA distributions, social security, distributive share of partnership gross income, and alimony, but not child support. (1) You owned(either directly or indirectly in the form of an equitable or beneficial interest) more than 5% of the total assets or capital Examples: stock of a business entity (a corporation, partnership, LLC, limited — If you were employed by a company that manufactures computers partnership, proprietorship, joint venture, trust, firm, etc., doing and received more than 5%of your gross income from the company, business in Florida); and, list the name of the company, its address, and its principal business (2) You received more than 10% of your gross income from that activity(computer manufacturing). business entity; and, — If you were a partner in a law firm and your distributive share of (3) You received more than $1,500 in gross income from that partnership gross income exceeded 5% of your gross income, list business entity. the name of the firm, its address, and its principal business activity If your interests and gross income exceeded these thresholds, then for (practice of law). that business entity you must list every source of income to the business — If you were the sole proprietor of a retail gift business and your entity which exceeded 10% of the business entity's gross income gross income from the business exceeded 5% of your total gross (computed on the basis of the business entity's most recently completed income, list the name of the business, its address, and its principal fiscal year), the source's address, and the source's principal business business activity(retail gift sales). activity. — If you received income from investments in stocks and bonds, you list each individual company from which you derived more than 5% of your gross income. Do not aggregate all of your investment income. CE Form 1F Effective:January 1,2020 PAGE 5 Incorporated by reference in Rule 34-8.208(2),F.A.C. Examples: stock exceeds this threshold, you should list "stock" and the — You are the sole proprietor of a dry cleaning business, from name of the corporation. If your accounts with a particular bank which you received more than 10% of your gross income—an exceed $25,000, you should list "bank accounts" and bank's amount that was more than $1,500. If only one customer, a name. uniform rental company, provided more than 10% of your dry PART E— LIABILITIES cleaning business, you must list the name of the uniform rental [Required by s. 112.3145(3)(b)4, F.S.] company, its address, and its principal business activity (uniform rentals). List the name and address of each creditor to whom you owed — You are a 20% partner in a partnership that owns a shopping any amount that, at any time during the disclosure period, exceeded mall and your partnership income exceeded the thresholds listed your net worth. You are not required to list the amount of any debt above. You should list each tenant of the mall that provided more or your net worth. You do not have to disclose: credit card and retail than 10% of the partnership's gross income, and the tenant's installment accounts, taxes owed (unless reduced to a judgment), address and principal business activity. indebtedness on a life insurance policy owed to the company of issuance, or contingent liabilities. A "contingent liability" is one PART C — REAL PROPERTY that will become an actual liability only when one or more future events occur or fail to occur, such as where you are liable only as [Required by s. 112.3145(3)(a)3, F.S.] a guarantor, surety, or endorser on a promissory note. If you are a In this part, list the location or description of all real property in "co-maker" and are jointly liable or jointly and severally liable, it is not Florida in which you owned directly or indirectly at any time during a contingent liability. the disclosure period in excess of 5% of the property's value. You Calculations: To determine whether the debt exceeds your are not required to list your residences. You should list any vacation net worth, total all of your liabilities (including promissory notes, homes, if you derive income from them. mortgages, credit card debts, judgments against you, etc.). The Indirect ownership includes situations where you are a amount of the liability of a vehicle lease is the sum of any past-due beneficiary of a trust that owns the property, as well as situations payments and all unpaid prospective lease payments. Subtract where you own more than 5% of a partnership or corporation that the sum total of your liabilities from the value of all your assets owns the property. The value of the property may be determined by as calculated above for Part D. This is your "net worth." List each the most recently assessed value for tax purposes, in the absence creditor to whom your debt exceeded this amount unless it is one of of a more current appraisal. the types of indebtedness listed in the paragraph above (credit card and retail installment accounts, etc.). Joint liabilities with others for The location or description of the property should be sufficient which you are "jointly and severally liable," meaning that you may to enable anyone who looks at the form to identify the property. A be liable for either your part or the whole of the obligation, should be street address should be used, if one exists. included in your calculations at 100%of the amount owed. PART D—INTANGIBLE PERSONAL PROPERTY Example: You owe $15,000 to a bank for student loans, $5,000 [Required by s. 112.3145(3)(a)3, F.S.] for credit card debts, and $60,000 (with spouse) to a savings Describe any intangible personal property that, at any time and loan for a home mortgage. Your home (owned by you and during the disclosure period, was worth more than 10% of your total your spouse) is worth $80,000 and your other property is worth assets, and state the business entity to which the property related. $20,000. Since your net worth is $20,000 ($100,000 minus Intangible personal property includes things such as cash on hand, $80,000), you must report only the name and address of the stocks, bonds, certificates of deposit, vehicle leases, interests in savings and loan. businesses, beneficial interests in trusts, money owed you, Deferred PART F—INTERESTS IN SPECIFIED BUSINESSES Retirement Option Program (DROP) accounts, the Florida Prepaid College Plan, and bank accounts. Intangible personal property also [Required by s. 112.3145, F.S.] includes investment products held in IRAs, brokerage accounts, and The types of businesses covered in this disclosure include: state the Florida College Investment Plan. Note that the product contained and federally chartered banks; state and federal savings and loan in a brokerage account, IRA, or the Florida College Investment Plan associations; cemetery companies; insurance companies; mortgage is your asset—not the account or plan itself. Things like automobiles companies; credit unions; small loan companies; alcoholic beverage and houses you own, jewelry, and paintings are not intangible licensees; pari-mutuel wagering companies, utility companies,entities property. Intangibles relating to the same business entity may be controlled by the Public Service Commission; and entities granted a aggregated; for example, CD's and savings accounts with the same franchise to operate by either a city or a county government. bank. Disclose in this part the fact that you owned during the Calculations: To determine whether the intangible property disclosure period an interest in, or held any of certain positions with, exceeds 10% of your total assets, total the fair market value of all of the types of businesses listed above. You must make this disclosure your assets (including real property, intangible property, and tangible if you own or owned (either directly or indirectly in the form of an personal property such as jewelry, furniture, etc.). When making this equitable or beneficial interest) at any time during the disclosure calculation, do not subtract any liabilities(debts)that may relate to the period more than 5% of the total assets or capital stock of one of property. Multiply the total figure by 10% to arrive at the disclosure the types of business entities listed above. You also must complete threshold. List only the intangibles that exceed this threshold amount. this part of the form for each of these types of businesses for which The value of a leased vehicle is the vehicle's present value minus the you are, or were at anytime during the disclosure period, an officer, lease residual(a number which can be found on the lease document). director, partner, proprietor, or agent (other than a resident agent Property that is only jointly owned property should be valued solely for service of process). according to the percentage of your joint ownership. Property owned as tenants by the entirety or as joint tenants with right of survivorship If you have or held such a position or ownership interest in should be valued at 100%. None of your calculations or the value of one of these types of businesses, list the name of the business, its the property have to be disclosed on the form. address and principal business activity, and the position held with the business (if any). If you own(ed) more than a 5% interest in the Example: You own 50% of the stock of a small corporation that business, indicate that fact and describe the nature of your interest. is worth $100,000, the estimated fair market value of your home and other property (bank accounts, automobile, furniture, etc.) is$200,000.As your total assets are worth $250,000, you must (End of Percentage Thresholds Instructions.) disclose intangibles worth over $25,000. Since the value of the CE Form 1F Effective:January 1,2020 PAGE 6 Incorporated by reference in Rule 34-8.208(2),F.A.C.