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May Financial DisclosureRevised 8/27/2012 Form 13-2-3, BRC, 1981  Copy  Scanned/File Original  PDF Posted to Web  Reviewed by PA  Record in Database CANDIDATE/INCUMBENT FINANCIAL DISCLOSURE STATEMENT City of Boulder Form 13-2-3, BRC, 1981  Candidate  Within 3 days of Candidate’s Petition is Certified  Incumbent  Annual April 15 filing with changes  Annual April 15 filing – no changes since last filing of this statement Print Full Legal Name Address City: Boulder State: CO Zip The information contained in this filing is true and correct to the best of my knowledge. Signature of Candidate or Incumbent Date Submitted EMPLOYER • If you are self-employed, or employed as a partner in a professional firm, so state, and state trade or business names you use and the name of the professional firm you work with. • If you have more than one job during the present calendar year, state all your employers. • If you are a homemaker, so state. • If you have no employment, so state. OCCUPATION State your occupation. • If retired or unemployed, state your occupation when you were working. • If you are a student or a homemaker, so state. • If you have more than one occupation, state all of them. • If you have a profession or skill which you have used in the past, but are not now using in your job, you may state that additionally. Revised 8/27/2012 Form 13-2-3, BRC, 1981 SOURCE OF INCOME State the type and source of any other income in excess of one thousand dollars during the twelve months preceding the date of filing, besides your employer. Each source of income must be listed, regardless of its tax status. Sources must be listed specifically; that is, stocks would be insufficient; you must state stock in XYZ Company. The type of income can be stated generally; capital gain, dividend, rent, etc. You are not required to disclose the amount of income from any source, but you may if you wish. If you are self- employed state the source of any other income in excess of one thousand dollars that you received during the twelve months preceding the date of filing. Note: Do not disclose the names of clients or others to whom you have a legal duty of confidentiality without their permission. A legal duty of confidentiality is one in which you could invoke the right to refuse to answer a question under oath in a trial, like a lawyer-client privilege. Source Type BUSINESS INTERESTS State the name, location, and nature of activity of any business entities or enterprises for profit, with holdings of real or personal property or with business dealings in the area encompassed by the Boulder Valley Comprehensive Plan (BVCP), in which you have any financial interest, or in which you are actively engaged as an officer, director, or partner. For each, state the nature of your interest or activity therewith, and state whether you have controlling interest in the entity. Business entity means any type of business: sole proprietorship, joint venture, partnership, corporation, trust holding or investment company, professional corporation, etc. It is immaterial whether the business is making money; if it was founded with that intent, it must be listed. Also, note that the business must be listed if it has any property, or any business dealings, within the BVCP, but that those holding and dealings do not have to be set forth (real estate holdings of businesses in which you have a controlling interest must be disclosed in the next question, however). The nature of your involvement should be stated with a degree of specificity; that is, state corporate vice president rather than simply officer. The amount of financial involvement need not be disclosed, but you may if you wish. Revised 8/27/2012 Form 13-2-3, BRC, 1981 Organization’s Name Nature of Activity of Business Nature of Your Interest in Business Controlling Interest  YES  NO Address City State Zip Organization’s Name Nature of Activity of Business Nature of Your Interest in Business Controlling Interest  YES  NO Address City State Zip Organization’s Name Nature of Activity of Business Nature of Your Interest in Business Controlling Interest  YES  NO Address City State Zip REAL ESTATE INTERESTS State the location of any real property within Boulder County in which you, or the business entities you have a controlling interest in, have any interest. Also state the nature of your or your business entity’s interest. All interests, including options, remainders, mineral rights, etc., no matter what their value, must be listed. You need not state the value of the interest, but you may do so if you wish. Note: If there is no street address, state the lot number and subdivision. If none, state the size of the parcel, the quarter section it is in, and the recording number of other place where the legal description can be found. Owner’s Name INTEREST OWNED BY  Self  A trust of which I am a beneficiary  A business entity I control/manage Street Address City State Zip Owner’s Name INTERESTED OWNED BY  Self  A trust of which I am a beneficiary  A business entity I control/manage Street Address City State Zip Owner’s Name INTERESTED OWNED BY  Self  A trust of which I am a beneficiary  A business entity I control/manage Street Address City State Zip Revised 8/27/2012 Form 13-2-3, BRC, 1981 OTHER INFORMATION State any other information which you feel would be helpful or should be disclosed. If there is no such information, write none.  I have attached additional sheets for information that exceeded the space provided on this form. ____ Number of Additional Pages. Leonard May City Council Candidate Financial Disclosure Income Statement 11 August 2015 Stocks and Mutual Funds Ameritrade MM Interest cash Columbia Value and Restructuring Z Capital gain and Dividend Facebook Inc Class A Capital gain and Dividend FIdelity Cash Reserves Capital gain and Dividend Fidelity Spartan® 500 Index Inv Capital gain and Dividend Fidelity Spartan® Extended Mkt Index Inv Capital gain and Dividend Fidelity Spartan® International Idx Inv Capital gain and Dividend Fidelity® Cash Reserves Capital gain and Dividend Fidelity® Corporate Bond Capital gain and Dividend Fidelity® Large Cap Growth Enhanced Idx Capital gain and Dividend Fidelity® Small Cap Discovery Capital gain and Dividend International Business Machines Corp Capital gain and Dividend Novartis AG ADR Capital gain and Dividend PepsiCo Inc Capital gain and Dividend Procter & Gamble Co Capital gain and Dividend Stanley Black & Decker Inc Capital gain and Dividend T. Rowe Price Equity Index 500 Capital gain and Dividend T. Rowe Price International Eq Index Capital gain and Dividend T. Rowe Price New Era Capital gain and Dividend T. Rowe Price U.S. Bond Enhanced Index Capital gain and Dividend T. Rowe Price US Treasury Interm Capital gain and Dividend Vanguard 500 Index Admiral Capital gain and Dividend Vanguard 500 Index Inv Capital gain and Dividend Vanguard Developed Markets Idx Admiral Capital gain and Dividend Vanguard GNMA Inv Capital gain and Dividend Vanguard Interm-Term Bond Index Adm Capital gain and Dividend Vanguard Interm-Term Bond Index Inv Capital gain and Dividend Vanguard Interm-Term Invmt-Grade Inv Capital gain and Dividend Vanguard Long-Term Bond Index Inv Capital gain and Dividend Vanguard Mid Cap Index Adm Capital gain and Dividend Vanguard Mid Cap Index Inv Capital gain and Dividend Vanguard Prime Money Market Inv Capital gain and Dividend Vanguard Total Intl Stock Index Admiral Capital gain and Dividend Vanguard Value Index Inv Capital gain and Dividend Yum Brands Inc Capital gain and Dividend Income From Employment (I am a 49% shareholder in an S Corp, May Yin Architecture. Construction Technology Consultants is a DBA entity under the May Yin Architecture incorporation) Income Client fees