Regent Richard Blum - Financial Disclosures - 2004

8/14/2019 Regent Richard Blum - Financial Disclosures - 2004

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NameRichard C. Blum

CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

> NAME OF BUSINESS ENTITYURS Corporation

SCHEDULE A-1InvestmentsStocks, Bonds, and Other Interests

(Ownership Interest is Less Than 10%)Do not attach brokerage or financial statements.

> NAME OF BUSINESS ENTITYNeoSpire

GENERAL DESCRIPTION OF BUSINESS ACTIVITYProvider of Engineering Products

GENERAL DESCRIPTION OF BUSINESS ACTIVITYInternet Infrastructure Service Provider

0$10,001 $100,000DOver $1,000,000* Zero ValueFAIR MARKETVALUEo $2,000 - $10,0000$100,001 - $1,000,000NATURE OF INVESTMENT181 Stocko Other - - - , ; ~ . . " . . . , , . . . - - - - - - -(Desaiba)Desaiba)

0$10,001 - $100,000Over $1,000,000

FAIR MARKETVALUEo $2,000 $10,000o $100,001 - $1,000,000NATURE OF INVESTMENTijfJ Stock

Other and OptionsIF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:- - .1- - -1__

ACQUIRED - - .1- - - -1._ACQUIRED ---- l -- .J.__DISPOSED> NAME OF BUSINESS ENTITY

Glenborough Realty Trust, Inc.> NAME OF BUSINESS ENTITY

Intuitive Surgical, Inc.GENERAL DESCRIPTION OF BUSINESS ACTIVITYReal Estate Investment Trust (REIT)

GENERAL DESCRIPTION OF BUSINESS ACTIVITYOperative Surgical Robotics

FAIR MARKETVALUEo $2,000 $10,000$100,001 $1,000,000

o $10,001 $100,000DOver $1,000,000FAIR MARKET VALUEo $2,000 $10,000

$100,001 $1,000,0000$10,001 $100,000DOver $1,000,000

NATURE OF INVESTMENTIKJ Stock181 Other And Options (Desaibe)

NATURE OF INVESTMENT181 Stock

o Other --;;::-.."..-,,...- _(Desaiba)IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:- - . 1 - - - . J ._ACQUIRED --.1----1._._DISPOSED ---l--f_ACQUIRED - - . 1 - - . J . _DISPOSED

> NAME OF BUSINESS ENTITYCCC Information Services Group, Inc.

> NAME OF BUSINESS ENTITYLoeb Investors Co. LXIV

GENERAL DESCRIPTION OF BUSINESS ACTIVITYAutomotive Claims Software

GENERAL DESCRIPTION OF BUSINESS ACTIVITYInvestment Partnership

FAIR MARKETVALUEo $2,000 $10,000o $100,001 $1,000,000 0$10,001 $100,000Dover $1,000,000FAIR MARKETVALUEo $2,000 - $10,0000$100,001 $1,000,000

$10,001 - $100,000DOver $1,000,000NATURE OF INVESTMENTrgJ Stocko Other ---,;::---.:-:-- _

(Desaibe)

NATURE OF INVESTMENTo Stock181 Other Partnership Interest

(Desaibe)IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:--.1--.1_ACQUIRED ~ ~ DISPOSED ---l--f_ACQUIRED - - . 1 - - . J . _DISPOSED

Comments: - '- _FPPC Form 700 (200312004) Sch. A-1FPPC Toll-Free Helpline: 866IASK-FPPC


3/19

SCHEDULE A-1InvestmentsStocks, Bonds, and Other Interests

(Ownership Interest is Less Than 10%)Do not attach brokerage or financial statements.

CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

> NAME OF BUSINESS ENTITYLoeb Partners Investors Co., VGENERAL DESCRIPTION OF BUSINESS ACTIVITYManaged Investment Partnership

> NAME OF BUSINESS ENTITYRCBA - KCI Capital Partners, L.P.GENERAL DESCRIPTION OF BUSINESS ACTIVITYInvestment Partnership

FAIR MARKETVALUEo $2,000 - $10,000o $100,001 - $1,000,000 I&J $10,001 - $100,000Dover $1,000,000FAIR MARKET VALUEo $2,000 - $10,0000$100,001 $1,000,000

o $10,001 - $100,000Over $1,000,000

NATURE OF INVESTMENTo StockO1her Partnership Interest

(Desaibe)IF APPLICABLE, LIST DATE:

NATURE OF INVESTMENTo Stock18I Other Partnership Interest

(Desaibe)IF APPLICABLE, LIST DATE:

-f---1_ACQUIRED ----1---1_._DISPOSED ----1----1_-_ACQUIRED -f---lDISPOSED> NAME OF BUSINESS ENTITYQwest Communications Intemational, Inc.GENERAL DESCRIPTION OF BUSINESS ACTIVITYCommercial Long Distance/Internet Products

> NAME OF BUSINESS ENTITYAT&T CorporationGENERAL DESCRIPTION OF BUSINESS ACTIVITYVoice, Data and Data Communications

FAIR MARKETVALUEo $2,000 - $10,000o $100,001 - $1,000,000 o $10,001 - $100,000Dover $1,000,000* Zero ValueFAIR MARKET VALUEo $2,000 - $10,0000$100,001 - $1,000,000

o $10,001 - $100,000DOver $1,000,000*ZeroValueNATURE OF INVESTMENT

Stock

o Other Investment Holding in Peachtree Ltd,(Desaibe)IF APPLICABLE, LIST DATE:

NATUREOF INVESTMENTo Stocko Other Investment Holding in Peachtree Ltd.(Desaibe)IF APPLICABLE, LIST DATE:

-f---1_ACQUIRED

- - - - 1 - - -1_DISPOSED - . 1 - - - . 1 . _ACQUIRED - . 1 - - . 1 . _ DISPOSED> NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF BUSINESS ACTIVITY

> NAME OF BUSINESS ENTITYGENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKETVALUEo $2,000 - $10,0000$100,001 - $1,000,000

0$10,001 - $100,000Dover $1,000,000

FAIR MARKETVALUEo $2,000 - $10,000o $100,001 - $1,000,000 0$10,001 - $100,000DOver $1,000,000NATURE OF INVESTMENTo Stocko Other --:::,.--.."....,,-- _

(Describe)IF APPLICABLE, LIST DATE:

NATURE OF INVESTMENTo Stocko Other --------;;:-:-c.."-,,.-------(Desaibe)IF APPLICABLE, LIST DATE:

-f---1_ACQUIRED - - - - 1 - - -1_DISPOSED -.1---l._ACQUIRED - . 1 - - - . 1 . _DISPOSEDComments: _

FPPC Form 700 (2003/2004) Sch. A-1FPPC Toll-Free Helpline: 866/ASK-FPPC


4/19

I

SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts

(Ownership Interest is 10% or Greater)


> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUSTBlum Capital Partners, L.P. Richard C. Blum &Associates, Inc.Name909 Montgomery Street, San Francisco, CA 94133 Name909 Montgomery Street, San Francisco, CA 94133AddressCheck oneo Trust, go to 2 Business Entny, complete the box, then go to 2

AddressCheck oneo Trust, go to 2 Business Entny, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

IF APPLICABLE, LIST DATE:

D - - - - - = ~ - -

---- l__.LDISPOSED

IF APPLICABLE, LIST DATE:AIR MARKET VALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000

Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Corporation0IherYOUR BUSINESS POSITION ...:C:;;.:h..;..;a::;..;..;rm..;..;:=:a..;..;n:- _

- - . J - - - l _DISPOSED-- .J__L _ACQUIREDFAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000

Over $1,000,000NATUREOF INVESTMENTo Sole Proprietorship [gI PartnershipYOUR BUSINESS POSITION --:C:.;;h..;..;a::;..;..;rtn;.:..:..::a::;.n.o.- _

0$0. $4990$500 - $1,0000$1,001 - $10,000

o $10,001 $100,0001&1 OVER $100,000 0 $ 0 - $4990$500 . $1,0000$1,001 - $10,000

0$10,001 - $100,0001&1 OVER $100,000

> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10.000 OR MORE (;)!t.JCfl a Sep3T.:Itc she"t If nCCCSS 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10\000 OR MORE {i:lH3Ch a separale sheet It necessmylSee Attached Sheet (EXhibit A) Blum Ca ital Partners, L.P. & RAE Systems, Inc.

> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUSTCheck one box:I8J INVESTMENT o REAL PROPERTY Check one box:I8JINVESTMENT o REAL PROPERTYSee attached sheet (Exhibit B)Name of Business Enlliy 2CStreet Address or Assessor's Parcel Number of Real Property

Blum Capital Partners, L.P. & RAE Systems, Inc,Name of Business Entity 2CStreet Address or Assessor's Parcel Number of Real Property

Description of Business Activity 2CCny or Other Precise Location of Real PropertyBlum -Investment Advisor RAE-Atmospheric MonitorsDescription of Business Activity 2CCity or Other Precise Location of Real Property

o Leasehold 0 Other _Yrs. remainingo Check box if addnlonal schedules reporting investments or real propertyare attached

IF APPLICABLE, LIST DATE:- l - . J . : . _ ---1---1_ _ACQUIRED DISPOSED

o Leasehold 0 Other----------Yrs. remainingo Check box If addnional schedules reporting investments or real propertyare attachedIgj PartnershipStock

IF APPLICABLE, LIST DATE:- - - - l - - - l_ ---1-..1_._

ACQUIRED DISPOSED

FAIR MARKETVALUE

o $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000Over $1,000,000

NATURE OF INTERESTo Property OwnershipJDeed of TrustPartnershipStock

FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000NATURE OF INTERESTo Property OwnershlpJDeed of Trust

Comments: _ _ FPPC Form 700 (2003/2004) Sch. A2FPPC Toll-Free Helpline: 866/ASK-FPPC


5/19

SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts(Ownership Interest is 10% or Greater)


> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUSTBlum Strategic GP II (Cayman), L.L.C. Richard C. Blum & Associates, Inc.Name909 Montgomery Street, San Francisco, CA

Name909 Montgomery Street, San Francisco, CA

Address AddressCheck oneo Trust, go to 2 BusIness Entity, complete the box, then go to 2 Check oneo Trust, go to 2 Business Entity, complete the box, then go to 2GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

IF APPLICABLE, LIST DATE:---..1---..1__

ACQUIRED

IF APPLICABLE, LIST DATE:---.1---1_,_

DISPOSED---..1---..1__

ACQUIRED

FAIR MARKETVALUEo $2,000 - $10,000o $10,001 $100,0000$100,001 - $1,000,000DOve r $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership 0 ---::.".-- _Other

~ ~ DISPOSEDo - - - : ::Q I he r , - - - - - -

FAIR MARKETVALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000DOve r $1,000,000

NATURE OF INVESTMENTo Sole Proprietorship 0 PartnershipYOUR BUSINESS POSITION _ YOUR BUSINESS POSITION _

0$0. $499o $500 $1,0000$1 ,001 - $10,000

$10,001 $100,000DOVER $100,000

0$0 - $4990$500 . $1,0000$1 ,001 . $10,000

o $10,001 $100,000I8l OVER $100,000- 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (altactl 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TR!JSTCheck one box:I8lINVESTMENT o REAL PROPERTY Check one box:I8lINVESTMENT o REAL PROPERTYBlum Strategic Investor" (Cayman), Ltd.Name of Business Entity 2CStreet Address or Assessor's Parcel Number of Real Property

Northwest Airlines CorporationName of Business Entity 2CStreet Address or Assessor's Parcel Number of Real Property

Investment Firm Commercial AirlineDescription of Business Activity QCCity or Other Precise Location of Real Property Description of Business Activity 2CCity or Other Precise Location of Real Property

IF APPLICABLE, LIST DATE:--.1--- l ._, 5 03ACQUIRED DISPOSED

IF APPLICABLE, LIST DATE:--.1---1_._ --- .1---1_

ACQUIRED DISPOSED

FAIR MARKETVALUE

o $2,000 - $10,0000$10,001 - $100,000o $100,001 $1,000,000DOver $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of Trust o Stock o Partnership

FAIR MARKETVALUE

o $2,000 - $10,0000$10,001 - $100,0000$100,001 $1,000,000Over $1,000,000

NATURE OF INTERESTo Property Ownership/Deed of Trust o Stock o Partnershipo Leasehold 0 Other----------rs. remainingo Check box if additional schedules reporting investments or real propertyare attached

o Leasehold 0 Other----------Yrs. remainingD Check box if additional schedUles reporting investments or real propertyare attachedComments: _ FPPC Form 700 (2003/2004) Sch. A-2FPPC Toll-Free Helpline: 866/ASKFPPC


6/19



1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUSTBlum Strategic Equity II, L.L.C Blum Strategic GP II, L.L.CName909 Montgomery Street, San Francisco, CA

Name909 Montgomery Street, San Francisco, CA

AddressCheck oneo Trust, go to 2 Iia Business Entity, complete the box, then go to 2

AddressCheck oneo Trust, go to 2 1&1 Business Entity, complete the box, then go to 2


IF APPLICABLE, LIST DATE:- - .1 - . -1_DISPOSED

IF APPLICABLE, LIST DATE:--.1--.1_ _

ACQUIRED

FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000

Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Limited Liability Co.OtherYOUR BUSINESS POSITION ManaQinQ Member

- - .1 - - .1_DISPOSED- - . 1 - - - ' _ACQUIREDFAIR MARKET VALUEo $2,000 $10,0000$10,001 - $100,0000$100,001 - $1,000,000

Over $1,000,000NATUREOF INVESTMENT L' 't d L' b'I' Co Sole Proprietorship 0 Partnership Im l e la I l ly O.0Iha'YOUR BUSINESS POSITION ManaQinQ Member

0$0 $499o $500 - $1,0000$1,001 - $10,000

$10,001 - $100,000DOVER $100,000

0$0. $4990$500 - $1,000o $1,001 - $10,000 $10,001 - $100,000DOVER $100,000

3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (;J'!;)ch < scp':Jr.1te sheet If n e c c s s ; ) r ~ l )0 3, LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (alto,h a sopmolO shoot If nocosso,y)Interest, dividends and capital gains from investmentsin public and private securities

Interest, dividends and capital gains from investmentsin public and rivate securit ies

4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST -Check one box:[g ] INVESTMENT o REAL PROPERTY Check one box:[g]INVESTMENT o REAL PROPERTYBlum Strategic Partners II, L.P,Name of Business Entity Q!Street Address or Assessor 's Parcel Number of Real Property

Blum Strategic Partners II, L.P,Name of Business Entity QCStreet Address or Assessor's Parcel Number of Real Property

Investment Partnership Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property

Description of Business Activi1y Q!City or Other Precise Location of Real Property

o Leasehold 0 Other----------Yrs. remainingo Check box if additional schedules reporting investments or real propertyare attached

IF APPLICABLE, LIST DATE:-.-1-.-1_ _ - - .1 - . -1_

ACQUIRED DISPOSED

PartnershipStock

IF APPLICABLE, LIST DATE:- . -1 - - .1_ - - .1 - . -1_

ACQUIRED DISPOSED

o Other - _Yrs. remainingo Check box if additional schedules reporting investments or real propertyare attached

o Leasehold ----

FAIR MARKET VALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000

Over $1,000,000NATURE OF INTERESTo Property Ownership/Deed of Trust&1 PartnershipStock

FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,0001&1 Over $1,000,000NATURE OF INTERESTo Property Ownership/Deed of Trust

Comments:: _ FPPC Form 700 (2003/2004) Sch. A2FPPC TolIFree Helpline: 866/ASKFPPC


7/19

SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts(Ownersh ip I n te r e s t i s 10% o r Grea te r )


1. BUSINESS ENTITY OR TRUST >- 1. BUSINESS ENTITY OR TRUSTBlum S t r at eg ic Equ i ty , L . L .C . B lum S t ra te g ic GP , L .L .C .Name909 Montgomery S t re e t, S a n F r an c is c o, CA 94133

Name909 Montgomery S tr e et , S a n F r an c is c o, CA 94133

AddressCheck oneo Trust, go to 2 !Xl Business Entity, complete the box, then go to 2

AddressCheck oneo Trust, go to 2 6a Business Entity, complete the box, then go to 2


IF APPLICABLE, LIST DATE:

L im i ted L iab il it y CO .Other

--1-.J_DISPOSED

IF APPLICABLE, LIST DATE:- - 1 - - 1 _ ACQUIRED

L im i ted L iab il i ty Co.Other

YOUR BUSINESS POSITION ManaginQ Membe r


Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership

- - .1 - - .1_DISPOSED

-- .1--- l ._ACQUIRED


Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 PartnershipYOUR BUSINESS POSITION .:..;M:.:;e::.:mc:.:.=bc::e;:..r _

0$0 - $4990$500 - $1,0000$1 ,001 $10,000

o $10,001 - $100,000OVER $100,000

0$0 - $4990$500 - $1,000o $1,001 - $10,000 o $10,001 - $100,000OVER $100,000

3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE f . J t t ~ c h a S


8/19



> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUSTLAFManagement, Inc. RCBA - LAF Advisors, L.L.CName301 Commercial Street, Suite 3300, Fort Worth. TexasAddress

Name909 Montgomery Street, San Francisco, CAAddress

Check oneo Trust, go to 2 Business Entity, comptete the box, then go to 2 Check oneo Trust, go to 2 IX! Business Entny, complete the box, then go to 2GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

IF APPLICABLE, LIST DATE:- - . J - - - l _DISPOSED

IF APPLICABLE, LIST DATE:---- l --1ACQUIRED

Limited Liability Co.Other

YOUR BUSINESS POSITION Shareholder

FAIR MARKET VALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership

--1-- .1_,_DISPOSED- - - - l - - - l_ACQUIRED

FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,000o $100,001 - $1,000,000DOver $1,000,000NATURE OF INVESTMENT o Sale Proprietorship 0 Partnership CorporatIonOtherYOUR BUSINESS POSITION . . : : S : : ; . h . : . : : a : : ; . r - = e ~ h - = o . : . : : l d : : : e : : ; . r _

0$0 - $4990$500 - $1,000o $1,001 - $10,000 IRI $10,001 - $100,000DOVER $100,000 IRI $0 - $499o $500- $1,0000$1,001 - $10,000

o $10,001 - $100,000DOVER $100,000

> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10.000 OR MORE l ~ n < ) c h a scpm.Jte sheet If necessary) > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (at! : :lch a sep:lt iJte sheet If neccss 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST -Check one box:o INVESTMENT o REAL PROPERTY Check one box:o INVESTMENT o REAL PROPERTYName of Business Entily Q!:Street Address or Assessor's Parcel Number of Real Property Name of Business Entity Q!:Street Address or Assessor's Parcel Number of Real Property

Description of Business Activi1y .2!City or Other Precise Location of Real Property Description of Business ActivityQ[Cny or Other Precise Location of Real Property

IF APPLICABLE, LIST DATE:- - 1 - - - l _ -l---l_ACQUIRED DISPOSED

IF APPliCABLE, LIST DATE:. : . . - .J-- f_ .- -- .J--- l_ACQUIRED DISPOSED

o PartnershipStock

FAIR MARKET VALUE

o $2,000 $10,0000$10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000NATURE OF INTERESTo Property OwnershlplDeed of TrustPartnershipStock

FAIR MARKET VALUE

o $2,000 - $10,0000$10,001 - $100,0000$100,001 $1,000,000DOve r $1,000,000NATURE OF INTERESTo Property Ownership/Deed of Trust

Yrs. remainingo Check box if addnional schedules reporting investments or real propertyare attachedo Leasehold 0 Other----------Yrs. remainingo Check box If addnlonal schedules reporting investments or real propertyare attached

o Leasehold ---- o Other----------Comments:: _ FPPC Form 700 (2003/2004) Sch. A-2FPPC Toll-Free Helpline: 866/ASKFPPC


9/19

SCHEDULE A-2Investments, Income, and Assetsof Business Entities/Trusts

(Ownership Interest is 10% or Greater)


1. BUSINESS ENTIIY OR TRUST 1. BUSINESS ENTIIY OR TRUSTLaurel Inn Associates, L.L.C. Carlton Hotel PropertiesName3701 Buchanan Street, San Francisco, CA Name1075 Sutter Street, San Francisco, CAAddressCheck oneo Trust, go to 2 Business Entity, complete the bOx, then go to 2

AddressCheck oneo Trust, go to 2 1&1 Business Entity, complete the box, then go to 2


IF APPLICABLE, LIST DATE:- - - . l - - -1_DISPOSED

0- - - - - :0 : : - - - - Other

IF APPLICABLE, LIST DATE:- - - f - - -1_ACQUIRED

FAIR MARKETVALUEo $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000

Over $1,000,000NATURE OF INVESTMENTo Sole Proprietorship PartnershipYOUR BUSINESS POSITION . : : : : : e : : . : n : . : : . : r - : : . . I . . . - = a : . ~ n : . : : . : _

- - - . l - - - l_DISPOSED---.1---1_'_ACQUIREDFAIRMARKETVALUEo $2,000 - $10,0000$10 ,001 - $100,0000$100,001 - $1,000,000

Over $1,000,000NATURE OF INVESTMENT L" L' b'l't Co Sole Proprietorship 0 Partnership Imlted la I I Y o.OtherYOUR BUSINESS POSITION Non-ManaQinQ member

0$0 - $499o $500 - $1,0000$1,001 - $10,000

[&J $10,001 - $100,000DOVER $100,000

0$0 - $499o $500 - $1,000o $1,001 - $10,000 o $10,001 - $100,000OVER $100,0003. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (at tach < scparnlc sheet If r.f:!CCSSilry) 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (.Jtt.:Jctl il scp;Jtatc shcet If necessary)

See attached list (ExhibitD)

4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUSTCheck one box:1RI INVESTMENT o REAL PROPERTY Check one box:Qg INVESTMENT o REAL PROPERTYLaurel Inn Carlton HotelName of Business Entity Q!.Street Address or Assessor's Parcel Number of Real Property\

Name of Business Entity Q!.Street Address or Assessor's Parcel Number of Real Property

Inn HotelDescription of Business Activity Q!.City or Other Precise Location of Real Property Description of Business Activity Q[City or Other Precise Location of Real Property

IF APPLICABLE, LIST DATE:- - -. 1 -- -l _ - -- .l -- -1 _ACQUIRED DISPOSED

IF APPLICABLE, LIST DATE:- - -. l- - - .l _ - - -. l- - -. l_ACQUIRED DISPOSED

PartnershipStock


Over $1,000,000NATURE OF INTERESTo Property Ownership/Deed of TrustPartnershipStock


Over $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of Trusto Leasehold Other Limited Liability Co.

Yrs. remainingo Check box if additional schedules reporting investments or real propertyare attachedo Leasehold 0 Other----------Yrs. remainingo Check box if addnional schedules reporting investments or real propertyare attached

Comments: _ FPPC Form 700 (2003/2004) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC


10/19

SCHEDULE A2Investments, Income, and Assets

of Business Entities/Trusts(Owne rsh i p In te re st i s 10% o r Greater)

CAL IFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

> 1. BUSINESS ENTITY OR TRUST ' > 1. BUSINESS ENTITY OR TRUSTB lum Fam il y Partners, L.P. Blum Investment Par tne rs , I nc.Name909 Montgomery Street , San Francisco, CA

Name909 Montgomery Street , San F ranc is co, CA

Address AddressCheck oneo Trust, go to 2 IXI Business Entny, complete the box, then go to 2 Check oneo Trust, go to 2 1&1 Business Entny, complete the box, then go to 2GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION'OF BUSINESS ACTIVITY

IF APPLICABLE, LIST DATE:- - . J - - .1_DISPOSED

[g/ Corporat ion0Ihef

IF APPLICABLE, LIST DATE:- - .1 - - .1_ACQUIRED

FAIR MARKET VALUEo $2,000 - $10,000$10,001 $100,000

0$100,001 - $1,000,000Dove r $1,000,000NATURE OF INVESTMENTo Sale Proprietorship 0 PartnershipYOUR BUSINESS POSITION . . . : C : : . : h : . : . : a : : : i ~ r m : . . : . . : . : : a = . : n ~ _

- - . J - - . 1_DISPOSED- - . J - - .1_ACQUIRED

FAIR MARKET VALUEo $2,000 - $10,0000$10,001 - $100,000o $100,001 $1,000,000[g/ Over $1,000,000NATUREOF INVESTMENTo Sale Proprietorship [g/ Partnership 0 --------0IhefYOUR BUSINESS POSITION . . : G : : : : . e : : ; n : . . : . e : : ; r : . . : a : . . : . I - , - P - - = a : : : r t . : : n ~ : : : . . : r _

0$0. $4990$500 - $1,0000$1,001 - $10.000

o $10,001 - $100,000OVER $100,000

0$0. $4990 $ 5 0 0 . $1,000

$1,001 $10,000o $10,001 - $100,000DOVER $100,000

> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF S10,000 OR MORE ta!t,JC'"' a sl:'p::HJte s hee t I f necessary\ > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10,000 OR MORE (attach a scpmatc shcot ,t nccessa'YIInterest , d i vi dends and capi ta l ga insf rom inves tmen ts i n pUbl ic and p r iv a te equi t ies> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST -Check one box:

INVESTMENT o REAL PROPERTY Check one box:INVESTMENT o REAL PROPERTYSee a t ta ched l is t (Exhib it C)Name of Business Entity Q!Street Address or Assessor's Parcel Number of Real Property

See at tached l is t (Exhib i t B)Name of Business Entity Q!Street Address or Assessor's Parcel Number of Real Property

Description of Business Activity Q!Cny or Other Precise Location of Real PropertyDescription of Business Activity Q!City or Other Precise Location of Real Property

o Leasehold 0 Other----------Yrs, remainingo Check box if addnional schedules reporting investments or real propertyare attached

IF APPLICABLE, LIST DATE:-- .J__L _ --.J---1-:._

ACQUIRED DISPOSED

o Leasehold 0 Other----------Yrs. remainingo Check box if addnlonal schedules reporting investments or real propertyare attachedo PartnershipStock

- - . J - - .1_ ---1--.1_'_ACQUIRED DISPOSEDIF APPLICABLE, LIST DATE:AIR MARKET VALUE

o $2,000 - $10,0000$10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of TrustPartnershipStock

FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000NATURE OF INTERESTo Property OwnershiplDeed of Trust

Comments : _ FPPC Form 700 (2003/2004) Sch. A-2FPPC Toll-Free Helpline: 866/ASK-FPPC


11/19

SCHEDULE 8Interests in Real PropertyCALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

> STREETADDRESS OR PRECISE LOCATION30 Presidio TerraceCITYSan Francisco, CA

> STREET ADDRESS OR PRECISE LOCATION325 SeadriftCITYStinson Beach, CA

FAIR MARKETVALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000181 Over $1,000,000

IF APPLICABLE, LIST DATE:~ - . - I _ - - ~ - . - I _ACQUIRED DISPOSED

FAIR MARKETVALUE0$2,000 - $10,0000$10,001. $100,0000$100,001 - $1,000,000

Over $1,000,000

IF APPLICABLE, LIST DATE:- . - I_ _L -.-1-.-1_ _

ACQUIRED DISPOSED

NATURE OF INTERESTo Rental Property Ownership/Deed of Trust 0 Easemento Leasehold 0 - - - - - - : : cc - - - - - - -Yrs. remaining OtherIF RENTAL PROPERTY, GROSS INCOME RECEIVED0$0 - $499 0 $500 - $1,000 0 $1,001 $10,000o $10,001 - $100.000 0 OVER $100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a single source ofincome of $10,000 or more.

NAME OF LENDER

ADDRESS

BUSINESS ACTIVITY OF LENDER

INTEREST RATE TERM (MonthslYears)____% o NoneHIGHEST BALANCE DURING REPORTING PERIOD0$500 - $ 1,000 0 $1,001 - $10,0000$10,001 - $ 100,000 0 OVER $100,000o Guarantor, if applicable

NATURE OF INTERESTo Rental Property Ownership/Deed of Trust 0 Easemento Leasehold 0 _Yrs. remaining OtherIF RENTAL PROPERTY, GROSS INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000

SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenant that is a single source ofincome of $10,000 or more.

NAME OF LENDER

ADDRESS


INTEREST RATE TERM (MonthslYears)____ % o NoneHIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000o Guarantor, if applicable

Comments: _

FPPC Form 700 (2003/2004) Sch. BFPPC Toll-Free Helpline: 866/ASK-FPPC


12/19

SCHEDULE 8Interests in Real PropertyCALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

> STREET ADDRESS OR PRECISE LOCATION109 South Lake Merced Hil l,Apt 3ECITYSan Francisco, CA

> STREET ADDRESS OR PRECISE LOCATION180 West Lake Blvd. #229CITYTahoe City, CA

FAIR MARKET VALUEo $2,000 $10,000o $10,001 $100,000$100,001 $1,000,000

DOver $1,000,000

IF APPLICABLE, LIST DATE:- '- ' - -'- '-ACQUIRED DISPOSED


Dover $1,000,000

IF APPLICABLE, LIST DATE:- , - ,_ -_ -'_1-ACQUIRED DISPOSED

NATURE OF INTERESTo Rental Property IZl Ownership/Deed of Trust 0 Easemento Leasehold 0 ----=:-----

Yrs. remaining OtherIF RENTAl PROPERTY, G R OS S I NC OM E R EC EI VE D0$0. $499 0 $500 $1,000 0 $1,001 $10,000I8J $10,001 $100,000 0 OVER 5100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, l ist the name of each tenant tha t i s a single source ofincome of $10,000 or more.Claire Brody

NAME OF LENDERBank of AmericaADDRESSP.O. Box 35140, Louisville, KentukyBUSINESS ACTIVITY OF LENDERFinancial Institution

NATURE OF INTERESTo Rental Property IZl Ownership/Deed of Trust 0 Easemento Leasehold 0 ----=-::- _Yrs. remaining Other

I F R EN TA L PROPERTY, GROSS INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - 510,000

$10,001 - $100,000 0 OVER 5100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, l ist the name of each tenant that is a single source ofincome of $10,000 or more.

NAME OF LENDER

ADDRESS


INTEREST RATE4.5 OL___ 10 o None TERM (MonthslYears)360 Months INTEREST RATE- - -_% o None TERM (MonthslYears)

HIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 $10,000o $10,001 - $100,000 1&1 OVER $100,000o Guarantor, if applicable

HIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 $10,000o $10,001 - $100,000 0 OVER $100,000o Guarantor, if applicable

Comments: _

FPPC Form 700 (2003/2004) Sch. 8FPPC Tol/-Free Helpline: 866/ASKFPPC


13/19

SCHEDULE BInterests in Real PropertyCALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONNameRichard C. Blum

> STREETADDRESS OR PRECISE LOCATION2930 Neilsen Way, #504CITYSanta Monica, CA

> STREET ADDRESS OR PRECISE LOCATIONCITY


DOver $1,000,000

IF APPLICABLE, LIST DATE:-.1-.1_' -.1-.1_.ACQUIRED DISPOSED

FAIR MARKET VALUEo $2,000 - $10,000o $10,001 - $100,0000$100,001 - $1,000,000DOver $1,000,000

IF APPLICABLE, LIST DATE:- . 1 - - 1_ - - .1- .1 .ACQUIRED DISPOSED

o Easement o EasementNATURE OF INTERESTo Rental Properly I8J Ownership/Deed of Trusto Leasehold --:-:---:--:--- 0 ----------Yrs. remaining OtherIF RENTAL PROPERTY, GROSS INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - $10,000o $10,001 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, l ist the name of each t enan t t ha t i s a single source ofincome of $10,000 or more.

NAME OF LENDER

ADDRESS


INTEREST RATE TERM (MonthslYears)____% o NoneHIGHEST BALANCE DURING REPORTING PERIODo $500 - $1,000 0 $1,001 $10,000o $10,001 - $100,000 0 OVER $100,000o Guarantor, if applicable

NATURE OF INTERESTo Rental Properly 0 Ownership/Deed of Trusto Leasehold 0 --_---:- _Yrs. remaining Other

IF RENTAL PROPERTY, GROSS INCOME RECEIVED0 $ 0 - $499 0 $500 - $1,000 0 $1,001 - $10,000o $10,001 - $100,000 0 OVER $100,000SOURCES OF RENTAL INCOME: If you own a 10% or greaterinterest, list the name of each tenan t t ha t i s a single source ofincome of $10,000 or more.

NAME OF LENDER

ADDRESS


INTEREST RATE TERM (MonthslYears)_ _ _ _ % o NoneHIGHEST BALANCE DURING REPORTING PERIOD0$500 - $1,000 0 $1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000o Guarantor, if applicable

Comments: _

FPPC Form 700 (2003/2004) 5ch. BFPPC Toll-Free Helpline: 866/A5K-FPPC


14/19

SCHEDULE CIncome & Business Positions

(Income Other than Loans, Gifts, andTravel Payments)

CALIFORNIA FORM 700I'MR POL\1\CI\L PRI\CilCES COMMISSIONNameRichard C. Blum

> NAME OF SOURCEBlum Capital Partners, L.P.

> NAME OF SOURCEThomson Learning Benefit Plan (formerly NEC)

ADDRESS909 Montgomery Street, San Francisco,CA ADDRESS1191 Natorp Blvd., Mason, OHBUSINESS ACTIVITY, IF ANY, OF SOURCEInvestment Firm BUSINESS ACTIVITY, IF ANY, OF SOURCEYOUR BUSINESS POSITIONChairman

YOUR BUSINESS POSITIONRetired Director

GROSS INCOME RECEIVEDo $500 - $1,000 0 $1,001 $10,0000$10,001 - $100,000 OVER $100,000

GROSS INCOME RECEIVED0$500 . $1,000 0 $1,001 - $10,000I8l $10,001 $100,000 0 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of - - - - - - = c : - : : ; : - : - ~ ~ - . , - - , - - - - - - (Property. car, boat, etc,)o Rental Income, list each source of $10,000 or moreCommission or(Property. car, boat, etc,)o Rental Income, l ist each source of $10,000 or moreCommission or

CONSIDERATION FOR WHICH INCOME WAS 'RECEIVEDIBl Salary 0 Spouse's income 0 Loan repaymento Sale of

o Other - - - - - - - - ; == : ; - - - - - - - - - - - (Describe) I8l Other Pension (Describe)> NAME OF SOURCECB Richard Ell is Group, Inc. (CBRE) (Note 1) > NAME OF SOURCENorthwest Airlines CorporationADDRESS970 W. 190th Street, Torrance, CA ADDRESS5101 Northwest Drive, St. Paul, MinnesotaBUSINESS ACTIVITY, IF ANY, OF SOURCECommercial Real Estate

BUSINESS ACTIVITY, IF ANY, OF SOURCECommercial AirlinesYOUR BUSINESS POSITIONChairman

YOUR BUSINESS POSITIONMember - Board of DirectorsGROSS INCOME RECEIVED0$500 - $1,000 0 $1,001 - $10,000[81 $10,001 $100,000 0 OVER $100,000

o Commission orCONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's income 0 Loan repaymento Sale of = - - . , ~ _ _ ; - - : - - - : - - , - - - - - - -(Property, car. boat, etc.)o Rental Income, l ist each source of $10,000 or more(Property, car, boat, ete.)o Rental Income, l ist each source of $10,000 or moreCommission or

GROSS INCOME RECEIVED0 $ 5 0 0 . $1,000 0 $1,001 $10,000IBl $10,001 $100,000 0 OVER $100,000CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouse's Income 0 Loan repaymento Sale of

[81 Other Directors Fees(Describe)

l&l Other Travel Allowance(Describe)

Comments: (Note 1) The director's fees from CBRE were paid by Mr. Blum to investment management clients of BlumCapital Partners, L.P.

FPPC Form 700 (2003/2004) 5ch. CFPPC Toll-Free Helpline: 866/A5KFPPC


15/19


16/19

Richard C. BlumCalifornia Form 700Assuming Office/InitialSchedule A-2Investments, Income, and Assets of Business Entities/Trusts(Ownership Interest is 10% or Greater)December 3 I, 2003

Blum Capital Partners, L.P.

Name of Income Source

Dominion Nuclear Connecticut, Inc. NDTVirginia Electric and Power Co. NDTCarpenters Pension Trust for Southern CaliforniaThe Common FundThe Benefits Connection GroupUnited Brotherhood of CarpentersBK Capital Partners IV, L.P.RCBA KCI Capital Partners, L.P.Richard C. Blum & Associates - NWA Partners, L.P.Blum Strategic Partners, L.P.Blum Strategic Partners II, L.P.Stinson Capital Partners, L.P.Stinson Capital Partners II, L.P.Stinson Capital Partners III, L.P.Stinson Capital Fund (Cayman), Ltd.BLUM (K*TEC) Co-Investment Partners, L.P.Blum Strategic Equity, L.L.C.Blum Strategic Equity II, L.L.C.Blum Strategic GP, L.L.C.Blum Strategic GP II, L.L.C.Blum Strategic GP II (Cayman), L.L.c.TPG Associates III, L.P.Northwest Airlines CorporationNewbridge CapitalTAG Aviation USA, Inc.Intiutive SurgicalChrysCap I, L.L.C.Stinson Capital Partners D, LPStinson Capital Partners M, LPStinson Capital Partners QP, LPBlum GC L.P.Blum GA L.L.CBlum Strategic II GmbH & KGRCBA Strategic KFB, LP

Description of Business Income

Administrative and investment management feesAdministrative and investment management feesAdministrative and investment management feesAdministrative and investment management feesAdministrative and investment management feesAdministrative and investment management feesInvestment manage1l1ent fees, dividends, interest and capital gainsInvestment managementfees, dividends, interest and capital gainsDividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management fees, dividends, interest and capital gainsInvestment management feesCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gainsInvestment management feesAirplane charter revenueCapital gainsCapital gains, interest and dividendsInvestment management feesInvestment management feesCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest and dividendsCapital gains, interest, dividends & management feesCapital gains, interest, dividends & management fees

EXHIBIT A


17/19

Richard C. BlumCalifornia Form 700Assuming OfficellnitialSchedule A-2Investments, Income, and Assets of Business Entitiesffrusts(Ownership Interest is 10% or Greater)December 31,2003

Blum Capital Partners, L.P.

Name ofBusiness EntityBK Capital PartnersIV, L.P.RCBA Playtex, L.P.RCBA KCI Capital Partners, L.P.PB Capital Partners, L.P.RCBA LAF Equity Partners, L.L.C.RCBA Newbridge LAF, L.L.C.Blum Strategic Equity, L.L.C.Blum Strategic GP, L.L.C.RCBA GP (Cayman) Co., Ltd.StinsonCapital Partners, L.P.Stinson Capital Partners II, L.P.Stinson Capital Partners III, L.P.Blum G. C., L.P.BLUMGA, L.L.C.BLUM GA III, L.L.C.BLUMGA Equity III, L.L.C.ChrysCap I, L.L.C.TPG LAF Equity, L.P.TPG Associates III, L.P.Tarrant Venture Partners, L.P.Lat Am GP, L.P.Northwest Airlines CorporationPerini CorporationPlaytex Products, Inc.Kinetic Concepts, Inc.Stinson Capital Partners D, L.P.Stinson Capital Partners M, L.P.Stinson Capital Partners QP, L.P.

Description of business activityInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment companyInvestment companyInvestment companyInvestment companyInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipInvestment companyInvestment companyInvestment companyInvestment companyInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnershipCommercial airlineConstructionConsumer productsMedical ProductsInvestment partnershipInvestment partnershipInvestmeQt partnership

EXHIBIT B

Fair Market Value$100,001 - $1,000,000$10,001 - $100,000Over $1,000,000Over $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000$10,001 - $100,000$10,001 - $100,000$2,000 - $10,000Over $1,000,000$10,001 - $100,000$10,001 - $100,000$100,001 - $1,000,000Over $1,000,000$10,001 - $100,000Over $1,000,000$100,001 - $1,000,000S10,001 - S100,000Over $1,000,000$10,001 - $100,000$10,001 - $100,000Over SI,OOO,OOO$10,001 - S100,000$100,001 - $1,000,000$10,001 - $100,000$10,001 - $100,000$100,001 - $1,000,000Over $1,000,000

Nature ofInterestPartnershipPartnershipPartnershipPartnershipLimited Liability Co.Limited Liability Co.Limited Liability Co.Limited Liability Co.CorporationPartnershipPartnershipPartnershipPartnershipLimited Liability Co.Limited Liability Co.Limited Liability Co.Limited Liability Co.PartnershipPartnershipPartnershipPartnershipStockStockStockStockPartnershipPartnershipPartnership


18/19

Richard C. BlumCalifornia Form 700Assuming Office/InitialSchedule A-2Investments, Income, and Assets ofBusiness Entities/Trusts(Ownership Interest is 10% or Greater)December 31, 2003Blum Family Partners, L.P.

Name of Business EntityAEOW 2000, L.P.American Global Resources, L.L.C.Central Station Land, L.L.c.Consortium on Reading Excellence, Inc.ChrysCapital II, L.L.C.Francisco Partners, L.P.KFB Newbridge Genpar, LPNWA Common StockSocial Enterprises, Inc.Stinson Capital Partners, L.P.Thayer Hotel Investments III, L.L.C.ValueAct Capital Partners, L.P.Astar Air Cargo HoldingsNB Hanaro Partners II, LPRCBA-KCI Capital Partners, L.P.Stinson Capital Partners QP, L.P.Strange Collective L.L.C.Blum Investment Partners, Inc.

Description of business activityInvestment partnershipInvestment companyReal estate investmentsEducationInvestment companyInvestment partnershipInvestment partnershipCommercial AirlinesPhilanthropic InvestmentInvestment partnershipHotel investmentInvestment partnershipAirline CargoInvestment partnershipInvestment partnershipInvestment partnershipInvestment company

Fair Market Value$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$100,001 - $1,000,000Over $1,000,000.00$10,001 - $100,000$100,001 - $1,000,000$100,001 - $1,000,000$10,001 - $100,000Over $1,000,000.00Over $1,000,000.00$100,001 - $1,000,000$100,001 - $1,000,000$10,001 - $100,000

Nature of InterestPartnershipLimited Liability Co.Limited Liability Co.Common StockLimited Liability Co.PartnershipPartnershipCommon StockCommon StockPartnershipLimited Liability Co.PartnershipLimited Liability Co.PartnershipPartnershipPartnershipLimited Liability Co.

Name of Business EntityBlum G.C., L.P.Blum G.A., L.P.Blum G.A. III, L.P.Blum G.A. Equity III, L.P.

Description of business activityInvestment partnershipInvestment partnershipInvestment partnershipInvestment partnership

EXHIBITC

Fair Market Value$1,001 - $10,000$10,001 - $100,000$1,001 - $10,000$10,001 - $100,000

Nature of InterestPartnershipPartnershipPartnershipPartnership


19/19

Richard C. BlumCalifornia Form 700Assuming Office/InitialSchedule A-2Investments, Income, and Assets of Business Entities/Trusts(Ownership Interest is 10% or Greater)December 2003

Carlton Hotel

Name of Income SourceALASKAAIRLINESALLIED/TPRO TOURSAMERICAN AIRLINES VACATIONSCONNECTIONS WORLDWIDECOSMOSEXPEDIA/TRAVELSCAPE.COMFUN SUN VACATIONSHOLIDAY NETWORKHOTEL RESERVATION NETWORKHOTELS.COMKUONIMARK TRAVEL CORPORBITZ.COM

Description of Business IncomeHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel servicesHotel services

Regent Richard Blum - Financial Disclosures - 2004

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