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Date Received
CALIFORNIA FORM 700 STATEMENT O~ ECq~OMIGINTERESTS Official Use Only

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FAIR POLITICAL PRACTICES COMMISSION
Ie;, COVER PAGE,·
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~/ A p~\6ji; "Document
NAME (LAST) (FIRST) (MIDDLE) DAYTIME TELEPHONE NUMBER

Blum Richard C ( 415 ) 434-1111


MAILING ADDRESS STREET CITY STATE ZIP CODE OPTIONAL: FAX I E·MAIL ADDRESS
(May be business address)

909 Montgomery Street San Francisco CA 94133

1. Office, Agency or Court 4. Schedule Summary


(Check applicable schedUles or WHo reportable interests. W)
Name of Office, Agency or Court:
The Regents of the University of California - During the reporting period, did you have any reportable
interests to disclose on:
Division, Board, District, if applicable:
University of Califonia Schedule A-1 IZI Yes - schedule attached
Investments (Less than 10% Ownership)
Your Position:
Regent of the University of California Schedule A-2 IZI Yes - schedule attached
Investments (10",4, or greater Ownership)
- If filing for multiple positions, list additional agency(ies)/
position(s): (Attach a separate sheet if necessary.) Schedule B [8J Yes - schedule attached
Real Property
Agency: _
Schedule C [8J Yes - schedule attached
Income & Business Positions (Income Other than Loans, Gifts, and Travel)
Position: _
Schedule D 0 Yes - schedule attached
Income - Loans
2. Jurisdiction of Office (Check at least one box)
Schedule E 0 Yes - schedule attached
~ State Income - Gifts
o County of _
Schedule F 0 Yes - schedule attached
o City of _ Income - Travel Payments

o Multi-County - - - - - - - - - - - - - - - -or-
o Other _ - 0 No reportable interests on any schedule

Total number of pages


3. Type of Statement (Check at least one box) completed including this cover page: __1_9_

o Assuming Office/lnitial

[8J Annual: The period covered is January 1, 2003, 5. Verification


through December 31, 2003.
-or- I have used all reasonable diligence in preparing this
statement. I have reviewed this statement and to the best of
O The period covered is -.1-.1__, through my knOWledge the information contained herein and in any
December 31, 2003. attached schedules is true and complete.
/\
o Leaving Office Date Left: ---'-----1__ I certify under penal" of perjury under the I~s Of the State
(Check one) of California that th foregoing is true an~ect.
~
o The period covered is January 1, 2003, through ,

~ , , \ II .
l\

'\l \\ i
/ '

_
the date of leaving office. Date Signed '\j' J\i .J'\)'\. \J \J I .''-'"''
(marth, day, ye~)
-or- L. (

\ \ \j
O The period covered is - - - ' - - - '_ _, through
the date of leaving office. Signature (} \. (: \. \ D
(File the originally sign,; st te ent with 'vour filing official.)
i

o Candidate
FPPC Forin 700 (2003/2004)
FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A-1 CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Investments
Name
Stocks, Bonds, and Other Interests Richard C. Blum
(Ownership Interest is Less Than 10%)
Do not attach brokerage or financial statements.
> NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY
URS Corporation NeoSpire
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Provider of Engineering Products Internet Infrastructure Service Provider


FAIR MARKET VALUE FAIR MARKET VALUE
o $2,000 • $10,000 0$10,001 - $100,000 o $2,000 - $10,000 0$10,001 • $100,000
o $100,001 - $1,000,000 ~ Over $1,000,000 0$100,001 - $1,000,000 DOver $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT * Zero Value


ijfJ Stock 181 Stock

~ Other and Options


(Desaiba)
o Other ---,;~.."...,,...-------
(Desaiba)

IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:

--.1---1__ --.1----1._ ----l--.J.__


ACQUIRED ACQUIRED DISPOSED

> NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY


Glenborough Realty Trust, Inc. Intuitive Surgical, Inc.
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Real Estate Investment Trust (REIT) Operative Surgical Robotics


FAIR MARKET VALUE FAIR MARKET VALUE
o $2,000 • $10,000 o $10,001 • $100,000 o $2,000 • $10,000 0$10,001 • $100,000
~ $100,001 • $1,000,000 DOver $1,000,000 ~ $100,001 • $1,000,000 DOver $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


IKJ Stock 181 Stock

181 Other And Options o Other --;;::-.."..-,,...- _


(Desaibe) (Desaiba)

IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:

--.1---.J._ --.1----1._._ ---l--f_ --.1--.J._


ACQUIRED DISPOSED ACQUIRED DISPOSED

> NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY


CCC Information Services Group, Inc. Loeb Investors Co. LXIV
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Automotive Claims Software Investment Partnership

FAIR MARKET VALUE FAIR MARKET VALUE


o $2,000 • $10,000 0$10,001 • $100,000 o $2,000 - $10,000 ~ $10,001 - $100,000
o $100,001 • $1,000,000 Dover $1,000,000 0$100,001 • $1,000,000 DOver $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


rgJ Stock o Stock

o Other ---,;::---.:-:-- _ 181 Other Partnership Interest


(Desaibe) (Desaibe)

IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:

--.1--.1_ ~~~ ---l--f_ --.1--.J._


ACQUIRED DISPOSED ACQUIRED DISPOSED

Comments: -'- _
FPPC Form 700 (200312004) Sch. A-1
FPPC Toll-Free Helpline: 866IASK-FPPC
SCHEDULE A-1 CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Investments
Name
Stocks, Bonds, and Other Interests Richard C. Blum
(Ownership Interest is Less Than 10%)
Do not attach brokerage or financial statements.
> NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY
Loeb Partners Investors Co., V RCBA - KCI Capital Partners, L.P.
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Managed Investment Partnership Investment Partnership

FAIR MARKET VALUE FAIR MARKET VALUE


o $2,000 - $10,000 I&J $10,001 - $100,000 o $2,000 - $10,000 o $10,001 - $100,000
o $100,001 - $1,000,000 Dover $1,000,000 0$100,001 • $1,000,000 ~ Over $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


o Stock o Stock

~ O1her Partnership Interest 18I Other Partnership Interest


(Desaibe) (Desaibe)

IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:

-f---1_ ----1---1_._- ----1----1_-_ -f---l


ACQUIRED DISPOSED ACQUIRED DISPOSED

> NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY


Qwest Communications Intemational, Inc. A T&T Corporation
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Commercial Long Distance/Internet Products Voice, Data and Data Communications


FAIR MARKET VALUE FAIR MARKET VALUE
o $2,000 - $10,000 o $10,001 - $100,000 o $2,000 - $10,000 o $10,001 - $100,000
o $100,001 - $1,000,000 Dover $1,000,000 0$100,001 - $1,000,000 DOver $1,000,000
* Zero Value *ZeroValue
NATURE OF INVESTMENT NATURE OF INVESTMENT
~ Stock o Stock

o Other Investment Holding in Peachtree Ltd, o Other Investment Holding in Peachtree Ltd.
(Desaibe) (Desaibe)

IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:

-f---1_ ----1---1_ -.1---.1._ -.1--.1._-


ACQUIRED DISPOSED ACQUIRED DISPOSED

> NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE FAIR MARKET VALUE


o $2,000 - $10,000 0$10,001 - $100,000 o $2,000 - $10,000 0$10,001 - $100,000
0$100,001 - $1,000,000 Dover $1,000,000 o $100,001 - $1,000,000 DOver $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


o Stock o Stock

o Other --:::,.--.."....,,--
(Describe)
_ o Other - - - - - - - - ; ; : - : - c . . " - , , . - - - - - - - -
(Desaibe)

IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:

-f---1_ ----1---1_ -.1---l._ -.1---.1._


ACQUIRED DISPOSED ACQUIRED DISPOSED

Comments: _

FPPC Form 700 (2003/2004) Sch. A-1


FPPC Toll-Free Helpline: 866/ASK-FPPC
· I

SCHEDULE A-2 CALIFORNIA FORM 700


Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION

of Business Entities/Trusts Name


(Ownership Interest is 10% or Greater) Richard C. Blum

> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUST

Blum Capital Partners, L.P. Richard C. Blum & Associates, Inc.


Name Name
909 Montgomery Street, San Francisco, CA 94133 909 Montgomery Street, San Francisco, CA 94133
Address Address

Check one Check one


o
Trust, go to 2 ~ Business Entny, complete the box, then go to 2 oTrust, go to 2 ~ Business Entny, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
o $10,001 - $100,000
--.J__L
ACQUIRED
_ --.J---l_
DISPOSED
0$10,001 - $100,000 ----l__.L
DISPOSED
0$100,001 - $1,000,000 0$100,001 - $1,000,000
~ Over $1,000,000 ~ Over $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


o Sole Proprietorship [gI Partnership D-----=~-- o Sole Proprietorship 0 Partnership ~ Corporation
0Iher
YOUR BUSINESS POSITION --:C:.; h. ;. ;a: ;i. ;. ;rtn;.:. :. : a: ;.n.o.- _ YOUR BUSINESS POSITION . .:C:; .:h. ;. ;a: ;i. ;. ;rm..;. ;:=:a. ;. ;n:- _

0$0. $499 o $10,001 • $100,000 0$0- $499 0$10,001 - $100,000


0$500 - $1,000 1&1 OVER $100,000 0$500. $1,000 1&1 OVER $100,000
0$1,001 - $10,000 0$1,001 - $10,000

> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10.000 OR MORE (;)!t.JCfl a Sep3T.:Itc she"t If nCCCSS<3ry) INCOME OF $10\000 OR MORE {i:lH3Ch a separale sheet It necessmyl

See Attached Sheet (EXhibit A) Blum Ca ital Partners, L.P. & RAE Systems, Inc.

> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE
BUSINESS ENTITY OR TRUST BUSINESS ENTITY OR TRUST
Check one box: Check one box:
I8J INVESTMENT o REAL PROPERTY I8JINVESTMENT o REAL PROPERTY

See attached sheet (Exhibit B) Blum Capital Partners, L.P. & RAE Systems, Inc,
Name of Business Enlliy 2C Name of Business Entity 2C
Street Address or Assessor's Parcel Number of Real Property Street Address or Assessor's Parcel Number of Real Property

Blum -Investment Advisor RAE-Atmospheric Monitors


Description of Business Activity 2C Description of Business Activity 2C
Cny or Other Precise Location of Real Property City or Other Precise Location of Real Property

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
o $10,001 - $100,000 -l-.J.:. _
ACQUIRED
---1---1_ _
DISPOSED
o $10,001 - $100,000
0$100,001 - $1,000,000
----l---l_ ---1-..1_._
ACQUIRED DISPOSED
0$100,001 - $1,000,000
DOver $1,000,000 ~ Over $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Property OwnershlpJDeed of Trust o Stock o Partnership o Property OwnershipJDeed of Trust o Stock Igj Partnership

o Leasehold 0 Other _ o Leasehold


Yrs. remaining
0 Other - - - - - - - - - -
Yrs. remaining
o Check box if addnlonal schedules reporting investments or real property
are attached
o Check box If addnional schedules reporting investments or real property
are attached

Comments: ~ __ FPPC Form 700 (2003/2004) Sch. A·2


FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A-2 CALIFORNIA FORM 700
Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION

of Business Entities/Trusts Name


(Ownership Interest is 10% or Greater) Richard C. Blum

> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUST

Blum Strategic GP II (Cayman), L.L.C. Richard C. Blum & Associates, Inc.


Name Name
909 Montgomery Street, San Francisco, CA 909 Montgomery Street, San Francisco, CA
Address Address

Check one Check one


o
Trust, go to 2 ~ BusIness Entity, complete the box, then go to 2 o
Trust, go to 2 ~ Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
0$10,001 - $100,000
---..1---..1__:
ACQUIRED
~~~
DISPOSED
o $10,001 • $100,000 ---..1---..1__
ACQUIRED
---.1---1_,_
DISPOSED
0$100,001 - $1,000,000 0$100,001 - $1,000,000
DOver $1,000,000 DOver $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


o Sole Proprietorship 0 Partnership o ---:::QIher,------ o Sole Proprietorship 0 Partnership 0 ---::.".--
Other
_
YOUR BUSINESS POSITION _ YOUR BUSINESS POSITION _

0$0. $499 ~ $10,001 • $100,000 0$0 - $499 o $10,001 • $100,000


o $500 • $1,000 DOVER $100,000 0$500. $1,000 I8l OVER $100,000
0$1,001 - $10,000 0$1,001. $10,000

»- 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (altactl <l S£!P;:lf<ltc sheet If necessMy) INCOME OF $10,000 OR MORE {attach <:l scp.-ml1e sheet If nccessJryj

Interest, dividends and capital gains from investments Capital gains from investments in public securities
in public and private securities

>4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE
BUSINESS ENTITY OR TRUST BUSINESS ENTITY OR TR!JST
Check one box: Check one box:

I8lINVESTMENT o REAL PROPERTY I8lINVESTMENT o REAL PROPERTY

Blum Strategic Investor" (Cayman), Ltd. Northwest Airlines Corporation


Name of Business Entity 2C Name of Business Entity 2C
Street Address or Assessor's Parcel Number of Real Property Street Address or Assessor's Parcel Number of Real Property

Investment Firm Commercial Airline


Description of Business Activity QC Description of Business Activity 2C
City or Other Precise Location of Real Property City or Other Precise Location of Real Property

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 --.1---l._, 5~ 03
o $2,000 - $10,000 --.1---1_._ ---.1---1_
0$10,001 - $100,000 0$10,001 - $100,000
o $100,001 • $1,000,000
ACQUIRED DISPOSED 0$100,001 • $1,000,000 ACQUIRED DISPOSED

DOver $1,000,000 ~ Over $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Property OwnershiplDeed of Trust o Stock o Partnership o Property Ownership/Deed of Trust o Stock o Partnership
o Leasehold
Yrs. remaining
0 Other - - - - - - - - - - o Leasehold Yrs. remaining 0 Other - - - - - - - - - -
o Check box if additional schedules reporting investments or real property
are attached
D Check box if additional schedUles reporting investments or real property
are attached

Comments: _ FPPC Form 700 (2003/2004) Sch. A-2


FPPC Toll-Free Helpline: 866/ASK·FPPC
SCHEDULE A-2 CALIFORNIA FORM 700
Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION

of Business Entities/Trusts Name


(Ownership Interest is 10% or Greater) Richard C. Blum

~ 1. BUSINESS ENTITY OR TRUST ~ 1. BUSINESS ENTITY OR TRUST

Blum Strategic Equity II, L.L.C Blum Strategic GP II, L.L.C


Name Name
909 Montgomery Street, San Francisco, CA 909 Montgomery Street, San Francisco, CA
Address Address

Check one Check one


oTrust, go to 2 Iia Business Entity, complete the box, then go to 2 oTrust, go to 2 1&1 Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 • $10,000 o $2,000 - $10,000
0$10,001 - $100,000 --.1---'_
ACQUIRED
--.1--.1_
DISPOSED
o $10,001 - $100,000 --.1--.1__
ACQUIRED
--.1-.-1_
DISPOSED
0$100,001 - $1,000,000 0$100,001 - $1,000,000
~ Over $1,000,000 ~ Over $1,000,000

L' 't d L' b'I' C NATURE OF INVESTMENT


o
NATURE OF INVESTMENT
Sole Proprietorship 0 Partnership ~ Iml e la Illy
0Iha'
O. o Sole Proprietorship 0 Partnership ~ Limited Liability Co.
Other
YOUR BUSINESS POSITION ManaQinQ Member YOUR BUSINESS POSITION ManaQinQ Member

0$0· $499 ~ $10,001 - $100,000 0$0. $499 ~ $10,001 - $100,000


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

~ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF )0 3, LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (;J'!;)ch <l scp':Jr.1te sheet If neccss;)r~l INCOME OF $10,000 OR MORE (alto,h a sopmolO shoot If nocosso,y)

Interest, dividends and capital gains from investments Interest, dividends and capital gains from investments
in public and private securities in public and rivate securities

~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE ~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE
BUSINESS ENTITY OR TRUST BUSINESS ENTITY OR TRUST -
Check one box: Check one box:
[g] INVESTMENT o REAL PROPERTY [g]INVESTMENT o REAL PROPERTY

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

Investment Partnership Investment Partnership


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

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
o $10,001 - $100,000 -.-1-.-1_ _
ACQUIRED
--.1-.-1_
DISPOSED
0$10,001 - $100,000
0$100,001 - $1,000,000
-.-1--.1_ --.1-.-1_
ACQUIRED DISPOSED
0$100,001 - $1,000,000
1&1 Over $1,000,000 ~ Over $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Property Ownership/Deed of Trust o Stock 1&1 Partnership o Property Ownership/Deed of Trust o Stock ~ Partnership

o Leasehold 0 Other - - - - - - - - - - o Leasehold - - - -


o Other - _
Yrs. remaining Yrs. remaining

o Check box if additional schedules reporting investments or real property


are attached
o Check box if additional schedules reporting investments or real property
are attached

Comments:: _ FPPC Form 700 (2003/2004) Sch. A·2


FPPC TolI·Free Helpline: 866/ASK·FPPC
SCHEDULE A-2 CALIFORNIA FORM 700
Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION

of Business Entities/Trusts Name


(Ownership Interest is 10% or Greater) Richard C. Blum

~ 1. BUSINESS ENTITY OR TRUST >- 1. BUSINESS ENTITY OR TRUST

Blum Strategic Equity, L.L.C. Blum Strategic GP, L.L.C.


Name Name
909 Montgomery Street, San Francisco, CA 94133 909 Montgomery Street, San Francisco, CA 94133
Address Address

Check one Check one


o
Trust, go to 2 !Xl Business Entity, complete the box, then go to 2 o
Trust, go to 2 6a Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000
--.1---l._ --.1--.1_
o $2,000 - $10,000
0$10,001 - $100,000 0$10,001 - $100,000 --1--1_- --1-.J_
ACQUIRED DISPOSED ACQUIRED DISPOSED
0$100,001 - $1,000,000 0$100,001 - $1,000,000
~ Over $1,000,000 ~ Over $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


o Sole Proprietorship 0 Partnership
~ Limited Liability CO.
Other
o Sole Proprietorship 0 Partnership ~ Limited Liability Co.
Other
YOUR BUSINESS POSITION .:..;M:.:;e::.:mc:.:.=bc::e;:..r _ YOUR BUSINESS POSITION ManaginQ Member

0$0 - $499 o $10,001 - $100,000 0$0 - $499 o $10,001 - $100,000


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

~ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF ~ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE f.Jtt~ch a S<?p.Jf<3tC shcC't It nrcess<J.ryl INCOME OF 510,000 OR MORE (attach a separate sheet If nec,s>ary)

Interest, Dividends and capital gains from investments Interest, Dividends and ca ital gains from investments

in pUblic and private securities in public and private securities

>- 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE ~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE
BUSINESS ENTITY OR TRUST BUSINESS ENTITY OR "fRUST -
Check one box: Check one box:
Qg INVESTMENT o REAL PROPERTY ~ INVESTMENT o REAL PROPERTY
Blum Strategic Partners, L.P., Blum Strategic KFB, L.P. Blum Strategic Partners, L.P.
Name of Business Entity 2! Name of Business Enmy QJ:
Street Address or Assessor's Parcel Number of Real Property Street Address or Assessor's Parcel Number of Real Property

Investment Partnerships Investment Partnerships


Description of Business Activity 2! Description of Business Activity Q[
City or Other Precise Location of Real Property City or Other Precise Location of Real Property

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
o $10,001 - $100,000 --1---1_ _ --.1---.1_'_ o $10,001 - $100,000 --f--1_ _ ---1--1_
o $100,001 - $1,000,000 ACQUIRED DISPOSED 0$100,001 - $1,000,000 ACQUIRED DISPOSED

I8l Over $1,000,000 ~ Over $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Property OwnershipIDeed of Trust o Stock 181 Partnership o Property OwnershiplOeed of Trust o Siock ~ Partnership

o Leasehold 0 Other _ o Leasehold


Yrs. remaining
0 Other - _
Yrs. remaining
o Check box If additional schedules reporting investments or real property
are attached
o Check box If additional schedules reporting Investments or real property
are attached

Comments: _ FPPC Form 700 (2003/2004) Sch. A·2


FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A-2 CALIFORNIA FORM 700
Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION

of Business Entities/Trusts Name


(Ownership Interest is 10% or Greater) Richard C. Blum

> 1. BUSINESS ENTITY OR TRUST > 1. BUSINESS ENTITY OR TRUST

LAF Management, Inc. RCBA - LAF Advisors, L.L.C


Name Name
301 Commercial Street, Suite 3300, Fort Worth. Texas 909 Montgomery Street, San Francisco, CA
Address Address

Check one Check one


oTrust, go to 2 ~ Business Entity, comptete the box, then go to 2 o
Trust, go to 2 IX! Business Entny, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
o $10,001 - $100,000 ----l---l_ --1--.1_,_ 0$10,001 - $100,000 ----l--1 --.J---l_
o $100,001 - $1,000,000 ACQUIRED DISPOSED 0$100,001 - $1,000,000 ACQUIRED DISPOSED
DOver $1,000,000 DOver $1,000,000

NATURE OF INVESTMENT • NATURE OF INVESTMENT


o Sale Proprietorship 0 Partnership ~ CorporatIon
Other
o Sole Proprietorship 0 Partnership ~ Limited Liability Co.
Other
YOUR BUSINESS POSITION ..::S::;.h.:.::a::;.r-=e~h-=o.:.::ld:::e::;.r _ YOUR BUSINESS POSITION Shareholder

0$0 - $499 IRI $10,001 - $100,000 IRI $0 - $499 o $10,001 - $100,000


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

> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10.000 OR MORE l~n<)ch a scpm.Jte sheet If necessary) INCOME OF $10,000 OR MORE (at!::lch a sep:ltiJte sheet If neccss<:lryl

Investment management fees Interest. dividends and capital gains


from investments in pljblic and private investments

> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE
BUSINESS ENTITY OR TRUST BUSINESS ENTITY OR TRUST -
Check one box: Check one box:

o INVESTMENT o REAL PROPERTY o INVESTMENT o REAL PROPERTY


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

Description of Business Activi1y .2! Description of Business Activity Q[


City or Other Precise Location of Real Property Cny or Other Precise Location of Real Property

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPliCABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 • $10,000
0$10,001 - $100,000 --1---l_ -l---l_ 0$10,001 - $100,000 .:..-.J--f_ .---.J---l_
ACQUIRED DISPOSED 0$100,001 - $1,000,000 ACQUIRED DISPOSED
0$100,001 • $1,000,000
DOver $1,000,000 DOver $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Property Ownership/Deed of Trust o Stock o Partnership o Property OwnershlplDeed of Trust o Stock o Partnership
o Leasehold Yrs. remaining 0 Other - - - - - - - - - - o Leasehold -Yrs.-remaining
-- o Other - - - - - - - - - -
o Check box If addnlonal schedules reporting investments or real property o Check box if addnional schedules reporting investments or real property
are attached
are attached
Comments:: _ FPPC Form 700 (2003/2004) Sch. A-2
FPPC Toll-Free Helpline: 866/ASK·FPPC
SCHEDULE A-2 CALIFORNIA FORM 700
Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION

of Business Entities/Trusts Name


(Ownership Interest is 10% or Greater) Richard C. Blum

~ 1. BUSINESS ENTIIY OR TRUST ~ 1. BUSINESS ENTIIY OR TRUST

Laurel Inn Associates, L.L.C. Carlton Hotel Properties


Name Name
3701 Buchanan Street, San Francisco, CA 1075 Sutter Street, San Francisco, CA
Address Address

Check one Check one


oTrust, go to 2 ~ Business Entity, complete the bOx, then go to 2 o Trust, go to 2 1&1 Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 ---.1---1_'_ ---.l---l_
o $2,000 - $10,000
0$10,001 - $100,000 0$10,001 - $100,000 ---f---1_ ---.l---1_
ACQUIRED DISPOSED 0$100,001 - $1,000,000 ACQUIRED DISPOSED
0$100,001 - $1,000,000
~ Over $1,000,000 ~ Over $1,000,000

L" L' b'l't C NATURE OF INVESTMENT


o
NATURE OF INVESTMENT
Sole Proprietorship 0 Partnership ~ Imlted la I I Y o.
Other
o Sole Proprietorship ~ Partnership 0-----:0::-----
Other
YOUR BUSINESS POSITION Non-ManaQinQ member YOUR BUSINESS POSITION ....::G:::.:e::..:n..:.:e::..:r-=a::...I..:...P-=a:.:.rt~n:..::e:.:.r _

0$0 - $499 [&J $10,001


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

See attached list (Exhibit D)

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

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

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000
---.1---l_ ---.l---1_
o $2,000 - $10,000
---.l---.l_ ---.l---.l_
0$10,001 - $100,000 0$10,001 - $100,000
ACQUIRED DISPOSED ACQUIRED DISPOSED
0$100,001 - $1,000,000 0$100,001 - $1,000,000
~ Over $1,000,000 ~ Over $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Property OwnershiplDeed of Trust o Stock o Partnership o Property Ownership/Deed of Trust D Stock ~ Partnership

o Leasehold ~ Other Limited Liability Co. o Leasehold 0 Other - - - - - - - - - -


Yrs. remaining Yrs. remaining

o are
Check box if additional schedules reporting investments or real property o are
Check box if addnional schedules reporting investments or real property
attached
attached
Comments: _ FPPC Form 700 (2003/2004) Sch. A-2
FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE A·2 CALIFORNIA FORM 700
Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION

of Business Entities/Trusts Name

(Ownership Interest is 10% or Greater) Richard C. Blum

> 1. BUSINESS ENTITY OR TRUST ' > 1. BUSINESS ENTITY OR TRUST


Blum Family Partners, L.P. Blum Investment Partners, Inc.
Name Name
909 Montgomery Street, San Francisco, CA 909 Montgomery Street, San Francisco, CA
Address Address

Check one Check one


o
Trust, go to 2 IXI Business Entny, complete the box, then go to 2 o
Trust, go to 2 1&1 Business Entny, complete the box, then go to 2

GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION'OF BUSINESS ACTIVITY

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
0$10,001 - $100,000 --.J--.1_ --.J--.1_ ~ $10,001 • $100,000 --.1--.1_ --.J--.1_
o $100,001 • $1,000,000 ACQUIRED DISPOSED 0$100,001 - $1,000,000 ACQUIRED DISPOSED
[g/ Over $1,000,000 Dover $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT


o Sale Proprietorship [g/ Partnership 0 - - - -0Ihef
----- o Sale Proprietorship 0 Partnership [g/ Corporation
0Ihef
YOUR BUSINESS POSITION ...:G::::.e::;n:..:.e::;r:..:a:..:.I-,-P--=a::.:rt..::n~e:::..:r _ YOUR BUSINESS POSITION ...:C::.:h:.:.:a:::i~rm:..:..:.::a=.:n~ _

0$0. $499 o $10,001 - $100,000 0$0. $499 o $10,001 - $100,000


0$500 - $1,000 ~ OVER $100,000 0$500. $1,000 DOVER $100,000
0$1,001 - $10.000 ~ $1,001 • $10,000

> 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF > 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF S10,000 OR MORE ta!t,JC'"' a sl:'p::HJte sheet If necessary\ INCOME OF $10,000 OR MORE (attach a scpmatc shcot ,t nccessa'YI

Interest, dividends and capital gains

from investments in pUblic and private equities

> 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE
BUSINESS ENTITY OR TRUST BUSINESS ENTITY OR TRUST -
Check one box: Check one box:
~ INVESTMENT o REAL PROPERTY ~ INVESTMENT o REAL PROPERTY
See attached list (Exhibit C) See attached list (Exhibit B)
Name of Business Entity Q! Name of Business Entity Q!
Street Address or Assessor's Parcel Number of Real Property Street Address or Assessor's Parcel Number of Real Property

Description of Business Activity Q! Description of Business Activity Q!


Cny or Other Precise Location of Real Property City or Other Precise Location of Real Property

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
o $10,001 - $100,000 --.J__L _
ACQUIRED
--.J---1-:._
DISPOSED
0$10,001 - $100,000 --.J--.1_ ---1--.1_'_
ACQUIRED DISPOSED
0$100,001 - $1,000,000 0$100,001 - $1,000,000
DOver $1,000,000 DOver $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Property OwnershiplDeed of Trust o Stock o Partnership o Property OwnershiplDeed of Trust o Stock o Partnership
o Leasehold
Yrs, remaining
0 Other - - - - - - - - - - o Leasehold
Yrs. remaining
0 Other - - - - - - - - - -

o Check box if addnional schedules reporting investments or real property o Check box if addnlonal schedules reporting investments or real property
are attached
are attached
Comments: _ FPPC Form 700 (2003/2004) Sch. A-2
FPPC Toll-Free Helpline: 866/ASK-FPPC
CALIFORNIA FORM 700
SCHEDULE 8 FAIR POLITICAL PRACTICES COMMISSION

Interests in Real Property Name


Richard C. Blum

> STREET ADDRESS OR PRECISE LOCATION > STREET ADDRESS OR PRECISE LOCATION

30 Presidio Terrace 325 Seadrift


CITY CITY
San Francisco, CA Stinson Beach, CA

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 0$2,000 - $10,000
o $10,001 - $100,000 ~-.-I_--
ACQUIRED
~-.-I_
DISPOSED
0$10,001. $100,000
-.-I__L
ACQUIRED
-.-1-.-1__
DISPOSED
0$100,001 - $1,000,000 0$100,001 - $1,000,000
181Over $1,000,000 ~ Over $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Rental Property ~ Ownership/Deed of Trust 0 Easement o Rental Property ~ Ownership/Deed of Trust 0 Easement

o Leasehold
Yrs. remaining
0 ------::cc-------
Other
o Leasehold 0 _
Yrs. remaining Other

IF RENTAL PROPERTY, GROSS INCOME RECEIVED IF RENTAL PROPERTY, GROSS INCOME RECEIVED

0$0 - $499 0 $500 - $1,000 0 $1,001 • $10,000 0$0 - $499 0 $500 - $1,000 0 $1,001 - $10,000
o $10,001 - $100.000 0 OVER $100,000 0$10,001 - $100,000 0 OVER $100,000

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

NAME OF LENDER NAME OF LENDER

ADDRESS ADDRESS

BUSINESS ACTIVITY OF LENDER BUSINESS ACTIVITY OF LENDER

INTEREST RATE TERM (MonthslYears) INTEREST RATE TERM (MonthslYears)

_ _ _ _% o None _ _ _ _% o None

HIGHEST BALANCE DURING REPORTING PERIOD HIGHEST BALANCE DURING REPORTING PERIOD

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


0$10,001 - $100,000 0 OVER $100,000 0$10,001 - $100,000 0 OVER $100,000

o Guarantor, if applicable o Guarantor, if applicable

Comments: _

FPPC Form 700 (2003/2004) Sch. B


FPPC Toll-Free Helpline: 866/ASK-FPPC
CALIFORNIA FORM 700
SCHEDULE 8 FAIR POLITICAL PRACTICES COMMISSION

Interests in Real Property Name


Richard C. Blum

> STREET ADDRESS OR PRECISE LOCATION > STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill, Apt 3E 180 West Lake Blvd. #229
CITY CITY
San Francisco, CA Tahoe City, CA

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000· $10,000 o $2,000 - $10,000
o $10,001 • $100,000 -ACQUIRED
' - ' - -DISPOSED
'-'- o $10,001 - $100,000 -,-,_-_ -'_1-
ACQUIRED DISPOSED
~ $100,001 • $1,000,000 ~ $100,001 - $1,000,000
DOver $1,000,000 Dover $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Rental Property IZl Ownership/Deed of Trust 0 Easement o Rental Property IZl Ownership/Deed of Trust 0 Easement

o Leasehold
Yrs. remaining
0 ----=:-----
Other
o Leasehold
Yrs. remaining
0 ----=-::-
Other
_

IF RENTAl PROPERTY, GROSS INCOME RECEIVED IF RENTAL PROPERTY, GROSS INCOME RECEIVED
0$0. $499 0 $500 • $1,000 0 $1,001 • $10,000 0$0 - $499 0 $500 - $1,000 0 $1,001 - 510,000

I8J $10,001 • $100,000 0 OVER 5100,000 ~ $10,001 - $100,000 0 OVER 5100,000

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

Claire Brody

NAME OF LENDER NAME OF LENDER

Bank of America
ADDRESS ADDRESS

P.O. Box 35140, Louisville, Kentuky


BUSINESS ACTIVITY OF LENDER BUSINESS ACTIVITY OF LENDER

Financial Institution

INTEREST RATE TERM (MonthslYears) INTEREST RATE TERM (MonthslYears)

4.5
_ _ _ _OL
10
o None
360 Months ---_% o None

HIGHEST BALANCE DURING REPORTING PERIOD HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1,000 0 $1,001 • $10,000 0$500 - $1,000 0 $1,001 • $10,000
o $10,001 - $100,000 1&1 OVER $100,000 o $10,001 - $100,000 0 OVER $100,000

o Guarantor, if applicable o Guarantor, if applicable

Comments: _

FPPC Form 700 (2003/2004) Sch. 8


FPPC Tol/-Free Helpline: 866/ASK·FPPC
CALIFORNIA FORM 700
SCHEDULE B FAIR POLITICAL PRACTICES COMMISSION

Interests in Real Property Name


Richard C. Blum

> STREET ADDRESS OR PRECISE LOCATION > STREET ADDRESS OR PRECISE LOCATION

2930 Neilsen Way, #504


CITY CITY
Santa Monica, CA

FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
o $2,000 - $10,000 o $2,000 - $10,000
o $10,001 - $100,000 -.1-.1_' -.1-.1_.
ACQUIRED DISPOSED
o $10,001 - $100,000 -.1--1_
ACQUIRED
--.1-.1.
DISPOSED
~ $100,001 - $1,000,000 0$100,001 - $1,000,000
DOver $1,000,000 DOver $1,000,000

NATURE OF INTEREST NATURE OF INTEREST


o Rental Properly I8J Ownership/Deed of Trust o Easement o Rental Properly 0 Ownership/Deed of Trust o Easement
o Leasehold --:-:---:--:---
Yrs. remaining
0 - - - -Other
------ o Leasehold
Yrs. remaining
0 --_---:-
Other
_

IF RENTAL PROPERTY, GROSS INCOME RECEIVED IF RENTAL PROPERTY, GROSS INCOME RECEIVED

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

o $10,001 - $100,000 0 OVER $100,000 o $10,001 - $100,000 0 OVER $100,000

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

NAME OF LENDER NAME OF LENDER

ADDRESS ADDRESS

BUSINESS ACTIVITY OF LENDER BUSINESS ACTIVITY OF LENDER

INTEREST RATE TERM (MonthslYears) INTEREST RATE TERM (MonthslYears)

_ _ _ _% o None _ _ _ _% o None

HIGHEST BALANCE DURING REPORTING PERIOD HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1,000 0 $1,001 • $10,000 0$500 - $1,000 0 $1,001 - $10,000

o $10,001 - $100,000 0 OVER $100,000 0$10,001 - $100,000 0 OVER $100,000

o Guarantor, if applicable o Guarantor, if applicable

Comments: _

FPPC Form 700 (2003/2004) 5ch. B


FPPC Toll-Free Helpline: 866/A5K-FPPC
SCHEDULE C
CALIFORNIA FORM 700
I'MR POL\1\CI\L PRI\CilCES COMMISSION
Income & Business Positions
Name
(Income Other than Loans, Gifts, and
Richard C. Blum
Travel Payments)

> NAME OF SOURCE > NAME OF SOURCE


Blum Capital Partners, L.P. Thomson Learning Benefit Plan (formerly NEC)
ADDRESS ADDRESS
909 Montgomery Street, San Francisco, CA 1191 Natorp Blvd., Mason, OH
BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE
Investment Firm
YOUR BUSINESS POSITION YOUR BUSINESS POSITION
Chairman Retired Director
GROSS INCOME RECEIVED GROSS INCOME RECEIVED
o $500 - $1,000 0 $1,001 • $10,000 0$500. $1,000 0 $1,001 - $10,000
0$10,001 - $100,000 ~ OVER $100,000 I8l $10,001 • $100,000 0 OVER $100,000

CONSIDERATION FOR WHICH INCOME WAS 'RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED
IBl Salary 0
Spouse's income Loan repayment 0 o Salary 0
Spouse's income Loan repayment 0
o Sale of
(Property. car, boat, etc,)
o Sale of ------=c:-::;:-:-~~-.,--,------­
(Property. car, boat, etc,)

o Commission or o Rental Income, list each source of $10,000 or more o Commission or o Rental Income, list each source of $10,000 or more

o Other --------;==:;------------ I8l Other Pension


(Describe) (Describe)

> NAME OF SOURCE > NAME OF SOURCE


CB Richard Ellis Group, Inc. (CBRE) (Note 1) Northwest Airlines Corporation
ADDRESS ADDRESS
970 W. 190th Street, Torrance, CA 5101 Northwest Drive, St. Paul, Minnesota
BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE
Commercial Real Estate Commercial Airlines
YOUR BUSINESS POSITION YOUR BUSINESS POSITION
Chairman Member - Board of Directors
GROSS INCOME RECEIVED GROSS INCOME RECEIVED
0$500. $1,000 0 $1,001 • $10,000 0$500 - $1,000 0 $1,001 - $10,000
IBl $10,001 • $100,000 0 OVER $100,000 [81 $10,001 • $100,000 0 OVER $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's Income 0 Loan repayment o Salary 0 Spouse's income 0 Loan repayment

o Sale of (Property, car, boat, ete.)


o Sale of =--.,~__;--:---:--,-------
(Property, car. boat, etc.)

o Commission or o Rental Income, list each source of $10,000 or more o Commission or o Rental Income, list each source of $10,000 or more

[81 Other Directors Fees l&l Other Travel Allowance


(Describe) (Describe)

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

FPPC Form 700 (2003/2004) 5ch. C


FPPC Toll-Free Helpline: 866/A5K·FPPC
SCHEDULE C CALIFORNIA FORM 700
FAIR POl.ITICAl PRACTICES COMMISSION
Income & Business Positions
Name
(Income Other than Loans, Gifts, and
Travel Payments) Richard C. Blum

> NAME OF SOURCE > NAME OF SOURCE


CDP- Concord Egyptian Direct Investment Fund Ltd. URS Corporation (Note 1)
ADDRESS ADDRESS
St. Julian's Avenue, St. Peter Port, Germany 100 California Street, San Francisco, CA
BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE
Member - Board of Directors Provider of Engineering Services
YOUR BUSINESS POSITION YOUR BUSINESS POSITION
Director
GROSS INCOME RECEIVED GROSS INCOME RECEIVED
0$500 • $1,000 0 $1,001 - $10,000 0$500 - $1,000 0 $1,001 - $10,000
!81 $10,001 - $100,000 0 OVER $100,000 !81 $10,001 - $100,000 0 OVER $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's income 0 Loan repayment o Salary 0 Spouse's income 0 Loan repayment
o Sale of - - - =-:-::-::,..-.,---.:-=---,-,...,-
(Properly. car, boat, etc.)
_ o Sale of ;=---,_--,.-,---,-.,--
elc.)
_
(Properly, car, boat,

o Commission or o Rental Income, list each source of $10,000 or more o Commission or o Rental Income, lisl each source of $10,000 or more

!81 Other Board Member Compensation !81 Other Board Member Compensation
(Describe) (Describe)

> NAME OF SOURCE > NAME OF SOURCE


Playtex Products, Inc.
ADDRESS ADDRESS
300 Nayala Farns, Westport, Connecticut
BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE
Manufacturer/Distributor of consumer products
YOUR BUSINESS POSITION YOUR BUSINESS POSITION

Member - Board of Directors


GROSS INCOME RECEIVED GROSS INCOME RECEIVED
o $500 • $1,000 0 $1,001 • $10,000 0$500 - $1,000 0 $1,001 - $10,000
o $10,001 - $100,000 0 OVER $100,000 0$10,001 - $100,000 0 OVER $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0
Spouse's Income Loan repayment 0 o Salary 0 Spouse's income 0 Loan repayment

o Sale of (Property, car, boat, etc.)


o Sale of ------==c-::::-;:-:-::;-~-,-----­
(Property, car, boa/, ele.)

o Commission or 0 Rental Income, list each source of $10,000 or more o Commission or o Rental Income, lisl each source of $10,000 or more

o Other ---------,~-::-~-------­
(Describe)
o Other - - - - - - - - ; ; : : - : - : - : ; ; - - ; - - - - - - - - - -
(Describe)

Comments: (Note 1) The Board member compensation from URS was paid by Mr. Blum to investment management
clients of Blum Capital Parters, L.P.

FPPC Form 700 (2003/2004) Sch. C


FPPC Toll-Free Helpline: 866/ASK-FPPC
Richard C. Blum
California Form 700
Assuming Office/Initial
Schedule A-2
Investments, 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 Description of Business Income

Dominion Nuclear Connecticut, Inc. NDT Administrative and investment management fees
Virginia Electric and Power Co. NDT Administrative and investment management fees
Carpenters Pension Trust for Southern California Administrative and investment management fees
The Common Fund Administrative and investment management fees
The Benefits Connection Group Administrative and investment management fees
United Brotherhood of Carpenters Administrative and investment management fees
BK Capital Partners IV, L.P. Investment manage1l1ent fees, dividends, interest and capital gains
RCBA KCI Capital Partners, L.P. Investment management fees, dividends, interest and capital gains
Richard C. Blum & Associates - NWA Partners, L.P. Dividends, interest and capital gains
Blum Strategic Partners, L.P. Investment management fees, dividends, interest and capital gains
Blum Strategic Partners II, L.P. Investment management fees, interest and capital gains
Stinson Capital Partners, L.P. Investment management fees, dividends, interest and capital gains
Stinson Capital Partners II, L.P. Investment management fees, dividends, interest and capital gains
Stinson Capital Partners III, L.P. Investment management fees, dividends, interest and capital gains
Stinson Capital Fund (Cayman), Ltd. Investment management fees, dividends, interest and capital gains
BLUM (K*TEC) Co-Investment Partners, L.P. Investment management fees
Blum Strategic Equity, L.L.C. Capital gains, interest and dividends
Blum Strategic Equity II, L.L.C. Capital gains, interest and dividends
Blum Strategic GP, L.L.C. Capital gains, interest and dividends
Blum Strategic GP II, L.L.C. Capital gains, interest and dividends
Blum Strategic GP II (Cayman), L.L.c. Capital gains, interest and dividends
TPG Associates III, L.P. Capital gains, interest and dividends
Northwest Airlines Corporation Capital gains
Newbridge Capital Investment management fees
TAG Aviation USA, Inc. Airplane charter revenue
Intiutive Surgical Capital gains
ChrysCap I, L.L.C. Capital gains, interest and dividends
Stinson Capital Partners D, LP Investment management fees
Stinson Capital Partners M, LP Investment management fees
Stinson Capital Partners QP, LP Capital gains, interest and dividends
Blum GC L.P. Capital gains, interest and dividends
Blum GA L.L.C Capital gains, interest and dividends
Blum Strategic II GmbH & KG Capital gains, interest, dividends & management fees
RCBA Strategic KFB, LP Capital gains, interest, dividends & management fees

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

Blum Capital Partners, L.P.

Name of Business Entity Description of business activity Fair Market Value Nature ofInterest

BK Capital Partners IV, L.P. Investment partnership $100,001 - $1,000,000 Partnership


RCBA Playtex, L.P. Investment partnership $10,001 - $100,000 Partnership
RCBA KCI Capital Partners, L.P. Investment partnership Over $1,000,000 Partnership
PB Capital Partners, L.P. Investment partnership Over $1,000,000 Partnership
RCBA LAF Equity Partners, L.L.C. Investment company $100,001 - $1,000,000 Limited Liability Co.
RCBA Newbridge LAF, L.L.C. Investment company $100,001 - $1,000,000 Limited Liability Co.
Blum Strategic Equity, L.L.C. Investment company $10,001 - $100,000 Limited Liability Co.
Blum Strategic GP, L.L.C. Investment company $10,001 - $100,000 Limited Liability Co.
RCBA GP (Cayman) Co., Ltd. Investment company $2,000 - $10,000 Corporation
Stinson Capital Partners, L.P. Investment partnership Over $1,000,000 Partnership
Stinson Capital Partners II, L.P. Investment partnership $10,001 - $100,000 Partnership
Stinson Capital Partners III, L.P. Investment partnership $10,001 - $100,000 Partnership
Blum G. C., L.P. Investment partnership $100,001 - $1,000,000 Partnership
BLUM GA, L.L.C. Investment company Over $1,000,000 Limited Liability Co.
BLUM GA III, L.L.C. Investment company $10,001 - $100,000 Limited Liability Co.
BLUM GA Equity III, L.L.C. Investment company Over $1,000,000 Limited Liability Co.
ChrysCap I, L.L.C. Investment company $100,001 - $1,000,000 Limited Liability Co.
TPG LAF Equity, L.P. Investment partnership S10,001 - S100,000 Partnership
TPG Associates III, L.P. Investment partnership Over $1,000,000 Partnership
Tarrant Venture Partners, L.P. Investment partnership $10,001 - $100,000 Partnership
Lat Am GP, L.P. Investment partnership $10,001 - $100,000 Partnership
Northwest Airlines Corporation Commercial airline Over SI,OOO,OOO Stock
Perini Corporation Construction $10,001 - S100,000 Stock
Playtex Products, Inc. Consumer products $100,001 - $1,000,000 Stock
Kinetic Concepts, Inc. Medical Products $10,001 - $100,000 Stock
Stinson Capital Partners D, L.P. Investment partnership $10,001 - $100,000 Partnership
Stinson Capital Partners M, L.P. Investment partnership $100,001 - $1,000,000 Partnership
Stinson Capital Partners QP, L.P. InvestmeQt partnership Over $1,000,000 Partnership

EXHIBIT B
Richard C. Blum
California Form 700
Assuming Office/Initial
Schedule A-2
Investments, Income, and Assets of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
December 31, 2003

Blum Family Partners, L.P.

Name of Business Entity Description of business activity Fair Market Value Nature of Interest

AEOW 2000, L.P. Investment partnership $10,001 - $100,000 Partnership


American Global Resources, L.L.C. Investment company $100,001 - $1,000,000 Limited Liability Co.
Central Station Land, L.L.c. Real estate investments $100,001 - $1,000,000 Limited Liability Co.
Consortium on Reading Excellence, Inc. Education $10,001 - $100,000 Common Stock
ChrysCapital II, L.L.C. Investment company $100,001 - $1,000,000 Limited Liability Co.
Francisco Partners, L.P. Investment partnership $100,001 - $1,000,000 Partnership
KFB Newbridge Genpar, LP Investment partnership $100,001 - $1,000,000 Partnership
NWA Common Stock Commercial Airlines Over $1,000,000.00 Common Stock
Social Enterprises, Inc. Philanthropic Investment $10,001 - $100,000 Common Stock
Stinson Capital Partners, L.P. Investment partnership $100,001 - $1,000,000 Partnership
Thayer Hotel Investments III, L.L.C. Hotel investment $100,001 - $1,000,000 Limited Liability Co.
ValueAct Capital Partners, L.P. Investment partnership $10,001 - $100,000 Partnership
Astar Air Cargo Holdings Airline Cargo Over $1,000,000.00 Limited Liability Co.
NB Hanaro Partners II, LP Investment partnership Over $1,000,000.00 Partnership
RCBA-KCI Capital Partners, L.P. Investment partnership $100,001 - $1,000,000 Partnership
Stinson Capital Partners QP, L.P. Investment partnership $100,001 - $1,000,000 Partnership
Strange Collective L.L.C. Investment company $10,001 - $100,000 Limited Liability Co.

Blum Investment Partners, Inc.

Name of Business Entity Description of business activity Fair Market Value Nature of Interest

Blum G.C., L.P. Investment partnership $1,001 - $10,000 Partnership


Blum G.A., L.P. Investment partnership $10,001 - $100,000 Partnership
Blum G.A. III, L.P. Investment partnership $1,001 - $10,000 Partnership
Blum G.A. Equity III, L.P. Investment partnership $10,001 - $100,000 Partnership

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

Carlton Hotel

Name of Income Source Description of Business Income

ALASKA AIRLINES Hotel services


ALLIED/TPRO TOURS Hotel services
AMERICAN AIRLINES VACATIONS Hotel services
CONNECTIONS WORLDWIDE Hotel services
COSMOS Hotel services
EXPEDIA/TRAVELSCAPE.COM Hotel services
FUN SUN VACATIONS Hotel services
HOLIDAY NETWORK Hotel services
HOTEL RESERVATION NETWORK Hotel services
HOTELS.COM Hotel services
KUONI Hotel services
MARK TRAVEL CORP Hotel services
ORBITZ.COM Hotel services

EXHIBIT 0

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