Filing ID #10019672

f inancial D iScloSure r eport
Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515

filer information
name:

Kimberlin Brown Pelzer

Status:

Congressional Candidate

State/District:

CA36

filing information
filing type:

Candidate Report

filing year:

2018

filing Date:

01/9/2018

ScheDule a: aSSetS anD "unearneD" income
asset

Action Beach Inc

owner Value of asset income
type(s)

income

income

current year to
filing

preceding year

JT

$15,001 - $50,000

$15,001 $50,000

$1,000,001 $5,000,000

Interest

LoCATIoN: san Diego, CA, Us
DEsCRIPTIoN: The company operates out of 7 locations, renting equipment for beach, water and land activities.

Callaway Golf Company (ELY)

JT

$1,001 - $15,000

Dividends

$1 - $200

$1 - $200

Charles schwab (Cash)

JT

$1,001 - $15,000

Interest

$1 - $200

$1 - $200

Charles schwab sEP IRA ⇒
AIG Focused Dividend strategy Fund
(FDsAX)

sP

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Alger Cap Appreciation (ACAAX)

sP

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Blackrock Commodity strategies Fund
(BCsAX)

JT

$1 - $1,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Columbia small Cap Index (NMsAX)

sP

$1,001 - $15,000

Tax-Deferred

 asset

owner Value of asset income
type(s)

Charles schwab sEP IRA ⇒
First Ealgle Global Fund (sGENX)

sP

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
FMI International Fund (FMIJX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Gateway Fund (GATEX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Harbor Midcap Value (HIMVX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Janus Henderson short (JAsBX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
JP Morgan Equity Income (oIEIX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Lazard Intl small Cap (LZsMX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Madison Mid Cap Fund (GTsGX)

sP

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
MFs Global Realestate Fund (MGLAX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Neuberger Berman Genesis (NBGNX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Nicholas Fund (NICsX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
oakmark Fund (oAKMX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Parametric Emerging Markets (EAEMX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Parnassus Midcap Fund (PARMX)

sP

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒

JT

$1,001 - $15,000

Tax-Deferred

income

income

current year to
filing

preceding year

 asset

owner Value of asset income
type(s)

income

income

current year to
filing

preceding year

$15,001 - $50,000

$15,001 $50,000

$1,001 - $2,500

$1,001 - $2,500

TCW Emerging Markets Income Fund
(TGINX)
Charles schwab sEP IRA ⇒
Templeton Global (TGTRX)

JT

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Van Eck Emerging Markets Fund
(GBFAX)

sP

$1,001 - $15,000

Tax-Deferred

Charles schwab sEP IRA ⇒
Virtus seix Core BD (sTIGX)

JT

$1,001 - $15,000

Tax-Deferred

Circle s Inc

JT

$1,000,001 $5,000,000

salary

LoCATIoN: san Diego, CA, Us
DEsCRIPTIoN: The company operates markets, fuel docks and various sports fishing related interest.

Finn Mccool Linq, LLC, 1% Interest

JT

$15,001 - $50,000 partial ownership
income

LoCATIoN: Rancho santa Fe, CA, Us
DEsCRIPTIoN: A California LLC in the restaurant industry.
* Asset class details available at the bottom of this form.

ScheDule c: earneD income
Source

type

amount

amount

current year to
filing

preceding year

Bell Phillip TV Productions Inc

Acting salary

$111,331.50

N/A

Circle s Inc.

salary

$46,000.00

$20,000.00

Circle s Inc.

spouse's salary

$13,846.00

$22,000.00

Action Beach Inc

salary

$46,000.00

$80,000.00

Action Beach Inc

spouse's salary

$.00

$22,000.00

ScheDule D: liabilitieS
owner creditor

Date incurred type

amount of
liability

JT

June 2011

$15,001 - $50,000

Us Bank

Home Equity Line of Credit

 ScheDule e: poSitionS
position

name of organization

President

Circle s Inc

Vice President

Action Beach Inc

ScheDule f: agreementS
None disclosed.

ScheDule J: compenSation in exceSS of $5,000 paiD by one Source
None disclosed.

ScheDule a aSSet claSS DetailS
Charles schwab sEP IRA (owner: JT)
DEsCRIPTIoN: Kimberlin Brown Pelzer's primary account
Charles schwab sEP IRA (owner: sP)
DEsCRIPTIoN: Gary Pelzer's account.

excluSionS of SpouSe, DepenDent, or truSt information
trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not
be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?

j Yes n
k
l
m
n
i No
j
k
l
m
exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or
dependent child because they meet all three tests for exemption?

j Yes n
k
l
m
n
i No
j
k
l
m

certification anD Signature
b I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the
c
d
e
f
g
best of my knowledge and belief.
Digitally Signed: Kimberlin Brown Pelzer , 01/9/2018