Loading...
HomeMy WebLinkAboutMarx - Form 460_2024-09-21_1st Pre Election Statement for Period of 2024-07-01 to 2024-09-21_Redacted4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. By Signature of Treasurer or Assistant Treasurer By Signature of Controlling Officeholder, Candidate, State Measure Proponent or Responsible Officer of Sponsor By Signature of Controlling Officeholder, Candidate, State Measure Proponent By Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on Date Executed on Date Executed on Date Executed on Date SEE INSTRUCTIONS ON REVERSE Date of election if applicable: (Month, Day, Year) Recipient Committee Campaign Statement Cover Page For Official Use Only Page of COVER PAGE CALIFORNIA FORM Date Stamp 3. Committee Information COMMITTEE NAME (OR CANDIDATE’S NAME IF NO COMMITTEE) MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX Statement covers period from through (Government Code Sections 84200-84216.5) 1. Type of Recipient Committee: All Committees – Complete Parts 1, 2, 3, and 4. STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Treasurer(s) NAME OF TREASURER NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE 460 CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS I.D. NUMBER 2. Type of Statement: Preelection Statement Semi-annual Statement Termination Statement (Also file a Form 410 Termination) Amendment (Explain below) Quarterly Statement Special Odd-Year Report Supplemental Preelection Primarily Formed Ballot Measure Committee Controlled Sponsored (Also Complete Part 6) Officeholder, Candidate Controlled Committee State Candidate Election Committee Recall (Also Complete Part 5) Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) General Purpose Committee Sponsored Small Contributor Committee Political Party/Central Committee Statement - Attach Form 495 www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 1 16 07/01/2024 09/21/2024 11/05/2024 X X 1469002 Jan Marx for City Council 2024 San Luis Obispo CA 93405 janmarx@stanfordalumni.org Gregory Griffin San Luis Obispo CA 93401 (805)543-2679 tygrif@gmail.com 09/21/2024 Gregory Griffin 09/21/2024 Jan Marx E-Filed 09/21/2024 16:13:28 Filing ID: 212128953 Page of COVER PAGE - PART 2 CALIFORNIA FORM Recipient Committee Campaign Statement Cover Page — Part 2 460 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Related Committees Not Included in this Statement:List any committees not included in this statement that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. NAME OF TREASURER COMMITTEE NAME YES NO I.D. NUMBER CONTROLLED COMMITTEE? COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP NAME OF TREASURER COMMITTEE NAME YES NO I.D. NUMBER CONTROLLED COMMITTEE? COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE DISTRICT NO. IF ANY Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD JURISDICTION SUPPORT OPPOSE BALLOT NO. OR LETTER 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD OFFICE SOUGHT OR HELD SUPPORT OPPOSE SUPPORT OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE Attach continuation sheets if necessary NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 2 16 Jan Marx City Council Member: City of San Luis Obispo San Luis Obispo CA 93405 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Campaign Disclosure Statement Summary Page Page of Amounts may be rounded to whole dollars. I.D. NUMBER Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 13. Cash Receipts ................................................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ........................... Schedule I, Line 4 15. Cash Payments.................................................. Column A, Line 8 above 16.ENDING CASH BALANCE ..........Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. CALIFORNIA FORM SUMMARY PAGE Expenditures Made 6. Payments Made....................................................... Schedule E, Line 4 $$ 7. Loans Made............................................................. Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 $$ 9. Accrued Expenses (Unpaid Bills) ...............................Schedule F, Line 3 10. Nonmonetary Adjustment ..........................................Schedule C, Line 3 11. TOTAL EXPENDITURES MADE ................................Add Lines 8 + 9 + 10 $$ 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents........................................ See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ Contributions Received 1. Monetary Contributions ........................................... Schedule A, Line 3 $$ 2. Loans Received ...................................................... Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $$ 4. Nonmonetary Contributions .................................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3 + 4 $$ 460Statement covers period from through Column B CALENDAR YEAR TOTAL TO DATE Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 7/1 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates *Amounts in this section may be different from amounts reported in Column B. Date of Election (mm/dd/yy) Total to Date 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last report. Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). // // $ $ www.netfile.com FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov 3 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 8,140.00 13,515.00 0.00 5,000.00 8,140.00 18,515.00 150.00 150.00 8,290.00 18,665.00 2,588.48 3,139.84 0.00 0.00 2,588.48 3,139.84 0.00 0.00 150.00 150.00 2,738.48 3,289.84 9,823.64 8,140.00 0.00 2,588.48 15,375.16 0.00 0.00 5,000.00 Schedule A Monetary Contributions Received Page of Amounts may be rounded to whole dollars. PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER SCHEDULE A SUBTOTAL $ CALIFORNIA FORM Statement covers period from through Schedule A Summary 1. Amount received this period – itemized monetary contributions. (Include all Schedule A subtotals.) ........................................................................................................ $ 2. Amount received this period – unitemized monetary contributions of less than $100 ............................. $ 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.).......................TOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC 460 IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 4 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 07/02/2024 Gary Felsman San Luis Obispo, CA 93401 X Retired Retired 100.00 100.00 07/06/2024 Regina Kirk San Luis Obispo, CA 93401 X Retired Retired 100.00 100.00 07/16/2024 Plumbers & Steamfitters Local Union 403 San Luis Obispo, CA 93401 X 250.00 250.00 07/22/2024 Bruce Gibson for Supervisor 2026 (ID# 1465511) Cayucos, CA 93430 X 100.00 100.00 07/22/2024 James Gardiner San Luis Obispo, CA 93405 X Retired Retired 100.00 100.00 650.00 6,550.00 1,590.00 8,140.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 5 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 07/23/2024 Nicole Mullikin San Luis Obispo, CA 93405 X Attorney Law Office of Nicole G. Mullikin 100.00 100.00 07/24/2024 Larry Allen San Luis Obispo, CA 93401 X Retired Retired 100.00 100.00 07/28/2024 Patricia Harris San Luis Obispo, CA 93401 X Retired Retired 100.00 100.00 07/29/2024 Bruce Richard San Luis Obispo, CA 93401 X Retired Retired 250.00 250.00 07/30/2024 Amena Atta-Roalman San Luis Obispo, CA 93401 X Retired Retired 100.00 100.00 650.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 6 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 07/30/2024 George Cotkin San Luis Obispo, CA 93401 X Retired Retired 100.00 200.00 07/30/2024 Elaine Genasci San Luis Obispo, CA 93405 X Retired Retired 100.00 100.00 07/30/2024 Marta Peluso San Luis Obispo, CA 93401 X Retired Retired 100.00 200.00 07/30/2024 Sandra Rowley San Luis Obispo, CA 93401 X Retired Retired 250.00 250.00 07/30/2024 Allen Settle San Luis Obispo, CA 93405 X Professor Cal Poly 100.00 225.00 650.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 7 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 07/30/2024 Kathleen Settle San Luis Obispo, CA 93405 X Retired Retired 100.00 225.00 07/30/2024 Rosemary Wilvert San Luis Obispo, CA 93405 X Retired Retired 100.00 100.00 07/30/2024 Chad Worth San Luis Obispo, CA 93405 X Sustainability Manager Cal Poly 100.00 100.00 07/31/2024 Kara Woodruff San Luis Obispo, CA 93401 X District Director California State Senate 250.00 250.00 08/05/2024 Linda Halisky San Luis Obispo, CA 93401 X Retired Retired 250.00 250.00 800.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 8 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 08/05/2024 International Brotherhood of Electrical Workers, Local Union #639 San Luis Obispo, CA 93401 X 250.00 250.00 08/11/2024 Linda Seifert San Luis Obispo, CA 93405 X Retired Retired 250.00 250.00 08/12/2024 Mary Matakovich Avila Beach, CA 93424 X Harbor Commissioner Port San Luis Harbor District 50.00 100.00 08/12/2024 Jimmy Paulding Arroyo Grande, CA 93421 X County Supervisor San Luis Obispo County 100.00 100.00 08/12/2024 Debra Stakes Los Osos, CA 93402 X Retired Retired 100.00 100.00 750.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 9 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 08/23/2024 Diane Clausen San Luis Obispo, CA 93401 X Retired Retired 100.00 100.00 08/24/2024 Lauren Brown San Luis Obispo, CA 93401 X Retired Retired 150.00 150.00 08/25/2024 Barrie Cleveland San Luis Obispo, CA 93405 X Retired Retired 50.00 250.00 09/02/2024 Joel Diringer San Luis Obispo, CA 93401 X Consultant Diringer & Associates 100.00 100.00 09/04/2024 Democrats of San Luis Obispo Club (ID# 1397816) San Luis Obispo, CA 93406 X 250.00 250.00 650.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 10 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 09/04/2024 Don Ernst San Luis Obispo, CA 93401 X Attorney Ernst Law Group 250.00 250.00 09/04/2024 Barry Price San Luis Obispo, CA 93401 X Retired Retired 125.00 125.00 09/04/2024 Dona Price San Luis Obispo, CA 93401 X Retired Retired 125.00 125.00 09/04/2024 SLO County Democratic Party (ID# 742552) Sacramento, CA 95841 X 250.00 250.00 09/04/2024 Eric Veium San Luis Obispo, CA 93401 X Energy Consultant Self 100.00 100.00 850.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 11 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 09/04/2024 William Walker Hidden Valley Lake, CA 95467 X Physician Contra Costa Health 250.00 250.00 09/06/2024 Prashant Patel San Luis Obispo, CA 93405 X Entrepreneur SLO Hospitality 250.00 250.00 09/07/2024 Janine Rands San Luis Obispo, CA 93401 X Retired Retired 100.00 100.00 09/08/2024 Dan Silver Los Angeles, CA 90012 X Administrator Endangered Habitats League 50.00 150.00 09/09/2024 Martha Lindholm San Luis Obispo, CA 93406 X Organist St Stephen's Episcopal Church 100.00 100.00 750.00 Page of Amounts may be rounded to whole dollars. NAME OF FILER Schedule A (Continuation Sheet) Monetary Contributions Received I.D. NUMBER SCHEDULE A (CONT.) Statement covers period from through CALIFORNIA FORM 460 PER ELECTION TO DATE (IF REQUIRED) CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) AMOUNT RECEIVED THIS PERIOD IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DATE RECEIVED SUBTOTAL $ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER)CONTRIBUTOR CODE * *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 12 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 09/12/2024 David Cox San Luis Obispo, CA 93405 X Retired Retired 100.00 100.00 09/13/2024 Joe Marx Ketchum, ID 83340 X Contractor Self 200.00 200.00 09/20/2024 Larry Inchausti San Luis Obispo, CA 93401 X Retired Retired 125.00 125.00 09/20/2024 Linda Inchausti San Luis Obispo, CA 93401 X Retired Retired 125.00 125.00 09/20/2024 Shatter PAC (ID# 1439036) Sacramento, CA 95841 X 250.00 250.00 800.00 IND COM OTH PTY SCC Statement covers period from through I.D. NUMBER SCHEDULE B - PART 1 Amounts may be rounded to whole dollars. Schedule B – Part 1 Loans Received Page of SUBTOTALS $ SEE INSTRUCTIONS ON REVERSE NAME OF FILER CALIFORNIA FORM 460 $$ IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) INTEREST PAID THIS PERIOD CUMULATIVE CONTRIBUTIONS TO DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) ORIGINAL AMOUNT OF LOAN OUTSTANDING BALANCE BEGINNING THIS PERIOD AMOUNT RECEIVED THIS PERIOD AMOUNT PAID OR FORGIVEN THIS PERIOD OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (b)(c)(e) $ DATE INCURRED (Enter (e) on Schedule E, Line 3) CALENDAR YEAR $ PER ELECTION $ % RATE $ *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. Schedule B Summary 1. Loans received this period .................................................................................................................... $ (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period ......................................................................................................... $ (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.)...............................................................NET $ Enter the net here and on the Summary Page, Column A, Line 2.(May be a negative number) (a)(d) $$ (f)(g) PAID $ FORGIVEN $ $ DATE DUE $ $ DATE INCURRED CALENDAR YEAR $ PER ELECTION $ % RATE $$$ PAID $ FORGIVEN $ $ DATE DUE $ DATE INCURRED CALENDAR YEAR $ PER ELECTION $ % RATE $$$ PAID $ FORGIVEN $ $ DATE DUE IND COM OTH PTY SCC IND COM OTH PTY SCC * ** ** ** † † † †Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 13 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 Jan Marx San Luis Obispo, CA 93405 X Retired Retired 5,000.00 0.00 0.00 0.00 5,000.00 12/01/2024 0 0.00 5,000.00 05/03/2024 5,000.00 G2024 5,000.00 0.00 0.00 5,000.00 0.00 0.00 0.00 0.00 Schedule C Nonmonetary Contributions Received I.D. NUMBER Attach additional information on appropriately labeled continuation sheets. CUMULATIVE TO DATE CALENDAR YEAR (JAN 1 - DEC 31) AMOUNT/ FAIR MARKET VALUE PER ELECTION TO DATE (IF REQUIRED) DATE RECEIVED Amounts may be rounded to whole dollars. DESCRIPTION OF GOODS OR SERVICES SCHEDULE C Page of SEE INSTRUCTIONS ON REVERSE NAME OF FILER Schedule C Summary 1. Amount received this period – itemized nonmonetary contributions. (Include all Schedule C subtotals.)..................................................................................................................... $ 2. Amount received this period – unitemized nonmonetary contributions of less than $100 .................................... $ 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ......................TOTAL $ Statement covers period from through SUBTOTAL $ IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IND COM OTH PTY SCC CALIFORNIA FORM 460 IND COM OTH PTY SCC IND COM OTH PTY SCC IND COM OTH PTY SCC *Contributor Codes IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee www.netfile.com FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 14 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 08/12/2024 David Blakely San Luis Obispo, CA 93405 X Retired Retired Food for reception 150.00 200.00 150.00 150.00 0.00 150.00 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Schedule E Payments Made Page of CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID SUBTOTAL $ Amounts may be rounded to whole dollars. I.D. NUMBER Statement covers period from through SCHEDULE E RAD radio airtime and production costs RFD returned contributions SAL campaign workers’ salaries TEL t.v. or cable airtime and production costs TRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration WEB information technology costs (internet, e-mail) MBR member communications MTG meetings and appearances OFC office expenses PET petition circulating PHO phone banks POL polling and survey research POS postage, delivery and messenger services PRO professional services (legal, accounting) PRT print ads Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.).............................................................................................................. $ 2. Unitemized payments made this period of under $100 .......................................................................................................................................... $ 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).)............................................................................... $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) .............................TOTAL $ CMP campaign paraphernalia/misc. CNS campaign consultants CTB contribution (explain nonmonetary)* CVC civic donations FIL candidate filing/ballot fees FND fundraising events IND independent expenditure supporting/opposing others (explain)* LEG legal defense LIT campaign literature and mailings NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CALIFORNIA FORM 460 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) www.netfile.com www.fppc.ca.gov FPPC Form 460 (Jan/2016) 15 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 Practical Image Framingham, MA 01702 PRT Paid to: Barclays Bank, 1215 South West St., Wilmington, DE 19801 778.84 Union Graphics, LLC Sun Valley, CA 91352 LIT Remittance envelopes 408.25 Kiko Restaurant San Luis Obispo, CA 93401 FND Fundraiser. Paid to: Barclays Bank, 1215 South WestSt., Wilmington, DE 19801 446.73 1,633.82 2,254.00 334.48 0.00 2,588.48 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID SUBTOTAL $ Statement covers period from through SCHEDULE E (CONT.) Amounts may be rounded to whole dollars.Payments Made SEE INSTRUCTIONS ON REVERSE Page of I.D. NUMBER NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CALIFORNIA FORM 460 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. * Payments that are contributions or independent expenditures must also be summarized on Schedule D. RAD radio airtime and production costs RFD returned contributions SAL campaign workers’ salaries TEL t.v. or cable airtime and production costs TRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration WEB information technology costs (internet, e-mail) MBR member communications MTG meetings and appearances OFC office expenses PET petition circulating PHO phone banks POL polling and survey research POS postage, delivery and messenger services PRO professional services (legal, accounting) PRT print ads CMP campaign paraphernalia/misc. CNS campaign consultants CTB contribution (explain nonmonetary)* CVC civic donations FIL candidate filing/ballot fees FND fundraising events IND independent expenditure supporting/opposing others (explain)* LEG legal defense LIT campaign literature and mailings FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) NAME OF FILER www.netfile.com Schedule E (Continuation Sheet) www.fppc.ca.gov FPPC Form 460 (Jan/2016) 16 16 07/01/2024 09/21/2024 Jan Marx for City Council 2024 1469002 Martin Hoswell San Luis Obispo, CA 93405 WEB Web services 100.00 San Luis Obispo Chamber of Commerce San Luis Obispo, CA 93401 MTG Paid to: Barclays Bank, 1215 South West St., Wilmington, DE 19801 249.00 San Luis Obispo Chamber of Commerce San Luis Obispo, CA 93401 MBR Paid to: Barclays Bank, 1215 South West St., Wilmington, DE 19801 150.00 Stripe, Inc. South San Francisco, CA 94080 WEB Credit card fees 121.18 620.18