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HomeMy WebLinkAboutJan Marx - Mayor - Form 460 - 2nd Pre-Election Statement - 10-22-14Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from 10/1/2014 through 10/18/2014 1. Type of Recipient Committee: All Committees – Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Ballot Measure Committee Q State Candidate Election Committee Q Primarily Formed 0 Recall O Controlled (Also Complete Part 5) Q Sponsored ❑ General Purpose Committee (Also complete Part 6) O Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I D. NUMBER COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Jan Marx for Mayor 2014 STREET ADDRESS (NO P.O. BOX) 265 Albert Drive CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93405 805 - 541 -2716 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX PO Box 165 CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93406 OPTIONAL: FAX / E -MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best certify under penalty of perjury under the laws of the State of California that the foregoing is Executed on X f 21 — I By Cate Executed on ! 2, Z / Lf By Date Date of election if applicable: (Month, Day, Year) COVER PAGE Data Stamp OCT 22 2014 I Page 1 of -I For Official Use Only 11/4/2014 2. Type of Statement: ❑ Preelection Statement © Quarterly Statement ❑ Semi - annual Statement ❑ Special Odd -Year Report ❑ Termination Statement ❑ Supplemental Preelection ❑ Amendment (Explain below) Statement - Attach Form 495 Treasurer(s) NAME OF TREASURER Gregory Ty Griffin MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obipso CA 93406 NAMt OF ASSISIANI - IREASURER, IF ANY Jan Marx MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93406 OPTIONAL: FAX 1 E-MAIL ADDRESS ;y knowledge the information contained herein and in the attached schedules is true and complete. I and corre FA All zm�t Sisat atT s rorASSisffirRFeeasurer Executed on D By """ ata Signature at Controling Olfioeholder, Candidate, State Measure Proponent Executed on B FPPC Form 460 (June /01) Data y Signature of Controtlalg 171Tcehoder, Ganddate, S4tc ivieasure rroponent FPPC Toll -Free Helpllne: 866 1ASK -FPPC State of California Recipient Committee Type or print in ink. COVERPAGE -PART2 Campaign Statement CALIFORNIA Cover Page — Part 2 FORM 464 Page ?— of _7 5. Officeholder or Candidate Controlled Committee 6. Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Jan Marx OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT Mayor of the City of San Luis Obispo [] OPPOSE RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. 265 Albert Drive San Luis Obispo CA 93405 NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT 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 OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7. Primarily Formed Committee List names of officeholders) or candidate(s) for ❑ YES which this committee is primarily formed. ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODEIPHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ,�] SUPPORT [,I OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODEIPHONE Attach continuation sheets if necessary FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC State of California Campaign Disclosure Statement Type or print in ink. Amounts may be rounded Summary Page to whole dollars. Statement covers period from October 1, 2014 SUMMARY PAGE SEE INSTRUCTIONS ON REVERSE 1 through October 18, 2014 Page _? of _. Z NAME OF FILER 6. Payments Made ........................ ............................... Schedule E, Line 4 $ I.D. NUMBER Jan Marx for Mayor 2014 Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ..... ............................... AddLines6 +7 $ 1364038 Contributions Received Schedule F Line 3 Column A Column B Calendar Year Summary for Candidates 0 11. TOTAL EXPENDITURES MADE ................................ TOTALTHISPERIOD (FROM ATTACHED SCHEDULES) CALENDARYEAR TOTALTODATE Running In Both the State Primary and g ma ry L' o General Elections 1. Monetary Contributions ...,...,.... ............................... Schedule A, Line 3 $ $ 2. Loans Received ....................... ............................... Schedule B, Line 3 � � 4 ego � 111 through 6130 711 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ 3 O $ L-) 4 20. Contributions D � Received $ $ 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 +4 $ L13 O $ 11, Q 13 Made $ $ Expenditures Made 6. Payments Made ........................ ............................... Schedule E, Line 4 $ 0 7. Loans Made .............................. ............................... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ..... ............................... AddLines6 +7 $ 6) 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 0 10. Nonmonetary Adjustment ........... ............................... Schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8 +9 +10 $ 0 Current Cash Statement Sys 12. Beginning Cash Balance ..... .... _............ Previous Summary Page, Line 16 $ U 13. Cash Receipts .................... ............................... Column A, Line 3above q 3 o 14. Miscellaneous Increases to Cash.. ............ schedule 1, Line 4 0 15. Cash Payments,.. ...... . ........ ............................... Column A, Line 8 above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 0 ' If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED.. ........................ . Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts D 18. Cash Equivalents . ...... .. ............................... See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line gin Column B above $ $ pis $ _ 1 1 10 $ ID 5-:1-14 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). Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made' (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm /dd /yy) $ I. $ I $ I $ Since January 1, 2001. Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC ScheduleA Type or print in ink. SCHEDULE A Monetary ontributions Received wmoto may rounded ry dollars. Statement covers period CALIFORNIA to whole of , ' 10/1/2014 from • - • through 10/18/2014 Page 'f of -_ SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2014 1364038 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER ID NUMBER) CODE * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IFSELF- EMPLOYED, ENTER NAME PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OF BUSINESS) ElIND Mark Henry; 308 Monterey t, #320, SLO, CA ry' y ❑coM Retired 10/12 93401 ❑ OTH 150 150 150 ❑ PTY ❑ SCC ® IND Dana Curtis; 28 Crescent Ave, Sausalito, CA ❑COM Mediator, Self 10/3 94965 ❑ OTH 100 100 100 ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 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 $ *Contributor Codes IND— Individual 250 COM — Recipient Committee (other than PTY or SCC) 180 OTH — Other (e.g., business entity) PTY— Political Party SCC — Small Contributor Committee 430 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) SCHFnLII F R - PART 1 C e u e 13 — Part 1 Amounts may be rounded Statement covers period Loans Received to whole dollars. October 1, 2014 CALIFORNIA 460 from FO RM October 18, 2014 �7 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2014 1364038 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER la) OUTSTANDING 1p) AMOUNT (c) AMOUNT PAID (d) OUTSTANDING (e) INTEREST (rl ORIGINAL (gy CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I- D.NUb18ER) (IFSELF- EI.IPLOYED,ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNTOF CONTRIBUTIONS NAMEOFBUSINESS) PFRIQn PERIOD THIS PERIOD` PFRIOD PERIOD LOAN TO DATE II ❑ PAID 1 CALENDARYEAR 0 1,000.00 0 1,000.00 $ $ S i $ PERELECTION- ❑ FORGIVEN RATE $ 1,000.00 $ 0 $ 0 11/4/2014 $ 0 3/24/14 $ t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED DATE DUE ❑ PAID CALENDARYEAR ❑ FORGIVEN PERELECTION- RATE t❑ IND El COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ $ DATE DUE DATE INCURRED GI PAID CALENDARYEAR ❑ FORGIVEN PERELECTION— RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED SUBTOTALS $ $ $ $ Schedule B Summary 1. Loans received this period ................................................. ... ....... ___ .................. (Total Column (b) plus unitemized loans 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.) ......... ............................... Enter the net here and on the Summary Page, Column A, Line 2. (Enmr (e) on Schedule E; Line 3) *Amounts forgiven or paid by another party also must be 0 reported on Schedule A. ** If required. NET $ 0 (May be a negative number) t Contributor Codes IND–individual COM – Recipient Committee (other than PTY or SCC) OTH – Other PTY– Political Party SCC –Small Contributor Committee FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from October 1, 2014 through October 18, 2014 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment Page __�_ of I.D. NUMBER 1364038 SCHEDULEE CMP campaign paraphemalia /misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing /ballot fees PHO phone banks TRC candidate travel, lodging, and meals FIND fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals IND independent expenditure supporting /opposing others (explain)' POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads VVEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I D. NUMBER) n/a CODE OR . 11 DESCRIPTION OF PAYMENT * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Schedule E Summary 1. Payments made this period of $100 or more. (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 $ AMO U NT PAI D 0 9 FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule F Type or print in ink. Amounts may be rounded Accrued Expenses (Unpaid Bills) towholedollars. Statement covers period from October 1, 2014 SCHEDULE F through October 18, 2014 SEE INSTRUCTIONS ON REVERSE Page 7 of NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2014 1364038 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. MBR member communications RAID radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)' OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing /ballot fees PHO phone banks TRC candidate travel, lodging, and meals FIND fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals IND independent expenditure supporting /opposing others (explain)` POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration UT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) • Payments that are contributions or independent expenditures must also be SUBTOTALS $ $ $ $ 519.45 summarized on Schedule D. Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ......... 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) .. 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.) .................................................................. ............................... ........ INCURRED TOTALS $ ........ PAID TOTALS $ S1 y v s O S1 9 NET $ s May be a negative number FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC ( ( (c) (d) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTAA NDING AMOUNT IN NCURRED AMOUNT PAID OUTSTANDING (IF COMMITTEE, ALSO ENTER I D. NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD Facebook facebook.com charged on SESLOC VISA WEB 0 5.00 0 5.00 Create Send CHG- Createsend.com WEB Charged on SESLOC VISA 0 14.45 0 14.45 Journal Plus Magazine PRT 0 500.00 ` 0 I 500.00 • Payments that are contributions or independent expenditures must also be SUBTOTALS $ $ $ $ 519.45 summarized on Schedule D. Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ......... 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) .. 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.) .................................................................. ............................... ........ INCURRED TOTALS $ ........ PAID TOTALS $ S1 y v s O S1 9 NET $ s May be a negative number FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC