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HomeMy WebLinkAboutAndrew Carter Form 460 - Preelection Statement 07-02-2012Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200- 84216.5) Type or print in ink. Statement covers period from 01/01/12 SEE INSTRUCTIONS ON REVERSE I through 06/30/12 1. Type of Recipient Committee: All committees - complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee Q Recall Q Controlled (Also Complete Pan5) O Sponsored ❑ General Purpose Committee (AISOCOmplete Part B) Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Also ComplOPan7) 3. Committee Information I.D. NUMBER 1348365 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Carter for Mayor 2012 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93401 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS Date of election if (Month, Day, JUL 0'9 2012 11412 1 LO CI' 2. Type of Statement: 2" Preelection Statement r- 1�3- -- w4alStaf,w6t ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) Andrew Carter COVERPAGE of 9 ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93401 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS ancarter @aol.com ancarter @aol.com 4. 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. Executed on 07/02/12 Date BY _�� Executed on Dad BY Signature otCOntrolllrg Orficeholtleq CantlWate, State Measure Proponent Executed on Date By Sigrmtu2 of COntroIIIr001Aceholder , Cantlltlate, 6tate Measure ProponerR FPPC Form 460 (January/06) FPPC To16Free Helpline: 888 1ASK -FPPC (888/2763772) State of California Type or print in ink. COVER Recipient Committee . Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Andrew Carter OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Mayor, City of San Luis Obispo RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP San Luis Obispo, CA 93401 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. CITY STATE ZIP CODE AREA CODE/PHONE COMMRTEENAME IIC. NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO CITY STATE ZIP CODE AREA CODE /PHONE Page 2 of 9 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER I JURISDICTION I ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate /Officeholder Committee List names of officeholders) or candidates) for which this committee is primarily formed. 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 NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE Attach continuation sheets if necessary FPPC Form 460 (January/06) FPPC Toll -Free Helpline: 866 1ASK -FPPC (8861276.3772) State of California Campaign Disclosure Statement Summary Page Type or print in ink Amounts may be rounded Statement covers period to whole dollars. from 01/01/12 SUMMARYPAGE 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 1, Limo 15. Cash Payments ................... ............................... column A, Line 8above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 If this is a termination statement, Line 16 must be zero. $ 0.00 3600.00 0.00 1606.15 $ 1993.85 17. LOAN GUARANTEES RECEIVED ........................... schedu1e9, Part2 $ 0.00 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... see instructions on reverse $ 19. Outstanding Debts ......................... Add Une2 +Line gin Column a above $ 0.00 To calculate Column 8, add amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts from Column B of your last reported in Column B. 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). FPPC Form 460 (January/06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) through 06/30/12 Page 3 of 9 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Carter for Mayor 2012 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTALTHISPERIOD (FROMATTACHEDSCHEWLES) CALENDARYEAR TOTPLTOD.ATE Running In Both the State Primary and General Elections 1. Monetary Contributions ............ ............................... Schedule A, Line 3 $ 3600. 00 $ 3600.00 0.00 0.00 111 through 6130 711 to Date 2. Loans Received ....................... ............................... schedule B, Line 3. SUBTOTALCASH CONTRIBUTIONS Add Lines I +2 $ 3600.00 $ 3600.00 20. Contributions ......................... Received $ $ 4. Nonmonetary Contributions ..... ............................... Schedule c, Line 9 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED . ..... . ..... ..... .... .... .. Add Lines 3 +4 $ 3600.00 $ 3600.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ........................ ............................... Schedule 6, Line $ 1606.15 $ 1606.15 Candidates 7. Loans Made .............................. ............................... schedule H, Lines 0.00 0.00 160615 1606.15 22• Cumulative Expenditures Made" 8. SUBTOTAL CASH PAYMENTS ..... ............................... Add Lines 6 +7 $ . $ (If SubiecttoVoluntzry Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Linea 0.00 0.00 Date of Election Total to Date 10. Nonmonetary Adjustment ........... ............................... schedule c, Line 3 0.00 0.00 (mm /dd /yy) 11. TOTAL EXPENDITURES MADE ................................ Add Lin" 8 +g +10 $ 1606.15 $ 1606.15 $ 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 1, Limo 15. Cash Payments ................... ............................... column A, Line 8above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 If this is a termination statement, Line 16 must be zero. $ 0.00 3600.00 0.00 1606.15 $ 1993.85 17. LOAN GUARANTEES RECEIVED ........................... schedu1e9, Part2 $ 0.00 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... see instructions on reverse $ 19. Outstanding Debts ......................... Add Une2 +Line gin Column a above $ 0.00 To calculate Column 8, add amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts from Column B of your last reported in Column B. 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). FPPC Form 460 (January/06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Schedule A Type or print in ink. SCHEDULE A Amounts may be rounded Monetary Contributions Received to dollars. Statement covers period CALIFORNIA whole 460j; 01/01/12 from 06/30112 4 9 SEE INSTRUCTIONS ON REVERSE through page of NAME OF FILER I.D. NUMBER Carter for Mayor 2012 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUM RECEIVED THIS CUMULATIVETODATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER LD.NUMBER) CODE* (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OFBUSINESS) Pauline High RIND DOOM Retired 06/23/12 ❑OTH 100.00 100.00 San Luis Obispo CA 93405 ❑PTY ❑SCC Dan Hinz RIND DOOM Retired 06/23/12 200.00 200.00 San Luis Obispo, CA 93405 E-] PTY ❑SCC Alona Hinz RIND ❑COM Retired 06!23/12 ❑OTH 200.00 200.00 San Luis Obispo, CA 93405 D PTY ❑SCC JoAnn Jennings RIND Retired 06/25/12 OCO 100.00 100.00 San Luis Obispo, CA 93401 D PTY ❑SCC Dave Christy RIND Dean 06/23/12 ❑COM DPTY 200.00 200.00 San Luis Obispo, CA 93401 ❑SCC SUBTOTAL$ 800.00 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 $ 3100.00 500.00 3600.00 "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 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULEA (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period q CALIFORNIA towholedollars. 01/01/12 • , from FORM 06/30/12 5 9 through page of NAME OF FILER I.D. NUMBER Carter for Mayor 2012 1348365 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVETO DATE CALENDAR YEAR PER ELECTION TODATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OFBUSINESS) Bill Thorns ®IND President 6/26/12 ❑coM ❑o7H 200.00 200.00 San Luis Obispo, CA 93401 ❑ PTY ❑SCC Ed Thorns ZIND Vice President 06/26/12 200.00 200.00 San Luis Obispo, CA 93401 ❑O7H ❑PTY ❑SCC Worth Keene ❑IND Retired 6/26/12 ❑COM 100.00 100.00 San Luis Obispo, CA 93405 [30TH ❑ PTY ❑SCC Fred Vernachia ❑IND Physician 6/26/12 ❑COM 200.00 200.00 San Luis Obispo, CA 93405 ❑OTH ❑PTY ❑SCC Ann Vernachia ❑IND Consultant 6/26112 ❑COM 200.00 200.00 San Luis Obispo, CA 93405 ❑OTH ❑ PTY ❑SCC SUBTOTAL$ 900.00 '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 FPPC Form 460 (January105) FPPC Toll -Free Helpline: 866 /ASK -FPPC (86612753772) Schedule A (Continuation Sheet) Tvae or print in ink. SCHEDULEA (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period towholedo llars. 01/01/12 from 06/30/12 9 !MBER through page of NAME OF FILER I.D. N Carter for Mayor 2012 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVETO DATE CALENDAR YEAR PER ELECTION TODATE RECEIVED (IF COMMnTEE,ALSO ENTER I.D. NUMBER) CODE • (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OFSISINESS) George Mattocks ®IND Retired 06/26/12 OCOM 00TH 200.00 200.00 San Luis Obispo, CA 93406 ❑ PTY ❑SCC Dave Romero ZINO Refired 06/26/12 ❑COM 100.00 100.00 San Luis Obispo, CA 93401 00TH ❑ PTY ❑SCC Marybelle Romero ❑IND Retired 06/26/12 ❑COM 100.00 100.00 San Luis Obispo, CA 93401 00TH ❑ PTY ❑ SCC Howard Scholz ❑IND Refired 06130/12 ❑COM 100.00 100.00 San Luis Obispo, CA 93401 00TH ❑ PTY ❑SCC Victor Montgomery ❑IND Architect 06/30/12 ❑COM 200.00 200.00 Avila Beach, CA 93424 00TH ❑ PTY ❑sec SUBTOTAL$ 700.00 *Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTV —Political Party SCC —Small Contributor Committee FPPC Form 460 (January/06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE (CONT.) Monetary Contributions Received Amounts may be rounded Statementcovers period CALIFORNIA towhole dollars. 01/01/12 • from FORM 06/30/12 7 9 through page of NAME OF FILER I.D. NUMBER Carter for Mayor 2012 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE,ALSO ENTER LD. NUMBER) CODE + (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OFSUSINESS) Ben Griffin RIND Physician 06/30/12 ❑com ❑OTH 100.00 100.00 San Luis Obispo, CA 93401 ❑ PTY ❑SCC Cindy Griffin RIND Psychologist 06/30/12 COM D❑o 100.00 100.00 San Luis Obispo, CA 93401 H El PTY ❑SCC Virginia Carter ❑IND Technical Writer 06/30/12 Doom 100.00 100.00 Baltimore, MD 21234 ❑OTH ❑ PTv ❑SCC Kathleen Smith RIND Council Member 06/30/12 [10TH ❑PTY ❑SCC Thomas Paine RIND Financial Adviser 06/30/12 ❑COM 100.00 100.00 Pismo Beach, CA 93448 ❑OTH ❑ PTY ❑SCC SUBTOTAL$ 500.00 `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 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULEA (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period towholedollars. 01/01/12 • • , from • 06/30/12 8 9 through page of NAME OF FILER I.D. NUMBER Carter for Mayor 2012 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF WMMITTEE,AW ENTER LD. NUMBER) CODE* (IF BELF- EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OFSUSINESS) John Spatafore ZIND Attorney 06/30/12 ❑COM ❑SCC Frank Meacham BIND Supervisor 06/30/12 ❑COM 100.00 100.00 Paso Robles, CA 93446 ❑OTH ❑ PTY ❑SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑SCC ❑IND ❑COM ❑OTH ❑ PTY ❑SCC ❑IND ❑COM ❑OTH ❑ PTY ❑ SCC SUBTOTAL$ 200.00 *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 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. AMOUNTPAID Statement covers period from 01/01/12 through 06/30/12 CALIFORNIA I • 1 • [Page 9 of 9 NAME OF FILER PO Box 4651 LIT I.D. NUMBER Carter for Mayor 2012 San Luis Obispo, CA 93401 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 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 casts FIL candidate filing /ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND 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 WES information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID Graphics by Erick Design work PO Box 4651 LIT 150.15 San Luis Obispo, CA 93401 San Luis Print & Copy Stationary 265 South Street, Ste. E Lit 1116.65 San Luis Obispo, CA 93401 LISPS Stamps 893 Marsh Street POS 180.00 San Luis Obispo, CA 93401 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) .................................................. ............................... 2. Unitemized payments made this period of under $100 .............................................................................. ............................... 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) .................................... ............................... 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ............................. SUBTOTAL$ 1446.80 $ 1446.80 $ 159.35 $ 0.00 TOTAL $ 1606.15 FPPC Form 460 (January/06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275.3772)