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HomeMy WebLinkAboutCarlyn Christianson - Form 460 - Semi-Annual Statement - 07-01-2013Recipient Committee COVER PAGE Campaign Statement Type or print in ink. Date Stamp 0.11 1 �.1 Cover Page ���E��E� e (Government Code Sections 84200- 84216.5) Statement covers period Date of election if applicable: 1 9 06/02/2013 (Month, Day, Year) age of JUL 01209 from . For Official Use Only 06/30/2013 06/18/2013 SL0 CITYCLE i2K SEE INSTRUCTIONS ON REVERSE through 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. 2. Type of Statement: ® Officeholder, Candidate Controlled Committee ❑ Ballot Measure Committee ❑ Preelection Statement ❑ Quarterly Statement Q State Candidate Election Committee Q Primarily Formed ® Semi - annual Statement ❑ Special Odd -Year Report Q Recall Q Controlled ❑ Termination Statement ❑ Supplemental Preelection (Also Complete Part 5) 0 Sponsored ❑ Amendment (Explain below) Statement - Attach Form 495 (Also Cponsored ❑ General Purpose Committee Q 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 1355988 Treasurer(s) COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER Carlyn Christianson for City Council 2013 Jeri F Carroll MAILING ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93401 CITY STATE ZIP CODE AREA CODE /PHONE NAME OF ASSISTANT TREASURER, IF ANY San Luis Obispo CA 93401 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS OPTIONAL: FAX / E -MAIL ADDRESS carlynpc @gmail.com jeri_carroll @att.net 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowle contained herein and in the attached schedules is true and complete. I the laws the State California that the foregoing true certify under penalty of perjury and r of of and Vge'enformation Corr � r Executed on By _ Date � Executed on r By Dale Stgnatureof ConlFolUg Of cehotcW,, Ci>ndidfale, Slaty Measure PropMenl or Responsible Officer of Sponsor Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on BY Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 ( June /01 FPPC Toll -Free Helpline: 866 /ASK -FPPC State of California Type or print in ink. COVER PAGE -.PART 2 Recipient Committee Campaign Statement O CALIFORNIA 460 Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Carlyn Christianson OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) City Council, 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. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Page 2 of 9 6. Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ 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 Committee List names of officeholder(s) or candidate(s) 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 (June /01) FPPC Toll -Free Helpline: 8661ASK-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 06/02/2013 SUMMARY PAGE Expenditures Made (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date through 06/30/2013 Page 3 of 9 SEE INSTRUCTIONS ON REVERSE 4,529.82 $ 20,215.53 7. Loans Made ............................. ............................... Schedule H, Line 3 .00 NAME OF FILER 8. SUBTOTAL CASH PAYMENTS .... ............................... Add Lines 6 + 7 $ 4,529.82 I.D. NUMBER Carlyn Christianson for City Council 2013 ......... Schedule F, Line 3 .00 .00 1355988 Contributions Received Column A Column B Calendar Year Summary for Candidates Add Lines 6 + s + 10 $ TOTALTHISPERIOD (FROM ATTACHED SCHEDULES) CALENDARYEAR TOTALTODATE Running to Both the State Primary and g 3 00 044. 19 758.99 General Elections 1. Monetary Contributions ............ ............................... Schedule A, Line 3 $ $ To calculate Column B, add 13. Cash Receipts ................................................... 2. Loans Received ....................... ............................... schedule B, Line 3 (303.46) 456.54 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ------------ ------- - - - - -- Add Lines 1 +2 $ 2,740.54 $ 20,215.53 20. Contributions Schedule 1, Line 4 from Column B of your last Received $ $ 4. Nonmonetary Contributions ..... ............................... schedule C, Line 3 400. 00 720. 00 21. Expenditures - 5. TOTAL CONTRIBUTIONS RECEIVED .... .... ...... ............ Add Lines 3 +4 $ 3,140.54 $ 20,935.53 Made $ $ Expenditures Made (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm /dd /yy) 6. Payments Made ........................ ............................... Schedule e, Line 4 $ 4,529.82 $ 20,215.53 7. Loans Made ............................. ............................... Schedule H, Line 3 .00 .00 8. SUBTOTAL CASH PAYMENTS .... ............................... Add Lines 6 + 7 $ 4,529.82 $ 20,215.53 9. Accrued Expenses (Unpaid Bills ......... Schedule F, Line 3 .00 .00 10. Nonmonetary Adjustment .......... ............................... Schedule C, Line 3 .00 .00 11. TOTAL EXPENDITURES MADE . ............................... Add Lines 6 + s + 10 $ 4,529.82 $ 20,215.53 Current Cash Statement 12. Beginning Cash Balance ....................... Previous summary Page, Line 16 $ 1,789.28 - To calculate Column B, add 13. Cash Receipts ................................................... Column A, Line 3 above 2,740.54 amounts in Column A to the 00 corresponding amounts 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 from Column B of your last 15. Cash Payments ....................... .......................... Column A, Line a above _ _ _ 4,529.82 report. Some amounts in Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ .00 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if Cash E Equivalents and Outstanding Debts 4 9 any). 18. Cash Equivalents ......... ............................... See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ fExpenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm /dd /yy) �J J $ 1 1 $ 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 1ASK -FPPC Schedule A Type or print in ink. SCHEDULE A Moneta Contributions Received Amounts may be rounded Statement covers period ry to dollars. CALIFORNIA whole ' from 06/02/2013 • f through 06/30/2013 Page 4 of 9 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Carlyn Christianson for City Council 2013 1355988 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 I.D. NUMBER) CODE (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC j - - - - -- - ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC (SEE ATTACHED CONTINUATION SHEET) ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC - ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ Schedule A Summary 1. Amount received this period — contributions of $100 or more. (Include all Schedule A subtotals.).... ......... ........................................................................................... $ 2. Amount received this period — unitemized 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 $ 2,520.00 524.00 3,044.00 "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 1ASK -FPPC Schedule A (Continuation Sheet) Statement covers period California Form 460 Monetary Contribution Received from 06/02/13 Page 5 of 9 Name of Filer: Carlyn Christianson for through 06/30/13 I.D. Number 1355988 City Council 2013 Date Name and Address Code Occupation Em loyer Period YTD Election 4 -Jun Mila Vujovich -La Barre, San Luis Obis o CA 93405 IND R 100 100 100 4 -Jun Helen Schneider, Santa Barbara Ca 93121 IND Mayor Santa Barbara 100 100 100 4 -Jun Bob Nichols, San Luis Obispo CA 93401 IND Professor Allan Hancock College 200 200 200 6 -Jun Laura Ward, San Luis Obispo Ca 93401 IND Wine Broker Self Em to ed 80 200 200 6 -Jun I Cambria Democratic Club of the North Coast, Cambria CA 93428 PTY PTY 200 200 200 6 -Jun Cheryl Conway, Ca ucos CA 93430 IND Homemaker Self Employed 200 200 200 6 -Jun James Conway, Cayucos Ca 93430 IND Professor Cal Poly 200 200 200 6 -Jun IBEW Local San Luis Obispo CA 93401 PTY PTY 200 200 200; 6 -Jun .Jeri Carroll, SLO, CA 93401 IND jR 100 200 200 6 -Jun Tanya Kiani, Morro Bay, CA 93442 IND University Administrator Cal Poly 100 200 200 7 -Jun Richard & Carol Mortensen, San Luis Obispo CA 83401 IND R ,Artist 90 140 140 7 -Jun Ron Tile , San Luis Obispo, CA 93401 IND Vice President Hospice of San Luis Obispo 50 100 100 7 -Jun .Anne Cruikshanks, San Luis Obispo CA IND R 150 150 150 7 -Jun Gary Grossman, Pismo Beach CA 93449 IND Contractor Coastal Community Builders 200 200 200 19 -Jun Mary Matakovich, Avila Beach, CA 93424 IND R 50 149 149 19 -Jun Ellen Sheffer, San Luis Obispo Ca 93405 IND R 100 100 100 19 -Jun Dawn Legg, San Luis Obispo, Ca 93401 IND asst project mgr First Solar 100 200 200 21 -Jun Andrew & Laurie Mangano, San Luis Obispo, CA 93401 IND Develo er /Housewife Self Employed 300 399 399 2520 6 0 h eh& 2 SCHEDULE B - PART 1 Loans Received to whole dollars. 06/02/2013 iii- from 06/30/2013 6 9 SEE INSTRUCTIONS ON REVERSE through page of NAME OF FILER I.D. NUMBER Carlyn Christianson for City Council 2013 1355988 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING BALANCE AMOUNT (c) AMOUNT PAID OUTSTANDING BALANCE AT INTEREST ORIGINAL CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF - EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN * CLOSE OF THIS PAID THIS PERIOD AMOUNT OF CONTRIBUTIONS TO DATE NAME OF BUSINESS) PERIOD THIS PERIOD PERM" LOAN Carlyn Christianson Medical Practice it PAID CALENDARYEAR Administrator, $ 303.46 $ 456.54 0 % $ 760.00 $ ❑ FORGIVEN San Luis Obispo, CA 93401 Anesthesiology Medical RATE PERELECTION" Associates 760.00 $ none $ 02/25/2013 t® IND ❑ COM ❑ 0TH ❑ PTY ❑ SCC $ $ s DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION "* RATE $ $ $ $ $ ❑ PAID DATE DUE CALENDARYEAR t ❑ IND ❑ COM ❑ 0TH ❑PTY ❑SCC DATE INCURRED ❑ FORGIVEN PERELECTION" RATE DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ 0TH ❑ PTY ❑ SCC $ SUBTOTALS $ 303.46 $ 456.54 $ (Enter(e)an Schedule B Summary Schedule E, Line 3) 1. Loans received this period $ 0 (Total Column (b) plus unitemized loans less than $100.) 2. Loans paid or forgiven this period $ 303.46 (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 $ (303.46) Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) Contributor Codes ND-Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY- Political Party SCC -Small Contributor CommittE *Amounts forgiven or paid by another parry also must be reported on Schedule A. *" If required. FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule C Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Carlyn Christianson for City Council 2013 DATE FULL NAME, STREET ADDRESS AND RECEIVED ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) 06/11/13 Mary Verdin San Luis Obispo, CA 93401 6/27/13 Daniel Ward San Luis Obispo, CA 93401 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 06/02/2013 through IF AN INDIVIDUAL, ENTER CONTRIBUTOR OCCUPATION AND EMPLOYER DESCRIPTION OF CODE * (IF SELF-EMPLOYED, ENTER GOODS OR SERVICES NAME OF BUSINESS) KIND ❑ COM ❑ OTH ❑ PTY ❑SCC KIND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC Marketing P Design Verdin* Copywriting and Marketing printing coordination 0 Machinist I Wine P.G. & E Attach additional information on appropriately labeled continuation sheets. 06/30/2013 Pa e 7 of 9 AMOUNT/ FAIR MARKET VALUE 200.00 I.D. NUMBER 1355988 CUMULATIVE TO I DATE PER ELECTION CALENDAR YEAR TO DATE (IF REQUIRED) (JAN 1 -DEC 31) 200.00 200.001 200.00 SUBTOTAL $ 400.00 Schedule C Summary 1. Amount received this period — nonmonetary contributions of $100 or more. (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 $ 400.00 400.00 "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: 8661ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Carlyn Christianson for City Council 2013 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 06/02/2013 through 06/30/2013 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page 8 of 9 I.D. NUMBER 1355988 CIVP campaign paraphemalia /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 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 WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR Verdin* LIT San Luis Obispo, CA 93401 12 Mollie Culver LIT Sacramento, CA 95818 0 Wells Fargo Visa Des Moines IA 50306 -0347 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary DESCRIPTION OF PAYMENT 1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) ........................ ............................... 2. Unitemized payments made this period of under $100 ................................................................ ............................... 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) ..... ............................... 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) SUBTOTAL$ ................ I......................... $ ........................... I....... $ _ ........ ............................... $ ...................... TOTAL $ . AMOUNT PAID 3,066.72 100.00 165.00 3,331.72 4,529.82 0 0 4,529.82 FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 1ASK -FPPC Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULE E (CONT.) Statement covers period from 06/02/2013 through 06/30/2013 9 Page 9 of 9 NAME OF FILER Carlyn Christianson for City Council 2013 I.D. NUMBER 1355988 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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 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 WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Sub Vendor Political Data Inc 166 LIT Norwalk CA 90652 p Wells Fargo Visa Des Moines IA 50306 -0347 Sub Vendor Stones' Phones 7 Q. 3G TEL Rancho Miraqe, CA 92270 p Sub Vendor Novo Restaurant MTG San Luis Obispo, CA 93401 p * Payments that are contributions or independent expenditures must also be summarized on Schedule D. 1,198.10 SUBTOTAL $ 1,198.10 FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC