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HomeMy WebLinkAboutAndrew Carter - Form 460 - Termination - 12-29-2010Reciipient Committee Campaign Statement Cover Page (Government Code Sections 84200- 84216.5) SEE INSTRUCTIONS ON REVERSE fro m Type or print in ink. Statement covers period Date of election if applicable: 10/17/10 (Month, Day, Year) through Date Stamp RECEIVE DEC 2 9 2010 Page 1 of 12/16/10 I 11/02/10 I SLO CITY 1. Type of Recipient Committee: An Committees - complete Parts t, 2, a, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee O Recall (D Controlled (Ad Compkfe Pad5) Q Sponsored ❑ General Purpose Committee (Also Compkfe Pan6) Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (AkoLbmpek Pat? ]) 3. Committee Information I.D. NUMBER 1328372 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Carter for Council 2010 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODEIPHONE Sian Luis Obispo CA 93401 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE /PHONE For Official Use Only 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement ❑ Semi - annual Statement ❑ Special Odd -Year Report ® Termination Statement ❑ Supplemental Preelection (Also Me a Form 410 Termination) Statement - Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Andrew Carter MAILING ADDRESS 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 I E -MAIL ADDRESS OPTIONAL: FAX I 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 12/28/10 BY Date Executed on 12/29110 By Executed on Deta BY 9lgmtureofCOntnllirg OMcehoNar, Cefltlltlate, State Meawre Prolonent Executed on By Date SlgnatureeControlltrg Officeholder, CandIdate ,State MeawnePmWneM FPPC Form 460 (January/06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (86012763772) State of California Recipient Committee Type or print in ink. COVER PAGE -PART2 Campaign Statement CALIFORNIA . � � Cover Page — Part FORM Page 2 of 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Andrew Carter OFI =ICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Cilty Council, City of San Luis Obispo REISIDENTIAIJBUSINESS 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 fanned to receive contributions or make expenditures on behalf of your candidacy. I.D. NUMBER NAME OFTREASURER I CONTROLLED DOM MITTEE7 ❑ YES ❑ NO ADDRESS CITY SPATE ZIP CODE AREACODE /PHONE NAIVE OF TREASURER I.D. NUMBER ❑ YES ❑ NO CITY STATE ZIP CODE AREA CODE /PHONE BALLOT NO, OR LETTER JURISDICTION (❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT DISTRICT NO. IF 7. Primarily Formed Candidate /Officeholder Committee Listnamesof officeholder(s) or candidates) for which this committee Is primarily famed. 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) FPPG Toll -Free Helpline: 866 /ASK -FPPC (866/2763772) State of California Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE Summary Page Amounts may be rounded to dollars. Statement covers period . L whole ' • , from 10/17110 SEE INSTRUCTIONS ON REVERSE through 12/16/10 Page 3 of 7 NAME OF FILER I.D. NUMBER Carter for Council 2010 1328372 Contributions Received Column Column B Calendar Year Summary for Candidates TOTALTHISPERIOD (FROMATTACHEDWHEDDLES) CALENDARYEAR TOTALTODATE Running in Both the State Primary and General Elections 1. Monetary Contributions ............ ............................... Schedule A, Linea $ 1499. 00 $ 10874.00 2. Loans Received ....................... ............................... Schedule B, Linea (695.15) 1304.85 111 through 6130 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines i +2 $ 803.85 $ 12178.85 20. Contributions Received $ $ 4. Nonmonetary Contributions ..... ............................... schedule C, Linea 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED .... ....... ......•..... ... Add Lines 0 +4 $ 803.85 $ 12178.85 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ........................ ............................... Schedule E, Line $ 2658.99 $ 12178.85 Candidates 7. Loans Made .............................. ............................... schedule H, Linea 0.00 0.00 8. SUBTOTALCASH PAYMENTS ..... ............................... Add Lines 6 +7 $ 2658.99 $ 12178.85 22. Cumulative Expenditures Made' (If SubjeOIOWluntary Expendfture Limlg 9. Accrued Expenses (Unpaid Bills) ............................... schedule F,, Lim3 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 Lines a +a +10 $ 2658.99 $ 12178.85 -J $ $ Current Cash Statement 12. Beginning Cash Balance ....................... Previous summary Page, Line 16 $ 1855.14 To calculate Column 8, add 13. Cash Receipts .................... ............................... Column A, Line 3 above 803.85 amounts In Column A to the 14, Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 0.00 corresponding amounts from Column Bof your last *Amounts in this section may be different from amounts reported in Column B. 15. Cash Payments ................... ............................... column A, Line 8above 2658.99 report. Some amounts in Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12+ 13+ 14, then subtract Line 15 $ 0.00 figures that should " 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 $ 0.00 for this calendar year, only carry over the amounts from 2, 7, and 9 (if Cash Equivalents and Outstanding Debts 0.00 18. Cash Equivalents ................. ....................... Sea instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2+ Line 9 In Column B above $ 0.00 FPPC Form 460(January/05) FPPC Toll -Free Helpline: 666 /ASK -FPPC (866/2753772) ScheduleA Type or print in ink. SCHEDULE A Monetary Contributions Received Amounts may oe rounaea ry Statement covers period to whole dollars. : CALIFORNIA 1 from 10/17/10 FORM • SEE INSTRUCTIONS ON REVERSE through 12/16/10 Page 4 of 7 NAME OF FILER I.D. NUMBER Carter for Council 2010 1328372 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVETODATE PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE* OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IFSELF- EMPLOYEO, ENTER NAME PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OFBUSINESS) Chris Richardson RIND DOOM Partner, 10121/10 ❑ PTA' ❑scC Charles Richardson )BIND DOOM Partner, 10/21/10 ❑ PTY ❑SCC Evelyn Destefani J21NO ❑COM Retired 10/21/10 ElPTY ❑SCC Jesse Norris BIND ❑COM Owner, 10/21/10 ❑PTY ❑SCC Thomas Greene RIND Attorney, 10/29/10 ❑COM ❑OTH Adamski, etc. LLC 100.00 100.00 E-] PTY ❑SCC SUBTOTAL$ 700.00 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 $ 1000.00 499.00 1499.00 FPPC Form 480 (January/05) FPPC Toll -Free Helpline: 8681ASK-FPPC (866/2753772) `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 Schedule A (Continuation Sheet) Type or print in Ink. SCHEDULE (CONT) Monetary Contributions Received Amounts may be rounded Statement covers period I to whole dollars. CALIFORNIA 460 from 10/17110 FORM 11 through 12/16/10 Page 5 of 7 NAME OF FILER I.D. NUMBER Carter for Council 2010 1328372 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IFCOMMITTEE, uSOENTER I.D. NUMBER) CODE • OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) William Statler ®IND Consultant, 10/29/10 ❑ PTY ❑SCC Mary Ann Statler ®IND Artist, 10/29/10 ❑OTH ❑ PTY ❑SCC Howie Sholz 01ND Retired 10/29/10 ❑OTH ❑ PTV ❑ SCC ❑IND ❑COM ❑OTH ❑ PTY ❑SCC ❑IND ❑COM ❑OTH ❑ PTY ❑SCC SUBTOTAL$ 300.00 '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/06) FPPC Toll -Free Helpline: 888 1ASK.FPPC (888/2753772) M -.. -b SCHFnui F R_ MART �cneuute o —ran I Amounts may be rounded Statement covers period Loans Received to whole dollars. 10/17/10 L • , from SEE INSTRUCTIONS ON REVERSE through 12/16/10 page 6 of 7 NAME OF FILER I. D. NUMBER Carter for Council 2010 1328372 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING BALANCE (bj AMOUNT (c) AMOUNT PAID (e) OUTS DING (e) INTEREST (p ORIGINAL (g) CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNTOF CONTRIBUTIONS NAMEOFSUSINESS) pppinn THIS PERIOD PERIOD PERIOD LOAN TO DATE Andrew Carter Council Member, ®PAID CALENDARYEAR % $ OZ FORGIVEN RATE PER ELECTION' $ 2000.00 $ 0.00 $ 1304.85 NA $ 0.00 07/01/10 $ tR IND ED COM ❑ OTH ❑PTY ❑ SCC DATEDUE DATE INCURRED D PAID CALENDARYEAR $ $ _% $ $ FORGIVEN PERELECTION° RATE t(� IND ❑ DOM ❑ OTH ❑ PTY ❑ SOD $ $ $ $ $ DATE DUE DATEINCURRED PAID CALENDARYEAR C FORGIVEN PERELECTION° RATE tEl INC) ❑ COM ❑ OTH ❑ PTV - p SCC $ $ $ $ S DATE DUE DATE INCURRED SUBTOTALS $ $ $ $ Schedule B Summary 1. Loans received this period ..................................................................................... ............................... $ 0.00 (Total Column (b) plus unitemized loans of less than $100.) 2. Loans aid this period .......................................................................... ........................... $ 695.15 (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. "Amounts forgiven or paid by another party also must be reported on Schedule A. " If required. .................... NET $ (695.15) (Maybe a negeliw number) (EMI(e)on Schecule E, Line 3) tContdbutor Codes ' IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC —Small Contributor Committee FPPCForm 460 (January105) FPPC Toll -Free HPlphne: 886 1ASK -FPPC (666@753772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Carter for Council 2010 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 10/17/10 through 12/16/10 Page 7 1328372 of 7 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphemalia /misc. MBR membercommunications 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 PITT print ads WEB Information technology costs (Internet, 0-mall) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, use ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID New Times Print Ad Voris Supermarket Food /drink for victory party San Luis Mailing Service Brochure Mailing * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 2539.16 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 $ 2539.16 119.83 0.00 2658.99 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (866/2753772)