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HomeMy WebLinkAboutJan Marx - Form 460 - Amendment - 10-10-2008Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period Date of election if applicable: f from (Month, Day, Year) � � ' � �� �t through 3� O CLf 14 oy &3 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 CompWe Part 5) O Sponsored (Also Complefe Part s) ❑ General Purpose Committee Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee 0 Political Party /Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER COMMITTEE NAMEOR CANDIDATE'S NAME IF NO COMMITTEE) 1'- R N M or 3A I-3 M A;ZX STR ET ADDRESS (NO P.O. BOX) < / CITY STATE ZIP CODE AREA CODE/PHONE 34C5�1.? CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: F t £MAIL ADDRESS Nth R _I kla H APA � (-i�M 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of under penalty of perjury under the laws of the State of California that the foregoing is true and Executed on By Date By Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (January/06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) State of California Executed on Date Date Stamp RECEIVED SLO CITY CLER 2. Type of Statement: ❑ Preelection Statement ❑ Semi - annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ® Amendment (Explain below) 'r0 CWiZe',- i t i 0 Treasurer(s) NAME OF TREASURER MALI lur,. nnnar-SS 19Ti1T /::I 7J_Tel4 I of I For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 W11 CI STATE ZIP CODE AREA CODEIPHONE & IJ L LC-` 0 SJO 6 GIN q5" 5?? gf 5v3' r7j llf eI;� A "�ool e- S C1 LU, S IJ_ Dr 1 5 ZIP CODE I OPTI L: FAX I E -MAIL ADDRE S le the information contai HONE P .-J-T -< < and in the attached schedules is true and complete. I certify Page 2 of I Friends of Jan Marx SUMMARY of MISTAKES in Form 460, of 16 OCT 08 (1307742) A number of errors are listed below with the corrections following. 1) Disclosure Statement Summary Page: a serious of changeBs based on failure to include data resulting from not using Quarter 2 data properly plus some failures to include the right values in the correct summary spaces. % 2) Page of mw. on Schedule A, 4 names were submitted by the Marx campaign which had P.O. Box numbers; these have been corrected for you. Pxj-,- z-1 3) Page a of )w on Schedule C: three names were included which used the mailing address at the USPS rather than hem* address; that has been corrected for you. s-fi 4) Page co Schedule F: a payment of an outstanding bill to Bwg Davis. 5) Page XR of �K, Schedule F: Goleta Valley Business Forms USPS box number changed to a local street number. Submitted 9/Oct/2008 Treasurer Dominic B. Perello, San Luis Obispo, CA 93405 (805,543,9085 also FAX); (dperellogcalpoly edu) n.b.: Note that none of the actual amounts deposited in our bank account nor expenditures made is inaccurate. Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER Contributions Received 1. Monetary Contributions ........ ............................... 2. Loans Received ................... ............................... 3. SUBTOTAL CASH CONTRIBUTIONS ................. 4. Nonmonetary Contributions.. ...... ........... ___ 5. TOTAL CONTRIBUTIONS RECEIVED ......•.....•••• Type or print in ink. Amounts may be rounded to whole dollars. PYU Expenditures Made Column A 6. Payments Made ........................ ............................... TOTALTHIS PERIOD 7. Loans Made .............................. ............................... (FROM A TTACHED SCHEDULES) 8. SUBTOTALCASH PAYMENTS ..... .. ............................. % " 4 Z 9/a Schedule A, Line 3 $ Schedule B, Line 3 5' 00,0 Add Lines 1 + 2 $ 7 C& Schedule C, Line 3 .... Add Lines 3 +4 $ /q Expenditures Made (If Subject to Voluntary Expenditure Urnit) 6. Payments Made ........................ ............................... Schedule E, Line 4 7. Loans Made .............................. ............................... Schedule H, Line 3 8. SUBTOTALCASH PAYMENTS ..... .. ............................. Add Lines 6 +7 9. Accrued Expenses (Unpaid Bills) ............................... Schedule 1, Line 3 10. Nonmonetary Adjustment ........... ............................... Schedule C, Line 3 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8 +9 +10 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, Line 4 15. Cash Payments ................... ............................... Column A, Line 6 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. SUMMARY PAGE Statement covers period CALIFORNIA J I r i from 01 i)1y n FORM 30 b Page of I.D. NUMBER 1307742 Column B CALENDARYEAR TOTALTO DATE $ �It 1- ('& .5 0009 $ iC1 _ 5-35 $ 1�5 1 $ 10 Z' � ��$ $ 16 $ a �0+ $ 13 .. �' !• $ 13 !r j53 q $ $ 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... See instructions on reverse $ F 19. Outstanding Debts ........................ Add Line 2 +Line 9 in Column B above $ � 57' f ;� • 04 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). 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 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Urnit) Date of Election Total to Date (mm /ddlyy) AJ � A $ *Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule A Type or print in ink. SCHEDULE A Monetary Contributions Received Amounts may oe rounaea to whole dollars. Statement covers period • ' A ' from W • through '90 0 Page SEE INSTRUCTIONS ON REVERSE of NAME OF FILER i �I I.D. NUMBER .- 1307742 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTERI.D NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF SELF - EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) WIND ❑ OTH `s `2 0� 20 .� PTY L ❑ ❑ SCC { ❑ COM E] OTH ❑ PTY `T ❑ SCC ✓b EICOM ❑ OTH ❑PTY C ©PPiL�C 60- q3 f ❑ SCC ❑ COM E] OTH � i � J Z J -4 / PTY o m - &01 ❑ ❑SCC ❑ IND __ �c� �lX ❑ COM E] OTH PTY inG - 1T•e ElS C SUBTOTAL $ g J 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 ............................. $ 2- 3. Total monetary contributions received this period. Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1. TOTAL $ t 4 *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 FP PC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) Schedule C Type or print in ink. SCHEDULE C Nonmonetary Contributions Received ~mounm may we rou1YCG 1 Statement}covers p eriod • J from of 4 f�� FORM SEE INSTRUCTIONS ON REVERSE through �® Page of NAME OF FILER �j dU I.D. NUMBER 1307742 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF - EMPLOYED, ENTER DESCRIPTION OF GOODS OR SERVICES AMOUNT/ FAIR MARKET VALUE CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE F COMMITTEE, ALSO ENTER I.D. NUMBER NAME OF BUSINESS) (JAN 1 - DEC 31) (IF REQUIRED) A 1\j J❑COM _. /� —t1'i• ❑❑ PTY ",ILS15 /4114 A ` Q� 7.IIpg �J 79 ❑SCC j�c.�pllV rJ NV ❑ICOM °TY ! 9 qo 6rcA o ❑SCC ,� I GiRI r Fl cJ DIEM a.O �S ❑ OTH ^ v�b 17 �,GO G�t5 9340 ❑ ❑scc '^ T' ❑IND ❑COM ❑OTH ❑ PTY ❑ Scc Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 5'95 Schedule C Summary Amount received this period — itemized nonmonetary contributions. (Include all Schedule C subtotals.) ...................................................... ............................... $ 5g5 2. Amount received this period — unitemized nonmonetary contributions of less than $100 ..... ............................... $ U 3. Total nonmonetary contributions received this period. IC8 i (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ...................... TOTAL $ d�b "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 /ASK -FPPC (866/275 -3772) Schedule F (Continuation Sheet) Accrued Expenses (Unpaid Bills) Type or print In ink Amount may be rounded to whole dollars. Stabmentcovers period from 7/1/2008 through— 9/30/2008 SCHEDULE F VAM E OF RLER CODE OR DESCRIPTION OF PAYMENT — ANIOUNTNNICURRED THUS PERIOD I.D. NUMBER Friends of Jan Marx Campaign Master Card # LIT photocopying Mailing #3 Fed Ex FGnko's $20.85 $20.85 SLO CA 93401 Campaign Master Card # LIT photocopying Mailing 044 Fed Ex Kinko's $47.52 $47.52 ^t '0 CA 93401 9/23/2008 Campaign Master Card # WEB email services createsend.COm emai newsletter software $9.02 $9.02 (no physical address knonm) S :v: s ✓-V SYf .�GtnLcsil o�s�sp� CA gfy-�o�' Vj l►r` `�° _�� �llS� ti CGry e®! ¢,tPe n r,-- SUBTOTALS FPPC Form 460 (January/W FPPC Toll -Free Helpline: BWASK -FPPC (SUMS 4772) SChedule F Type or print In ink. maye rounded Accrued Expenses (Unpaid Bills) Amounts towholedolllars.. NAME OF FILER Friends of Jan Marx Po.cr 7 17 statement covers period a! - *001 7/112008 through 9/30/2008 Page I.D. NU 1307742 SCMDULE F CODES: if one of the following codes accurately describes the payment, you may enter the code. Gttterwise, describe the payment. CNP campaign paraphernaWmisc. NIP member communications RAID mdb sh irrb and production costs CNS campaign consultants NAG meetings and appearances PFD returned conbftdons cm contrib mn.(expish nonmonetwvr OFC office expenses SAL campaign workers' salarles CVC 'civic donations FEr petition circulating TEL tv or cable airtime and produciion costs FL eandkfate 6lIrlgftMA fees PFD phone banks TM CwWklate travel, lodging, and meals ft fundraising events POI. polling and survey research TRS star/spouse travel, lodging, and meals W independent expenditure supportinglopposing others (explain)` POS postage, degvery and messenger services TEF transfer between commiltess of the same candidata/sponsor LEG legal defbnse PRD professional services (legal, sccounfi g) VOT voter registration Ur campaign gterstune and mailings FRr wW ads YUFB Information technology costs (Inlemat, •4rnah) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNrtINCURRED AMOUNT PAID OU7SDMpING (W COINME AL8D OFFM U3, WJM8ffQ DESCRIPTION OF PAYMENT R41ANCEBEGINNWG TM PERIOD TWS PERIOD QIILANCEAT CLOSE OF THIS PERIOD (AMRMOWONq OF THIS PERIOD Gole s Valley Business Forms PO bAx 22851, Santa LIT Barbara CA 93121 $3785.25 $1500.00 ' II I"i �k FOP S % � SMJ G t16 % �D LIT Gaia Graphics 1130 Islay Street San Luis Obispo CA 93401 $2070.00 $1,000.QO $1070.00 Campaign Master Cana #5243 3110 2500 0115 LIT photocopying Mailing #4 Fed Fat I(Inko's 894 Monterey St $115.40 $115.40 SLO CA 93401 • Payments that ars conhViod nts or hxlependM expendhm must also tis r sumo ttxw on Schedule D. SueTOTALSS d $ ,'�� aLs ao. : 3 . 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.) ............. ............................... INCURRED TOTALS $ `TD 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on kX accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) .. ............................... PAID TOTALS $ • 3. Net change this period. (Subtract Line 2 from Line 1. Enter the (iii fc m here and on the Summary Page, Column A, Line 9.) ............ ............................... .............................................................. ............................... NET $ ro FPPC Form 460 (January/06) FPPC Tdl Frw Ffelpline: 666/ASK FPPC (866IZ763772) O