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Jan Marx - Form 460 - Preelection - 10-06-2008
Recipient Committee Campaign Statement Cover Page . (Government Code Sections 84200 - 84216.61 SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period Date of election if applicable: from lrl �jp (Month, .Day, )ear) through so ZLbQ NO f/ 1- Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4, Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recafl 0 Controlled fasocompreraw..rsl O Sponsored General Purpose Committee (vsoCorwAW'9Part6) Sponsored ❑ Primarily Formed Candidate/ -0 Small Contributor Commit' a Officeholder committee 0 Political Party/Central Committee W30G=PbtqPWt7) 3. Committee Information COMMITTEE NAME (OR CANDIDATE I P:-R1ZM'j>5 I.D. NUM Wmir -E-E;) 'MA7_x CITY STATE ZIP CODE AREA CODEJPHONE= IVE 2u�c� SLO CITY CLE COVER PAGE .1 of — _ Fcr Ofir:ial Use Wy -2: Type of Statement: Preelection Statement ❑ Semi - annual Statement 0 Quarterly Statement ❑ Termination Statement ❑ Special Odd -Year Report (Also file a Form 410 Termination) ❑ Supplemental Preelection Statement - Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) OPTIONAL, FAX 1 E-A+PAIE- ADDRESS I-) Pf N 1` i 4. Verification 1 have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information under penalty of perjuurry under the laws of the State of Californ ia that the foregoing is true an Executed on X t/ r -.._.. •.- w .�: cr lJate BY `' Signahue oiCcnsarin� QTi Irrhelder. Can�ida;e, SC31eM>'as;ye Pc�onent Executed on 1� oats BY SignaErxe a'ControNing ft.'Ger�teolrer, C�r:d Cat[r. Stala Meaty: a Prv�xrent FPPC Fonn 460 (Januaryto5) FPPC Toll -Free Helpline: 891ASK -FPPC (81307.U7711 Recipient Committee Type or print in ink. COVERPAGE- Campaign Statement Cover Page — Part 2 CALIFORNIA J FPPC FPPC Toll -Free Helpline: 866 /ASK -FPpC( 6675 -3 � State of California Page Z of S. Officeholder o'r Candidate Controlled Committee 6. NAME O Promari Y Forfne Ballot Measure Committee CANDIDATE l� J l41J � CWE-LL JV A rZ NAME OF B OT M URE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. l� t T�- Co 10 l Lam. G 1 T`` f) � � �U IS � RE- SID) 5 0) C JURJSDICTJOlJ ❑ SUPPORT ❑ OPPOSE _ jr �� ���� , �J th can fling officeholder, candidate or state measure .. proponent P P rrt, if any, NAME OF FFICEH ER. CANDIDATE; OR PROPONENT Related Committees Not Included in this Statement: [rstanyCommittees not included in this statement that are contmiled by you or are primarily fanned to receive coritrfbutions or make expenditures on behalf of yarn candidacy, OFF7C SOUGHT OR DISTRICT NO. IF ANY NAIJE I.D. NUMBER NAME OFFRERSt1RER CONTROLLEDCemmrn-EE7 7. Primarily Formed Candidate)pffil - holder Committee 11 YES [] NO Lit,,,, aft%ehalder(s) or ndldate(s) far which !s .coMmittee is primarily formed of COW ITTEEADDRESS STREETAD RESS (NO P.O. BOX) NAME OF OFF(C;tHDL OR CRNDIDA OFFICE SOUGHT OR HELD Ciil 1:1 SUPPORT ZIP CODE AREA CL3I3ElPHON€ ❑ OPPOSE NAME OF OFFICEHOLDER C [DATE OFFICE SOUGHT OR HELD COMMITTEENAME ❑ SUPPORT LD.NUMBER ❑ OPPOSE NAME OF OFFICEHOLD OR pgTE OFFICE SOUGHT OR HELD NAMEOFTREASURER COM1IfROLLEDCQiN�+IiTTEEp ❑ SUPPORT ❑ OPPOSE ❑ YES ❑ NO NAME OF HOLDER OR CANDIDA OFFICE SOUGHT OR HELD COMMITfEEADDRESS STREET DRESS (NO P.O. BOX) ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODEIPHONE Attach continuation sheets if necessary FPPC FPPC Toll -Free Helpline: 866 /ASK -FPpC( 6675 -3 � State of California Campaign Disclosure Statement Type or print in ink Summary Page Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE ,wnc yr rILCl[ Contributions Received 1. Monetary Contributions ............ ............................... Schedule A Line 3 2. Loans Received ................... .... ............................... Schedule 8, Line 3 3. SUBTOTALCASH CONTRIBUTIONS .......................... Add Lines 1+ 2 4. Non monetary Contributions ..... ............................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 +4 Expenditures Made 6. Payments Made ....................................................... Schedule E Line 4 7. Loans Made ............................ .................... Schedule H. Line 3 8. SUBTOTALCASH PAYMENTS .......................... ...... Add Lines s +7 9. Accrued Expenses (Unpaid Bills) .............. ............... .. Schedule F Line 3 10. Nonmonetary Adjustment ...........I... r ............................ 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 Rece ipts .: ................. ................................ Column A Line 3 above 14. Miscellaneous Increases to Cash ........................... schedule r, Line 4 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. Column A TOTALTFNS PERJoo (FROMATTACHED SCHEDULES) $ Z $ Z s $ $ SUMMARYPAGE Statement covers period from a J o .- 60 through C) Page of _ Column B CALENDARYEm TOTALTODmE 3 z &o.Ir $ $ 2 $ $ $ `f- ;4 r O $ f.. 17. LOAN GUARANTEES RECEIVED ........................... Schedule A Part 2 $ 6 Cash Equivalents and Outstanding Debts Y 18. Cash Equivalents ......... ............................... See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ To calculate Column 6, 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). D. NUMBER 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 �1 Received $ $ 21. Expenditures, Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made' (t{ SuNoct to Voiundry Expenditure Limit) Date of Election (mrrddd/yy) zJ 1 Total to Date 'Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 FPPC Toll -Free Helpline: 866 /ASK F PC (866/2753772) ScheduleA Type or print in ink. Amounts may be rounded Monetary Contributions Received to whole dollars. Statement covers period from_ a -�� © vb. SEE INSTRUCTIONS ON REVERSE through C1 — 30—o " NAME OF FILER SCHEDULE A Page 4 of I.D. NUMBER 1 Z n-1- 4-4 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 $100 .......... 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ................. SUBTOTAL$ ................ $ v ................. $ 0 .... TOTAL $ 2 -S FPPC Form 460 (January /05) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) "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 DATE FULL NAME, STREET ADDRESS AND zip CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED t tF COMMITTEE, ALSO ENTER iD'NUnnsERt CODE * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF-EMPLOYED, ENTER NAME OFBUSINESS) PERIOD (JAN. 1 - DEC_ 31) (IF REQUIRED) i ❑ IND ❑ COM ❑ OTH e, ��� � efr — oSC I I ❑IND' ❑ COM ❑ OTH ❑ PTY ❑SCC ❑IND ❑ COM []OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ scc ❑IND ❑COM I ❑ OTH ❑ PTY ❑ SCC 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 $100 .......... 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ................. SUBTOTAL$ ................ $ v ................. $ 0 .... TOTAL $ 2 -S FPPC Form 460 (January /05) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) "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) Statement covers period California Form 460 Montary Contributions Received from 7/1/08 Page 5 of Name of filer: Jan Marx through 9130/08 I.D. Number; 1307T 2 Date Name and address Code Occupation & Employer $ Period $ YTD $ Election 08/04/08 Andreen, Patricia; MD Ind Retired 200 200 200 21663 09/02/08 Aroesty, Jerome; Los Ind Retired 200 200 200 .Angeles, CA 90066 07/29/08 Atta, Amena; San Luis Obispo, Ind Engineer, US Government 100 100 100 CA 93401 07/29/08 Ayral- Clause, Odile; San Luis Obispo, Ind Professor, Cal Poly 100 100 100 CA 93405 07/29/08 Bailey, Barbara; San Luis Obispo, Ind Retired 100 100 100 CA 93405 09/18/08 Bass, Virginia; San Luis Ind Retired 200 200 200 Obispo, CA 93405 07/29/08 Brajkovich, Thomas; San Luis Ind Architect, Paragon Design 106 100 100 Obispo, CA 93401 08/22/08 Bronte, Robert; San Luis Obispo, Ind Property manager, Self 200 200 200 CA 93406 09/08108 Copeland, Thomas; San Luis Ind Businessman, Copeland Properties 200 200 200 Obispo, CA 93405 09/12/08 Copeland, James C.; San Luis Ind Businessman, Copeland Properties 200 200 200 Obispo, CA 93401 09/02/08 Davidson, Susan; San Luis Ind Retired 200 200 200 Obispo, CA 93405 09/25/08 Davis, Dusty; San Luis Obispo, CA Ind Designer, Fertile Minds, Inc 200 200 200 93401 07/29/08 Dollar, Don & Ellen; San Luis 'Ind Retired 100 100 100 Obispo, CA 93401 07/30/08 Dunivant, Terri; San Luis Obispo, Ind Graphic Designer, Gaia 200 200 200 CA 93401 09/08/08 Dwyer, Bruce; San Luis Ind Retired 200 200 200 Obispo, CA 93401 07/29/08 Endres, Leland/Valerie; San Luis Ind Professor, Cal Poly 100 100 100 Obispo, CA 93401 07/29/08 Feldman /Farmer, Jake /Marilyn; Ind Professor, Cal Poly 100 100 100 San Luis Obispo, CA 93405 08/04108 Fryer, Suzanne; San Luis Obispo, Ind Attorney, Copeland Properties 1-20-0 200 200 CA 93406 Subtotal ($ Period): ' 0 0, Schedule A (Continuation Sheet) Statement covers period California Form 46�0 Montary Contributions Received from 7/1/08 Page f6?-- of of -r Name of filer: Jan Marx through 9/30/08 I.D. Number: 1307742 Date Name and address Code Occupation & Employer $ Period $ YTD $ Election 09/25/08 Georghiou, Debra; Ind Retired 100 100 100 Ca ucos, CA 93430 09/25/08 Gilberti, Bruno; San Luis Ind Professor, Cal Poly 100. 100 100 .Obispo, CA 93401 07/29108 Glenn, Charles /Neva; Ind Retired 200, 200 200' Atascadero, CA 93422 08/04/08 Greensfelder, Andrew /Jean; San Ind Retired 100 100 100 Luis Obispo, CA 93401 09/18/08 Hafemeister, David; San Luis Ind Retired 100 100 100 Obis 2!?, CA 93405 09/08108 Halinsky, Linda; San Luis Ind Dean, Cal Poly 100 200 200 Obis , CA 93401 09/30108 Halisky, Linda; San Luis Ind Dean, Cal Poly 100 200 200 Obispo, CA 93401 09/18/08 Harlan, Sallie; San Luis Obispo, Ind Librarian, Cal Poly 100 100 100 CA 93405 08108 /08 Harvey, Susan; Paso Robles, Ind Businessman, Infinite Functions, Inc. 100 100 100 CA 93446 09/25/08 Howarth, Cathryn; San Luis Ind Retired 100 100 100. Obispo, CA 93405 08108/08 Howell, Emma Ruth; San Luis Ind Retired 200 200 200 Obispo, CA 93405 09130/08 Johnson, Prisila; San Luis Ind Retired 200 200 200 10bispo, CA 93401 07/29/08 Koberg, Don & Caryl; San Luis Ind Retired 100 100 100 Obispo, CA 93405 08/08/08 Landweer, AI; San Luis Obispo, CA Ind Retired ?00 200 200 93401 09125/08 Landwher, Lynn; San Luis Obispo, CA Ind Retired 200 200 200 93401 08119/08 Linder, Steven; , San Luis Obispo, Ind Retired 100 100 100 CA 93401 07/29/08 McCollum, Craig; San Luis Obispo, CA Ind Mediator, Just Resolutions 100 100 100 93401 09/25/08 McEre, Sara; San Luis Obispo, CA Ind Manager, McEre Propehus 100 100 100 193402 Subtotal ($ Period): � � Schedule A (Continuation Sheet) Statement covers period California Form 46 Montary Contributions Received from 7/1/08 Page � of Name of filer: Jan Marx through 9/30/08 I.D. Number: 1307742 Date Name and address Code Occupation & Employer $ Period $ YTD $ Election 07129/08 McPartland /Elfrink, Vicki/Terry; Ind Teacher, San Luis Coastal Unified 100 100 100 San Luis Obis o, CA 93405 School Dist 07/30/08 Mulholland, Christine; San Luis Ind Councilman, San Luis Obispo City 200 200 200 Obispo, CA 93405 09/30/08 Nelson, Lawrence; San Luis Ind Retired 1 Obispo, CA 93405 -00 100 100 07/29/08 Ogren, Quentin /Paula; San Luis Ind Retired 100 Obispo, CA 93405 100 100 07129/08 Owen, Frank; San Luis Obispo, CA Ind Professor, Cal Poly 200 200 200 93401 09/30/08 Patterson, James; Ind Supervisor, San Luis Obispo County 100 100 100 Atascadero, CA 93422 09/30/08 Peluso, Marta; San Luis Ind Professor, Cal Poly 100 100 Obispo, CA 93401 100 07129/08 Pepper, Ross /Lynda; San Ind Retired 100 Luis Obispo, CA 93401 100 100 07/29/08 Perello, Christine; San Luis Ind Retired 100 100 Obispo, CA 93405 100 07/29/08 Perello, Dominic; San Luis Obispo, Ind Retired CA 93405 150 150 150 07/30/08 Peterson, Maribeth; Los Osos, Ind Retired 100 100 100 CA 93402 07/29/08 Phillips, Mark; Atascadero, CA Ind Retired 100 100 100 93422 07/29/08 Pinkel, Donald; San Luis Obispo, Ind Retired CA 93405 Z00 200 200 09/12/08 Rich, Carol; San Luis Obispo, CA Ind Manager, Live Eyewear 100 100 100 93401 09/25108 San Luis Obispo Democratic Club,; Pty San Luis Obis o, CA 93403 200 200 200 09/12/08 Saunders, Betty Ruth; San Luis Ind Attorney, Self 100 100 Obis o, CA 93401 100 07/30/08 Saunders, David /Carla; San Ind Retired 100 Luis Obis o, CA 93405 100 100 08/04/08 Schutz, John /Julie; San Luis Obispo; Ind Retired 100 CA 93405 100 100 Subtotal ($ Period): c Schedule A (Continuation Sheet) Statement covers period California Form 46 Montary Contributions Received from 7/1/08 Page 9 of Name of filer: Jan Marx through 9/30/08 I.D. Number: 13077 Date Name and address Code Occupation & Employer $ Period $ YTD $ Election 07/29/08 Selkirk, Shirley; San Luis Obispo, Ind Retired 100 100 100 CA 93401 07/30/08 Settle, Kathi; San Luis Obispo, Ind Retired 100 100 100 CA 93405 07/30/08 Settle, Allen; San Luis Obispo, Ind Professor, Cal Poly 100 100 100 CA 93405 08/04/08 Simer, Elaine; San Luis Ind Hostel operator, Hostel Obispo 100 100 100 Obispo, CA 93401 07/29/08 Smith, Donald /Mary; San Luis Ind Retired 200 200 200 Obis o, CA 93405 09/18/08 Snetsinger, John; San Luis Ind Professor, Cal Poly 100 100 100 Obispo, CA 93405 09/25/08 Walters, Dirk; San Luis Ind Retired 100 100 100 Obispo, CA 93405 07/30/08 Wilhelm, Mary Lou; Dr, San Luis Ind Retired 100 100 100. Obispo, CA 93405 09130/08 Wilvert, Rosemary; San Luis Ind Housewife 200 200 200 Obispo, CA 93405 07/29/08 Wilvert, Cal; San Luis Obispo, CA Ind Retired 2Q0 200 200 93405 08/19/08 Wittwer, Jonathan & Susan; Ind Attorney, Wittwer & Parkin LLC 100 100 100 Santa Cruz, CA 95060 09/30/08 Horton, William; San Luis Ind Retired 100 100 100 Obispo, CA 93405 07/30/08 Kranzdorf, Richard; San Luis Obispo, Ind Retired 100 100 100 CA 93405 09/25/08 Robinson, Paul; San Luis Ind Retired 100 100 100 Obispo, CA 93405 Subtotal ($ Period): 17(00 SCHEDULE B- PART 1 Schedule B — Part 1 Amounts may be rounded statement T:O ers eriod e � 1 Loans Received to whole dollars. from f� Page SEE INSTRUCTIONS ON REVERSE through of NAME OF FILER I.D. NUMBER 1)-219A_) x FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, NTER OCCUPATION AND EMPLOYER a OUTSTANDING BALANCE (b) ' AMOUNT (0) AMOUNT PAID (d) OUTSTANDING BALANCBAT {e) INTEREST (q ORIGINAL (gl CUMULATIVE OF LENDER ( IFC. ONMAI TTEE, ALSO ENNT�.E�RID.NUMB3� (F��PLOYEMENTER NAMEOFBUSINESS) BEGINNING THIS p RECEIVED THIS PERIOD ORFORGIVEN THIS PERIOD' CLOSEOFTHIS R PAIDTHIS PERIOD AMOUNT OF LOAN CONTRIBUTIONS TO DATE ( �.J A0 I 1 t - `_J , )RR PAID s .J ©00 �l % D 0� S �� j✓ Y RY P�X �q ❑ FORGIVEN PERELECTION yb T • ! ` ' C.- -`lJ/� �;�%}�- 'rS�'C ,�rs : J� , /�y� � S � S _1�L� 1. L1S/— +� S — '�/("—� �N /► S DATICOED S _ COM IND ❑ ❑ dDUE - ❑ PAID • CALENDARYEAR i S S % $ S ❑ FORGIVEN ELITE PERELECTION" to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC S S 3 s DATE INCURRED S DATE DUE ❑ PAID CALENDARYEAR S S % $ S ❑ FORGIVEN- RATE PER ELECTION'* t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC s s s s DATE INCURRED s DATE DUE SUBTOTALS $ 0 O S $ o Q $ 21, _. Schedule B Summary 1. Loans received:this period . ............................... ........................ ............................. $ a (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid:orforgiven this period ........................................................................... ............................... $ � v (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 $ V 000 .............................. ............................... Enter the net here and on the Summary Page, Column A, Line 2. (May be an°9aff"numb °d 'Amounts forgiven or paid by another party also must be reported on Schedule A. — If required. IcrwwIeacn Shce" E Linea) tContributor Codes IND- Indhridual COM— Recipient Committee (other than PTY or SCC) QTH — Other (e.g., business entity) PTY — Political Party SCC —Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Schedule B — Part 2 Type or print in ink. SCHEDULEB. -PART2 Loan Guarantors Amounts may be rounded Statemen co rs period • - to whole dollars. % �# ' from {f SEE INSTRUCTIONS ON REVERSE through page � of NAME OF F! ER I.D. NUMBER FULL NAME, STREET ADDRESY ANV IF AN INDIVIDUAL, ENTER ZIP CODE OF GUARANTOR CONTRIBUTOR OCCUPATION AND EMPLOYER LOAN AMOUNT GUARANTEED CUMULATIVE BALANCE OFCOMMRiEE. ALSO ENTER ID. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME OFaustNEss) THIS PERIOD OUTSTANDING TO DATE TO DATE ❑ IND LENDER CALENDARYEAR _ ❑ CD'1+.+1 ®©TH $ J j DATE PER ELECTION ❑ PTY � �/ �r �Vj OF REQUIRED) ❑ SCi(i $ ❑ IN D LENDER CALENDARYEAR ❑ COM S ®OT PERELEC ION ❑ PTY OWE OF REQUIRED) ❑ SCC $ ❑ IiVQ CALENDARYEAR LENDER o� COM $ U CTH PER ELECTION ® PTY DATE (IF REQUIRED) ❑ si'.rc $ ❑ IND LENDER CALENDARYEAR ❑ CUM $ ❑ OTH DATE PER ELECTION ❑ PTY (IF REQUIRED) �] SCC s SUBTOTAL $ 0 Pap, FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (86612753772) . - Schedule C Nonmonetary Contributions Received OF FILEY_'� R DATE RECEIVED r Type or print in Ink. Amounts may be rounded to Whole dollars. M, Statement cqvers period CALIFORNIA from 10 FORM 4 • through 3o Ark Page If I.D. NUMBER /& 7-; FULL NAME, STREET ADDRESS. AND CONTRIBUTOR WAN INDIVIDUAL, ENTER AMOUNT/ CUMULATIVE TO ZIP CODE OF CONTRIBUTOR CODE * OCCUPATION AND EMPLOYER DESCRIPTION OF FAIR MARKET DATE PER ELECTION (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER GOODS OR SERVICES CALENDAR YEAR TO DATE NAME OF BUSINESS) VALUE I (JAN 1 - DEC 31) (IF REQUIRED) P MIND 4 � 0oTM PTY � . / o� �} MIND E1 TY � / 9a o [3SCC MIND [30TH L� (� ps c 'A00 CIIND [3COM [10TH [31PTY [3SCC Attach additional information on appropriately labeled continuation sheets. SUBTQTAL $ 6 _Q_g7 Schedule C Summary 1. Amount received this period — itemized nonmonetary contributions. (Include all Schedule C subtotals.) f ................. 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 $ `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" FPPC Toll -Free Helpline: 866 /ASK -FPPC (866!2753772) Schedule D (Continuation Sheet) Summary of Expenditures, Supporting /Opposing Other Candidates, Measures and Committees NAME OF FILER Friends of Jan Marx DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR MEASURE NUMBER OR LETTER AND JURISDICTION, OR COMMITTEE Type or print in ink. Amounts may be rounded to whole dollars. TYPE OF PAYMENT DESCRIPTION (IF REQUIRED) None were made during this period D Statement covers period from 1July /08 through September 30/08 Page 12 of I.D. NUMBER 1307742 CUMULATIVE TO DATE PER ELECTION AMOUNTTHIS CALENDAR YEAR TO DATE PERIOD (JAN.1- DEC. 31) (IF REQUIRED) SUBTOTAL $ 0 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent Expenditure ❑ Support ❑ Oppose ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent Expenditure ❑ Support ❑ Oppose ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent Expenditure ❑ Support ❑ Oppose ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent Expenditure ❑ Support ❑ Oppose DESCRIPTION (IF REQUIRED) None were made during this period D Statement covers period from 1July /08 through September 30/08 Page 12 of I.D. NUMBER 1307742 CUMULATIVE TO DATE PER ELECTION AMOUNTTHIS CALENDAR YEAR TO DATE PERIOD (JAN.1- DEC. 31) (IF REQUIRED) SUBTOTAL $ 0 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule E Type or print in ink. Amounts may be rounded Statement cov rs period Payments Made to whole dollars. ! � rl/ from 2S SEE INSTRUCTIONS ON REVERSE IQAAAE OF FILE through Page A of I I 13D;Z7ZV Z CODES: If one of the following Codes accuratel des •b th avp CNS CTB CVC FIL FPD hD LEG LIT y cn es a payment, you may enter the code. Otherwise, describe the payment. campaign malia/misc. campaign consultants consult MBR UM member communications meetings and appearances RAD radio airtime and production casts contribution (explain nonmonetary)' OFC office expenses RFD returned contributions civic donations PET' petition circulating SAL campaign pa n workers' salaries candidate filevent llot fees PHO phone banks TEL U or cable airtime and production costs fundraising events POL polling and survey research TRC candidate travel, lodging, g ng, and meals independent expenditure supporting/opposing others (explain)' POS postage, delivery and messenger services TRS staff /spouse travel, lodging, and meals legal defense PRO professional services (legal,. accounting) TSF VOT transfer between committees of the same candidate/sponsor campaign literature and mailings PRT print ads voter registration WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE OF COMMITTEE• A= ENTER ID, NUMBER) mwL eiso ue summarized on Schedule D. SUBTOTAL$ 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 $ � S FPPC Form 460 (JanuaryM) FPPC Toll -Free Helpline: 8661ASK -FPPC (86612754772) Schedule E (Continuation Sheet) Statement covers period California Form 460 Payments Made from 7!1/08 Pageof —� Name of filer: Jan Marx through 9130/08 I.D. Number? 1307742 Name and address of pgee Code Description of Payment Amt Paid (Steven Marx for) Campai nPros.com Lincoln Illinois 62656 LIT reimb for signs 775.17 (Steven Manx for) Fed Ex Kinko's San Luis Obispo CA 93401 LIT reimb for photocopying 164.86 (Steven Marx for) GreenerPrinter Berkeley CA 94710 LIT reimb for brochure shipping 135.74 (Steven Marx for) GreenerPrinter Berkeley CA 94710 LIT reimb for brochure printing 913.12 (Steven Marx for) ModemPostcard CA 92008 LIT campaign business cards 110.21 (Steven Marx for) Trader Joe's San Luis Obispo CA 93401 OFC groceries for kickoff party 104.91 Deborah Denker San Luis Obis o CA 93401 LIT ph o rahy 250.00 Du Davis, Fertile Minds Des! 2n San Luis Obispo CA 93401 LIT _graphics and web design 843.75 Dusty Davis, Fertile Minds Design San Luis ObisP2 CA 93401 LIT graphics and web design 1100.00 Dusty Davis, Fertile Minds Design San Luis Obispo CA 93401 WEB web design 1187.50 Fed Ex lQnko's San Luis Obispo, CA 93401 LIT copyin2 precinct lists 145.08 Gaia Graphics San Luis Obispo CA 93401 LIT graphic design 1000.00 Goleta Valley Business Forms Santa Barbara CA 93121 POS printing & mailing services 1500.00 HopeDance Magazine Templeton CA 93465 PRT advertising 160.00 Leading E e, Stockton CA 95206 OFC precinct lists 519.27 San Luis Mailing Service San. Luis Obispo CA 93401 POS mail service & postage 586.68 Subtotal $ 9967.86 Schedule F SCHEDULEF Type or print in ink. Statement covers period CALIFORNIA Amounts may be rounded p Accrued Expenses (Unpaid Bills) to whole dollars. from 7/1/2008 ■ � 6 , SEE INSTRUCTIONS ON REVERSE through 9/30/2008 Page (.5- of NAME OF FILER I.D. NUMBER Friends of Jan Marx 1307742 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW 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 tv. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals '7 fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals 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 CREDITOR CODE OR (a) OUTSTANDING (b) AMOUNTINCURRED (c) AMOUNT PAID (d) 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 Goleta Valley Business Forms Santa Barbara CA 93121 LIT $3785.25 $1500.00 i $1285.25 Gaia Graphics San Luis Obispo CA l 93401 LIT $2070.00 I $1,000.00 i $1070.00 Campaign Master Card # i iotocopying Mailing #4 Fed Ex Kinko's LIT $115.40 $115.40 SLID CA 93401 * Payments that are contributions or independent expenditures must also be �r summarized on Schedule D. SUBTOTALS $ $ $S 00 , $ 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.) , .......... INCURRED TOTALS $ ' .......... PAID TOTALS $ SOD, XX 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) ................................................................................................................. ............................... NET $ May be a negative number FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule F (Continuation Sheet) Accrued Expenses (Unpaid Bills) CODE OR Type r print rint in ink. Amounts may be rounded to whole dollars. SCHEDULE F (CONT.) Statement covers period • 7/1/2008 • ' ' from through 9/30/2008 l Page / � of NAME OF FILER (d) OUTSTANDING (IF COMMITTEE, ALSO ENTER I.D. NUMBER) I.D. NUMBER Friends of Jan Marx THIS PERIOD THIS PERIOD 1307742 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP campaign paraphernalia/misc. NIBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* J OFC office expenses SAL campaign workers' salaries I VC civic donations PET petition circulating TEL t.v. or cable airtime and production costs candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FM fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals FD 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 Lrr campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) " Payments that are contributions or independent expenditures must also be summarized on Schedule D. NAME AND ADDRESS OF CREDITOR CODE OR (a) OUTSTANDING (b) AMOUNTINCURRED (c) AMOUNT PAID (d) 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 Campaign Master Card # photocopying Mailing #3 Fed Ex Kinko's LIT $20.85 $20.85 SLO CA 93401 Campaign Master Card # photocopying Mailing #4 Fed Ex Kinko's LIT $47.52 $47.52 DLO CA 93401 9/23/2008 Campaign Master Card # email services createsend.com emai newsletter software WEB $9.02 $9.02 (no physical address known) SUBTOTALS $ Q $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) Schedule G Type or print in ink. Payments Made by an Agent or Independent Amounts may be rounded Contractor (on Behalf of This Committee) to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Friends of Jan Marx NAME OF AGENT OR INDEPENDENT CONTRACTOR Statement covers pe from 1July /08 through September 30/08 Page 1� of I.D. NUMBER 1307742 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 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 PEr 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 W 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) ' Payments that are contributions or independent expenditures must also be summarized on Schedule D. NAMEAND ADDRESS OF PAYEE OR CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT I AMOUNT PAID -7uvu, A [L� dit, Attach additional information on appropriately labeled continuation sheets. TOTAL" $ " Do not transfer to any other schedule or to the Summary Page. This total may not equal the amount paid to the agent or independent contractor as reported on Schedule E FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) 5GHEDULEH, Schedule H Type or print in ink. Statement covers period Loans Made to Others` Amounts may be rounded j i [ • ' . ' to whole dollars. from '✓ 4l_CL_'� 6 • e I i SEE INSTRUCTIONS ON REVERSE NAME OF FILER FULL NAME, STREET ADDRESS AND ZIP OF RECIPIENT OF COMMITTEE, ALSO ENTER I.D. NUMBER) through 6 d INTEREST RECEIVED ❑ PAID S y % ❑ FORGRIEN RME s s s s DATE DUE Page of ` ? I.D. NUMBER X30 -17 4-2, M 15) ORIGINAL CUMULATIVE AMOUNTOF LOANS LOAN TO DATE CALENDAR YEAR S S PER ELECTION`i' $ DATE INCURRED ] PAIO s CALENDAR YEAR _T Os $ WE ❑ RGNEN PER ELECTIDN� $ s $ s $ DATE DUE DATE INCURRED 'Loans that are contributions to another candidate or committee must also be summarized on Schedule D. Loans forgiven'must - T` also be reported on Schedule E. SUBTOTALS $ $ $ ti Schedule I, Line 3) Schedule H Summary 1. Loans made this period .................. ............................... (Total Column (b) plus unitemized loans of less than $100.) .-If Required 2. Payments received on loans .... ............................... (Total Column (c) plus unitemized payments of less than $100.) I Net change this period. (Subtract Line 2 from Line 1.) .................. ............................ NET $ (Enter the net here and on the Summary Page, Column A, Line 7.) (MM a Regawe nwwo FPPC Form 460 (January /06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275-3772) IF AN INDIVIDUAL, ENTER Ia} OUTSTANDING (b} AM' (c) OCCUPATION AND EMPLOYER BALANCE REPAYMENT OR (IF SELF - EMPLOYED, ENTER NAME OF BUSINESS) BEGINNING THIS LOANED THIS PERIOD FORGIVENESS BALANCEAT CLOSE OF THIS PERI00 THIS PERIOD" PERIOD INTEREST RECEIVED ❑ PAID S y % ❑ FORGRIEN RME s s s s DATE DUE Page of ` ? I.D. NUMBER X30 -17 4-2, M 15) ORIGINAL CUMULATIVE AMOUNTOF LOANS LOAN TO DATE CALENDAR YEAR S S PER ELECTION`i' $ DATE INCURRED ] PAIO s CALENDAR YEAR _T Os $ WE ❑ RGNEN PER ELECTIDN� $ s $ s $ DATE DUE DATE INCURRED 'Loans that are contributions to another candidate or committee must also be summarized on Schedule D. Loans forgiven'must - T` also be reported on Schedule E. SUBTOTALS $ $ $ ti Schedule I, Line 3) Schedule H Summary 1. Loans made this period .................. ............................... (Total Column (b) plus unitemized loans of less than $100.) .-If Required 2. Payments received on loans .... ............................... (Total Column (c) plus unitemized payments of less than $100.) I Net change this period. (Subtract Line 2 from Line 1.) .................. ............................ NET $ (Enter the net here and on the Summary Page, Column A, Line 7.) (MM a Regawe nwwo FPPC Form 460 (January /06) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275-3772) Schedule I Type or print in ink. `Miscellaneous Increases to Cash Amounts may be rounded Statement covers period to whole dollars. � O� from X�y SEE INSTRUCTIONS ON REVERSE throug o`er NAMEOFFILER DATE ! F EANDADDRESS OF SOURCE RECEIVED Ij (IFC MIrt�ALSOE TER I.D. NUMBER) DESCRIPTION OF RECEIPT AIDE WEYFIVA Z> . Attach additional information on appropriately labeled continuaSon sheets. SUBTOTAL $ Schedule I Summary 1. Itemized increases to cash this period............. 2. Unitemized increases to cash of under $100 this period ....................... 3_ Total of all interest received this period on loans made to others_ (Schedule H, Column (e).) .. ............................... $ 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Line 14.) ............ TOTAL $ Page I of I. D. NUMBER 130 '77e5�z AMOUNT OF INCREASE TO CASH FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (8661275-3772)