HomeMy WebLinkAboutJan Marx - Form 460 - Preelection - 10-21-2008Recipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200 - 84216.5)
SEE INSTRUCTIONS ON REVERSE
fro
Type or print in ink.
Statement covers period I Date of election if appl
0c; 61 I ss (Month, Day, Year)
m
through u 02;I ';L9
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 Recall 0 Controlled
(Also Complete Part 5) 0 Sponsored
❑ General Purpose Committee (Also Complete Part 6)
0 Sponsored ❑ Primarily Formed Candidate/
0 Small Contributor Committee Officeholder Committee
0 Political Party /Central Committee (Also Complete Part 7)
3. Committee Information
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
STREET ADDRESS (NO P.O. BOX)
42
04 40\1 7-CM9
Date Stamp
RECEIVED
�n`
iY r 7 I L...iiV
SLO CITY CLERK
1
2. Type of Statement:
Preelection Statement
❑ Semi - annual Statement
❑ Termination Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
Treasurer(s)
COVER PAGE
If /c,
For Official Use Only
❑ Quarterly Statement
❑ Special Odd -Year Report
❑ Supplemental Preelection
Statement - Attach Form 495
NAME OF TREASURER It
pO j 1) io gEke 0
MAILING ADDRESS
CiTL 4 t ; STATE ZIP CODE AREA CODEIPHONE
CITY STATE ZIP CODE AREA CO ElPH
5AN �VI!5 I,
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
CITY STATE ZIP CODE AREA CODE /PHONE
OPTIONAL: FAX I E -MAIL ADDRESS
zkv�Q _w�11►1��
4. Verification
I have used all reasonable diligence in preparing and reviewing this statement and to the best of
under penalty of perjury onderkle laws ofthe State of California that the foregoing is true and of
Executed onV v By
y��rOa_fs
Executed or, '- 2-4 2��
Oat3 BY t
Executed on L
Date
Executed on
Date
By
By
rNAME OF ASSISTANT TREASURER, IF ANY
�J J K069-Tk Soui_e_s
CITY STTAI E ZIP CODE A EA CO�Dj E /PHO�NIE
OPTIppI AL: FAX E-MAIL e M;A ✓ e{lk
the information cunt "i bin and in the attached schedules is true and complete. I certify
SignatureotControllingOtfficeholder, ,Candidate,StateMeasure Proponent FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275 -3772)
State of California
Instructions for
Recipient Committee
Campaign Statement —Cover Page
{U�_
Period Covered by a Statement:
The "period covered" by a campaign statement
begins the day after the closing date of the last
campaign statement you filed. For example, if the
closing date of the last statement was September
30, the beginning date of the next statement will be
October 1.
If this is the committee's first campaign statement,
begin with January 1 of the current calendar year.
The closing date of the statement depends on the
type of statement you are filing.
Date of Election:
If you are filing this statement as a preelection
statement in connection h a electi enter the
date of the election.
Type of Recipient Committee:
Check one box to indicate the type of committee
filing the statement. General descriptions are
provided on the cover sheet to this form, or contact
your filing officer or the FPPC for assistance.
Following are some additional guidelines:
Controlled Committee
i ee is one that is controlled
by a candidate, officeholder or, in the case of a
state ballot measure committee, by the proponent
of the measure. A committee is "controlled" if the
candidate, officeholder, or proponent, his or her
agent, or any other committee he or she controls,
has a significant influence on the actions or
decisions of the committee.
Sponsored Committees
A sponsored committee is one that has a
sponsor —a business entity, organization, union,
or other entity —that meets certain criteria.
Sponsored ballot measure committees and
general purpose committees must include the
name of the sponsor in the name of the
committee.
Small Contributor Committees
• This term is significant only if the committee
makes contributions to candidates running for
elective state office.
Type of Statement:
Check the appropriate box(es) to indicate the type of
statement you are firing (or amending).
Amendments: If you are filing an amendment to a
previously filed statement, give a brief explanation of
the amendment and list the schedules being
amended. Include an amended summary page, if
applicable. Be sure to enter the period covered of
the statement you are amending.
Termination: A committee must continue filing
campaign statements each year until it is eligible to
terminate and files a Form 410 Termination.
Most officeholders must continue filing campaign
statements until they have terminated all controlled
committees and have left office.
Committee I.D. Number:
If the committee has not yet received an
identification number from the Secretary of State,
enter "Not Yet Received." File Form 410 to obtain an
I.D. Number.
Verification:
The statement must be signed by the committee
treasurer orthe assistant treasurer named on the
committee's Statement of Organization (Form 410).
An officeholder, candidate, or state measure
proponent who controls the committee must also
sign the statement. If two or three officeholders,
candidates, or proponents control the committee,
each must sign the statement. If more than three
control the committee, one may sign on behalf of the
others.
Under certain circumstances, the responsible officer
of a sponsoring organization must sign the
statement.
Additional Important Information:
Refer to the FPPC Campaign Disclosure Manual for
your type of committee for information about:
• When, where, and what type of statements the
committee is required to file.
• Closing date of campaign statements.
• Sponsored committee criteria.
• Termination criteria.
• Recordkeeping requirements and prohibitions.
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772)
Recipient Committee Type or print in ink. COVER PAGE - PART 2
Campaign Statement CALIFORNIA
Cover Page — Part 2
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
CLPI
OFFICE SOUGHT OR HELD 6Nr; U a 11,1TION P.ND DISTRICT NUMBER IF APPLICABLE)
RESIDENTIAUB SINESS ADDRESS (NO_ AND ST EET)
Rela&d Committees Not Included in this Statement: Listany 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.
COMMITTEENAMEE y I.D NUMBER
vv `
NAME OF TREA RER CONT R&LED COMMITTEE?
YES ❑ NO
COMMITTEE ADDRESS STREET ADDRESS (NO
CITY STATE ZIP CODE AREA CODE/PHONE
COMMITTEENAME I.D. NUMBER
NAME OF TREASURER COW24OLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEEAOD SS STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE /PHONE
Page Z of l�
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE 9
BALLOT NO, OR LETTER JLIRISDICTbk El OPPOSE
SUPORT
Identify the controlling officeholder,
NAME OF OFFICEHOLDER, CANDIDATE, Oe
OFFICE SOUGHT OR HELD
or state measure proponent, if any.
DISTRICT NO. IF ANY
7. Primarily Formed Candidate /Officeholder Committee List names of
officeholder(s) or candidate(s) for which this committee is primarily formed.
NAME OF OFFICEHOLDER OR CANDID
OFFICE SOUGHT OR ELO
Ll SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLE&RIOR C DIDATE
OFF SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
FFICE SOUGHT OR HELD
❑SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CA IDATE
OFFICE SOU NT OR HELD
❑ SUPPORT
❑ OPPOSE
Attach continuation sheets if necessary
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275-3772)
State of California
Instructions for
Recipient Committee
Campaign Statement— Cover Page.
Officeholder or Candidate Controlled
Committee:
Candidates must have a separate bank account and
committee to run for different elective offices. A
candidate who is required to file campaign
statements in connection with more than one
elective office but is only receiving contributions and
making expenditures for one of the offices, may
include both offices on one Form 460. In Part 5 of
the cover page, enter the candidate's name and
under "Office Sought or Held," identify each office,
and state whether the candidate is seeking or
holding the office. The Form 460 must be filed with
the appropriate filing officer(s) for each office.
For example, a city councilmember is raising funds
to run for the county board of supervisors. She has
no committee and is not raising or spending funds in
connection with the city office, and has formed a
controlled committee for the county office. To
comply with the requirements to file campaign
statements for both her city office and her county
candidacy, she may complete one Form 460 each
campaign reporting period, which she will file with
the city clerk and the county elections department.
In Part 5 of the Form 460 Cover Page, under "Office
Sought or Held," she will state that she is holding
the office of city councilmember (including the name
of the city) and that she is seeking a seat on the
board of supervisors (including the name of the
county).
Ballot Measure Committee:
Part 6 of the Form 460 Cover Page must be
completed by committees that are primarily formed
to support or oppose the qualification or passage of
a single ballot measure or two or more measures
being doted on in the same city, county, multicounty,
or state election. A "general purpose" ballot
measure committee (one that supports or opposes a
variety of state and /or local ballot measures) is not
required to complete Part 6.
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275-3772)
Campaign Disclosure Statement
Summary Page
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER lA ,
Contributions Received
BMW
1. Monetary Contributions ............ ............................... Schedule A, Linea
2. Loans Received ....................... ............................... Schedule B, Line 3
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2
4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3
5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4
Expenditures Made
6. Payments Made ...........................
7. Loans Made .. ...............................
8. SUBTOTALCASH PAYMENTS - -..
9. Accrued Expenses (Unpaid Bills)
10. Nonmonetary Adjustment ....... --
11. TOTAL EXPENDITURES MADE ...
.......... Schedule E, Line 4
............ Schedule H, Line 3
........ .............. Add Lines 6 +7
......... Schedule F Line 3
........... Schedule C, Line 3
....... Add Lines B + 9 + 10
Type or print in ink.
Amounts may be rounded
to whole dollars.
Column A
TOTALTHIS PERIOD
(FROM ATTACHED SCHEDULES)
$ 310
$ 3f50
SUMMARYPAGE
Statement covers period
from FORM • I
through /" "Gr Page '3 of
Column B
CALENDARYEAR
TOTALTO DATE
600.
$ 2 / _•
$
$ J4
p
$ 3 5 S $ 17 (eq3 /fP
Current Cash Statement q
12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ D _
13. Cash Receipts .................... ............................... Column A, Line 3 above 3 1
14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 0
15. Cash Payments........... ........ ......... .... .. .......... . . . . .. Column A, Line 8above d5
16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ =
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ...................... e, Part 2 $ 0
Cash Equivalents and Outstanding Debts
18. Cash Equivalents .......... ........ ...................... See instructions on reverse $ l l
19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ _15— U 5• 4
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).
I.D. NUMBER
/3o ?-?-41a
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
1/1 through 6130 7/1 to Date
20. Contributions ►f�
Received $ I $
21. Expenditures
Made $ $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made'
(IrSubjectto Voluntary Expenditura Limit)
Date of Election Total to Date
(mmlci�lyY)
. J� $
11 $
'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 (866/2753772)
Instructions for
Summary Page
Campaign Disclosure Statement
The Summary Page provides an overview of the
committee's financial activities and is completed for
each filing.
Column A reflects activities during the current
reporting period as reported on Schedules Athrough
H. It is not necessary to attach a blank schedule if
there has been no reportable activity during the
period, but it is necessary to enter a zero or the
word "none" on the appropriate line in Column A of
the Summary Page.
Column B figures should reflect the cumulative total
since January 1 of the current calendar year.* Add
the totals from Column B of the committee's last
campaign statement (if any) to the corresponding
amounts in Column A. If this is the first report being
filed for a calendar year, only carry forward the
amounts reported on Lines 2, 7, and 9 of Column B
(if any) from the committee's last statement. (Note:
The amounts reported on Lines 2, 7, and 9 of Column
B should be the same as the total outstanding
amounts disclosed in column (d) of Schedules B, F,
and H, respectively, of the current report.)
When loans (Schedules B and H) and accrued
expenses (Schedule F) are paid, the figures to be
carried from the schedules to Lines 2, 7, and 9 of
Column A may be negative numbers. In this case,
be sure to show them as negative figures on the
Summary Page (e.g., with a minus sign ( -) or in
parentheses), and subtract them when totaling
Columns A and B.
"There are exceptions to the calendar year
"cumulation period" for candidate elections and
ballot measure elections held in January and early
February, and for ballot measure qualification
activities. Consult the FPPC Campaign Disclosure
Manual for your type of committee for additional
information.
Current Cash Statement:
Lines 12 -16 of the Summary Page should accurately
reflect your current cash position. Beginning and
ending cash balances should include the total
amount of funds in your campaign checking and
savings accounts, plus any investments that can be
readily converted tc cash, such as certificates of
deposit, money market accounts, stocks and
bonds, etc. (Officeholders and candidates are
subject to bank account restrictions, and all
committees should read the FPPC Campaign
Disclosure Manual regarding appropriate uses of
campaign funds.)
Line 12 (Beginning Cash Balance) must be the same
as the ending cash balance reported on Line 16 of
your previous statement's Summary Page. If this is
your`irst campaign statement, enter zero on Line 12.
Line 16 (Ending Cash Balance) is the total of Lines
12, 13, and 14, minus Line 16.
If you are filing a termination statement, Line
16 must be zero.
Cash Equivalents:
"Cash equivalents" include investments that cannot be
readily converted to cash, as well as the balance due
on all outstanding loans the committee has made to
others (from Line 7 of Column B of the Summary
Page). Investments that can be readily converted to
cash_ such as certificates of deposit or money
market funds, should be included in the cash on hand
figures on Lines 12 and 16 of the Summary Page.
Summary for Primary and General
Elections (Lines 20 and 21):
This section is only for committees that are:
• Controlled by a candidate who is being voted on
in both the state primary and general elections
(does not apply to controlled ballot measure
committees); or
• Primarily formed to support or oppose candidates
being voted on in both the state primary and
general elections.
Complete this summary on the preelection and
semi - annual statements forthe general election,
covering periods during the last six months of the
year (July 1- December 31).
Expenditure Ceiling Summary for State
Candidates (Line 22):
Candidates for elective state officewho have
accepted the voluntary expenditure ceiling for a
particular election must disclose the total amount of
expenditures made through the end of the reporting
period that are subject to the expenditure ceiling for
the election. Report the date of the election and
total amount expended for that election. Report
totals for the primary and general elections
separately. This information is no longer required if
the expenditure ceiling has been lifted. (See FPPC
Campaign Disclosure Manual 1.)
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (86612753772)
Schedule A
Monetary Contributions Received
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
DATE I FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR
RECEIVED (IF COMMI-TEE, ALSO ENTER I.D.NUMBER) CODE *
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF- EMPLOYED, ENTER NAME
OF BUSINESS)
SCHEDULE A
Statement covers period
�y
Q CALIFORNIA
from _40 j� 0 O
through /g Qom% O� Page e 4 of!
I.D..g NUUUM�M.BER ''//
AMOUNT CUMULATIVE TO DATE PER ELECTION
RECEIVED THIS CALENDAR YEAR TO DATE
PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED)
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 $100
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) .......
SUBTOTAL$
........................ $ 6-im"O' _
TOTAL AN
'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 (8661275 -3772)
❑IND
❑ COM
❑OTH
E] PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
�I
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑IND
❑COM
❑ 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 $100
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) .......
SUBTOTAL$
........................ $ 6-im"O' _
TOTAL AN
'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 (8661275 -3772)
Instructions for
ScheduleA
Monetary Contributions Received
Report monetary contributions (except loans)
received during the reporting period on Schedule A.
Also report on Schedule A if a contributor forgives a
loan for you or a third party pays a loan for you.
Loans received during the period are reported on
Schedule B. Certain transfers between a state
candidate's - controlled committees are also
disclosed on Schedule A. (See FPPC Campaign
Disclosure Manual 1.)
If a total of $100 or more is received from a single
contributor during a calendar year, report the name,
street address, city, state and zip code of the
contributor, the amount contributed this period, and
the cumulative amount received from the contributor
since January 1 of the current calendar year.*
Include monetary and nonmonetary contributions
and loans when reporting the cumulative amount.
Contributions totaling less than $100 received from
a single contributor during a calendar year are
reported as a lump sum on Line 2 of the Schedule A
Summary.
*There are exceptions to the calendar year
"cumulation period" for candidate elections and
ballot measure elections held in January and early
February, and for ballot measure qualification
activities. (Seethe FPPC Campaign Disclosure
Manuals for candidates and ballot measure
committees.)
Date Received:
A monetary contribution has been received when
the candidate or committee, or an agent of the
candidate or committee, receives or obtains control
of the check or other negotiable instrument. There
are special rules for reporting the date contributions
are received by a committee that collects
contributions through employee payroll deductions
or membership dues.
Contributor Codes:
For each itemized contributor, check the applicable
contributor code:
IND-- contributions from any individual's personal
funds.
COM-- contributions from other committees that
receive contributions. These committees will have
an identification number assigned by the Secretary
of State. Examples: political action committees,
other candidates' committees. (State committees
should use PTY or SCC when appropriate.)
OTH -- business entities and other contributors.
PTY— contributions from political parties (including
state and county central committees).
SCC -- contributions from small contributor committees
(applicable only to state candidates and committees).
Contributions from Individuals:
When itemizing a contribution from an individual,
also disclose the contributor's occupation and the
name of his or her employer. If the contributor is
self - employed, provide the name of his or her
business. If the contributor is not employed, enter
"none."
It is not necessary to enter occupation and employer
information for other types of contributors (such as
business entities).
Missing Contributor Information: A contribution
of $100 or more must be returned to the contributor
within 60 days if the recipient does not obtain the
contributor's address, occupation and employer.
Contributions from Committees:
When itemizing a contribution from another
recipient committee, disclose the identification
number assigned to that committee by the Secretary
of State in addition to its name and address. If no
ID number has been assigned, provide the name
and address of that committee's treasurer.
Intermediaries:
If you receive a contribution through an
intermediary (i.e., you have received a contribution
check from a person other than the true source of
the funcs), disclose all of the required information
for both the intermediary and the actual contributor.
Per Election to Date:
Candidates subject to state contribution limits (or if
required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the calendar
year cumulative amount. (Candidates for elective
state office should refer to FPPC Campaign
Disclosure Manual 1.)
Additional Important Information:
Referto the FPPC Campaign Disclosure Manual for
yourtype of committee for important information
about aggregating monetary and nonmonetary
contributions, recordkeeping, prohibitions on cash
contributions, returning contributions, and more.
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 - 3772)1
Schedule A (Continuation Sheet) Statement covers period California_ Form 4660
ZE
Montary Contributions Received from 10/1/08 Page -6 of
Name of filer: Jan Marx through 10/18//08 I.D. Number: 1307742
Date
Name and address
Code
Occupation & Employer
$ Period
$ YTD
$ Election
10/07/08
Frank, Laura; San Luis
Ind
Retired
100
100
100
Obispo, CA 93401
10/07/08
Hill, Adam; Grover Beach, CA
Ind
Professor, Cal Poly
100
100
100
93433
10/07/08
Krejsa, Richard; San Luis
Ind
Retired
100
100
100
Obispo, CA 93405
10/16/08
Leimer, Mary Jane; San Luis
Ind
Family Therapist, Self
100
100
100
Obispo, CA 93401
10/16/08
Marcotte, Paul; San Luis
Ind
Retired
100
100
100
Obispo, CA 93401
10/10/08
Porche, Kenneth; San Luis
Ind
Contractor, Self
1-00
1 00
100
Obispo, CA 93401
10/16/08
Thomsson, Gus; San Luis
Ind
Retired
100
100
100
Obis o, CA 93401
10/10/08
Weinstein, Stephen; San
Ind
Retired
100
100
100
Luis Obispo, CA 93401
10/16/08
Hannings, David; San Luis
Ind
Professor, Cal Poly
50
125
125
Obispo, CA 93401
10 /07 /08,Kranzdorf,
Richard; San Luis Obispo,
Ind
Retired
50
150
150
CA 93405
10/10/08
McCollum, Craig; San Luis Obispo,
Ind
Mediator, Just Resolutions
50
150
150
CA 93401
10/16/08
Snetsinger, John; San Luis Obispo,
Ind
Retired
50
150
150
CA 93405
10/07/08
Davidson, Otto; San Luis
Ind
Retired
195
195
195
Obispo, CA 93405
10/16/08
McEre, Sara; San Luis Obispo, CA
Ind
Apt owner, Self
100
200
200
93401
10/10/08
Nelson, Lawrence; San Luis
Ind
Retired
100
200
200
Obispo, CA 93405
10/07/08
Ogren, Paul; San Luis
Ind
Retired
200
200
200
Obispo, CA 93405
Subtotal $ Period): /� ��
Schedule B — Part 1
Type or print in ink.
a
OUTSTANDING
SCHEDULEB -PART1
(0)
AMOUNT PAID
Amounts may be rounded
Statement covers period
• _
Loans Received
to whole dollars.
^
RECEIVED THIS
OR FORGIVEN
BALANCEAT
CLOSE OF THIS
from _ V
•
NAMEOFBUSINESS)
i
08
-
'
SEE INSTRUCTIONS ON REVERSE
PERIOD
through
Page of
NAME OF FILERjJ
I.D. NUMB ER�- / o`
FULL NAME, STREET ADDRESS AND ZIP CODE
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
a
OUTSTANDING
Ibl
AMOUNT
(0)
AMOUNT PAID
A
OUTSTANDING
(e)
INTEREST
Ifl (sl
ORIGINAL CUMULATIVE
OF LENDER
(IF COMMITTEE, ALSO ENTER LID, NUMBER)
(IF SELF - EMPLOYED, ENTER
BALANCE
BEGINNING THIS
RECEIVED THIS
OR FORGIVEN
BALANCEAT
CLOSE OF THIS
PAID THIS
AMOUNTOF CONTRIBUTIONS
NAMEOFBUSINESS)
PERIOD
PERIOD
THIS PERIOD*
PERIOD
PERIOD
LOAN TO DATE
E] PAID
CALENDAR YEAR
5
$
%
5
FORGIVEN ❑
PER ELECTION -
i
tEl IND ❑ COM ❑ OTH ❑ PTY SCC
❑
5
5
g
❑ PAID
DATE pU'
DATE INCURRED
--1
$
S
%
g
;L.E>B'A-lYE
❑ FORGIVEN
RATE
PER ELECTION'*
t❑ ❑ COM ❑ OTH ❑ PTY ❑ SCC
IND
5
$
$
$
DATE DUE
DATA URStEr3
P
CALENDARYEAR
PER ELECTION""'
FORGIVEN
xarE
t❑ IND ❑ COM ❑ OTH PTY ❑ SCC
S
$
DATE DUE
DATE INCURRED
SUBTOTALS $ $ $ $
Schedule B Summary
1. Loans received this period .............................. .......................... . . . .. ...... -. .................... ___ ....- ............ $10
(Total Column (b) plus unitemized loans of less than $100.)
2. Loans paid or forgiven this period ... .................... ............................ .................... ............................... .. $
(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 $
Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number)
ttnter(e)(m
Schedule E, Line 3)
tContributor Codes
IND — Individual
COM — Recipient Committee
(other than PTY or SCC)
OTH — Other (e.g., business entity)
PTY — Political Party
SCC —Small Contributor Committee
'Amounts forgiven or paid by another party also must be reported on Schedule A.
If required. FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)
Z
Instructions for
Schedule B — Part 2
Loan Guarantors
Guarantors of loans received or outstanding during
the reporting period are reported on Schedule B —
Part 2. A "guarantor' is a third party that co- signs,
endorses, or provides security for a loan, or
establishes or provides security for a line of credit.
A guarantor is also making a contribution.
For each guarantor of $100 or more, enter the name
and address of the guarantor and, if the guarantor is
an individual, his /her occupation and employer or, if
self employed, the name of his /her business.
Enter the name of the lender or the entity at which a
line of credit was established and the date of the
loan or the date the line of credit was established.
Enterthe amount guaranteed this period, if
applicable. For lines of credit, enter the full amount
established or secured by the guarantor during the
period. (Report amounts drawn on a line of credit
on Schedule B — Part 1.)
Enter the cumulative amount guaranteed during the
calendar year covered by the statement.
Candidates subject to state contribution limits (or f
required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the calendar
year cumulative amount. (Candidates for elective
state office should refer to FPPC Campaign
Cisclosure Manual 1.)
Report the outstanding balance for which the
guarantor is liable at the close of this reporting
period.
Loan guarantees are not included in the Schedule B
Summary, but are carried forward in a lump sum to
Line 17 of the Summary Page.
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772)
Schedule C Type or print in ink.
Amounts may be rounded
Nonmonetary Contributions Received to whole dollars.
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Statement covers period
&Z-5from l I
through / a7- 00""
Page ofd
I.D. NUMBER
130 �2
DATE
FULL NAME, STREET ADDRESS AND
CONTRIBUTOR
IF AN INDIVIDUAL. ENTER AMOUNT/ CUMULATIVE TO
DESCRIPTION OF DATE
OCCUPATION AND EMPLOYER
PER ELECTION
RECEIVED
ZIP CODE OF CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE
FAIR MARKET
(IF SELF- EMPLOYED, ENTER GOODS OR SERVICES !' VALUE CALENDAR YEAR
IF REQUIRED
( )
NAME OF BUSINESS) (JAN 1 - DEC 31)
❑IND
--
A/0 E D 0 R i \JG
fll:)
❑ PTY
❑ SCC
❑IND
-
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑IND
❑ COM
f�
❑ OTH
❑ PTY
❑ SCC
❑IND
❑ COM
❑OTH
❑ PTY
❑SCC
Attach additional information on appropriately labeled continuation sheets, SUBTOTAL $ i -~
Schedule C Summary
1. Amount received this period — itemized nonmonetary contributions.
(Include all Schedule C subtotals.) ............................... ...............................
................... - ................... $
2. Amount received this period — unitemized nonmonetary contributions of less than $100 ..... ............................... $ O
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 $ D
`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)
Instructions for
Schedule D
Summary of Expenditures Supporting /Opposing Other
Candidates, Measures, and Committees
Schedule D is a summary of payments reported on
Schedules E, F, and H that are contributions or
independent expenditures to support or oppose
candidates and committees. These include:
A direct monetary contribution or loan made to
another candidate or committee.
• A payment made to a vendor for goods or
services for a candidate or committee (a
nonmonetary contribution).
• A donation to a candidate or committee of goods
on hand, or the payment of salary or expenses for
a campaign employee who spends 10% or more
of his or her compensated time working for
another candidate or committee.
• A payment made for a communication (e.g., a
mailing, billboard, radio ad) that expressly
advocates the election, passage or defeat of a
clearly identified candidate or ballot measure, but
the payment is not made to—or at the behest of—
the candidate or a ballot measure committee.
These payments are "independent expenditures"
and may trigger additional reports for your
committee.
Note:
Campaign funds of a candidate or officeholder
may not be used to make independent
expenditures to support or oppose other
candidates.
If a total of $100 or more is contributed or expended
during a calendar year to support or oppose a single
candidate, ballot measure, or general purpose
committee (e.g., a political party), disclose the
name of the candidate and the office sought or held
and the candidate's district, if any, the number or
letter and jurisdiction of the ballot measure, or the
name of the general purpose committee. For each
candidate or measure listed, indicate whether the
payment was made to support or oppose the
candidate or measure. For example, if you made a
contribution to the Committee Against Measure A,
check the "Oppose" box.
Disclose the date(s) and amount(s) of contributions
or independent expenditures made this period
relative to each candidate, measure, or committee,
and the cumulative amount contributed or paid to
date relative to the candidate, measure, or
committee since January 1 of the current calendar
year. Cumulate contributions and independent
expenditures separately.
Contributions and expenditures of less than $100 to
support or oppose a single candidate or measure
during a calendar year are totaled and reported as a
lump sum on Line 2 of the Schedule D Summary.
Per Election to Date:
If a contribution is made to a candidate that is
subject to state contribution limits (or if required by
local ordinance), disclose the total amount
contributed to t -ie committee in connection with
each limitation cycle and identify the election year.
The primary and general elections are separate
"Per Election to Date" Column
Limitation Cycle
Year of Election
Primary P
2003 03
General G
2004 04
Special S
2005 05
Runoff R
2006 06
elections. For example, a $3,300 contribution to a
candidate for the primary election in 2006 would be
disclosed as "$3,300 P -06."
Description:
If you contributed goods on hand to another candidate
or committee (e.g., office supplies), describe the
goods or services in the "Description" column and
disclose the fair market value of the contribution. The
fair market value is the amount it would cost the
recipient to purchase the goods or services. Because
payments must be described when they are reported
on Schedules E and F, you need not provide a
description on Schedule D for payments reported on
Schedules E or F that are nonmonetary contributions
or independent expenditures.
Date of Contribution or Expenditure:
A monetary contribution is made on the date it is
mailed, delivered, or otherwise transmitted itto the
candidate or committee. A nonmonetary
contribution is made on the earlier of the following: 1)
the date you made an expenditure for goods or
services at the behest of the candidate or
committee; or 2) the date the candidate or
committee obtained possession or control of the
goods or services.
Additional Important Information:
Refer to the FPPC Campaign Disclosure Manual for
yourtype of committee for important information
about recordkeeping, prohibitions on cash
payments, restrictions on the use of campaign
funds, and more.
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772)
Schedule D
Summary of Expenditures Type or print in ink.
Supporting/opposing Other Amounts may be rounded
to whole dollars.
Candidates, Measures and Committees
SEE INSTRUCTIONS ON REVERSE
SCHEDULED
Statement covers period CALIFORNIA
from Pz 6r_,0F
through 1f CC'7_0` Page U of _LL
NAME OF FILER
Monetary
I.D. J D 77
DATE
NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR
TYPE OF PAYMENT DESCRIPTION
CUMULATIVETO DATE
AMOUNTTHIS
PER ELECTION
MEASURE NUMBER OR LETTER AND JURISDICTION,
(IF REQUIRED)
CALENDAR YEAR
TO DATE
Independent
ORCOMMITTEE
PERIOD JAN 1 -DEC. 31
( )
(IF REQUIRED)
s
❑ Support ❑ Oppose
❑ Support ❑ Oppose
❑ Support ❑ Oppose
Schedule D Summary
❑
Monetary
Contribution
71-.111 i
❑
Nonmonetary
Contribution
❑
Independent
Expenditure
❑
Monetary
Contribution
❑
Nonmonetary
Contribution
❑
Independent
Expenditure
❑
Monetary
Contribution
❑
Nonmonetary
Contribution
❑
Independent
Expenditure
SUBTOTAL $
't
1. Itemized contributions and independent expenditures made this period. (Include all Schedule D subtotals.) .......................... ............................... $
2. Unitemized contributions and independent expenditures made this period of under $100 ...................................................... ............................... $ 0
3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.) ............ TOTAL $
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772)
Schedule D
(Continuation Sheet)
Type or print in ink.
SCHEDULE D (CONTi
Summary of Expenditures Amounts may De rounaea statement covers period
Supporting/Opposing Other to whole dollars.
1 from
Candidates, Measures and Committees
CALIFORNIA
. - 460
through
Page of
NAME OF FILER
I.D. NUMBER
DATE
AND DISTRICT OR
NAME OF CANDIDATE, OFFICE, ,
MEASURE NUMBER OR LETTER AND JURISDICTION,
OR COMMITTEE
TYPE OF PAYMENT
DESCRIPTION
(IF REQUIRED)
AMOUNTTHIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN.1 -DEC. 31)
PER ELECTION
TO DATE
(IF REQUIRED)
❑ Monetary
Contribution
❑ Nonmonetary
Contr bution
❑ Independent
❑ Support ❑ Oppose
Expenditure
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
❑ Monetary
Contribution
!I
I ❑ Nonmonetary
1
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
❑ Monetary
I Contribution
a
❑ Nonmonetary
Contribution
❑ Independent
®
❑ Support ❑ Oppose Expenditure
SUBTOTAL $ O
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772)
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I
/ M/
Type or print in ink. Statement covers period �m
Amounts may be rounded • ' 0
to whole dollars. O OG% o g' e -
l
from
oe-r � 1
through Page of
D. NUMBER
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
PEF
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 DESCRIPTION OF PAYMENT AMOUNT PAID
rea- a-4ac W s-�1ee_f-
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.) ................ ...................................................................... ....................... $ F3 S 7, 2
2. Unitemized payments made this period of under $100 .. _ ........ ................... ........................ .............. ...,. -.. $ 0
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 $F3 , z�J
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772)
G
N
Schedule E
(Continuation Sheet)
Payments Made
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from
SCHEDULE E (CONT.)
SEE INSTRUCTIONS ON REVERSE
h
through Page of
NAME OF FILER
j I.D. NUMBER
II
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 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
postace, 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 mustalso be summarized on Schedule D. SUBTOTAL $
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772)
vuiVry Jvl ILUVLC D, J 1/11 C Jl,fICUULC C 40V
Committee Name:
10 -1)to 10-18, 2008 f D Z/(
Friends of Jan Marx #1307742 r' s X
PAYMENTS MADE (INCLUDING LOANS)
stir=
10/7/2008 El Dorado Broadcasters (KVEC) San Luis Obispo CA 93401
Obispo CA 93406
10110/2008 Fertile Minds San Luis Obispo CA 93401
10/10/2008 SLO County Journal and Plus Magazine San Luis Obispo CA 93401
10/10/2008 San Luis Mailing San Luis Obispo CA 93401
10/10/2008 Goleta Valley Bus. Forms c/o Lindaman San Luis Obispo CA 93401
10/16/2008 Credit Card Services /GEMB Orlando, FL 32896 -0013
10%16/2008 Gaia Graphics San Luis Obispo CA 93401 -final payment
10/15/2008 San Luis Obispo County Clerk Monterey Street, San Luis Obispo CA 93401
DESCRIPTION
radio ads KVEC
radio ads K -Jewel
email template, web
ad
or person R ATVIUUN I
544
504
1081.25
650
mail service & postage . 594.07
printing mailers see schedule F 2163.39
master card payment see schedule F 192.79
LIT see schedule F 1581.75
voter list
TorgL-
46
X35 �
Pagel 2008
Schedule F/7
Accrued Expenses (Unpaid Bills)
SEE INSTRUCT[
NAME OF FILER
REVERSE
Friends of Jan Marx
SCHEDULE F
Type or print in ink. Statement covers period CALIFORNIA
Amounts may be rounded 460
to whole dollars. from October 1 It 21.,,¢ FORM
through October 18, 2008 / 0
Page / of I
I.D. NUMBER
1307742
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
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
FNO
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
Lev
legal defense
PRO
professional services (legal, accounting)
VOT
voter registration
Lrr
campaign literature and mailings
PRT
print ads
WEB
information technology costs (intemet, e-mail)
" Payments that are contributions or independent expenditures must also be SUBTOTALS $ I �-� $ $ 1 $ O
summarized on Schedule D.
Schedule F Summary
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 $
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.) .......
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
on the Summary Page, Column A, Line 9.) --- - - - - -- ..... . . . . .. ...................... ............................ . .. ...........
................... PAID TOTALS $ Z q ?�2 '
----------------- --------- NET $ � � (o oc . � 1�
May be a negative number
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)
(
(
(c)
(
NAME AND ADDRESS OF CREDITOR
CODE OR
OUTSTAA NDING
AMOUNT IN NCURRED
AMOUNT PAID
OUTSTANDING
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
DESCRIPTION OF PAYMENT
BALANCE BEGINNING
THIS PERIOD
THIS PERIOD
BALANCEAT CLOSE
OF THIS PERIOD
(ALSO REPORT ON E)
OF THIS PERIOD
Credit Card Services /GEMB Orlando FL
32896 -0013 Fedex Kinko's San Luis Obispo
LIT
$47.52
0
$47.52
0
CA 93401 - -paid see sched. E
Credit Card Services/GEMB PO Box 960013 Orlando FL
32896 -0013 Fedex Kinko's San Luis Obispo
LIT
115.40
0
115.40
0
CA 93401 --paid see sched E
Credit Card Services /GEMB Orlando FL
I
'896 -0013 CreateSend.com (no physical address
email services
9.02
0
9.02
0
...,own)-paid see Sched. E
" Payments that are contributions or independent expenditures must also be SUBTOTALS $ I �-� $ $ 1 $ O
summarized on Schedule D.
Schedule F Summary
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 $
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.) .......
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
on the Summary Page, Column A, Line 9.) --- - - - - -- ..... . . . . .. ...................... ............................ . .. ...........
................... PAID TOTALS $ Z q ?�2 '
----------------- --------- NET $ � � (o oc . � 1�
May be a negative number
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)
Schedule F/2-
Accrued Expenses (Unpaid Bills)
SEE INSTRUCTI
NAME OF FILER
ON REVERSE
Friends of Jan Marc
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from October 1, 15:ye
through
October 18, 2008
SCHEDULE F
Page _12- 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.
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
independent expenditure supporting /opposing others (explain)'
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidate /sponsor
Ltv
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 CREDITOR
CODE OR
(a)
OUTSTANDING
(b)
AMOUNT INCURRED
(c)
AMOUNT PAID
(d)
OUTSTANDING
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
DESCRIPTION OF PAYMENT
BALANCE BEGINNING
THIS PERIOD
THIS PERIOD
BALANCEAT CLOSE
OF THIS PERIOD
(ALSO REPORT ON E)
OF THIS PERIOD
Charged on Campaign Master Card #
email service CreateSend.com (no physical address
web
8.52
8.52
0
8.52
known)
Charged on Campaign Master Card #
The Sign Place San Luis Obispo CA 93401
lawn signs $671.39
671.39
671.39
O
671.39
Charged on Campaign Master Card #
idex Kinko's San Luis Obispo
mailing &postage
$20.85
0
20.85
0
.,ill paid 10/16/2008)
* Payments that are contributions or independent expenditures must also be $ 700,76 $ 67q.91 $ 20.85 $
summarized on Schedule D. SUBTOTALS ,
Schedule F Summary
1. Total accrued expenses incurred this period. (include all Schedule F, Column (b) subtotals for r
accrued expenses of $100 or more, plus total unitemized accrued expenses under $ 100.) ............. ............................... INCURRED TOTALS $
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.) .........................
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
onthe Summary Page, Column A, Line 9.) ......................................................................................... ...............................
PAID TOTALS $
NET It
May De a negative number
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)
SCHEDULE F
,Schedule F /J? Type or print in ink. Statement covers r
Amounts may be rounded period CALIFORNIA '
Accrued Expenses (Unpaid Bills) towholedollars. October 1 FORM
from
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Friends of Jan Marx
CODES: If one of the following codes accurately describes the payment, you may enter the code
CMP
campaign paraphemalia/misc.
MBR
member communications
CNS
campaign consultants
lVTG
meetings and appearances
CTB
contribution (explain nonmonetary)'
OFC
office expenses
CVC
civic donations
PET
petition circulating
FIL
candidate filing/ballot fees
PHO
phone banks
FND
fundraising events
POL
polling and survey research
P
independent expenditure supporting /opposing others (explain)*
POS
postage, delivery and messenger services
LL
legal defense
PRO
professional services (legal, accounting)
Lrr
campaign literature and mailings
PRT
print ads
through
October 18, 2008
Otherwise, describe the payment.
NAME AND ADDRESS OF CREDITOR CODE OR (a)
DESCRIPTION OF PAYMENT OUTSTANDING
(IF COMMITTEE, ALSO ENTER I.D. NUMBER) BALANCE BEGINNING
OF THIS PERIOD
Gaia Graphics San Luis Obispo CA
93401 LIT f
1070
Goleta Valley Bus. Forms c/o Lindaman San
Luis Obispo CA 93401 printing and mailing 2285.25
(reduction in charges due to overestimation of postage)
0
Page 1:3 of /�
I-D. NUMBER
1307742
RAD radio airtime and production costs
RFD returned contributions
SAL campaign workers' salaries
TEL t.v. or cable airtime and production costs
TRC candidate travel, lodging, and meals
TRS staff /spouse travel, lodging, and meals
TSF transfer between committees of the same candidate /sponsor
VOT voter registration
WEB information technology costs (internet, e-mail)
(b)
AMOUNTINCURRED
THIS PERIOD
' Payments that are contributions or independent expenditures must also be SUBTOTALS pp
summarized on Schedule D. $ 3 3 rj $ 3 D [ .
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.) ................
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
on the Summary Page, Column A, Line 9.) ............................ . .....................................
..... -..
511.75
- 121.86
(c)
AMOUNT PAID
THIS PERIOD
(ALSO REPORT ON E)
1571.85
2163.39
$3�r, a.4
. INCURRED TOTALS $
........ PAID TOTALS $
.. ............................... NET $
(d)
OUTSTANDING
BALANCE AT CLOSE
OF THIS PERIOD
Cl
0
0
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)
Schedule G
Payments Made by an Agent or independent
Contractor (on Behalf of This Committee)
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars.
State c`r�" period .,
from A/
through AP D�
Page -_ of J
�7
NAME OF AGENT OR INDEPENDENT CO
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CW
campaign paraphernalia /mist.
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 filinglballot 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 supportinglopposing others (explain)"
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidatelsponsor
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.
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 lielpline: 866 /ASK -FPPC (86612753772)
SCHEDULE H
Schedule H Type or print in ink.
statement covers pen'od
Amounts may be rounded
CALIFORNIA J
Loans Made to Others*
[rQ
from
•'
to whole dollars.
(%
through Q`
E A—
SEE INSTRUCTIONS ON REVERSE
Page of
NAME OF FILER
I.D. NUMBER
FULL NAME, STREET ADDRESS AND ZIP CODE
IF AN IVIDUAL, ENTER
h)
OUTSTANDING
(b) Ic)
AMOUNT REPAYMENT OR
Id)
OUTSTANDING
(e)
INTEREST
(9 g (9)
ORIGINAL 1 CUMULATIVE
OF RECIPIENT
OCCUPATION AND EMPLOYER
BAI ANCE
LOANED THIS ' ?i FORGIVENESS
BALANCE AT
RECEIVED
I LOANS
AMOUNT OF
OF COMMITTEE, ALSO ENTER I.D. NUMBER)
(IF SELF- EMPLOYED, ENTER
NAME OF BUSINESS)
BEGINNING THIS
PERIOD
PERIOD THIS PERIOD
CLOSE OF THIS
PERIOD
I
LOAN TO DATE
PAID
CALENDAR YEAR
PER ELECTION—
N
FORGIVEN
RATE
S
$
S
i
S
$
DATE INCURRED
DATE DUE
PAID
CALENDAR YEAR
$
$
%
s
$
FORGIVEN
PER ELECTION—
RAE
5
5
S
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
$
$
also be reported on Schedule E. SUBTOTALS
$
$
(Enter (6) on
Schedule I, Une 3)
Schedule H Summary
1. Loans made this period ..................................._............. ............_.................. $
.................................... ............................... "If
(Total Column (b) plus unitemized loans of less than $100.) Required
r ,
2. Payments received on loans ..................... .......... _.....................................................................
$ �G
(Total Column (c) plus unitemized payments of less than $100.)
3. Net change this period. (Subtract Line 2 from Line 1.) ...................................... .............................................. ...... NET $
(Enter the net here and on the Summary Page, Column A, Line 7.) Nor f- w �)
FPPC Form 460 (January106)
FPPC Toll -Free Heipline: 866/ASK -FPPC (8661275 -3772)
Schedule I T,„ .._:..:.: 4 'Zr& =n! IF c,
Miscellaneous Increases to Cash Amounts may be rounded
to whole dollars.
SEE INSTRUCTIONS ON REVERSE
statement covers Period
from 51
through / � `��
s R
r 460
Page -ge— of
NAMEOFFILER� �
I.D. NUMBER
DATE
RECEIVED
FULL NAME AND ADDRESS OF SOURCE I
(F COMMITTEE ALSO ENTER I D NUMBER)
DESCRIPTION OF RECEIPT
AMOUNT OF
INCREASE TO CASH
1
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $
Schedule 1 Summary
1. Itemized increases to cash this period, ........................................................................................ ............................... $ _ 7
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).) ........... ...................... $ ( !�
SummaryPage, Line 14.) .............................................. . ._...................... ...... ......... .............. TOTAL $
FPPC Form 460 (January/06)
FPPC Toll -Free Helpline_ 866/ASK-FPPC (8661275 63772)