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HomeMy WebLinkAboutJan Marx - Form 460 - Semi-Annual, Termination - 12-31-2008Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200- 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from through October 19, 2008 December 31, 2008 1. Type of Recipient Committee: All Committees– Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee Q Recall Q Controlled (Also Complete Part 5) 0 Sponsored ❑ General Purpose Committee (Also Complete Part 6) Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1307742 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) FRIENDS OF JAN MARX STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93405 (805) 541 -2716 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS 4. Verification have used all reasonable diligence in preparing and reviewing this statement and to the best under penalty of perjury under the laws of the State of California that the foregoing is true and Executed on 2 / � J ° B _ F2 Y Executed on I 2-1 It Executed on Date By By Signature of Controlling Officeholder, Candidate, State Measure Proponent COVER PAGE RECE VI ED Date of election if applicable: JAN 2 1_ 2009 gel— of (Month, Day, Year) SLO CITY CLSS For Official Use Only November 4, 2008 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement d Semi - annual Statement ❑ Special Odd -Year Report ® Termination Statement ❑ Supplemental Preelection (Also file a Form 410 Termination) Statement - Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Dominic Perello MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93405 (805)543 -9085 NAME OF ASSISTANT TREASURER. IF ANY Roberta Soules MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo, CA 93401 OPTIONAL: FAX / E -MAIL ADDRESS the information cont"d �6reiryand in thqattached schedules is true and complete. I certify Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Forth 460 (January/OS) FPPC Toll -free Helpline: 866/ASK-FPPC (86612753772) State of California Recipient Committee Type or print in ink. COVERPAGE -PART2 Campaign Statement • ' � � � Cover Page — Part 2 O 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE JAN MARX OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) SAN LUIS OBISPO CITY COUNCIL RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP CA 93405 Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? - ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEENAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) r Page 2 of 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate /Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT - ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT - ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT - ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT - ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Fonn 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) State of California Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER r Contributions Received 1. Monetary Contributions ............ ............................... schedule A, Line 3 2. Loans Received ....................... ............................. .. Schedule a, 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 ........................ ............................... Schedule e, Line 4 7. Loans Made .............................. ............................... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ..... ............................... Add Lines 6 +7 9. Accrued Expenses (Unpaid Bills) ............................... schedule 1, Line 3 10. Nonmonetary Adjustment ........... ............................... schedule C, Line 3 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8 + 9 + 10 Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 13. Cash Receipts .................... ............................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 15. Cash Payments ........ ......... __ ... .... ............ .......... Column A, Line 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. Type or print in ink. Amounts may be rounded to whole dollars. Column A TOTALTHIS PERIOD (FROMATTACHED SCHEDULES) $ 555,8. �if7t� $ S3a� O $ 3 O $ 5'5 Z3 $a- $ 17. LOAN GUARANTEES RECEIVED ........................... Schedule 6, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... see instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ SUMMARY PAGE Statement covers period - NIA 461 1 from FORM through,�� 31 ZACng' Page Of I.D. NUMBER 1307742 Column B CALENDARYEAR TOTALTO DATE $ �2 $. $ 7.5 $ Aa, q� $ dq,7 $ _ '�.51 To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last report. Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 7/1 to Date 20. Contributions APA Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made` (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm /dd /yy) j( l 1 $ � I $ Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule A Type or print in ink. SCHEDULE A Monetary Contributions Received Amounts may be rounded ry on ons Statement covers period to whole dollars. j from Q 206 g • - ' through DeZ ?21 k 1 (} G i Page of SEE INSTRUCTIONS ON REVERSE -4—_ NOME OF FILE -� I.D. `0 NUMBER 7 l DATE FULL NAME, STREET ADDRESS AND ZIP ODE OF CONTRIBUTOR (IFCOMMr7EE,ALSOENTERI.DNUMBER) CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED CODE* (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OFBUSINESS) ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY [:]SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ Schedule A Summary 1. Amount received this period — contributions of $100 or more. Q (Include all Schedule A subtotals.) ......................................................................... ............................... $ c� a 2. Amount received this period— unitemized contributions of less than $ 100 ............ - ...... ......... ..._ ............ $ ` y � -r, Arealid 3. Total monetary contributions received this period. j" (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ ✓ `Contributor Codes IND - Individual COM- Recipient Committee (other than PTY or SCC) OTH - Other PTY- Political Parry SCC -Small Contributor Committee FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule A (Continuation Sheet) Statement covers period California Form X60 Montary Contributions Received from 10/19/08 Page � of lJ Name of filer: Jan Marx through 12/31/08 I.D. Number: 1307742 Date Name and address Code Occupation & Employer $ Period $ YTD $ Election 10/22/08 Kransdorf, Richard; San Luis Ind Retired 50 200 200 Obis o, CA 93405 11/04/08 Perello, Christine; San Luis Ind Retired 50 200 200 .Obispo, CA 93405 10/22/08 Brown, Diane; San Luis Ind Retired 100 100 100 Obis o, CA 93401 10/22/08 Farrell, Timothy; Tacoma, WA Ind Councilman, Pure County, WA 100 100 100 98403 10/22/08 Longden, Claretta; San Luis Ind Bookkeeper, MPI Microfilms 100 100 100 Obis o, CA 93405 10/22/08 Wadman, Hugh; San Luis Ind Retired 100 100 100 Obispo, CA 93405 10/23/08 Champion, Geraldine; Grover Beach, Ind Retired 100 100 100 CA 93433 10/23/08 Cushing, James; San Luis Ind Professor, Cal Poly 100 100 100 Obispo, CA 93401 10/23/08 Hackman, Guy; San Luis Inds 100 100 100 Obispo, CA 93401 10/23/08 Patterson, James; Ind Supervisor, County of SLO 100 100 100 Atascadero, CA 93422 10/27/08 Boswell, Michael; San Luis Ind 'Pi , 0'q-, POL-r 100 100 100 Obispo, CA 93401 10/27/08 Lopes, James; San Luis Ind County Planner, County of SLO 100 100 100 Obispo, CA 93401 10/22/08 Neuhaus, Eve; San Luis Ind Writer, Eve Neuhaus Books 108 108 108 Obispo, CA 93405 10/23/08 Bolef, Lawrence; San Luis Ind Professor, Cal Poly 200 200 200 Obispo, CA 93405 10/23/08 Glenn, Neva; Ind Retired 200 200 200 Atascadero, CA 93422 10/23/08 McDonald, Marilyn; San Luis Ind Planning Engineer, Habitat Studios 200 200 200 Obispo, CA 93405 12/20/08 Marx, Jan; San Luis Obispo, CA Ind Attorney, Self 1895 1895 1895 93405 Subtotal ($ Period): 3703 SCHEDULE B- PART 1 Amounts may be rounded Statement covers period _ Loans Received to whole dollars. October 19, 2008 1 from 12/31/2008 �� SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Friends of Jan Marx FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER dal OUTSTANDING AMOUNT (°) AMOUNT PAID fd) OUTSTANDING (e) INTEREST l 1 ORIGINAL (9) CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF- EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNT Of CONTRIBUTIONS NAMEOFBUSINESS) PERIOD PERIOD THIS PERIOD' PERIOD PERIOD LOAN TO DATE Jan Marx, Candidate Attorney, Law Offices of 0 PAID CALENDARYEAR 265 Albert Drive Jan Howell Marx S 3104.85 $ 0 0 % 5,000.0 $ 5,000.00 San Luis Obispo CA 93405 RATE $ 0 FORGIVEN PER ELECTION" $ 5,000.00 $ 0 $ 1895,15 - $ 0 7 -11 -08 tw IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED $ DATE DUE ❑ PAID CALENDARYEAR $ $ v s $ ❑ FORGIVEN PER ELECTION'"' RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATEDUE DATE INCURRED ' ❑ PAID CALENDARYEAR $ $ % $ $ PER ELECTION"'t ❑ FORGIVEN RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ $ DATE DUE DATE INCURRED SUBTOTALS $ 0 $ 5,000.00 $ 0 $ 0 i Schedule B Summary 1. Loans received this period .................... ........................... . . .. ........ ............................... ........ .............. $ (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.) ...... ............................... Enter the net here and on the Summary Page, Column A, Line 2. 'Amounts forgiven or paid by another party also must be reported on Schedule A. "' If required. .. ......................... . .. . .. $ N 4 111 11 NE- $ - 5,000.00 (May be a negative number) (emer Ie) on 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 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) SCHEDULE B - PART 2 scneauie ri — varz z type or print in mw Amounts may be rounded Loan Guarantors to whole dollars. Statement covers period from October 19, 2008 � - ' r ' • SEE INSTRUCTIONS ON REVERSE through 12/31/2008 Page I- of NAME OF FILER I . NUMBER Friends of Jan Marx 1307742 FULL NAME, STREET ADDRESS AND ZIP CODE OF GUARANTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF - EMPLOYED, ENTER NAME OF BUSINESS) LOAN AMOUNT GUARANTEED THIS PERIOD CUMULATIVE TO DATE BALANCE OUTSTANDING TO DATE None ❑IND None LENDER CALENDARYEAR ❑ COM $ DATE ❑ OTH ❑ PTY PER ELECTION (IF REQUIRED) ❑SCC ❑IND LENDER CALENDAR YEAR ❑COM i $ ❑ OTH PER ELECTION (IF REQUIRED) DATE ❑ PTY ❑SCC $ CALENDARYEAR ❑ IND LENDER ❑ COM i $ ❑ OTH ❑ PTY PER ELECTION (IF REQUIRED) DATE ❑ SCC ii $ ❑ IND LENDER CALENDARYEAR ❑ COM $ ❑ OTH PER ELECTION (IF REQUIRED) DATE ❑ PTY ❑ SCC - $ Erftr on SUBTOTAL 0 Summary Page, Line 17 oily. j I FPPC form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule C Type or print in ink _ _ -- _ _ -- _ _ _ - -- _ SCHFDL}LE C ru loijfiu filay ur fuuilumdu Nonmonetary Contributions Received to whole dollars. — Statement covers period . October 19, 2008 from e - • through 12/31/2008 o SEE INSTRUCTIONS ON REVERSE Page of _ VAME OF FILER I.D. NUMBER Friends of Jan Marx 1307742 DATE FULL NAME, STREET ADDRESS AND CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER DESCRIPTION OF AMOUNT! FAIR MARKET CUMULATIVE TO DATE PER ELECTION TO DATE RECEIVED ZIP CODE OF CONTRIBUTOR B (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE * (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) GOODS OR SERVICES VALUE CALENDAR YEAR (JAN 1 -DEC 31) (IF REQUIRED} ❑IND Allyson Nakesone ❑COM Graphic Designer Design, proof 10 -20 -08 Gaia Graphics ®OTH Gaia Graphics and deliver print $198.75 198.75 - i El PTY Ad San Luis Obispo CA 93405 ❑SCC ❑IND ❑COM ❑OTH ❑ PTY ❑ SCC ❑IND -- - ❑COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 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 $ /K 7Y 'Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Parry SCC — Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (8661275 -3772) Schedule D HE""`° Summa ry of Expenditures Type or print in ink. Statement covers period Su Ortln O OSIn Other Amounts may be rounded • " pp g� pp 9 to whole dollars. October 19, 2008 Candidates, Measures and Committees from throw h 12/31/2008 Pa a o SEE INSTRUCTIONS ON REVERSE 9 9 NAME OF FILER I.D. NUMBER f Friends of Jan Marx 1307742 DATE f NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR TYPE OF PAYMENT DESCRIPTION AMOUNTTHIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE j MEASURE NUMBER OR LETTER AND JURISDICTION, (IF REQUIRED) PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OR COMMITTEE I ❑ Monetary None were made during Contribution this period ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure SUBTOTAL $ 0 Schedule D Summary 1. Itemized contributions and independent expenditures made this period. (Include all Schedule D subtotals.) .......................... ............................... $ C 2. Unitemized contributions and independent expenditures made this period of under $100 ...................................................... ............................... $ 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.) ............ TOTAL $ a 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 Friends of Jan Marx Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from through October 19, 2008 12/31/2008 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page :<v of I.D. NUMBER 1307742 CW campaign paraphemalia/misc. MBR member communications RAID radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing /ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals IND independent expenditure supporting /opposing others (explain)* POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT See attached * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ AMOUNT PAID Schedule E Summary 53 4 q 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 $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) SCHEDULE E EXPENDITURES Committee Name: PAYMENTS MADE (INCLUDING LOANS) 10/22/2008 jInformation Press 3436 Sacramento Drive Suite A San Luis Obispo CA 93401 10/24/2008 El Dorado Broadcasters 51 Zaca Lane, San Luis Obispo Ca 93401 10/24/2008 K -Jewel 51 Zaca Lane, San Luis Obispo CA 93401 Friends of Jan Marx #1307742 from October 19, 2008 to December 31, 20( NAME AND ADDRESS I DESCRIPTION AMOUNT OF PAYEE OR RECIPIENT ad 70 radio ads 544 mrlin aric end 1, _8/2008 Goleta Valley Business Forms Jeremy Lindaman San Luis Obispo CA 93401 mailing services $2,542.42 11/2012008 Credit Card Services GEMB Credit Card Services /GEMB Orlando, FL 32896 -0013 master card $725.62 11/20/2008 11/20/2008 11/20/2008 11/20/2008 11/20/2008 charged on above credit card: CreateSend.com (no physical address known) charged on above credit card: Staples San Luis Obispo CA 93401 charged on above credit card: UPS Store San Luis Obispo CA 93401 charged on above credit card: The Sign Place San Luis Obispo CA 93401 San Luis Mailing Service San Luis Obispo CA 93401 email services office supplies shipping signs mailing services $30.00 $6.78 $18.20 $671.39 $169.29' 11/20/2008 Reimburse Rosema Wilvert campaign volunteer San Luis Obispo CA 93405 groceries $42.60 rage i Schedule C Formulas Schedule F Type or print in ink. Amounts may be rounded Accrued Expenses (Unpaid Bills) to whole dollars. INSTRUCTIONS ON REVERSE Statement covers period from October 19, 2008 through 12/31/2008 SCHEDULE F Page /& of A— 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. 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 U. or cable airtime and production costs FIL candidate filing /ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals IND independent expenditure supporting /opposing others (explain)* POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) i I CODE OR DESCRIPTION OF PAYMENT (a) OUTSTANDING BALANCE BEGINNING (b) AMOUNTINCURRED THIS PERIOD (c) (d) AMOUNTPAID OUTSTANDING THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD none 0 • Payments that are contributions or independent expenditures must also be SUBTOTALS $ $ $ $ summarized on Schedule 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.) .................................................................. ............................... .. INCURRED TOTALS $ 10 .- .- ....... PAID TOTALS $ a ................ ............................... NET $ May be a negative number FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772) Schedule G CMP campaign paraphernalia/misc. Type or print in ink. member communications SCHEDULE G Payments Made by an Agent or Independent Amounts may be rounded CNS Statement covers period e meetings and appearances Contractor (on Behalf of This Committee) to whole dollars. returned contributions from October 19, Zoos contribution (explain nonmonetary)* OFC • 1 SEE INSTRUCTIONS ON REVERSE campaign workers' salaries through 12/31/2008 .� � Page � �L_ of NAME OF FILER TEL I.D. NUMBER FIL Friends of Jan Marx PHO 11307742 TRC NAME OF AGENT OR INDEPENDENT CONTRACTOR 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 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) * Payments that are contributions or independent expenditures must also be summarized on Schedule D. NAME AND ADDRESS OF PAYEE OR CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID none none Attach additional information on appropriately labeled continuation sheets. TOTAL* $ 0 * 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) SCHEDULEH Schedule H Type or print in ink. Statement covers period Loans Made to Others* Amounts may rounded October 19, 2008 _ e e CALIFONIA to whole dollars. lars. from i � 12/31/2008 l6 SEE INSTRUCTIONS ON REVERSE y through Page Of L NAME OF FILER I.D. NUMBER Friends of Jan Marx 1307742 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (a) OUTSTANDING (b) AMOUNT (c) REPAYMENT OR (d) OUTSTANDING (e) INTEREST M ORIGINAL I (g) CUMULATIVE OF RECIPIENT (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF - EMPLOYED, ENTER BALANCE BEGINNING THIS LOANED THIS FORGIVENESS BALANCE AT CLOSE OF THIS RECEIVED AMOUNTOF LOANS NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD' PERIOD LOAN TO DATE none PAID CALENDAR YEAR FORGIVEN PER ELECTION— RATE DATE DUE DATE INCURRED E] PAID CALENDAR YEAR FORGIVEN PER ELECTION- RATE 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 $ $ $ $ 0 Schedule H Summary 1. Loans made this period ........................................... ............................... (Total Column (b) plus unitemized loans of less than $100.) 2. Payments received on loans ......................................... ............................... (Total Column (c) plus unitemized payments of less than $100.) 3. Net change this period. (Subtract Line 2 from Line 1.) . ............................... (Enter the net here and on the Summary Page, Column A, Line 7.) ern= let wi Schedule I, Line 3) $ 0 0 NET $ 0 (May be a negative number) * -If Required FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Sdhedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON RED NAME OF FILER Friends of Jan Marx DATE RECEIVED none FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Type or print in ink- Amounts may be rounded Statement covers period to whole dollars. !IJ from October 19, 2008 through 12/31/2008 Page of I.D. NUMBER 1307742 DESCRIPTION OF RECEIPT AMOUNT OF INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 0 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 $ 0 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772)