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)