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HomeMy WebLinkAboutHarmon - 460 - 01-01-2019 to 06-30-2019 Semi AnnualRecipient Committee Campaign Statement Cover Page Statement covers period from 01101/2019 SEE INSTRUCTIONS ON REVERSE through 06/30/2019 1. Type of Recipient Committee: All committees - complete Parrs f, 2, 3, and 4. Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Al- Complete Part 5) 0 Sponsored (Also Complete Part 6) ❑ General Purpose Committee 0 Sponsored 0 Small Contributor Committee 0 Political Party/Central Committee 3. Committee Information Heidi Harmon for Mayor 2018 ❑ Primarily Formed Candidate/ Officeholder Committee (Al- Complete Part 7) I.D. NUMBER 138833,e STREET ADDRESS (NO P0. BOX) 1033 Stephanie Drive CITY STATE ZIP CODE AREACODE/PHONE San Luis Obispo CA 93405 805-550-5444 MAILING ADDRESS (IF DIFFERENT) NO AND STREET OR P.O. BOX 1241 Johnson Avenue, Unit 168 CITY STATE ZIP CODE AREACODE/PHONE San Luis Obispo CA 93401 OPTIONAL: FAX/E-MAILADDRESS Date of election if applicable: (Month, Day, Year) 11/06/2018 2. Type of Statement: ❑ Preelection Statement Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) COVER PAGE - -page — 1 of 7 For Official Use Only JUL 31 2 19 ❑ Quarterly Statement ❑ Special Odd -Year Report Treasurer(s) NAME OF TREASURER Gretchen R. Prince MAILING ADDRESS 4810 Seldner Avenue CITY STATE ZIP CODE AREACODE/PHONE Los Angeles CA 90032 626-394-9373 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODEIPHONE OPTIONAL: FAX IE -MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct- _ Executed on 7/30/2019 By Date Executed on 7/30/2019 By Date Executed on By Date Executed on Date By Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Heidi Harmon OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IFAPPLICABLE) Mayor of the City of San Luis Obispo RESIDENTIAL/BUSINESS ADDRESS (NO AND STREET) CITY STATE ZIP 1033 Stephanie Drive San Luis Obispo 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. NAME ID NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO MITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURERI CONTROLLED COMMITTEE? ❑ YES ❑ NO AUUKL66 SIREEI CITY STATE ZIP CODE AREACODE/PHONE COVER PAGE - PART 2 Page 2 of 7 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 Attach continuation sheets if necessary FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER Heidi Harmon for Mayor 2018 Contributions Received 1. Monetary Contributions.................................................. Schedule A, Line 3 $ 2. Loans Received................................................................ Schedule e, 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 $ Amounts may be rounded to whole dollars. Statement covers period from 01/01/2019 through Column A Column B TOTAL THIS PERIOD CALENDAR YEAR (FROM ATTACHED SCHEDULES:. TOTAL TO DATE 350 $ 350 0 0 350 $ 350 0 0 350 $ 350 Expenditures Made 6. Payments Made........ ............. ..... Schedule e, Line 4 $ 549 7 Loans Made_., .. Schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS... .................. .... Add Lines 6+7 $ 549 9. Accrued Expenses (Unpaid Bills) ......................,...................Schedule F Line 3 0 10. Nonmonetary Adjustment. .............................. . ... . . Schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE ........................................ Add Lines 8 + 9 + 10 $ 549 Current Cash Statement 12. Beginning Cash Balance... ............... Previous Summary Page, Line 16 $ 268 13. Cash Receipts ............. Column A, Line 3 above 350 14 Miscellaneous Increases to Cash ................. Schedule 1, Line 4 180 15 Cash Payments ................. . Column A, Line 8 above 549 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 249 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED................. ............... Schedule e, Part $ 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents .............................................. See instructions on reverse $ 0 19 Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ 0 $ 549 0 $ 549 0 0 $ 549 To calculate Column B, add amounts in Column Ato 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) SUMMARY PAGE 06/30/2019 I Page 3 of 7 I D NUMBER 1388334 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 771 to Date 20. Contributions 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) `Amounts in this section may be different from amounts "eported in Column B FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Heidi Harmon for Mavor 2018 DATE RECEIVED 2/4/2019 2/4/2019 4/11/2019 Amounts may be rounded to whole dollars. FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER (IF COMMITTEE, ALSO ENTER I D NUMBER) CODE * OCCUPATION AND EMPLOYER (IF SELF-EMPLOYEC, ENTER NAME OF BUSINESS) 11 IND Fredrick Fink ElCOM Retired 2322 Barcelona ❑ OTH Shell Beach CA 93449 ❑ PTY ❑ SCC is IND Bruce Severance ❑COM Builder/CK Builders PO BOX 1000 ❑ OTH Grover Beach CA 93433 ❑ PTY ❑ SCC 0 IND Barbara Morningstar ❑ COM Artist/Self 1210 Green Oaks Drive ❑ OTH Los Osos CA 93402 ❑ PTY R ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SCHEDULE A btatement covers penoa CALIFORNIA 01/01/2019 • - • from through . 06/30/2019 page 4 of 7 I D. NUMBER 1388334 AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED THIS CALENDAR YEAR TO DATE PERIOD (JAN 1 -DEC 31) (IF REQUIRED) 100.00 ! 100.00 200.00 200.00 50.00 1 50.00 SUBTOTAL $ 350.00 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) 350.00 2. Amount received this period — unitemized monetary contributions of less than $100 ............. ....$ 0 3. Total monetary contributions received this period. 350.00 (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 (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Heidi Harmon for Mayor 2018 Amounts may be rounded to whole dollars. SCHEDULE E Statement covers period from 01/01/2019 through 06/30/2019 1 page 5 of 1388334 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) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I D. NUMBER) Google 1600 Amphitheater Parkway Mountain View, CA 94043 MailChimp 675 Ponce Deleon Avenue NE, Suite 5000 Atlanta, GA 30308 ActBlue PO BOX 441146 Somerville, MA 02144 CODE OR WFR DESCRIPTION OF PAYMENT " Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary AMOUNT PAID I 127 300 50 SUBTOTAL $ 477 1. Itemized payments made this period. Include all Schedule E subtotals. $ _ 542 2. Unitemized payments made this period of under $100 .................................................. .............................................. ........................ ,................. $ 7 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................. $ 0 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ............... ............ TOTAL $ 549 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Heidi Harmon for Mayor 2018 Amounts may be rounded to whole dollars. SCHEDULE E (CONT.) Statement covers period CALIFORNIA 460 from 01/01/2019 FORM through 06/30/2019 Page 6 of 7 ID.NUMBER 1388334 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) NAME AND ADDRESS OF PAYEE (IF COMMITTEE. ALSO ENTER I D NUMBER) I CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 65 65 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON REVERSE NAME OF FILER Heidi Harmon for Mayor 2018 DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) 4/2/2019 1 City of San Luis Obispo Amounts may be rounded to whole dollars. SCHEDULEI Statement covers period CALIFORNIA ' � t from . 01/01/2019 • through- 06/30/2019 Page 7 of 7 1D. NUMBER 1388334 DESCRIPTION OF RECEIPT I Refund ballot statement fee AMOUNTOF INCREASE TO CASH 180 Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 180 Schedule I Summary 1. Itemized increases to cash this period....................................................................................................... 180 2. Unitemized increases to cash of under $100 this period ................................................ $ 0 3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) $ 0 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Line 14.) .. TOTAL $ 180 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov