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Home My WebLink AboutJan Marx - Mayor - Form 460 - Semi-Annual - 07-04-14Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from 4/1/2014 through 6/30/2014 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Ballot Measure Committee Q State Candidate Election Committee 0 Primarily Formed O Recall O Controlled (Also Complete Part 5) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee Q Sponsored O Small Contributor Committee O Political Party /Central Committee ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1364038 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Jan Marx for Mayor 2014 STREET ADDRESS (NO P O BOX) CITY STATE ZIP CODE AREA CODE!PHONE San Luis CA 93405 805 541 -2716 MAILING ADDRESS (IF DIFFERENT) NO AND STREET OR P.O. BOX PO Box 165 CITY STATE ZIP CODE AREA CODEIPHONE San Luis Obispo CA 93406 OPTIONAL: FAX / E -MAIL ADDRESS Date of election if applicable, (Month, Day, Year) 11/4/2014 1 2. Type of Statement: ❑ Preelection Statement 0� Semi - annual Statement ❑ Termination Statement ❑ Amendment (Explain below) Treasurer(s) COVER PAGE Date Stamp _ J Page of U L 0 L i Jl I For Official Use Only Q- - J0 Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 NAME OF TREASURER Gregory Ty Griffin MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obipso CA 93406 NAME OF ASSISTANT TREASURER, IF ANY Jan Marx MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93405 OPTIONAL: FAX / E -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 fore Ding is true and correct. Executed on _ Zo I v �'�� SKtnalrueolTreawAssistantTreasurar Executed on : r -j — ZJ f1a� Executed on Date By By Signature of Controlling Officeholder, Candidate, Slate Measure Proponent Executed on BY FPPC Form 460 June101 Date Signature of Controlling Officeholder, Candidate, State Measure Proponent ( ) FPPC Toll -Free Helpline: 866 1ASK -FPPC State of California Type or print in ink. Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee 6. Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Jan Marx COVER PAGE - PART 2 CALIFORNIA FORM .1 Page 7- of OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT Mayor of the City of San Luis Obispo I ❑ OPPOSE RESIDENTIAL /BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 265 Albert Drive San Luis Obispo CA 93405 Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT 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 OFFICE SOUGHT OR HELD contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7• Primarily Formed Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. ❑ YES ❑ NO COMM ITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) DISTRICT NO. IF ANY CITY STATE ZIP CODE AREA CODE /PHONE 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 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC State of California Campaign Disclosure Statement Type or print in ink. Schedule E. Line 4 $ SUMMARY PAGE Summary Page 8. SUBTOTAL CASH PAYMENTS ..... ............................... Amounts may be rounded to whole dollars. 9. Accrued Expenses (Unpaid Bills) ............................... Statement covers period - l Schedule C, Line 3 11. TOTAL EXPENDITURES MADE.. .............................. AddLinesB+9+io $ from 4/1/2014 FORM through 6/30/2014 3 g Page of SEE INSTRUCTIONS ON REVERSE I NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2014 1364038 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTALTHISPERIOD (FROM ATTACHED SCHEDULES) CALENDARYEAR TOTALTODATE Running in Both the State Prima and 9 Primary General Elections 1. Monetary Contributions ........... ............................... schedule A, Line 3 00 $ 600. $ 600.00 2. Loans Received ....................... ............................... Schedule 8, Line 3 1,000.00 1,000.00 1/1 through 6130 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ 1600. $ 1600. 00 20. Contributions Received $ $ 4. Nonmonetary Contributions ..... ............................... Schedule c, Line 3 0 0 21. Expenditures 5, TOTAL CONTRIBUTIONS RECEIVED -- ----- --- --- - ---- - - - - -- - Add Lines 3 +4 $ 1600.00 $ 1600.00 Made $ $ 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 F Line 3 10. Nonmonetary Adjustment ......................................... Schedule C, Line 3 11. TOTAL EXPENDITURES MADE.. .............................. AddLinesB+9+io $ 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 a above 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 Schedule B, 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 $ 102.04 $ 102.04 0 0 102.04 $ 102.04 13.55 13.55 0 0 115.59 $ 115.59 A 1600.00 0 115.59 1484.41 0 1013.55 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). 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) "Since January 1, 2001. Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule A Type or print in ink. SCHEDULE A Amounts may be rounded Monetary Contributions Received to dollars. Statement covers period CALIFORNIA whole . ' from 4/1/2014 FORM through 6/30/2014 Page of SEE INSTRUCTIONS ON REVERSE __�_ —A— NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2014 1364038 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER ID.NUMBER) CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) 6/25/14 BK Richard 130 Anacapa Circle, SLO, IND ®❑COM Retired 100 100 100 CA 93405 ❑ OTH []PTY ❑ SCC 6/24/14 Dusty Davis 540 Serrano Dr., SLO, ®❑COM Graphic Designer, 100 100 100 CA 93405 ❑OTH Fertile Minds ❑ PTY []SCC 6/30/14 John Evans 271 Longview Ln., SLO, ®IND Count Director, 300 300 300 CA 93405 0OTH Univ of Calif ❑ 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. 500 (Include all Schedule A subtotals.) ....... - ------ •------------ ............................................. ............................... $ 2. Amount received this period – unitemized 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.) ....................... TOTAL $ 100 *Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other PTY — Political Party SCC —Small Contributor Committee FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC SCHEDULEB -PART1 Schedule B — Part 1 ' "` _' "....* ... "u- Amounts may be rounded Statement covers period P - Loans Received to whole dollars. 4/1/2014 � - from 6/30/2014 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2014 1364038 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (a� OUTSTANDING (b) AMOUNT (�) AMOUNT PAID (u) OUTSTANDING (e) INTEREST (f) ORIGINAL (gJ CUMULATIVE OF LENDER (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCE AT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTERI.D. NUMBER] NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD PERIOD PERIOD LOAN TO DATE Jan Marx 265 Albert Drive San Luis Mayor of San Luis ❑ PAID CALENDAR YEAR Obispo CA 93405 Obispo, City of San Luis S. 0 $ 1,000.00 0 1,000.00 $ Obispo % RATE $ ❑ FORGIVEN PERELECTION°k 0 $ 1,000.00 0 11 -4 -14 $ 0 3 -24 -14 $ $ $ DATE DUE t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED ❑ PAID CALENDARYEAR $ 3 % $ 5 ❑ FORGIVEN RATE PER ELECTION'`"v $ S $ $ $ DATE DUE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED ❑ PAID CALENDARYEAR $ $ % $ $ ❑ FORGIVEN PERELECTION— RATE $ $ $ $ $ I DATE DUE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED SUBTOTALS $ $ $ $ Schedule B Summary 1. Loans received this period ................ ............................... (Total Column (b) plus unitemized loans 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. (Enter (e) on Schedule E, Line 3) $ 1,000.00 ........... $ C ................ NET $ 100 0.0 0 (May be a negative number) t Contributor Codes IND - Individual COM - RecipientCommittee (otherthanPTYorSCC) OTH -Other 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 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule C Type or print in ink. Amounts may be rounded ; SCHEDULE Nonmonetary Contributions Received to whole dollars. Statement covers period CALIFORNIA from 4/1/2014 FORM 1 6/30/2014 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER r - — I.D.NUMBER Jan Marx for Mayor 2014 1364038 IF AN INDIVIDUAL, ENTER AMOUNT! I CUMULATIVE TO FULL NAME, STREET ADDRESS AND CONTRIBUTOR DESCRIPTION OF DATE PER ELECTION DATE OCCUPATION AND EMPLOYER ? FAIR MARKET TO DATE RECEIVED ZIP CODE OF CONTRIBUTOR CODE * M ENTER GOODS OR SERVICES VALUE CALENDAR YEAR (IF COMMITTEE, ALSO ENTER I D NUMBER] NAME OF BUSINESS) I (JAN 1 - DEC 31) (IF REQUIRED) ❑IND ❑ COM ❑ OTH ❑ PTY ❑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 — nonmonetary contributions of $100 or more. (Include all Schedule C subtotals.) ...... .............................................................................................................. $ 2. Amount received this period — unitemized nonmonetary contributions of less than $100 ..... ............................... $ 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) TOTAL $ I 1: I 'Contributor Codes IND - Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY- Political Party SCC -Small Contributor Committee FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 4/1/2014 through 6/30/2014 Page �7 of NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2014 1364038 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment SCHEDULEE CtVP 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 M 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 LT 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 AMOUNTPAID United States Post Office, Mission Station, Marsh Street, San Luis Obispo CA rental of post office box 93406 POS ! 80.00 US Postal Service, Mission Station, Marsh Street San Luis Obispo CA 93406 forms to CA Secretary of State POS 3.79 Founders Community Bank 237 Higuera Street San Luis Obispo CA 93401 campaign checks checks 9 18.25 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 102.04 Schedule E Summary 1. Payments made this period of $100 or more. (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 $ 102.04 102.04 FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC SCHEDULE F Schedule F Type or print in ink. Statement covers period CALIFORNIA Amounts may be rounded ' Accrued Expenses (Unpaid Bills) to whole dollars. from 4/1/2014 FORM through SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 6/30/2014 Page , of 9 I.D. NUMBER 1364038 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. C)VP 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 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 Lrf 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 10 NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD VISA Sesloc Federal Credit Union 11491 Los Osos Valley Road, San Luis Obispo CA 93405 WEB 0 13.55 0 13.55 i E * 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 $ l ...................... PAID TOTALS $ - ................ NET $ May be negate" number FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC