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HomeMy WebLinkAboutJan Marx - Mayor - Form 460 - 1st Pre-Election Statement - 09-30-14Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from 7/1/14 through 9 /30/14 1. Type of Recipient Committee: All Committees – Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Ballot Measure Committee O State Candidate Election Committee 0 Primarily Formed O Recall 0 Controlled (Also Complete Part 5) (-) Sponsored ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee O Political PartylCentral Committee (Also Complete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) Date Stamp Date of election if applloalalel I RECEIVED (Month, Day, Year) 11/4/14 2. Type of Statement: Preelection Statement ❑ Semi- annual Statement ❑ Termination Statement ❑ Amendment (Explain below) 3. Committee Information 1 . NUMBER Treasurer(s) COVER PAGE of I — S E P 3 0 2014 I 1 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMTTEE) NAME OF TREASURER Jan Marx for Mayor 2014 Gregory Ty Griffin MAILING ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE San Luis Obispo CA 93401 CITY STATE ZIP CODE AREA CODEIPHONE NAME OF ASSISTANT TREASURER, IF ANY San Luis Obispo CA 93405 Jan Marx MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE CITY STATE ZIP CODE AREA CODEIPHONE San Luis Obispo CA 93406 San Luis Obispo CA 93405 OPTIONAL: FAX I E -MAIL ADDRESS OPTIONAL: FAX 1 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 foregoing 1 e and Executed on Q By corr Date Signature of Tntas rt cr AssdsW Treasurer f ' © i Executed on f Paw By 5:g rtitLre of Cori +ceholder. Candidate. Smt easum Pmponen[ or Rtspwtskfe Qt5wr of Sponsor Executed on Date By Signature of ControiLng Officeholder, Candidate, State Measure Proponent Executed on B Date y Signature of Gontrolti Officeholder, FPPC Form 460 June /01 ng Oholder, Candidate, State Measure Proponent ( FPPC Toll -Free Helpline: 866 /ASK -FPPC State of California Recipient Committee Type or print in ink. COVERPAGE -PART2 Campaign Statement � : CALIFORNIA 460 Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Jan Marx OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Mayor of the City of San Luis Obispo RESIDENTIAL /BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 265 Albert 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. COMMITTEE NAME I D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE 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) Page 2 of 6. Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION I ❑ 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 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 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC State of California Campaign Disclosure Statement Type or print in ink. Amounts may be rounded Statement covers period Summary Page to whole dollars. from 7/1/14 h 9/30/14 SEE INSTRUCTIONS ON REVERSE through SUMMARY PAGE Page : of NAME OF FILER I D. NUMBER Jan Marx for Mayor 1364038 Contributions Received Column A Column B Schedule E, Line 4 Q^ p A $ 1 iG TOTALTHISPERIOD CALENDARYEAR 8. SUBTOTALCASH PAYMENTS ..... ............................... (FROMi ATTACHED SCHEDULES) TOTALTO DATE 1. Monetary Contributions ............ ............................... Schedule A, Line 3 $ ` ( c 4 3 _ $ 12— p i -� 2. Loans Received ....................... ............................... Schedule B, Line 3 Add Lines 8 +9 +10 Qr $ 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ �2 4 3 $ 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ••••... ....• ...............AddLines3 +4 $ �Zt� r,3 $ Expenditures Made 6. Payments Made ........ ................ ............................... Schedule E, Line 4 Q^ p A $ 1 iG 7. Loans Made .............................. ............................... Schedule H, Line 3 8. SUBTOTALCASH 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 ................................ Add Lines 8 +9 +10 Qr $ Current Cash Statement g 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 1 P 13. Cash Receipts .................... ............................... Column A, Line 3 above (2 4' 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 15. Cash Payments ................... ............................... Column A, Line 8 above _ 2 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ Sj O L A 5 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 $ �0(1C1, $ 3orRo $ Ct t3 6 -'�o 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 cant' 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 20. Contributions Received 21. Expenditures Made 1/1 through 6 /30 7/1 to Date 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) I $ 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 Amounts may be rounded Monetary Contributions Received dollars. Statement covers p eriod CALIFORNIA to whole , from 7/1/14 • - • SEE INSTRUCTIONS ON REVERSE through 10/31/14 Page 4— of 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 AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IFOOMMITTEE, ALSOENTER I D NUMBER) CODE * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OF BUSINESS) ❑IND ❑ COM see continuation sheets " * E] 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 — 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.) ....................... TOTAL $ 8,279 3,734 12,013 '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 1ASK -FPPC (8661275 -3772) Schedule A (Continuation Sheet) Statement covers period California Form 460 Monetary Contributions Received from 7/1/14 Page 5 of -& Name of filer. Jan Marx for Mayor 2014 through 10/31/14 I.D. Number. 1364038 Date IND Retired 250 250 250 Subtotal ($ Period): J; 2-q c) Schedule A (Continuation Sheet) Statement covers period California Form 460 Monetary Contributions Received from 7/1/14 Page 6 of I (' Name of filer: Jan Marx for Mayor 2014 through 10/31/14 I.D. Number: 1364038 Date Name and address Code Occupation & Employer $ Period $ YTD $ Election 8/25 James Lopes 1336 Sweet Bay Lane, SLO, CA 93401 IND Retired 100 100 100 8/27 Jonathan Wittwer 1927 Smith Grade, Santa Cruz, CA 95060 IND Attorney, Self 140 140 140 9/2 John Snetsin er 510 Serrano Dr, SLO, CA 93405 IND Retired 100 100 100 9/5 Kathryn Rogers 1766 Corralitos Ave, SLO, CA 93401 IND Writer, SLCUSD 100 100 100 9/6 Eric Meyer PO Box 16160, SLO, CA 93406 IND Retired 300 300 300 916 Rusty Hall 179 Longview, SLO, CA 93405 IND Businessman,_ Self 150 150 150 9/6 Michele Hall 179 Longview, SLO, CA 93405 IND Retired 150 150 150 9/10 Marilyn Leverich 258 Albert Dr, SLO, CA 93405 IND Retired 100 100 100 9/15 Michael Bowsell 254 Branch St, SLO, CA 93401 IND Professor, Cal Poly 100 100 100 9/17 Erik Layman 1582 Cordova Dr, SLO, CA 93405 IND Consultant, Layman Energy Assoc., Inc. 100 100 100 9/17 Ray Mattison 350 Clover Dr, SLO, CA 93405 IND Attorney, Self 100 100 100 9/17 Coleen Mattison_ 350 Clover Dr, SLO, CA 93405 IND Court Reporter, Self 100 100 100 9/19 SLO County Democratic 5429 Madison Ave, Sacramento, CA 95841 Part PTY n/a 250 250' 250 9/19 Patricia Andreen 116 Chorro St, SLO, CA 93405 IND Attorney, Lozano Smith 100 1001 100 9/22 Chris Richardson 735 Tank Farm Rd, #130, SLO, CA 93401 IND Real Estate Broker, Self 300 300 300 9/22 Frank Avila 750 Donegal Dr, SLO, CA 93405 IND Retired 250 250 250 9/22 Stephen Peck 2455 Greenwood Ave, Morro Bay, CA 93442 IND Planner, Self 200 200 200 9/22 Southern Calif Pipe 501 Shatto PI, #400, Los Angeles, CA 90020 Trades OTH n/a 150', 150 150 rq/22 Plumbers & Streamfitters 3710 Broad St., SLO, CA 93401 #403 OTH n/a 150' 150 150 /22 Dan Lloyd PO Box 378, Ca ucos, CA 93430 IND IPlanner, Landsite, Inc. 99 991 99 Subtotal ($ Period): 3 r) 3 Schedule B — Part 1 Loans Received Type or print in ink. SCHEDULEB -PART1 Amounts may be rounded Statement covers period to whole dollars. CALIFORNIA from 7/1/14 FORM 9/30/14 AL SEE INSTRUCTIONS ON REVERSE through Page-7— 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 tat (b) OUTSTANDING gMpUNT (�) AMOUNT PAID (dj OUTSTANDING (ej INTEREST {f) ORIGINAL (g) CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D.NUMBER) (IF SELF - EMPLOYED, ENTER BALANCE RECEIVED THIS BEGINNING THIS OR FORGIVEN BALANCE AT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAMEOFBUSINESS) PEEIOD PERIOD THIS PERIOD" PERIOD PERIOD LOAN TO DATE Jan Marx 265 Albert Drive San Luis Mayor of San Luis ❑ PAID CALENDARYEAR Obispo CA 93405 Obispo, City of San Luis $ 0 $ 1,000.00 0 1,000.00 $ Obispo % $ E] FORGIVEN FORGIVEN PER ELECTION"'` $ 1,000.00 $ 0 $ 0 11/4/14 $ 0 3/24/14 $ t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED DATE DUE ❑ PAID CALENDARYEAR ❑ FORGIVEN PER ELECTION ** RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ S DATE INCURRED ; DATE DUE ❑ PAID CALENDAR YEAR $ $ % $ ❑ FORGIVEN RATE PER ELECTION"`'* t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ S DATE INCURRED $ DATE DUE 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.) ................................ ............................... NET $ Enter the net here and on the Summary Page, Column A, Line 2. (En!er (e) on Schedule E, Line 3) 0 0 0 (May be a negative number) *Amounts forgiven or paid by another party also must be reported on Schedule A. *' If required. t Contributor Codes IND – Individual COM – RecipientCommittee (otherthanPTYorSCC) 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 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1114 SEE INSTRUCTIONS ON REVERSE through 9/30/14 Page U of �! z 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 CHIP campaign paraphemalia /misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD retumed 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 1\D 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 LID-NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Steynberg Gallery (1005 & 1006) 1315 Monterey San Luis Obispo CA 93401 FN D 198.00 Fertile Minds (1007 & 1008) 1318 Chorro Street San Luis Obispo CA 93401 WEB 1438.50 SESLOC VISA (1009) 11491 Los Osos Valley Road San Luis Obispo CA 93405 visa 1140.09 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Z -77L- 5 1 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 $ FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Type or print in ink. Statement covers period Payments Made Amounts may be rounded y to whole dollars. from 7/1/14 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 through 9/30/14 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page of I.D. NUMBER 1364038 CW 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 Lfr campaign literature and mailings PRT print ads WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER LD NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (paid by above VISA) Victorystore.com 563 - 884 -4444 signs CMP 949.20 (paid by above VISA) PRP LIT (paid by above VISA) Facebook Menlo Park, CA WEB 35.00 I I * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ " 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 $ FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1/14 through 9/30/14 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. SCHEDULE Page -0— of I.D. NUMBER 1364038 CNP 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 ND 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 VVEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID SESLOC VISA (1013) 11491 Los Osos Valley Road San Luis Obispo CA VISA 93405 2137.32 (paid by above VISA) USPS Marsh Street, San Luis Obispo CA 93401 POS 34.00 (paid by above VISA) PRP 2224 Beebee San Luis Obispo CA 93401 LIT 1 1 1821.72 ` I * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 2 !_ _�-! �2 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 $ FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1/14 through 9/30/14 Page � of I.D. NUMBER Jan Marx for Mayor 2014 1364038 SCHEDULEE CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CIVP 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 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 AMOUNTPAID (paid by above VISA) The Habit Higuera Street San Luis Obispo 93401 FN D 15.01 (paid by above VISA) Facebook Menlo Park CA WEB 7.50 (paid by above VISA) Createsend.com Sydney Australia WEB 14.52 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$°' 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 ........................................................................................................... .....I..........,.............. $ 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 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Type or print in ink. Statement covers period Payments Made Amounts may be rounded y to whole dollars. from 7/1/14 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 through 9/30/14 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment Page _ of A2(_ I.D. NUMBER 1364038 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 ND 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 AMOUNTPAID Political Data Norwalk, CA 562 406 2360 P ,4i6( r4y 6 e CSov-e ✓6A) -T+[K LIT 244.42 W i * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 10 Schedule E Summary 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.) .r ........................... TOTAL $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from ___711/14 through _ 9/30/14 Page —0-- of I.D. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment 1364038 Clot? 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 HD 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 FRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER 1.0 NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID PRP ( #1001) 2224 Beebee Street San Luis Obispo CA 93401 POS 78,72 San Luis Obispo Chamber of Commerce (1002) 895 Monterery Street San Luis membership Obispo CA 93401 300.00 PRP (1003) 2224 Beebee Street San Luis Obispo CA 93401 POS 48.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Ztyo Z 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 $ FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1/14 through 9/30/14 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page J_�_ of I.D. NUMBER 1364038 CMP campaign paraphernalia/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 (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER ID NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID San Luis Obispo Chamber of Commerce (1014 & 1015) 895 Monterey Street San Luis Obispo CA 93401 MBR 105.00 Richardson Properties (1016) 735 Tank Farm Road San Luis Obispo CA 93401 reimbursement for refreshments FND 341.67 SS-r;�e , c�,,,r, 3 Urb I$'� Sf 3.7A l Da d pad y%e,Ni VD(e ;s' "$ 3, �-- * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 0 �, 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 $ FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period CALIFORNIA from ._ 7/1/14 FORM through 9/30/14 page i--S-- of I.D. NUMBER 1364038 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment CW 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 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 LID NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Fertile Minds (1010) 1318 Chorro Street San Luis Obispo CA signs WEB 247.50 i PayPal fee for donations transfer to bank account 18.18 PRP (1011 & 1012) 2224 Beebee San Luis Obispo CA 93401 LIT 2835.60 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 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 $ FPPC Form 460 (Junel07) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1/14 through 9/30/14 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page -- of I.D. NUMBER 1364038 CW 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 supportinglopposing 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 Lrr campaign literature and mailings PRT print ads WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE I (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID SESLOC VISA ( #1004) 11491 Los Osos Valley Road San Luis Obispo CA visa 93405 1030.46 (paid by above VISA) Create Send.com email Sydney Australia MBR 27,40 (paid by above VISA) PRP (1003) 2224 Beebee Street San Luis Obispo CA 93401 LIT 924.16 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Schedule E Summary SSS��� LLL 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 $ FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/11/14 through 9/30/14 Page _a_ of I.D. NUMBER 1364038 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CIVP 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 ND independent expenditure supportinglopposing 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 AMOUNT PAID (paid by above VISA) GOTPRINT.com 818 252 -3000 CA LIT 71.82 (paid by above VISA) Create Send.com email Sydney Australia MBR 27.10 (paid by above VISA) USPS Marsh Street San Luis Obispo POS 1 1 6.80 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 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 $ FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule F Accrued Expenses (Unpaid Bills) Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1/14 SCHEDULE F SEE INSTRUCTIONS ON REVERSE (a) (b) � through 9/30/14 Page T�/_ of NAME OF FILER CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING I.D. NUMBER Jan Marx for Mayor 2014 BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE 1364038 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW 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 HD 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 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.) ............. ............................... 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.) .. ............... :............... PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) ................................................................................................................. ............................... NET $ May be a negative number FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 1ASK -FPPC (a) (b) (c) (d) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING (IF COMMITTEE, ALSO ENTER I.D NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD i i I 0 f * 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.) ............. ............................... 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.) .. ............... :............... PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) ................................................................................................................. ............................... NET $ May be a negative number FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 1ASK -FPPC