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HomeMy WebLinkAboutNo on G San Luis Obispo 2014 - Form 460 - Termination - 11-24-14Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE from Type or print in ink. Statement covers period I Date of election if appli 2014 -10 -19 (Month, Day, Year) through Date Stamp 2014 -11 -12 I 2014 -11 -04 NOV 2 4 2014 1. Type of Recipient Committee: All committees - complete Parrs 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 (Also Complete Part 6) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee Q Political Party /Central Committee ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1370781 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) NO ON G SAN LUIS OBISPO 2014 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE SAN LUIS OBISPO CA 93405 -1708 ( MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX PO BOX 14107 2. Type of Statement: ❑ Preelection Statement ❑ Semi - annual Statement ® Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) COVER PAGE Page 1 of 7 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 NAME OF TREASURER KEVIN P. RICE MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE SAN LUIS OBISPO CA 93406 -4107 ( NAME OF ASSISTANT TREASURER, IF ANY LESLIE HALLS MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE CITY STATE ZIP CODE AREA CODE /PHONE SAN LUIS OBISPO CA 93406 -4107 ( SAN LUIS OBISPO CA 93405 -4928 ( OPTIONAL: PAX 1 E -MAIL ADDRESS 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 foregoing is true and correct. /,� 2014 -11 -12 Executed on By y 2014 -11 -12 Executed on By Date 2014 -11 -12 Executed on By Date 2014 -11 -12 Executed on By Date rrrL, rorm 4ou (januarymo) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) State of California Type or print in ink. COVER PAGE - PART 2 Recipient Committee Campaign Statement . CALIFORNIA 460 Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESIDENTIAL /BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 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 STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE Page 2 of 7 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE Measure G -14 Essential Services Transaction (Sales) and Use Tax BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT G I City Of San Luis Obispo 1 0 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 Q OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT El OPPOSE Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) State of California Campaign Disclosure Statement Type or print in ink. Amounts may be rounded Summary Page to whole dollars. Statement covers period from 2014 -10 -19 SUMMARYPAGE SEE INSTRUCTIONS ON REVERSE through 2014 -11 -12 Page 3 of 7 NAME OF FILER I.D. NUMBER NO ON G SAN LUIS OBISPO 2014 1370781 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTALTHIS PERIOD (FROMATTACHED SCHEDULES) CALENDARYEAR TOTALTODATE Running in Both the State Primary and General Elections 1. Monetary Contributions ............ ............................... schedule A, Line 3 $ 310.00 $ 5,408.00 2. Loans Received ....................... ............................... schedule a, Line 3 00 .00 _ 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... add Lines 1 + z 00 $ 310. $ 5, 408 . 00 20. Contributions Received $ $ 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 60.00 5,431.37 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED .. • . ... ............... Add Lines 3 + 4 $ 370.00 $ 10,839.37 Made $ $ Expenditures Made 6. Payments Made ........................ ............................... Schedule E, Line 4 $ 1,738.00 7. Loans Made .............................. ............................... Schedule H, Line 3 .00 8. SUBTOTAL CASH PAYMENTS ..... ............................... Add Lines 6 + 7 $ 1,738.00 9. Accrued Expenses (Unpaid Bills) ..... __ ...................... Schedule F Line 3 (2,000.00) 10. Nonmonetary Adjustment ........... ............................... Schedule C, Line 3 60.00 11. TOTAL EXPENDITURES MADE .... ............................Add Lines 8 + 9 + 10 $ (262.00) 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 8 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. 1,428.00 310.00 .00 1,738.00 .00 17. LOAN GUARANTEES RECEIVED.. .......... ........ ..... Schedule e, Part 2 $ .00 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... See instructions on reverse $ .00 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column 8 above $ .00 $ 5,408.00 .00 $ 5,408.00 .00 5,431.37 $ 10,839.37 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) '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 (8661275 -3772) Schedule A Type or print in ink. SCHEDULE A Monetary Contributions Received Amounts may be rounded to whole dollars. Statement covers period _ from 2014 -10 -19 A ' 0. ki 2014 -11 -12 4 7 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER NO ON G SAN LUIS OBISPO 2014 I 1370781 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR RALSOND ZIP DE O CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (E COMMITTEE, .D.N CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) EIIND 2014 -10 -30 RICHARD E. CADDY ❑ 100.00 200.00 134 LA ENTRADA AVE ❑OTH NONE SAN LUIS OBISPO CA 93405 -1555 ❑ PTY ❑SCC MIND f - 2014 -10 -10 LESLIE HALLS ❑COM Executive Director 210.00 1,024.78 1359 OCEANAIRE DR ❑OTH SLO County Builders SAN LUIS OBISPO CA 93405 -4928 ❑ PTY Exchange ❑ SCC ❑IND ❑ COM ❑ OTH ❑ Pte' ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ~- ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ 310.00 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 $ 310.00 11 310.00 '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 /ASK -FPPC (866/275 -3772) Schedule C Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER NO ON G SAN LUIS OBISPO 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 2014 -10 -19 throunh 2014 -11 -12 P 5 FULL NAME, STREET ADDRESS AND CONTRIBUTOR IF AN INDIVIDUAL, ENTER DESCRIPTION OF DATE ZIP CODE OF CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED CODE IF SELF - EMPLOYED, ENTER GOODS OR SERVICES (IF COMMITTEE, ALSO ENTER I.D. NUMBER) ( NAME OF BUSINESS) 10/22 SAN LUIS BUSINESS CENTER ❑❑IOM 4251 S HIGUERA ST STE 800 ®OTH SAN LUIS OBISPO CA 93401 -7736 ❑OTH ❑SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Attach additional information on appropriately labeled continuation sheets. conference room AMOUNT/ FAIR MARKET VALUE age I.D. NUMBER 1370781 CUMULATIVE TO DATE CALENDAR YEAR (JAN 1 - DEC 31) SUBTOTAL $ 60.00 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 ....................... . ............ $ 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 $ 60.00 .00 ME Of 7 PER ELECTION TO DATE (IF REQUIRED) '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 /ASK -FPPC (8661275 -3772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER NO ON G SAN LUIS OBISPO 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 2014 -10 -19 through 2014 -11 -12 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page 6 of 7 I.D. NUMBER 1370781 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) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID KEITH GURNEE Reimbursement (see Sch. F) 108 BROAD ST 1,728.00 SAN LUIS OBISPO CA 93405 -1708 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 1,728.00 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.) ............................. TOTAL $ 1,728.00 10.00 1,738.00 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) SCHEDULE F Schedule F Type or print in ink. Statement covers period • ' Amounts may be rounded J ' Accrued Expenses (Unpaid Bills) to whole dollars. from 2014 -10 -19 •' through. 2014 -11 -12 7 7 SEE INSTRUCTIONS ON REVERSE Page of NAME OF FILER LD. NUMBER NO ON G SAN LUIS OBISPO 2014 1370781 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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 LIT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF CREDITOR CODE OR ( OUTSTAA NDING ( AMOUNT IN NCURRED (c) AMOUNT PAID (d) 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 KEITH GURNEE 108 BROAD ST SAN LUIS OBISPO CA 93405 -1708 PRT ($272.00 forgiven) 2,000.00 (272.00) 1,728.00 .00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS $ 2,000,00 $ (272.00) $ 1,728.00 $ QQ 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 $ ...................PAID TOTALS $ (272.00) 1,728.00 ............................. NET $ (2,000.00) May be a negative number FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)