HomeMy WebLinkAboutJan Marx - Form 460 - Preelection Statement - 09-30-2012Recipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200 - 84216.5)
Type or print in ink.
Statement covers period
from _ 7/112012
SEE INSTRUCTIONS ON REVERSE I through 9/30/2012
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 O Controlled
(Also Complete Part 5) O 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 ID NUMBER
1347247
COI.9.07TEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Jan Marx for Mayor 2012
STREET ADDRESS (NO P.O. BOX)
265 Albert Drive
CITY STATE ZIP CODE AREA CODE /PHONE
San Luis Obispo CA 93405 805 541 -2716
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR PO BOX
CITY STATE ZIP CODE AREA CODE /PHONE
OPTIONAL FAX / E MAIL ADDRESS
Date of election if apps
(Month, Day, Year)
11/6/2012 L
2. Type of Statement:
Date Stamp
RECE-JVEzd
OCT 0 1._012
CITY CLERK
®
Preelection Statement
❑
Semi - annual Statement
❑
Termination Statement
(Also file a Form 410 Termination)
❑
Amendment (Explain below)
Treasurer(s)
COVER PAGE
Page i of —L
For Official Use Only
❑ Quarterly Statement
❑ Special Odd -Year Report
❑ Supplemental Preelection
Statement - Attach Form 495
NAME OF TREASURER
Gregory Ty Griffin
MAILING ADDRESS
2075 Hutton
CITY STATE ZIP CODE AREA CODE /PHONE
San Luis Obispo CA 93401 805 543 -2679
NAME OF ASSISTANT TREASURER, IF ANY
Jan Marx
MAILING ADDRESS
265 Albert Drive
CITY STATE ZIP CODE AREA CODE /PHONE
San Luis Obispo
CA 93405 805 541 -2716
OPTIONAL: FAX / E -MAIL ADDRESS
janmarx @stanfordalumni.org janmarx @stanfordalumni.org
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 correc
Executed on � 0 ✓ By 11—
�j Dzx f M4nmm Tre orAssistani Tr&asurer
Executed on
I t'i '' B
Die y
Executed on
Date
By
Executed on By Date Signature of Controlling Olftehdder , Candidate. State Measure Proponent FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)
State of California
Type or print in ink.
Recipient Committee
Campaign Statement
Cover Page — Part 2
S. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
Jan Marx
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Mayor, 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 ID NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADDRESS STREETADDRESS (NO RO 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
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
COVER PAGE - PART 2
Page 'l/ of J3
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 candidates) 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 (January/05)
FPPC Toll -Free Helpline: 866 1ASK -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 07/01 /2012
SEE INSTRUCTIONS ON REVERSE
through
NAME OF FILER
$ 713 61 OT
7. Loans Made .............................. ...............................
Schedule H, Line 3
Jan Marx for Mayor 2012
8. SUBTOTALCASH PAYMENTS ..... ...............................
Add Lines 6 +7
$ -7361 �i
Contributions Received
..... Schedule F, Line 3
Column A
Column B
Schedule C, Line 3
r
l
TOTALTHISPERIOD
CALENDARYEAR
$ (-eo 2— J 2
(FROM ATTACHED SCHEDULES)
TOTALTO DATE
1. Monetary Contributions ........... ...............................
Schedule A, Line 3
$ 9,816
$ 11 O 6
2. Loans Received
Schedule s, Line 3
2,000
4 V V L
3. SUBTOTAL CASH CONTRIBUTIONS ------------------------
Add Lines I +2
$ 11,816
$ j'�o(ab.
4. Nonmonetary Contributions ..... ...............................
schedule C, Line 3
o
01_L�'
5. TOTAL CONTRIBUTIONS RECEIVED . ..... ..............
.•....AddLines3 +4
$ 11,816
$ b4C6• 00
Expenditures Made
6. Payments Made ........................ ...............................
Schedule E, Line 4
$ 713 61 OT
7. Loans Made .............................. ...............................
Schedule H, Line 3
0—
8. SUBTOTALCASH PAYMENTS ..... ...............................
Add Lines 6 +7
$ -7361 �i
9. Accrued Expenses (Unpaid Bills
..... Schedule F, Line 3
1v r
10. Nonmonetary Adjustment ........... ...............................
Schedule C, Line 3
r
l
11. TOTAL EXPENDITURES MADE . ...............................
Add Lines 8 + 9 + 10
$ (-eo 2— J 2
Current Cash Statement
12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $
13. Cash Receipts .................... ............................... Column A, line 3 above f i 9't
14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 D
'736L 15. Cash Payments ................... ............................... Column A, Line 8 above 0 7
16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ + x 3
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ........................... Schedule e, Part 2 $ - 0
Cash Equivalents and Outstanding Debts
i
18. Cash Equivalents ......... ............................... See instructions on reverse $
19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ �qC.,
$ 9' 0 & l J'-i
0 4
$ `���I Cr'?
$ 0-2—
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).
09/30/2012
SUMMARYPAGE
Page 1 of 13
I.D. NUMBER
1347247
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
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
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 rounaea
Monetary Contributions Received to dollars. Statement covers period
CALIFORNIA
whole
•
07/01/2012
from
FORM
09/30/2012
i 3
through
SEE INSTRUCTIONS ON REVERSE
Page of
NAME OF FILER
I.D. NUMBER
Jan Marx for Mayor 2012
1347247
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 D NUMBER)
CODE *
(IF SELF - EMPLOYED, ENTER NAME
PERIOD
(JAN. 1 - DEC 31)
(IF REQUIRED)
OF BUSINESS)
❑IND
- -
❑ COM
❑ OTH
❑ PTY
❑SCC
❑ IND
* *' see attached continuation sheet
❑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.) .
6,875
2,941
... TOTAL $ ___ 9,816
*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 (866/275 -3772)
Schedule A (Continuation Sheet) Statement covers period California Form 460
Monetary Contributions Received from 711/12 Page of i3
Name of filer: Jan Marx for Mayor 2012 through 9/30/12 I.D. Number: 1347247
Date
Name and address
Code
Occupation & Employer
$ Period
$ YTD
$ Election
9/8
Lynne Landwehr, 2644 Flora St., SLO, CA 93401
IND
Retired
150
150
150
7/1
Craig & Cheryl McCollum, 1139 Iris St., SLO, CA 93401
IND
Mediator, Self
100
100
100
9/23
Sara E. McEre, 687 Isla #5, SLO, CA 93401
IND
Retired
125
125
125
7/20
All son Nakasone, 2647 Lawton St., SLO, CA 93401
IND
Agent, Coldwell Banker
100
100
100
9/26
Holly Naylor, 1199 Laurel Lane, SLO, CA 93401
IND
Teacher, SLOUSD
100
100
100
9/28
games Patterson, 9312 N. Santa Margarita Rd.,
Atascadero, CA 93422
IND
Supervisor, SLO County
100
100
100
9/17
Planned Parenthood of SB et al, 518 Garden St., SB, CA
93101
OTH
n/a
200
200
200
7/20
Richard Racouillat, 511 Serrano, SLO, CA 93405
IND
Attorney, Self
100
100
100
7/5
Ernest & Tawn Roide, 88 Buena Vista Ave., SLO, CA
93405
IND
Manager, Promotions Plus
250
250
250
9/4
Richard Root, 1383 Fairway Dr., SLO, CA 93405
IND
Retired
100
100
100
9/27
Sandra Rowley, 3107 Flora St., SLO, CA 93401
IND
Retired
100
100
100
7/20
Carla Saunders, 660 Oakrid e, SLO. CA 93405
IND
Retired
200
200
200
7/10
Julie & John Schutz, 471 Hill St., SLO, CA 93405
IND
Retired
200
200
200
8/20
Cynthia Semel, 1429 Osos St., SLO, CA 93401
IND
Retired
100
100
100
9/21
Allen Settle, 1244 Drake Circle, SLO, CA 93405
IND
Professor, , Cal Poly
100
100
100
9/20
SLO Democratic Club, 1406 Broad St., SLO, CA 93401
PTY
n/a
100
100
100
7/5
Carolyn & Steven Smith, 1568 Cucaracha Ct., SLO, CA
93405
IND
Retired
100
100
100
7/20
John Snetsin er, 510 Serrano Dr., SLO, CA 93405
IND
I Retired
1001
100
100
7/10
John S atafore, 753 Pacific St., SLO, CA 93401
IND
lAttorney, Self
100
100
100
7/9
Eugene Spruill, 370 Islay St., SLO, CA 93401
IND
Handyman, Self
100
100
100
9/11
'Ma Stallard, 239 Piney Way, Morro Bay, CA 93442
IND
Retired
100
100
100
7/10
Stephen T. Weinstein, 1222 San Carlos Dr., SLO, CA
93401
IND
Retired
100
100
100
9/4
1 Mary L. Wilhelm, 1383 Fairway Dr., SLO, CA 93405
IND
Retired
100
100
100
7/1
Cal Wilvert, 603 Al Hil Dr., SLO, CA 93405
IND
Retired
100
100
100
7/20
Rosemary Wilvert, 603 AI -Hil Dr., SLO, CA 93406
IND
Retired
100
100
100
9/26
Ellyn Winslow, 405 Jaycee Dr., SLO, CA 93405
IND
Nurse, French Hospital
200
2001
200
Subtotal ($ Period):
Schedule A (Continuation Sheet) Statement covers period California Form 460
Monetary Contributions Received from 7/1/12 Page (— of
Name of filer: Jan Marx for Mayor 2012 through 9/30/12 I.D. Number: 1347247
Date
Name and address
Code
Occupation & Employer
$ Period
$ YT_D
$ Election
7/20
Patty Andreen, 190 First St., Avila Beach, CA 93424
IND
Attorney, Losano Law Firm
200
200
200
8/31
Lucienne Aroesty, 3266 Inglewood Blvd., Los Angeles, CA
90066
IND
Travel agent, Self
100
100
100
9/12
John Ashbaugh, 193 Los Cerros Dr., SLO, CA 93405
IND
Educator, Hancock College
100
100
100
7/6
Odile A ral, 300 Ferrini , SLO, CA 93405
IND
I Retired
100
100
100
7/20
Kristin Brid eford, 301 Broad St., SLO, CA 93405
IND
jAdministrator, Cal Pol
200
200
200
7/20
David Brodie, 873 Chorro St., SLO, CA 93401
IND
Retired
100
100
100
8/25
Nancy Bruno, 528 Mason Way, SLO, CA 93401
IND
Retired
100
100
100
7/15
Howard Butts, 69873 Summerville Rd., Summerville, OR
97876
IND
Retired
100
100
100
9/7
John Carsel, 3285 Shearer Ave., Ca ucos, CA 93430
IND
Attorney, Self
1001
100
100
8/6
Geraldine Champion, 182 S. Tenth St., Grover Beach, CA
93433
IND
Attoney, Self
200
200
200
7/6
Allan Cooper, 756 Broad St., SLO, CA 93401
IND
Retired
100
100
100
7/6
Virginia & Ernie Crook, 1347 Avalon St., SLO, CA 93405
IND
Retired
100
100
100
9/21
IJames Cushing, 1510 -A Broad St., SLO, CA 93401
IND
Professor, Cal Poly
100
100
100
9/28
Susan Devine, 1745 Garden St., SLO, CA 93401
IND
Retired
100
100
100
7/1
Don & Ellen Dollar, 2357 Banderola Ct., SLO, CA 93401
IND
Retired
100
100
100
9/7
John Evans, 271 Longview Lane, SLO, CA 93405
IND
lRetired A
100
100
100
8/20
Friends of Adam Hill, PO Box 1248, Grover Beach, CA
193483
COM
n/a
200
200
200
8/311
Dave Garth, 2046 San Luis Dr., SLO, CA 93401
IND
Retired
100
100
100
7/1
David & Gina Hafemeister, 553 Serrano Dr., SLO, CA
93405
IND
Teacher, Cal Poly
100
100
100
7/12
Linda Halisk , 34 Los Verdes Dr., SLO, CA 93401
IND
Professor, Cal Poly
200
200
200
7/5
Dave Hannin s, 624 Monterey, SLO, CA 93401
IND
Retired
100
1001
100
7/9
Ma Kay Harrington, 1318 Pacific, SLO, CA 93401
IND
Retired
200
200
200
8/25
Michael He I, 1867 Fixlini St., SLO, CA 93401
IND
Teacher, GUSD
100
100
100
7/20
Robert Inchausti, 1218 Sawleaf Ct., SLO, CA 93401
IND
Professor, Cal Poly
200
200
200
9/15
Mark Johnson, 581 Dana St., SLO, CA 93401
IND
Manager, SRI
100
100
100
7/20
Leslie Krinsk, 2325 Upper Lopez Cyn., Arroyo Grande, CA
93420
IND
Retired
100
100
100
7/20
Sandra Lakeman, 1677 Foreman Ct., SLO, CA 93.405
IND
Retired
200
200
200
8/20
AI Landwehr, 2644 Flora St., SLO, CA 93401
IND
Retired
150
150
150
Subtotal ($ Period):
Tvnp nr nrint in ink
SCHEDU LE B - PART 1
JL.l IC U1C 17 — rdl L 1 Amounts may be rounded Statement covers period
Loans Received to whole dollars. 7/1/2012
CALIFORNIA
•
from
FORM
9/30/2012
SEE INSTRUCTIONS ON REVERSE through
Page of
NAME OF FILER
I.D. NUMBER
Jan Marx for Mayor 2012
1347247
FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
OUTSTANDING lb)
AMOUNT
( °)
AMOUNT PAID
(d)
OUTSTANDING
(e)
INTEREST
Zt}
ORIGINAL
(g]
CUMULATIVE
OF LENDER I
(IFSELF- EMPLOYED,
(IF COMMITTEE, ALSO ENTER 10 NUMBER)
BALANCE
BEGINNING THIS RECEIVED THIS
OR FORGIVEN
BALANCE AT
CLOSE C THIS
PAID THIS
AMOUNTOF
CONTRIBUTIONS
NAME OF BUSINESS)
PERIOD PERIOD
; THIS PERIOD*
PERIOD
PERIOD
LOAN
TO DATE
Jan Marx Mayor, City of San Luis
I—] PAID
CALENDARYEAR
265 Albert Drive Obispo, 990 Palm St
$ 0
$ 3,000.00
0
$
San Luis Obispo San Luis Obispo CA
❑ FORGIVEN
%
RATE
$
PER ELECTION-
CA 93405 93401
$ 1000.00
$ 2000.00
$ 0
12/1/1012
$ 0
$
t[3 IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
DATE INCURRED
DATE DUE
❑ PAID
CALENDARYEAR
$
5
%
$
$
FORGIVEN
E] FORGIVEN
PER ELECTION **
t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
$
$
$
$
DATE INCURRED
S
DATE DUE
❑ PAID
CALENDARYEAR
❑ FORGIVEN
PER ELECTION**
RATE
t❑ IND ❑ COM [I OTH F] PTY [] SCC
$
$
$
$
DATE INCURRED
$
DATE DUE
SUBTOTALS $ $ $ $
(Enter (e) on
Schedule B Summary Schedule E, Line 3)
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 $100 paid or forgiven.)
(Include loans paid by a third party that are also itemized on Schedule A.)
3. Net change this period. (Subtract Line 2 from Line 1.) ................
Enter the net here and on the Summary Page, Column A, Line 2.
*Amounts forgiven or paid by another party also must be reported on Schedule A.
** If required.
..$ -2 000
G
NET $ 2, 00,3
(May lie a negative number)
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 E
Payments Made
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from 7/1/2012
9/30/2012 I1
SEE INSTRUCTIONS ON REVERSE through Page � of
NAME OF FILER I D. NUMBER
Jan Marx for Mayor 2012 1347247
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
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 candidatelsponsor
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
Bank of America VISA ( #1004) business cards
Box 982235 LIT 83.60
El Paso Texas 79998 -2235
Fertile Minds ( #1003) graphic design
1318 Chorro St LIT 712.50
San Luis Obispo CA 93401
Bank of America VISA ( #1006) 1 postcards, yard signs
Box 982235 Lit 824.08
El Paso Texas 79998 -2235
Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ ] � 010. 1 Q
Schedule E Summary I 0
1. Itemized payments madethis period. Include all Schedule E subtotals.) ..................... 36(, 0
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 $ —7 36 1 . 0
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772)
Schedule E
Payments Made
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from 7/1/2012
SEE INSTRUCTIONS ON REVERSE through 9/30/2012 _ Page —d-- of
NAME OF FILER J I.D. NUMBER
Jan Marx for Mayor 2012 1347247
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment
SCHEDULE E
CIVP
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
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
UT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER! D NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
Steynberg Gallery ( #1005)
1531 Monterey
FND
150.00
San Luis Obispo CA 93401
PRP ( #1007)
2224 Beebee
POS
63.03
San Luis Obispo CA 93401
Fertile Minds ( #1008)
brochure
1318 Chorro St
LIT
522.50
San Luis Obispo CA 93401
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$
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 $
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 1ASK -FPPC (866/275 -3772)
Schedule E
Payments Made
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from 7/1/2012
SCHEDtlLEE
SEE INSTRUCTIONS ON REVERSE
(IF COMMITTEE, ALSO ENTER I D NUMBER) CODE OR DESCRIPTION OF PAYMENT
AMOUNTPAID
through 9/30/2012 Page 40 Of
NAME OF FILER
PO Box 1254
I D NUMBER
Jan Marx for Mayor 2012
1500.00
San Luis Obispo CA 93406
1347247
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
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
AMOUNTPAID
PPS ( #1009)
PO Box 1254
CNS
1500.00
San Luis Obispo CA 93406
SLID County Democratic Party ( #1010)
labor day picnic
1406 Broad Street
FND
250.00
San Luis Obispo CA 93401
Bank of America (VISA) ( #1011)
stickers, mailing
PO Box 982235
LIT
341.70
EI Paso Texas 79998 -2235
Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Z
ro
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.) ............................................. ...............................
2. Unitemized payments made this period of under $100 .................................................................. ............................... .. ......... _ S
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 Type or print in ink. Statement covers period
Payments Made Amounts may be rounded
y to whole dollars. from 711/2012
SEE INSTRUCTIONS ON REVERSE through 9/30/2012 Page of I
NAME OF FILER I.D. NUMBER
Jan Marx for Mayor 2012 1347247
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment
CHIP
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)
I
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER I D NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID
San Luis Obispo Chamber of Commerce of Commerce (1012) speaking opportunity
1039 Chorro Street MBR 100.00
San Luis Obispo CA 93401
PRP (1013) absentee voter mailing
2224 Beebee POS 2219.91
San Luis Obispo CA 93401
Fertile Minds (1014) brochure, website
1318 Chorro LIT 593.75
San Luis Obispo CA 93401
" Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 2-9 1 3 • b
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 $
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772)
Schedule F
Accrued Expenses (Unpaid Bills)
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from
7/1/2012
_.__.— _—..__
SCHEDULE F
9/30/2012
SEE INSTRUCTIONS ON REVERSE through Page _I ? of r
NAME OF FILER I.D. NUMBER
Jan Marx for Mayor 2012 1347247
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 SUBTOTALS $ $ O C �el $ $ ` p 9
summarized on Schedule D. lv� ( O
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 $ J
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 p
onthe Summary Page, Column A, Line 9.) ..................................................................... ............................... .............................. NET $`-�� -/
May De a negative number
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 1ASK -FPPC (866/275 -3772)
(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
BALANCEAT CLOSE
OF THIS PERIOD
(ALSO REPORT ON E)
OF THIS PERIOD
Jan Marx
265 Albert Drive
Chamber Membership
0
245.00
0
245.00
San Luis Obispo CA 93405
Bank of America VISA
PO Box 982235
POS
0
1295.95
0
1 1295.95
El Paso Texas 79998 -2235
WEB. LIT
SLO Life Magazine
-.....
4251 S. Higuera Street, Ste 800
PRT
0
350.00
0
350.00
San Luis Obispo CA 93401
* Payments that are contributions or independent expenditures must also be SUBTOTALS $ $ O C �el $ $ ` p 9
summarized on Schedule D. lv� ( O
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 $ J
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 p
onthe Summary Page, Column A, Line 9.) ..................................................................... ............................... .............................. NET $`-�� -/
May De a negative number
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 1ASK -FPPC (866/275 -3772)
Schedule F
Accrued Expenses (Unpaid Bills)
SEF INSTRUCTIONS ON REVERSE
NAME OF FILER
Jan Marx for Mayor 2012
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from 7/1/2012
through 9/30/2012
SCHEDULEF
Page —0— of _LL
LD NUMBER
1347247
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
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 CREDITOR CODE OR
(IF COMMITTEE, ALSO ENTER ER OUTSTANDING AMOUNT INCURRED
(a) (b)
I D NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD
OF THIS PERIOD
NOVO restaurant
726 Higuera Street
San Luis Obispo CA 93401
FND
* Payments that are contributions or independent expenditures must also be SUBTOTALS $
summarized on Schedule D.
0 1 150.00
N
$ PAZ, &10 $
(c) (d)
AMOUNTPAID OUTSTANDING
THIS PERIOD BALANCE AT CLOSE
(ALSO REPORT ON E) OF THIS PERIOD
0 150.00
0
0
$ 4Sr� rU0
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
th S
ona umma y Page, Column A, Line 9.) ................................ .................................................................. ._,......... ...................... ........... NET $
May De a negative number
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)