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HomeMy WebLinkAboutJan Marx - Form 460 - SemiAnnual Statement - 07-23-2012Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from 1/1/12 through 6/30/12 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. [Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete Part 5) 0 Sponsored ❑ General Purpose Committee (Also Complete Part 6) 0 Sponsored Primarily Formed Candidate/ 0 Small Contributor Committee °`. Officeholder Committee 0 Political Party /Central Committee (Also Complete Part 7) 3. Committee Information LD NUMBER 1347247 MITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Jan Marx for Mayor 2012 STREET ADDRESS (NO P 0. 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 P.0 BOX CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS janmarx @stanfordalumni.org Date Stamp Date of election if applic ble: (Month, Day, Year) JUL 2 4, 012 11/6/12 La CITY CLI 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 L 10 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 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 correGi . ^ Executed on J 13 )L-o By ( \d t Date 7 1 1 Signature ct T asurer orAssistant Treasurer Executed on By Date Sig Officeholder. COricldmi Stale Measure Pr uponent or Responsible ClificerofSp©nsar Executed on J "� 2 3 By Date Signature of Controllong Ofketwk W Ca ICRdate. State Measure PMP*Iehnt Executed on By _ Date Signature ofCorttrolingOfficeholder , Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) State of California Recipient Comm ittee Type or print in ink. COVERPAGE -PART2 Campaign Statement OR 460 FORM 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 San Luis Obispo RESIDENTIAUBUSINESS 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 STREETADDRESS (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) Page 2 of 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate /Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE 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 Summary Page SEE INSTRUCTIONS ON REVERSE Type or print in ink. SUMMARY PAGE Amounts may be rounded to whole dollars. Statement covers period from through 3 Dl Page —711— of ` NAME OF FILER 1071 Contributions Received 1. Monetary Contributions ............ ............................... Schedule A, Line 3 2. Loans Received ....................... ............................... Schedule e, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ........ .................... Add Lines 3 +4 Expenditures Made 6. Payments Made .................. .......... ..... .................... Schedule E, Line 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 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. 17. LOAN GUARANTEES RECEIVED Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) $ 1Z So 10na $ ZaS70 tym $ UE0 $ 00 $ Cho++ AY $ $ 0 Z{7 0 O $ ��-0 ... 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 8 above $ 109q Column B CALENDARYEAR TOTALTO DATE $ 1250 I�c�® $ 2ZSu $ y• r� 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). I D. NUMBER 13 4 7 �-q7 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) 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 (8661275 -3772) $chedule A Type or print in ink. Monetary ontributions Received Amounts may rounded ry to whole dollars. lars. SEE INSTRUCTIONS ON REVERSE Jan Marx for Mayor 2012 DATE ! FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR ! IF AN INDIVIDUAL, ENTER RECEIVED (IF COMMITTEE, ALSO ENTER I D NUMBER) CODE * OCCUPATION AND EMPLOYER (IFSELF- EMPLOYED, ENTER NAME _. OF BUSINESS) see attached ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY El SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ Statement covers period CAUFORi from 1/1/12 FORM thrminh 6/30/2012 Pa e AMOUNT RECEIVED THIS PERIOD Schedule A Summary 1. Amount received this period — contributions of $100 or more. (Include all Schedule A subtotals.) , -„ .. $ 2. Amount received this period — unitemized contributions of less than $ 100 .............. .. ............................. $ - 3. Total monetary contributions received this period. 44 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $ 1. o 9 1,D. NUMBER 1347247 SCHEDULE A of 0 CUMULATIVE TO DATE PER ELECTION CALENDAR YEAR TO DATE (JAN. 1 - DEC. 31) (IF REQUIRED) 'Contributor Codes IND— Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other PTY — Political Party SCC —Small Contributor Committee FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule A (Continuation Sheet) Monetary Contributions R ceived Name of filer: Jan Marx �a� -jSY ?at 2' Statement covers period from P/1/12 through 6/30/12 California Form 460 Page of D. Number: 134 247 Date Name and address Code Occupation & EmOover $ Period $ YTD $ Election 6/23/12 Lawrence Bolef, 1667 Roval Wav, SLO, CA 93405 Ind Enqineer, TransUnion Interactive 100 100 100 6/18/12 George Mach, 1684 Alrita St., SLO, CA 93401 Ind Retired 100 100 100 6/18/12 Mary Ruth Mach, 1684 Alrita St., SLO, CA 93401 Ind Retired 100 100 100 6/20/12 Dusty Davis, 760 Morro St., SLO, CA 93401 Ind Desiqner, Fertile Minds 200 2001 200 Subtotal ($ Period):` T.. SCHEDULEB -PART1 scneauie ts — cart i Amounts may be rounded Statement covers period Loans Received to whole dollars. " J1/12 •- from _:0 j 6/30/12 b 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 (bl (c) AMOUNT AMOUNTPAID (d) OUTSTANDING (e) INTEREST (f) ORIGINAL (g) CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IFSELF- EMPLOYED, ENTER BALANCE BEGINNING BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE C THIS PAID THIS AMOUNTOF CONTRIBUTIONS NAMEOFBUSINESS) PERIOD THIS PERIOD; PERIOD PERIOD LOAN TO DATE i Jan Howell Marx Mayor ❑ PAID CALENDARYEAR 265 Albert Drive City of San Luis Obispo, $ $ 1,000.00 0 % 1,000 $ San Luis Obispo 990 Palm St, San Luis RATE $ ❑FORGIVEN PER ELECTION— CA 93405 Obispo CA 93401 0 1,000.00 $ $ $ 11/6/12 $ 0 4/23/12 $ to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED DATEDUE ❑ PAID CALENDARYEAR ❑ FORGIVEN PER ELECTION'* RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ S DATE INCURRED $ DATE DUE ❑ PAID CALENDARYEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION'" RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATEDUE DATE INCURRED SUBTOTALS $ $ $ $ Schedule B Summary 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.) ................................ ............................... NET $ 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. 1,000 0 1,000 (May be a negative number) (tmer (e) on Schedule E, Line 3) 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 (866/275 -3772) Schedule C Type or print in ink. SCHEDULE C Nonmoneta Contributions Received Amounts may be rounded ry to whole dollars. Statement Duets Period CALIFORNIA 460 from r zD�z FORM through Page Of SEE INSTRUCTIONS ON REVERSE I NAME OF FILER I D. NUMBER W#,.fA - b)&"( i z 1341-2 q_'� DATE FULL NAME, STREET ADDRESS AND CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER DESCRIPTION OF AMOUNT! FAIR MARKET CUMULATIVE TO DATE PER ELECTION TO DATE RECEIVED ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I D NUMBER) CODE * (IF SELF-EMPLOYED. ENTER NAME OF BUSINESS) GOODS OR SERVICES VALUE CALENDAR YEAR (JAN 1 - DEC 31) { IF REQUIRED W ❑IND p ❑COM ❑ OTH vl ❑ PTY ❑SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule C Summary 1. Amount received this period — nonmonetary contributions of $100 or more. (Include all Schedule C subtotals.) ............................. ............................... 2. Amount received this period — unitemized nonmonetary contributions of less than $100 ..... ............................... $ 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ...................... TOTAL $ 'Contributor Codes IND— Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 866 /ASK -FPPC Schedule C (Continuation Sheet) Nonmonetary Contributio Received Name of filer: Jan Marx V 1 � 1: 20a, Statement covers period from J/1/12 through 6/30/12 California Form 460 Page of I.D. Numb r: 134 247 Date Name and address Code Occupation & Employer Description $ Period $ YTD $ Election Craig Lindaman, 1057 Buchon St., SLO, 5/20/2012 CA 93401 Ind Retired Printing 200 200 200 Margaret Lindaman, 1057 Buchon St., 5/20/2012 SLO, CA 93401 Ind Retired Printing 200 200 200 Kevin Lindaman, 1057 Buchon St., SILO, ICA 5/20/2012 93401 Ind Student Printing 200 200 200_ Jeremy Lindaman, 10 Ealand Place, C- MIC+n, VC4 • 5/20/2012 Santa Barbara, CA 93103 Ind Printer, - .., Vor,^,y Printing 200 200 200 Subtotal ($ Period)_ rd 0 Schedule E Type or print in ink. Statement covers period Payments Made Amounts may be rounded to whole dollars. 1/1/12 from SEE INSTRUCTIONS ON REVERSE NAME OF FILER Jan Marx for Mayor 2012 through 6/30/12 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page _a_ of I.D. NUMBER 1347247 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 Fertileminds 1318 Chorro St San Luis Obispo CA 93401 graphic design (1001) LIT 427.50 PRP 2224 Beebee St, San Luis Obispo CA 93401 mailing (1002) LIT 272.92 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. i SUBTOTAL$ 700.42 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) ............................................................................... ............................... $,, 2. Unitemized payments made this period of under $100 ...................................................................................... ................_.............. .................. $ 1 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 Summa Page, Column A, Line 6. Summary 9 ) .........................,... TOTAL $ - 700.42 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) Schedule F (Continuation Sheet) Accrued Expenses (Unpaid Bills) Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULE F (CONT.) Statement covers period CALIFORNIA . ' p from ' y ' through 3� ?� Page of NAME OF FILER )A/ JiJ {c) AMOUNT PAID THIS PERIOD I.D. NUMBER 1� t�C. 1�.....r.. 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 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 UT campaign literature and mailings PRT print ads WEB information technology costs (intemet, e-mail) * Payments that are contributions or independent expenditures mustalso be summarized on Schedule D. NAME AND ADDRESS OF CREDITOR (IF COMMITTEE. ALSO ENTER I D NUMBER) CODE OR DESCRIPTION OF PAYMENT (OUTSTANDING BALANCE BEGINNING ( AMOUNTIN CURRED THIS PERIOD {c) AMOUNT PAID THIS PERIOD ( OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD / v % o ( NK % qi 9�9� — 223 �� vl zq,,.,!1 CA V / ✓I C6�2 Z /Y1 2 J Zj / l + ^� j 1 6 r U el- 0, Q - '< qk72- -2-35 1194.fo 2 2 SUBTOTALS $ $ r3 $ — $ O3 FPPC Form 460 (June /01) FPPC Toll -Free Helpline: 8661ASK -FPPC