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Home My WebLink AboutJan Marx - Form 460 Amendment - 10-10-2012Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE fro Type or print in ink. Date Stamp CEIVED Statement covers period Date of election if applicab e m 7/1/2012 (Month, Day, Year) OCT 10 2012 _ through 9/30/2012 1 11/6/2012 1 . Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure O State Candidate Election Committee Committee Q Recall Q 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 0 Political Party /Central Committee (Also Complete Part 7) 3. Committee Information COMMITTEE NAME (OR CANDIDAT Jan Marx for Mayor 2012 STREET ADDRESS (NO P.O BOX) 265 Albert Drive ID NUMBER 1347247 NAME IF NO COMMITTEE, 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 2. Type of Statement: ® Preelection Statement ❑ Semi - annual Statement ❑ Termination Statement Also file a Form 410 Termination) Amendmentt (Explain below CLERK COVER PAGE } of For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 Treasurer(s) 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 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 s hedules i true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct, � 6�ery Executed on 3 / i✓� 1 r dy " r^ �_ Dale 3. - - Executed on . — 6" 3,0 Executed on Date Executed on Date By By By Signature ofContraingOfficenader , Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) State of California Recipient Committee Type or print in ink. COVER PAGE- PART 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, San Luis Obispo RESIDENTIALBUSINESS 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 of 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE OFFICE SOUGHT OR HELD BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OPPOSE 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 Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (8661275 -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 SUMMARY PAGE SEE INSTRUCTIONS ON REVERSE through 09/30/2012 Page of 13 NAME OF FILER I.D. NUMBER Jan Marx for Mayor 2012 1347247 Contributions Received 1. Monetary Contributions ......... ............................... 2. Loans Received .................... ....................11...1..1.. 3. SUBTOTALCASH CONTRIBUTIONS .................. 4. Nonmonetary Contributions .. ..........................1111. 5. TOTAL CONTRIBUTIONS RECEIVED ....•............ ... Schedule A, Line 3 Schedule B, Line 3 .... Add Lines 1 + 2 Schedule C, Line 3 Column A TOTALTHIS PERIOD (FROM ATTACHED SCHEDULES) $ 9,816 2,000 11,816 .... Add Lines 3 +4 $ Expenditures Made 6. Payments Made ........................ ............................... Schedule E, Line 4 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. 0 11.816 $ -7 o $ GjL O2, .02 $ 1o�-�b. t i 97 �O $ 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 $�� Column B CALENDAR YEAR TOTALTO DATE $ _ 0 _ $ �-� 0 U $ 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). 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 (mm /dd /yy) I $ I $ Total to Date *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 Monetary Contributions Received Amounts may be rounaea Statement covers period CALIFORNIAA60 to whole dollars. from 07/01/2012 FORM 09/30/2012 4 1 SEE INSTRUCTIONS ON REVERSE through 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 AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITfEE,ALSO ENTER 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 ❑ 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.) ............... . Ej TOTAL $ 6,875 2,941 • : . '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 A (Continuation Sheet) Statement covers period California Form 460 Monetary Contributions Received from 7/1/12 Page S 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 $ 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 1001 100 9/26 Holly Naylor, 1199 Laurel Lane, SLO, CA 93401 IND Teacher, SLOUSD 100 1001 100 9/28 James 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 9/41 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 lProfessor, 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 Retired 100 100 100 7/10 John S atafore, 753 Pacific St., SLO, CA 93401 IND ]Attorney, Self 100 100 100 7/9 Eugene Spruill, 370 Islay St., SLO, CA 93401 IND Handyman, Self 100 100 100 9/11 Mary 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 Ma 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 200 200 200 Subtotal ($ Period): 3 Z Z`- Schedule A (Continuation Sheet) Statement covers period California Form 460 Monetary Contributions Received from 7/1/12 Page -,6 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 $ YTD $ 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 Retired 100 100 100 7/20 Kristin Brid eford, 301 Broad St., SLO, CA 93405 IND Administrator, Cal Poly 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 Attorne , Self 100 100 100 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 James 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 Retired 100 100 100 8/20 Friends of Adam Hill, PO Box 1248, Grover Beach, CA 93483, Cam ai n ID# 1294032 COM n/a 200 200 200 8/31 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 100 100 100 7/9 Mary Kay Harrington, 1318 Pacific, SLO, CA 93401 IND Retired 200 200 200 8/25 Michael He I, 1867 Fixlini St., SLO, CA 93401 IND ITeacher, 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 93405 IND Retired 200 200 200 8/20 AI Landwehr, 2644 Flora St., SLO, CA 93401 IND Retired 150 150 150 Subtotal ($ Period): G° Tu.. n 11n4 :n .nl. SCHEDULEB -PART1 JGnCC1u1� d — rdfL I Amounts may be rounded Statement covers period — Loans Loans Received to whole dollars. 7/1/2012 O ' + from � 9/30/2012 �1 / 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 (b) AMOUNT (c) AMOUNT PAID (a) OUTSTANDING (e) INTEREST (f) ORIGINAL (gy CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I D NUMBER) (IF SELF - EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNTOF CONTRIBUTIONS NAMEOFBUSINESS) PERQQ PERIOD THIS PERIOD* PFRlrin PERIOD LOAN TO DATE Jan Marx Mayor, City of San Luis ❑ PAID CALENDAR YEAR 265 Albert Drive Obispo, 990 Palm St s 0 i $ 3,000.00 0 $ San Luis Obispo San Luis Obispo CA j % RATE $ E] FORGIVEN PER ELECTION- CA 93405 93401 $ 1000.00 $ 2000.00 0 12/1/1012 0 s to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ ` DATE DUE DATE INCURRED ❑ PAID CALENDARYEAR S ❑ FORGIVEN RATE PER ELECTION** t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ S $ $ S DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION''* t❑ IND E:1 COM E] OTH E] PTY [I SCC 4 $ $ $ S $ DATE DUE 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 orforgiven.) (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 9 ... NET $ 2, UC-')J (May Ve a negative number) (Enter (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 E Type or print in ink. SCHE7ULEE Amounts may be rounded Statement covers period _ , Payments Made • y to whole dollars. I 7/1/2012 �' from �. SEE INSTRUCTIONS ON REVERSE through 9/30/2012 Page _-IL of / NAME OF FILER ID-NUMBER Jan Marx for Mayor 2012 1347247 i CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment CMP campaign paraphernalialmisc. 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 I D NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Bank of America VISA ( #1004) Box 982235 El Paso Texas 79998 -2235 Fertile Minds ( #1003) 1318 Chorro St San Luis Obispo CA 93401 Bank of America VISA ( #1006) Box 982235 El Paso Texas 79998 -2235 business cards LIT graphic design LIT postcards, yard signs Lit 83.60 712.50 824.08 Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ b 1 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. ............ $ �? 34 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 $ 3 C 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 2012 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1/2012 through . 9/30/2012 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment SCHEDULEE Page of _L 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 Steynberg Gallery ( #1005) 1531 Monterey San Luis Obispo CA 93401 PRP ( #1007) 2224 Beebee San Luis Obispo CA 93401 Fertile Minds ( #1008) 1318 Chorro St San Luis Obispo CA 93401 FND POS brochure LIT 150.00 63.03 522.50 " 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.) . .... . — — ---------- ._ ... $ 1........... $ TOTAL $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule E Type or print in ink. Statement covers period Payments Made Amounts may be rounded y to whole dollars. from 7/1/2012 SEE INSTRUCTIONS ON REVERSE through 9/30/2012 Page _P_ of NAME OF FILER T 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) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I ID NUMBER) PPS ( #1009) PO Box 1254 San Luis Obispo CA 93406 SLO County Democratic Party ( #1010) 1406 Broad Street San Luis Obispo CA 93401 Bank of America (VISA) ( #1011) PO Box 982235 El Paso Texas 79998 -2235 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID CNS 1500.00 labor day picnic FND 250.00 LIT stickers, mailing * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary 341.70 SUBTOTAL$ Z_ 0q 1, 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 (866/275 -3772) Schedule E Type or print in ink. Statement covers period 0 v Pa ts Made y men Amounts may be rounded dollars. • " , ' to whole from 7/1/2012 SEE INSTRUCTIONS ON REVERSE through 9/30/2012 Page of I J NAME OF FILER ID-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. Cdr 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 I D NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID San Luis Obispo Chamber of Commerce of Commerce (1012) speaking opportunity 1039 Chorro Street MBR 100.00 San Luis Obispo CA 93401 i PRP (1013) absentee voter mailing 2224 Beebee POS 2219.91 San Luis Obispo CA 93401 Fertile Minds (1014) i I � 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. Schedule E Summary SUBTOTAL$ 2-9 1 3. b 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 (866/275 -3772) Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON R Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULE F Statement covers period CALIFORNIA ' from 7/1/2012 FORM I through 9/30/2012 Page - of I NAME OF FILER AMOUNT INCURRED AMOUNT PAID (d) OUTSTANDING 10. NUMBER Jan Marx for Mayor 2012 THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD 1347247 I 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 CTS 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 OUTSTANDING (IF COMMITTEE, ALSO ENTER I D NUMBER) DESCRIPTION OF PAYMENT AMOUNT INCURRED AMOUNT PAID (d) OUTSTANDING BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT 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 I Bank of America VISA PO Box 982235 POS WEB, LIT 0 1295.95 0 1295.95 El Paso Texas 79998 -2235 j 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 summarized on Schedule D. SUBTOTALS $ $ $ $ i Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for 2 Li �y 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 r , onthe Summary Page, Column A, Line 9.) ............................................................................................ ............................... .............. NET $ (It May De a ne®aaae nI mtm FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) Schedule F ,Accrued Expenses (Unpaid Bills) SEE INSTRUCTI NAME OF FILER ON REVERSE Jan Marx for Mayor 2012 Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULEF Statement covers period from 7/1/2012 through 9/30/2012 I� Page —0— of I.D. 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 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 UT 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 $ $ 1 �� CO $ $ C SD (� summarized on Schedule D. . 1 U 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 on the Summary Page, Column A, Line 9.) ................................. ............................... .......................... NET $ May be a negative number FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) ( ( (c) ( NAME AND ADDRESS OF CREDITOR CODE OR OUTSTAA NDING AMOUNTIN CURRED 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 NOVO restaurant FND 726 Higuera Street 0 150.00 0 150.00 San Luis Obispo CA 93401 0 I 0 0 i 0 * Payments that are contributions or independent expenditures must also be SUBTOTALS $ $ 1 �� CO $ $ C SD (� summarized on Schedule D. . 1 U 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 on the Summary Page, Column A, Line 9.) ................................. ............................... .......................... NET $ May be a negative number FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772)