HomeMy WebLinkAbout2018.01.12_CAL_Form 460 AmendmentRecipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 07/01/2017
through 12/31/2017
Date of election if applicable:
(Month, Day, Year)
Date Stamp
RECEIVED
City of Morro Bay
JAN 12 2018
City Clerk
COVER PAGE
CALIFORNIA 460
FORM
Page
of
For Official Use Only
1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4.
❑ Officeholder, Candidate Controlled Committee
O State Candidate Election Committee
O Recall
(Also Complete Part 5)
® General Purpose Committee
O Sponsored
® Small Contributor Committee
O Political Party/Central Committee
❑ Primarily Formed Ballot Measure
Committee
O Controlled
O Sponsored
(Also Complete Part 6)
❑ Primarily Formed Candidate/
Officeholder Committee
(Also Complete Part 7)
2. Type of Statement:
❑ Preelection Statement
21 Semi-annual Statement
0 Termination Statement
(Also file a Form 410 Termination)
m Amendment (Explain below)
3. Address, Schedule A
❑ Quarterly Statement
0 Special Odd -Year Report
3. Committee Information
I.D. NUMBER
1396018
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Citizens For Affordable Living
STREET ADDRESS (NO P.O. BOX)
CITY
Morro Bay
STATE ZIP CODE
CA 93442
AREA CODE/PHONE
805
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
CITY STATE
ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
Treasurer(s)
NAME OF TREASURER
Scott Lawson
MAILING ADDRESS
CITY
Morro Bay
NAME OF ASSISTANT TREASURER, IF ANY
Kathleen Quigley
STATE ZIP CODE
CA 93442
AREA CODE/PHONE
805
MAILING ADDRESS
CITY
Morro Bay
OPTIONAL: FAX / E-MAIL ADDRESS
STATE ZIP CODE
CA 93442
AREA CODE/PHONE
805__
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 apir4^^„..,4
Executed on / // 2-/ 74 By
// Date asurer
Executed on / �6 By
to Signature of C onent or Responsible Officer of Sponsor
Executed on
Date
Executed on
Date
By
By
Signature of Controlling Officeholder, Candidate, State Measure Proponent
Signature of Controlling Officeholder, Candidate, State Measure Proponent
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
snww fnnr ra any
u ma
a jal • n sclosu e
e
SEE INSTRUCTIONS ON REVERSE
tatement
Amounts may be rounded
to whole dollars.
CO
Statement covers period
07/01/2017
through 12/31/2017
SUMMARY PAGE
CALIFORNIA A ��
FORM
Page of
NAME OF FILER
Citizens For Affordable Living
Contributions eceived
1. Monetary ontributions................................................... Schedule A, Line 3
2. Loans Received................................................................ Schedule 81 Line 3
3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 + 2
4. Nonmonetary Contributions ......... ....... .............. Mtn .......I Schedule C, Line 3
5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 + 4
Column A
TOTAL THIS PERIOD
(FROM ATTACHED SCHEDULES)
2394.00
0
$ 2394.00
0
Expenditures Made
6. Payments Made Schedule E, Line 4 $
7. Loans Made Schedule H, Line 3
8. SUBTOTAL CASH 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
13 Cash Receipts
14. Miscellaneous Increases to Cash
15. Cash Payments
16. ENDING CASH BALANCE
Previous Summary Page, Line 16
Column Al Line 3 above
Schedule 1, Line 4
Column A, Line 8 above
Add Lines 12 + 13 + 14, then subtract Line 15
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED
Schedule 8, Part 2
Cash Equivalents and Outstanding Debts
18. Cash Equivalents
19. Outstanding Debts
See instructions on reverse
Add Line 2 + Line 9 in Column 8 above
Column B
CALENDAR YEAR
TOTAL TO DATE
4164.00
0
4164.00
0
2394.00 $ 4164.00
1898.48 $ 2422 30
0
1898.48 $
0
0
0
2422.30
0
0
1898 48 $ 2422 30
$ 1246 18
2394 00
0
1898 48
$ 1741.70
$
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
f led for this calendar year,
only carry over the amounts
from Lines 2, 7, and 9 (if
any).
I.D NUMBER
1396018
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 $ $
2 Expenditures
Made $ $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
(If Subject to Voluntary Expenditure Limit)
Date of Election
(mm/dd/yy)
Total to Date
$
*Amounts in this section may be different from amounts
reported in Column B
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule A
Amounts may be rounded
SCHEDULE A
Monetary Contributions Received to wnoie aouars.
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 07/01/2017
CALIFORNIA
FORM
Page
460
of
through 12/31/2017
NAME OF FILER
Citizens For Affordable Living
I.D. NUMBER
1396018
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CONTRIBUTOR
CODE *
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
AMOUNT
RECEIVED THIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 - DEC. 31)
PER ELECTION
TO DATE
(IF REQUIRED)
07/12/2017
Robert Settje
Morro Bay, CA 93442
J IND
Retired
100.00
100.00
■ coM
■ OTH
■ PTY
■ SCC
07/19/2017
Robert Settje
Morro Bay, CA 93442
!I IND
Retired
100.00
200.00
IN COM
• OTH
• PTY
• scC
07/25/2017
Robert Settje
orro ay,
r IND
Retired
100.00
300.00
• COM
• OTH
• PTY
• scc
07/12/2017
Gregory Hardcastle
g ry
Morro Bay, CA 93442
Retired
250.00
250.00
1IND
■ coM
• OTH
■ PTY
■ scc
07/12/2017
- chnetzler
Morro bay, CA
!I IND
Retired
100.00
189.00
■ COM
• OTH
■ PTY
• scc
SUBTOTAL $ 650.00
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. 2394.00
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $
1109.00
1285.00
*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 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule A (Continuation Sheet)
Amounts may be rounded
SCHEDULE A (CONT.)
Monetary Contributions Received to whole dollars.
Statement covers period
from 07/01/2017
CALIFORNIA 460
FORM
Page of
through 12/31/2017
NAME OF FILER
Citizens For Affordable Living
I.D. NUMBER
1396018
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CONTRIBUTOR
CODE *
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
AMOUNT
RECEIVED THIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 - DEC. 31)
PER ELECTION
TO DATE
(IF REQUIRED)
07/19/2017
Anne -Marie Schnetzler
orro bay,
!'I IND
• coM
■ OTH
■ PTY
■ scc
Retired
60.00
249.00
07/31 /2017
Vickie & Philli. Baggett
Morro Bay, CA 93442
• IND coM
■ OTH
• PTY
• SCC
Retired
150.00
150.00
10/04/2017
Sandra Tannler
Morro ay, 442
►1 IND
■coM
IIOTH
• PTY
• scc
Retired
50.00
100.00
10/11/2017
Susan Jeffries
Morro bay, CA 93442
IND
•
• COM
■ OTH
• PTY
• scc
Retired
100.00
199.00
10/17/2017
Carole Truesdale
Morro bay, CA 93442
!O IND
■ coM
■ OTH
• PTY
• SCC
Retired
99.00
198.00
SUBTOTAL $ 459.00
*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 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Citizens For Affordable Living
CODES: If one of the following codes accurately describes
CMP
CNS
CTB
CVC
FIL
FND
IND
LEG
LIT
campaign paraphernalia/misc.
campaign consultants
contribution (explain nonmonetary)*
civic donations
candidate filing/ballot fees
fundraising events
independent expenditure supporting/opposing others (explain)*
legal defense
campaign literature and mailings
Amounts may be rounded
to whole dollars.
SCHEDULE E
Statement covers period
from 07/01/2017
through 12/31/2017
the payment, you may enter the code. Otherwise, describe the payment.
MBR
MTG
OFC
PET
PHO
P0L
POS
PRO
PRT
member commun ications
meetings and appearances
office expenses
petition circulating
phone banks
polling and survey research
postage, delivery and messenger services
professional services (legal, accounting)
print ads
RAD
RFD
SAL
TE L
TRC
TRS
TS F
VOT
WEB
CALIFORNIA /' 6O
FORM 'T
Page of
I.D. NUMBER
1396018
radio airtime and production costs
returned contributions
campaign workers' salaries
t.v. or cable airtime and production costs
candidate travel, lodging, and meals
staff/spouse travel, lodging, and meals
transfer between committees of the same candidate/sponsor
voter registration
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
Secretary of State
1500 11 th St. Rm 495
Sacramento, CA 95814
FIL
Annual Fee
100.00
San Luis Obispo County Assessor
1055 Monterey St
San Luis Obispo, CA 93408
LIT
351.15
Jeff Heller
Morro Bay, CA 93442
OFC
483.49
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
SUBTOTAL $
934.64
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.) $
2. Unitemized payments made this period of under $100 $
1769.48
129.00
3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) .,, $ 0
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) TOTAL $ '898.48
FPPC Form 460 (Jan/2016)
FP PC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
(Continuation Sheet)
Payments Made
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
Statement covers period
from 07/01 /2017
through 12/31/2017
SCFit )ULE E (CONT)
Page of
NAME OF FILER
Citizens For Affordable Living
I.D. NUMBER
1396018
CODES: If one of the following codes
CMP
CNS
CTB
CVC
FIL
FND
IND
LEG
LIT
accurately describes
campaign paraphernalia/misc.
campaign consultants
contribution (explain nonmonetary)*
civic donations
candidate filing/ballot fees
fundraising events
independent expenditure supporting/opposing others (explain)*
legal defense
campaign literature and mailings
the payment, you may enter the code.
MBR
MTG
OFC
PET
PI-f0
POL
POS
PRO
PRT
member communications
meetings and appearances
office expenses
petition circulating
phone banks
polling and survey research
postage, delivery and messenger services
professional services (legal, accounting)
print ads
Otherwise, describe the payment.
RAD radio airtime and production costs
RFD returned contributions
SAL campaign workers' salaries
TEL t.v. or cable airtime and production costs
TRC candidate travel, lodging, and meals
TRS staff/spouse travel, lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VOT voter registration
WEB information technology costs (internet, e mail)
NAME AND ADDRESS OF NM
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
ASAP
495 Morro Bay Blvd
Morro Bay, CA 93442
LIT
534.84
Dan Banfield CPA
os sos, A 93402
PRO
300.00
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
SUBTOTAL $
834.84
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fnoc.ca.eov (866/275-37721