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Home My WebLink About2018.09.27_Heller_Jeff_Form 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 07/01/2018 through 09/22/2018 Date of election if applicable: (Month, Day, Year) 11/06/2018 City of Morro Bay SEP 27 2018 City Clerk Page COVER PAGE of 1- O For Official Use Only 1. Type of Recipient Committee: All Committees - complete Parts 1, 2, 3, and 4. WI Officeholder, Candidate Controlled Committee O State Candidate Election Committee O Recall (Also Complete Pert 5) ❑ General Purpose Committee O Sponsored O Small Contributor Committee O Political Party/Central Committee ❑ Primarily Formed Ballot Measure Committee O Controlled O Sponsored (Also Complete Pert 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Pert 7) 2. Type of Statement: 2 Preelection Statement ❑ Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ❑ Quarterly Statement ❑ Special Odd -Year Report 3. Committee Information I.D. NUMBER 1410242 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Friends of Heller for City Council-2018 STREET ADDRESS (NO P.O. BOX) CITY Morro Bay STATE ZIP CODE AR E CA 93442 805 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX P. O. Box 1526 CITY STATE ZIP CODE Morro Bay CA 93443 OPTIONAL: FAX / E-MAIL ADDRESS AREA CODE/PHONE Treasurer(s) NAME OF TREASURER Scott Lawson MAILING ADDRESS CITY STATE ZIP CODE Morro Bay CA 93442 NAME OF ASSISTANT TREASURER, IF ANY AREA CODE/PHONE 805 MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing Executed on L /C Executed on Executed on Date Executed on Date By By By By Sig Responsible Officer of Sponsor 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) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Jeff Heller OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Morro Bay City Council RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 595 Harbor St Morro Bay, CA 93442 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 I I NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? YES I 1 NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 CALIFORNIA FORM 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 comm-ttee 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 Attach continuation sheets if necessary SUPPORT OPPOSE FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Summa Page SEE INSTRUCTIONS ON REVERSE tatement Amounts may be rounded to whole dollars. SUMMARY PAGE Statement covers period from 07/01/2018 through 09/22/2018 CALIFORNIA FORM 4 Page 3 of lO NAME OF FILER Friends of Heller for City Council-2018 Contributions Received 1. Monetary Contributions Schedule A, Line 3 $ 2. Loans Received Schedule B, 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 7 Loans Made Schedule E, Line 4 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 A, 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 See instructions on reverse $ 19. Outstanding Debts Add Line 2 + Line 9 in Column B above $ Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) $4943.00 $0.00 $4943.00 $519.79 $5462.79 $2958.01 $0.00 $2958.01 $340.01 $519.79 $3817.81 $0.00 $4943.00 $0.00 $2958.01 $1984.99 $0.00 $0.00 $340.01 Column B CALENDAR YEAR TOTAL TO DATE $ $4943.00 $0.00 $ $ $ $ $4943.00 $519.79 $5462.79 $2958.01 $0.00 $2958.01 $340.01 $519.79 $3817.81 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 1410242 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 20. Contributions Received $ 21. Expenditures Made $ 1/1 through 6/30 7/1 to Date 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 oneta Contributions ` I co wno:e [milers. SEE INSTRUCTIONS ON REVERSE Statement covers period from 07/01/2018 CALIFORNIA FORM Page 460 of through 09/22/2018 NAME OF FILER Friends of Heller for City Council-2018 I.D. NUMBER 1410242 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) 08/16/2018 Robert Enns Cayucos, CA 93430 IND Owner Robert B Enns Construction $250 $250 MIcoM ■ OTH ■ PTY ■ Scc 08/16/2018 Carole Truesdale Morro Bay, CA ►/ IND Retired $198 $198 MIcoM • OTH • PTY IN SCC 08/16/2018 Tom Rost Topeka, KS 66604 ri IND Retired $100 $100 • COM ■ OTH • PTY • Scc 08/26/2018 Pauline Stansbury _ Morro Bay, CA 93442 Retired $100 $100 IND II COM • OTH ■ PTY • Scc 08/26/2018 Dan Sedle y Morro Bay, CA 93442 9 IND Retired $300 $300 ■ coM • OTH • PTY ■ SCC SUBTOTAL$ $948 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all ScheduleAsubtotals.) $ 2. Amount received this period — unitemized monetary contributions of less than $100 $ 3. Total monetary contributions received this period. $4943.00 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ $4348.00 $595.00 *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 (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) onetary Contributions eceived to whole dollars. Statement covers period from 07/01/2018 CALIFORNIA 460 FORM Page 4' of through 09/22/2018 NAME OF FILER Friends of Heller for City Council-2018 I.D. NUMBER 1410242 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) 08/26/2018 Dorothy Cutter Morro Bay, CA 93442 Kil IND III COM ■ OTH ■ PTY • SCC Retired $100 $100 08/26/2018 Nano. Bast Morro Bay, CA 93442 IND II COM ❑ OTH • PTY • SCC Retired $100 $100 08/26/2018 Gayla Newman Morro Bay, CA 93442 IND • COM ■ OTH • PTY ■ SCC Retired $200 $200 08/26/2018 Jose hive H de Morro Bay, CA 93442 IND 0 COM ■ OTH ■ PTY • Scc Retired $100 $100 08/26/2018 Karen Beckman Morro ay, 42 ! J IND • Com • OTH • PTY • SCC Retired $250 $250 SUBTOTAL $ $750 *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 SCHEDULEA (CONT.) et tC 1 tl n Cell to whole dollars. Statement covers period from CALIFORNIA FORM 460 Page of through NAME OF FILER Friends of Heller for City Council-2018 I.D. NUMBER 1410242 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER W. 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) 08/26/2018 Kristen Headland Morro Bay, CA 93442 !'/ IND ■coM ■ OTH ■ PTY ■ SCC Retired $100 $100 08/26/2018 Bar Branin Morro Bay, CA 93442 ►� IND ■coM • OTH • PTY • SCC Retired $1000 $1000 08/30/2018 Ann Reisner Morro Bay, CA 93442 • IND COM • OTH • PTY • scC Retired $200 $200 08/30/2018 Franklin Real Estate and Rentals 798 Morro bay Blvd Morro Bay, CA 93442 • IND ■ coM V OTH • PTY • scC $500 $500 08/31/2018 Dorothy Cutter Morro Bay, CA 93442 n IND ■ coM ■ OTH • PTY • SCC Retired $100 $200 SUBTOTAL$ $1900 *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.) t tl°I tl "ecel� to whole dollars. Statement covers period from CALIFORNIA F FORM ��O Page of through NAME OF FILER Friends of Heller for City Council-2018 I.D. NUMBER 1410242 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) 09/04/2018ail Morro Bay, CA 93442 I► IND • COM • OTH II PTY ■ SCC Project Manager SLO County Office of Emergency Services $200 $200 09/05/2018 Lorie Noble Morro Bay, CA 93442 IND ❑coM • OTH • PTY ■ SCC Retired $100 $100 09/05/2018 Kathleen Qui le Morro Bay, CA93442 J IND III COM • OTH • PTY • SCC Retired $250 $250 09/20/2018 Pauline Stansbury Morro Bay, CA93442 VI IND • coM ■ OTH • PTY ■ scc Retired $100 $200 09/21/2018 Lorie Noble Morro Bay, CA 93442 in IND IIcOM ■ OTH • PTY • scc Retired $100 $200 SUBTOTAL $ $750 *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 C Amounts may be rounded SCHEDULE C To wnole uonars. onmoneta Contributions`��eceiv SEE INSTRUCTIONS ON REVERSE from through Statement covers period 07/01/2018 CALIFORNIA 460 FORM Page of 09/22/2018 NAME OF FILER Friends of Heller for City Council-2018 I . NUMBER 1410242 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) DESCRIPTION OF GOODS OR SERVICES AMOUNT/ FAIR MARKET VALUE CUMULATIVE TO DATE CALENDAR YEAR (JAN 1 - DEC 31) PER ELECTION TO DATE (IF REQUIRED) 8/26/2018 Vivian Branin Morro Bay, CA 93442 rgl COM Retired Meeting Room Refreshments $519.79 $519.79 • III OTH • 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 $ $519.79 Schedule C Summary 1. Amount received this period — itemized nonmonetary contributions. (Include all Schedule C subtotals.) 2. Amount received this period — unitemized nonmonetary contributions of less than $100 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) $ $519.79 $ $0.00 TOTAL $ $519.79 *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 ade SEE INSTRUCTIONS ON REVERSE NAME OF FILER Friends of Heller for City Council-2018 CODES: CMP CNS CTB CVC FIL FND IND LEG LIT Amounts may be rounded to whole dollars. Statement covers period from 07/01/2018 through 09/22/2018 If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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 MBR MTG OFC PET PHO 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 RAD RFD SAL TEL TRC TRS TSF VOT WEB SCHEDULE E CALIFORNIA FORM 1410242 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 Goofy 975 Morro Main Graphics Bay, St CA 93442 LIT Yard Signs $1874.75 Vistaprint 275 Waltham, Wyman MA St 02451 CMP $904.16 Atascadero 4401 Atascadero, El News real CA 93422 PRT $179.00 Camino Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ $2958.01 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) $ $2958.01 2. Unitemized payments made this period of under $100 $ $0.00 3. Total interest paid this period on loans (Enter amount from Schedule B, Part 1, Column (e).) $ $0.00 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column Al Line 6.) TOTAL $ $2958.01 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc ca gov (866/275-3772) www.fppc.ca.gov SCHEDULE F Schedule F Accrued Expenses (Unpaid SEE INSTRUCTIONS ON REVERSE NAME OF FILER Friends of Heller for City Council-2018 Amounts may be rounded to whole dollars. Statement covers period from 07/01/2018 through 09/22/2018 CALIFORNIA' FORM Page of ) I.D. NUMBER 1410242 CODES: CMP CNS CTB CVC FIL FND IND LEG LIT If one of the following codes 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 MBR member communications MTG meetings and appearances OFC office expenses PET petition circulating PHO phone banks POL polling and survey research POS postage, delivery and messenger services PRO professional services (legal, accounting) PRT print ads may enter the code. Otherwise, describe the payment. RAD RFD SAL TEL TRC TRS TSF VOT WEB 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 CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT () OUTS BALANCE BEGINNING OF THIS PERIOD ( AMOUNT INNCURRED THIS PERIOD (c) AMOUNT PAID THIS PERIOD (ALSO REPORT ON E) ( OUTSTANDINGj BALANCE AT CLOSE OF THIS PERIOD Jeff Heller Morro Bay, CA 93442 CMP, LIT, WEB $0.00 $340.01 $0.00 $340.01 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS $ $0.00 $ $340.01 $ $0.00 $ $340.01 Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and INCURRED TOTALS $ $340.01 PAID TOTALS $ $0.00 on the Summary Page, Column A, Line 9.) NET $ $340.01 May be a negative number FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov