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Home My WebLink About2018.10.24_Heller_Jeff_Form 460COVER PAGE Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 09/23/2018 through 10/20/2018 Date of election if applicable: (Month, Day, Year) 11/06/2018 Date Stamp RECEIVED City of Morro Bay OCT 242018 City Clerk CALIFORNIA 460 FORM Page of For Official Use Only 1. Type of Recipient Committee: All committees - complete Parts 1, 2, 3, and 4. [Z] Officeholder, Candidate Controlled Committee O State Candidate Election Committee O Recall (Also Complete Part 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 Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 2. Type of Statement: VI Preelection Statement ❑ Semi-annual Statement O Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) 0 Quarterly Statement 0 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 STATE ZIP CODE Morro Bay CA 93442 AR E/PHONE 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 Morro Bay STATE ZIP CODE CA 93442 AREA CODE/PHONE 805 NAME OF ASSISTANT TREASURER, IF ANY 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 Califomia that the foregoing is 1 O/v47 ( e Executed on Executed on D to Executed on Date Executed on Date By By By By Signat onsible 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 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Jeff Heller OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Morro Bay City Council RESIDENTIAL/BUSINESS 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 NAME OF TREASURER I D NUMBER CONTROLLED COMMITTEE? COMMITTEE ADDRESS STREET ADDRESS (NO P.O BOX) CITY E YES NO STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME NAME OF TREASURER I D NUMBER CONTROLLED COMMITTEE? COMMITTEE ADDRESS STREET ADDRESS (NO P.O BOX) CITY YES __ NO STATE ZIP CODE AREA CODE/PHONE BALLOT NO OR LETTER 1 JURISDICTION COVER PAGE - PART 2 Page of E SUPPORT OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. N AME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT N FFICE 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 N AME OF OFFICEHOLDER OR CANDIDATE N AME OF OFFICEHOLDER OR CANDIDATE N AME OF OFFICEHOLDER OR CANDIDATE O FFICE SOUGHT OR HELD O FFICE SOUGHT OR HELD O FFICE SOUGHT OR HELD O FFICE SOUGHT OR HELD Attach continuation sheets if necessary E SUPPORT O PPOSE SUPPORT OPPOSE S UPPORT O PPOSE SUPPORT O PPOSE FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 09/23/2018 through 10/20/2018 SUMMARY PAGE CALIFORNIA 460 FORM Page of NAME OF FILER Friends of Heller for City Council-2018 Contributions Received 1. Monetary Contributions Schedule Al 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 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 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 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 A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) $1894.00 $0.00 $1894.00 $250.00 $1894.00 $2932.46 $0.00 $2932.46 $0.00 $250.00 $3182.46 $1984.99 $1894.00 $0.00 $2932.46 $946.53 $0.00 $0.00 $o.00 $ $ $ $ $ $ Column B CALENDAR YEAR TOTAL TO DATE $6837.00 $o.00 $6837.00 $769.79 $7356.79 $5890.47 $0.00 $5890.47 $0.00 $769.79 $6660.26 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 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) $ 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 sonars. SEE INSTRUCTIONS ON REVERSE Statement covers period from 09/23/2018 CALIFORNIA FORM Page 460 of through 10/20/2018 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) 09/24/2018 Carla Wixom Morro Bay, CA 93442 ■IND Carla's Country Kitchen $100.00 $100.00 ■ COM V] OTH ■ PTY • SCC 09/26/2018 Gre o Hardcastle Morro Bay, CA 93442 •4 IND Retired $250.00 $250.00 ■ COM II OTH ■ PTY • scc 09/28/2018 Nanc Johnson Morro Bay, CA 93442 r IND Retired $100.00 $100.00 ■ cOM • OTH • PTY • scc 09/28/2018 Garry Johnson Morro Bay, CA 93442 Retired $100.00 $100.00 IND • coM • OTH ■ PTY • scc 10/03/2018 Robert Settje Morro Bay, CA 93442 •J IND Retired $200.00 $200.00 • COM • OTH • PTY • scc SUBTOTAL $ $750.00 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. $1894.00 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ $1000.00 $894.00 *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 09/23/2018 CALIFORNIA 460 FORM Page of through 10/20/2018 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) 10/10/2018iiiiiiiiii Morro Bay, CA 93442 WI IND III ■ OTH • PTY • SCC Retired $100.00 $100.00 10/12/2018 Dwight Davis Poway, CA 92064 �� IND ■ COM • OTH • PTY • SCC Retired $150.00 $150.00 • IND • COM • OTH ■ PTY • SCC • IND • COM • OTH • PTY • SCC • IND • COM ■ OTH • PTY • SCC SUBTOTAL $ $250.00 `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 C Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. from Statement covers period 09/23/2018 through 10/2 0/2 018 SCHEDULE C CALIFORNIA /� 6O FORM �� Page of NAME OF FILER Friends of Heller for City Council-2018 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 I D NUMBER 1410242 CUMULATIVE TO DATE CALENDAR YEAR (JAN 1 - DEC 31) PER ELECTION TO DATE (IF REQUIRED) George League 1185 Embarcadero Morro Bay, CA ■ IND C COM E OTH PTY SCC Great American Fish Company Campaign Signs $250.00 $250.00 WM- E L E IND COM OTH PTY SCC E E C E IND COM OTH PTY SCC C E ilmnpeammb C IND COM OTH PTY SCC Attach additional information on appropriately labeled continuation sheets SUBTOTAL $ $250.00 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.) TOTAL $ $250.00 $0.00 $250.00 " *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 1 1 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE E Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 09/23/2018 through 10/20/2018 NAME OF FILER Friends of Heller for City Council-2018 Page I.D. NUMBER 1410242 of CODES: CMP CNS CTB CVC FIL FND IND LEG LIT 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 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 Jeff Heller Morro Bay, CA 93442 CMP $340.01 Vistaprint 275 Wyman St Waltham, MA 02451 CMP $488.86 ASAP Reprographics 495 Morro Bay Blvd Morro Bay, CA 93442 LIT $794.12 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ $1622.99 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) $ $2668.94 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.) $263.52 $0.00 $ TOTAL $ $2932.46 FPPC Form 460 (Jan/2016) FPPC 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 09/23/2018 through 10/20/2018 SCHEDULE E (CONT.) CALIFORNIA 460 FORM Page of NAME OF FILER Friends of Heller for City Council-2018 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP CNS CTB CVC FIL FND IND LEG LIT campaign paraphernalia/misc. campaign consultants contnbutlon (explain nonmonetary)* civic donations candidate filing/ballot fees fundraising events ndependent expenditure supporting/opposing others (explain)* legal defense campaign literature and mailings NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) 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 I.D. NUMBER 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) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Simply Clear Marketing 615 Clarion Ct San Luis Obispo, CA 93401 PRT $916.67 Staples 2950 Broad St San Luis Obispo, CA CMP 129.28 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ $1045.95 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov