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HomeMy WebLinkAbout2019.01.16_Winholtz_Betty_Form 460COVER PAGE Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE from Statement covers period / 24i through Date of election if applicable: (Month, Day, Year) November 6, 2018 Date Stamp RECEIVED City of Morro Bay JAN 13 2019 City Clerk CALIFORNIA 460 FORM Page of 5 For Official Use Only 1. Type of Recipient Committee: All Committees —Complete Parts 1, 2, 3, and 4. O 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: ❑ Preelection Statement ❑ Semi-annual Statement RI Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ❑ Quarterly Statement ❑ Special Odd -Year Report 3. Committee Information I.D. NUMBER 1411053 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Winholtz For City Council 2018 STREET ADDRESS (NO P.O. BOX) CITY Morro Bay STATE CA ZIP CODE AREA CODE/PHONE 93442 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 James Warner MAILING ADDRESS CITY Morro Bay STATE ZIP CODE CA 93442 NAME OF ASSISTANT TREASURER, IF ANY N/A AREA CODE/PHONE MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification 1 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 foregoir^ +.,,o ,na 12/20/2018 Executed on Executed on Executed on Executed on Date Date 12/20/2018 Date Date By L By — By By er or 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: adviceefnnc.ca_eov (S66/275-37721 COVER PAGE - PART 2 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 Winholtz For City Council 2018 OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) City Council RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 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 ❑ 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 ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION El 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 11 SUPPORT • OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT il OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD• SUPPORT • OPPOSE Attach continuation sheets if necessary 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. from Statement covers period / cT/ 2,/ /% through / ?—(3i /% ? SUMMARY PAGE Page - of NAME OF FILER r�c,3 i" k0 t t 7 Contributions Received 1. Monetary Contributions 2. Loans Received 3. SUBTOTAL CASH CONTRIBUTIONS 4. Nonmonetary Contributions 5. TOTAL CONTRIBUTIONS RECEIVED Expenditures Made 6. Payments Made 7. Loans Made 8. SUBTOTAL CASH PAYMENTS 9. Accrued Expenses (Unpaid Bills) 10. Nonmonetary Adjustment F�c it 2a� Schedule A, Line 3 Schedule 8, Line 3 Add Lines 1 + 2 Schedule C, Line 3 Add Lines 3 + 4 Schedule E, Line 4 Schedule H, Line 3 Add Lines 6 + 7 Schedule F, Line 3 Schedule C, Line 3 Add Lines 8 + 9 + 10 11. TOTAL EXPENDITURES MADE Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) Column B CALENDAR YEAR TOTAL TO DATE 3-0? $ qs f% 314 , $ tf.S `7 $�tC. $gs '7 $ zez-L ' . 6_9 $ Lfs T7 z..-Z.CW.S. (a $ $ 'fS q 9f 577 Current Cash Statement 12. Beginning Cash Balance Previous Summary Page, Line 16 $ / 9/ 7 • l09 13. Cash Receipts Column A, Line 3 above .31n, 14. Miscellaneous Increases to Cash Schedule 1, Line 4 15. Cash Payments Column A, Line 8 above Z7..5. to 9 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ 0 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 $ To calculate Column B, add amounts in Column Ato 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 1411053 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 Amounts may be rounded SCHEDULE A Schedule A to wnoie aouars. Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Statement covers period from 1 ° / 2- i // 5& CALIFORNIA 460 FORM through Z-/ 3 id Page of 5 NAME OF FILER i j O14- C I �' COl.tr'Li1 0( I.D. NUMBER 1411053 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) 10/1yil cyf,t)1.`'Fc._ iv6 y iY)orro Esty , cal R 3 �a___ LI IND t re-f i0 o- ■coM ■OTH ■ PTY ■ SCC • IND ■ COM • OTH • PTY • SCC • IND • COM • OTH • PTY • SCC • IND ■COM • OTH • PTY • SCC • IND • COM • OTH • PTY ■ SCC SUBTOTAL$ ✓ a , Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) $ t l 2. Amount received this period — unitemized monetary contributions of Tess than $100 $ _I 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ "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) SCHEDULE E S chedule E P ayments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Amounts may be rounded to whole dollars. (7) I Wt "Yf'1 '`z..4 T 79V'r (IS Cat( r C Z 1 2 Cr 31 CODES: If one of the following codes accurately describes the payment, you may enter the code. MBR member communications 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 MTG O FC PET P HO POL POS P RO P RT meetings and appearances office expenses petition circulating phone banks polling and survey research postage, delivery and messenger services professional services (legal, accounting) print ads Statement covers period from 1o`z/(iS through / Z ( 3 (/ Otherwise, describe the payment. RAD RFD SAL TEL TRC TRS TSF VOT WEB Page I.D. NUMBER 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 Simply Clear Marketing & Media $500 615 San Clarion Luis Obispo, Ct., Ste #2 CA 93401 PRT cc/4.4-4r° ,,J (MO ITO y cd rrt Citizens for Affordable Living P.O. Morro Box 1822 Bay, CA 93443-1822 CVC -.7" 03 '" Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ j8-,Li. 0 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).) $ 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 $ FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov