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HomeMy WebLinkAbout2018.09.27_Winholtz_Betty_Form 460COVER PAGE Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from August 13, 2018 through September 27, 2018 Date of election if applicable: (Month, Day, Year) November 6, 2018 Date Stamp RECEIVED City of Morro Bay SEP 2 7 2018 City Clerk CALIFORNIA 460 FORM Page 1 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 O Small Contributor Committee O Political Party/Central Committee O Primarily Formed Ballot Measure Committee O Controlled O Sponsored (Also Complete Part 6) O Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 2. Type of Statement: • Preelection Statement ❑ Semi-annual Statement O Termination Statement (Also file a Form 410 Termination) O Amendment (Explain below) O Quarterly Statement O Special Odd -Year Report 3. Committee Information COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Winholtz For City Council 2018 I.D.NUMBER Li /.53 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Morro Bay CA 93442 8051M_ 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 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 bes certify under penalty of perjury under the laws of the State of California that the foregoing is t Executed on Executed on Executed on Executed an Date September 27, 2018 Date September 27, 2018 Date Date By By By By Signatu m knowled.,- the information con..ined herein and in the attached schedules is true and complete. I 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: 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 COVER PAGE - PART 2 CALIFORNIA FORM NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Betty Winholtz 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 N/A 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 N/A 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 committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE N/A 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 I. 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 NAME OF FILER Winholtz for City Council 2018 Contributions Received 1. Monetary Contributions Schedule A, Line 3 2. Loans Received Schedule 8, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 +2 $ 4. Nonmonetary Contributions Schedule C, Line 3 C7 5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3+4 $ a3to0 $ Expenditures Made 6. Payments Made 7. Loans Made Schedule E, Line 4 Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS AddLines6+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 I, 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. 17. LOAN GUARANTEES RECEIVED $ 0 Amounts may be rounded to whole dollars. Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) Statement covers period from August 13, 2018 through Column B CALENDAR YEAR TOTAL TO DATE $ 4239,00 $ 4239,00 ©mo y.2_3'I too $ Lia 3 „o© 0 2_ :7 4, 18 0 22.7/3 $ zit 29 /3 0 $ ° 79•/8 $ 2_2;79 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 $ 0 Liz 9.cDc2 0 22..73 1 1 q _s 9.7a 0 0 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). September 27, 2018 SUMMARY PAGE CALIFORNIA FORM yV I.D. NUMBER 1411053 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 none $ 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 to wnoie aouars. Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Statement cov rs period J from a �3�/7`C ? CALIFORNIA 460 FORM through��7/7-6)/3/ Page 9 of $ NAME OF FILER 4/ 7 i 0/17_, Ear Il rl,/� ( _r?u11c,i Z.0l3 I.D. NUMBER /171>1053 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) 8/27/2018 Barr F. Branin Morro Bay, CA 93442 III IND IIIcoM ❑ OTH ❑ PTY ❑ scc Retired 500 8/27/2018 Phili. L. Bauman Morro Bay, CA 93442 0 IND IA cam ❑ OTH ❑ PTY ❑ scc Building Contractor 100 8/27/2018 Thomas O. Rost Morro Bay, CA 93442 ® IND ElcoM ❑ OTH ❑ PTY ❑ scc Retired 100 8/27/2018 Ian e. Erickson Morro Bay, CA 93442 II IND CICOM ❑ OTH ❑ PTY ❑ scc Retired 500 8/27/2018 Ro. er L. Ewin• Morro Bay, CA 93442 III IND IIIcoM ❑ OTH ❑ PTY ❑ scc Retired 500 SUBTOTAL $ 1,700.00 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. � (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ 4f'`7 � Q $.S,S5Ce $ 6 *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 Amounts may be rounded SCHEDULE A w wnoie uuuars. Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Statement covers period from August 13, 2018 CALIFORNIA FORM Page5 460 of through September 27, 2018 NAME OF FILER _ Winholtz for City Council 2018 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) 09/24/2018 Lorie Noble Morro Bay, CA 93442 !I IND Retired 200 ❑ coM ❑ OTH ❑PTY ❑ SCC 09/17/2018 liallill Morro Bay, CA 93442 ® IND ❑ com ❑ OTH ❑ PTY ❑ SCC Retired 300 09/24/2018 Penny E. Harrington 875 Main St. Morro Bay, CA 93442 ® IND ❑ coM ❑ OTH ❑ PTY ❑ scc RubyDragon, Retailer g 200 09/24/2018 Carl Grilli 1101.1.1.3442 66 IND ❑ coM ❑ OTH ❑ PTY ❑ scc Retired 250 09/24/2018 Carla Wixom Morro Bay, CA 93442 ®IND ❑ coM 0 OTH ❑ PTY ❑ scc Restaurant, Carla's Country Kitchen 100 SUBTOTAL$ 1,050 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.) 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) www.fppc.ca.gov Schedule A Amounts may be rounded SCHEDULE A co wnoie sonars' Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Statement covers period August 17, 2018 from CALIFORNIA FORM 460 through September 27,2018 Page AD_ of _S{ NAME OF FILER Winholtz for City Council 2018 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) 09/11/2018 Nanc Bast Morro Bay, CA 93442 is IND ❑coM ❑ OTH ❑ PTY ❑ scc Rtired 100 09/11/2018 Anne -Marie Schnetzler Morro Bay, CA 93442 Z IND lIl BOTH ❑ PTY ❑ scc Retired 100 09/11/2018 Dan Sedle Morro Bay, CA 93442 ® IND ❑ coM ❑ OTH ❑ PTY ❑ SCC Retired 300 09/11/2018 Dorth Cutter Morro Bay, CA 93442 is IND ❑ COM ❑ OTH ❑ PTY ❑ scc Retired 100 09/11/2018 Jeff Heller Morro Bay, CA 93442 !/ IND Retired 200 ❑COM ❑OTH ❑ PTY ❑ scc SUBTOTAL $ 800 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.) 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) www.fppc.ca.gov Amounts may be rounded SCHEDULE B - PART 1 cneauie 1:5 — cart 1 to whole dollars. Loans Received SEE INSTRUCTIONS ON REVERSE from through Statement covers period A 3� Z®l CALIFORNIA . " FORM, 460 . LZ, 2Qi o Page 7 of�' — NAME OF FILER � -('l + Zo WL h fa Y' C1 1'�( C'0L,{ri C-1 J 1 g I.D. NUMBER //053 FULL NAME, STREETADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) IF AN INDIVIDUAL; ENTER OCCUPATIONSELF-EMPLOYED, ENTEREMPLOYER (IF NAME OF BUSINESS) (a) OUTSTANDING BALANCE BEGINNING THIS PERIOD AMOUNT RECEIVED THIS PERIOD (c) AMOUNT PAID OR FORGIVEN THIS PERIOD ` (d) OUTSTANDING LALANCE AT CLOSE OF THIS PERIOD (e) INTEREST PAID THIS PERIOD (F) ORIGINAL AMOUNT OF - LOAN (g) CUMULATIVE CONTRIBUTIONS TO DATE 1 `�( L'. -}_. j /' �� J /� 54- = e1v�,0 )a rd .,:i r 1 t-ot. r $ $ ti ii 3s- If PAID $ `1 CIS. 1 _ $ a $ L14 9.5 i CALENDAR YEAR $ ?i q q s PER ELECTION** $ ❑ FORGIVEN $ RATE $ — 1'11-o r^ Y� 7 `rj.� IJ �� �F t® IND ❑ COM ❑ OTH ❑PTY ❑ SCC DATE DUE DATE INCURRED . r1't�s (A)4r/t i-r- ,,, ^ 0 ✓ro vl A 4 93 4 L/ /"/' / I [ `/ IA IND- ❑ COM ❑ OTH ❑ PTY ❑ SCC _ re-hIr e $ $i7Sz•5tT$ {' ]PAID $/25°1...59 $ 0 , $/252.:57 CALENDAR YEAR $/2_2.,5 ❑FORGIVEN RATE $ ' 9/s//S DATE INCURRED PER ELECTION** $ DATE DUE t ❑ IND 0 COM ❑ OTH ❑ PTY 0 SCC $ $ ❑ PAID $ $ % $ CALENDAR YEAR $ ❑ FORGIVEN $ RATE $ PER ELECTION** $ DATE DUE DATE INCURRED SUBTOTALS $ 1 702- /0 $ 1702' r'0 $ $ 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 or forgiven,) (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.) NET $ 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. $ V702.40 0 (May be 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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov hed e Payments Q e SEE INSTRUCTIONS ON REVERSE NAME OF FILER Win hi, 1+Z coy,ci CO CMP CNS CTB cvc FIL FND IND LEG LIT Amounts may be rounded to whole dollars. Co kitti aZio 1431 ES: if one of the following codes accurately describes the payment, you 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 may enter the code. Otherwise, describe the payment. 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 ,��HEDULE E 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) (IF NAME COMMITTEE, AND ADDRESS ALSO ENTER OF I.D. PAYEE NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID A5AP rt p rb h i cs Li awl 08 Ltg5. MorroY 81 . al Marro &'t , CA 13 L4 Getril-6; crap WI as C/M-1/ 9 2 Mat k 5'iai I a sa a S 9 ma (Tv BAY) efl q3 WV t ri • . C/ctj crt• in 0 rr 0 Sek\( L/ 10. 00 s 5 scIs Hew kin _ Marrirri 6 ` r ., c4 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. s B OTAL 2. 0 7 (r1 Schad SUi 11 mid aT`;,n 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).) 2.0 q 6 ‘7 / is Si 4. Total payments made this period. (Add Lines 1, 2, and 3 Enter here and on the Summary Page, Column A, Line 6.) - TOTAL. $ t 2--7 9 4 1 S. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov•