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HomeMy WebLinkAbout2019.01.14_Headding_John_Form 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 10/21/2018 through 12/31/2018 Date of election if applicable: (Month, Day, Year) 11/06/2018 Date Stamp RECEIVED City of Morro Bay JAN 1 4 2019 Citv Clerk COVER PAGE CALIFORNIA 460 FORM Page 1 of 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 0 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 E1 Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) O Amendment (Explain below) ❑ Quarterly Statement ❑ Special Odd -Year Report 3. Committee Information I.D. NUMBER 1411645 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Headding for Mayor 2018 STREET ADDRESS (NO P.O. BOX) CITY Morro Bay STATE ZIP CODE CA 93442 AREA CODE/PHONE MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX P.O. Box 2034 CITY STATE ZIP CODE Morro Bay CA 93443 AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS Treasurer(s) NAME OF TREASURER Homer Alexander MAILING ADDRESS CITY Morro Bay STATE ZIP CODE CA 93442 AREA CODE/PHONE NAME OF ASSISTANT TREASURER, IF ANY 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 foregoing is true and correct. Executed on Executed on Executed on Executed on Date �- ?'at9" 7 H 1 Date Date Date By By s By By sponsible 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 NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE John Headding OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Mayor Morro Bay CA 93442 RESIDENTIAL/BUSINESSADDRESS (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 STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 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 OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD II SUPPORT III OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT • 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 NAME OF FILER John Headding Contributions Received 1. Monetary Contributions 2 Loans Received 3. 4. 5. Schedule A, Line 3 Schedule 8, Line 3 SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 +2 $ Nonmonetary Contributions Schedule C. Line 3 TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 + 4 Expenditures Made 6. Payments Made 7. Loans Made Amounts may be rounded to whole dollars. Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) Statement covers period from 10/21/2018 through 12/31/208 Column B CALENDAR YEAR TOTAL TO DATE $ 5522 $ 14,136 (2374) 505 3148 $ 14,642 0 0 $ 3148 $ 14,642 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 4991 $ 0 13,534 0 4991 $ 13534 0 0 $ 4991 0 0 13,534 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 2951 3148 0 4991 1108 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 8 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). SUMMARY PAGE I.D. NUMBER 1411645 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 Monetary Contributions Received To wnoie sonars' SEE INSTRUCTIONS ON REVERSE Statement covers period 10/21/2018 from CALIFORNIA 460 FORM through 12/31/2018 Page 4 of NAME OF FILER John Headding I.D. NUMBER 1411645 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) 10/28/18 Luis Gonzalez Santa Maria, CA 93458 J IND Small Business Owner 100.00 100.00 • COM ■ OTH ■ PTY ■ SCC 10/28/18 William & Teresa Szymczak Kouing rims tstates, CA 90274 J IND• Self Preservation Partners (former owner) 2,500 2,500 coM • OTH • PT, • scc 10/28/18 Susan Wood Sherman Oaks, UA 91423 ■ IND Rye Street Apts Owner 2,500 2,500 + COM 0 OTH ❑ PTY • SCC 10/29/18 Doug & Susan Radican San Luis Obispo, CA 93405 J IND Small Business Owner 300 300 ■ coM ■ OTH ■ PTY ■ SCC • IND • COM • OTH • PTY • SCC SUBTOTAL$ 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. 5,522 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ 5,400 122 *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 Schedule B — Part 1 to whole dollars. Loans Received SEE INSTRUCTIONS ON REVERSE J from through Statement covers period 10/21/2018 /'� CALIFORNIAOR46L 12/31/18 Page of 8 NAME OF FILER John Headding I.D. NUMBER 1411645 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF EMPLOYED, ENTER NAME OF BUSINESS) (e) OUTSTANDING BALANCE BEGINNING THIS PERIOD O.) AMOUNT RECEIVED THIS PERIOD (c) AMOUNT PAID OR FORGIVEN THIS PERIOD ` (d) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD let INTEREST PAID THIS PERIOD (1) ORIGINAL AMOUNT OF LOAN (9) CUMULATIVE CONTRIBUTIONS TO DATE .Inhn Haaririinn Morro Bay, CA 93442 t ❑ IND ❑ COM ❑ OTH D PTY ❑ SCC Pharmacist Small Business Owner $ 2879 $ 626 iia PAID $ 3,000 $ 505 $ $ 2879 CALENDAR YEAR $ 3505 ❑ FORGIVEN $ 12/31/2020 RATE 09/07/18 PER ELECTION`* $ 3505 DATE DUE DATE INCURRED 1-0 IND ❑ COM 0 OTH ❑ PTY 0 SCC . $ $ ❑ PAID $ $ $ / $ CALENDAR YEAR $ ❑ FORGIVEN $ RATE PER ELECTION** $ DATE DUE DATE INCURRED t ❑ IND 0 COM 0 OTH 0 PTY 0 SCC $ $ ❑ PAID $ $ $ % $ CALENDAR YEAR $ ❑ FORGIVEN $ RATE PER ELECTION** $ DATE DUE DATE INCURRED SUBTOTALS $ 626 $ 3,000 $ 505 $ Schedule B Summary 1. Loans received this period $ (Total Column (b) plus unitemized loans of Tess 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.) 626 Roo) 3. Net change this period. (Subtract Line 2 from Line 1.) NET $ (2,,174) 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. (May be a negative number) (Enler (e) an Schedule E, Line3) 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 Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 10/21/2018 through 12/31/2018 SCHEDULE E NAME OF FILER John Headding I.D. NUMBER 1411645 CODES: If one CMP CNS CTB CVC FIL FND IND LEG LIT 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 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 CODE 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) OR DESCRIPTION OF PAYMENT AMOUNT PAID Butter Cup Bakery 430 Morro Bay Blvd Morro Bay, CA 93442 FND Election night event 438 Sue Headding FND Morro Bay, CA 93442 Kirk Off Event 276 Sarah Coletti FND Morro Bay, CA 93442 Kick Off Event 183 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 898 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).) 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) TOTAL $ 4846 145 0 4991 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. NAME OF FILER John Headding Statement covers period from 10/21/2018 through 12/31/2018 SCHEDULE E (CONT.) CALIFORNIA 460 FORM 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 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 Page 7 of I.D. NUMBER 1411645 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 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Homer Alexander Morro Bay, CA 93442 FND Kirk Off Event 253 Hay Printing 3118 Main St Morro Bay, CA 93442 LIT Printing Mailer #2 1231 United States Postal Service 898 Napa Ave Morro Bay, CA 93442 POS Postage Mailer #2 1,300 New Times 1010 Marsh St San Luis Obispo,CA 93401 PRT Newspaper Ad X2 626 Rock Harbor Marketing 898 Napa Ave #267 Morro Bay, CA 93442 WEB Social Media and Web Site Consulting 400 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 3,811 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 10/21/2018 through 12/31/2018 SCHEDULE E (CONT.) Page 8 of 8 NAME OF FILER John Headding 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 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 I.D. NUMBER 1411645 radio airtime and production costs retumed 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 Jennifer Ford Morro Bay,CA 93442 FND Inauguration Party 137 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 137 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov