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HomeMy WebLinkAbout2022.04.28_Costanzo_Form 460COVER PAGE Redaplier t Commthee Campaign Statement Cover Gage (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from 01 /01 /2022 through 04/23/2022 Date of election if applicable: (Month, Day, Year) 06/07/2022 Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. Officeholder, Candidate Controlled Committee O State Candidate Election Committee 0 Recall (Also Complete Part 5) U General Purpose Committee 0 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) Type of Statement I)4 Date Stamp RECEIVED City of Morro Bay APR 282022 City Clerk Preelection Statement Semi-annual Statement Termination Statement (Also file a Form 410 Termination) Amendment (Explain below) Page 1 of 11 For Official Use Only Quarterly Statement Special Odd -Year Report Supplemental Preelection Statement - Attach Form 495 3. Committee information I.D. NUMBER 1446119 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) FRIENDS OF COSTANZO FOR COUNCIL 2022 STREET ADDRESS (NO P.O. BOX) CITY STATE MORRO BAY CA ZIP CODE 93442 AREA CODE/PHONE MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX PO BOX 62 CITY STATE MORRO BAY OPTIONAL: FAX / E-MAIL ADDRESS CA COSTANZOFORCOUNCI L2022@GMAIL.COM ZIP CODE AREA CODE/PHONE 93443 Treasurer(s) NAME OF TREASURER DAN COSTLEY MAILING ADDRESS CITY MORRO BAY NAME OF ASSISTANT TREASURER, IF ANY STATE ZIP CODE AREA CODE/PHONE CA 93442 MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS Verifica%Eon I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the infor under penalty of perjury under the laws of the State of California that the foregoingjs_tr-ie- Measure Proponent or Responsible Officer of Sponsor Signature of Controlling Officeholder, Candidate, State Measure Proponent By Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) State of California Type or print in ink. 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 JAMES COSTANZO OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) CITY COUNCIL MEMBER CITY OF MORRO BAY CA. 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 pnmarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? YES C 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 COVER PAGE - PART 2 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 committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT C OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD C SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD C SUPPORT ■ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD E SUPPORT ■ OPPOSE Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) State of California Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER FRIENDS OF COSTANZO FOR COUNCIL 2022 Contributions Received 1. Monetary Contributions 2 Loans Received 3. SUBTOTAL CASH CONTRIBUTIONS 4. Nonmonetary Contributions 5. TOTAL CONTRIBUTIONS RECEIVED Type or print in ink. Amounts may be rounded to whole dollars. Schedule A, Line 3 $ Schedule B, Line 3 Add Lines 1 + 2 $ Schedule C, Line 3 Add Lines 3 + 4 $ Expenditures Made 6. Payments Made 7. Loans Made 8. SUBTOTAL CASH PAYMENTS 9. Accrued Expenses (Unpaid Bills) 10. Nonmonetary Adjustment 11. TOTAL EXPENDITURES MADE 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 $ 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) 4128.00 0.00 4128.00 $588.00 $4716.00 740.08 0.00 740.08 401.61 585.00 1726.69 0.00 4128.00 585.00 740.08 3,972 92 0.00 0.00 $401.61 Statement covers period from 01/01/2022 through 04/23/2022 Column B CALENDAR YEAR TOTALTO DATE $ 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). SUMMARY PAGE 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 (January/05) FPPC Toil -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A Type or print in ink. SCHEDULE A Amounts may be rounded Statement covers period ®netary Contributions to whole dollars. CALIFORNIA 460 01/01/2022 FORM from 04/23/2022 4 11 through Page of SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. 1446119 NUMBER FRIENDS OF COSTANZO FOR COUNCIL 2022 DATE FULL NAME, STREET ADDRESS (IF COMMITTEE, AND ZIP CODE OF CONTRIBUTOR ALSO ENTER I.D.NUMBER) CONTRIBUTOR * IF OCCUPATION AN INDIVIDUAL, ENTER AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED CODE (IF SELF-EMPLOYED,ENTERNAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) Cg IND BARRY F. BRANIN CCOM OWNER/PETROQUIP $500.00 03/25/22 ❑OTH BAY, CA 93442 PTY MORRO O SCC j IND TOM ROST CCOM OWNER/ROST $500.00 03/30/22 ❑OTH ❑ PTY MORRO BAY, CA 93442 ❑SCC Cg IND SHANNON G. STEELE COMRETIRED $500.00 04/01/22 0 OTY TH MORRO BAY CA 93442 CSCC IND RON REISNOR ❑COM RETIRED $200.00 04/04/22 ❑OTH MORRO BAY CA 93442 C PTY ❑ SCC 'IND D. ANN REISNOR CCOM RETIRED $200.00 04/04/22 ❑OTH MORRO BAY CA 93442 C PTY C SCC SUBTOTAL$ 1900.00 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 $ $3,300.00 $828.00 $4128.00 *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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Sheet) SCHEDULE A (CONT.) Schedule A (Continuation Type or print in ink. Amounts may be rounded Statement covers period Monetary Contributions Received CALIFORNIA to whole dollars. from 01/01/2022 FORM �„ 6 04/23/2022 5 11 through Page of NAME OF FILER I.D. 1446119 NUMBER FRIENDS OF COSTANZO FOR COUNCIL 2022 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IFCOMMITTEE,ALSOENTERI.D.NUMBER) CONTRIBUTOR CODE IF AN OCCUPATION INDIVIDUAL, ENTER AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF REQUIRED) RECEIVED (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) IND ROGER L. EWING ❑COM RETIRED $250.00 04/07/22 ❑OTH MORRO BAY CA 93442 ■ PTY ❑ SCC IND NANCY BAST [ COM RETIRED $100.00 04/06/22 LOTH MORRO BAY CA 93442 C PTY ❑ SCC IND JOHNSON COM RETIRED $100.00 04/12/22 C_ OTH MORRO BAY CA 93442 PTY -SCC 2 IND RETIRED JIM ZION ❑COM $250.00 0411/22 ❑ OTH MORRO BAY CA 93442 ❑ PTY '— SCC ®IND KATHLEEN M SEMAS ❑ COM RETIRED $100.00 04/13/22 ❑OTH MORRO BAY CA 93442 ❑ PTY C scc SUBTOTAL $ 800.00 *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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A (Continuation Sheet) Type or in ink. SCHEDULE A (CONT.) print Amounts may be rounded Statement covers Received period Monetary Contributions CALIFORNIA /� to whole dollars. from 01/01/2022 FORM `} 6O 11 04/23/2022 6 through Page of NAME OF FILER 1446119 I.D. NUMBER FRIENDS OF COSTANZO FOR COUNCIL 2022 FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION TO DATE DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D.NUMBER) CONTRIBUTOR CODE OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) RECEIVED THIS PERIOD CALENDAR YEAR (JAN. 1 - DEC. 31) (IF REQUIRED) [g IND Pauline G Stansbury ❑COM RETIRED $500.00 04/23/2022 C OTH Morro Bay93442 C PTY ❑ SCC Barbara L. Jones ❑COM RETIRED $100.00 04/23/2022 ❑ OTH Morro Bay, CA 93442 PTY ■ SCC IND ❑ COM C OTH ❑ PTY ❑ scc R IND ❑ COM C OTH C PTY ❑ scc R IND [DOOM ■ OTH ❑ PTY ❑scc SUBTOTAL $ $600.00 *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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule Type or print in init. SCHEDULE C Amounts may be rounded Statement covers NonmonetaryContributions Received to whole dollars. period CALIFORNIA /� from 01/01/2022 FORM 'T 6O 04/23/2022 7 11 through page of SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER 1446119 FRIENDS OF COSTANZO FOR COUNCIL 2022 CUMULATIVE TO INDIVIDUAL, ENTER AMOUNT/ DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) DESCRIPTION OF GOODS OR SERVICES FAIR MARKET VALUE DATE CALENDAR YEAR (JAN 1 - DEC 31) PER ELECTION TO DATE (IF REQUIRED) IND & Assoc. LLC PRINT AD Estero Jeff Heller ❑COM Jeff Heller $435.00 03/30/2022 E OTH Bay News Morro Bay, CA 93442 EPTY —SCC 2IND Retired Meet and Greet Carole Truesdale _COM $150.00 04/06/22 —_OTH Fundraiser room Morro Bay, CA 93442 —_ PTY rental _SCC downpayment ■ IND ❑ COM ❑ OTH ❑PTY E SCC ❑IND ❑ COM ■ OTH ❑PTY ❑ SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ $585.00 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 $ $585.00 0.00 $585.00 *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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) S chedule E P ayments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER FRIENDS OF COSTANZO FOR COUNCIL 2022 CODES: CMP CNS CTB CVC FIL FND IND LEG LIT Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 01/01/2022 through 04/23/2022 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 SCHEDULEE 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 CALIFORNIA SECRETARY OF STATE FIL FILING FEE $50.00 ASAP 365 MORRO QUINTANA RETROGRAPHICS BAY CA RD 93442 LIT FOAM MAILERS/HANDOUTS BOARD SIGN X 2 $117.09 FLYERS ASAP 365 MORRO QUINTANA RETROGRAPHICS CA RD 93442 CMP POST CARDS $74.99 BAY * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 242.08 S chedule 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 $ $740.98 0.00 0.00 740.08 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER FRIENDS OF COSTANZO FOR COUNCIL 2022 CODES: CIVP CNS CTB CVC FIL FND ND LEG UT Type or print in ink. Amounts may be rounded to whole dollars. If one of the following codes accurately describes the payment, you may enter the code. campaign paraphemalia/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 Statement covers period from 01 /01 /2022 through 04/23/2022 Otherwise, RAD RFD SAL TEL TRC TRS TSF VOT WEB SCHEDULE E (CONT.) describe the payment. 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 STATE INN AT BAY PARK MORRO CA DR 93442 BAY FND CANDIDATE CONFERENCE MEET ROOM AND RENTAL GREET FEE PLUS BEVERAGES 498.90 THE 60 MORRO * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 498.90 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) SCHEDULE F Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 01/01/2022 through 04/23/2022 CALIFORNIA 46� FORM - Page 10 of 11 NAME OF FILER FRIENDS OF COSTANZO FOR COUNCIL 2022 CODES: If one of the following codes accurately describes the CNP 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 payment, you may enter the code. 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 I.D. NUMBER 1446119 Otherwise, describe the payment. RAD radio airtime and production costs RFD returned contributions SAL campaign workers' salaries TEL t.v. or cable airtime and production costs TRC candidate travel, lodging and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration WEB information technology costs (Internet, a -mail) NAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT (a) OUTSTANDING BALANCE BEGINNING OF THIS PERIOD AMOUNT THIS (b) INCURRED PERIOD AMOUNT (c) PAID (d) OUTSTANDING BALANCE AT OF THIS CLOSE PERIOD THIS PERIOD (ALSO REPORT ON E) VISTA 275 Waltham, Wyman PRINT MA St. 02451 CMP CAMPAIGN SIGNS YARD 0.00 $401.61 0.00 $401.61 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS $ 0.00 $ $401.61 $ 0.00 $ $401.61 Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for $401.61 accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) INCURRED TOTALS $ 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.) PAID TOTALS $ 0.00 3_ Net change this period. (Subtract Line 2 from Line 1 Enter the difference here and $401.61 on the Summary Page, Column A, Line 9) NET $ May be a negative number FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule INSTRUCTIONS I ON REVERSE Increases to Type to whole or may print in ink. be rounded dollars. SCHEDULE I Miscellaneous SEE Statementcoverspenod from CALIFORNIA FORM 46� Cash Amounts through Page 11 of I NAME OF FILER I.D. NUMBER DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) DESCRIPTION OF RECEIPT AMOUNT OF INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 0.00 Schedule I Summary 1. Itemized increases to cash this period. 2. Unitemized increases to cash of under $100 this period. 3. Total of all interest received this period on loans made to others. 4. Total miscellaneous increases to cash this period. (Add Lines 1 Summary Page, Line 14.) TOTAL $ (Schedule H, Column (e)) $ , 2, and 3. Enter here and on the 0.00 $828.00 0.00 $828.00 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772)