Loading...
HomeMy WebLinkAbout2022.09.27_Committee for Measure B-22_Form 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 07.01.22 through 09.24.22 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. ❑ Officeholder, Candidate Controlled Committee Primarily Formed Ballot Measure O State Candidate Election Committee Committee O Recall O Controlled (Also Complete Part6) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee O Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee O Political Party/Central Committee (Also Complete Pan 7) 3. Committee Information I.D. NUMBER 1448714 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Committee for Morro Bay Harbor Parcel Tax Measure B-22 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE/PHONE Date of election if applicable: (Month, Day, Year) November 8, 2022 Date Stamp RECEIVED City of Morro Bay SEP 2 7 2022 Citv Clerk 2. Type of Statement: (� Preelection Statement ❑ Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) COVER PAGE Page 1 of 17 For Official Use Only d Quarterly Statement ❑ Special Odd -Year Report Treasurer(s) NAME OF TREASURER Homer Alexander MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE Morro Bay CA 93442 NAME OF ASSISTANT TREASURER, IF ANY Morro Bay CA 93442 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS P.O. Box 718 CITY STATE ZIP CODE AREACODE/PHONE CITY STATE ZIP CODE AREACODE/PHONE Morro Bay CA 93443 OPTIONAL: FAX/E-MAIL ADDRESS OPTIONAL: FAX/E-MAIL ADDRESS homeralexander@charter.net 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 California that the foregoing is true and corr�c /)c -�aN Executed on By — Date � Signature of Treasurer or Assistant Treasurer *- Executed on w By Date Signature of Controlling Officeholder, Candidate, State Proponent or Responsible Officer of Sponsor Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Officeholder, Candidate, Stale 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 NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 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 I.D. NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (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 AREACODE/PHONE COVER PAGE - PART 2 Page 2 of 17 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE Committee for Morro Bay Harbor Parcel Tax MeasureB-22 BALLOT NO. OR LETTER JURISDICTION Q SUPPORT B City of Morro Bay ❑ 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 ❑ SUPPORT ❑ 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 Amounts may be rounded Summary Page to whole dollars. Statement covers period from 07.01.22 SUMMARY PAGE 09.24.22 Page 3 of 17 SEE INSTRUCTIONS ON REVERSE through NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 Contributions Received THIS PERIOD TOTAL A Column B Calendar Year Summary for Candidates (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1, Monetary Contributions................................................... Schedule A, Line $ 19.285 $ 19,285 1,100 1,850 1/1 through 6I30 7/1 to Date 2. Loans Received................................................................ Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ 20,385 $ 21,135 20. Contributions Received $ $ 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 1,500 1,500 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ 21,885 $ 22,635 Made $ $ Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 $ 9,205 7. Loans Made....................................................................... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 9,205 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 $ 9,205 current L;asn Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 750 13. Cash Receipts........................................................... Column A, Line 3 above 20,385 14. Miscellaneous Increases to Cash .................................. schedule 1, Line 4 15. Cash Payments......................................................... Column A, Line 8 above 9,205 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 11,930 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 $ $ 9,205 $ 9,205 $ 9,205 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). Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) $ *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 whole dollars. Statement covers period • . NIA CALIFfrom � 07.01.22 FORM , through 09.24.22 Page 4 of 17 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREETADDRESS AND ZIP CODE OF IFAN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED CONTRIBUTOR CONTRIBUTOR CODE * OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME RECEIVED THIS CALENDAR YEAR TO DATE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 8/8/22 Roger & Stevie Anderson Z IND Retried 100 100 ❑ cOM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 9/16/22 Dawn Beattie Z IND Retired 100 100 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/23/22 Bert Bender © IND Retired 100 100 ❑ COM ❑ OTH Atascadero,CA 93422 ❑ PTY ❑ SCC 8/1/22 Ed & Monica Bischof Z IND Retired 100 100 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/17/22 Bill Bowes Z IND Retired 100 100 ❑ coM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC SUBTOTAL $ 500 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.).................................................................................................... $ 18.465 2. Amount received this period — unitemized monetary contributions of less than $100 ..........I ................$ 820 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)........... TOTAL $ 19,285 *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 SCHEDULEA (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIFORNIA from 07.01.22 FORM through 09.24.22 Page 5 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 FULL NAME, STREETADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE CONTRIBUTOR CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME) (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 8/17/22 Jack & Nancy Brown ® IND Retired 250 250 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 9/16/22 SEIU local 620-Nicole Bryant Field Rep ❑ IND 500 500 114 Vine St ❑ COM ® OTH Santa Maria, CA 93454 ❑ PTY ❑ SCC 8/1/22 Richard Caglia 0 IND Attorney 500 500 ❑ CoM ❑ OTH Self Employed Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/'1/22 Jarrell Carter IND Self Employed 500 500 ❑ coM ❑ OTH Handyman Los Angeles, CA 90049 ❑ PTY ❑ SCC 8/1/22 Judy Colglazier © IND Retired 100 100 ❑ coM ❑ OTH Morro Bay, CA 93442 ❑ PTY El SCC SUBTOTAL $ 1,850 *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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULEA (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIFORNIA from 07,01.22 FORM 460 through 09.24.22 Page 6 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 8/8/22 Alicia Crumpler-Donna Bailey W1 IND Educator 100 100 ❑ COM ❑ OTH College of the Sequias Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/1/22 Jim & Barbara Datter IND Retired 100 100 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/1/22 Gail Davis IND Retried 100 100 ❑ CoM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/1/22 Giovanni DeGarimore W1 IND Small Busines Owner 100 100 1001 Front St ❑ coM ❑ OTH Giovannit's Fish Market Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/8/22 Tess Endersby © IND Homemaker 250 250 ❑ cOM ❑ OTH Cayucos, CA 93430 ❑ PTY SCC SUBTOTAL $ 650 '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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIFI• . from 07.01.22 FORM through 09.24.22 Page 7 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME) (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 7/25/22 Scott Engle [?I IND Small Business Owner 250 250 1236 Higuera ❑ COM ❑ OTH Engle & Assoc San Luis Obispo, CA ❑ PTY ❑ SCC 8/1/22 Robert Folwer ® IND Small Business Owner 250 250 1213 Embarcadero ❑ COM ❑ OTH Meridian Realty Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/l/22 Paul Gillen 0 IND Small Business Owner 3,000 3,000 495 Embarcadero ❑ COM ❑ OTH Associated Pacfic Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/23/22 Joesph & Ingrid Goelz Z IND Retired 150 150 ❑ COM ❑ OTH Cayucos, CA 93430 ❑ PTY ❑ SCC 8/8/22 Jan Goldman ® IND Retired 100 100 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY El SCC SUBTOTAL $ 3750 `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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period • . NIA from 07.01.22 FORM through 09.24.22 Page 8 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbore Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME) (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 8/1/22 Vicky Hanneman 0 IND Retired 100 100 P.O. Box 225 (street address N/A) ❑ COM ❑ OTH Acton, CA 93510 ❑ PTY ❑ SCC 8/26/22 Morro Bay Firefighter Assoc. ❑ IND 500 500 715 Harbor St ❑ COM © OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/23/22 Smith & Hannah Held Z IND Self Employed 500 500 P.O. Box 225 (Street Address N/A ❑ CoM ❑ OTH Farmer Cayucos, CA 93430 ❑ PTY ❑ SCC 8/1/22 Becka & Mike Kelly ® IND Public Safety 100 100 ❑ CoM ❑ OTH City of Morro Bay Morrro Bay ,CA93442 ❑ PTY ❑ SCC 8/8/22 Dave & Sharon Lindgren © IND Retired 100 100 ❑ CoM ❑ OTH Kingsburg, CA 93631 ❑ PTY El scc SUBTOTAL $ 1300 *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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIFORNIA from 07.01.22 FORM through 09.24.22 Page 9 of 17 NAME OF FILER I.D. NUMBER Committe for Morro Bay Harbor Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME) (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 7/23/22 Martin & Ron! Lomeli 0 IND Retired 250 250 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/26/22 Kathleen Loomis-Tubbesing Z IND 120 120 ❑ COM ❑ OTH Bakersfield, CA 93311 ❑ PTY ❑ SCC 7/8/22 William Luffee Z IND Small Business Owner 175 175 ❑ CoM ❑ OTH Promotions Plus Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/18/22 William Luffee IND Small Business Owner 100 275 ❑ COM ❑ OTH Promotions Plus Morro Bay ,CA 93442 ❑ PTY ❑ SCC 7/20/22 William Luffee Z IND Small Business Owner 100 375 ❑ CoM ❑ OTH Promotions Plus Morro Bay, CA 93442 ❑ PTY El SCC SUBTOTAL $ 745 *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 Schedule A (Continuation Sheet) Monetary Contributions Received Amounts may be rounded to whole dollars. Statement covers period from 07.01.22 SCHEDULE A (CONT.) through 09.24.22 Page 10 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR [FAN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME) (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 7/25/22 William Luffee IND Samll Business Owner 1000 1375 ❑ COM ❑ OTH Promotions Plus Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/1/22 Jim Marshall ® IND Small Business Owner 100 100 ❑ COM ❑ OTH Marshall Insurance Los Osos, CA 93402 ❑ PTY ❑ SCC 9/19/22 Morro Bay Police Officers Assoc ❑ IND 300 300 850 Morro Bay Blvd ❑ COM OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/23/22 Jeremiah & Trudi O'Brien IND Self Employed 100 100 ❑ COM ❑ OTH Fisherman Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/23/22 Marlene Peter ® IND Retired 100 100 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY SCC SUBTOTAL $ 1600 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 CALIFORNIA from 07.01.22 FORM through 09.24.22 Page 11 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED CONTRIBUTOR * CODE OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME) RECEIVED THIS CALENDAR YEAR TO DATE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 8/1/22 Jean Ryan IND Retired 100 100 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/25/22 Rick Sacksteder [Z IND Retired 500 500 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/25/22 Judy & Bob Salamacha 0 IND Journalist 120 120 ❑ COM ❑ OTH Estero Bay News Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/17/22 Larry & Vicki Schmidt Z IND Retired 100 100 ❑ CoM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/8/22 Steven Silva © IND Small Business Owner 100 100 ❑ CoM ❑ OTH Offloatit, LLC Atascadero, CA 93422 ❑ PTY El sCC SUBTOTAL $ 920 "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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULEA (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIFORNIA i • from 07.01.22 • - through 09.24.22 Page 12 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 DATE FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME) (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OF BUSINESS) PERIOD (JAN.1-DEC. 31) (IF REQUIRED) 7/21/22 Richard Strasburg/Kathy Oehler © IND Retired 100 100 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/8/22 Judy Straw Whibley ® IND Retired 5000 5000 ❑ COM ❑ OTH Cayucos, CA 93430 ❑ PTY ❑ SCC 8/1/22 Dorrie Thurber Z IND Retired 100 100 ❑ CoM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 7/23/22 Rosalie Valvo 0 IND Retired 100 100 ❑ CoM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/17/22 Paul Van Beurden © IND Small Business Owner 300 300 701 Embarcadero ❑ CoM ❑ OTH Van Beurden Investments Morro Bay, CA 93442 ❑ PTY SCC SUBTOTAL $ 5600 *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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIF• - NIA from 07/01.22 FORM through 09.24.22 page 13 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 FULL NAME, STREETADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE CONTRIBUTOR CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 8/17/22 Cheryl Villegas W1 IND Administor 100 100 ❑ COM ❑ OTH SoCal CASA Canyon County, CA 91351 ❑ PTY ❑ SCC 9/16/22 Alla Weinstein ❑ IND Chief Executive Officer 1000 1000 P.O. Box 1137 (Street Adderss N/A) ❑ COM © OTH Castle Wind, LLC Mercer Island, WA 98040 ❑ PTY ❑ SCC 7/25/22 Bonnie Welch Z IND Retired 100 100 ❑ coM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 8/l/22 Lyn Wickham -Steve Vandagriff Z IND Title N/A 100 100 ❑ coM ❑ OTH CAL Trans Morro Bay, CA 93442 ❑ PTY ❑ SCC 9/23/22 Kevin Winfield © IND Small Business Owner 250 699 Embardero ❑ COM ❑ OTH Sub Sea Tours Morro Bay, CA 93442 ❑ PTY El scc SUBTOTAL $ 1550 *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 A .. .. A -A SCHEDULE B - PART 1 Schedule B — Part 1 to whole dollars. Statement covers period CALIFORNIA Loans Received 07.01.22 FORM from through 09.24.22 page 14 of 17 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER jCommittee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 FULL NAME, STREETADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING t AMOUNT c AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL g CUMULATIVE OF LENDER BALANCE RECEIVED THIS OR FORGIVEN BALANCE AT PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) BEGINNING THIS PERIOD PERIOD THIS PERIOD * CLOPERIOD HIS PERIOD LOAN TO DATE [I PAID CALENDAR YEAR Homer Alexander Retired $ $ 925 $ 750 $ 925 ❑ FORGIVEN PER ELECTION** Morro Bay, CA 93442 RATE $ 750 $ 175 $ 12/31/22 $ 6/23/22 $ 925 t ® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR Ron On RelSne Retired $ $ 925 $ $ 925 ❑ FORGIVEN PER ELECTION** Morro Bay, CA 93442 RATE 0 925 $ 12/31/22 $ $ 925 t M"',ND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION** RATE DATE DUE DATE INCURRED t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ 1100 $ $ 925 $ 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. 1100 1100 (May be a negative number) Ntnrer (e) on z cneawe t, Line s) 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 (1an/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule C Amounts may be rounded SCHEDULE C Nonmonetary Contributions Received " ` Statement covers period CALIFORNIA 07.01,22 • from FORM SEE INSTRUCTIONS ON REVERSE through 09.24.22 Page 15 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Sales Tax Measure B-22 1448714 DATE FULL NAME, STREETADDRESS AND CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER DESCRIPTION OF AMOUNT/ CUMULATIVE TO DATE PER ELECTION RECEIVED ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) r CODE (IFSELF-EMPLOYED, ENTER GOODS OR SERVICES FAIR MARKET VALUE CALENDAR YEAR TO DATE (IF REQUIRED) NAME OF BUSINESS) (JAN 1 - DEC 31) 09/20/22 Rock Harbor Marketing ❑ IND Web site design & 1500 1500 898 Napa Av ❑ CoM © OTH implementation Morro Bay, CA 93442 ❑PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule C Summary 1. Amount received this period — itemized nonmonetary contributions. (Include all Schedule C subtotals.)...................................................................................... 1500 2. Amount received this period — unitemized nonmonetary contributions of less than $100.................................. $ 0 3. Total nonmonetary contributions received this period. 1500 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.).....................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 E Payments Made Amounts may be rounded to whole dollars. Statement covers period from 07.01.22 SCHEDULE SEE INSTRUCTIONS ON REVERSE through 09.24.22 Page 16 of 17 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)* POS postage, delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB 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 Mills ASAP LIT Printing 398 365 Quintana Morro Bav, CA 93442 United States Postal Service POS Postage 336 898 Napa Ave Morro Bav, CA 93442 Poor Pichards Press LIT Printing and mailing services 3000 2226 Beebee St San Luis Obispo, CA 93401 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 3734 Schedule E Summary ......................................................... 9133 1. Itemized payments made this period. (Include all Schedule E subtotals.)................................................... $ 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ 24 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 $ 9157 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www,fppc.ca.gov Schedule E SCHEDULE E (CONT.) Amounts may be rounded Statement covers period (Continuation Sheet) to whole dollars. , , s Payments Made from 07.01.22 . - • through 09.24.22 17 17 SEE INSTRUCTIONS ON REVERSE Page of NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)k OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)' POS postage, delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB 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 Estero Bay News PRT Newspaper Advertising 1890 P.O. Box 6192 Los Osos, CA 93412 Poor Richards Press LIT Printing and mailing services 2500 2226 Beebee St San Luis Obispo, CA 93401 Promotions Plus CMP Campaign Paraphemalia-Yard Signs, Pens & notepads 839 4104 Vachell Ln San Luis Obispo, CA 93401 Central Coast Support TEL Power Point presentation 170 Morro Bay, CA 93442 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 5399 FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov