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HomeMy WebLinkAbout2022.10.25_Committee for Measure B-22_Form 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 09.25.22 through 10.22.22 1. Type of Recipient Committee: All Committees — complete Parts 1, 2, 3, and 4. ❑ Officeholder, Candidate Controlled Committee Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete Part5) 0 Sponsored (Also Complete Part 6) ❑ General Purpose Committee 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (Also Complete Part7) 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 Morro Bay CA 93442 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX P.O. Box 718 CITY STATE ZIP CODE AREA CODE/PHONE Morro Bay CA 93442 OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification 1Ci1TJ:1N9_'W:l Date Stamp RECEIVED City of Morro Bay . OCT Date of election if applicable: Page 1 of 7 5 2022 (Month, Day, Year) For Official Use Only November8, 2022 City Clerk 2. Type of Statement: Preelection Statement ❑ Quarterly Statement ❑ Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Homer Alexander MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE Morro Bay NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CA 93442 CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX/E-MAIL ADDRESS 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 certify under penalty of perjury under the laws of the State of California that the foregoing is true and co ect. Executed on 7 L By Date Pr000nenl or Responsible Officer of Sponsor Executed on Date Executed on Date By Signature of Controlling Officeholder, Candidate, State Measure Proponent By Signature of Controlling Officeholder, Candidate, Stale Measure Proponent FPPC Form 460 (1an/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. I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO CITY STATE ZIP CODE AREACODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO ifi CITY STATE ZIP CODE AREACODE/PHONE COVER PAGE - PART 2 Page 2 of % 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE Committee for Morro Bay Harbor Parcel Tax Measure B-22 BALLOT NO. OR LETTER JURISDICTION ® 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 candidates) 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 (1an/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 09.25.22 SUMMARY PAGE SEE INSTRUCTIONS ON REVERSE through 10.22.22 Page 3 of 7 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 Contributions Received TOTAL Coluimni oD BR Calendar Year Summary for Candidates (FROM ATTACHED SCHEDULES) DColuDmn AR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... schedule A, Line $ 400 $ 19,685 0 1,850 1/1 through 6/30 7/1 to Date 2. Loans Received.... .................................................. ......... schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ 400 $ 21535, 20. Contributions Received $ $ 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 0 1,500 21, Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ................................ Add Lines 3 + 4 $ 400 $ 23,035 Made $ $ Expenditures Made 6. Payments Made................................................................ schedule E, Line 4 $ 10,509 $ 19,714 7. Loans Made....................................................................... schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 10,509 $ 19,714 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 $ 10,509 $ 19,714 Current Lasn statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 11,930 13. Cash Receipts........................................................... Column A, Line 3 above 400 14. Miscellaneous Increases to Cash .................................. schedule /, Line 4 15. Cash Payments......................................................... Column A, Line 8above 10,509 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 1,821 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 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) I —�� *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 LV W11V1e UV11111D. Statement covers period 1i, CALIFORNIA I , from 09,25.22 - SEE INSTRUCTIONS through 10.22.22 Page 4 of 7 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 IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION 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) 10/02/22 Scott Park ® IND Retired 250 250 ❑ COM ❑ OTH Bakersfield, CA 93314 ❑ PTY ❑ sCC 10/01/22 Lyn Wickham O IND Engineer 100 100 ❑ COM ❑ OTH CAL Trans Morro Bay, CA 93442 ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 350 Schedule A Summary 1. Amount received this period — itemized monetary contributions. 350 (Include all Schedule A subtotals.).........................................................................................................$ — 2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$ 50 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)......................TOTAL $ 400 *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 B - PART 1 c e ue — a to whole dollars Statement covers period . Loans Received 09/25.22 O.NIA FORM 460 from through 10.22•22 Page 5 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714 FULL NAME, STREETADDRESS AND ZIP CODE IF AN INDIVIDUALENTER , OCCUPATION AND EMPLOYER a OUTSTANDING AMOUNT c AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN THISPERIOD- BALANCE AT CLOSE OF THIS PAID THIS PERIOD AMOUNT OF LOAN CONTRIBUTIONS TO DATE NAME OF BUSINESS) PERIOD PERIOD Homer Alexaander Retired ❑ PAID CALENDAR YEAR $ 925 $ 750 $ 925 340 Bernardo ELECTIOd* Morro Bay, CA 93442 RATE $ 925 $ 0 $ 12/31/22 $ 6/23/22 $ 925 t ® IND El COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR Ron Resiner Retired $ 925 925 $ 925 1300 Clarabelle $ $ ❑ ELECTION" Morro Bay, CA 93442 RATE 925 0 $ 12/31/22 $ 07/07/22 $ 925 tv] IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION" RATE ❑ IND ❑ COM ❑ OTH El ❑SCC tEl $ $ $ $ $ DATE DUE DATE INCURRED SUBTOTALS $ $ $ 1,850 $ 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. 0 0 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 Schedule E Payments Made Amounts may be rounded to whole dollars. Statement covers period from 09.25.22 SCHEDULE E SEE INSTRUCTIONS ON REVERSE through 10.22.22 Page 6 of 7 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 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) 13 Star Media PRT Newspaper Advertising $956 P.O. Box Atascadero, CA 93423 Mills ASAP CMP Banner 218 365 Quintana Rd Morro Bav, CA 93442 Poor Richards Press LIT Direct Mail 8,630 2226 Beebee San Luis Obispo, CA 93401 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 9804 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.).......................... 10,354 $ 155 ............ $ TOTAL $ 10,509 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E SCHEDULE E (CONT.) (Continuation Sheet) Amounts may be rounded to whole dollars. Statement covers period CALIFORNIA 460 Payments Made 09.25.22 from FORM through 10.22.22 7 Page 7 SEE INSTRUCTIONS ON REVERSE 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 RAID 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 Shari Sullivan Los Osos, CA 93402 WEB Email and Social Media $550 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 550 FPPC Form 460 (Jan 2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov