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HomeMy WebLinkAbout2022.11.18_Committee for Measure B-22_Form 460 TerminationRecipient Committee Date Stamp 0 COVER PAGE Campaign Statement RECEIVED • 1 Cover Page City of Morro Bay SEE INSTRUCTIONS ON REVERSE Statement covers period from 10.23.2022 through 11.17.2022 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 Part5) 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 Pad 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 STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/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 93443 OPTIONAL: FAX/E-MAIL ADDRESS 4. Verification Date of election if applicable: (Month, Day, Year) NOV 18 2022 Page 1 of 7 For Official Use Only November 8, 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 CA 93442 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX / E-MAILADDRESS I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information certify under penalty of perjury under the laws of the State of California that the foregoing is true and corr ct. Executed on B Da y no ure of Treasurer orHssisranr i reasurer Executed on 7 L D L Z By ���"'• — �'� le Signature of or Responsible Officer of Sponsor Executed on Date Executed on herein and in the attached schedules is true and complete. I By Signature of Controlling Officeholder, Candidate, State Measure Proponent By 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 NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IFAPPLICABLE) 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. E NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 7 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE Commettee for Morro Bay Harbor Parcel Tax Measure B-22 BALLOT NO. OR LETTER JURISDICTION 911 �J SUPPORT B-22 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 Summary Page � • - � , from 10.23.2022 - Pill SEE INSTRUCTIONS ON REVERSE through 11.17.2022 Page 3 of 7 NAME OF FILER I.D. NUMBER Committee for Morro Bay Harbor Parcel Tax Measure B-22 1449714 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... Schedule A, Line $ 1,950 $ 21,635 2. Loans Received................................................................ schedule e, Line 3 (1,850) 0 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ 100 $ 21,635 20. Contributions Received $ $ 4. Nonmonetary Contributions ............................................ schedule C, Line 3 0 1,500 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ 100 $ 23,135 Made $ $ Expenditures Made 6. Payments Made................................................................ schedule E, Line 4 $ 1,921 7. Loans Made....................................................................... schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 1,921 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 $ 1,921 Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 1,821 13. Cash Receipts........................................................... Column A, Line 3 above 100 14. Miscellaneous Increases to Cash .................................. schedule 1, Line 4 15. Cash Payments......................................................... Column A, Line 8 above 1,921 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 0 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 gin Column 8 above $ $ 21,635 $ 21,635 $ 21,635 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 h I d II Monetary Contributions Received tow o e o ars. Statement covers period . - NIA ' CALIFfrom 10.23.2022 _ SEE INSTRUCTIONS through 11.17.2022 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 CONTRIBUTOR [FAN 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) 11/17/2022 Homer Alexander ® IND Retired $925 $925 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 11/17/2022 Ron Reisner ❑ IND Small Business owner $925 $925 ❑ COM ❑ OTH Reisner Assoc. LLC Morro Bay, CA 93442 ❑ PTY ❑ SCC 10/31.2022 Bruce Elster © IND Small Business Owner $100 $100 ❑ COM ❑ OTH Shoreline Engineering Morro Bay, CA 93442 ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 1,950 Schedule A Summary Amount received this period — itemized monetary contributions. 1.950 (Include all Schedule A subtotals.) .......................... ............................................................................... $ 2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$ 3. Total monetary contributions received this period. 1,950 (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 (1an/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Aron fa m a hn rn � 4r 4 SCHEDULE B - PART 1 acneume is — rart 'i to whole dollars. Statement covers period Loans Received CALIFORNIARM • ' from 10.23.2022 FO SEE INSTRUCTIONS ON REVERSE through 11.17.2022 Page 5 of 7 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 INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING b) AMOUNT c AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL g CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN THIS PERIOD * BALANCE AT CLOSE OF THIS PAID THIS PERIOD AMOUNT OF LOAN CONTRIBUTIONS TO DATE NAME OF BUSINESS) PERIOD PERIOD Homer Alexander Retired ❑ PAID CALENDAR YEAR $ 0 $ 750 $ 925 Z FORGIVEN PER ELECTION** Morro Bay, CA 93442 RATE $ 925 $ 0 $ 925 $ 06/23/22 $ 925 t Z IND ElCOM ❑ OTH ElPTY ElSCC DATE DUE DATE INCURRED RonReisner Small Business Owner ❑ PAID CALENDAR YEAR Reisner & Assoc LLC $ $ 0 $ 925 $ 925 Morro Bay,CA 93442 FORGIVEN RATE PER ELECTION** 925 0 $ 925 $ 07/07/22 $ 925 t ® IND El COM El OTH ❑PTY ❑ SCC $_ $ DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR $ $ / $ ElFORGIVEN $ RATE PER ELECTION** t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ $ DATE DUE DATE INCURRED SUBTOTALS $ 0 $ 1850 $ 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. 0 1,850 (1,850) (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 (1an/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 10.23.2022 SCHEDULE SEE INSTRUCTIONS ON REVERSE through 11.17.2022 page 6 of 7 NAME OF FILER I.D. NUMBER Committee for Morr 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 Estero Bay News PRT Newspaper Ad $510 P.O. Box 6192 Los Osos, CA 92412 Poor Richards Press LIT Printing for DirectMail $305 2226 Beebee St San Luis Obispo, CA 93401 Shari Sullivan WEB Email & Social Media $100 Los Osos, CA 93402 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 4-,Si3' q Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ g �3 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ 108 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................. $ 0 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.)........................... TOTAL $ 1,921 FPPC Form 460 (1an/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 p • ' 460 (Continuation Sheet) to whole dollars. Payments Made from 10.23.2022 .. through 11.17.2022 7 7 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)* 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 Friends of the Morro Bay Harbor Department P.O. Box 718 Morro Bay, CA 93443 CVC Termination of MB Harbor Parcel Tax Mesaure B-22 $898 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 898 FPPC Form 460 (Jan 2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov