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HomeMy WebLinkAbout2024.01.31_CAL_Form 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 07/01/2023 through 12/31/2023 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. ❑ Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ State Candidate Election Committee Committee ❑ Recall ❑ Controlled (Also Complete Pad5) ❑ Sponsored (Also Complete Part 6) m General Purpose Committee ❑ Sponsored ❑ Small Contributor Committee ❑ Political Party/Central Committee 3. Committee Information CANDI ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) I.D. NUMBER 1396018 NAME IF NO COMMITTEE) Citizens For Affordable Living STREET ADDRESS (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 same CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS COVER PAGE Date Stamp CALIFORNIA , RECEIVED FORM City of Morro Bey Date of election if applicable: Page 1 of 4 (Month, Day, Year) JA N 31 2024 For Official Use Only 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 Kristen Headland MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE Morrro Bay CA 93442 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 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 correct. Executed on 31 7, L4 By �� ��^'� Dale Signature of Controlurig Olficeholder, Candidate, Sjpte Measure Proponent 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, State Measure Proponent 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 Summary Page to whole dollars. Statement covers period CALIFORNIA , ' 07/01 /2023 from - h 12/31/2023 through g Page 2 of 4 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Citizens For Affordable Living 1396018 Contributions Received T Colu�m PERIOD cColuDmn BR Calendar Year Summary for Candidates (FROMATTACHEDSCHEDULES) TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... Schedule A, Line 3 $ 983.00 $ 1,619.00 0 0 1/1 through 6/30 7/1 to Date 2. Loans Received................................................................ Schedule B, Line 3 983.00 1,619.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ $ Received $ $ 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ 983.00 $ 1,619.00 Made $ $ Expenditures Made 6. Payments Made................................................................ Schedule e, Line 4 $ 7. Loans Made....................................................................... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule 1, Line 3 10. Nonmonetary Adjustment......................................................... Schedule C, Line 3 11. TOTAL EXPENDITURES MADE....................................Add Lines 8+9+10 $ 753.88 0 753.88 0 0 753.88 Current Cash Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 261.25 13. Cash Receipts Column A, Line 3 above 983.00 14. Miscellaneous Increases to Cash .................................. Schedule 1, Line 4 0 15. Cash Payments......................................................... Column A, Line 8 above 753.88 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ 490.37 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Part $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ See instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ $ 1,994.06 0 $ 1,994.06 0 0 $ 1,994.06 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 to wnoie aouars. Monetary Contributions Received Statement covers period CALIF ORNIARM ' from 07/01/2023 FO6 ' SEE INSTRUCTIONS ON REVERSE through 12/31/2023 Page 3 of 4 NAME OF FILER I.D. NUMBER Citizens For Affordable Living 1396018 FULL NAME, STREET ADDRESS 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) 8/23/2023 Betty Winholtz m IND Teacher 250.00 250.00 El 405 Self Employed Morro Bay, CA, 93442 ❑ PTY ❑SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 350.00 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.)... 250.00 $ 733.00 983.00 .....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 Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Citizens For Affordable Liiving Amounts may be rounded to whole dollars. Statement covers period from 07/01/2023 through 12/31/2023 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. :ALIFUKNIA FORM `4tjU /� (,�(>t I.D. NUMBER 1396018 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) ASAP Reprographics 365 Quintana Road CODE OR DESCRIPTION OF PAYMENT LIT I Printing Service * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary AMOUNT PAID 728.88 SUBTOTAL $ 728.88 728.88 1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ _ 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ _ 25.00 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 $ 753.88 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov