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HomeMy WebLinkAbout2022.09.29_Wixom_Form 460Recipient Committee COVER PAGE Date Stamp :ampaign Statement RECEIVED ME= Cover Pa e g City of Morro Bay SEE INSTRUCTIONS ON REVERSE Statement covers period from 07/01/2022 through 09/24/2022 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. m Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete Part 5) 0 Sponsored (Also Complete Pall 6) ❑ �reral Purpose Committee Sponsored ❑ Primarily Formed Candidate/ 8Small Contributor Committee Officeholder Committee Political Party/Central Committee (Also Complete Part7) 3. Committee Information I.D. NUMBER 1452627 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Carla Wixom For Mayor 2022 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 .t P.O. B02023 CITY STATE 71P r:011F ADPA rtnrlF/DWnA1F Morro Bay CA 93442 same OPTIONAL: FAX/E-MAIL ADDRESS 4. Verification Date of election if applicable: (Month, Day, Year) 11 /08/2022 2. Type of Statement: SEP 2 9 2022 City Clerk ❑ Preelection Statement m Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Kristen Headland MAILING ADDRESS Page 1 of 10 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report CITY STATE ZIP CODE AREACODE/PHONE Morro Bay CA 93442 NAME OF ASSISTANT TREASURER, IF ANY Barry Branin MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE Morro Bay CA 93442 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 contained herein and in the attached schedules is true and complete. I certify under penalty of perjury —u�ndderr the laws of the State of California that the foregoing is true and correct. Executed on ✓ — —I ` Z U Z_Z_ Date By Sig atur of Treasurer or Assistant Treasurer Executed on -2— 9 , Z2 By ' Date 4C9_ �O�^ Signalur f Conlrolli 0 hof er Candi te,state Measure Proponent or Responsible Officer of Sponsor Executed on — C-1T By Date co...�n.e ,.r r•�..�...m..,. na,.er...� .r.,..w�a.,.., c.„... .. ......... o.,,........... Executed on Dale By 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 Carla Wixom OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Mayor RESIDENTIAL/BUSINESS ADDRESS (NO.ANDSTREET) 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 primarily formed to receive contributions or make expenditures on behalf of your candidacy. 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 COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 10 6. Primarily Formed Ballot Measure Committee 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 Listnames 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 (1an/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Summary Page Amounts may be rounded to whole dollars. Statement covers period from 07/01/2022 SUMMARY PAGE SEE INSTRUCTIONS ON REVERSE through 09/24/2022 Page 3 of 10 NAME OF FILER I.D. NUMBER Carla Wixom For Mayor 2022 1452627 Contributions Received 1. Monetary Contributions................................................... schedule A, Line 3 2. Loans Received................................................................ schedule e, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 4. Nonmonetary Contributions ............................................ schedule C, Line 3 5, TOTAL CONTRIBUTIONS RECEIVED ................................ Add Lines 3+4 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 i; Line 3 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 11. TOTAL EXPENDITURES MADE....................................Add Lines 6+9+10 Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 13. Cash Receipts........................................................... Column A, Line 3 above 14, Miscellaneous Increases to Cash .................................. schedule 1, Line 4 15. Cash Payments......................................................... Column A, Line & above 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 If this is a termination statement, Line 16 must be zero. Column A TOTALTHIS PERIOD (FROM ATTACHED SCHEDULES) $ 9579.83 0 $ 9579.83 0 $ 9579.83 $ 4877.62 0 $ 4877.62 0 0 $ 4877.62 $ zero 9579.83 0 4877.62 $ 4702.21 17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Part $ 0 I Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ see instructions on reverse 19, Outstanding Debts .............................. Add Line 2 + Line 9 in Column 8 above $ 0 $ 0 Column B CALENDAR YEAR TOTAL TO DATE $ 9579.83 0 $ 9579.83 0 $ 9579.83 $ 4877.62 0 $ 4877.62 0 0 $ 4877.62 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). Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 7/1 to Date 20. Contributions N/A Received $ $ 21. Expenditures Made $ $ N/A 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) $ N/A s N/A *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 Monetary Contributions Received Amounts may be rounded to whole dollars. Statement covers period from 07/01/2022 SCHEDULE A SEE INSTRUCTIONS ON REVERSE through 09/24/2022 Page 4 of 10 NAME OF FILER I.D. NUMBER Carla Wixom For Mayor 2022 1452627 DATE FULL NAME, STREET ADDRESS 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) 08/30/2022 Roger Anderson Z IND Retired 100.00 100.00 ❑ coM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 08/30/22 Dan Costley Z IND Retired 100.00 100.00 ❑ coM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 08/30/2022 John Weiss Z IND Owner, 100.00 100.00 ❑ coM Radio Shack Morro Bay, Ca, 93442 ❑ OTH ❑ PTY Coastal Electronics ❑ SCC 08/30/2022 Elaine Giannine Z IND Retired 1,000.00 1,000.00 ❑ coM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 08/30/2022 Roger Ewing Z IND Retired 250.00 250.00 P.O. Box 1323 ❑ CoM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 1,550.00 Schedule A Summary *Contributor Codes 1. Amount received this period — itemized monetary contributions. IND — Individual (Include all Schedule A subtotals.)....................................................................................................... 8796.83 COM — Recipient Committee..$ (other than PTY or SCC) 783.00 2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$ OTH — Other (e.g., business entity) PTY— Political Parry SCC — Small Contributor Committee 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ......................TOTAL $ 9579.83 FPPC Form 460 (Jan/2016)) C. FPPC Advice: advice@fppc.ca.gov (866/275-3772) — www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded Nlnnot.gnt (_nnfrihiifinne Dnnn:.....J ►n,.,Mn1. A.0 SCHEDULE (CONT.) -------_.•�—....�..NMi.V��V ��w�rvcu -�-•^,." ,,..,,a,�' Statement covers period from 07/01/2022 0 Will 0 N ITI• through 09/24/2022 Page 5 of 10 NAME OF FILER Carla Wixom For Mayor 2022 I.D. NUMB NUMB ER 14 52627 DATE FULL NAME, STREET ADDRESS 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) 08/30/2022 Franciel Wiley ® IND Retired 100.00 100.00 ❑ coM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 08/30/2022 Steve Carnes IND Retired 100.00 100.00 ❑ coM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 09/01/2022 Barry Branin ® IND Retired 1,990.00 1,990.00 ❑ COM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 09/01/2022 Richard Kelter MIND Retired 1,000.00 1,000.00 ❑ coM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 09/06/2022 Trudy O'Brien ® IND Court Reporter 100.00 100.00 � CO Self Employed Morro Bay, CA, 93442 ❑ PTY scc SUBTOTAL $ 3,290 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 Schedule A (Continuation Sheet) iIAAHA�A M�• i��a�iril,-..i: �.-� 11�__:.__J Amounts may be rounded SCHEDULE A (CONT.) nrVIrVLary WUHL111.JULIVII]a 1[V1.;CIVVU LVMIU""""""' Statement covers period from 07/01 /2022 CALIFORNIA - 1 through 09/24/2022 Page 6 of 10 NAME OF FILER I.D. NUMBER Carla Wixom For Mayor 2022 1452627 DATE FULL NAME, STREET ADDRESS 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) 09/06/2022 Jeremiah O'Brien m IND Fisherman 100.00 100.00 ❑ COM Self Employed Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 09/06/2022 Stephen Ryan m IND Salesman 200.00 200.00 ❑ COM Central Coast Truck Morro Bay, Ca, 93442 ❑ OTH Center ❑ PTY ❑ SCC 09/09/2022 Kathleen Semas ®IND Retired 1,000.00 1,000.00 ❑ COM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 9/12/2022 Gary Kuris ❑ IND Retired 100.00 100.00 ❑ coM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 9/12/2022 Carl Grilli ® IND Retired 100.00 100.00 ❑ COM Morro Bay, CA, 93442 ❑ OTH ❑ PTY 171 SCC SUBTOTAL $ 1,500.00 *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 Schedule A (Continuation Sheet) Monetary Contributions Received Amounts may be rounded to whole dollars. aiatement covers from 07/01/2022 through 09/24/2022 SCHEDULEA (CONT) Page 7 of 10 NAME Ur FILER I.D. NUMBER Carla Wixom For Mayor 2022 1452627 DATE FULL NAME, STREET ADDRESS 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) 9/6/2022 Christina Metzger m IND Retired 250.00 250.00 P.O. Box 6239 ❑ CoM Los Osos, 93412 ❑ OTH ❑ PTY ❑ SCC 9/13/2022 Gary Ream ® IND Retired 100.00 100.00 ❑ COM Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 9/13/2022 Tammy Hass ® IND Postal Carrrier 200.00 200.00 ❑ CoM United States Postal Morro Bay, CA, 93442 ❑ OTH Service ❑ PTY ❑ SCC 9/16/2022 Bernadette Pekarek m IND Retired 200.00 200.00 P.O. Box 294 ❑ COM Cayucos, 93430 ❑ OTH ❑ PTY ❑ SCC 9/19/2022 Friends of Costanzo For City Council ❑ IND Retired 906.83 906.83 FPPC # 1446119 m COM ❑ OTH ❑ PTY SCC SUBTOTAL$ 1,656.83 "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 (Continuation Sheet) Amounts may be rounded AAnr�n4nln• ■'AN�MI�IIi:- n___:. -1 L—A._lYSCHEDULE (CONT) Statement covers period from 07/01/2022 - 0 ' through 09/24/2022 Page 8 of 10 NAME OF FILER I.O. NUMBER Carla Wixom For Mayor 2022 1452627 DATE FULL NAME, STREET ADDRESS 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) 9/14/2022 Dan Sedley m IND Retired 500.00 500.00 3300 Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC 9/19/2022 Ronald Bovasso m IND Retired 300.00 300.00 433 Morro Bay, CA, 93442 ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY 171 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 Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Carla Wixom For Mayor 2022 Amounts may be rounded to whole dollars. Statement covers period from 07/01/2022 through 09/24/2022 CHEDULE E Page 9 of 10 I.D. NUMBER 1452627 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 FIND 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 Poor Richard's Press CMP Yard sign stands 162.62 2226 Beebee St San Luis Obispo, CA, 93401 Goofy Graphics CMP Yard signs 1,087.50 925 Main Street Morro Bay, CA, 93442' Canva Printing CMP Banners 304.50 110 Kippax Street New South Wells, Australia * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) ...................... SUBTOTAL $ 1,554.62 ...................................... $ 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.)......................... 4,786.62 91.00 ............ $ 0 TOTAL $ 4,877.62 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 (Continuation Sheet) to whole dollars. Statement covers period •WAY Payments Made from 07/01 /2022 • ' SEE INSTRUCTIONS ON REVERSE through 09/24/2022 page 10 Of 10 NAME OF FILER I.D. NUMBER Carla Wixom For Mayor 2022 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 Goofy Graphics CMP Yard signs 1,087.50 925 Main St Morro Bay, CA, 93442 Canva CMP Flyers 190.00 110 Kippax St Surry Hills, NSW 2010, Australia Vista Print CMP Campaign buttons 244.50 447 Advance Blvd ON N8N - 568, Canada Estero Bay News CMP Newspaper 1,710.00 P.O. Box 61 92 Los Osos, CA,93412 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 3,232.00 _ FPPC Form 460 (Jan 2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov