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HomeMy WebLinkAbout2018-10-20 Form 460 - JonathanRecipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE from Statement covers period 09/23/2018 through 10/20/2018 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 (Aim c-o taPart5) 0 Sponsored (Mao Can 9 Part 6) ❑ General Purpose Committee 0 Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (MmC-VklePartn 3. Committee Information COMMITTEE NAME (OR I.D. NUMBER 136113-1 COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODEIPHONE PALM DESERT CA 92260 ( MAILING ADDRESS (IF DIFFERENT) NO- AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODEIPHONE CI Date of election if applicable: (Month, Day, Year) qjj 11 /06/2018 2. Type of Statement: ■ ■ Preelection Statement Semi-annual Statement COVER PAGE CLERK'S OFFICE • - ECEIVED, • LH DESERT. CA � Page of OCT 23 PM it t 22 For Official Use Only ❑ Quarterly Statement ❑ Special Odd Year Report Termination Statement (Also rile a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER SABBYJONATHAN MAILING ADDRESS CITY STATE ZIP CODE AREACODEIPHONE PALM DESERT CA 92260 ( NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACOOEIPHONE OPTIONAL: FAX 1 E-MAILADDRESS OPTIONAL: FAX / E-MAILADDRESS ( 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the st of certify under penalty of perju under7;v_ e laws of the State of California that the foregoin is true Executed on J 7y7 By bate Executed on ;+ B Darn y SignaW Executed on By Date the inlgrrnation contained herein and in the attached schedules is true and complete. Executed on By Date Signature of Controlling Officeholder Candidate, State Measure Proponent FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (966/275-3772) COVER PAGE - PART 2 Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE SABBYJONATHAN OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) CITY COUNCIL - CITY OF PALM DESERT RESIDENTIALBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP PALM DESERT CA 92260 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 an 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 AREA CODEIPHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODEIPHONE Page �- of 1 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 Mnecessary FPPC Form 460 {Jan/2016j FPPC Advice: advice@fppc.ca.gov (866/275-3772) vrww.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded to whole dollars. Summary Page SEE INSTRUCTIONS ON R NAME OF FILER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 Contributions Received 1. Monetary Contributions................................................... schedule A, line 3 S 2. Loans Received................................................................ schedule B, I me 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add tines i +2 S 4. Nonmonetary Contributions ............................................ schedule C, line 3 5. TOTAL CONTRIBUTIONS RECEIVED....................................Add Lines3+4 S Column A TOTAL THIS PERIOD IFROM ATTACHED SCHEDULES) 9,150 0 9,150 0 9,150 Expenditures Made 6. Payments Made...._—, .................................. .................. schedule t=, Line 4 S 10,026 7. Loans Made....................................................................... schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS .......................................... Add Lines 6 + 7 S 10,026 9. Accrued Expenses (Unpaid Bills) .......................................... schedule F Line 3 0 10. Non monetary Adjustment ................. ................ schedule C, line 3 0 11. TOTAL EXPENDITURES MADE ................... .... Add Lines 8 + 9 + 10 S 10,026 Current Cash Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 S 33,809 13. Cash Receipts ........................................................... Column A, Line 3 above 9,150 14. Miscellaneous Increases to Cash .................................. schedule 1, Line 4 15. Cash Payments ......................................................... Column A. Line a above 10,026 .................................. 16. ENDING CASH BALANCE ..................Ada Lines 12 + 13 + 14, then subtract Lina 15 S 32,933 f1 this is a termination statement, line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ................................ schedule B, Part 2 S Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ see instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 + tine 8 in Column B above $ I 0 I Statement covers period from 09/23/2018 through 10/20/2018 Column B CALENOAR YEAR TOTAL TO DATE $ 46,991 0 $ 46,991 0 S 46,991 S 21,549 0 S 21,549 0 I SUMMARY PAGE Page 3 of I 0 11361137 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6130 711 to Date 20. Contributions Received S $ 21. Expenditures Made S $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made" tit Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) S 21,549 I � . $ 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), '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 co wnoie oanars. Monetary Contributions Received Statement covers period • - 4 , 09/23/2018 • from a 10/20/2018 + SEE INSTRUCTIONS ON REVERSE Page through of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 1361137 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR SO EI.D. BE (IF COMMITTEE. ALSO NUMBER) CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED CODE * (IF SELF-EMPLOYED. ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) RICK STEIN IND ❑ COM PRINCIPAL 09/23/2018 4 ❑ SCC R.D. HUBBARD 0IND El COM RETIRED 10/01/2018 72980 ❑ SCC RITA STEC 10IND El COM PHYSICIAN 10/02/2018 74900 ❑ SCC ERIC JENSEN 9IND ❑ COM MANAGING DIRECTOR 10/02/2018 78505 WEALTH MGMT ❑ SCC STEPHEN DYER 9IND RETIRED 10/2/2018 73800 ❑ PTY ❑ SCC SUBTOTALS 2,800 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.)......................TOTAL $ 9,100 50 9,150 '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 (CONT.) Monetary Contributions Received to whole dollars. Statement covers period from 09/23/2018 • - • through 10/20/2018 Page of 0 NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 11361137 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR • IF AN INDIVIDUAL. ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED {IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF -EMPLOYE, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) DANIELLE SCARDINO 0IND RETIRED 10/01/2018 ❑ PTY ❑ SCC BRUCE POYNTER 0IND RETIRED 10/03/2018 ❑ OTH ❑ PTY ❑ SCC HERB SCHULTZ OIND RETIRED 10/03/2018 ❑OTH ❑ PTY ❑ SCC MICHAEL MEADE QIND REAL ESTATE 10/04/2018 0 PTY WILSON-MEADE ❑ SCC COMMERICAL, INC. GARY GALTON OIND ATTORNEY, 10/05/2018 ❑OTH ❑ PTY Cl SCC SUBTOTAL $ 3,900 '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 Farm 460 (Jan/2026) 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 _mi from 09/23/2018 • ' through 10/20/2018 Page of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 11361137 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.0 NUMBER) (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN.1-DEC. 31) (IF REQUIRED) OF BUSINESS) CATHY FORRISTER OIND RETIRED 10/06/2018 ❑ PTY ❑ SCC JOHN GAMLIN 0IND REAL ESTATE 10/07/2018 ❑❑T OTH SOFIA INVESTMENTS []SCC REBECCA LUCAS is IND RETIRED 10/15/2018 []OTH ❑ PTY ❑ SCC JOHN MENDOZA QIND RETIRED 10/15/2018 ❑ PTY ❑ SCC COACHELLA-IMPERIAL VALLEYS ❑ IND 10/15/2018 STRATEGIES #1351123 0 COM 500 500 75100 MEDITERRANEAN ❑OTH ❑ PTY PALM DESERT, CA 92211 ❑ SCC SUBTOTALS 900 'Contributor Codes IND -- Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business enUty) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE (CONT.) Monetary Contributions Received to whole dollars. Statement covers period , from 09/23/2018 • - .1 through 10/20/2018 Page of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 1361137 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR ALSO I.D. NUMBER) CONTRIBUTOR CODE ' IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED {IF COMMIrrEE ENTER (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) MARK NICKERSON 0IND MANAGING MEMBER 10/19/2018 ❑ PT( ❑ SCC EL PASEO JEWELERS ❑ IND 10/20/2018 73520 EL PASEO, STE E ❑ COM 500 500 PALM DESERT, CA 92260 ® OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS 1,500 '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 (!an/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE B - PART 1 Schedule B — Part 1 to whole dollars. statement covers period Loans Received 09/23/2018 . - from 10/20/2018 p I O SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 1361137 FULL NAME, STREETAQDRESS AND TIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING AMOUNT AMOUNT PAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OF LENDER (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCE AT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMnTEE, ALSO ENTER I.D. NUMBER) NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD' PERIOD PERIOD LOAN TO DATE SABBY JONATHAN CPA ❑ PAID CALENDAR YEAR ASSOCIATES, INC. $ RATE ❑ FORGIVEN PER ELECTION" S 5,000 S 0 N/A S 12/3/2013 S t 12 IND ❑ COM ❑ OTH ❑ PTY ❑ SCC S DATE INCURRED DATE DUE ❑ PAID CALENDARYEAR S S X S S ❑ FORGNEN RATE PER ELECTION" S S $ S 1 DATE DUE t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED ❑ PAID CALENDARYEAR $ S % S S ❑ FORGIV RArEEN PER ELECTION" S = _— S S S S DATE DUE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED SUBTOTALS $ 0 $ 0 $ 5,000 $ :::o Schedule B Summary 1. Loans received this period....................................................................................................................$ _ n (Total Column (b) plus uniternized loans of less than $100.) 2. Loans paid or forgiven this period.........................................................................................................$ n (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 $ 0 Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) 'Amounts forgiven or paid by another party also must be reported on Schedule A. If required. (tmer (el 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 (866/27S-3772) www.fppc.ca.gov SCHEDULE E Schedule E Amounts may be rounded Statement covers period to whole dollars.CALIFORNIA460 Payments Made from 09/23/2018 FORM SEE INSTRUCTIONS ON REVERSE through 10/20/2018 Page of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 1361137 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonelary)' 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 supportinglopposing 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMnTEE.ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID BUZZ FACTORY 1801 EAST TAHQUITZ CANYON WAY, STE 101 CMP 1,746 PALM SPRINGS, CA 92262 BUZZ FACTORY CONSULTING AND CAMPAIGN 1801 EAST TAHQUITZ CANYON WAY, STE 101 PARAPHERNALIA/MISC 1,509 PALM SPRINGS, CA 92262 COUNTY OF RIVERSIDE REGISTRAR OF VOTERS 2724 GATEWAY DRIVE POL 600 RIVERSIDE, CA 92507 Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 3,855 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) ..................... 10,000 2. Unitemized payments made this period of under$100 ............................... 26 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 $ 10,026 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Sc6eduie E SCHEDULE E (CONY.) (Continuation Sheet) Amounts may be rounded to whole dollars. Statement covers period • - , Payments Made • from fl912312018 • 10/20/201 a j-0 1 0 SEE INSTRUCTIONS ON REVERSE through page + of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2018 1361137 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonelary)" 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 staffispouse travel, lodging, and meals IND independent expenditure supportinglopposing 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 LD, NUMBERI CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID EDUCATE YOUR VOTE 16633 VENTURA BLVD LIT 250 ENCINO, CA 91436 #1345655 HIGH TECH MAILING SERVICES 75071 ST. CHARLES PLACE, STE A LIT 5,749 PALM DESERT, CA 92211 HIGH TECH MAILING SERVICES 75071 ST. CHARLES PLACE, STE A LIT 146 PALM DESERT, CA 92211 ` Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS 6,145 FPPC Form 460 (Jan/2016) FPPC Advice: advice@Dfppc.ca.gov (866/275-3772)