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HomeMy WebLinkAbout2013-12-31 Form 460 - JonathanRecipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) SEE :NSTRUCTIONS ON REVERSE Type or print in ink. l& IM&O V G U CITY CLERK'S Pr,' q IPA! M LSE. l . C Statement covers period Date of election if applicable: C014 JAN 15 PM 12: from 07/01/2013 (Month, Day, Year) through 12/31 /2013 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee Q Recall Q Controlled Also Complete Part 5) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee O Political Party/Central Committee (Also Complete Part7) 3. Committee Information I.D. NUMBER 1361137 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2014 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE PALM DESERT CA 92260 ( MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE 2. Type of Statement: ❑ Preelection Statement ® Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) COVER PAGE 1 of 7 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 NAME OF TREASURER SCOTT WILSON MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE PALM DESERT CA 92260 ( NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL FAX ; E-MAIL ADDRESS OPTIONAL: FAX / E-MAIL ADDRESS (760; 779-8926 / SABBY@JONATHANANDASSOCIATES.COM 4. Verification 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 ::nder penalty of perjury under the laws of the State of Caldomia that the foregoing is true and co Executed on �' �, r By Date Pmoonentor Resoonmble OfficerofSmnsor Executed on Date By Signature ofControl••ngOfficeholder Candidate State Measure Proponent Executed on By Gate Signature ofConttolhngOfficeholder Candidate State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK-FPPC (8661275-3772) State of California Recipient Committee Type or print in ink. COVERPAGE-PART2 Campaign Statement � CALIFORNIA RM � � � 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 RESIDENTIALIBUSINESS 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 on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER N/A N/A NAME OF TREASURER CONTROLLED COMMITTEE? N/A ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) N/A CITY STATE ZIP CODE AREA CODE/PHONE N/A COMMITTEE NAME I.D. NUMBER N/A N/A NAME OF TREASURER CONTROLLED COMMITTEE? N/A ❑ YES ❑ NO COMMTTTEEADDRESS STREET ADDRESS (NO P.O. BOX) N/A Page 2 of 7 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE N/A BALLOT NO. OR LETTER JURISDICTION [-]SUPPORT N/A N/A ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER. CANDIDATE, OR PROPONENT N/A OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY N/A N/A 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 N/A N/A ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT N/A N/A ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT N/A N/A ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT N/A N/A ❑ OPPOSE —n— -- neon • vuornvrvo Attach continuation sheets if necessary N/A FPPC Form 460 (January105) FPPC Toll -Free Helpline: 8661ASK-FPPC (8661275-3772) State of California Campaign Disclosure Statement Type or print in ink. Amounts may be rounded Summary Page to whole dollars. Statement covers period from 07/01/2013 SUMMARY PAGE SEE INSTRUCTIONS ON REVERSE through 12/31 /2013 Page 3 of 7 NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2014 1361137 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTALTHISPERIOD "OMATTACHEDSCHEDULES) CALENDAR YEAR TOTALTO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A, Linea $ 1,320 $ 1,320 2. Loans Received...................................................... Schedule e, Line 3 5,000 5,000 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add tines 1 +2 $ 6,320 $ 6,320 20. Contributions N/A N/A Received $ $ 4. Nonmonetary Contributions .................................... Schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED••••••.....................AddLines3+4 $ 6,320 $ 6,320 Made $ N/A $ N/A Expenditures Made 6. Payments Made ....................................................... Schedule E, Line 4 $ 5,471 7. Loans Made............................................................. Schedule H, Line 3 0 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 5,471 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 0 10. Nonmonetary Adjustment .......................................... ScheduleC, Line 0 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8+9+to $ 5,471 Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 13. Cash Receipts ................................................... Column A, Line 3 above 14. Misce"aneous Increases to Cash ........................... Schedule 1, Line 4 15. Cash Payments .................................................. Column A. Line a 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. 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ W 6,320 0 5,471 849 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ 5,000 $ 5,471 0 $ 5,471 0 0 $ 5,471 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' IK Subject to Voluntary Expenditure Umlt) Date of Election Total to Date (mm/dd/yy) -lam $ N/A J $ N/A `Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A Type or print in ink. SCHEDULE A Monetary Contributions Received Amounts may be rounded ry to whole dollars. Statement covers period CALIFORNIA from 07/01/2013 ' . SEE INSTRUCTIONS ON REVERSE 12/31/2013 h through Page 4 of 7 NAME OF FILER LD NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2014 1361137 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR . OF COMMITTEE. ALSO ENTER I.D.UMBER) 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) OFBUSINESS) ®IND 12/06/2013 BRIAN HARNIK ❑COM ATTORNEY 500 500 ❑ PTY LLP ❑SCC ®IND SANDY WOODSON ❑OTHCOM NONE 12/18/2013 ❑ PTY ❑ SCC ®IND 12/19/2013 NEIL MACDONALD PRESIDENT 100 100 640 PTY ❑ SCC W]IND[3Com HOWARD FISHER NONE 12/19/2013 345 ❑ SCC SEAN HAYES ®IND ❑COM NONE 12/26/2013 79205 []SCC SUBTOTAL$ 1,300 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 $ 1,300 %011 1,320 *Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY—Political Parry SCC — Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (86612753772) Tuna nr nrinf in Ink SCHEDULEB-PART1 .ter- _. r....- ... .. Schedule — a Amounts may be rounded Statement covers period • Loans Received to whole dollars. 07/01/2013 e ' from • 12/31 /2013 5 7 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2014 1361137 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING BALANCE AMOUNT iN AMOUNT PAID OUTSTANDING BALANCEAT INTEREST ORIGINAL (9) CUMULATIVE OF LENDER (IFSELF-EMPLOYEDENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNTOF CONTRIBUTIONS (IFCOMMnYEE.AL50 ENTER I.D.NUMBFJ2) NAMEOFBUSINESS) PERIOD PERIOD THIS PERIOD'PERIODPERIOD LOAN TO DATE SABBY JONATHAN CERTIFIED PUBLIC ❑ PAID CALENDAR YEAR 73301 & ❑ FORGIVEN RATE ASSOCIATES, INC. 0 s 5,000 s N/A 0 12/3/13 S tv IND ❑ COM ❑ OTH ❑ PTY ❑ SCC s $ DATE INCURRED DATE DUE ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION" S S $ S S DATE DUE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION'" t❑ IND ❑ COM ❑ OTH [:1 PTY ❑ SCC S S S S $ DATE DUE DATE INCURRED SUBTOTALS $ 5,000 $ 0 $ 5,000 $ 0 Schedule B Summary 1. Loans rece'ved 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.) (Enter (a) on schedule E, Una 3) 5,000 tContributor Codes ❑c 3. Net change this period. (Subtract Line 2 from Line 1.) .............................................................. NET $ 5,000 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. 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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) Schedule E Type or print in ink. Statement covers period Payments Made Amounts may be rounded to dollars. • Nkll 'IT,• ' whole 07/01/2013 • from SEE INSTRUCTIONS ON REVERSE 12/31/2013 h through Page 6 Of 7 NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2014 1361137 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP 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 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 W 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE. ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID BUZZ FACTORY 1801 EAST TAHQUITZ CANYON WAY, SUITE 101 CNS 2,400 PALM SPRINGS, CA 92262 DESERT WILLOW GOLF RESORT 38995 DESERT WILLOW DRIVE FND 1,403 PALM DESERT, CA 92260 BUZZ FACTORY 1801 EAST TAHQUITZ CANYON WAY, SUITE 101 CMP 760 PALM SPRINGS, CA 92262 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 4,563 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.) ............................. TOTAL $ 5,463 8 0 5,471 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (86612753772) Schedule E Type or print in ink. (Continuation Sheet) Amounts may be rounded Payments Made to whole dollars. Statement covers period from 07/01/2013 through 12/31/2013 SCHEDULE E (CONT) Page 7 of 7 NAME OF FILER I.0 NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL - 2014 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 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 M 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE. ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID BUZZ FACTORY 1801 EAST TAHQUITZ CANYON WAY, SUITE 101 PALM SPRINGS, CA 92262 WEB 900 ' Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 900 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (86612753772)