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HomeMy WebLinkAbout2014-09-30 Form 460 - JonathanCOVER PAGE RecipientCommittee Type or print in ink. R E C E7 6 Campaign Statement CAP �� • 1 Cover Page PALM DESERT, CA (Government Code Sections 84200-84216.5) 0. Statement covers period Date of election if applicilr� ��lif) �} ��T _2 PM 3= 22 Page 1 of 8 07/01/2014 (Month, Day, Year) from For Official Use Only 09/30/2014 11 /04/2014 SEE ;tiSTRUCTIO1vS ON REVERSE through 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. 2. Type of Statement: ® Officeholder, Candidate Controlled Committee ❑ Ballot Measure Committee ® Preelection Statement ❑ Quarterly Statement p State Candidate Election Committee p Primarily Formed ❑ Semi-annual Statement ❑ Special Odd -Year Report � Recall p Controlled Termination Statement ❑ Supplemental Preelection (Also Comp/etsPart 5) p Sponsored ❑Amendment (Explain below) Statement -Attach Form 495 (Alsocomp/etePad67 ❑ General Purpose Committee p Sponsored ❑ Primarily Formed Candidate/ p Small Contributor Committee Officeholder Committee p Political; Parry/Central Committee (Aft cornpletePart 7) 3. Committee Information I.D. NUMBER 1361137 Treasurer(s) COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY SCOTT WILSON COUNCIL-2014 MAILING ADDRESS 45445 PORTOLA (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 73301 FRED CA 92260 (760) 837- STATE ZIP CODE AREA CODE/PHONE NAME OF ASSISTANT TREASURER, IF ANY PALM DESERT CA 92260 (760) 341- (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL. FAX / E-MAIL ADDRESS (760) 779- 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 perju under tha laws of the State of California that the foregoing is true and correct. Executed on BY OVA Signature reasurerorAssistantTreasurer Responsible Offioarof Sponsor Executed on By Date Signature ofControAmgOfficeholder Candidate. State Measure Proponent Executed on By Date Src�natureofConaofi•ngOfficeholder Candidate, State Measure Proponent FPPC Form 460 (June/Ot) FPPC Toll -Free Helpline: 866/ASK-FPPC State of California Type or print in ink. COVER PAGE- PART 2 Recipient Committee CALIFORNIA Campaign Statement • 1 Cover Page — Part 2 FORM 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 RESIDENTIAL/BUSINESS 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 STREET ADDRESS (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 COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) N/A CITY STATE ZIP CODE AREA CODE/PHONE N/A Page 2 of 8 6. 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 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 I Attach continuation sheets if necessary FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 866/ASK-FPPC State of Califomia Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period CALIFORNIASummary Page to whole dollars. ' from 07/01 /2014 • • through 09/30/2014 Page 3 of 8 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN FOR P.D. CITY COUNCIL-2014 1361137 Contributions Received alum E oo Column B Calendar Year Summary for Candidates To (FROM ATTACHED SCHEDULES) TOTALTODATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A, Line 3 950 $ 2,$ 41,050 O O 1/1 through 6I30 7/1 to Date 2. Loans Received...................................................... Schedule B. Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 +2 $ 2,$ 41,050 20. Contributions950 N/A N/A ......................... Received $ $ 4. Nonmonetary Contributions .............. Schedule C, Line 3 0 1,570 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3+4 $ 2,950 $ 42,620 Made $ N/A $ N/A Expenditures Made 6. Payments Made ....................................................... Schedule E, Line 4 $ 29,844 $ 33,823 7. Loans Made............................................................. Schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 $ 29,844 $ 33,823 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 0 0 10. Nonmonetary Adjustment .......................................... Schedule C, Line 3 0 0 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8+9+10 $ 29,844 $ 33,823 Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 36,542 13. Cash Receipts ................................................... Column A, Line 3above 2,950 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 0 15. Cash Payments .................................................. Column A, Line 8 above 29,844 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 9,648 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 9 in Column B above $ M 0 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). 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 $ N/A $ N/A �J $ N/A $ N/A $ N/A Since January 1, 2001. Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 8661ASK-FPPC 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 /2014 4 ' FORM SEE INSTRUCTIONS ON REVERSE through 09/30/2014 Page 4 of 8 NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN FOR P.D. CITY COUNCIL-2014 1361137 DATE FULL NAMESTREET ADDRESS AND ZIP CODE OF CONTRIBUTOR , OF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED CODE (IFSELF-EMPLOYED,ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) 07/14/2014 BG (R) GUIDO J. PORTANTE, JR MIND ❑COM RETIRED 100 100 104 ❑SCC 09/15/2014 BARBARA SPENCER MIND ❑COM RETIRED 200 300 73290 ❑ SCC 09/15/2014 JAMES A. MIRINGOFF MIND ❑COM RETIRED 100 100 48637 ❑ SCC 09/16/2014 FRIEDMAN EQUITIES, LLC ❑IND ❑COM 1,000 1,000 800 3RD AVE, 15TH FLOOR MOTH NEW YORK, NY 10022 ❑ PTY ❑ SCC 09/26/2014 CALIFORNIA REAL ESTATE PAC ❑IND ®COM 1,000 1,000 525 S. VIRGIL AVENUE ❑ OTH LOS ANGELES, CA 90020 ❑ PTY #890106 [:]SCC SUBTOTAL$ 2,400 Schedule A Summary 1. Amount received this period — contributions of $100 or more. (Include all Schedule A subtotals.)....................................................................................................... $ 2. Amount received this period — unitemized 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 $ 2,900 50 2,950 *Contributor Codes IND—Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other PTY— Political Party SCC — Small Contributor Committee FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 866/ASK-FPPC Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE A (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period CALIFORNIA to whole dollars. 07/01 /2014FORM • from 09/30/2014 5 8 through Page of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN FOR P.D. CITY COUNCIL-2014 1361137 DATE FULL NAMESTREET 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 OF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC 31) (IF REQUIRED) OF BUSINESS) 09/29/2014 COACHELLA-IMPERIAL VALLEYS STRAT. ❑IND ®COM 300 300 75100 MEDITERRANEAN ❑ OTH PALM DESERT, CA 92211 ❑ PTY #1351123 (-]SCC 09/29/2014 DR. DOUGLAS BOREN ®IND ❑COM RETIRED 100 100 74650 ❑ SCC 09/29/2014 JORG CHRISTIANSEN ®IND ❑COM RETIRED 100 200 43365 ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ 500 *Contributor Codes IND - Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY-Political Party SCC - Small Contributor Committee FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 866/ASK-FPPC Tuna nr nrinf to rule SCHEDULE B- PART 1 Schedule B — Part 1 Amounts unt - may ' be rounded Statement covers period - Loans Received to whole dollars. 07/01/2014 � from 09/30/2014 6 8 SEE INSTRUCTIONS ON REVERSE through Page Of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN FOR P.D. CITY COUNCIL-2014 1361137 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING BALANCE (b) AMOUNT (c) AMOUNT PAID (d) OUTSTANDING BALANCE AT (e) INTEREST ORIGINAL (g) CUMULATIVE OF LENDER OF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IFCOMMITTEE,ALSOENTERI.D.NUMBER) NAMEOFBUSINESS) PE RIOD PERIOD THIS PERIOD PERIOD PERIOD LOAN TO DATE SABBY JONATHAN CERTIFIED PUBLIC ❑ PAID CALENDAR YEAR 73301 & ❑ FORGIVEN RATE ASSOCIATES, INC. S_ 5,000 $ 0 N/A 0 12/03/13 $ 5,000 S S_ DATE DUE DATE INCURRED t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDAR YEAR 5 S 96 f S ❑ FORGIVEN RATE PER ELECTION •' $ S $ $ $ DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDAR YEAR S S 9i S S PER ELECTION" ❑ FORGIVEN RATE $ $ $ $ S I DATE DUE DATE INCURRED to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC I SUBTOTALS $ 0 $ 0 $ 5,000 $ 0 Schedule B Summary 1. Loans received this period.................................................................................................................... $ (Total Column (b) plus unitemized loans 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 $ 0 Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) t Contributor Codes IND—individual COM — Recipient Committee (other than PTY or SCC) OTH — Other PTY — Political Party SCC — Small Contributor Committee (Enter (e) an Sdredule E. Une 3) *Amounts forgiven or paid by another party also must be reported on Schedule A. " If required. FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 866/ASK-FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. COMMITTEE TO ELECT SABBY JONATHAN FOR P.D. CITY COUNCIL-2014 Statement covers period CALIFORNIA , from 07/01 /2014 FOR1.1 through 09/30/2014 Page 7 of 8 I.D. NUMBER 1361137 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW 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' salanes CVC civic donations PEr 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 UT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE OF COMMITTEE, ALSO ENTER I D NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID REGISTRAR OF VOTERS 2724 GATEWAY DRIVE FIL 500 RIVERSIDE, CA 92507 BUZZ FACTORY CAMPAIGN CONSULTANT FEES, WEBSITE AND 1801 EAST TAHQUITZ CANYON WAY, STE 101 PRINTING AND PROMOTIONAL EXPENSES 3,624 PALM SPRINGS, CA 92262 FAMILY YMCA OF THE DESERT 43930 SAN PABLO AVENUE MTG 250 PALM DESERT, CA 92260 ' Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 4,374 Schedule E Summary 1. Payments made this period of $100 or more. (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 $ 29,809 35 0 29,844 FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 866/ASK-FPPC Schedule E (Continuation Sheet) Payments Made Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 07/01 /2014 through 09/30/2014 SCHEDULE E (CONT.) Page 8 of 8 NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN FOR 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 PEf petition circulating TEL U. 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 MO 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, STE 101 PALM SPRINGS, CA 92262 CMP 25,000 PALM DESERT CHAMBER OF COMMERCE 72559 HIGHWAY 111 PALM DESERT, CA 92260 MTG 435 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 25,435 FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 866/ASK-FPPC