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HomeMy WebLinkAbout2014-12-31 Form 460 - JonathanRecipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period I Date of election if applicable: from 10/19/2014 (Month, Day, Year) through 12/31 /2014 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. I 2. Type of Statement: Date StWE C E ( V CITY CLERK'! PALM DESEI 2015 JAN 12 A COVER PAGE of 9— For Official Use Only ® Officeholder, Candidate Controlled Committee ❑ Ballot Measure Committee ❑ Preelection Statement L Quarterly Statement 0 State Candidate Election Committee 0 Primarily Formed ® Semi-annual Statement ❑ Special Odd -Year Report 0 Reca:l 0 Controlled ❑ Termination Statement El Supplemental Preelection (Also Complete Part S) Sponsored 0 Sponsored ❑ Amendment (Explain below) Statement . Attach Form 495 (A/soConsoail ❑ General Purpose Committee 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (AtsoComplete Part n 3. Committee Information I.D. NUMBER 1361137 NAME IF NO COMMITTEE) COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL-2014 STREET ADDRESS (NO P.O. BOX) 73301 FRED WARING CODE AREA CODE/PHONE PALM DESERT CA 92260 (760) 341-6656 DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE Treasurer(s) NAME OF TREASURER SABBYJONATHAN MAILING ADDRESS 73301 FRED WARING CODE AREA CODE/PHONE PALM DESERT CA 92260 (760) 341-6656 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 (760) 779-8926 / have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowl ge the ' n contained herein and in the attached schedules is true and complete. I certify under penalty of pegury under the laws of the State of Califomia that the foregoin Executed on / By ` / Assistant Treasurer r_V"011iiii�� Executed on By Sig of Measure Proponent or Responsible Ofhoar of5ponsor Executed on By Date Si&WkJMGfC0nbDding0MoeWderCandidate,StateMeasureProponent Executed on Date By Signature of Controlling OMoeWder Candidate. State Measure Proponent FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 8661ASK-FPPC State of California Type or print in ink. Recipient Committee Campaign Statement Cover Page — Part 2 6. 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 RESIDENTIAUBUSINESS 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 COVER PAGE - PART 2 Page �— of - i 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 I 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 Attach continuation sheets if necessary FPPC Form 460 (Junel0l) FPPC Toll -Free Helpline: 8661ASK-FPPC State of California Campaign Disclosure Statement Type or print in ink. Amounts may be rounded Summary Page to whole dollars. SEE INSTRUCTIONS ON REVERSE SUMMARY Statement covers period CALIFORNIA.1 from 10/19/2014 FORM through 12/31/2014 Page —3 of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL-2014 1361137 Contributions Received Column B Calendar Year Summary for Candidates TOTALlu ER D (FROM ATTACHED SCHEDULES) CALENDAR TOTALTODATE Running In Both the State Primary and 9 r General Elections 1. Monetary Contributions ........................................... Schedule A, line ne 3 $ $ 46,225 O O 1/1 through 6/30 7/1 to Date 2. Loans Received...................................................... Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 +2 $ 2,875 $ 46,225 20. Contributi N/A N/A ......................... Receivedons $ $ 4. Nonmonetary Contributions .............. Schedule C, Line 3 0 1,570 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 $ 2,875 $ 47,795 Made $ N/A $ N/A Expenditures Made 6. Payments Made ....................................................... Schedule E, Line 4 $ 6,695 $ 41,163 7. Loans Made............................................................. Schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 $ 6,695 $ 41,163 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 $ 6,695 $ 41,163 Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 11,303 To calculate Column B, add 13. Cash Receipts ................................................... Column A, Line 3 above 2,875 amounts in Column A to the 0 corresponding amounts 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 from Column B of your last 15. Cash Payments .........."""""""""""""""""'..... Column A, Line 8 above 6,695 report. Some amounts in Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 7,483 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ 0 for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if Cash Equivalents and Outstanding Debts q 9 0 any). 18. Cash Equivalents ........................................ See instrucdions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ 0 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) —I $ N/A $ N/A —J� $ 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: 866/ASK-FPPC Schedule A Type or print in Ink. SCHEDULE A amounts may be rounded Monetary Contributions Received to dollars. Statement covers period CALIFORNIA whole 10/19/2014 from • • - through 12/31 /2014 Page of SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL-2014 1361137 DATE ZIPO FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR ADDRESS 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) ❑IND 10/21/14 EVANS EYECARE ❑COM 500 500 73271 FRED WARING DRIVE, STE 101 ®OTH PALM DESERT, CA 92260 ❑ PTY ❑ SCC ®IND 10/21/14 ROBERT A. BERNHEIMER ❑ COm ATTORNEY 150 150 ❑ PTY BERNHEIMER, INC. ❑ SCC 10/23/14 DR. RICHARD ZIONTS ®IND ❑COM RABBI 100 300 [3 PTY ❑ SCC ®IND 10/28/14 VIRGINIA R. FOLKERS ❑COM RETIRED 250 250 ❑ PTY ❑ SCC 10/30/14 RAY RODRIGUEZ ®IND [3Com OWNER 250 250 ❑ PTY RESTAURANT ❑ SCC SUBTOTAL $ 1,250 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 $ 2,875 2,875 *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. from 10/19/2014 • RM through 12/31 /2014 Page of NAME OF FILER I.D. NUMBER COMMITTEE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL-2014 1361137 �� O FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR A RE,ALSAND ZIP CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (EET n .D.NUMB CODE * OF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC 31) (IF REQUIRED) OF BUSINESS) 10/30/14 MARY HELEN KELLY RIND [3Com RETIRED 50 100 ❑ PTY ❑SCC 10/30/14 STEVEN J. GORDON MIND ❑COM REAL ESTATE AGENT 75 250 ❑PTY INC. ❑ SCC 10/30/14 MICHAEL SHOVLIN MIND CEO 500 500 ❑ PTY ❑ SCC 10/30/14 CALIFORNIA REAL ESTATE PAC ❑IND MCOM 500 1,500 525 S VIRGIL AVENUE ❑ OTH LOS ANGELES, CA 90020 ❑ PTY #890106 ❑ SCC 11/04/14 RICHARD CALHOUN MIND [3Com RETIRED 200 300 ❑ PTY ❑ SCC SUBTOTAL$ 1,325 '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 ICALIFORNIA to whole dollars. from 10/19/2014 • RM 12/31/2014 p through Page of� NAME OF FILER I.D. NUMBER COMMITTE TO ELECT SABBY JONATHAN TO P.D. CITY COUNCIL-2014 1361137 DATE ADDRESSZIPDE O 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 (EET .D.N CODE OF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) 11/04/14 BUILDING INDUSTRY ASSOCIATION ❑IND ®COM 300 300 515 S. FIGUEROA ST, STE 1110 ❑ OTH LOS ANGELES, CA 90071 ❑PTY ❑SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM []OTH ❑ PTY ❑ SCC SUBTOTAL$ 300 *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 Type or print in ink SCHEDULE B - PART 1 Schedule B — Part 1 Amounts may be rounded Statement covers period Loans Received to whole dollars. 10/19/2014 CALIFORNIA I • ' from FORM 12/31/2014 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 INDIVIDUALENTER OCCUPATION AND EMPLOYER a OUTSTANDING BALANCE (b) AMOUNT (c) AMOUNT PAID (d) OUTSTANDING BALANCEAT (e) INTEREST f ORIGINAL (g CUMULATIVE OF LENDER OF SELF-EMPLOYED. ENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS pFCOMMITTEE, ALSO ENTER I.D.NUMBER) NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD' P R p PERIOD LOAN TO DATE SABBY JONATHAN CERTIFIED PUBLIC ❑ PAID CALENDAR YEAR 73301 FRED RATE PER ELECTION" ASSOCIATES, INC. 5,000 $ 5,000 0 N/A $0 12/03/13 s $ $ DATE DUE DATE INCURRED t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION'* f f f i f DATE DUE DATE INCURRED tEl IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDAR YEAR f f 96 f f ❑ FORGIVEN RATE PER ELECTION'* E f f f f DATE DUE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED 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.) 0 0 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. (Maybe a negative number) t Contributor Codes IND—Individual COM— RecipientCommittee(otherthanPTYorSCC) OTH—Other PTY— Political Party SCC—Small Contributor Committee (Enter (e) on SchetluleE Line 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 TO P.D. CITY COUNCIL-2014 Statement covers period from 10/19/2014 through 12/31/2014 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page --L of I.D. NUMBER 1361137 CMP campaign paraphernalia/misc. MBR member communications RAID 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 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 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 SABBYJONATHAN CASUELAS CAFE 73703 HWY 111 CMP 1,036 PALM DESERT, CA 92260 BUZZ FACTORY 1801 E. TAHQUITZ CANYON WAY, STE 101 CNS 1,428 PALM SPRINGS, CA 92262 ' Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 4,134 Schedule E Summary 1. Payments made this period of $100 or more. Include all Schedule E subtotals. 6,639 2. Unitemized payments made this period of under $100.......................................................................................................................................... $ 56 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. 6,695 P Y P ( rY 9 ) ............................. TOTAL $ FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 866/ASK-FPPC Schedule E SCHEDULE E (CONT.) (Continuation Sheet) Type or print in ink Amounts may be rounded Statement covers period CALIFORNIA , , Payments Made to whole dollars. from 10/19/2014 • ' through 12/31 /2014 SEE INSTRUCTIONS ON REVERSE Page of g 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 IWTG 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 VVEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE OF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID BUZZ FACTORY 1801 E. TAHQUITZ CANYON WAY, STE 101 PALM SPRINGS, CA 92262 LIT 1,605 BUZZ FACTORY 1801 E. TAHQUITZ CANYON WAY, STE 101 PALM SPRINGS, CA 92262 CMP 900 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 2,505 FPPC Form 460 (June/01) FPPC Toll -Free Helpline: 666/ASK-FPPC