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