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HomeMy WebLinkAbout2023-12-31 Form 460 - TrubeeRecipient Committee Campaign Statement Cover Page 1. Type of Recipient Committee ® Officeholder, Candidate Controlled Committee ❑ O State Candidate Election Committee O Recall ❑ General Purpose Committee O Sponsored ❑ O Small Contributor Committee O Political Party/Central Committee 3. Committee Information COVER PAGE . - A t` 1 Pik L.1 $ t1i'_`''�'ra' ie r • • • 7[�%1) 30 ( ( 1 �s - ge 1 of 7 Statement covers period Date of Election if applicable from 0 7/ O 1/ 2 0 2 3 For Official Use Only through 12/31/2023 (Month, Day, Year) 2. Type of Statement Primarily Formed Ballot Measure ❑ Pre -election Statement ❑ Quarterly Statement Committee 0Semi-Annual Statement ❑ Special Odd -Year Statement O Controlled ❑ Termination Statement ❑ Supplemental Pre -election O Sponsored ❑ Amendment Statement - Attach Form 495 Primarily Formed Candidate/ Officeholder Committee I.D. Number 1431996 Treasurer(s) COMMITTTEE NAME Evan Trubee for Palm Desert City Council 2026 STREET ADDRESS (NO PO BOX) 3649 STATE ZIP CODE AREA CODE/PHONE Riverside CA 92501 951/ ADDRESS (IF DIFFERENT) CITY OPTIONAL: FAX / E-MAIL ADDRESS STATE ZIP CODE / jsims@campaignfinanceservices. OF TREASURER Jennifer Mitchell STREET ADDRESS 3649 STATE ZIP CODE AREA CODE/PHONE Riverside CA 951/ OF ASSISTANT TREASURER, IF ANY STREET ADDRESS CITY OPTIONAL: FAX / E-MAIL ADDRESS d IAI t LIN UUUt AKtA ULJUt1Vr1UNt 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on By Executed on By Evan Executed on By SIGNATURE OF CONTROLLING OFFICEHOLDER, CANDIDATE, STATE MEASURE PROPONENT Executed on By SIGNATURE OF CONTROLLING OFFICEHOLDER, CANDIDATE, STATE MEASURE PROPONENT FPPC Form 460 •(JAN/2016) State of California/Si Recipient Committee Campaign Statement Cover Page - Part 2 Statement covers period from 07/01/2023 through 12/31/2023 COVER PAGE - PART 2 Page 2 of 7 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Evan Trubee OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION _ SUPPORT ❑ City Council Member - District 2 Palm Desert ❑ OPPOSE RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Palm Desert CA 92260 Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER OR CANDIDATE OR PROPONENT 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 OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY receive contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 7. Primarily Formed Candldate/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 ❑ 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 FPPC Form 460 4JAN/2016) State of California/Sl Campaign Disclosure Statement Summary Page NAME OF FILER Evan Trubee for Palm Desert City Council 2026 SUMMARY PAGE Statement covers period from 07/01/2023 through 12/31/2023 I Page 3 of 7 Column A Column B Contributions Received TATTACHDSCHED (FROM ATTACHED SCHEDULE5) CALENDAR YEAR 1'0'1'AL 70 DATE 1. Monetary Contributions .................... schedule A, Line 3 $ 308.85 $ 18, 708. 85 2. Loans Received ..........................schedule s, Line 3 0.00 2, 000.00 3. SUBTOTAL CASH CONTRIBUTIONS ..........Add Lines 1+2 $ 308.85 $ 20, 708.85 4. Nonmonetary Contributions ..... ........... schedule C, Line 3 0.00 0.00 5. TOTAL CONTRIBUTIONS RECEIVED ......... Add Lines 3+4 $ 308.85 $ 20, 708.85 Expenditures Made 6. Payments Made ....... ..................ScheduleE, Line $ 1,013.61 $ 8, 833.73 7. Loans Made .............................schedule H, Line 3 0.00 0.00 8. SUBTOTAL CASH PAYMENTS .............. Add Lines 6 + 7 $ 1,013.61 $ 8,833.73 9. Accrued Expenses (Unpaid Bills) ............ Schedule F, Line 3 0.00 0.00 10. Nonmonetary Adjustment ..................schedule C, Line 3 0.00 0.00 11. TOTAL EXPENDITURES MADE ..........,Add Lines 8+9+10 $ 1,013.61 $ B, 833.73 Current Cash Statement 12. Beginning Cash Balance ..........P.revious summary Page, Line 16 $ 2,812.02 13. Cash Receipts ........................ Column A, Line 3 above 308.65 14. Miscellaneous Increases to Cash .schedule I, Line 4 0.00 15. Cash Payments ...................... Column A, Line 8 above 1,013.61 16. ENDING CASH BALANCE Add Lines 12+ 13+ 14, then subtract Line 15 $ 2,107.26 17. LOAN GUARANTEES RECEIVED ............ Schedule A Part $ 0.00 Cash Equivalents and Outstanding Debts 18. Cash Equivalents .................................... $ 0.00 19. Outstanding Debts ........... Add Lines 2+Line 9inColumn Babove $ 2,000.00 I.D. NUMBER 1431996 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections. 1/1 through 6/30 7/1 to Date 20. Contributions $ Received 21. Expenditures $ Made $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* ( If Subject to Voluntary Expenditure Limits) Amounts in this Section may be different from amounts reported in Column B. FPPC Form 460 •(JAM/2016) State of California/SI SCHEDULE A Schedule A Statement covers period Monetary Contributions Received 07/01/2023 !,!,a d ' from through 12/31/2023 4 of 7 NAME OF FILER Evan Trubee for Palm Desert City Council 2026 I.D. NUMBER 1431996 DATE FULL NAMEsTREETADDRESS AND ZIP CODE OF OF CONTRIBUTOR , CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) RECEIVED (JAN. 1 -DEC. 31) (IF REQUIRED) Evan Trubee IND Owner 308.85 308.85 08/22/2023 11 Wheel Tours Palm Desert, CA 92260 SUBTOTAL $ 308.85 Schedule A Summary Amount received this period - itemized contributions (Includes all Schedule A subtotals )............................................... 2. Amount received this period , unitemized............................................ 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page. Column A Line 1) ........... $ 308.85 $ 0.00 TOTAL $ 308.85 -Contributor Codes IND - Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY- Political Party SCC - Small Contdbutor Committee FPPC Form 460 •(JANI2016) FPPC Toll -Free Helpllne: 866/ASK•FPPC Schedule B - Part 1 Loans Received NAMEOFFILER Evan Trubee for Palm Desert City Council 2026 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER Big Wheel Tours 1590 S Palm Canyon Palm Springs, CA 92264 Contributor Code: OTH I Statement covers period from 07/01/2023 through 12/31/2023 SCHEDULE B - PART 1 Page 5 of 7 1431996 (a) (b) (C) (d) (e) (t) lg) IF INDIVIDUAL, OCCUPATION $ EMPLOYER OUTSTANDING AMOUNT AMOUNT PAID OUTSTANDING BALANCE AT INTEREST PAID ORIGINAL AMOUNT OF CUMULATIVE CONTRIBUTIONS IF COMMITTEE, ID NUMBER BALANCE BEGINNINGTHIS RECEIVED THIS PERIOD OR FORGIVEN THIS PERIOD CLOSE OFTHIs THIS PERIOD LOAN TO DATE PERIOD PERIOD PAID CALENDAR YEAR 2000.00 0.00 10,000.00 —8,000 2,000.00 PER ELECTION " FORGIVEN DUE DATE INTEREST RAT DATE INCURRED 12/31/2024 0.00 % 08/17/2022 (b) (c) (d) (e) SUBTOTALS $ 0.00 0.00 2, 000. Do 0. 00 f ntributor Codes Schedule B Summary Individual - Recipient Committee {other than PTY or SCC 1. Loans received this period o. oo -Other (Total Column (b) plus unitemized loans of less than $100.) ..................... . ...... . $ Political Party- Small Contributor Committee 2. Loans paid or forgiven this period ............................................... $ 0.00 (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 $ 0.00 FPPC Form 460-(JAN12016) Enter the net here and on the Summary Page, Column A, Line 2. SCHEDULE E Schedule E Statement covers period Mg, Payments Made from 07/01/2023through 12/31/2023 Pa6 of 7 NAME OFFILER Evan Trubee for Palm Desert City Council 2026 I.D.NUMBER 1431996 CODES: If one of the following accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP 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' salaries CVC civic donations PET petition circulating TEL t.v. or cable production costs FIL candidate filing / ballot fees PHO phone banks TRC candidate travel, lodging and meals FND fundraising expenses POL polling and survey research TRS staff/spouse travel, lodging and meals IND independent expenditures supporting/opposing others 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 CODE or DESCRIPTION OF PAYMENT AMOUNTPAID Campaign Finance Services PRO 475.00 3649 Mission Inn Ave 2nd Floor Rotunda Riverside, CA 92501 Campaign Finance Services PRO 250.00 3649 Mission Inn Ave 2nd Floor Rotunda Riverside, CA 92501 United States Postal Service OFC 216.00 45300 Portola Ave Palm Desert, CA 92260 SUBTOTAL $ 941.00 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) ............................................... $ 1,013.61 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). ) ................................ $ 0.00 $ 0.00 4. Total payments made this period. (Add Line 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ...........TOTAL $ 1,013.61 FPPC Form 460-(JAN/2016) Schedule E (Continuation Sheet) Payments Made NAMEOFFILER Evan Trubee for Palm Desert City Council 2026 CODES: If one of the following accurately describes the payment, you may enter the code. CMP campaign paraphernalia/misc. MBR member communications CNS campaign consultants MTG meetings and appearances CTB contribution (explain nonmonetary) OFC office expenses CVC civic donations PET petition circulating FIL candidate filing / ballot fees PHO phone banks FND fundraising expenses POL polling and survey research IND independent expenditures supporting/opposing others POS postage, delivery and messenger services LEG legal defense PRO professional services (legal, accounting) LIT campaign literature and mailings PRT print ads Statement covers period from 07/01/2023 through 12/31/2023 SCHEDULE E Page 7 of 7 I.D. NUMBER 1431996 Otherwise, describe the payment. RAD radio airtime and production costs RFD returned contributions SAL campaign workers' salaries TEL t.v. or cable production costs TRC candidate travel, lodging and meals TRS staff/spouse travel, lodging and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration WEB information technology costs (internet,e-mail) NAME AND ADDRESS OF PAYEE CODE or DESCRIPTION OF PAYMENT AMOUNTPAID USAA Credit Card See Schedule G for payees reaching disclosure 72.61 threshold. 9800 Fredericksburg Road San Antonio, TX 78288 SUBTOTAL $ 72.61 FPPC Form 460-(JAN/2016)SI 460-SemiAnnual-12-31-2023 Final Audit Report "460-SemiAnnual-12-31-2023" History 5 Document created by Jennifer Sims(jsims@campaignfinanceservices.net) 2024-01-24-11:01:46 PM GMT 2024-01-24 [24 Document emailed to Jennifer Mitchell (Jennifer@campaignfinanceservices.net) for signature 2024-01-24-11:01:49 PM GMT P+ Document emailed to Evan Trubee (info@evantrubee.com) for signature 2024-01-24-11:01:50 PM GMT Email viewed by Jennifer Mitchell (Jennifer@campaignfinanceservices.net) 2024-01-24 - 11:05:46 PM GMT ,60o Document e-signed by Jennifer Mitchell (Jennifer@campaignfinanceservices.net) Signature Date: 2024-01-24 - 11:06:56 PM GMT - Time Source: server t Email viewed by Evan Trubee (info@evantrubee.com) 2024-01-24 - 11:24:59 PM GMT AG Document e-signed by Evan Trubee (info@evantrubee.com) Signature Date: 2024-01-24-11:25:15 PM GMT - Time Source: server Agreement completed. 2024-01-24-11:25:15 PM GMT Adobe Acrobat Sign