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HomeMy WebLinkAboutForm 460 Susan Funk 123120Recipient Committee Campaign Statement CoVerPage (Government Code Sections 84200-84216-5) SEE INSTRUCTIONS ON REVERSE Statement covers period from 07/Cl/2020 through 12/31/2020 1. Type of Recipient Committee: All committees-- Complete Parts 1, 2, 3, and 4. ❑X Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure O State Candidate Election Committee Committee Q Recall Q Controlled (Also Complete Part 5) 0 Sponsored (Also Complele Pari 6) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee O Political Party/Central Committee ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 3. Committee Information I I.D. NUMBER 1402781 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Funk for City Council 2018 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Sacramento CA 95841 MAILING ADDRESS (IF DIFFERENT) NO_ AND STREET OR RO. BOX CITY OPTIONAL FAX 1 E-MAIL ADDRESS STATE ZIP CODE AREA CODElPHONE COVER PAGE St Date REC fVE SAN 2 9 2OZ1 Date of election if applicable; a page 1 of 7 (Month, Day. Year) CITY OF ATASCADER0 For Otficial Use only CITY CLERKS OFFi E 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement I] Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement ❑ Supplemental Preelection (Also file a Form 410 Termination) Statement -Attach Form 495 ❑ Amendment (Explain below) Treasurers) NAME OF TREASURER Denise Lewis CITY STATE ZIP CODE AREA CODEfPHONE Sacramento CA 95841 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODEIPHONE OPTIONAL, FAX 1 E-MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowle a Information contained herein and in thq attached schedules 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 01/26/2021 By �C , — Date SipnatQra reasurer or sistanf Treasurer Executed on 01/26/2021 Date Executed on Executed on Date www.notfile.com By Officeholder, CgWidate, S4M Measure Proponent or By Signature of Controlling Ofri haldw, Candidate, State Measure Proponent By SignatureafContruMng Officeholder, Cardidale, State Measure Proponent FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Susan E. Funk OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE} City Council Member City cf Atascadero RESIDENTIALIBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Atascadero CA 9 342 2 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 10. NUMBER NAME OF TREASURER CONTROLLEDCOMMITTEE7 ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO PO- BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEENAME ID.NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) COVER PAGE - PART 2 Page 2 of ? 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 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 ❑ 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 CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov www.netfile.com Campaign Disclosure Statement Amounts may be rounded Summary Page to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Funk for City Council 2018 Contributions Received 1. Monetary Contributions ........................................... Schedule A, Line 3 2. Loans Received...................................................... Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines f+2 4. Nonmonetary Contributions .................................... Schedule C,Line 3 5. TOTAL CONTRIBUTIONS RECEIVED .................... Add Lines 3+4 Expenditures Made $ 6. Payments Made ....................................................... Schedule E, Line 7. Loans Made............................................................. schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Linea 10. Nonmonetary Adjustment .......................................... Schedule C, Linea 11. TOTAL EXP EN D I TU R ES MADE ................................Add Lines a+9+10 Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 13. Cash Receipts ................................................... Column A, Line 3above 14. Miscellaneous Increases to Cash ........................... Schedule 1, line 4 15. Cash Payments ... ..._._._....... ............................. Column A, Line 8abom 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 I/ this is a termination statement, Line 16 must be zero. Statement covers period from 07/01/2020 through 12/31/2020 ColumnA Column TOTALTHISPERIOD CALENDARYEAR (FROMATTACHEDSCHEDUI S) TOTALTODATE $ 300.00 $ 800.00 0.00 1,800.00 $ 300.00 $ 2,600.00 $ 300.00 $ 2,600.00 $ 254.85 0.00 $ 254.85 -36.20 0.00 $ 666.99 0.00 $ 666.99 88.30 o.co $ 218.65 $ 755.29 $ 161.20 300.00 0.00 254.85 206.35 17. LOAN GUARANTEES RECEIVED. _. _. _. _.. _. Schedule B, Parte $ 0.00 Cash Equivalents and Outstanding Debts 18. Cash Equivalents See instructions on reverse $ 0.00 19. Outstanding Debts ......................... Add Line 2+ Line 9 in Column B above $ 1, 88 B. 30 www.netfle.com 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 fled for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). Pape 3 of / I.D. NUMBER i 1402781 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 20. Contributions Received $ 21. Expenditures Made $ 1/1 through 6/30 7/1 to Dare J Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made' (B Subjectt0 Volmrtary Expenditure Limit) Date of Election Total to Date (mmtddtyy) 'Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov ScheduleA Monetary Contributions Received Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Funk for City Council 2018 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR (IF COMMI"REE,ALSO ENTER La.NUMBER) CODE RECEIVED 08/12/2020 Susan Funk IND ❑ COM ❑ OTH El PTY ❑ SCC [-]IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY [❑ SCC MIND ❑ COM ❑ OTH ❑ PTY ❑ SCC IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) Candidate Candidate 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.) ............ 1 www.netfile_com SCHEDULE A Statement covers period from 07/01/2020 through 12/31/2020 Page 4 of 7 LDNUMBER 1402781 AMOUNT CUMULATiVETO DATE PER ELECTION RECEIVED THIS CALENDAR YEAR TO DATE PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 300.00 800.00 300.00 300.00 0.00 300 -CO *Contributor Codes 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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE B- PART 1 Schedule B — Part 1 Amounts may be rounded statement covers period 0 CALIFORNIA , Loans Received to whole dollars. • from 07/01/2020 FORM SEE INSTRUCTIONS ON REVERSE through 12/31/2020 page 5 of 7 NAME OF FILER ID.NUMBER Funk for City Council 2018 1902781 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER , a OUTSTANDING (b) AMOUNT (c► AMOUNTPAID (d) OUTSTANDING (e) INTEREST (f) ORIGINAL (g) CUMULATIVE OF LENDER -TEE. OCCUPATION AND EMPLOYER (IFSELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMIT Also ENTER I.D. NUMBER) NAMEOFBUSINESS) PERIOD PERIOD THIS PERIOD* PERIOD PERIOD LOAN TO DATE Susan Funk Candidate © PAID CALENDAR YEAR Candidate S n nn g i nnn nn n ajo% s Ann nn $ Boo nn ❑ FORGIVEN PERELECTION— RATE S T nn $ n nil g n nn 06/28/2019 3 _ _n nn 12/28/2018 $ ,ann DATE DUE DATE INCURRED t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDARYEAR S $ % S 8 ❑ FORGIVEN PERELECTION— RATE $ 5 $ $ $ DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDARYEAR ❑ FORGIVEN PERELECTION- RATE s a a a s DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ 0.00$ 0.00$ 1,800.00$ 0.00 Schedule B Summary 1. Loans received this period............................................................ (Total Column (b) plus un itemized 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.) 3. Net change this period. (Subtract Line 2 from Line 1.) ................ Enter the net here and on the Summary Page, Column A, Line 2. *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. www.neffile.com NET $ 0.00 0.00 o.aD (Maybe a negative number) SEnler(e)on Schedule E, Line 3) tContributor Codes 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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Funk for City Council 2018 Amounts may be rounded to whole dollars. Statement covers period from 07/01/2020 through 12/31/2020 I Page 6 of 7 LEER 1402761 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP campaign paraphernallalmisc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTi3 contribution (explain nonmonetary)' OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production casts FIL candidate fiting/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 LIT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D.NUMBER) CODE OR DESCRIPTION OF PAYMENT AM OU NT PAID Riv r Cit Business Services PRO 124.50 River City Business Services PRO 130.35 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 254.65 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.) . . www.neffile.com $ 254.85 ... $ o.ao $ 0.00 ................... TOTAL 254.85 FPPC Form 460 (Jan12016) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275.3772) www.fppc.ca.gov Schedule F Amounts may be rounded Accrued Expenses (Unpaid Bills) to whole dollars. SSE INSTRUCTIONS ON REVERSE NAME OF FILER Funk for City Council 2018 Statement covers period from 07/01/2020 through 12/31/2020 Page 7 1 17_ NUMBER 1402781 1.Y�3.l�slq��y of 7 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP campaign paraphemalialmisc. 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 F'OL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supportinglopposing 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 LfT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) " Payments that are contributions or independent expenditures must also be SUBTOTALS $ 124.50$ 88,3n$ 124-50$ 88.30 summarized on Schedule D. Schedule F Summary 1. Total accrued expenses incurred this period. (include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100) ....................... 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.)....,.. 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.)..................................................................................................._. www.netfile.com INCURRED TOTALS $ 88.30 PAID TOTALS $ 124.50 NET $ -36.20 May be a negative number FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 8661ASK-FPPC (8661275-3772) www.fppc.ca.gov (a) (b) (G) (d) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING (IF COMMITTEE, ALso ENTER 1.0. NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD River Cit Business Services PRO 124.50 0.00 124.50 0.00 River Cit Business Services PRO 0.00 88.30 0.00 88.30 " Payments that are contributions or independent expenditures must also be SUBTOTALS $ 124.50$ 88,3n$ 124-50$ 88.30 summarized on Schedule D. Schedule F Summary 1. Total accrued expenses incurred this period. (include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100) ....................... 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.)....,.. 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.)..................................................................................................._. www.netfile.com INCURRED TOTALS $ 88.30 PAID TOTALS $ 124.50 NET $ -36.20 May be a negative number FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 8661ASK-FPPC (8661275-3772) www.fppc.ca.gov