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HomeMy WebLinkAboutForm 460 Susan Funk 063020COVER PAGE Recipient Committee Date Stamp Campaign Statement _ • Cover Page RECEIVED (Government Code Sections 84200-84216.5) Statement covers period Date of election if applicable: Page 1 of 7 01/01/2020 (Month, Day, Year) 1 �f (� JUL 3 For Official Use Only from f 2020 SEE INSTRUCTIONS ON REVERSE through 06/30/2020 qITY OFATASCADERO ITY CLERIC'S OFFICE 1. Type of Recipient Committee: All committees - complete Parts 1, 2, 3, and 4. 2. Type of Statement: F_X1 Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement Q State Candidate Election Committee Committee Semi-annual Statement ❑ Special Odd -Year Report O Recall Q Controlled ❑ Termination Statement ❑ Supplemental Preelection (Also Complete Part 5) Q Sponsored (Also fife a Form 410 Termination) Statement -Attach Form 495 [J General Purpose Committee (AlsoCamplefePad 6) below) E] Amendment (Explainbl ) 0 Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Also ComptetePori 7) 3. Committee Information I.D. NUMBER Treasurer(s) 1402781 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER Funk for City Council 2018 Denise Lewis MAILING ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODEIPHONE Sacramento CA 95841 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY OPTIONAL, FAX I E-MAIL ADDRESS CITY STATE ZIP CODE AREA CODEIPHONE Sacramento CA 95841 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS STATE ZIP CODE AREA CODEIPHONE CITY 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my k under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on 07/31/2020 Date Executed on 07/31/2020 Date Executed on Date Executed on www.netfile.com By By OPTIONAL: FAX f E-MAIL ADDRESS STATE ZIP CODE AREA CQDEIPHONE information contained herein and in the attached schedules is true and complete. I certify — ( r or By Signatureo(Con9rolling Officeholder. Candidate, Stare Measure Proponent By Signature of Controlling Officeholder, Candidate. State Measure Proponent FPPC Form 460 (Jan/2016) FPPC Advice: adviceCafppc.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. flunk COVER PAGE - PART 2 CAUFORNIA FORM �461T Page 2 of 7 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT City Council Member City of Atascadero ❑ OPPOSE RESIDENTIAUBUSINESS ADDRESS (N0. AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. Atascadero CA 93422 NAME OF OFFICEHOLDER, 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 receive OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME ID NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. p YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE www.netfile.com 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 Attach continuation sheets if necessary FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded SUMMARY PAGE Summary Page to whole dollars. Statement covers period e - 2• ' from o1/ol/2020 FORM SEE INSTRUCTIONS ON REVERSE through 06/30/2020 Page 3 of 7 NAME OF FILER I.D. NUMBER Funk for City Council 2018 1402781 ToColun AoD Column!3 Calendar Year Summary for Candidates Contributions Received Running in Both the State Prima and (FROM ATTACHED SCHEDULES) TOTALTOOAM 9 Primary General Elections 1. Monetary Contributions ........................................... Schedule A,Line 3 $ 500.00 $ 500.00 8. SUBTOTAL CASH PAYMENTS .................................... 2. Loans Received...................................................... schedule B, une 3 schedule F Linea 0.00 schedule C, Line 3 1,800.00 Add tines a+9+10 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Addbnesl+2 $ 500.00 $ 21300.00 4. Nonmonetary Contributions .................................... Schedule C, Linea 0.00 0.00 5. TOTAL CONTRIBUTIONS RECEIVED ...... .... .... ..... ........Add Lines 3+4 $ 500.00 $ 2,300.00 Expenditures Made 6. Payments Made ....................................................... schedule E, une 4 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, Line 3 11. TOTA L EXPE N D I TU R ES MADE ........... .-- ................ Add tines 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 8above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, than subtract line 15 It this is a termination statement, Line 16 must be zero. $ 412.14 $ 412.14 $ 412.14 $ 412.14 -129.33 124.50 0.00 0.00 $ 282.81 $ 536.64 $ 73.34 500.00 0.00 412.14 $ 161.20 17. LOAN GUARANTEES RECEIVED _. _..._............_... Schedule e, Pane $ 0.00 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ 0.00 19. Outstanding Debts ......................... Add une 2+ Line 9 in column a above $ 1,924.50 www.netfile.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 filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). 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 Subjec to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) Ei '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 Srharli the A SCHEDULE A ,amounts may ne rounaea Monetary Contributions Received to whole dollars. Statement covers period CAILIFORNIA, , from 01/01/2020 FORM through 06/30/2020 Page 4 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Funk for City Council 2019 1402781 DATE FULL NAME. STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR ADDRESSZIP CODE CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED {EET CODE * (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN_ 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) 01/15/2020 Susan Funk E IND Candidate SDG.CD 500.00 G2018 $2,126.89 ❑COM Candidate Atasca ero, CA 34 ❑ OTH ❑ PTY ❑ SCC ❑IND L)COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ 500.00 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) ..... www.netfile.com $ 500.00 $ 0.00 TOTAL $ 500.00 '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 (Jan12016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov SCHEDULE B- PART t Schedule B — Part I Amounts may be rounded Statement covers period CALIFORNIA Loans Received to whole dollars. 01/01/2020 FORM 460 from through 06/30/2020 Page 5 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER LD. NUMBER Funk for City Council 2018 1402781 a (b) W (d) (e) (f) (g) FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIV€DUAL, ENTER OUTSTANDING AMOUNT AMOUNTPAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER BALANCE RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS ({F COMMITTEE. ALSO ENTER LD. NUMBER) (IFSELF-EMPLOYED, ENTER NAME OF BUSINESS) BEGINNING THIS PERIOD PERIOD THIS PERIOD' PER( D PERIOD LOAN TO DATE Susan Funk Candidate ❑ PAID CALENDARYEAR Candidate Atascadero, CA 93422 $ 0.00 $ 1,800.00 0.00 % $ 1,800.00 $ 500.00 FORGIVEN PER ELECTION" RATE $ 1,800.00 S 0.00 $ 0.00 06/28/2019 $ 0.00 12/28/2018 SG2018 2,126.99 DATE DUE DATE INCURRED t❑ IND ❑ COM 0 OTH ❑ PTY ❑ SCC © FAID CALENDARYEAR S $ % $ $ ❑ FORGIVEN PER ELECTION** RATE $ 5 $ $ $ DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION"" RATE $ s s a $ DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ 0.00$ 0 . ao $ 1,800.00$ 0.00 Schedule B Summary 1. Loans received this period .................... ..... ................................... ................ -...................................... $ (Total Column (b) plus unitemized 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.) ..................... __....... .............................. NET $ 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.netfile.com 0.00 0.00 0.00 (May be a negatwe numbeO k- tei - SdredWe 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 (866/275-3772) www.fppe,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 01/01/2020 through 06/30/2020 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment SCHEDULE E Page 6 of 7 I.D. NUMBER 1402781 CMP campaign paraphernalialmisc. 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 P r petition circulating TFL. 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 candidatelsponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PITr 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 AMOUNTPAID River City Business Services PRO 158.31 Sacramento, CA 95841 River City Business Services PRO 135-54 Sacramento, CA 95841 River Citv Busine Services PRO 118.29 Sacramento, CA 95841 Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 412.14 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.netfile.com 412.14 0.00 0.00 412.14 FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 8661ASK-FPPC (8661275-3772) www.fppc.ca.gov SCHEDULE F Schedule F Amounts may be rounded Statement covers period CALIFORNIA f Accrued Expenses (Unpaid Bills) to whole dollars. from 01/01/2020 FORM through 06/30/2020 Page 7 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER LD. NUMBER Funk for City Council 2018 1402781 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CIVP campaign paraphernalialmisc. 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 FET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filinglbaliot 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 candidatelsponsor 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) • Payments that are contributions or independent expenditures must also be SUBTOTALS $ 253.83$124 50$ 253.83 $ 124.50 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.)................................................................................................ INCURRED TOTALS $ .......................... PAID TOTALS $ 124.50 253.83 NET $ -129.33 May be a negative number FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) www.netfile.com www.fppc.ca.gov (a) (b) (c) (d) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING (IF COMMITTEE. ALSO ENTER Li NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD River City Business Services PRO 135.54 0.00 135.54 0.00 Sacramento, CA 95841 ervices PRO 118.29 0.00 118.29 0.00 Sacramento, CA 95841 River City Business Services PRO 0.00 124.50 0.00 124.51] Sacramento, CA 95841 • Payments that are contributions or independent expenditures must also be SUBTOTALS $ 253.83$124 50$ 253.83 $ 124.50 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.)................................................................................................ INCURRED TOTALS $ .......................... PAID TOTALS $ 124.50 253.83 NET $ -129.33 May be a negative number FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) www.netfile.com www.fppc.ca.gov