Loading...
HomeMy WebLinkAboutForm 460 Funk 123121Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from -7t 1--j 7A -')ti 1 through 12/31/2021 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. Z Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure O State Candidate Election Committee Committee O RecallQ Controlled (Also Complele Pa, � 5) (8 Sponsored (Also Complete Pert 6) ❑ General Purpose Committee (� Sponsored ❑ Primarily Formed Candidate/ 8 Small Contributor Committee Officeholder Committee Political Party/Central Committee (Also Complete Parr r) 3. Committee Information I I.D. NUMBER. Z� S COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMM)TTEE) i Funk for City Council 2018 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE.lPHONE Sacramento CA 95841 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR RC. BOX CITY STATE ZIP CODE AREA CODEIPHONE Date of election if applicable: (Month, Day, Year) Date Stamp RECEIVED JAS! 13 2022 COVER PAGE Page I_._. of — For Official Use Only CITY OF ATASCADERID CITY CLERK'S OFF1 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement ❑ Semi-annual Statement ❑ Special Odd -Year Report Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurers) NAME OF TREASURER Denise Lewis MAILING ADDRESS CITY STATE ZIP CODE AREA CODFIPHONE Sacramento CA 95841 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODEIPHONE OPTIONAL: FAX 1 E-MAILADDRESS OPTIONAL, FAX I E-MAIL ADDRESS 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 and in the attached schedules is true and complete. I certify under penalty Of Deriury under the laws of the State of California that the foregoing istrue a correct. Executed on -'�' By Bate reascrer or Assistant Treasurer Executed on — D Dale By siurmitura o Controlling Officeho er, Candidate. State Measure Proponent or Rasoonsible Officer of Snnnsnr Executed on Date By Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proporert FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) 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) r7ity Council Member Cit;, of Atascadero RESIDENTIALIBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Atascadero CA 93422 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 NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES [] NO COMMITTELADDRLSS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODEIPHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTLEADDRLSS STREETADDRESS (NO P.O. BOX) C4TY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of ? 6. Primarily Formed Ballot Measure Committee NAME OF RALLOTMEASURE 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 OFFiCLHOLDER 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) vrvvw.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded Summary Page to whole dollars. Statement covers period from 07/01/2021 SEE INSTRUCTIONS ON REVERSE through 12/31/2022 I Page 3 of NAME OF FILER I.D. NUMBER Funk for City Council 2018 1402']81 Column Column Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD cAR+ Running in Both the State Prima and (FROMATTACHEDSCHEDULEs) TOTALTOMM 9 Primary General Elections 1. Monetary Contributions ........................................... schedule A, Line 3 2. Loans Received...................................................... schedule e, Line 3 3. SUBTOTALCASH CONTRIBUTIONS ......................... Add Lines l+2 4. Nonmonetary Contributions .................................... Schedule c, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3+4 $ 2,150.00 $ 2,150.00 -1.800.00 0.00 $ 350.00 0.00 $ 2,150.00 0.00 $ 350.00 $ 2,150.00 Expenditures Made 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 68.09 To calculate Column B, add 6. Payments Made ....................................................... Schedule E, Line 4 $ 418.05 $ 556.35 corresponding amounts 7. Loans Made............................................................. Schedule rl, Line 3 0.00 0.00 15. Cash Payments .................................................. Column A, Line a above 0.00 418.05 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+r $ 418.05 Column A may be negative $ 556.35 0.00 9. Accrued Expenses (Unpaid Bills) ....... ....... ....... .......... Schedule FLine 3 -142.97 subtracted from previous If this is a termination statement, Line 16 must be zero. 0.00 10. Nonmonetary Adjustment .......................................... Schedule C. Line 0.00 the first report being fled 0.00 17. LOAN GUARANTEES RECEIVED ........................... schedule e, Pan 2 11. TOTAL EXPENDITURES MADE ...... ..........................AddLines 8+9+10 $ 275.08 $ 556.35 Cash Equivalents and Outstanding Debts Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 68.09 To calculate Column B, add 13. Cash Receipts .............................. .................... Column A, Line 3 above 350.00 amounts in Column A to the corresponding amounts 14. Miscellaneous Increases to Cash ........................... schedule 1, Line 4 0.00 from Column B of your last 15. Cash Payments .................................................. Column A, Line a above 418.05 report. Some amounts in Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 0.00 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 fled 17. LOAN GUARANTEES RECEIVED ........................... schedule e, Pan 2 $ 0.00 for this calendar year, only carry over the amounts arnyi Lines 2, 7, and 9 (if Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ 0.00 19. Outstanding Debts ......................... Add Line 2+ Line 9 in Column a above $ 0.00 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' (115ubleotto Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) R d Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (86612753772) www.fppC.ca.UOV Schedule A SCHEDULE A Moneta Contributions Received Amounts may be rounded L'jl to dollars. Statement covers period • ' whole , from 07/01/2021 • ` through 12/31/2022Page 4 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Funk for City Council 2018 1402781 DATE 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 (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMFLOYED,ENTER NAME PERIOD {JAN. 1 -DEC. 31} {IF REQUIRED} OF BUSINESS) 07/27/2021 RIND Candidate 350.00 0.00 G2018 $3,276.89 ❑COM Candidate Atascadero, CA 93422 ❑ OTH ❑ PTY ❑ SCC 12/31/2021 Susan Funk ❑]IND Candidate 1,800.00 0.00 G2018 $3,276.89 ❑COM Candidate Atascadero, CA 43922 ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH [❑PTY []SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ 2,150.00, 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.) ................ $ 2,150.00 0.00 TOTAL_ $ 2,150.00 *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 SCHEDULEB-PART1 Schedule B — Part 1 Amounts may be rounded Statement covers period CALIFORNIA Loans Received to whole dollars. from 07/01/2021 FORM SEE INSTRUCTIONS ON REVERSE through 12/31/2022 Page 5 of 7 NAME OF FILER I.D. NUMBER Funk for City Council 2018 1402781 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUALENTER , OUTSTANDING (b) AMOUNTAMOUNT (e) PAID (d) OUTSTANDING (ej INTEREST (f) ORIGINAL (g) CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER BALANGE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNTOF CONTRIBUTIONS (IFCOMMITTEE, ALSO ENTER I. D. NUMBER) NAMEOFBUSINESS) p IOD PERIOD THIS PERIOD PERIOD PERIOD LOAN TO DATE Susan Funk Candidate ❑ PAID CALENDAR YEAR Candidate Atdscadero, CA 93422 S n_ nn $ 4 —4-0.0% yIay-r_ n ___n ninn n n ® FORGIVEN ,p RAZE PER ELECTION'" $ 7 Rnn nn $ an $ i Ann nn 06/28/2D19 S _ n nn 12/28/2018 $G2618 3,276.99 DATEDUE DATE INCURRED to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC PAID CALENDARYEAR s $ % s s PER ELECTION ** ❑ FORGIVEN RATE $ S $ S $ DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDARYEAR ❑ FORGIVEN PERELECTION* RATE S $ S $ $ DATE DUE DATEINCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ v.vv$ 1,800-00$ 0.00$ 0 0v +z��s 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.) ................................................ 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. ........... I... $ 0.00 $ 1,evv.vv ....... NET $ —1,800.00 (May be a negative number) (Enter (e) on SdieduleE, 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 (Jan12016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Piink for City Council 20,8 Amounts may be rounded to whole dollars. Statement covers period from 07/01/2021 through 12/31/2022 Page 6 of ID NUMBER 1402781 E CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP campaign paraphernalialmisc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTS contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civi- donations PET p-tition circulating TEL t.v or cable airtime and production tests FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, ledging, 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 PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE. ALSO ENTER I.o.NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID River City Business Services PRO 101.85 Sacramento, CA 95841 River City Business Services PRO 142.97 Sacramento, CA 95841 River City Business Services PRO 173-23 Sacramento, CA 95841 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 418.05 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. .... ....... .............................................................................................. $ 916.05 2. Unitemized payments made this period of under $100 ............................ .... $ o.00 3 Total interest paid this period on loans. Enter amount from Schedule B, Part 1, Column (e).) ... 0.00 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 0.) ............................. TOTALS 418.05 FPPC Form 460 (Jan12016) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) www.fppc.ca.gov Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON REVERSE NAME OF FILER Funk for City Council. 2018 Amounts may be rounded to whole dollars. Statement covers period from 07/01/2021 through 12/31/2022 SCHEDULEF F4RRIA ORM 460 Page 7 of 7 I.D. NUMBER 1402781 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP 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 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 IND independent expenditure supporting/opposing others (explain)' POS postage, delivery and messenger services TSF transfer between committees of the same candid atelspo nsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LR campaign literature and mailings FRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF CREDITOR (IF COMMITTEE. ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT fol OUTSTANDING BALANCE BEGINNING I AMOUNTININCURRED THIS PERIOD Sc1 AMOUNTPAiD THIS PERIOD t OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD River Cit Business Services PRU =42.97 0.00 142,97 0.00 acramen o, * Payments that are contributions or independent expenditures must also be summarized on schedule D. SUBTOTALS $ 142.97$ 0.00$ 142.97$ 0.00 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 5100.) . 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 $ __ 0.00 PAID TOTALS $ 142.97 NET $ -142.97 May be a negative number FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772)