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HomeMy WebLinkAboutSpeaker, Fred - 2010 FPPC Campaign Disclosure Forms For 2010 (2) Statement of Organization STATEMENT OF ORGANIZATION Recipient Committee CALIFOMIA41 . - INSTRUCTIONS ON REVERSE Page 3 COMMITTEE NAME I.D.NUMBER 4.Type of Committee (Continued) •. . Not formed to support or oppose specific candidates or measures in a single election. Check only one box: CITY Committee ❑COUNTY Committee ❑STATE Committee PROVIDE BRIEF DESCRIPTION OF ACTIVITY .. . •e List additional sponsors on an attachment. NAME OF SPONSOR INDUSTRY GROUP OR AFFILIATION OF SPONSOR STREETADDRESS NO.AND STREET CITY STATE ZIP CODE Date qualified 5.Termination Requirements By signing the verification,the treasurer,assistant treasurer and/or candidate,officeholder,or proponent certify that all of the following conditions have been met: • This committee has ceased to receive contributions and make expenditures; • This committee does not anticipate receiving contributions or making expenditures in the future; • This committee has eliminated or has no intention or ability to discharge all debts, loans received, and other obligations; • This committee has no surplus funds; and • This committee has filed all campaign statements required by the Political Reform Act disclosing all reportable transactions. -- There are restrictions on the disposition of surplus campaign funds held by elected officers who are leaving office and by defeated candidates. Refer to Government Code Section 89519. -- Leftover funds of ballot measure committees may be used for political, legislative or governmental purposes under Government Code Sections 89511 - 89518, and are subject to Elections Code Section 18680 and FPPC Regulation 18521.5. FPPC Form 410(June/09) FPPC Toll-Free Helpline: 866/ASK-FPPC (8661275-3772) Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period Is= Summary Page to Whole dollars. from 10/17/2010 SEE INSTRUCTIONS ON REVERSE through 12/31/2010 Page 3 of 10 NAME OF FILER I.D. NUMBER Committee to Elect Fred Speaker to Huntington Beach City Council 2010 1318576 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDAR YEAR Running i Both the State Pi and (FROM ATTACHED SCHEDULES) TOTALTODATE gn e ae Primary General Elections 1. Monetary Contributions ........................................... schedule A,Line 3 $ $4,838.00 $ $41,136.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule B,Line 3 -$7,000.00 $0.00 3. SUBTOTALCASH CONTRIBUTIONS ......................... Add Lines 1+2 $ -$2,162.oo $ $41,136.o0 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 $0.00 $0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ -$2,162.00 $ $41,136.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ $9,538.42 $ $39,075.67 Candidates 7. Loans Made............................................................. Schedule H,Line 3 $0.00 $0.00 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 $ $9,538.42 $ $39,075.67 (If Subjectto Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...............................Schedule F,Line 3 $0.00 $0.00 Date of Election Total to Date 10, Nonmonetary Adjustment ..........................................Schedule C,Line 3 $0.00 $0.Go (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ $9,538.42 $ $39,075.67 $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ $11,700.42 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above -$2,162.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash........................... Schedule 1,Line 4 $0.00 from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line 8above $9,538.42 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 filed 17. LOAN GUARANTEES RECEIVED........................... Schedule B,Part 2 $ $0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2,7,and 9(if $0.00 any). 18. Cash Equivalents........................................ See instructions on reverse $ 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ $0.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772) Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period - ,Summary Page to whole dollars. Oa t from 10/01/zolo - SEE INSTRUCTIONS ON REVERSE I through 10/16/2010 Page 3 of 11 NAME OF FILER I.D. NUMBER Committee to Elect Fred Speaker to Huntington Beach City Council 2010 1318576 Contributions Received To olulmn AoD Column B Calendar Year Summary for Candidates CALENDAR YEAR (FROM ATTACHED SCHEDULES) TOTALTO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A,Line $ $6,s75.00 $ $36,298.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule B,Line 3 $0.00 $7,000.00 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ $6,575..00 $ $43,298.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 $0.00 $0,00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ..........•••.............•AddLines3+4 $ $6,575.00 $ $43,298.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ $9,834.40 $ $29,537.25 Candidates 7. Loans Made............................................................. Schedule H,Line 3 $0.00 $0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ $9,834.40 $ $29,537.25 (if Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills)...............................Schedule F Line 3 $0.00 $0.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................Schedule C,Line 3 $0.00 $0.Do (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+g+10 $ $9,834.40 $ $29,537.25 J-� $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ $14,959.82 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above $6,575.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash........................... Schedule 1,Line 4 $0.00 from Column B of your last reported in Column B. 40 report. Some amounts in 834. 15.Cash Payments.................................................. Column A,Line 8 above $9, Column A may be negative 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ $11,700.42 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,Part2 $ $0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2, 7,and 9(if $0.00 any). 18. Cash Equivalents.......................................: See instructions on reverse $ 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ $7,000.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period - Summary Page to whole dollars. ' from 07/01/2010 �- SEE INSTRUCTIONS ON REVERSE through 09/30/2010 Page 3 of 27 NAME OF FILER I.D. NUMBER Committee to Elect Fred Speaker to Huntington Beach City Council 2010 1318576 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDAR YEAR Running in Both the State Primary and (FROM ATTACHEDSCHEDULES) TOTALTO DATE g ma ry General Elections 1. Monetary Contributions ........................................... Schedule A,Line $ $16,447.00 $ $29,723.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule e,Line 3 -$1,500.00 $7,000.00 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ $14,947.00 $ $36,723.o0 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 $0.00 $o.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ $14,947.00 $ $36,723.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ $15,899.33 $ $19,702.85 Candidates 7. Loans Made............................................................. Schedule H,Line 3 $0.00 $0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ $15,899.33 $ $19,702.85 (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills)...............................Schedule F Line 3 $0.00 $o.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................ScheduleC,Line $0.00 $0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+s+10 $ $15,899.33 $ $19,702.85 -J $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ $15,912.15 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above $14,947.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule 1,Line 4 $0.00 from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line a above $15,899.33 report. Some amounts in Column A may be negative 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ $14,959.82 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 e,Part 2 $ $0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts $0.00 anm Lines 2,7,ands(if any). 18. Cash Equivalents........................................ See instructions on reverse $ 19. Outstanding Debts......................... Add Line 2+Line gin Column 8 above $ $7,000.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772) Lugar, Robin To: 'William S. Rea CPA(William Rea@MSN.Com)' Cc: Flynn, Joan; 'fred4hbcitycouncil@verizon.net' Subject: Speaker Campaign Documents Attachments: Speaker 2nd PE Statement Amendments.pdf; Speaker Amendment request.pdf; Form410.pdf Hi William, Please find attached a copy of my October email requesting amendments to Fred's Pre- election Statement for the filing period of 7-01-10 to 9-30-10. In addition, I attached pages requiring amendments in his second Pre-election Statement for the filing period of 10-1-10 to 10-16-10 (the yellow sticky notes provide these instructions): Page 7 of 10 - Name of Business required in boxes marked self-employed (Fred Speaker) Page 9 of 10 - Contact the FPPC for direction about listing Fred as a Payee for civic donations, travel/lodging/meals, etc. To close Fred's committee you will need to file a semi-annual statement (activity through 12-31-10) marked "termination" - due to our office no later than January 31, 2011. You will also need to file a 410 Termination Statement with the Secretary of State (see attached form for filing instructions). Questions on the information provided above should be directed to the FPPC at 1-866- 275-3772. Thank you! Rabin Lugar, CIVIC Assistant City Clerk City of Huntington Beach 2000 Main Street Huntington Beach CA 92648 (714) 536-5405 i Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period ® - Summary Page to whole dollars. from 10/01/2010 ® - SEE INSTRUCTIONS ON REVERSE through 10/16/2010 Page 3 of 10 NAME OF FILER I.D. NUMBER Committee to Elect Fred Speaker to Huntington Beach City Council 2010 1318576 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDARYEAR (FROM ATTACHED SCHEDULES) TOTALTODATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A,Line $ $6,575.00 $ $36,298.00 2. Loans Received Schedule B,Line 3 000 00 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ $6,575.00 $ $43,298.00 20. Contributions Received $ $ 4. Nonmonetar Contributions.................................... Schedule $0.00 $0.00 Y 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ $6,575.00 $ $43,298.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ $9,834.40 $ $29,537.25 Candidates 7. Loans Made............................................................. Schedule H,Line 3 $0.00 $0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ $9,834.40 $ $29,537.25 (If Subjectto Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...............................Schedule F Line 3 $0.00 $0.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................Schedule C,Line 3 $0.00 $0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ $9,834.40 $ $29,537.25 Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ $14,959.82 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3above $6,575.00 amounts in Column Ato the corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule 1,Line 4 $0.oo from Column B of your last reported in Column B. 40 report. Some amounts in 834. 15. Cash Payments.................................................. Column A,Line 8 above $9, Column A may be negative 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ $11,7 0 0.42 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 $ $0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts arny)Lines 2, 7, and 9 (if $ 18. Cash Equivalents........................................ See instructions on reverse $ o.00 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ $7,000.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Lugar, Robin To: William.S. Rea Cc: Flynn, Joan Subject: Request for Amendment to Speaker Pre-election Statement(7/1/10 to 9/30/10) Hi William, The City Clerk has completed review of pre-election statements filed in Huntington Beach on October 5,and requests that you file a 460 Amendment that corrects the following identified errors: Schedule A, Page 5: Include name of business for Buys, Humble, Ruzak Schedule A,Page 6: Include name of business for Stahl,Wakim,Whitt,Speaker Schedule A,Page 7: Include name of business for Chittick Schedule A,Page 8: include name of business for Sassounian Schedule A, Page 10: Include name of business for Sassounian If you have any questions,please the FPPC at 1-866-275-3772. Robin F.Lugar,CMC -Assistant Citv Clerk Cit<,-of Huntington Beach 2000 Main Street Huntington Beech CA 92t�48 (714)536-5405 (714):374-1557 fax rlugar[&surfeijy- hb.org Apply for passports in the Cite Clerk's Office' i Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE Amounts may be rounded Statement covers period �ALIF© - . Summary Rage to whole dollars. d from 07/01/2010 FORM SEE INSTRUCTIONS ON REVERSE I through 09/30/2010 Page 3 of 27 NAME OF FILER I.D. NUMBER Committee to Elect Fred Speaker to Huntington Beach City Council 2010 1318576 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDARYEAR Runningin Both the State Primary and (FROM ATTACHED SCHEDULES) TOTALTODATE r General Elections 1. Monetary Contributions ........................................... Schedule A,Line $ $16,447.00 $ $29,723.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule B,Line -$1,500.00 $7,000.00 3. SUBTOTALCASH CONTRIBUTIONS ......................... Add Lines 1+2 $ $14,947.oo $ $36,723.o0 20. Contributions Received $ $ 4. • Nonmonetary Contributions.................................... Schedule C,Line 3 • $0.00 $0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ..••••..••••..............•AddLines3+4 $ $14,947.00 $ $36,723.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ $15,899.33 $ $19,702.85 Candidates 7. Loans Made............................................................. Schedule H,Line 3 $0.00 $0.00 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 $ $15,899.33 $ $19,702.85 (Ifsubjectto Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills)...............................Schedule F Line 3 $0.00 $0.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................ScheduleC,Line $0.00 $0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ $15,899.33 $ $19,702.85 $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ $15,912.1s To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above $14,947.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule I,Line 4 $o.00 from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line 8 above $15,899.33 report. Some amounts inColumn A may be negative 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ $14,95 9.8 2 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 e,Part 2 $ $0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2, 7, and 9(if $o.00 any). 18. Cash Equivalents........................................ See instructions on reverse $ 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ $7,000.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Campaign Disclosure Statement Type or print in ink SUMMARYPAGE Amounts may be rounded Statement covers period Summary Page to whole dollars F2O- NAME from 01/01SEE INSTRUCTIONS ON REVERSE through 06/30/2010 Page 3 OF FILER ID NUMBER Committee to Elect Fred Speaker to Huntington Beach City Council 2010 131B576 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDARYEAR Running In Both the State Prima and (FROM ATTACHED SCHEDULES) TOTALTODATE 9 Primary General Elections $13 276 00 $13 276 00 1 Monetary Contributions Schedule Linea $ $ 2 Loans Received Schedule Line $5 000 00 $8 500 00 1/1 through 6/30 7/1 to Date 3 SUBTOTAL CASH CONTRIBUTIONS Add Lines 1+2 $ $18 276 00 $ $zl 776 00 20 Contributions Received $ $ 4 Nonmonetary Contributions Schedule Line $0 00 $0 00 21 Expenditures 5 TOTAL CONTRIBUTIONS RECEIVED Add Lines 3+4 $ $18 276 00 $ $21 776 00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6 Payments Made Schedule Line $ $3 803 52 $ $3 803 52 Candidates 7 Loans Made Schedule H Line 3 $0 00 $0 Co 22 Cumulative Expenditures Made 8 SUBTOTALCASH PAYMENTS Add Lines 6+7 $ $3 803 52 $ $3 803 52 (lfSubtecttoVol ntaryExpendt re Limit) 9 Accrued Expenses (Unpaid Bills) Schedule Line $0 00 $0 00 Date of Election Total to Date 10 Nonmonetary Adjustment Schedule Linea $0 00 $0 00 (mm/dd/yy) 11 TOTAL EXPENDITURES MADE Add Lines 8+9+10 $ $3 803 52 $ $3 803 52 J $ Current Cash Statement $ 12 Beginning Cash Balance Pre vious Summary Page Line 16 $ $1 439 67 To calculate Column B add 13 Cash Receipts Column A Line 3 above $18 276 00 amounts in Column A to the corresponding amounts Amounts in this section may be different from amounts 14 Miscellaneous Increases to Cash Schedule 1 Line 4 $0 00 from Column B of your last reported in Column B 15 Cash Payments Column A Line 8 above $3 803 52 report Some amounts in Column A may be negative 16 ENDING CASH BALANCE Add Lines 12+13+14 then subtract Line 15 $ $15 912 15 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 00 for this calendar year only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2 7 and 9(If any) 18 Cash Equivalents See instructions on reverse $ So 00 19 Outstanding Debts Add Line 2+Line 9 in Column B above $ $8 500 00 FPPC Form 460(January/05) FPPC Toll Free Helpline 866/ASK FPPC(8661275 3772)