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HomeMy WebLinkAboutShaw, Joe - 2009 FPPC Campaign Disclosure Forms For 2010 Ele (2) Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE Amounts may be rounded Statement covers period ® - from Summary page to whole dollars. 07/01/2009 ®- SEE INSTRUCTIONS ON REVERSE through 12/31/2009 Page 3 of 27 NAME OF FILER I.D. NUMBER Shaw For City Council 2010 1318702 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHIS PERIOD CALENDARYEAR (FROMATTACHED SCHEDULES) TOTALTO DATE Running in Both the State Primary and 00 1. Monetary Contributions ........................................... Schedule A,Line 3 $ 13355. $ 14005.00 General Elections 2. Loans Received ...................................................... Schedule e,Line 3 0.00 Q.00 111 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines l+2 $ 13355.00 $ 14005.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Iines3+4 $ 13355.00 $ 14005.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ 4443.65 $ 4450.10 Candidates 7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00 4443.65 4450.10 22• Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ $ (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 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+s+10 $ 4443.65 $ 4450.10 $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 643.55 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above 13355.00 amounts in Column A to the 00 corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... schedule 1,Line 4 0. from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line 8 above 4443.65 report. Some amounts in Column A may be negative 16.ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 9554.90 figures that should be subtracted from previous 1f this is a termination statement, Line 16 must be zero. I 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 E uivalents and Outstandin Debts from Lines 2,7, ands(if �l 9 any). 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line gin Column B above $ 0.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:8661ASK-FPPC(8661275-3772) Schedule D SCHEDULED Summary of Expenditures Type or print in ink. p Amounts may be rounded Statement covers period , Supporting/Opposing Other to Whole dollars. ®� Candidates,Measures and Committees from 07/01/2009 SEE INSTRUCTIONS ON REVERSE through 12/31/2009 page 18 of 27 NAME OF FILER I.D. NUMBER Shaw For City Council 2010 1318702 DATE NAME OF CANDIDATE,OFFICE,AND DISTRICT,OR TYPE OF PAYMENT DESCRIPTION AMOUNTTHIS CUMULATIVE TO DATE PER ELECTION MEASURE NUMBER OR LETTER AND JURISDICTION, (IF REQUIRED) CALENDAR YEAR TO DATE ORCOMMITfEE PERIOD (JAN.1-DEC.31) (IF REQUIRED) Democratic Party Of Orange County Monetary Contribution ❑ Nonmonetary 11/16/2009 150.00 450 Contribution ❑ Independent 13 Support ❑ Oppose Expenditure Democratic Party Of Orange County Monetary Contribution 1 ❑ Nonmonetary 2/02/2009 Contribution 300.00 450 ❑ Independent [X Support ❑ Oppose Expenditure Elections Committee Of The County Of Monetary Orange-State Account Contribution ❑ Nonmonetary 09/16/2009 150.00 350 Contribution ❑ Independent [� Support ❑ Oppose Expenditure SUBTOTAL $ 600.00 Schedule D Summary 1. Itemized contributions and independent expenditures made this period.(Include all Schedule D subtotals.)......................................................... $ 800.00 2. Unitemized contributions and independent expenditures made this period of under$100..................................................................................... $ 55.00 3. Total contributions and independent expenditures made this period. Add Lines 1 and 2. Do not enter on the Summary Page.) TOTAL $ 855.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Schedule D (Continuation Sheet) Type or print in ink. SCHEDULED(CON Summary of Expenditures Amounts may be rounded Statement covers period CALIFORNIA, to whole dollars. Supporting/Opposing Other from 07/01/2009 FORK. Candidates,Measures and Committees through 12/31/2009 Page 19 of 27 NAME OF FILER I.D.NUMBER Shaw For City Council 2010 1318702 DATE NAME OF CANDIDATE,OFFICE,AND DISTRICT,OR TYPE OF PAYMENT DESCRIPTION AMOUNTTHIS CUMULATIVE TO DATE PER ELECTION MEASURE NUMBER OR LETTER AND JURISDICTION, (IF REQUIRED) CALENDAR YEAR TO DATE ORCOMMITTEE PERIOD (JAN.1-DEC.31) (IF REQUIRED) Elections Committee Of The County Of Orange-State Account Monetary Contribution 10/26/2009 ❑ Nonmonetary 200.00 350 Contribution ❑ Independent ®(Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure SUBTOTAL $ 200.00 FPPC Form 460(January105) FPPC Toll-Free Helpline:866/ASK FPPC(8661275-3772) Type or print in ink. COVER PAGE-PART 2 Recipient Committee Campaign Statement ®. ® • Cover Page — Part 2 Page 2 of 5 5. Officeholder or Candidate Controlled Committee 6. Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Joe Shaw OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLIC LOT NO.OR LETTER JURISDICTION ❑ SUPPORT City Council Member, City of Huntington Beach ❑ OPPOSE RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP 8272 Grant Dr. Huntington Bea CA 92646 Identify the controlling officeholder,candidate,or state measure proponent,if any. 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 I.D.NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7. Primarily Formed Committee List names of officeholder(s)orcandidate(s)for which this committee is primarily formed. ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE COMMITTEE NAME I.D.NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF TREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ YES ❑ NO ❑ SUPPORT ❑ OPPOSE COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460(June/01) FPPC Toll-Free Helpline:866/ASK-FPPC State of California Campaign Disclosure Statement Type or print in ink. SUMMAW PAGE Amounts may be rounded Statement covers period FF Summary Page to whole dollars. ® 0from 01/01/2009SEE INSTRUCTIONS ON REVERSE through 06/30/2009 5 NAME OF FILER I.D.NUMBER Shaw For City Council 2010 1318702 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDAR YEAR Running In Both the State Prima and (FROM ATTACHED SCHEDULES) TOTALT O DATE g 00 1. Monetary Contributions ................................................ Schedule A,Line 3 $ 650. $ 650.00 General Elections 0.00 0.00 1/1 through 6130 7/1 to Date 2. Loans Received............................................................. schedule e,Line 7 3. SUBTOTAL CASH CONTRIBUTIONS............................. Add Lines 1+2 $ 650.00 $ 650.00 20. Contributions Received $ $ 4. Nonmonetary Contributions ........................................ schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED...............................Add Lines 3+4 $ 650.00 $ 650.00 Made $ $ Expenditures Dade Expenditure Limit Summary for State 6. Payments Made............................................................. schedule E,Line 4 $ 6.45 $ 6.45 Candidates 7. Loans Made.................................................................... schedule H,Line 7 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS......................................... Add Lines 6+7 $ 6.45 $ 6.45 (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 0.00 (mm/dd/yy) 11.TOTAL EXPENDITURES MADE ...................................Add Lines 6+9+10 $ 6.45 $ 6.45 J $ Current Cash Statement $ 12.Beginning Cash Balance.......................... Previous Summary Page,Line 16 $ 0.00 To calculate Column B,add J $ 13.Cash Receipts ......................................................... Column A,Line 3 above 650.00 amounts in Column A to the 0.00 corresponding amounts 14.Miscellaneous Increases to Cash.............................. schedule 1,Line 4 from Column B of your last -�-J $ 15.Cash Payments .............. 6.45 report. Some amounts in ......................................... Column A,Line 6 above 55. Column A may be negative $ fi ures that 16.ENDING CASH BALANCE............Add Lines 12+13+14,then subtract Line 15 $ 643 9 hat should be subtracted from previous If this is a termination statement,Line 16 must be zero. period amounts. If this is `_/ J $ the first report being filed 17.LOAN GUARANTEES RECEIVED .............................. Schedule B,Part 2 $ 0.00 for this calendar year,only carry over the amounts *Since January 1,2001. Amounts in this section may be from Lines 2,7,and 9(if different from amounts reported in Column B. Cash Equivalents and Outstanding Debts any). 18. Cash Equivalents ................................. See instructions on reverse $ 0.00 19. Outstanding Debts............................ Add Line 2+Line s in Column B above $ 0.00 FPPC Form 460(June/01) FPPC Toll-Free Helpline:866/ASK-FPPC e Schedule A Type or print in ink. SCHEDULE A Amounts may be rounded Statement covers period Monetary Contributions Received to whole dollars. 01/01/2009 FO ® 6 from ORK through 06/30/2009 page 4 of 5 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D.NUMBER Shaw For City Council 2010 1318702 IF AN INDIVIDUAL,ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE FULL NAME,STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF COMMITTEE,ALSO ENTER I.D.NUMBER) CO D (1F SELF-EMPLOYED,ENTER NAME PERIOD (JAN.1-DEC.31) (IF REQUIRED) OF BUSINESS) ®IND Professor $500.00 P2010 ❑COM 0611012009 ❑OTH Cerritos Community 250.00 500.00 8401 Sweetwater Cir El O� College Huntington Beach N]IND Professor $500.00 P2010 Constance Boardman ❑COM 06/10/2009 ❑OTH Cerritos Community 250.00 500.00 8401 Sweetwater Cir ❑P1Y College Huntington Beach CA 92646 ❑SCC ®IND Communications Director $100.00 P2010 Eric Bradley ❑COM 06/30/2009 El POT Gordon&Schwenkmeyer 100.00 100.00 4105 Colorado St ❑SCC Lon Beach CA 90814 ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑Ply ❑SCC SUBTOTAL$ 601 00 Schedule A Summary "Contributor Codes 1. Amount received this period—contributions of$100 or more. IND—Individual 600.00 COM—Recipient Committee (Include all Schedule A subtotals.)................................................................................................. $ (other than PTY or SCC) 50.00 OTH—Other 2. Amount received this period—unitemized contributions of less than $100 ......................................... $ PTY—Political Parry 3. Total monetary contributions received this period. SCC—Small Contributor Committee (Add Lines 1 and 2. Enter here and on the SummaryPage, Column A, Line 1. TOTAL $ 650.00 FPPC Form 460(Junel01) FPPC Toll-Free Helpline:866/ASK-FPPC SCHEDULE E Schedule E Type or print in ink. Statement covers period1!! Pa meats Made Amounts may be rounded Y to whole dollars. 01/01/2009fromSEE INSTRUCTIONS ON REVERSE through 06/30/2009 5 NAME OF FILER Shaw For City Council 2010 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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 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 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 AMOUNT PAID *Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Schedule E Summary 1. Payments made this period of$100 or more. Include all Schedule E subtotals. 0 2. Unitemized payments made this period of under$100 ......................... ..................................... $ 6.45 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) ............................................. $ 0 4. Total payments made this period. Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A Line 6.) TOTAL $ 6.45 FPPC Form 460(Junel01) FPPC Toll-Free Helpline:866/ASK FPPC A Statement of Organization `6 'X V14 STATEMENT OF ORGANIZATION Recipient Committee Type or print in ink ,�����2Dail tin", tafiof Ir Statement Type Initial Amendment Termination—See Pa 0,11ce vne _?1stW; For Official Use Only Not yet qualified FK or List I.D. number: List I.D. number. 3 10: 37 60, S DESFUN, Date qualified as committee Date qualified as committee Date of Termination 0i "J, (if applicable) so 1. Committee Information 2. Treasurer and Other Principal Officers NAME OF COMMITTEE NAME OF TREASURER Shaw for City Council 2010 Kinde Durkee STREET ADDRESS 1212 S.Victory Blvd. STREET ADDRESS(NO P.O.BOX) CITY STATE ZIP CODE ARE 1212 S.Victory Blvd. Burbank CA 91502 818-260-0669 CITY STATE ZIP CODE AREA CODE/PHONE NAME OF ASSISTANT TREASURER,IF ANY Burbank CA 91502 818-260-0669 STREET ADDRESS MAILING ADDRESS(IF DIFFERENT) CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX/E-MAIL ADDRESS 877-260-0657 NAME AND POSITION OF OTHER PRINCIPAL OFFICER(S),IF APPLICABLE COUNTY OF DOMICILE COUNTY WHERE COMMITTEE IS ACTIVE IF DIFFERENT THAN COUNTY OF DOMICILE MAILING ADDRESS Los Angeles Orange CITY STATE ZIP CODE AREA CODE/PHONE Attach additional information on appropriately labeled continuation sheets. 3. Verification I have used all reasonable diligence in preparing this statement and to the best of my knowledge the information contained 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 Kinde DurkeL/ DATE SIGNATURE SURER OR ASSISTANT TREASURER Executed on Joe Shaw DATE SIGNATURE OF �COr 1ING OFFitZFIOLDER,CANDIDATE,OR STATE MEASURE PROPONENT_7 Executed on k DATE SIGNATURE OF CONTROLLING OFFICEHOLDER,CANDIDATE,OR STATE MEASURE PROPONENT Executed on DATE SIGNATURE OF CONTROLLING OFFICEHOLDER,CANDIDATE,OR STATE MEASURE PROPONENT FPPC Form 410(Jan/03) FPPC Toll-Free HeInline:866/ASK-FPPC Statement of Organization STATEMENT OF ORGANIZATION Recipient Committee ®® � 41 10" INSTRUCTIONS ON REVERSE Page 2 COMMITTEE NAME I.D.NUMBER Shaw for City Council 2010 4. Type of Committee Complete the applicable sections. 0 •1 0 • List the name of each controlling officeholder,candidate,or state measure proponent. If candidate or officeholder controlled,also list the elective office sought or held,and district number, if any,and the year of the election. • List the political party with which each officeholder or candidate is affiliated or check"non-partisan." • If this committee acts jointly with another controlled committee,list the name and identification number of the other controlled committee. ELECTIVE OFFICE SOUGHT OR HELD NAME OF CANDIDATE/OFFICEHOLDER/STATE MEASURE PROPONENT (INCLUDE DISTRICT NUMBER IF APPLICABLE) YEAR OF ELECTION PARTY ® Non-Partisan Joe Shaw Huntington Beach 2010 • List the financial institution where the campaign bank account is located(controlled"candidate election"committees only) NAME OF FINANCIAL INSTITUTION AREA CODE/PHONE BANK ACCOUNT NUMBER First California Bank 310-282-6733 �0 I - &OC11 s I ADDRESS CITY STATE ZIP CODE 1880 Century Park East Los Angeles CA 90067 Primarily formed to support or oppose specific candidates or measures in a single election. List below: CANDIDATE(S)NAME OR MEASURE(S)FULL TITLE(INCLUDE BALLOT N0.OR LETTER) CANDIDATE(S)OFFICE SOUGHT OR HELD OR MEASURE(S)JURISDICTION (INCLUDE DISTRICT NO.,CITY OR COUNTY,AS APPLICABLE) CHECK ONE SUPPORT OPPOSE 0 0 SUPPORT OPPOSE FPPC Form 410(Jan/03) FPPC Toll-Free Helpline:866/ASK-FPPC COROMCO P. � COUNTY OF LOS ANGELES R REGISTRAR-RECORDER/COUNTY CLERK = 12400 Imperial Hwy.—P.O. Box 1024, Norwalk, California 90651-1024-www.lavote.net (562)462-2339 • Fax(562)651-2548 �ANG E5' DEAN C.LOGAN Registrar-Recorder/County Clerk June 30, 2009 Huntington Beach City Clerk PO Box 190 Huntington Beach, CA 92648 Dear City Clerk: Pursuant to the Political Reform Act (PRA) the enclosed statement is being sent to you as the official filing officer. If you have any questions, please contact the Campaign Finance Disclosure Section at (562) 462-2339. Sincerely, DEAN C. LOGAN Registrar-Recorder/County Clerk CHARLENE D. CRUZ Section Head, • Campaign Finance Disclosure Section CDC:ty Enclosure: Shaw for City Council 2010