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HomeMy WebLinkAbout2011 Recipient Comm ittee COVER PAGE Type or print in ink. Date Stamp Campaign Statement ' Cover Page RECEIVED • (Government Code Sections 84200 - 84216.5) Page 1 of 5 Statement covers period Date of election if applicable: APR 1 9 J 201 q from 01 -01 -2011 (Month, Day, Year) For Official Use Only WT Y CLERKS DEPT, SEE INSTRUCTIONS ON REVERSE through 03 -31 -2011 ti 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. 2. Type of Statement: ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement O State Candidate Election Committee Committee ❑ Semi - annual Statement ❑ Special Odd -Year Report Q Recall Q Controlled � Termination Statement E] Supplemental Preelection (Also Complete Part S) Q Sponsored Also file a Form 410 Termination (Also Complete Part 6) (Also Statement - Attach Form 495 ❑ General Purpose Committee ❑ Amendment (Explain below) O Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee Q Political Party /Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER Treasurer(s) 1229403 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER Committee to Re -elect Ron Roberts Jeanne Roberts MAILING ADDRESS 41140 Avenida Verde STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE 41140 Avenida Verde Temecula CA 92591 951 - 767 -2004 CITY STATE ZIP CODE AREA CODE /PHONE NAME OF ASSISTANT TREASURER, IF ANY Temecula C A 92591 951 - 694 -6440 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS OPTIONAL: FAX / 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 perjury u nder the laws of the State of California that the foregoing is true and correct. Executed on _• / By +' Date ignaur Tr surer or Assistant Treasurer Executed on LI ' ' I By Date Signature of Controlling Officeholder. Candidate, State Measure Proponent or Responsible Officer of Sponsor Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (8661275 -3772) State of California Recipient Committee Type or print in ink. COVER PAGE - PART 2 Campaign Statement CALIFORNIA F O Cover Page — Part 2 Page 2 of 5 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE R on Ro i OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION rE:j SUPPORT City Council - Temecula OPPOSE RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 4114 Avenida Verde Temecula CA 92591 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 Candidate /Officeholder Committee List names of F1 YES F NO officeholder(s) or candidate(s) for which this committee is primarily formed. 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 STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (8661275 -3772) State of California Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Summa Page Amounts may be rounded Statement covers period - Summar 9 to whole dollars. 0 ' from 01 -01 -2011 • - Ili SEE INSTRUCTIONS ON REVERSE through 03 -31 -2011 Page 3 of 5 NAME OF FILER I.D. NUMBER Committee to Re -elect Ron Roberts 1229403 Column Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDAR YEAR Running In Both the State Prima (FROMATTACHED SCHEDULES) TOTALTODATE g i y and r General Elections 1. Monetary Contributions ............ ............................... Schedule A, Lines $ 4,241.01 $ 4,241.01 2. Loans Received ....................... ............................... Schedule B, Lines - 10,000 - 10,000 1/1 through 6/30 7/1 to Date 3. SUBTOTALCASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ - 5,758.99 $ - 5,758.99 20. Contributions Received $ $ 4. Nonmonetary Contributions ..... ............................... Schedule c, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ••• .... ....................AddLines3 +4 $ - 5,758.99 $ - 5,758.99 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ........................ ............................... Schedule E, Line 4 $ 0 $ 0 Candidates 7. Loans Made .............................. ............................... schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS ..... ............................... Add Lines s +7 $ 0 $ 0 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure limit( 9. Accrued Expenses (Unpaid Bills Schedule F Line 3 0 0 Date of Election Total to Date 10. Nonmonetary Adjustment ........... ............................... Schedule C, Line 0 0 (mm /dd /yy) 11. TOTAL EXPENDITURES MADE .... ............................Add Lines 8 + 9 + 10 $' 0 $ 0 -J� $ Current Cash Statement $ 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 5,758 To calculate Column B, add 13. Cash Receipts .............. ..................................... Column A, Line 3 above - 5 ,758.99 amounts in Column A to the 0 corresponding amounts *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 . from Column B of your last reported in Column B. 15. Cash Payments ................... ............................... Column A, Line 8 above 0 report. Some amounts in Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 0 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 $ n/a for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2, 7, and 9 (if 18. Cash Equivalents ......... ............................... See instructions on reverse $ 0 y). 19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ 0 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule A Type or print in, ink. SCHEDULE A Monetary Contributions Received Amounts may be rounded Statement covers period to whole dollars. CALIFORNIA . , from 01 -01 -2011 . through 03 -31 -2011 4 5 row SEE INSTRUCTIONS ON REVERSE g Page of NAME OF FILER LD. NUMBER Committee to Re -elect Ron Roberts 1229403 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION ( COMMITTEE, ALSO ENTER I.D. NUMBER) OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) WIND 01 -28 -2011 41981 Ave Jeff Comm Vo ❑COM President $2,500.00 $2,500.00 Avenida Vista Ladera E] OTH Rancon Development Temecula, CA 92591 ❑ PTY Co. ❑ SCC Chuck Washington ® ICON 02 -01 -2011 31205 Kahwea Road E] OTH Airline Pilot $1,000.00 $1,000.00 Delta Airlines Temecula, CA 92591 ❑ PTY ❑ SCC Ron Roberts WIND 03 -31 -2011 ❑COM Mayor $741.01 $741.01 4140 Avenida Verde E] OTH City of Temecula Temecula, CA 92591 ❑ PTY ❑ ScC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTA $4,241.01 Schedule A Summary 'contributor Codes 1. Amount received this period - itemized monetary contributions.. IND - Individual (Include all Schedule A subtotals.) ......................................................................... ............................... $ $4,241.01 COM - RecipientCommittee (other than PTY or SCC) 2. Amount received this period - unitemized monetary contributions of less than $100 ............................. $ 0 OTH — Other (e.g., business entity) PTY — Political Party 3. Total monetary contributions received this period. SCC -Small contributor committee Add Lines 1 and 2. Enter here and on the Summa Page, Column A, Line 1. $4,241.01 ( Summary 9 ) ....................... TOTAL $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Type or print in ink. SCHEDULER -PART1 Schedule B —Part 1 Amounts may be rounded statement covers period 0 Loans Received to whole dollars. from 01 -01 -2011 • ' 03 -31 -2011 5 5 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Committee to Re -elect Ron Roberts 1229403 IF AN INDIVIDUAL, ENTER a (b) (c) (d) (e) V) (g) FULL NAME, STREET ADDRESS AND ZIP CODE OUTSTANDING AMOUNT AMOUNT PAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OCCUPATION AND EMPLOYER BALANCE BALANCEAT OF LENDER (IF SELF - EMPLOYED. ENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE. ALSO ENTER I.D. NUMBER) NAME OF BUSINE EN PERIOD PERIOD LOAN TO DATE PERIOD THIS PERIOD" PERIOD Ron Roberts Mayor ® PAID CALENDAR YEAR 41140 Avenida Verde City of Temecula $ 9,258.99 $ 0 0 % $ 10,000 $ Temecula, CA 92591 IfZI FORGIVEN RATE PER ELECTION "` $ $10,000 $ 0 $ 741.01 n/a $ 0 07 -27 -10 $ . tv IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDARYEAR ❑ FORGIVEN RATE PER ELECTION "* t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED . ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION" t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED SUBTOTALS $ $ 10,000 $ 0 $ 0 (Enter (e) on Schedule B Summary Schedule E, Line 3) 1. Loans received this period ..................................................................................... ............................... $ 0 (Total Column (b) plus unitemized loans of less than $100.) tContributor Codes 00 IND-individual 2. Loans paid or forgiven this period .......................................................................... ............................... $ $10, COM - RecipientCommittee (Total Column (c) plus loans under $100 paid or forgiven.) (other than PTY or SCC) (Include loans paid by a third party that are also itemized on Schedule A.) OTH — Other (e.g., business entity) PTY — Political Party 3. Net change this period. Subtract Line 2 from Line 1. NET $ - $10,000.00 SCC -Small Contributor Committee Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) 'Amounts forgiven or paid by another party also must be reported on Schedule A. " If required. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772)