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HomeMy WebLinkAbout2014_07_16 Semiannual Form 460 - Mary-Lynne Bernald Recipient Committee Type or print in Ink. Date Stamp - , Cover Page (Government Code Sections 84200-84216.5) 1 Statement covers period Date of election if applicable: D _ 1/1/2014 (Month, Day, Year) age of 7 from JUL 1 6 2014 For Official Use Only SEE INSTRUCTIONS ON REVERSE through 6/30/2014 11/4/2014 1. Type of Recipient Committee: All Committees—Complete Parts 1,2,3,and 4. 2. Type of Statement: By ® Officeholder,Candidate Controlled Committee ❑ Ballot Measure Committee ❑ Preelection Statement ❑ Quarterly Statement Q State Candidate Election Committee O Primarily Formed ® Semi-annual Statement ❑ Special Odd-Year Report Q Recall Q ControlledTermination Statement (Also Complete Part 5) 0 Sponsored ❑ E] Supplemental Preelection (AlsoConsoredomplete Part ) ❑ Amendment(Explain below) Statement-Attach Form 495 ❑ General Purpose Committee Q Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER Treasurer(s) 1365458 COMMITTEE NAME(OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER Mary-Lynne Bernald for Council 2014 Judy L Johnstone MAILING ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODOPHONE Saratoga, CA 95070 CITY STATE ZIP CODE AREA CODE/PHONE NAME OF ASSISTANT TREASURER, IF ANY Saratoga CA 95070 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 Saratoga, CA 95070 OPTIONAL: FAX/ E-MAIL ADDRESS OPTIONAL: FAX/ E-MAIL ADDRESS jljohnstone@sbcglobal.net 4. Verification 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 under the laws of the State of California that the foregoing is true and correct. Executed on' O _ By Date Sign tureotTreasurerorAsslstantTreasurer Executed on-1 5 J 0 t u ao 14 By Signature of Co Iling Office(Alder,Candidate,State Measure Proponentor Responsible Officer of Sponsor Executed on By Date Signature of Controlling Officeholder,Candidate,Staff Measure Proponent Executed on 460 By June/01 Date Signature of Controlling Officeholder,Candidate,State Measure Proponent FPPC Form ( ) FPPC Toll-Free Helpline:866/ASK-FPPC State of California Type or print in ink. COVER PAGE-PART 2 Recipient Committee CALIFORNIA Campaign Statement FORM ' • Cover Page—Para 2 Page 2— of 5. Officeholder or Candidate Controlled Committee 6. Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Mary-Lynne Bernald OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Saratoga City Council RESIDENTIAUBUSINESS ADDRESS (NO,AND STREET) CITY STATE ZIP Saratoga, CA 95070 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)or candidate(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 OFTREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [:] YES F-1NOE] 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:666fASK-FPPC State of California Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Summary Page to whole dollars. Statement covers period a - • , from 01/01/2014 • SEE INSTRUCTIONS ON REVERSE through 6/30/2014 page •3 of 7 NAME OF FILER I.D. NUMBER Mary-Lynne Bernald for Council 2014 1365458 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDAR YEAR Rennin in Both the State Prima and (FROMATTACHEDSCHEDULES) TOTAL TO DATE 9 Primary 2875.00 2875.00 General Elections 1. Monetary Contributions ........................................... Schedule A,Linea $ $ 2. Loans Received ...................................................... Schedules,Linea 2000.00 2000.00 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 4875.00 $ 4875.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0 Q 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 4875.00 $ 4875.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ... Schedule E,Line 4 $ 645.00 $ 645.00 Candidates 7. Loans Made ...... ......... Schedule H,Line 3 0 0 ..................... ..................... .... 64500 645.00 22. Cumulative Expenditures Made" . 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+ 7 $ $ (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills)...............................Schedule Linea 0 0 Date of Election Total to Date 10. Nonmonetary Adjustment Schedule C,Linea 0 0 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+ 10 $ 645.00 $ 645.00 $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 0 To calculate Column B,add -J $ 13.Cash Receipts Column A,Line 3 above 4875.00 amounts in Column A to the corresponding amounts 14.Miscellaneous Increases to Cash........................... Schedule 1,Line 4 0 from Column B of your last $ 15.Cash Payments ..................... Column A,Line s above 645.00 report. Some amounts in Column A may be negative 423000 figures that should be -�-� $ . 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ g 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 $ 0 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 19. Outstanding Debts......................... Add Line 2+Line 9 in Column S above $ 0 FPPC Form 460 (June/01) FPPC Toll-Free Helpline: B66/ASK-FPPC Schedule Type or print in ink. SCHEDULE A Amounts may be rounded Statement covers period Monetary Contributions Received to whole dollars. • • , from 1/1/2014 - • SEE INSTRUCTIONS ON REVERSE through 6/30/2014 Page�E of -7 NAME OF FILER I.D. NUMBER `"1 c•.r -- L ,�,�c, d��r c�\d; -G�r C�« �:i - 131, S 45 g FULL NAME,STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE (IF COMMITTEE,ALSO ENTER I.D.NUMBER) CONTRIBUTOR 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) 4/19/2014 Charlene Low and Henryurakami ®IND Vice-President, $150.00 $150.00 ry ❑COM 7 PTY UBS Financial Services []SCC IND 4/25/2014 Barry Fernald ®❑COM Architect, $100 $100 ❑PTY ❑SCC 4/19/2014 Joseph F Ruiz g]COM IND Attorney $250. $250. 7 PTY Law ❑SCC IND 5/1/2014 Lydia and Steve Fox ICOM retired $500. $500. 7 PTY []SCC 5/6/2014 Don & Judy Johnstone ®❑COM IND retired $100. $100. ❑PTY [:]SCC SUBTOTAL$ 1100. Schedule A Summary "Contributor Codes 1. Amount received this period—contributions of$100 or more. IND—Individual (Include all Schedule A subtotals.) ... ,$ 2750.00 COM—Recipient Committee (other than PTY or SCC) 2. Amount received this period—unitemized contributions of less than$100 $ 125.00 OTH—Other ............................................. PTY—Political Party 3. Total monetary contributions received this period. SCC—small contributor committee (Add Lines 1 and 2.Enter here and on the Summary Page, Column A,Line 1.)....................... TOTAL $ 2875.00 FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 666/ASK-FPPC Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period to whole dollars. 1/1/2014 • •CALIFORNIA • 1 from through 6/30/2014 Page 5 of NAME OF FILER I.D,NUMBER t'1 oar -►- v%r e d�-c \ `� C" C_% 1 ac) 13(. S 4 5 g DATE FULL NAME,STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVETO DATE PER ELECTION RECEIVED (IF COMMITTEE,ALSO ENTER I.D.NUMBER) CODE* OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF•EMPLOYED,ENTER NAME PERIOD (JAN. 1 .DEC.31) (IF REQUIRED) OF BUSINESS) 5/15/2014 Ravi Prabhakar ®MCOM IND marketing and sales, $300.00 $300.00 ❑PTY M SCC 5/22/2014 Alexandra Nugent ®IND retired $100.00 $100.00 ❑COM ❑PTY ❑SCC 6/19/21014 David Moyles g]COM IND Attorney, David Moyles $150.00. $150.00 M PTY ❑SCC 6/19/21014 Nancy and Chris Miller JECOM IND retired $100.00 $100.00. ❑PTY ❑SCC 6/19/21014 Mary Ellen and Michael Fox ❑]IND Chairman, M.E. Fox $1000.00 $1000.00 ❑PTY ❑SCC SUBTOTAL$ 1650.00 'Contributor Codes IND—Individual COM—Recipient Committee (other than PTY or SCC) OTH—Other PTY—Political Party FPPC Form 460 (June/01) SCC—Small Contributor Committee FPPC Toll-Free Helpline: 866/ASK-FPPC Type or print in ink. SCHEDULEB-PART1 Schedule B—Part 1 Amounts may be rounded Statement covers period= CALIFORNIA ' Loans Received to whole dollars. 1/1/2014 460 7 SEE INSTRUCTIONS ON REVERSE through 6/30/2014 page � of—L— NAME OF FILER I.D. NUMBER Mary-Lynne Bernald for Council 2014 1365458 IF AN INDIVIDUAL, ENTER AMOUNT INTEREST ORIGINAL CUMULATIVE FULL NAME,STREET ADDRESS AND ZIP CODE OUTSTANDING tb) (o) OUTSTANDING e) � OCCUPATION AND EMPLOYER AMOUNT PAID OF LENDER BALANCE RECEIVED THISBALANCE AT PAID THIS AMOUNT OF CONTRIBUTIONS (IF SELF-EMPLOY ED,ENTER BEGINNING THIS OR FORGIVEN CLOSE OF THIS (IF COMMITTEE,ALSO ENTERI.D.NUMBER) NAMEOFBUSINESS) RIOD_ PERIOD THIS PERIOD" p PERIOD LOAN TO DATE Mary-Lynne Bernald ❑PAID CALENDAR YEAR ❑FORGIVEN RATE PER ELECTION— $ 0 $ 2000 $ 0 $ 0 3/17/2014 $ t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATEDUE DATE INCURRED ❑PAID CALENDAR YEAR ❑FORGIVEN RATE PER ELECTION""' $ S $ $ S 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 $ 2000.00 $ 0 $ 2000.00 $ 0 (Enter(e)on Schedule B Summary schedule E,Line 3) 1. Loans received this period ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,$ 2000. ......................................................... 00 •Amounts forgiven or paid by (Total Column(b)plus unitemized loans less than$100.) another party also must be 2. Loans paid or forgiven this period .........................................................................................................$ 0 reported on Schedule A. (Total Column(c)plus loans under$100 paid or forgiven.) _•If required, (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 $ 2000.00 Enter the net here and on the Summary Page, Column A,Line 2. (Maybe a negative number) t Contributor Codes IND–Individual COM–RecipientCommittee(otherthanPTYorSCC) OTH–Other PTY–Political Party SCC–Small Contributor Committee FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 666/ASK-FPPC Schedule E Type or print in ink. SCHEDULE EStatement covers period , Payments Made Amounts may be rounded pCALIFORNIA , y to whole dollars. 01/01/2014 • ' from SEE INSTRUCTIONS ON REVERSE through 06/30/2014 Page--'7— of NAME OF FILER I.D. NUMBER Mary-Lynne Bernald for Council 2014 1365458 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. 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 United States Post Office Pony Express Printing " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 392.73 Schedule E Summary 1. Payments made this period of$100 or more.(Include all Schedule E subtotals.) .... ........... $ 392.73 2. Unitemized payments made this period of under$100 ,,,,,,,,,,,,,,,,,,,,,,,,„..,,,,,.............................. $ 252.23 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 $ 644.96 FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC