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HomeMy WebLinkAbout2020 Recipierrt Committee Date Stamp • _ COVER PAGE Campaign Statement ' • � . - Cover Page Statement covers period Date of election if applicable: �� `(�'�� Page � of 7 JULY 1, 2019 (Month,Day,Year) For o�icia�use on�y from JAN J Q Z��O SEE INSTRUCTIONS ON REVERSE through DEC 31, 2019 RY����� 1. Type of Recipient Committee: All Committees—Complete Parts 1,z,s,and 4. 2. Type of Statement: 0 Officeholder,Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ G2uarterly Statement � State Candidate Election Committee Committee ❑ Semi-annual Statement ❑ Special Odd-Year Report � Recall � Controlled ❑ Termination Statement (AlsoCompletePartS) � Sponsored (Also file a Form 410 Termination) (Also Complete Part 6) ❑ General Purpose Committee ❑ Amendment(Explain below) � Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee � Political Party/Central Committee (AlsoComplefePart7) 3. Committee Information �.D.NUMBER Treasurer(s) 1384102 COMMITTEE NAME(OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER ADAM A. RUIZ FOR TEMECULA CITY COUNCIL JODY D. NOTTINGHAM MAILING ADDRESS STREET ADDRESS(NO P.O.BOX) CITY STATE ZIP CODE AREA CODEIPHONE TEMECULA CA 92590 CITY STATE ZIP CODE AREA CODEIPHONE NAME OF ASSISTANT TREASURER,IF ANY TEMECULA CA 92591 MAILING ADDRESS(IF DIFFERENT)NO.AND STREET OR P.O.BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODEIPHONE CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX/E-MAILADDRESS OPTIONAL: FAX/E-MAILADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contain herein and in the attached schedules is true and complete. I certify under penalty of perjury und the laws of the State of California that the foregoing is tr d orr t. Executed on j � �D� BY {� Date tant Treasurer Executed on " �r �V ��� BY Date Signature of Contr ling iceholder,Candidate,Slate Measu 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(Jan/2016) FPPC Advice:advite@fppc.ta.gov(866/275-3772) I� J . COVER PAGE-PART 2 Recipient Committee Campaign Statement � � � • 1 . - Cover Page — Part 2 Page 2 of � 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE ADAM A. RUIZ OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION ❑ SUPPORT TEMECULA CITY COUNCIL ❑ oPPosE RESIDENTIAUBUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP Identify the controlling officeholder,candidate,or state measure proponent,if any. TEMECULA, CA 92591 NAME OF OFFICEHOLDER,CANDIDATE,OR PROPONENT Related Committees Not Included in this Statement: Listanycommittees not lncluded in thls statement that a►e controlled by you or are primarily formed to receive OFFICE SOUGHT OR HELD DISTRICT NO.IF ANY contributions or make expenditures on beha/f of your candidacy. COMMiTTEE NAME I.D.NUMBER 7. Primarily Formed Candidate/Officeholder Committee List names of NAME OF TREASURER CON7ROLLED COMMITTEE? o�ceholder(s)or candldate(s)for whlch 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 COMMITTEEADDRESS STREETADDRESS (NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necesSary FPPC Form 460(Jan/2016) FPPC Advice:advice@fppc.ca.gov(866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded SUMMARY PAGE Summary Page to whole dollars. Statement covers period � . � , from JULY1, 2019 • � - • � SEE INSTRUCTIONS ON REVERSE through DEC 31, 2019 page 3 of � NAME OF FILER I.D.NUMBER ADAM A. RUIZ 1384102 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDARYEAR (FROMATTACHEDSCHEDULES) TOTALTODATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... scneauieA,Line 3 $ O $ O 1/1 through 6/30 7/1 to Date 2. Loans Received................................................................ scneauie s,Line 3 0 0 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS.............................. Add�ines 9+2 $ 0 $ � Received $ $ 4. Nonmonetary Contributions............................................ scneduie c,Line 3 1,193 2,451 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED....................................Addlines3+4 $ 1,193 $ 2,451 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made................................................................ scneduie E,Line 4 $ 108 $ 254 Candidates 7. Loans Made....................................................................... scneduie H,Line 3 0 0 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS.......................................... Add�ines 6+7 $ 108 $ 254 (If Subject to Voluntary Expenditure Llmlt) 9. Accrued Expenses(Unpaid Bills)..........................................scneduie F�ine s � � Date of Election Total to Date 10. Nonmonetary Adjustment.........................................................scnedu�e c,Line 3 1,193 2,451 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE........................................Add lines 8+9+10 $ 1,301 $ 2,705 �_� $ Current Cash Statement —�� $ 12. Beginning Cash Balance............................ Previous summary Paye,Line 16 $ 222� To calculate Column B, 13. Cash ReCeipts........................................................... ColumnA,�ine 3 above 0 add amounts in Column � A to the corresponding *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash.................................. scnedu�e�,Line 4 amounts from Column B reported in Column B. 15.Cash Payments......................................................... coiumn a,�ine 8 above 108 of your last report. Some 2113 amounts in Column A may 16. ENDING CASH BALANCE ..................Add�ines 12+�3+�4,then subtract Line 15 $ be negative figures that should be subtracted from If this is a termination statement,Line 16 must be zero. previous period amounts. If this is the first report being 17. LOAN GUARANTEES RECEIVED................................ scnedu�e e,Part 2 $ 0 filed for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2,�,and 9(if 18. Cash Equivalents................................................ See instructions on reverse $ 0 any�� 19. OUtSta�d'111g D2btS.............................. Add Line 2+Line 9 in Column e above $ 23,5�� FPPC Fo�m 460(Jan/2016) FPPC Advite:advice@fppc.ca.gov(866/275-3772) www.fppc.ca.gov Schedule A Amounts may be rounded SCHEDULE A Monetary Contributions Received to whole dollars. Statement covers period , � � , � JULY1, 2019 � � from • � through DEC 31, 2019 page 4 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D.NUMBER ADAM A. RUIZ 1384102 DATE FULL NAME,STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL,ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION (IF COMMITfEE,ALSO ENTER I.D.NUMBER) OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED CODE * (IF SELF-EMPLOYED,ENTER NAME PERIOD OF BUSINESS) (JAN.1-DEC.31) (IF REQUIRED) ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC SUBTOTAL$ Schedule A Summary 'Contributor Codes 1. Amount received this period-itemized monetary contributions. iN�-ind�viduai (Include all Schedule A subtotals.) $ O COM—Recipient Committee ......................................................................................................... (other than PTY or SCC) 2. Amount received this period-unitemized monetary contributions of less than $100...........................$ O OTH—Other(e.g.,business entiry) PTY—Political Party 3. Total monetary contributions received this period. scc-smaii contributor committee Add Lines 1 and 2. Enter here and on the Summa Pa e, Column A, Line 1. TOTAL $ � ( ry 9 ) FPPC Form 460(Jan/2016) FPPC Advice:advice@fppc.ca.gov(866/275-3772) www.fppc.ca.gov Amounts may be rounded SCHEDULE B-PART 1 Schedule B — Part 1 to whole dollars. Statement covers period � � , � Loans Received from JULY 1, 2019 • - � • 1 SEE INSTRUCTIONS ON REVERSE through DEC 31, 2019 page 5 of � NAME OF FILER I.D.NUMBER ADAM A. RUIZ 1384102 IFAN INDIVIDUAL,ENTER a FULL NAME,STREET ADDRESS AND ZIP CODE OUTSTANDING AMOUNT AMOUNT PAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OCCUPATION AND EMPLOYER BALANCE BALANCE AT OF LENDER (IF SELF-EMPLOYED,ENTER RECEIVED THIS OR FORGIVEN PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE,ALSO ENTER I.D.NUMBER) NAME OF BUSINESS) BEGINNING THIS pERIOD THIS PERIOD'' CLOSE OF THIS pERIOD LOAN TO DATE PERIOD PERIOD BERNIE TRUAX PRESIDENT ❑ PAID CALENDARYEAR BIIAJ, LLC $ 0 $ 22,500 0 � $ 22.500 $ MURRIETA, CA 92562 R4TE ❑ FORGIVEN PER ELECTION'* $ 22,500 $ 0 $ 0 OPEN $ 0 6/28/16 $ t� IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ADAM RUIZ REAL ESTATE AGENT ❑ PAID CALENDARYEAR FIRST ACTION REAL $ 0 $ 1.000 0 � $ 1,000 $ TEMECULA, CA 92591 ESTATE RATE ❑ FORGIVEN PERELECTION** $ 1,000 $ 0 $ 0 OPEN $ 0 6/28/16 $ t� IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑PAID CALENDARYEAR $ $ % $ $ RATE ❑ FORGIVEN PER ELECTION" $ $ $ $ $ t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED SUBTOTALS $ 0$ 0 $ 23,500 $ 0 (Enter(e)on Schedule B Summary ScheduleE,Line3) 1. Loans received this period....................................................................................................................$ n (Total Column (b) plus unitemized loans of less than $100.) tContributor Codes 2. Loans paid or forgiven this period.................. ..................................................................$ � IND—Individual .................. .. (Total Column (c) plus loans under$100 paid or forgiven.) nn-Recipient committee (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 chan e this eriod. Subtract Line 2 from Line 1. NET $ n SCC—Small Contributor Committee 9 P ( ) ............................................................. Enter the net here and on the Summary Page, Column A� LII�@ Z. (Maybeanegativenumber) *Amounts forgiven or paid by another party also must be reported on Schedule A. FPPC Form 460(1an/2016) **If required. FPPC Advice:advice@fppc.ca.gov(866/275-3772) www.fppc.ca.gov Sc�edule C Amounts may be rounded SCHEDULE C to whole dollars. Statement covers period Nonmonetary Contributions Received . . - . , from JULY1, 2019 • - � ' SEE INSTRUCTIONS ON REVERSE through DEC 31, 2019 page 6 of � NAME OF FILER I.D.NUMBER ADAM A. RUIZ 1384102 IF AN INDIVIDUAL,ENTER AMOUNT/ CUMULATIVE TO PER ELECTION DATE FULL NAME,STREETADDRESSAND CONTRIBUTOR DESCRIPTION OF DATE RECEIVED ZIP CODE OF CONTRIBUTOR CODE* OCCUPATION AND EMPLOYER GOODS OR SERVICES FAIR MARKET TO DATE (IF COMMITTEE,ALSO ENTER I.D.NUMBER) (IF SELF-EMPLOYED,ENTER VALUE CALENDAR YEAR (IF REQUIRED� NAME OF BUSINESS) (JAN 1-DEC 31) JODY D. NOTTINGHAM, CPA ��N� CPA ACCOUNTING 12/31/19 ❑COM NOTTINGHAM & SERVICES 1,193 2,451 TEMECULA, CA 92591 �P� ASSOC., CPA'S' ❑scc ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL$ 1,193 Schedule C Summary *Contributor Codes 1. Amount received this period-itemized nonmonetary contributions. iN�-individuai �Include all Schedule C subtotals. � 1,193 COM—Recipient Committee )...................................................................................................................... (other than PTY or SCC) 2. Amount received this period-unitemized nonmonetary contributions of less than $100 ..................................$ O OTH—Other(e.g.,business entity) PTY—Political Party 3. Total nonmonetary contributions received this period. scc-smau contributor committee (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.).....................TOTAL $ 1,193 FPPC Form 460(Jan/2016) FPPC Advice:advice@fppc.ca.gov(866/275-3772) www.fppc.ca.gov t ' SCHEDULE E Sc,hedule E Amounts may be rounded Statement covers period , � . � to whole dollars. I � t Payments Made JULY 1, 2019 • - from SEE INSTRUCTIONS ON REVERSE through DEC 31, 2019 page � of � NAME OF FILER I.D.NUMBER ADAM A. RUIZ 1384102 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 COMMITfEE,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. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ 108 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).)............................................................................. $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.)........................... TOTAL $ 108 FPPC Form 460(Jan/2016) FPPC Advice:advice@fppc.ca.gov(866/275-3772) www.fppc.ca.gov