Recipient Committee Campaign Statement Cover Page
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COVER PAGE Recipient Committee Date Stamp Campaign Statement CALIFORNIA 460 Cover Page FORM (Government Code Sections 84200-84216.5) E-Filed 07/31/2020 Statement covers period Date of election if applicable: 17:26:43 Page 1 of 238 (Month, Day, Year) 02/16/2020 from Filing ID: For Official Use Only 191551497 11/03/2020 SEE INSTRUCTIONS ON REVERSE through 06/30/2020 1. Type of Recipient Committee: All Committees – Complete Parts 1, 2, 3, and 4. 2. Type of Statement: X Officeholder, Candidate Controlled Committee Primarily Formed Ballot Measure Preelection Statement Quarterly Statement State Candidate Election Committee Committee X Semi-annual Statement Special Odd-Year Report Recall Controlled Termination Statement Supplemental Preelection (Also Complete Part 5) Sponsored (Also file a Form 410 Termination) Statement - Attach Form 495 (Also Complete Part 6) General Purpose Committee Amendment (Explain below) Sponsored Primarily Formed Candidate/ Small Contributor Committee Officeholder Committee Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER Treasurer(s) 1414821 COMMITTEE NAME (OR CANDIDATE’S NAME IF NO COMMITTEE) NAME OF TREASURER Todd Gloria for Mayor 2020 Nancy R. Haley MAILING ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Encinitas 92024 (619)708-9744 CITY STATE ZIP CODE AREA CODE/PHONE NAME OF ASSISTANT TREASURER, IF ANY San Diego CA 92101 (858)361-0542 Danielle Stephen 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 Encinitas CA 92024 Encinitas CA 92024 (619)708-9744 OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL: FAX / E-MAIL ADDRESS [email protected] 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 under the laws of the State of California that the foregoing is true and correct. Executed on 07/31/2020 By Nancy R Haley Date Signature of Treasurer or Assistant Treasurer Executed on 07/31/2020 By Todd Gloria 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 (Jan/2016) FPPC Advice: [email protected] (866/275-3772) www.fppc.ca.gov www.netfile.com COVER PAGE - PART 2 Recipient Committee CALIFORNIA Campaign Statement FORM 460 Cover Page — Part 2 Page 2 of 238 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Todd Gloria OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION SUPPORT Mayor: City of San Diego OPPOSE RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. San Diego CA 92101 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 Todd Gloria for Assembly 2020 1416118 7. Primarily Formed Candidate/Officeholder Committee List names of CONTROLLED COMMITTEE? NAME OF TREASURER officeholder(s) or candidate(s) for which this committee is primarily formed. Nancy Haley X YES NO NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) SUPPORT OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT Encinitas CA 92024 (619)708-9744 OPPOSE COMMITTEE NAME I.D. NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE CONTROLLED COMMITTEE? NAME OF TREASURER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT YES NO OPPOSE COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460 (Jan/2016) FPPC Advice: [email protected] (866/275-3772) www.fppc.ca.gov www.netfile.com Campaign Disclosure Statement SUMMARY PAGE Amounts may be rounded Statement covers period Summary Page to whole dollars. CALIFORNIA from 02/16/2020 FORM 460 06/30/2020 Page 3 of 238 SEE INSTRUCTIONS ON REVERSE through NAME OF FILER I.D. NUMBER Todd Gloria for Mayor 2020 1414821 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTAL THIS PERIOD CALENDAR YEAR (FROM ATTACHED SCHEDULES) TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A, Line 3 $ 289,189.63 $ 362,027.57 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule B, Line 3 0.00 0.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ 289,189.63 $ 362,027.57 Received $ $ 630.00 1,305.00 4. Nonmonetary Contributions .................................... Schedule C, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 $ 289,819.63 $ 363,332.57 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ....................................................... Schedule E, Line 4 $ 232,003.41 $ 638,036.01 Candidates 7. Loans Made ............................................................. Schedule H, Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 $ 232,003.41 $ 638,036.01 (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Line 3 2,386.02 40,527.22 Date of Election Total to Date (mm/dd/yy) 10. Nonmonetary Adjustment .......................................... Schedule C, Line 3 630.00 1,305.00 11. TOTAL EXPENDITURES MADE ................................Add Lines 8 + 9 + 10 $ 235,019.43 $ 679,868.23 / / $ Current Cash Statement / / $ 339,350.34 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ To calculate Column B, add 13. Cash Receipts ................................................... Column A, Line 3 above 289,189.63 amounts in Column A to the corresponding amounts 27,744.13 *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash ........................... Schedule I, Line 4 from Column B of your last reported in Column B. report. Some amounts in 15. Cash Payments .................................................. Column A, Line 8 above 232,003.41 Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 424,280.69 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 for this calendar year, only 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ 0.00 carry over the amounts from Lines 2, 7, and 9 (if Cash Equivalents and Outstanding Debts any). 18. Cash Equivalents ........................................ See instructions on reverse $ 0.00 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ 40,527.22 FPPC Form 460 (Jan/2016) FPPC Advice: [email protected] (866/275-3772) www.fppc.ca.gov www.netfile.com Schedule A SCHEDULE A Amounts may be rounded Statement covers period Monetary Contributions Received to whole dollars. CALIFORNIA from 02/16/2020 FORM 460 through 06/30/2020 Page 4 of 238 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Todd Gloria for Mayor 2020 1414821 IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR (IF 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) 06/29/2020 Michelle Aarons X IND Vacation Rental Management 250.00 250.00 P2020 $750.00 San Diego, CA 92037 Company G2020 $250.00 COM A & B Consultancy Corp. OTH dba La Jolla Vacation PTY Rentals CA SCC 02/22/2020 Chris Abele X IND Founder 1,150.00 1,150.00 P2020 $1,150.00 Milwaukee, WI 53211 CSA Commercial Intermediary: ActBlue California; 366 Summer COM Street Somerville, MA 02144 OTH PTY SCC 05/28/2020 Joseph Adams X IND Attorney 1,150.00 1,150.00 P2020 $1,150.00 West Hollywood, CA 90069 Joe Adams & Assoc. G2020 $1,150.00 COM OTH PTY SCC 06/24/2020 Stephen Adams X IND Asset Manager 500.00 500.00 G2020 $500.00 San Francisco, CA 94114 Seligman Group COM OTH PTY SCC 06/26/2020 Maxwell Agha X IND Attorney 250.00 250.00 G2020 $250.00 San Diego, CA 92168 Banker's Hill Law Firm Intermediary: ActBlue California; 366 Summer COM Street Somerville, MA 02144 OTH PTY SCC SUBTOTAL $ 3,300.00 Schedule A Summary *Contributor Codes 1. Amount received this period – itemized monetary contributions. IND – Individual 277,963.83 COM – Recipient Committee (Include all Schedule A subtotals.) .......................................................................................................