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460 Pena 2023 from 01/01 to 06/30COVER PAGE Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 1/1/2023 through 6/30/2023 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. m Officeholder, Candidate Controlled Committee V State Candidate Election Committee O Recall (Also Complete Part 5) ❑ general Purpose Committee Sponsored 8 Small Contributor Committee Political Party/Central Committee ❑ Primarily Formed Ballot Measure ommittee Controlled 0 Sponsored (Also Complete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) Date of election if applicable: (Month, Day, Year) Date Stamp RECEIVED JUL 2 8 2023 CITY OF LA QUINTA :IITY CLERK DEPARTMENT 2. Type of Statement: Preelection Statement 71 Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Page of 1- For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report 3. Committee Information I.D. NUMBER 1370057 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) COMMITTEE TO ELECT JOHN PENA CITY COUNCIL 2022 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE LA QUINTA CA 92253 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX/E-MAIL ADDRESS Treasurer(s) NAME OF TREASURER SHERRY LOVE-PENA MAILING ADDRESS CITY LA QUINTA NAME OF ASSISTANT TREASURER, IF ANY STATE ZIP CODE CA 92253 AREA CODE/PHONE MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification have used all reasonable diligence in preparing and reviewing this statement and to the best.ot. certify under penalty of perju ii under e laws of,)theState of California that the forego' 1/ij01 Da Executed on Executed on Executed on Executed on Date Date By By By By krtowledge a information contained herein and in the attached schedules is true and complete. I orrect. l� Signatrlre of Treasurer or Assistant Tr urer Signature or Cantrollin off' �. older C nd date, late Measure Proponent or Responsible Officer of Sponsnr Signature of Controlling Officeholder, Candidate, Stale Measure Proponent Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov COVER PAGE - PART 2 Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE JOHN J. PENA OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) CITY COUNCIL CITY OF LA QUINTA RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP LA QUINTA CA 92253 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 contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee Is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE 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 Summary Page SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 1/1/2023 through 6/30/2023 Page SUMMARY PAGE of NAME OF FILER COMMITTEE TO ELECT JOHN PENA CITY COUNCIL 2022 I.D. NUMBER 1370057 Contributions Received 1. Monetary Contributions Schedule A, Line 3 $ 2. Loans Received Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 +2 4. Nonmonetary Contributions Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 + 4 Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) 1000 0 $ 1000 0 $ 1000 Column B CALENDAR YEAR TOTAL TO DATE $ 28806 1100 $ 29906 6290 $ 36196 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 20. Contributions Received $ 21. Expenditures Made $ 1/1 through 6/30 7/1 to Date Expenditures Made 6. Payments Made Schedule E, Line 4 $ 7. Loans Made Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS AddLines6+7 $ 9. Accrued Expenses (Unpaid Bills) Schedule F, Line 3 10. Nonmonetary Adjustment Schedule C, Line 3 11. TOTAL EXPENDITURES MADE Add Lines 8 + 9 + 10 $ 655 0 655 0 0 655 $ 17998 0 $ 17998 0 0 $ 17998 Current Cash Statement 12. Beginning Cash Balance Previous Summary Page, Line 16 $ 13. Cash Receipts Column A, Line 3 above 14. Miscellaneous Increases to Cash Schedule 1, Line 4 15. Cash Payments Column A, Line B above 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. 3663 1000 242 655 4250 17. LOAN GUARANTEES RECEIVED.._ Schedule B, Part 2 $ 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents See instructions on reverse $ 0 19. Outstanding Debts Add Line 2 + Line 9 in Column B above $ 1100 To calculate Column B, add amounts in Column Ato the corresponding amounts from Column B of your last report. Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (if Subject to Voluntary Expenditure Limit) Date of Election (mm/dd/yy) Total to Date *Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A Amounts may be rounded SCHEDULE A Monetary Contributions Received to wnoie sonars. SEE INSTRUCTIONS ON REVERSE Statement covers period from 1/1/2023 CALIFORNIA FORMI Page 460 of through 6/30/2023 NAME OF FILER COMMITTEE TO ELECT JOHN PENA CITY COUNCIL 2022 I.D. NUMBER 1370057 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) AMOUNT RECEIVED THIS PERIOD CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) PER ELECTION TO DATE (IF REQUIRED) 3/9/2023 PULTE GROUP SOUTHERN CA ATLANTA, GA 30326 • IND $1000 $1000 ■ COM I.'I OTH • PTY • SCC • IND • COM • OTH • PTY ■ SCC • IND • COM • OTH • PTY • SCC • IND • COM • OTH ■ PTY • SCC • IND • COM • OTH • PTY • SCC SUBTOTAL $ 1000 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) $ 1000 2. Amount received this period — unitemized monetary contributions of less than $100 $ 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ 1000 *Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY— Political Party SCC — Small Contributor Committee FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE B - PART 1 ""' Schedule B — Part 1to'whole dollars. Loans Received SEE INSTRUCTIONS ON REVERSE from through Statement Statement covers period 1/1/2023 CALIFORNIA 4n �•y V FORM VV V 6/30/2023 Page 5 of� NAME OF FILER COMMITTEE TO ELECT JOHN PENA CITY COUNCIL 2022 I.D. NUMBER 1370057 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE, ALSO ENTER I.D NUMBER) IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) (a; OUTSTANDING BALANCE BEGINNING THIS PERIOD (b) AMOUNT RECEIVED THIS PERIOD (c) AMOUNT PAID OR FORGIVEN THIS PERIOD. (d) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (e) INTEREST PAID THIS PERIOD lf1 ORIGINAL AMOUNT OF LOAN (g) CUMULATIVE CONTRIBUTIONS TO DATE JOHN PENA LA QUINTA, CA 92253 t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC JOHN PENA & ASSOC. 1100 s 0 $ D PAID $ s 1100 0 %s 1100 CALENDAR YEAR s 1100 ❑ FORGIVEN $ 12/2023 RATE s • PER ELECTION s DATE DUE DATE INCURRED t ❑ IND 0 COM 0 OTH ❑ PTY 0 SCC $ $ ❑ PAID $ $ % $ CALENDAR YEAR $ ❑ FORGIVEN $ RATE $ PER ELECTION** $ DATE DUE DATE INCURRED t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC s i ❑ PAID $ $ % $ CALENDAR YEAR $ ❑ FORGIVEN $ RATE $ PER ELECTION** $ DATE DUE DATE INCURRED SUBTOTALS $ 0 $ 0 $ 1100 $ 0 Schedule B Summary 1. Loans received this period $ (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period $ (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 0 3. Net change this period. (Subtract Line 2 from Line 1.) NET $ Enter the net here and on the Summary Page, Column A, Line 2. 0 *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. 0 (May be a negaiNe number) (Enter Coy on Schedule E, Line 3) tContributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE E Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER COMMITTEE TO ELECT JOHN PENA CITY COUNCIL 2022 Amounts may be rounded to whole dollars. Statement covers period from 1/1/2023 through 6/30/2023 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP CNS CTB CVC FIL FN D IND LEG LIT campaign paraphernalia/misc. campaign consultants contribution (explain nonmonetary)* civic donations candidate filing/ballot fees fundraising events independent expenditure supporting/opposing others (explain)' legal defense campaign literature and mailings MBR MTG OFC PET PHO POL POS PRO PRT member communications meetings and appearances office expenses petition circulating phone banks polling and survey research postage, delivery and messenger services professional services (legal, accounting) print ads RAD RFD SAL TEL TRC TRS TSF VOT WEB radio airtime and production costs returned contributions campaign workers' salaries t.v. or cable airtime and production costs candidate travel, lodging, and meals staff/spouse travel, lodging, and meals transfer between committees of the same candidate/sponsor voter registration 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 LVI INDIAN WELLS, CA 92210 MTG 590 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 590 Schedule E Summary 590 1. Itemized payments made this period. (Include all Schedule E subtotals.) $ 65 2. Unitemized payments made this period of under $100 $ 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 $ 655 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule I SCHEDULE I Miscellaneous Increases to Cash to whole dollars. SEE INSTRUCTIONS ON REVERSE Statement covers period from 1/1/2023 CALIFORNIA 460 FORM through 6/30/2023 Page e of NAME OF FILER COMMITTEE TO ELECT JOHN PENA CITY COUNCIL 2022 I.D. NUMBER 1370057 DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) DESCRIPTION OF RECEIPT AMOUNT OF INCREASE TO CASH 5/30/2023 CITY OF LA QUINTA 78495 CALLE TAMPICO LA QUINTA, CA 92253 REFUND OF BALLOT COST S242 Attach additional information on appropriately labeled continuation sheets. Schedule 1 Summary SUBTOTAL $ 242 1. Itemized increases to cash this period. $ 242 2. Unitemized increases to cash of under $100 this period. $ 0 3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) $ 0 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Line 14.) TOTAL $ 242 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov