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HomeMy WebLinkAboutFitzsimmons -1st pre-election 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 7/l/2020 through 9/19/2020 1. Type of Recipient Committee: All Committees -Complete Parts 1, 2, 3, and 4. Z officeholder, Candidate Controlled Committee U State Candidate Election Committee O Recall (Also Complete Pal 5) ❑ Ueneral Purpose Committee Sponsored O Small Contributor Committee O Political Party/Central Committee 3. Committee Information Fitzsimmons for Saratoga Council 2020 ❑ Primarily Formed Ballot Measure Committee 8 Controlled Sponsored (Also Cwplete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Aso Canptae Part n I.D. NUMBER - r O Alt cl ts,' IY)t STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Saratoga CA 95070 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODEIPHONE Saratoga CA 95070 OPTIONAL: FAX / E-MAILADDRESS COVER PAGE RECEIVED Date of election if applica e: 7 r t 'r1 r P e 1 of 7 (Month, Day, Year) S L P 2 4 2 f For Official Use Only 11/3/2020 GITY OF SARATO A 2. Type of Statement: 0 Preelection Statement ❑ Quarterly Statement ❑ Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Kathleen Fitzsimmons MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE Saratoga CA 95070 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE 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 knowledg the information contained herein and in the attached schedules is true and complete. I certify under penalty of pp/e/ ury un er the laws of the State of California that the Sponsor Executed on BY Date Signature of Controlling Officeholder, Candidate, Stale Measure Proponent Executed on By Dale 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 Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Colleen "Kookie" Fitzsimmons OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Saratoga City Council RESI DENTIAUBUSI NESS ADDRESS (NO.ANDSTREET) CITY STATE ZIP Saratoga CA 95070 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 AREACODE/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 AREACODE/PHONE COVER PAGE - PART 2 Page 2 of 7 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE 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 officeholders) or candidates) 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 I 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 Amounts may be rounded SUMMARY PAGE to whole dollars. Statement covers period from Summary Page 7/1/2020 ONI'm SEE INSTRUCTIONS ON REVERSE through 9/19/2020 Page 3 of 7 NAME OF FILER I.D. NUMBER Fitzsimmons for Saratoga Council 2020 �i�plx wltron In Qa�eSS 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 $ 605.00 $ 605.00 5I00.00 5100.00 1/t through s/3o 7/t to Date 2. Loans Received................................................................ Schedule B, Line 3 570500 5705.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines t +2 $ . $ Received $ $ 4. Nonmonetary Contributions ............................................ schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ 5705.00 $ 5705.00 Made $ $ Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 $ 5560.00 7. Loans Made... ....................................................... ............ schedule H Line 3 0 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 617 $ 5560.00 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F Line 3 0 10. Nonmonetary Adjustment......................................................... Schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE....................................Add Lines 8+9+10 $ 5560.00 Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 0 13. Cash Receipts........................................................... Column A, Line 3 above 5705.00 14. Miscellaneous Increases to Cash .................................. schedule 1, Line 4 0 15, Cash Payments......................................................... Column A, Line 8above 5560.00 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 145.00 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED, ............................... Schedule B, Part 2 $ 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ See instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 +Line 9 in Column B above $ 5100.00 $ 5560.00 0 $ 5560.00 0 0 $ 5560.00 To calculate Column B, add amounts in Column A to 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 Total to Date (mmlddlyy) $ 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 rowno(eoonars' Monetary Contributions Received Statement covers period CALIFORNIA 460 from 7/1/2020 - through 9/19/2020 Page 4 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER c�,pll�hti"t tr �� FULL NAME, STREETADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE CONTRIBUTOR CONTRIBUTOR CODE " OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED. ENTER NAME PERIOD (JAN.1-DEC. 31) (IF REQUIRED) ® IND❑ 8/26/2020 Steve Schirle COM Chief Councel 100.00 100.00 100.00 ❑ OTH PG&E San Francisco, CA 94127 ❑ PTY ❑ SCC m IND 8/29/2020 Adrianna Cohen El n/a 100.00 100.00 100.00 ❑ OTH New York, NY 10028 ❑ PTY ❑ SCC ® IND 9/8/2020 Cheriel Jensen ❑ COM n/a 200.00 200.00 200.00 ❑ OTH Saratoga, CA 95070 ❑ PTY ❑ SCC ® IND 9/18/2020 Ann Marie Burger ❑ COM n/a 200.00 200.00 200.00 ❑ OTH San Jose, CaA95110 ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ Schedule A Summary 1. Amount received this period — itemized monetary contributions. 600.00 (Include all Schedule A subtotals.)............................................................... .......................................... $ 2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$ 5'00 3. Total monetary contributions received this period. 605.00 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)......................TOTAL $ '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 hnwuma o—y uc...u. ,. Schedule B — Part 1 to who Is dollars. Statement covers period CALIFORNIA Loans Received from 7/l/2020 FORM through 9/19/2020 page 5 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Fitzsimmons for Saratoga Council 2020 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER ° OUTSTANDING BALANCE AMOUNT RECEIVED THIS c AMOUNT PAID OR FORGIVEN OUTSTANDING BALANCE AT e INTEREST PAID THIS ORIGINAL AMOUNT OF B CUMULATIVE CONTRIBUTIONS OF LENDER (IF SELF-EMPLOYED, ENTER BEGINNING THIS PERIOD THIS PERIOD- CLOSE OF THIS PERIOD LOAN TO DATE (IF COMMITTEOFLSO ENTER I.O. NUMBER) NAME OF BUSINESS) PERIOD PERIOD ❑ PAID CALENDAR YEAR Colleen "Kookie" Fitzsimmons Health Science Specialist E E 100.00 E 100.00 f 100.00 ❑ FORGIVEN PER ELECTION'* Veterans Affairs RATE Saratoga, CA 95070 0 100.00 a a E 8/26/2020 f s DATE DUE DATE INCURRED t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC PAID CALENDAR YEAR Colleen "Kookie" Fitzsimmons Health Science Specialist y f 5000.00 v f 5000.00 E 5100.00 ❑ FORGIVEN PER ELECTION" Veterans Affairs EI-- RATE Saratoga, CA 95070 0 E f 9/19/2020 f t® IND El COM El OTH El PTY El SCC b DUE DATE INCURRED PAID El PAID CALENDAR YEAR E E % E f ❑ FORGIVEN PER ELECTION " RATE E E E E f DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ 5100.00 $ $ 5100.00 $ Schedule B Summary $ 5100.00 1. Loans received this period............................................................................................................. (Total Column (b) plus unitemized loans of less than $100.) o 2. Loans paid or forgiven this period.........................................................................................................$ (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 5100.00 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. (May be a negative number) `Amounts forgiven or paid by another party also must be reported on Schedule A. " If required. (Enter (a) 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 Amounts may be rounded Schedule E to whole dollars. Statement covers period CALIFORNIA 460 Payments Made from 7/1/2020 FORM SEE INSTRUCTIONS ON REVERSE through 9/19/2020 Page 6 of 7 NAME OF FILER I.D. NUMBER lit 6� +I Fitzsimmons for Saratoga Council 2020 r^ V i CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/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/ballol 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 supportingtopposing 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Colleen Fitzsimmons I FIL filing fees 13885.00 WIX.com WEB I website development 354.00 Tel Aviv, Israel Victory Store I CMP yard signs I 1035.00 5200 30th Street SW, Davenport, IA 52802 . Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 5274.00 Schedule E Summary 5560.00 1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ 0 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 $ 5560.00 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E (Continuation Sheet) Payments Made Amounts may be rounded to whole dollars. from tement covers 7/l/2020 SCHEDULE E (CONT) through 9/19/2020 page 7 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D.,pNUMBER RT\ 11G � trYl 1h VOU 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 candidatelsponsor 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 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Registrar of Voters voter data file 129.00 1555 Berger Drive, Building 2, San Jose, CA 95112 Vistaprint LIT advertising cards 39.00 275 Wyman Street, Waltham, MA 02451 Office Depot LIT flyers 59.00 15166 Los Gatos, Blvd., Los Gatos, CA 95032 Saratoga Post Office campaign PO Box 59.00 19630 Allendale Ave, Saratoga, CA 95070 Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 286.00 FPPC Form 460 (Jan 2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov