HomeMy WebLinkAboutFitzsimmons -Form 460 1st pre-election AMENDMENTRecipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 1/1/2020
through 9/19/2020
1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4.
(1 Officeholder, Candidate Controlled Committee
U State Candidate Election Committee
O Recall
fASo Complete Part 5)
❑gneral Purpose Committee
Sponsored
Small Contributor Committee
Political Party/Central Committee
3. Committee Information
(OR CANDIDATE'S
Fitzsimmons for Saratoga Council 2020
❑ Primarily Formed Ballot Measure
Committee
8 Controlled
Sponsored
(Also Compkle Part 6)
❑ Primarily Formed Candidate/
Officeholder Committee
fA so Campwe Part 7)
I.D. NUMBER
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 CODE/PHONE
Saratoga
CA
95070
OPTIONAL: FAX lE-MAIL ADDRESS
COVER PAGE
Date Stamp CALIFORNIA
I
RECEIVED i • -
M EQ
Date of election if applicable Pagg I of 7
(Month, Day, Year) a M n „t, For Official Use On
i
11/3/2020
CITY OF SARATO f
2. Type of Statement -
❑ Preelection Statement ❑ Quarterly Statement
❑ Semi-annual Statement ❑ Special Odd -Year Report
❑ Termination Statement
(Also file a Form 410 Termination)
W1 Amendment (Explain below)
1st Pre -Election Amendment: added I.D #, Schedule E -removed $3885.00
filing fees, updated Summary Page, "from" date corrected to 1/1/2020
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 knowledge the inf rmation Contained herein and in the attached schedules is true and complete. I
certify under penalty ofPp rjury rider the laws of the State of California that the forego
of Sponsor
Executed on Date By Signature of Controlling Officeholder, Candidate. State Measure Proponent
Executed on Date By Signature of Contra ling 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 "Koolcie" Fitzsimmons
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Saratoga City Council
RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) 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 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 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 or
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
I
❑ 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
Amounts may be rounded
to whole dollars.
Statement covers period
from 1/1/2020
SUMMARY PAGE
9/19/2020
Page 3 of 7
SEE INSTRUCTIONS ON REVERSE
through
NAME OF FILER
I.D. NUMBER
Fitzsimmons for Saratoga Council 2020
1432153
Column A
Column B
Calendar Year Summary for Candidates
Contributions Received
TOTAL THIS PERIOD
CALENDAR YEAR
IEROMATTACHED
SCHEDULESt
TOTAL TO DATE
Running in Both the State Primary and
General Elections
1. Monetary Contributions...................................................
Schedule A. Line 3
$
605.00
$ 605.00
5100.00
$100.00
1/1 through 6/30 7/1 to Date
2. Loans Received................................................................
Schedule B, Line 3
570500
5705.00
20. Contributions
3. SUBTOTAL CASH CONTRIBUTIONS ..............................
Add Lines 1 +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
Expenditure Limit Summary for State
6. Payments Made................................................................
Schedule E, Line 4
$
1675.00
$ 1675.00
Candidates
7. Loans Made.......................................................................
Schedule H, Line 3
0
0
1675
1675.00
22. Cumulative Expenditures Made"
8. SUBTOTAL CASH PAYMENTS .......................................
nes 6+7
Add Lines
$
$
(If Subject to Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills) ..........................................
Schedule F Line 3
0
0
Date of Election Total to Date
10. Nonmonetary Adjustment.. ............................ ..........................
Schedule C, Line 3
0
0
(mm/dd/yy)
11. TOTAL EXPENDITURES MADE....................................Add
Lines 8+9+10
$
1675.00
$ 1675.00
It $
Current Cash Statement
--// $
12. Beginning Cash Balance ............................
Previous Summary Page, Line 16
$
0
To calculate Column B,
13. Cash Receipts...........................................................
Column A, Line 3 above
5705.00
add amounts in Column
0
A to the corresponding
*Amounts in this section may be different from amounts
14. Miscellaneous Increases to Cash... ...........
................... schedule 1, Line 4
amounts from Column B
reported in Column B.
15. Cash Payments.........................................................
Column A. Line 8above
1675.00
of your last report. Some
16. ENDING CASH BALANCE ..................Add Lines
12 + 13 + 14, then subtract Line 15
$
4030.00
amounts in Column A may
be negative figures that
should be subtracted from
It this is a termination statement, Line 16 must
be zero.
previous period amounts. If
this is the first report being
17. LOAN GUARANTEES RECEIVED
Schedule B, Part
$
0
filed for this calendar year,
................................
only carry over the amounts
Cash Equivalents and Outstanding Debts
g
from Lines 2, 7, and 9 (if
0
any).
18. Cash Equivalents ................................................
See instructions on reverse
$
19. Outstanding Debts .............................. Add
Line 2 +Line 9 in Column B above
$
5100.00
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 uwnuleuunal''
Statement covers period
e _ I
'
from 1/1/2020
e - 0
through 9/19/2020
Page 4 of 7
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Fitzsimmons for Saratoga Council 2020
1432 553
DATE
FULL NAME, STREET ADDRESS AND ZIP CODE OF
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
RECEIVED
CONTRIBUTOR
CODE "`
OCCUPATION AND EMPLOYER
RECEIVED THIS
CALENDAR YEAR
TO DATE
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
(IF SELF-EMPLOYED, ENTER NAME
PERIOD
(JAN. 1 -DEC. 31)
(IF REQUIRED)
m IND
8/26/2020
Steve Schirle
El COM
Chief Councel
100.00
100.00
100.00
❑ OTH
PG&E
San Francisco, CA 94127
❑ PTY
❑SCC
®IND
8/29/2020
Adrianna Cohen
❑ COM
n/a
100.00
100.00
100.00
❑ OTH
New York, NY 10028
❑ PTY
❑ SCC
® IND
9/8/2020
Cheriel Jensen
El 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.
Add Lines 1 and 2. Enter here and on the Summary , Column A, Line 1.
( rY Page, 9 ) ......................TOTAL $ 605,00
'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 8 - PART 1
Schedule B — Part 1 "'vtG whole dollars. V
Statement covers perlod
Loans Received
from 1/1/2020
9
through 9/19/2020
page 5 of 7
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Fitzsimmons for Saratoga Council 2020
1432153
FULL NAME, STREET ADDRESS AND ZIP CODE
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
OUTSTANDING
AMOUNT
AMOUNT PAID
OUTSTANDING
INTEREST
ORIGINAL
CUMULATIVE
OF LENDER
BALANCE
RECEIVED THIS
OR FORGIVEN
BALANCE AT
PAID THIS
AMOUNT OF
CONTRIBUTIONS
(IF COMMITTEE.ALSO ENTER I.D. NUMBER)
(IF SELF-EMPLOYED. ENTER
NAME OF BUSINESS)
BEGINNING THIS
PERIOD
PERIOD
THIS PERIOD*
CLOPERIOD THIS
PERIOD
LOAN
TO DATE
❑ PAID
CALENDAR YEAR
Colleen "Koolde" Fitzsimmons
Health Science Specialist
$
100.00
100.00
$ 100.00
$
%
s
❑ FORGIVEN
PER ELECTION
Veterans Affairs
RATE
Saratoga, CA 95070
s 0
s 100.00
$
s
8/26/2020
$
DATE DUE
DATE INCURRED
t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
PAID
CALENDAR
Colleen "Kookie' Fitzsimmons
Health Science Specialist
$
$ 5000.00
s 5000.00
it 5100.00
❑ FORGIVEN
PER ELECTION
Veterans Affairs
RATE
Saratoga, CA 95070
0
5000.00
y
$
9/19/2020
s
t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
S
S
DATE DUE
DATE INCURRED
❑ PAID
CALENDAR YEAR
$
$
%
S
$
❑ FORGIVEN
PER ELECTION"
RATE
S
S
5
S
$
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 $100.) 0
2. Loans paid or forgiven this period.........................................................................................................$
(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 negarne number)
`Amounts forgiven or paid by another party also must be reported on Schedule A.
** If required.
(Enter (e) an 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 Amounts may be rounded Statement covers period
to whole dollars.
Payments Made from 1/1/2020
through 9/19/2020 I Page 6 of 7
i ON REVERSE
Fitzsirnatons for Saratoga Cotlnci12020
1432153
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/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 ANDADDRESS OF PAYEE
(IF COMMITTEE, A150 ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
WIX.com
Tel Aviv, Israel
Victory Store
Davenport, IA 52802
WEB I website development 1 354.00
CMp I yard signs 1 1035.00
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1389.00
Schedule E Summary
167S_OD
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 $ 1675.00
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.
Statement covers period
1/1/2020
from
SCHEDULE E (CONT)
SEE INSTRUCTIONS ON REVERSE through 9/19/2020 Page 7 of 7
NAME OF FILER I.D. NUMBER
Fitzsimmons for Saratoga Council 2020 1432153
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP campaign paraphernalia/mist.
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 Lv. 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 (intemet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE,ALSO ENTER I.D. NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
Registrar of Voters
voter data file
129.00
San Jose, CA 95112
Vistaprint
LIT
advertising cards
39.00
Waltham, MA 02451
Office Depot
LIT
flyers
59.00
, Los Gatos, CA 95032
Saratoga Post Office
campaign PO Box
59.00
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