HomeMy WebLinkAboutFITZSIMMONS Form 460 01-2021 Semi -annualRecipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 10/18/2020
through 12/31/2020
Type of recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4.
Officeholder, Candidate Controlled Committee
❑ Primarily Formed Ballot Measure
0 Slate Candidate Election Committee
Committee
0 Recall
Controlled
(Also complete Par( 5)
Sponsored
(Also compete Pad fit
❑ gneral Purpose Committee
Sponsored ❑ Primarily Formed Candidate/
Small Contributor Committee Officeholder Committee
Political Party/Central Committee (Also compelePart 7)
3. Committee Information I.14D. NUMB32153ER
COMMITTEE NAME (OR CANDIDATES NAME IF NO COMMITTEE)
Fitzsimmons for Saratoga Council 2020
STREET ADDRESS (NO P.O. BOX)
13735
STATE
ZIP CODE
AREA CODE/PHONE
Saratoga
CA
95070
408-
ADDRESS (IF DIFFERENT) NO.
AND STREET OR P.O. BOX
PO
STATE
ZIP CODE
AREACODE(PHONE
Saratoga
CA
95070
408-
FAX /E-MAILADDRESS
COVER PAGE
Pa
Date of election if applicabl
1 of 6
(Month, Day, Year) For Official Use Only
ITY OF SARATO A
11/3/2020
2. Type of Statement:
❑ 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
PO
STATE ZIP CODE AREACODE/PHONE
Saratoga CA 95070 408-
OF ASSISTANT TREASURER, IF ANY
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 tIA information contained herein and in the attached schedules is true and complete. I
certify under penalty of p riury under the laws of the State of California that the foregoing
Officer of Sponsor
Executed on Data By Signature of Controlling Officeholder, Candidate. State Measure Proponent
Executed on By
Date Signature o Contro 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 "Kookie" Fitzsimmons
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Saratoga City Council
RESIDENTIAL/BUSINESS 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 6
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 Listnames 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
j
❑ OPPOSE
Attach continuation sheets if necessary
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/27S-3772)
www.fppc.ca.gov
Cam al n Disclosure Statement Amounts may rounded
p g to whole dollars.
lars.
Summary Page
Statement covers period
from 10/18/2020
SUMMARY PAGE
12/31/2020
Page 3 of 6
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
Running in Both State Primary
(FROMATTACHED SCHEDULES)
TOTAL TO DATE
the and
General Elections
1. Monetary Contributions...................................................
Schedule A, Line 3
$ 205.00
$ 4110.00
1/1 through 6/30 7/1 to Date
2. Loans Received................................................................
Schedule B, Linea
1038.00
6138.00
1243.00
10248.00
20. Contributions
3. SUBTOTAL CASH CONTRIBUTIONS ..............................
Add Lines l+2
$
$
Received $ $
4. Nonmonetary Contributions ............................................
Schedule C, Line 3
0
0
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED ...............................
Add Lines 3+4
$ 1243.00
$ 10248.00
Made $ $
Expenditures Made
6. Payments Made ......................................................
7. Loans Made.............................................................
8. SUBTOTAL CASH PAYMENTS ........................
9. Accrued Expenses (Unpaid Bills) ...........................
10. Nonmonetary Adjustment ...........................................
11. TOTAL EXPENDITURES MADE ........................
.. Schedule E, Line 4
$ 846,89
0
.. Schedule H, Line 3
....... Add Lines 6 +7
$ 846.89
...... Schedule F, Line 3
0
0
..... Schedule C, Line 3
.. Add Lines 6 + 9 + 10
$ 846.89
Current Cash Statement
12. Beginning Cash Balance ............................ Previous summary Page, Line 16
$-211.18
13. Cash Receipts........................................................... Column A, Line 3 above
1243.00
14. Miscellaneous Increases to Cash .................................. Schedule i, Line 4
0
15. Cash Payments......................................................... Column A, Line 8above
846.89
16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15
$ 184.93
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 $ 0
19. Outstanding Debts .............................. Add Line 2 +Line 9 in Column B above $ 6138.00
$ 10063.07
$
0
$ 10063.07
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 Llrrdt)
Date of Election Total to Date
(mm/dd/yy)
I $
It 1 $
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 towno(eaonars.
Statement covers period
CALIFORNIA
460
from 10/18/2020
FORM
through 12/31/2020
Page 4 of 6
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Fitzsimmons for Saratoga Council 2020
1432153
FULL NAME, STREET ADDRESS 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
OF COMMITTEE, ALSO ENTER I.D. NUMBER)
(IF SELF-EMPLOYED, ENTER NAME
PERIOD
(JAN.1-DEC. 31)
(IF REQUIRED)
® IND
10/21/2020
Constance Norton
❑ COM
Attorney
180.00
180.00
180.00
❑ OTH
Littler/Mendelson
San Francisco, CA 94127
❑ PTY
❑ SCC
m IND
10/21/2020
Monique Anderson
❑ COM
n/a
25.00
25.00
25.00
❑ OTH
Saratoga, CA 95070
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑SCC
SUBTOTAL$
Schedule A Summary
Amount received this period — itemized monetary contributions. 205.00
(Include all Schedule A subtotals.).........................................................................................................$
2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$
3. Total monetary contributions received this period. 205.00
(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
iad
SCHEDULE B - PART 1
Schedule B — Part 1 io Wr;oie aolla�s"
Statement covers period
CALIFORNIA
Loans Received
from 10/18/2020
•
FORM
through 12/31/2020
page 5 of 6
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
IN
OUTSTANDING
INTEREST
ORIGINAL
CUMULATIVE
CUMULATIVE
OF LENDER
BALANCE
RECEIVED THIS
OR FORGIVEN
BALANCE
PAID THIS
AMOUNTOF
(IF COMMITTEE. ALSO ENTER I.D. NUMBER)
IF SELF-EMPLOYED, ENTER
BEGINNING THIS
PERIOD
THIS PERIOD,
CLOPERIOD
PERIOD
LOAN
TO DATE
NAME OF BUSINESS)
PERIOD
❑ PAID
CALENDAR YEAR
Colleen "Kookie" Fitzsimmons
Health Science Specialist
Y 162.00
Y 6138.00
E
f 6138.00
13735
Affairs
RATE
❑ FORGIVEN
PER ELECTIOtf*
Saratoga, CA 95070
f 5100.00
f 1200.00
Y
Y
s
DATE DUE
DATE INCURRED
t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
PAID
CALE D R YEAR
❑ FORGIVEN
PER ELECTION„
RATE
Y
f
Y
T❑ IND ❑ COM ❑ OTH ❑ PTY [I SCC
S
Y
DATE DUE
DATE INCURRED
❑ PAID
CALENDAR YEAR
It
Y
%
E
f
❑ FORGIVEN
PER ELECTION*'
RATE
5
f
Y
f
Y
DATE DUE
DATE INCURRED
T❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
SUBTOTALS $ $ $ $
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.)
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.
*Amounts forgiven or paid by another party also must be reported on Schedule A.
** If required.
(Enter (a) on Schedule E. Line 3)
1200.00
162.00
(Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
1038.00
OTH - Other (e.g., business entity)
PTY - Political Party
SCC - Small Contributor Committee
(May be a negative number)
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
SCHEDULE
Schedule E Amounts may be rounded Statement covers period .
Pa ments Made to whole dollars. 460
y from 10/18/2020 FORM
through 12/31/2020 Page 6 of 6
SEE INSTRUCTIONS ON REVERSE
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 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)
WMcom
Tel Aviv, Israel
Rory Donovan
PayPal
NAME AND ADDRESS OF PAYEE
CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
WEB I website development I (-192.00)
WEB I internet ads 1 870.29
fees 1 98.60
' Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 776.89
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ 776.89
2. Unitem70.00ized 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 $ 846.89
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov