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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