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Home My WebLink AboutCASE Form 460 01-2021Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 10/18/2020 through 12/31/2020 1. Type of Recipient Committee: All committees - complete Parts 1, 2, 3, and 4. m Officeholder, Candidate Controlled Committee O State Candidate Election Committee O Recall (Also Complete Part 5) ❑ General Purpose Committee O Sponsored O Small Contributor Committee O Political Party/Central Committee 3. Committee Information COMMITTEE Doug Case ❑ Primarily Formed Ballot Measure ommittee Controlled Sponsored (Also Complete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) Date of election if applicable: (Month, Day, Year) 11/03/2020 COVER PAGE Date Stamp CALIFORNIA 1 RECEIV D Page 1 of 6 (,> I For Official Use Only CITY OF SARATOG f 2. Type of Statement: m Preelection Statement ❑ Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) I.D. NUMBER Treasurer(s) 1432770 NAME OF TREASURER Jeffrey Scott Fell MAUNG ADDRESS STREET ADDRESS (NO P.O. BOX) 12445 Green Meadow Lane CITY STATE ZIP CODE AREA CODE/PHONE Saratoga CA 95070 (408)499-0849 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX 20523 Manor Drive CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS ❑ Quarterly Statement ❑ Special Odd -Year Report 20523 Manor Drive CITY STATE ZIP CODE AREA CODE/PHONE Saratoga CA 95070 (650)303-5086 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/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 information contained herein and in the attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on 02/01/2MA Z-6.ZI By /�� ir .— Date Si at ure of Treasurer or Assistant Treasurer Executed on 02/Oi/2� y,� By ✓� Date i_r -HW t. ct.to KA.—.ro -- — — R--ihl. Offs- s c-- Executed on Date Executed on Date By Signature of Controlling Officeholder, Candidate, state Measure Proponent By 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 Doug Case 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: Listanycommittees 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. NAME OF TREASURER I.D. ❑ YES ❑ NO CITY STATE ZIP CODE AREACODE/PHONE COMMITTEE NAME NAME OF I.D. NUMBER ❑ YES ❑ NO 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 List names of officeholder(s) or cand/dete(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 (966/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded SUMMARY PAGE to whole dollars. Statement covers period - Summary Page from 10n8/2020 . - � • � SEE INSTRUCTIONS ON REVERSE I through 12/31/2020 I Page 3 of 6 NAME OF FILER Doug Case I.D. NUMBER 1432770 Contributions Received rColumn oD Calendar Year Summary for Candidates (FROM ATTACHED SCHEDULES) eCoN�'"8 TOTAL TO DATE Running In Both the State Primary and General Elections 1. Monetary Contributions................................................... Schedule A, Line 3 $ 349 $ 5,484 (910) 0 1/1 through 6/30 7/1 to Date 2. Loans Received................................................................ schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 + 2 (561) $ 5,484 20. Contributions 51484 $ 4. Nonmonetary Contributions ............................................ schedule C, Line 3 0 0 21. Expenditures 5,375 5. TOTAL CONTRIBUTIONS RECEIVED ............................... .AddLines 3+4 $ (561) $ 5,484 Made $ $ Expenditures Made 6. Payments Made................................................................ Schedule E, Line a $ 415 $ 5,502 7. Loans Made....................................................................... schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines a + 7 $ 415 $ 5,502 9. Accrued Expenses (Unpaid Bills) .......................................... schedule F Line 3 0 0 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 0 0 11. TOTAL EXPENDITURES MADE .................................... Addvnes8+9+10 $ 415 $ 5,502 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 ►, Line 4 15. Cash Payments......................................................... Column A, Line 8 above 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 jf this is a termination statement, Line 16 must be zero. $ 957 (561) 0 415 $ (19) 17. LOAN GUARANTEES RECEIVED ................................ Schedule a, Pert 2 $ 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ see instructions on reverse 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column 8 above $ 0 $ 0 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 (mm/dd/yy) I If $ *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 maybe rounded SCHEDULE A Monetary Contributions Received to wnvfe arrears. Statement covers period e - ' from 10/18/2020 e - • through 12/31/2020 Page 4 of 6 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. PLUMBER Doug Case 1432770 FULL NAME, STREET ADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE CONTRIBUTOR CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) ® IND 10/28/2020 Carol Molino ❑ COM Executive Assistant $100 $100 $100 ❑ OTH Agro Fresh Philadelphia, PA.19114 ❑ PTY ❑ SCC m IND 11/03/2020 Haochuan (Jerry) Chen n' El COM Account Manager $100 $100 $100 ❑ OTH Growing Tree Learning Saratoga, CA. 95070 ❑ PTY Center ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 200 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.).............................................................................................. 200 2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$ 149 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)......................TOTAL $ 349 '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 Amounts ma be rounded SCHEDULE B - PART 1 Schedule B — Part 1 to whole dollars. Statement covers periodF!!9 Loans Received from 10/18/2020 SEE INSTRUCTIONS ON REVERSE through 12/31/2020 NAME OF FILER I.D. NUMBER Doug Case 1432770 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 EOFTHIS PERIOD LOAN TO DATE PAID C LENDAR YEAR Doug Case Retired $ 810 $ 0 0 % $ 3,810 $ 3,810 RATE Saratoga, CA 95070 ❑ FORGIVEN PER ELECTION*" $ 810 $ 0 $ 0 12/31/20 $ 0 08/10/20 0 t Z1 IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ DATE DUE DATE INCURRED PAID CALENDAR Doug Case Retired $ 100 $ 0 0 % $ 100 100 RATE $ Saratoga, CA 95070 FORGIVEN PER ELECTION** 100 0 $ 0 12/31/20 $ 0 08/14/20 $ 0 t Z IND [ICOM [_1OTH ❑ PTY ❑SCC DATE INCURRED $ $ DATE DUE ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION** RATE $ $ $ $ $ DATE INCURRED t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE SUBTOTALS $ 0 $ 3,000 $ 910 $ 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.) 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. 910 (910) (May be a negative number) (Enter (e) on Schedule E, Une 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 Payments Made SEE INSTRUCTIONS ON REVERSE Doug Case Amounts may be rounded Statement covers perlod to whole dollars. from 10/18/2020 CODES: If one of the fallowing codes accurately describes the payment, you may enter the code CMP campaign paraphernalia/misc. MBR member communications CNS campaign consultants MTG meetings and appearances CTB contribution (explain nonmonetary)* OFC office expenses CVC civic donations PET petition circulating FIL candidate filing/ballot fees PHO phone banks FND fundraising events POL polling and survey research IND independent expenditure supporting/opposing others (explain)* POS postage, delivery and messenger services LEG legal defense PRO professional services (legal, accounting) LIT campaign literature and mailings PRT print ads through 12/31/2020 I Page 6 6 1432770 Otherwise, describe the payment. RAID radio airtime and production costs RFD returned contributions SAL campaign workers' salaries TEL t.v. or cable airtime and production costs TRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidatelsponsor VOT voter registration WEB 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 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 0 Schedule E Summary 1. itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ — 2. Unitemized payments made this period of under$100....................................................................................................................................... . $ 288 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 $ 288 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.-.gov