HomeMy WebLinkAboutCASE Form 460 2nd 2021COVER PAGE
Recipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 1/1/2021
through 6/30/2021
1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4.
m g fficeholder, Candidate Controlled Committee ElPrimarily Formed Ballot Measure State Candidate Election Committee Committee
0 Recall 0 Controlled
(Also Complete Part5) 0 Sponsored
(Also Complete Part 6)
❑ gneral Purpose Committee
Sponsored ❑ Primarily Formed Candidate/
Small Contributor Committee Officeholder Committee
Political Party/Central Committee (Also Complete Part 7)
3. Committee Information I.D. NUMBER
1432770
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Doug Case
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
OPTIONAL: FAX / E-MAIL ADDRESS
4. Verification
Date
RECEIVE®
Date of election if applicable: Page 1 of 5
(Month, Day, Year) - ? For Official Use Only
CITY OF SARATOGA
2. Type of Statement:
❑ Preelection Statement ❑ Quarterly Statement
m Semi-annual Statement ❑ Special Odd -Year Report
❑ Termination Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
Jeffrey Scott Fell
MAILING ADDRESS
CITY STATE ZIP CODE AREA CODE/PHONE
Saratoga CA 95070 (
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY STATE ZIP CODE AREACODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
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 ,
Executed on 8/2/2021
Date
Executed on
8/2/2021
Date
Executed on
Date
Executed on
Date
By
By
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
COVER PAGE - PART 2
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: 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 I CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADD
ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
COMMITTEE NAME
I.D. NUMBER
NAME OF TREASURER I CONTROLLED COMMITTEE?
❑ YES ❑ NO
STREETADDRESS (NO P.O.
CITY STATE ZIP CODE AREA CODE/PHONE
Page 2 of 5
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
❑ 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
to whole dollars.
Summary Page
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Contributions Received
Statement covers period
from 1 /1 /2021
through 6/30/2021
Column A Column B
TOTAL THIS PERIOD CALENDAR YEAR
(FROM ATTACHED SCHEDULES) TOTAL TO DATE
1. Monetary Contributions...................................................
Schedule A, Line 3
$ (19)
2. Loans Received................................................................
Schedule a, Line 3
739
3. SUBTOTAL CASH CONTRIBUTIONS ..............................
Add Lines 1 + 2
$ 720
4. Nonmonetary Contributions ............................................
Schedule C, Line 3
0
5. TOTAL CONTRIBUTIONS RECEIVED................................Add
Lines 3+4
$ 739
Expenditures Made
6. Payments Made................................................................
Schedule E, Line 4
$ 210
7. Loans Made.......................................................................
Schedule H, Line 3
0
8. SUBTOTAL CASH PAYMENTS .......................................
Add Lines 6+7
$ 210
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+s+10
$ 210
Current Cash Statement
12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ (19)
13. Cash Receipts........................................................... Column A, Line 3 above 739
14. Miscellaneous Increases to Cash .................................. Schedule 1, Line 4 0
15. Cash Payments......................................................... Column A, Line 8 above 210
16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 510
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Part2 $
Cash Equivalents and Outstanding Debts
18. Cash Equivalents ................................................ See instructions on reverse $
19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $
$ (19)
739
$ 720
0
$ 739
$ 210
0
$ 210
$ 210
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).
SUMMARY PAGE
Page 3 of 5
I.D. NUMBER
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
1/1 through 6/30 7/1 to Date
20. Contributions
Received $ $
21. Expenditures
Made $ $
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)
'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 B - PART 1
Schedule B — Part 1 _towholedollars: ^_w
Statement covers period
CALIFORNIA
Loans Received
from 1/1/2021
FORM
through 6/30/2021
Page 4 of 5
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
FULL NAME, STREET ADDRESS AND ZIP CODE
IF 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
BEGINNING THIS
PERIOD
THIS PERIOD *
CLOPERIOD HIS
PERIOD
LOAN
TO DATE
NAME OF BUSINESS)
PERIOD
❑ PAID
CALENDAR YEAR
Doug Case
retired
$
739
0
739
$ 739
12445 Green Meadow Lane
$
%
$
❑ FORGIVEN
PER ELECTION**
Saratoga, CA 95070
RATE
0
739
$
$
12/31 /21
$
$
$
t m IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
DATE DUE
DATE INCURRED
PAID
CALENDAR YEAR
❑ FORGIVEN
RATE
PER ELECTION**
t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
DATE DUE
DATE INCURRED
❑ PAID
CALENDAR YEAR
❑ FORGIVEN
PER ELECTION**
RATE
$
$
$
$
$
I
DATE INCURRED
t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
I
DATE DUE
I
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.) .............................
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.
$ 739
$ 0
NET $ 739
(May be a negative number)
(Enter (e) 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
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Amounts may be rounded
to whole dollars.
Statement covers period
from 1 /1 /2021
through 6/30/2021
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment
Page 5 of 5
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 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)
Secetary of State
NAME AND ADDRESS OF PAYEE
CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
FIL I Annual campaign account maintenance fee
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.)...............................................................
2. Unitemized payments made this period of under$100............................................................................................
3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).) ...............................
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.).
200
SUBTOTAL$
200
............................... $
10
............................... $ 0
.................. TOTAL $ 210
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov