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HomeMy WebLinkAboutForm 460 - Kate Colin for City Council 2013 (2013-12-31)Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) Type or print in ink. Statement covers period from 10/20/2013 SEE INSTRUCTIONS ON REVERSE through 12/31/2013 W 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. Officeholder, Candidate Controlled Committee F-1 Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete Part 5) 0 Sponsored San Rafael (Also Complete Part 6) F-1 General Purpose Committee MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE San Rafael CA 94915-0817 OPTIONAL: FAX / E-MAIL ADDRESS Date of election if applicable: (Month, Day, Year) 11/5/2013 For Official Use Only 2. Type of Statement: F-1 Preelection Statement � Quarterly Statement V Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement F-1 Supplemental Preelection (Also file a Form 410 Termination) Statement - Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Richard Kalish MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE San Rafael CA 94901 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS rkalish@kalishnexon.com 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my kno dge 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 corre January 31, 2014 Executed on Date By Signature of Treasure Assistant Treasurer c_ January 31, 2014 Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent or Responsible Officer of Sponsor Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) State of California * _ * * • • A i CALIFORNIA i _ f FORM 460 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Kate B. Colin OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) City Councilmember RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP San Rafael, CA 94901 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? F YES NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Page 2 of 10 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION 0 SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD I DISTRICT NO. IF ANY 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT E] OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD El SUPPORT E] OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE Attach continuation sheets if necessary F PC Firm 460 (January/05) FPPC Tull -Free Helpline: 866/ASK-FPPC 866/275-3772 State of California Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 10/20/2013 41M TWO Zvi 9WIT91 Expenditures Made To calculate Column B, add through 12/31/2013 Page 3 of 10 SEE INSTRUCTIONS ON REVERSE 7. Loans Made ............................................................. Schedule H, Line 3 0 0 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6 + 7 $ NAME OF FILER 36598 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Line 3 0 I.D. NUMBER Friends of Kate Colin for San Rafael City Council 20131357514 Schedule C, Line 3 146 6489 Contributions Received 8586 $ Column A Column B Calendar Year Summary for Candidates TOTALTHIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTALTO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A, Line 3 $ 2613 $ 50645 2. Loans Received ...................................................... Schedule B, Line 3 -1000 0 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ 1613 $ 50645 20. Contributions Received $ $ 4. Nonmonetary Contributions .................................... Schedule C, Line 3 146 6608 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 $ 1759 $ 57253 Made $ $ Expenditures Made To calculate Column B, add 6. Payments Made ....................................................... Schedule E, Line 4 $ 8440 $ 36598 7. Loans Made ............................................................. Schedule H, Line 3 0 0 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6 + 7 $ 8440 $ 36598 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Line 3 0 0 10. Nonmonetary Adjustment .......................................... Schedule C, Line 3 146 6489 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8 + 9 + 10 $ 8586 $ 43087_ 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 1, Line 4 15. Cash Payments .................................................. Column A, Line 8 above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. ---- ---- --- 17. ----- ----- Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ 20874 To calculate Column B, add 1613 amounts in Column A to the 0 corresponding amounts from Column B of your last 8440 report. Some amounts in Column A may be negative 14047 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) *Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) Schedule ,: 1 Typeor print Monetary Contributions Amounts may t- t t® t Received towholet • Statement covers period from 10/20/2013 i SEE INSTRUCTIONS ON REVERSE through 12/31/2013 4 Page of 10 NAME OF FILER I.D. NUMBER Friends of Kate Colin for San Rafael City Council 2013 1357514 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE - Novi PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) MIND Marin Professional Firefighters PAC (930791) ® COM 10/24/13 555 Capital Mall, #1425 F] OTH 1 000 1 000 , Sacramento, CA 95814 ❑ PTY ❑ SCC ®IND 10/29/13 Sharon Fox ❑COM Video producer 100 100 F] OTH Sharon Fox San Rafael, CA 94901 0 PTY nSCC RIND Maribeth Bushey -Lang for Council (1358370) WCOM 12/11 /13 ❑ OTH 719 719 -San Rafael, CA 94915 ❑ PTY 1771 SCC F-1IND San Rafael Yes on Measure E1359555 ( ) WICOM 12/11/13 P.O. Box 150165 F� OTH 719 719 San Rafael, CA 94915 n PTY SCC F -I IND F COM F] OTH R PTY El SCC SUBTOTAL $ 21538 Schedule A Summary *Contributor Codes 1. Amount received this period -- itemized monetary contributions. IND - Individual (Include all Schedule A subtotals.)........................................................................................................ 21538 COM - Recipient Committee (other than PTY or SCC) 2. Amount received this period - unitemized monetary contributions of less than $100 ............................. 75 OTH - Other (e.g., business entity) P -- Political Party 3. Total monetary contributions received this period. 2 613 SCC -- Small Contributor Committee Add lines 1 and Z. Enter here and on the Summary Page, Column A, Line 1. I=PPC Form 460 January 05 FPPC Toll -Free Helpline: 8661ASK-FPPC (8661275-3772) Tuna nr nrint in ink 60-161 T IN big] 1:1 0.0 9.11 :4 0 Part 1 ­ I—— ... ...- SChedule b - A mounts may be rounded Statement covers period Loans Received to whole dollars. 10/20/2013 A A W SES1113i from 0 5 10 12/31/2013 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Friends of Kate Colin for San Rafael City Council 2013 1357514 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (a) OUTSTANDING BALANCE (b) AMOUNT (C) AMOUNT PAID (d) OUTSTANDING BALANCEAT (e) INTEREST M ORIGINAL W CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD* PERIOD PERIOD LOAN TO DATE Kate B. Colin Councilmember W1 PAID CALENDAR YEAR City of San Rafael $ 1000 $ 0 0 % $ 1000 $ San Rafael, CA 94901 [__j FORGIVEN RATE PER ELECTION" 1000 0 0 0 4/29/13 tF IND F COM W OTH F PTY F SCC $ $ $ DATE INCURRED $ DATE DUE PAID CALENDAR YEAR FORGIVEN RATE PER ELECTION $ DATE DUE tF IND F COM Ej OTH F PTY F] SCC DATE INCURRED F PAID CALENDAR YEAR F FORGIVEN RATE PER ELECTION" tF IND F COM F OTH F PTY F SCC $ $ DATE INCURRED $ DATE DUE SUBTOTALS $ 0 $ 1000 $ 0 $ 0 ------------------- — ------ 1 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. — -- - ----- ----- ---- --- - - ------------------- - ------- - A 1000 -1000 (May be a negative number) (Enter (e) on Schedule E, Line 3) 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 (January/05) FPPC Toll -Free Helpline: 8661ASK-FPPC (866/275-3772) l i i i i i i i : M , P ; i i i a i ! i i i covers period " CALIFORNIA 10/20/2013460 i FORM SEE INSTRUCTIONS ON REVERSE Fthrough 12/31/2013 Page Pa6 0# 10 NAME OF FILER I.D. NUMBER Friends of Kate Colin for San Rafael City Council 2013 1357514 DATE FULL NAME, STREET ADDRESS AND CONTRIBUTOR IF AN INDIVIDUAL, ENTER DESCRIPTION OF AMOUNT/ CUMULATIVE TO DATE PER ELECTION RECEIVED ZIP CODE OF CONTRIBUTOR CODE * OCCUPATION AND EMPLOYER (IF SELF -EMPLOYE, ENTER GOODS OR SERVICES FAIR MARKET VALUE CALENDAR YEAR TO DATE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) NAME OF BUSINESS) (JAN 1 - DEC 31 (IF REQUIRED) Gary Phillips BIND CPA, DZH Phillips Food and drinks 10/20/13 BOTH Mayor, City of San for fundraiser San Rafael, CA 94901 FI pRafael ❑ SCC ❑IND ❑ COM ❑ OTH PTY SCC T IND T COM ❑ OTH PTY SCC ❑IND ❑COM OTH T PTY EISCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 146 Schedule C Summary *Contributor Codes 1. Amount received this period — itemized nonmonetary contributions. 146 IND — Individual (Include all Schedule C subtotals.) ..................................................................................................................... COM - Recipient Committee (other than PTY or SCC) 2. Amount received this period -• unitemized nonmonetary contributions of less than 100 .................................... 0 OTH - Other (e.g., business entity) P — Political Party 3. Total nonmonetary contributions received this period. SCC —Small Contributor Committee Add Lines 1 and 2. Enter here and on the Summary Page, Colum , Dines 4 and 10. 146 9 ...................... TOTAL. FPPC Form 450(January/05) FPPC Tall -Free Helpline: 8651ASK-FPPC (8581275-3772) Schedule D SCHEDULED aum"Etry QT cX enunures type or print in ink. Statement covers period Amounts may be rounded �Supporting/OSupporting/Opposingtither � . , to whole dollars. 10/20/2013 Candidates, Measures and Committees from 12/31/2013 7 10 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Friends of Kate Colin for San Rafael City Council 2013 1357514 DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR MEASURE NUMBER OR LETTER AND JURISDICTION, TYPE OF PAYMENT DESCRIPTION AMOUNT THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE OR COMMITTEE {IF REQUIRED} PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) Bushey -Lang For San Rafael City Council Monetary Postage for shared mailer 12/4/13 FPPC No. 1358370 Contribution 680 530 Nonmonetary Contribution Independent ® Support ❑ Oppose Expenditure Damon Connolly for Supervisor 2014 Monetary 12/17113 FPPC No. 1361168 Contribution 500 500 rl Nonmonetary Contribution (] Independent ® Support ❑ Oppose Expenditure Monetary Contribution Nonmonetary Contribution Independent ❑ Support ❑ Oppose Expenditure SUBTOTAL $ 1180 Schedule D Summary 1. Itemized contributions and independent expenditures made this period. {Include all Schedule D subtotals.}......................................................... 0 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.) ............ TOTAL $ FPPC Form(January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) T SEE INSTRUCTIONS ON REVERSE NAME OF FILER Friends of Kate Colin for San Rafael City Council 2013 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 10/20/2013 through 12/31/2013 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page 8 of 10 I.D.NUMBER 1357514 CIVP 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 UVEB 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 AD -VANTAGE MARKETING LIT, POS 455 Tesconi Cir 2141 Santa Rosa, CA 95401 SC Design 555 Fifth Street, #101 H LIT 239 Santa Rosa, CA 95401 PS Paper 135 San Anselmo Ave. LIT 142 San Anselmo, CA 94960 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 2522 Schedule E Summary 1. Itemized payments made this period. (include all Schedule E subtotals.) .............................................................................................................. $ 8308 2. Uniternized payments made this period of under $100 .......................................................................................................................................... $ 136 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.) ............................. TOTA L $ 8444 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) Schedule E Type or print in ink. 4 (Continuation Sheet) Amounts may be roundell Paymad ents Me to whole dollars. NAME OF FILER Friends of Kate Colin for San Rafael City Council 2013 Statement covers period from 10/20/2013 through 12/31/2013 Page 9 of 1 #V I.D. NUMBER 1357514 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CIVP 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) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Signs Par Excellence 3485 Airway Drive CMP 275 Santa Rosa, CA 95403 Muelrath Public Affairs, Inc. 50 Old Courthouse Square, Ste 203 CNS 5000 Santa Rosa, CA 95404 San Rafael Joe's 931 4th Street FND 2156 San Rafael, CA 94901 Inner Workings 3950 Civic Center Drive LIT 1443 San Rafael, CA 94903 Balloon Delights 1125 Magnolia Avenue CMP 118 Larkspur, CA 94939 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Statement covers period CALIFORNIA 10/20/13 FORM 460 from 12/31/13 10 10 through age of NAME OF FILER I.D. NUMBER Friends of Kate Colin for San Rafael City Council 2013 1357514 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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) NAME AND ADDRESS OF PAYEE CODE OR DESCRIPTION OF PAYMENT (IF COMMITTEE, ALSO ENTER I.D. NUMBER) AMOUNT PAID Federal Express/Kinko's 777 Grand Avenue, #105 LIT San Rafael, Ca 94901 108 III! •111! 11• 111 111pi 111 111111 iq� FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-Fly PC (866/275-3772)