No preview available
HomeMy WebLinkAboutForm 460 - Gina Daly for Board of Education Trustee 2024; Termination 11-29-23Recipient Committee D COVER PAGE Campaign Statement Cover Pagenj (Government Code Sections 84200-84216.5) DEC 2 0 2023 Statement covers period Date of election if apl licabl : 1 10 (Month, Day, Yea') P ge of from 07/01/2023 CI CLERK'S OFFIC For Official Use Only SEE INSTRUCTIONS ON REVERSE through 11/29/2023 11/05/2024 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. 2. Type of Statement: ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement Q State Candidate Election Committee Committee ❑ Semi-annual Statement ❑ Special Odd -Year Report Q Recall O Controlled Termination Statement ® ❑ Supplemental Preelection (Also Complete Part5) � Sponsored (Also File a Form 410 Termination) Statement -Attach Form 495 (Also Complete Part 6) ❑ General Purpose Committee ❑ Amendment (Explain below) Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee — Q Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I D. NUMBER Treasurer(s) 1430031 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER Friends of Gina Daly for Board of Education Trustee Area 1 2024 Gina Daly MAILING ADDRESS STREET ADDRESS (NO P.O BOX) CITY STATE ZIP CODE AREA CODE/PHONE Oakland CA 94607 ( CITY STATE ZIP CODE AREA CODE/PHONE NAME OF ASSISTANT TREASURER, IF ANY Oakland CA 94607 ( Stacy Owens MAILING ADDRESS (IF DIFFERENT) NO AND STREET OR PO. BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE Oakland CA 94607 ( OPTIONAL: FAX / E-MAIL ADDRESS 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. Stacy Owens Executed on By Date Signature of Controlling Officeholder, Candidate, Stale Measure Proponent Executed on By Dale Signature of Controlling Officeholder, Candidate, Stale Measure Proponent FPPC Form 460 (Jan12016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov www.netfile.com Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Gina Daly OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Board of Education Trustee San Rafael District 1 RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP San Rafael CA 94903 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 STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/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 AREA CODE/PHONE www.netfile.com COVER PAGE - PART 2 Page 2 of to 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER I JURISDICTION I ❑ 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 ❑ 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 Summary Page to whole dollars. SEE INSTRUCTIONS ON REVERSE SUMMARY PAGE Statement covers period from 07/01/2023 through 11/29/2023 Page 3 of 10 NAME OF FILER Friends of Gina Daly for Board of Education Trustee Area 1 2024 Column Contributions Received TOColumnA TALTHIS PERIOD CALENDAR YEAR (FROM ATTACHED SCHEDULES) TOTALTO DATE 1. Monetary Contributions ...................... _._... Schedule A, Line 3 $ 0.00 $ 0.00 2 Loans Received ..................................... _. _ _ _. _ Schedule a, Line 3 0.00 0.00 3 SUBTOTAL CASH CONTRIBUTIONS ........................ Add Lines 1 + 2 $ 0.00 $ 0.00 4. Nonmonetary Contributions .................................... Schedule C, Line 3 0.00 0.00 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3+4 $ 0.00 $ 0.00 Expenditures Made 6. Payments Made ....................................................... Schedule e, Line 4 $ 27, 963.65 $ 28, 630.40 7. Loans Made............................................................. Schedule H, Line 3 0.00 0.00 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 $ 27,963.65 $ 28,630.40 9. Accrued Expenses (Unpaid Bills)...............................ScheduleF Line -372.65 0.00 10. Nonmonetary Adjustment ......................................... Schedule C, Line 3 0.00 0.00 11. TOTAL EXPENDITURES MADE...............................Add Lines 8+9+10 $ 27,591.00 $ 28,630.40 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. Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ www.netfile.com 27,945.65 To calculate Column B, add 0.00 amounts in Column A to the corresponding amounts 18.00 from Column B of your last 27, 963 .65 report Some amounts in Column A may be negative 0.00 figures that should be subtracted from previous period amounts. If this is +L.e Fi.c+ rennh L.vi nr. +ile,l from Lines 2, 7, and 9 (if any) 0.00 0.00 I.D. NUMBER 1430031 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 D Cr.HFnl ]IF n summary OT txpenanures Statement covers period " Supporting/OpposingOthAmounts may be rounded Other • 460 to whole dollars. Candidates, Measures and Committees from 07/01/2023 • ' SEE INSTRUCTIONS ON REVERSE through 11/29/2023 Page 4 of 10 NAME OF FILER ID NUMBER Friends of Gina Daly for Board of Education Trustee Area 1 2024 1430031 DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR TYPE OF PAYMENT DESCRIPTION AMOUNT THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE MEASURE NUMBER OR LETTER AND JURISDICTION, (IF REQUIRED) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OR COMMITTEE 08/30/2023 Carolina Martin School Board] Monetary 5,500.00 5,500.00 G2022 $5,500.00 San Rafael City School District Contribution District 4 ❑ Nonmonetary Contribution ❑ Independent (] Support ❑ Oppose Expenditure 08/30/2023 Rachel Farac Ej Monetary 500.00 500.00G2022 $500.00 City Council Member City of Novato Contribution District 2 ❑ Nonmonetary Contribution ❑ Independent ® Support ❑ Oppose Expenditure C8/30/2023 Heather McPhail Sridharan 1,000.00 1,000.00 P2024 $1,000.00 County Supervisor] Monetary County of Marin Contribution District 2 ❑ Nonmonetary Contribution ❑ Independent © Support ❑ Oppose Expenditure SUBTOTAL $ 7,000.00 Schedule D Summary 1. Contributions and independent expenditures made this period of $100 or more. (Include all Schedule D subtotals.) .................................. 2. Unitemized contributions and independent expenditures made this period of under$100......................................................................... $ 7,500.00 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.) ... ....... TOTAL $ 0.00 7,500.00 www.netffle.com FPPC Form 460 (Jan12016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov Schedule D (Continuation Sheet) SCHEDULE D (OON T.) Summary of Expenditures Amounts may be rounded Statement covers period to whole dollars. e Supporting/Opposing Other • from 07/01/2023 Candidates, Measures and Committees through 11/29/2023 Page 5 of 10 NAME OF FILER I D NUMBER Friends of Gina Daly for Board of Education Trustee Area 1 2024 1430031 DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR TYPE OF PAYMENT DESCRIPTION AMOUNT THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE MEASURE NUMBER OR LETTER AND JURISDICTION, (IF REQUIRED) PERIOD (JAN.1- DEC. 31) (IF REQUIRED) OR COMMITTEE O8/30/2023 Shanelle Scales -Preston Monetary 500.00 SOO.00 P2024 $SOO.00 County Supervisor © County of Contra Costa Contribution District 5 ❑ Nonmonetary Contribution ❑ Independent E❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure SUBTOTAL $ 500.00 www.netfile.com FPPC Form 460 (Jan12016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Amounts may be rounded to whole dollars. Friends of Gina Daly for Board of Education Trustee Area 1 2024 Statement covers period from 07/01/2023 through 11/29/2023 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. SCHEDULE E Page 6 of 10 I.D. NUMBER 1430031 CMP campaign paraphernalia/misc MBR member communications RAID 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 (IFCOMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR Carolina Martin for San Rafael City Schools District 4 2022 (ID# CTB 1449397) Lakeport, CA 95453 Farac for City Council 2022 (ID# 1449294) CTB Novato, CA 94947 Friends of Heather McPhail Sridharan for Marin County Supervisor 2024 CTB (ID# 1461685) Kentfield, CA 94904 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary DESCRIPTION OF PAYMENT AMOUNT PAID 5,500.00 500.00 1,000.00 SUBTOTAL$ 7,000.00 1. Itemized payments made this period. Include all Schedule E subtotals. ........... $ 27, 869.65 2. Unitemized payments made this period of under$100................................................................................................................. ........... $ 94.00 3. Total interest paid this period on loans. Enter amount from Schedule B, Part 1, Column e . .........., 0.00 4. Total payments made this period. Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6. ... TOTAL $ 27, 963.65 www.netfile.com FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) www.fppc.ca.gov Schedule E (Continuation Sheet) Amounts may be rounded Payments Made to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Friends of Gina Daly for Board of Education Trustee Area 1 2024 Statement covers period from 07/01/2023 through 11/29/2023 SCHEDULE E Page 7 of 10 I.D. NUMBER 1430031 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 AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CVC HeadsUp San Rafael Public Education Foundation 19,030.75 San Rafael, CA 94901 S.E. Owens & Company PRO 234.00 Oakland, CA 94607 S.E. Owens & Company PRO 412.00 Oakland, CA 94607 Shanelle Scales -Preston for Supervisor 2024 (ID# 1461555) CTB 500.00 Sacramento, CA 95841 WEpac (ID# 94-3356338) PRO 320.25 San Rafael, CA 94903 "Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 20,497.00 www.netfile.com FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) www.fppc.ca.gov Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Amounts may be rounded to whole dollars. Statement covers period from 07/01/2023 through 11/29/2023 SCHEDULE E Page B of 10 I.D. NUMBER Friends of Gina Daly for Board of Education Trustee Area 1 2024 I 1430031 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 RAID 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 FIND 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) WEpac (ID# 94-3356338) San Rafael, CA 94903 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID PRO 372.65 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. www.netfile.com SUBTOTAL$ 372.65 FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) www.fppc.ca.gov SCHEDULEF Schedule F Amounts may be rounded Statement covers period CALIFORNIA Accrued Expenses (Unpaid Bills) to whole dollars. from 07/01/2023 .- • g 10 Page of SEE INSTRUCTIONS ON REVERSE through 11/29/2023 NAME OF FILER I.D. NUMBER Friends of Gina Daly for Board of Education Trustee Area 1 2024 1430031 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 RAID radio airtime and production costs CNS campaign consultants MfG 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 CREDITOR CODE OR ( OUTSTAA NDING ( AMOUNTIN CURRED (c) AMOUNT PAID ( OUTSTANDING (IF COMMITTEE, ALSO ENTER I D NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD WEpac (ID# 94-3356338) PRO 372.65 0.00 372.65 0.00 454 Rafael, CA 94903 • Payments that are contributions or independent expenditures must also be SUBTOTALS $ 372 . 65$ summarized on Schedule D. Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.)....................... 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) . 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.)................................................................................................ 0.00$ 372.65$ 0.00 ................. .... INCURRED TOTALS $ 0.00 ............................... PAID TOTALS $ 372.65 NET www.neffile.com FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) www.fppc.ca.gov Schpdulp I Miscellaneous Increases to Cash Amounts may be rounded Statement covers period to whole dollars. from 07/01/2023 through 11/29/2023 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Friends of Gina Daly for Board of Education Trustee Area 1 2024 . � page 10 Of 10 I.D. NUMBER 1430031 DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER I D NUMBER) DESCRIPTION OF RECEIPT AMOUNT OF INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. Schedule I Summary 1. Itemized increases to cash this period........................................................................................................................ $ 2. Unitemized increases to cash of under $100 this period............................................................................................. $ 3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).)................................. $ 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the SummaryPage, Line 14.)........................................................................................................................... TOTAL $ www.netfile.com SUBTOTAL $ 0.00 18.00 0.00 18.00 0.00 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov