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HomeMy WebLinkAboutForm 460 - Rachel Kertz for City Council 2024; 2nd preelectionRecipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 9/22/2024 through 10/19/2024 1. Type of Recipient Committee: All committees - Complete Parts 1, 2, 3, and 4. V Officeholder, Candidate Controlled Committee ❑ State Candidate Election Committee ❑ Recall (Also Complete Part 5) ❑ General Purpose Committee ❑ Sponsored Small Contributor Committee Political Party/Central Committee 3. Committee Information 4. ❑ Primarily Formed Ballot Measure Committee ❑ Controlled ❑ Sponsored (Also Complete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part7) I.D. NUMBER COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE/PHONE Novato CA 94945 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX/E-MAIL ADDRESS COVER PAGE to 1 Mn 1 .- 1 Date of election able:: ( 1 r,r,� Page of (Month, Da , V _ v For Official Use Only 11/05/2024 1 CnCLERK'S 2. Type of Statement: Z 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 Tamara Hull MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE Novato CA 94945 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 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 foregoin Assistant Treasurer Executed on 10/24/2024 Date Executed on Date Executed on Date 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 Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Rachel Kertz OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) City Council, City of San Rafael, District 4 RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Novato CA 94945 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 I.D. NUMBER NAME OF TREASURER I CONTROLLED GUMMI I I tt7 ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. CITY STATE ZIP CODE AREACODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER I CONTROLLED GUMMI I I ELY ❑ YES ❑ NO COMMITTEE ET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of i 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 SUMMARY PAGE Summary MPa a to whole dollars. Statement covers period from EM g 9/22/2024 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 through 10/19/2024 Page 3 of I.D. NUMBER Column A Column B Calendar Year Summary for Candidates Contributions Received TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... schedule A, Line 3 $ 9,555.00 $ 23,735.00 0 0 1/1 through 6/30 7/1 to Date 2. Loans Received................................................................ schedule e, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 + 2 9,555.00 $ 23,735.00 $ 20. Contributions 6,915.00 16,820.00 Received $ $ 4. Nonmonetary Contributions ............................................ schedule C, Line 3 0 0 21. Expenditures 183.29 7,557.55 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ 9,555.00 $ 23,735.00 Made $ $ Expenditures Made 6. Payments Made................................................................ schedule E, Line 4 $ 3,631.56 $ 7.740.84 7. Loans Made....................................................................... schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 3,631.56 $ 7,740.84 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F Line 3 0 0 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 0 0 11. TOTAL EXPENDITURES MADE....................................Add Lines 8+9+10 $ 3,631.56 $ 7,740.84 Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 10,070.72 To calculate Column B, 13. Cash Receipts........................................................... Column A, Line 3 above 9,555.00 add amounts in Column 0 Ato the corresponding 14. Miscellaneous Increases to Cash .................................. schedule 1, Line 4 amounts from Column B 15. Cash Payments......................................................... Column A, Line 8 above - 31. 56 of your last report. Some631 amounts in Column A may 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 15,994.16 be negative figures that should be subtracted from if this is a termination statement, Line 16 must be zero. previous period amounts. If this is the first report being 17. LOAN GUARANTEES RECEIVED ................................ Schedule e, Part 2 $ Q filed for this calendar year,only carry over the amounts from Lines 2, 7, and 9 (if Cash Equivalents and Outstanding Debts 0 any)' 18. Cash Equivalents ................................................ see instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column 8 above $ 0 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 A Amounts may be rounded SCHEDULE A to whole dollars. Monetary Contributions ReceivedCALIFORNIA Statement covers period , from 9/22/2024 - through 10/19/2024 Page 4 of + SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 1473447 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 OF BUSINESS) PERIOD (JAN.1-DEC. 31) (IF REQUIRED) 9/22/24 Keith Odom IND Consultant 100.00 100.00 100.00 ElCOM ❑ OTH PriceWaterhouseCoopers Portland, OR 97202 ❑ PTY ❑ SCC 9/22/24 Dennis Rodoni Z IND Supervisor 100.00 100.00 100.00 El COM ❑ OTH County of Marin �' Point Reyes Station, CA 9495 ❑ PTY ❑ SCC 9/22/24 )one Catechi D IND Retired 100.00 100.00 100.00 El COM ❑ OTH Corte Madera, CA 94925 ❑ PTY ❑ SCC 9/22/24 Kim Friedman Z IND Founder & CEO 100.00 100.00 100.00 ❑ COM ❑ OTH Hire On Demand San Anselmo, CA 94960 ❑ PTY ❑ SCC 9/28/24 Sarah McClendon © IND Retired 50.00 100.00 100.00 ❑ COM ❑ OTH San Rafael, CA 94903 ❑ PTY ❑ SCC SUBTOTAL $ 450.00 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.).......................................................................................... 2. Amount received this period — unitemized monetary contributions of less than $100 ............ 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)............ $ 9,375.00 180.00 TOTAL $ 9,555.00 '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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period from 9/22/2024 - through 10/19/2024 Page 5 of NAME OF FILER I.D. NUMBER Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 1473447 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * EMPLOYER OCCUPATION AND E RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 9/30/24 Stephen Isaacs ® IND Retired 100.00 200.00 200.00 ❑ COM ❑ OTH Greenbrae, CA 94904 ❑ PTY ❑ SCC 9/30/24 Marin Builders Association PAC ❑ IND 500.00 500.00 500.00 0 COM ❑ OTH San Rafael, CA 94903 ❑ PTY ❑ SCC 10/1/24 Patricia Garbarino W1 IND Businessperson 500.00 500.00 500.00 ❑ CoM ❑ OTH Marin Sanitary Service San Rafael, CA 94901 ❑ PTY ❑ SCC 10/l/24 Laurie Dubin Z IND Retired 125.00 243.00 243.00 ❑ COM ❑ OTH Larkspur, CA 94939 ❑ PTY ❑ SCC 10/3/24 We Power California - Pacific Gas & Electric ❑ IND 200.00 200.00 200.00 Company Employees PAC 0 COM ❑ OTH Oakland, CA 94612 ❑ PTY SCC SUBTOTAL $ 1,425.00 `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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers periodCALIFORNIA I ' from 9/22/2024 • - through 10/19/2024 Page 6 of NAME OF FILER I.D. NUMBER Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 1473447 FULL NAME, STREETADDRESS 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) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 10/3/24 Marin Professional Firefighters PAC ❑ IND 2,500.00 2,500.00 2,500.00 El COM ❑ OTH Sacramento, CA 95814 ❑ PTY ❑ ScC 10/5/24 Aimee Nalle ® IND HR Director 250.00 250.00 250.00 ElCOM ❑ OTH Degenkolb Engineers El Cerrito, CA 94530 ❑ PTY ❑ SCC 10/5/24 Laura Duffy m IND Physician, Laura Duffy 125.00 225.00 225.00 El COM ❑ OTH San Rafael, CA 94903 ❑ PTY ❑ SCC 10/6/24 Marin Women's PAC ❑ IND 200.00 200.00 200.00 ® COM ❑ OTH Kentfield, CA 94914 ❑ PTY ❑ SCC 10/8/24 Richard Pushkin W1 IND Research Physician, 125.00 225.00 225.00 ElcoM ❑ OTH Madrigal Pharmaceuticals San Rafael, CA 94903 ❑ PTY scC SUBTOTAL $ 3,200.00 *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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIFORNIA from 9/22/2024 .1 FORM through 10/19/2024 7 Page of _ NAME OF FILER I.D. NUMBER Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 1473447 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) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 10/9/24 Lora Levin Z IND Retired 250.00 500.00 500.00 ❑ COM ❑ OTH Napa, CA 94558 ❑ PTY ❑ ScC 10/9/24 Michael Watenpaugh ® IND Retired 125.00 125.00 125.00 ❑ COM ❑ OTH San Rafael, CA 94901 ❑ PTY ❑ SCC 10/11/24 Emily Smith Z IND Attorney 125.00 125.00 125.00 ❑ CoM ❑ OTH State of California San Rafael, CA 94903 ❑ PTY ❑ SCC 10/13/24 Kyri McClennan Z IND Homemaker 250.00 250.00 250.00 El COIN ❑ OTH San Rafael, CA 94901 ❑ PTY ❑ SCC 10/13/24 Deborah Lightfoot m IND VP Finance 125.00 125.00 125.00 ❑ coM ❑ OTH Glo Dollar San Francisco, CA 94147 ❑ PTY SCC SUBTOTAL $ 875.00 *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 Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period , from 9/22/2024 - through 10/19/2024 Page 8 of NAME OF FILER I.D. NUMBER Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 1473447 FULL NAME, STREETADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE CONTRIBUTOR CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED THIS CALENDARYEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME) OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 10/13/24 Catherine Way IND Retired 125.00 175.00 175.00 COM ElElO OTH Larkspur, CA 94939 ❑ PTY ❑ SCC 10/15/24 Kathleen Kaneko ® IND Retired 100.00 100.00 100.00 COM ElElO OTH Novato, CA 94949 ❑ PTY ❑ Scc 10/17/24 SRCC Candidates PAC ❑ IND 2,000.00 2,000.00 2,000.00 E] COM ❑ OTH San Rafael, CA 94901 ❑ PTY ❑ SCC 10/18/24 California Real Estate PAC (CREPAC) ❑ IND 1,000.00 1,000.00, 1,000.00 ® COM ❑ OTH Los Angeles, CA 90071 ❑ PTY ❑ SCC 9/30/24 North Bay Labor Council AFL-CIO COPE ❑ IND Refund of advertising 200.00 200.00 200.00 W] COM ❑ OTH payment Santa Rosa, CA 95405 ❑ PTY El scc SUBTOTAL $ 3,425.00 *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) wwwJppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Committee to Re-elect Rachel Kertz for San Rafael City Council 2024 Amounts may be rounded to whole dollars. Statement covers period from 9/22/2024 through 10/19/2024 SCHEDULEE :ALIFUKNIA /� (. U FORM `� V I.D. NUMBER 1473447 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) Complete Digital LLC CNS Ad production, digital ads 3,000.00 Washinaton, DC 20003 Make It Home FND Community event 250.00 San Rafael, CA 94901 Davis Sign Company CMP Signs 109.25 San Rafael, CA 94901 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 3,359.25 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.) $ 3,359.25 $ 272.31 $ 3,631.56 ............. TOTAL $ 3,631.56 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov