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HomeMy WebLinkAboutForm 460 Fonzi for Council 123112 Recipient Committee Type COVER PAGE Campaign Statement ype ®r print in ink. t ���;� CALIFORNIA 460 Cover Page FORM (Government Code Sections 84200-84216.5) JAN 2 8 2013 Page 1 of 6 Statement covers period Date of election if applicable: 10-21-12 (Month, Day,Year) For Official Use Only from CITY OF ATASCADERO SEE INSTRUCTIONS ON REVERSE through 12-31-12 11-6-12 CITY CLERKS OFFIC E 1. Type of Recipient Committee: AU Committees—Complete Parts 1,2,3,and 4. 2. Type of Statement: Ul Officeholder,Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement 0 State Candidate Election Committee Committee ❑ Semi-annual Statement ❑ Special Odd-Year Report O Recall 0 Controlled [2] Termination Statement ❑ Supplemental Preelection (Also Complete Part 5) 0 Sponsored (Also file a Form 410 Termination) Statement-Attach Form 495 (Also Complete Part 6) ❑ General Purpose Committee ❑ Amendment(Explain below) 0 Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee - Q Political Party/Central Committee (Also Complete Par7) 3. Committee Information I.D. NUMBER Treasurer(s) 1308152 COMMITTEE NAME(OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER Fonzi For Council 2012 Alfred J. Fonzi II MAILING ADDRESS ue STRFFT ADDRESS(NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE • Atascadero CA 93422 CITY STATE ZIP CODE AREA CODE/PHONE NAME OF ASSISTANT TREASURER, IF ANY Atascadero CA 93422 NA MAILING ADDRESS (IF DIFFERENT) NO.AND STREET OR P.O. BOX MAILING ADDRESS NA NA CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE NA NA •PTtntaAI- FAX /E-MAIL ADDRESS OPTIONAL: FAX/E-MAIL ADDRESS ajfonzi2 @hotmail.com 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my nowledge r e i • 'contained here.. nd 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 corm. , 1-27-13 44 Executed on By .+rr... "�_r arr Date N. dr �/1i S'• .ture ofT:.su-r or Assistant Treasurer Executed on 1-27-13 r/J f Date By Signature of Controlling Ofi er,Can:date,Stat/ asure 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(8661275-3772) State of California Type or print in ink. COVER PAGE-PART2 Recipient Committee Campaign Statement FARM 460 Cover Page—Part 2 Page 2 of 6 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Roberta Fonzi OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Atascadero City Council Member RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP Atascadero CA 93422 Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER,CANDIDATE,OR PROPONENT 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 OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s)or candidate(s)for which this committee is primarily formed. ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE COMMITTEE NAME I.D. NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT El OPPOSE NAME OF TREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ YES El NO ❑ SUPPORT ❑ OPPOSE COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) State of California Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded d i t t aemen covers period w ^ 6 U Summary Page to whole dollars. Statement CALIFORNIA (�, from 10-21-12 FORM SEE INSTRUCTIONS ON REVERSE through 12-31-12 Page 3 of 6 NAME OF FILER I.D. NUMBER Fonzi For Council 2012 1308152 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTAL THIS PERIOD CALENDAR YEAR (FROM ATTACHED SCHEDULES) TOTALTO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions Schedule A,Line 3 $ 0 $ 4315 2. Loans Received Schedule B,Line 3 _ -2211.96 0 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1+2 $ -2211.96 $ 2103.04 20. Contributions Received $ $ 4. Nonmonetary Contributions Schedule C,Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3+4 $ -2211.96 $ 2103.04 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made Schedule E,Line 4 $ 801.11 $ 2523.91 Candidates 7. Loans Made Schedule H,Line 3 0 0 801.11 2523.91 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS Add Lines 6+7 $ $ (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) Schedule F,Line 3 0 0 Date of Election Total to Date 10. Nonmonetary Adjustment Schedule C,Line3 0 0 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE Add Lines 8+9+10 $ 801.11 $ 2523.91 / / $ Current Cash Statement I 1 $ 12. Beginning Cash Balance Previous Summary Page,Line 16 $ 3013.07 To calculate Column B,add 13.Cash Receipts Column A,Line 3 above -221 1.96 amounts in Column A to the 0 corresponding amounts *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash Schedule 1,Line 4 from Column B of your last reported in Column B. 15.Cash Payments Column A,Line 8 above 801.11 report. Some amounts in Column A may be negative 16.ENDING CASH BALANCE Add Lines 12+13+14,then subtract Line 15 $ 0 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED Schedule B,Part 2 $ 0 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2,7,and 9(if 0 any). 18. Cash Equivalents See instructions on reverse $ 19. Outstanding Debts Add Line 2+Line 9 in Column B above $ 0 FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC(866/275-3772) Type or print in ink. SCHEDULEB-PART1 Schedule B—Part 1 Amounts may be rounded Statement covers period Loans Received to whole dollars. 10-21-12 CALIFORNIA 460 from FORM SEE INSTRUCTIONS ON REVERSE through 12-31-12 Page 4 of 6 NAME OF FILER I.D. NUMBER Fonzi For Council 2012 1308152 IF AN INDIVIDUAL, ENTER (a) (b) Id) (d) (e) (r) (g) FULL NAME,STREET ADDRESS AND ZIP CODE OUTSTANDING AMOUNT AMOUNT PAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OCCUPATION AND EMPLOYER BALANCE BALANCE AT OF LENDER - (IF SELF-EMPLOYED,ENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE,ALSO ENTER I.D.NUMBER) NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD* PERIOD PERIOD LOAN TO DATE Roberta Fonzi Realtor @ Century 21 PAID CALENDAR YEAR Hometown $ 1956.96 $ 0 0 % $ 656.96 $ 0 Atascadero, CA 93422 ❑FORGIVEN RATE PER ELECTION** $ 1956.96 $ 0 $ 0 NA $ 0 10-18-08 $ NA t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED Roberta Fonzi Realtor @ Century 21 ©PA1D CALENDAR YEAR Hometown $ 130 $ 0 0 % $ 130 $ 0 Atascadero, (:H`JJ4GL ❑FORGIVEN RATE PER ELECTION** $ 130 $ 0 $ 0 NA $ 0 9-27-10 $ NA TV IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED Rnhrerta Fnn7i Realtor @ Century 21 ©PAID CALENDAR YEAR Hometown $ 125 $ 0 0 , $ 125 $ 0 Atascadero, CA 93422 ❑FORGIVEN RATE PER ELECTION** $ 125 $ 0 $ 0 NA $ 0 9-30-10 $ NA tQ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED SUBTOTALS $ 0$ 2211.96 $ 0 $ 0 (Enter(e)on Schedule B Summary Schedule E,Line 3) 1. Loans received this period $ 0 (Total Column(b)plus unitemized loans of less than$100.) tContributor Codes 2211.96 IND—Individual 2. Loans paid or forgiven this period $ COM-Recipient Committee (Total Column(c)plus loans under$100 paid or forgiven.) (other than PTY or SCC) (Include loans paid by a third party that are also itemized on Schedule A.) OTH—Other(e.g.,business entity) PTY—Political Party 3. Net change this period. (Subtract Line 2 from Line 1.) NET $ -2211.96 SCC-Small Contributor Committee Enter the net here and on the Summary Page,Column A, Line 2. (May beanegative number) *Amounts forgiven or paid by another party also must be reported on Schedule A. **If required. FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) SCHEDULE E Schedule E Type or print in ink. Statement covers period ',"‘.01.1 w Payments Made Amounts may be rounded CALIFORNIA h y to whole dollars. 10-21-12 FORM from SEE INSTRUCTIONS ON REVERSE through 12-31-12 Page 5 of 6 NAME OF FILER I.D. NUMBER Fonzi For Council 2012 1308152 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP 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 tv. 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 ND 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.0.NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Atascadero Fire Dept Donation for Disaster Response Trailer 6005 Lewis Ave. CVC 150 Atascadero, CA 93422 Atascadero Police Canine Assoc. Donation P.O. Box 911 CVC 150 Atascadero, CA 93422 Atascadero Loaves and Fishes Donation 5411 El Camino Real CVC 150 Atascadero, CA 93422 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 450 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) $ 684.71 2. Unitemized payments made this period of under$100 $ 116.40 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 $ 801.11 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Schedule SCHEDULE E(CONT.) Type or print in ink. (Continuation Sheet) may Statement covers period 460 Amounts ma be rounded CALIFORNIA Payments Made to whole dollars. 10-21-12 FORM from through 12-31-12 Page 6 of 6 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D.NUMBER Fonzi For Council 2012 1308152 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 1RC candidate travel,lodging,and meals FND fundraising events POL polling and survey research IRS staff/spouse travel, lodging, and meals NJ 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) Atascadero Friends of the Library Donation for new library 8525 Paseo De Caballo CVC 150 Atascadero, CA 93422 MOWW Monument Project Donation for monument P.O. Box 2471 CVC 84.71 Atascadero, CA 93423 *Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 234.71 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772)