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HomeMy WebLinkAboutForm 460 063011 Committee to Elect Roberta FonziRecipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) Type or print in ink. Statement covers periodI Date of election if applicable: from 1-1-2011 (Month, Day, Year) SEE INSTRUCTIONS ON REVERSE I through 6-30-2011 1. Type of Recipient Committee: all Committees - complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee 0 Recall Q Controlled (A/so Complete Part 5) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee O Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Also Complete Part 7) 3. Committee InformationI.D. NUMBER 1308152 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Committee To Elect Roberta Fonzi (C.T.E.R.F.) STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Atascadero CA 93422 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX NA CITY STATE ZIP CODE AREA CODE/PHONE NA OPTIONAL: FAX / E-MAIL ADDRESS am Date Stamp M Ra �. 4.. J d 7 COVERPAGE Page 1 of 4 I For Official Use Only 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement 62 Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement ❑ Supplemental Preelection (Also file a Form 410 Termination) Statement - Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Brian P. Sturtevant MAILING ADDRESS CITY STATE ZIP CODE Atascadero CA 93422 NAME OF ASSISTANT TREASURER, IF ANY Alfred J. Fonzi II MAILING AnnRFsa 3E CITY STATE ZIP CODE AREA CODE/PHONE E Atascadero CA 93422 OPTIONAL: FAX / E-MAIL ADDRESS NA 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 — - Executed on 7-29-2011 By - Date SignJurq ofTrea urerorAssistantTreasurer 7-29-2011. - Executed on By f .i t f '•. Date Signature of Controlling Officehold9f, , e Candidate, Stateas re Proponent or Responsible Officer ofSponsor 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) 15) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) 12) State of California iia Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Roberta Fonzi Type or print in ink. COVER PAGE - PART 2 2 CALIFORNIA .- .1 FPage 2 of 4 6. Primarily Formed Ballot Measure Committee OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Atascadero City Council Member RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Atascadero CA 93422 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 COMMITTEENAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. Y. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD 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 (January/05) f05 FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) 72 State of California nk Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. SUMMARY PAGE Statement covers period from 1-1-2011 through 6-30-2011 page 3 of 4 NAME OF FILER I.D. NUMBER Committee To Elect Roberta Fonzi 1308152 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTALTHIS PERIOD (FROMATTACHED SCHEDULES) CALENDARYEAR TOTALTODATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A, Line 3 $ 0 $ 0 2. Loans Received...................................................... schedule e, Line 3 -200 2211.96 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ -200 $ -200 20. Contributions Received $ $ 4. Nonmonetary Contributions .................................... Schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 $ -200 $ -200 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ....................................................... schedule E, Line 4 $ 0 $ 0 Candidates 7. Loans Made............................................................. Schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS Add Lines 6 + 7 $ 0 $ 0 22. Cumulative Expenditures Made* .......:.................... ........ (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, Line 3 0 0 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8 + 9 + 10 $ 0 $ 0 J $ Current Cash Statement $ 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 314.96 To calculate Column B, add 13. Cash Receipts ............ :............... ....................... Column A, Line 3 above -200 amounts in Column A to the 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 0 corresponding amounts from Column B of your last *Amounts in this section may be different from amounts reported in Column B. 15. Cash Payments .................................................. Column A, Line 8 above 0 report. Some amounts in Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 114.96 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 e, Part 2 $ 0 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2, 7, and 9 (if any). 18. Cash Equivalents ........................................ See instructions on reverse $ 0 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column 8 above $ 2211.96 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) SCHEDULEB-PART1 T1 scneauie ti — vart i- ' - Amouu nts may be rounded Loans Received to Whole dollars. Statement covers period 1-1-2011 CALIFORNIA from • Page 4 of 4 SEE INSTRUCTIONS ON REVERSE through 6-30-2011 NAME OF FILER I.D. NUMBER Committee To Elect Roberta Fonzi 1308152 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING BALANCE AMOUNT O (o) AMOUNTPAID OUTSTANDING (e) INTEREST (f) ORIGINAL (g) CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I. D. NUMBER) (IF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN gALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAME OF BUSINESS) PERIOD THIS PERIOD* PERIOD PERIOD LOAN TO DATE Roberta Fonzi Realtor @ Century 21 PAID CALENDAR YEAR Hometown $ 200 $ 1956.96 0 656.96 $ 0 Atascadero, CA 93422 $ ❑ FORGIVEN PERELECTION— RATE $ 2156.96 $ 0 $ 0 NA $ 0 10-18-08 $ NA t� IND - ❑COM [_1OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED RohPrta Fonzi Realtor @ Century 21 ❑ PAID CALENDARYEAR Hometown $ 0 $ 130 0% 130 $ 0 Atascadero, CA 93422 $ ❑ FORGIVEN RATE PERELECTION** $ 130 $ 0 $ 0 NA $ 0 9-27-10 $ NA t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED Roberta Fon7i Realtor @ Century 21 ❑ PAID CALENDARYEAR Hometown $ 0 $ 125 0% 125 $ 0 Atascadero, CA 93422 $ ❑ FORGIVEN PERELECTION— RATE $ 125 $ 0 $ 0 NA $ 0 9-30-10 $ NA DATE DUE DATE INCURRED t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ 0$ 200$ 2211.96 $ 0 �' Schedule B Summary 1. Loans received this period ................................ I....... ............................... (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 orforgiven.) (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. ........................................ $ ........................................... $ L 200 NET $ -200 (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 Parry SCC—Small Contributor Committee J Y) e FPPC Form 460 (January/05) 05 FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) 72;