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Home My WebLink AboutForms 460 12-31-2011 Committee to Elect Roberta FonziRecipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) Type or print in ink. Statement covers period (Date of election if applicable: 7-1-2011 (Month, Day, Year) from _._._._.___ SEE INSTRUCTIONS ON REVERSE I through 12-31-11 1. Type of Recipient Committee: All committees - Complete Parts 1, 2, 3, and 4. Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled farm ComF.ee Psn s) 0 Sponsored (Am ComF/ax PaR 6) ❑ General Purpose Committee STATE 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee APIC Cernrhere PW ) 3. Committee Information I I.D. NUMBER IF NO COMMITTEE) Committee to Elect Roberta Fonzi (C.T.E.R.F.) STREET ADDRESS (NO PO- BOX) 7880 Sinaloa Avenue CITY STATE ZIP CODE AREA CODE/PHONE Atascadero CA 93422 (805)610-1419 MAILING ADDRESS (IF DIFFERENT) NO AND STREET OR P.O. BOX N/A CITY STATE ZIP CODE AREA CODE/PHONE N/A OPTIONAL. FAX / E-MAIL ADDRESS Robertafonzi@yahoo.com 4. Verification Date Stamp RECEIVED JAN ': 0 2012 COVERPAGE Page—.1.._ of_ 6 For Official Use Only ITY OF ATASCADERO I :ITY r!. FR`'^^c n,.-.ql-F 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement ® 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 4250 Tampico Rd. CITY STATE ZIP CODE AREA CODE/PHONE Atascadero CA 93422 (805)461-1334 NAME OF ASSISTANT TREASURER, IF ANY Alfred J. Fonzi II RAILING ADDRESS 7880 Sinaloa Ave. CITY STATE ZIP CODE AREA CUDt/PHONE Atascadero CA 93422 (805)423-5482 OPTIONAL'. FAX / E-MAIL ADDRESS I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowler ge t of r io ntained IN 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 torr ; 1-28-2012 Executed on By Dere list r Asureror AssrstantTreesurar Executed on 1-28-2012 By Executed on By Data SBnatueYCoet=vl!irg OflrahuCe,. Candidate State Measura Proponent Executed on By Date Slgnat xa of Canholrgq Otrcenokier Candidas, State Measure, Pmponon, FPPC Form 480 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) State of California Type or print in ink. COVERPAGE-PART2 Recipient Committee A. RNIA Campaign Statement .' • 1 Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Roberta Fonzi OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Atascadero City Council Member RESIDENTIAL/BUSI NESS ADDRESS (NO. AND STREET) CITY STATE ZIP 7880 Sinaloa Ave. 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_ I. U. NUM8EH NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES [] NO (NO PO. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURERI CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO PO. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Page - 2 of 6 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTERI 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 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 L7 SUPPORT ❑ OPPOSE Attach continuation sheets if necessary FPPC Form 460 Nlanuaryl05) FPPC Toll -Free Helpline: 8661ASK-FPPC (8661275-3772) State of California Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE Amounts may be roundedII III Summary Page to whole dollars. Statement covers period • - from _ 7-1-2011 Expenditures Made 6. Payments Made......... ......... -.......... -..-..-.. ..._._ schedule E, Linea $ 7. through 12-31-11- Pa3 6 page of ___ SEE INSTRUCTIONS ON REVERSE SUBTOTAL CASH PAYMENTS ........... ___.......... _.._... Add Lines 6+7 $ 9. Accrued Expenses (Unpaid Bills) ...... ................ ......... Schedule FLine s NAME OF FILER Nonmonetary Adjustment ._- ........ ...... .................. .... Schedule C, Linea 11, I.D. NUMBER Committee to Elect Roberta Fonzi tgores he first report being filed for this calendar year, only 1308152 carry over the amounts ColumnA Column B Calendar Year Summary for Candidates Contributions Received TDlALT9ISPEReD CALENDAR YEAR Running in Both the State Primary and (FROMATTAOHED SCHEDULES) TOTALTODAIE General Elections 1. Monetary Contributions ....... ............._....._. ......... Schedule A, Line s $ -_ 325. $ _ 325. 0 2211.96 1/1 through 6/30 7/1 to Date 2. Loans Received ..... .................... ........... ...._.-. Schedule e, Lmes _-- __ ._._-_. 3. SUBTOTAL CASH CONTRIBUTIONS .......... - .... .__.... Add Lines l+2 $ _____.. 325 $125 -- 20. Contributions Received $ - $_- 4. Nonmonetary Contributions ..................... _............. Schedule C, Line s _.-- 0-- 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED .-..---- -..... Add Lines s+4 $ _____325_ $ 125 Made $_-_ $_. ._- Expenditures Made 6. Payments Made......... ......... -.......... -..-..-.. ..._._ schedule E, Linea $ 7. Loans Made __......... ......... .............. Schedule H. Line 3 8, SUBTOTAL CASH PAYMENTS ........... ___.......... _.._... Add Lines 6+7 $ 9. Accrued Expenses (Unpaid Bills) ...... ................ ......... Schedule FLine s 10. Nonmonetary Adjustment ._- ........ ...... .................. .... Schedule C, Linea 11, TOTAL EXPENDITURES MADE..... .... ... ....... , . Add Lines &+9+so $ 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 ....... ...- ........... ... Scheduler Line 15, Cash Payments.., ...... _....... _. _._._....._ Column A, Line E above 16. ENDING CASH BALANCE... ...._. Add tines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... Schedule 8, Pan 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents..... _.......... ...._.____ _.. See instructions on reverse $ 19. Outstanding Debts ......... Add Line 2+ Line gin Column a above $ 19.09 $ 0 19.09 $ 0 19.09 $ 114.96 325.00 0 fir 19.09 420.87 0 0 2211.96 Expenditure Limit Summary for State 19.09 Candidates 0 19.09 0 0 19.09 22. Cumulative Expenditures Made* (if Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) To calculate Column B, add amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts am Column B of your last reported in Column B. report. Some amounts in Column A may be negative fi that should be S ubtracted from previous p eriod amounts. If this is tgores he first report being filed for this calendar year, only carry over the amounts PoLines 2, 7, and 9 (if any). FPPC Form 460 (January105) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) Schedule A Type or print in ink. SCHEDULE A Amounts may be rounded Monetary Contributions Received to whole dollars. Statement covers eriod p• 460 7-1-2011 from FORM 12-31-11 4 6 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Committee to Elect Roberta Fonzi 1308152 DATE ( FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVETO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, Ai.SO ENTER LA. NUMBER) CODE* (IF SELF-EMPLOYED ENTER NAME PERIOD (JAN.1- DEC. 31) OF REQUIRED) OF BUSINESS) IND 10-14-11 Madalyn McDaniels E]COM Homemaker $100. $100. 9119 San Gabriel Rd. ❑OTH Atascadero, CA 93422 ❑ PTY ❑ SCC VIND 10-17-11 Donald L. Cross ❑COM Self -Employed Heating & $200. $200. 5185 Ardilla Ave. ❑OTH ❑ PTY Air Conditioning Service Atascadero, CA 93422 ❑ SCC ❑IND _ COM E] COM 0 OTH ❑ PTY ❑SCC ❑IND ❑COM 00TH ❑ PTY ❑ SCC i ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ $300._ _J 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.) ....................... TOTAL $ $300. — -- $25. $325. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) `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 041i�:II\•til Schedule B — Part 1 Amounts may be rounded Statement covers period _ Loans Received to whole dollars. 7.1-11 • NIA • 1 from ...—. _ FORM 5 6— 12-31-11 SEE INSTRUCTIONS ON REVERSE thro Ugh _...._ Page of . NAME OF FILER LD. NUMBER Committee to Elect Roberta Fonzi 1308152 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER e OUTSTANDING (b) AMOUNT (c) la) AM OUTSTANDING (e) INTEREST (f) ORIGINAL (g) CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER BALANCE (IF3ELP-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS BALANCEAT N FORGIVEN OR FORGIVEN CLOSE OF THIS pA10 THIS AMOUNT OF CONTRIBUTIONS (iFCgtv1MITTEEALbOENTERI D.NOMOER) NAME OF eUSIN Ess) PERIOD PERIOD THIS PERIOD` PERIOD LOAN TO DATE .._ Roberta Fonzi Realtor @Century 21 I _PERIOD 0 PAID CALENDAR YEAR 7880 Sinaloa Ave. Hometown 0 1956 96 __ _._ 0 __r 656 96 _ ._ s._. 0 Atascadero, CA 93422 0 FORGIVEN RAT` PERELECTION** 1956.96 0 S 0 N/A 0 10 -18 -OS — N/A tla IND 0 COM 0 OTH 0 PTV ❑ SCC -- —__ DATE DUE --- DATEINCURRED O PAID CALENDARYEAR Roberta Fonzi 1 Realtor @ Century 21 7880 Sinaloa Ave. Hometown $ 0 $ 130 0 a 130 _ $ 0 PER ELECTION" Atascadero, CA 93422 0 FORGIVEN RATE 130 $ 0 027 N/A $ 0 -2 9--10 N/A tFO IND 0 COM [] OTH 0 PTY 0 SCC $ $ DATE DUE — DATE INCURRED I$ — — Roberta Fonzi Realtor @ Century 21 PAID CALENDAR YEAR 7880 Sinaloa Ave. Hometown 0 _ 125 0 i_ 125 0 PER ELECTION*" Atascadero, CA 93422 n 1 ORGIVEN RATE 125 0 O N/A 0 9-30-10 N/A $ s ---- — $ DATEINCURRED IV] IND ❑COM El OTH L] PTY 0 SCC DATE DUE SUBTOTALS $ 0 $ 0 $ 2211.96 $ 0 Schedule B Summary 1. Loans received this period ......... ___ ....................................................................................................$ 0 (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 t NET $ 0 Enter the net here and on the Summary Page, Column A. Line 2. `$'., 11,11 1n ,LeT 'Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) (EUe,(G n aheduP E Lina 3) tContributor Codes IND - Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other (e.g., business entity) PTY -Political Party SCC -Small Contributor Committee Schedule E Type or print in ink. Statement covers period Payments Made Amounts may be rounded y to whole dollars. from 7-1-2011__ SEE INSTRUCTIONS ON REVERSE through _ 12-31-11 _ page 6 of 6 NAME OF FILER I.D. NUMBER Committee to Elect Roberta Fonzi 1308152 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment CMP campaign paraphernalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL Lv. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)` POS postage, delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOL voter registration LIT campaign literature and mailings PRT print ads VVEB information technology costs (internet, e-mail) * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. 0 2. Unitemizedpayments made this period ofunder $100 ......... ___ ......... ..._._..... ____ .......... .............._...............____..........__._................_.......I $ --. 19.09 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 $ 19.09 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK-FPPC (866/275-3772)