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HomeMy Public PortalAboutForm 460 (Sept. 20 - Oct. 17, 2020)Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 9/20/2020 through 10/17/2020 1. Type of Recipient Committee: All Committees - complete Parts 1, 2, 3, and 4. (� Sliiceholder, Candidate Controlled Committee El Primarily Formed Ballot Measure V State Candidate Election Committee Committee O Recall O Controlled (Also Complete Part 5) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee O Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee O Political Party/Central Committee (Also Complete Pad 7) 3. Committee Information I I.D. NUMBER Christine Margiotta for Claremont City Council STREET ADDRESS (NO P.O. BOX) 624 Scripps Avenue CITY STATE ZIP CODE AREA CODE/PHONE Claremont CA 91711 323 712 8363 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX 624 Scripps Avenue CITY STATE ZIP CODE AREACODE/PHONE Claremont CA 91711 323 712 8363 OPTIONAL: FAX/E-MAILADDRESS 4. Verification COVER PAGE OCT 2 12020 Date of election if applicable: Page of (Month, Day, Year) CITY CLERK For Official Use Only CITY OF CLAREM NT November 3, 2020 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 Jordan Raphael MAILING ADDRESS 624 Scripps Avenue CITY STATE ZIP CODE AREA CODE/PHONE Claremont CA 91711 310 463 8452 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX/E-MAILADDRESS 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. certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on Iy/R ( / 9z --4J By �fDate Si ofTre surer orAssistan T asurer Executed on /0 / ` I / 2- O ZQ By jF Date Sionature of Controllino Ofceholder didal tate u sPmnnnent nr Raennnsihla Min- of Rnnnsnr Executed on Date Executed on Date 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 Christine Margiotta OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Claremont City Council, District 1 RESIDENTIAL/BUSINESS ADDRESS (NO.ANDSTREET) CITY STATE ZIP 624 Scripps Avenue Claremont CA 91711 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 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE/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 AREACODE/PHONE COVER PAGE - PART 2 Page of 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 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 Statement covers periodCALIFORNIA Summary Page to whole dollars. from 9/20/2020 FORM , • 1 SEE INSTRUCTIONS ON REVERSE 6. Payments Made................................................................ through 10/17/2020 Page of schedule H, Line 3 NAME OF FILER 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 6,748.73 9. Accrued Expenses (Unpaid Bills)..........................................schedule I.D. NUMBER Christine Margiotta for Claremont City Council 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE....................................Add 1430033 Contributions Received Column A TOTAL THIS PERIOD Column B CALENDAR Calendar Year Summary for Candidates (FROM ATTACHED SCHEDULES) YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... schedule A, Line 3 $ 2,705.32 $ 15,573.36 -48.16 0 1/1 through 6130 7/1 to Date 2. Loans Received................................................................ schedule a, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ 2657.16 $ 15,573.36 20. Contributions Received $ $ 4. Nonmonetary Contributions ............................................ schedule C, Line 3 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ 2,657.16 $ 15,573.36 Made $ $ Expenditures Made 6. Payments Made................................................................ schedule e, Line 4 $ 6,748.73 7. Loans Made....................................................................... schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 6,748.73 9. Accrued Expenses (Unpaid Bills)..........................................schedule F Line 3 -111.84 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE....................................Add Lines 8+9+10 $ 6,636.89 Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 7,453.04 13. Cash Receipts........................................................... Column A, Line 3 above 2,657.16 14. Miscellaneous Increases to Cash .................................. schedule 1, Line 4 0 15. Cash Payments......................................................... Column A, Line 8 above 6,748.73 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 3,361.47 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ................................ Schedule e, Part 2 $ 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ see instructions on reverse $ 0 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ 0 $ 12,211.89 0 $ 12,211.89 0 0 $ 12,211.89 To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last report. Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). 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) I I $ *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 Monetary Contributions Received "' W11WjW ""110"' Statement covers period CALIFORNIA , 6 0 from 9/20/2020 FORM Page of SEE INSTRUCTIONS ON REVERSE through 10/17/2020 NAME OF FILER I.D. NUMBER Christine Margiotta for Claremont City Council 1430033 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 CODE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) SEE ATTACHMENT ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.).................................................................................................... 963.36 1741.96 2. Amount received this period — unitemlzed 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 $ 2705.32 *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 Attachment to 10/22/2020 Form 460 for Christine Margiotta for Claremont City Council (ID # 1430033) DATE FULL NAME, STREET ADDRESS AND ZIP CODE CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AMOUNT CUMULATIVE TO DATE RECEIVED OF CONTRIBUTOR CODE AND EMPLOYER RECEIVED THIS CALENDAR YEAR (JAN. PERIOD 1- DEC. 31) 9/21/2020 Linda Kaufman, 701 S. Wayne Street, IND Retired $ 52.23 $ 151.19 Arlington, VA, 22204 9/23/2020 Susan Rivers, 1161 Boylston Street, Newton, IND Executive Director, IThrive Games $ 104.15 $ 104.15 MA, 02624 10/2/2020 Andy Winnick, 356 Duchesne Court, IND Professor, Retired $ 50.00 $ 154.15 Claremont, CA, 91711 10/3/2020 Bill Block, 3002 Cascadia Avenue S., Seattle, IND Unemployed $ 249.53 $ 249.53 WA, 98144 10/11/2020 Ryan Smith, 810 S Flower St, Los Angeles, CA, IND Chief External Officer, Partnership for Los $ 50.00 $ 250.00 -90017 Angeles Schools 10/15/2020 Sharon Spira-Cushnir, 3060 Motor Ave, Los IND Nonprofit Executive, Stephen Wise Temple $ 156.07 $ 156.07 Angeles, CA 90064 10/16/2020 Linda Elderkin, 966 Butte Street, Claremont, IND Unemployed $ 104.15 $ 104.15 CA 91711 10/16/2020 Phalana Tiller, 636 Wellesley Drive, IND Director of Learning, Claremont Graduate $ 95.00 $ 145.00 Claremont, CA 91711 University 10/16/2020 Noah Winnick, 447 West Tenth Street, IND Student, University of Southern California $ 50.00 $ 154.15 Claremont, CA, 91711 10/17/2020 Joan Fryxell, 686 Wellesley Drive, Claremont, IND Retired $ 52.23 $ 151.19 CA 91711 Total $ 963.36 SCHEDULE B - PART 1 Schedule — Part 1 to whole dollars. Statement covers period Loans Received 9/20/2020 CALIFORNIA I . ' FORM from Page of SEE INSTRUCTIONS ON REVERSE through 10/17/2020 NAME OF FILER I.D. NUMBER Christine Margiotta for Claremont City Council 1430033 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER e OUTSTANDING AMOUNT c AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL CUMULATIVE OF LENDER BALANCE RECEIVED THIS OR FORGIVEN BALANCE AT PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BEGINNING THIS PERIOD THIS PERIOD * CLOPERIOD EOFTHIS PERIOD LOAN TO DATE NAME OF BUSINESS) PERIOD ❑ PAID CALENDAR YEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION** RATE $ $ $ $ $ DATE DUE DATE INCURRED t tEl IND El COM El OTH El PTY El SCC ❑ PAID CALENDAR YEAR $ $ °/a $ $ ❑ FORGIVEN PER ELECTION - RATE t ❑ IND COM ❑ OTH ❑PTY EJ SCC $ $ $ $_ $ DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR - ElFORGIVEN RATE PER ELECTION $ $ $_t $ $ DATE DUE D ATE INCURRED ❑ IND ❑COM ❑ OTH El ❑SCC SUBTOTALS $ $ $ $ Schedule B Summary 1. Loans received this period.................................................................................. (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 Chan a this eriod (Subtract Line 2 from Line 1 ) ............................ $ gp ....................................................... 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. $ 48.16 NET $ - 48.16 (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 Party SCC – Small Contributor Committee FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Christine Margiotta for Claremont City Council SCHEDULE E Amounts may be rounded Statement covers period to whole dollars. • ' � � , from 9/20/2020 • ' through 10/17/2020 I Page of CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 1430033 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 (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID SEE ATTACHMENT * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.)....................................................................... 2. Unitemized payments made this period of under $100................................................................:.................................................. 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)...................................................... 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ................. SUBTOTAL$ 6,658 74 $ 89.99 ...................... $ 0 ......... TOTAL $ 6,748.73 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Attachment to 10/22/2020 Form 460 for Christine Margiotta for Claremont City Council (ID # 1430033) NAME AND ADDRESS OF PAYEE CODE DESCRIPTION OF PAYMENT AMT PAID Claremont Courier, 114 Olive Street, Claremont CA 91711 PRT $ 1,656.50 Facebook, 1 Hacker Way, Menlo Park, CA, 94025 Facebook ads $ 695.29 Claremont Print, 108 Olive Street, Claremont, CA 91711 Printing and postage for mailer $ 945.86 Just Yard Signs, 4880 Al Distribution Court, Orlando, FL 32822 CMP $ 317.00 Madelyn R Ramirez Graphic Design, 476 Fort Lewis Dr. Pomona 91767 LIT $ 250.00 Political Data Inc, P.O. Box 59570, Norwalk, CA 90652 PHO $ 300.00 Printing Works, 679 E. Foothill Blvd, Pomona, CA 91767 LIT/POS Printing and postage for mailer $ 1,537.90 StickyFlyer.com, 12802 Via Nestore, Del Mar, CA 92014 LIT 1 1 $ 194.40 ThruText, GetThru, PO Box 2690, Alameda, CA 94501-0690 IText to voters 1 $ 218.40 Donorbox / Rebel Idealist LLC, 5 3rd St., Suite 900, San Francisco, CA 94103 1 Online fundraising software 1 $ 543.39 Total $ 6,658.74 Schedule F Amounts may be rounded Accrued Expenses (Unpaid Bills) to whole dollars. Statement covers period from 9/20/2020 SCHEDULE F through 10/17/2020 SEE INSTRUCTIONS ON REVERSE Page of NAME OF FILER I.D. NUMBER Christine Margiotta for Claremont City Council 1430033 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 CREDITOR (IF COMMITTEE. ALSO ENTERER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT (a) OUTSTANDING BALANCE BEGINNING OF THIS PERIOD (b) AMOUNT INCURRED THIS PERIOD (c1 AMOUNT PAID THIS PERIOD (ALSO REPORT ON E) ld) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD TOSKR Inc. dba GetThru Text to voters 111.84 111.84 0 PO Box 2690, Alameda, CA 94501 . Payments that are contributions or independent expenditures must also be SUBTOTALS $ 1 1 1.84 $ 0 $ 111.84 $ 0 summarized on Schedule D. Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for 0 accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ............................................INCURRED TOTALS $ 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.) .................................. PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.)...............................................................................................................................:................................................... NET $ 111.84 -111.84 May be a negative number FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov