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Home My WebLink About2020-10-17 Form 460 - KellyRecipient 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. m 8lceholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 8 State Candidate Election Committee 91pDonsored ittee O Recall ntrolled (AlsoComplete Pert5) (Also C P" Pert 5) ❑ eneral Purpose Committee Sponsored ❑ Primarily Formed Candidate/ Small Contributor Committee Officeholder Committee Political Party/Central Committee (Vw ConVat Pert 7) 3. Committee Information NAME I.D. NUMBER 1386895 $ NAME If NO COMMr7TF.r) Kathleen Kelly for Palm Desert City Council 2020 istrict 2 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Palm Desert CA 92260 ( MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX SAME CITY STATE ZIP CODE AREACODUR N OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my certify under penalty of perjury under the laws of the State of California that the foregoing is true qnd Executed on October 20, 2020 Date Executed on October 20, 2020 Date Executed on Date Executed on Date COVER PAGE I Date stamp CALIFORNIA C! i Y CLERK'S OFFICE FOR 1 ALH DESERT, r;4 Date of election if appllcabldrj OCT 20 Pit 2� I I� F t�lna>>I use Page 8 (Month, Day, Year)Or 11/03/2020 2. Type of Statement: m 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 Mary Helen Mireles MAILING ADDRESS Desert CA 92260 (626) OF ASSISTANT TREASURER, IF ANY Mary Helen Kelly MAILING ADDRESS 46- STATE ZIP CODE AREACODE/PHONE Palm Desert CA 92260 (760) FAX / E-MAIL ADDRESS and in the attached schedules is true and complete. I By Igneture of controlling Offlophokler, Candidate, State Measure Proponent By Ignature of Controlling Officeholder, Candidate, Stow 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 Kathleen Kelly OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Palm Desert City Council (District 2) RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Palm Desert CA 92260 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.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO STREET ADDRESS (NO P.O. CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME NAME OF TREASURER I.D. NUMBER ❑ YES ❑ NO ET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 8 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT _ I ❑ 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 oA7ceholder(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 OFFIICE 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 of rounded to whole dollars. Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER Kathleen Kelly for Palm Desert City Council 2020 (District 2) Contributions Received 1. Monetary Contributions................................................... Schedule A, Line 3 2. Loans Received................................................................ Schedule e, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 + 2 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 7. Loans Made....................................................................... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule i; Line 3 10. Nonmonetary Adjustment......................................................... Schedule C, Line 3 11. TOTAL EXPENDITURES MADE....................................Add Lines 8+9+10 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 .................................. Schedule 1, Line 4 15. Cash Payments......................................................... Column A, Line 8 above 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 If this is a termination statement, Line 16 must be zero. Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) $ 3,770.00 $ 3,770.00 425.00 $ 4,195.00 Statement covers period from 9/20/2020 through 10/17/2020 Column B CALENDAR YEAR TOTAL TO DATE $ 19,670,00 $ 19,670.00 1,039.82 $ 20,709.82 $ 12,327.87 $ 17,378.82 $ 12,327.87 $ 17,378.82 $ 12,327.87 $ 17,378.82 $ 11,379.59 3,770.00 12,327.87 $ 2,821.72 17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Pan 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ See instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column 8 above $ 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 cant' over the amounts from Lines 2, 7, and 9 (if any). SUMMARY PAGE Page 3 of 8 I.D. NUMBER 1386895 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 7/1 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made" (B 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 Monetary Contributions Received to wnore sonars. Statement covers period CALIFORNIA I 6 from 9/20/2020 FORM through 10/17/2020 Page 4 of 8 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Kathleen Kelly for Palm Desert City Council 2020 (District 2) 1386895 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 9/26/2020 Stephen Dyer m IND Member -Manager 1,000.00 1,000.00 ❑PTY LLC ❑ SCC 9/26/2020 Mattias Vince Karlen ® IND Real Estate Financier 1,000.00 1,000.00 ❑ PTY ❑ SCc 10/08/2020 Ben & Alexis Clark ® IND Retired 100.00 100.00 ❑ COM ❑ PTY ❑ SCc 10/08/2020 Cathy Forrister Z IND Retired 200.00 200.00 ❑ PTY ❑ SCC 10/08/2020 Robert & Margaret Leo m IND Robert = University 100.00 100.00 ❑ PTY Margaret = retired ❑ SCC SUBTOTAL $ 2,400.00 Schedule A Summary 1. Amount received this period — itemized monetary contributions. 3,650.00 (Include all Schedule A subtotals.).........................................................................................................$ 2. Amount received this period — uniternized monetary contributions of less than $100 ...........................$ 120.00 3. Total monetary contributions received this period. 3,770.00 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)......................TOTAL $ '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 (966/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) Monetary Contributions Received to whole dollars. Statement covers period CALIF• from 9/20/2020 • - • through 10/17/2020 Page 5 of 8 NAME OF FILER I.D. NUMBER Kathleen Kelly for Palm Desert City Council 2020 (District 2) 1386895 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION 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) 10/17/2020 Dr. Raul Ruiz for Congress (FEC No. C00502575) ❑ IND 1,000.00 1,000.00 ® COM P. O. Box 3433 ❑ OTH Palm Desert, CA 92261 ❑ PTY ❑ SCC 10/17/2020 Coachella -Imperial Valleys Strategies PAC ❑ IND 250.00 250.00 FPPC No. 1351123 m CoM ❑ OTH 75100 Mediterranean, Palm Desert, CA 92211 ❑ PTY ❑ scc ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY SCC SUBTOTAL $ 1,250.00 '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 C Amounts may be rounded mk 1 .4 ,,,,," SCHEDULE C Nonmonetary Contributions Received ��..a.o Statement covers period CALIFe " , 9/20/2020 from FORM 60 10/17/2020 8 Page 6 SEE INSTRUCTIONS ON REVERSE through of NAME OF FILER I.D. NUMBER Kathleen Kelly for Palm Desert City Council 2020 (District 2) DATE FULL NAME, STREET ADDRESS AND CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER DESCRIPTION OF AMOUNT/ CUMULATIVE TO DATE PER ELECTION RECEIVED ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) r CODE (IF SELF-EMPLOYED, ENTER GOODS OR SERVICES FAIR MARKET VALUE CALENDAR YEAR TO DATE (IF REQUIRED) NAME OF BUSINESS) (,JAN 1 - DEC 31) 10/05 Betsey Binet m IND Graphic Arts (Self) Graphic Design $375.00 $900.00 p PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 375.00 Schedule C Summary 1. Amount received this period — itemized nonmonetary contributions. 375.00 (Include all Schedule C subtotals.)......................................................................................................................$ 2. Amount received this period — unitemized nonmonetary contributions of less than $100..................................$ 50.00 (food) 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.).....................TOTAL $ 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) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Kathleen Kelly for Palm Desert City Council 2020 Amounts may be rounded to whole dollars. (District 2) Statement covers period from 9/20/2020 through 10/17/2020 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. SCHEDULE E • •- ' • 1 FOR Page 7 of 8 .D. NUMBER 1386895 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 FIVD 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) Hi Tech Mailing LIT Mailers $11,316.50 75071 St Charles Place Ste A Palm Desert, CA 92211 County of Riverside, Registrar of Voters VOT 2nd Precinct Map and labels $79.00 2724 Gateway Drive Riverside, CA 92507 Constant Contact WEB Email Services $195,00 1601 Trapelo Road Waltham, MA 02451 i Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 11,590.50 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.)................... 12230.29 $ 97.58 ..................... $ ........ TOTAL $ 12,327.87 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Kathleen Kelly for Palm Desert City Council 2020 Amounts may be rounded to whole dollars. (District 2) Itement covers period 9/20/2020 from through 10/17/2020 SCHEDULE E (CONT.) Page 8 of 8 I.D. NUMBER 1386895 CODES: If one of the following codes accurately describes the payment, you may enter the code, Otherwise, describe the payment. CMP campaign paraphemalla/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 supportinglopposing 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 United States Post Office 45300 Portola Ave. Palm Desert, CA 92260 POS Stamps $140.00 Xpress Graphics 42215 Washington St., Suite A Palm Desert, CA 92211 LIT Palm Cards $499.79 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 639.79 FP Form 460 Jan Z016 FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov