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HomeMy WebLinkAbout2023-06-30 Form 460 - KellyRecipient Committee Campaign Statement Cover Page Statement covers period from January 1, 2023 SEE INSTRUCTIONS ON REVERSE through June 30, 2023 1. Type of Recipient Committee: All Committees —Complete Parts 1, 2, 3, and 4. Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure State Candidate Election Committee Committee Recall '® Controlled (Also complete Part 6) Sponsored (Also Complete Pail 6) ❑ General Purpose Committee Sponsored ❑ Primarily Formed Candidate/ Small Contributor Committee Officeholder Committee Political Party/Central Committee (Also Complete Part7) 3. Committee Information I.D. NUMBER 1386895 Kathleen Kelly for Palm Desert City Council 2020 (District 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 AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS Date of election If applicable: (Month, Day, Year) November 3, 2020 2. Type of Statement: Date Stamp tt .[E.°is�w 0yfALM DAS'E T. ?023 JUL 27 AM I I o. ❑ Preelection Statement ® Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) COVER PAGE of — For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report Treasurer(s) NAME OF TREASURER Mary Helen Mireles MAILING ADDRESS 73476 Siesta Trail CODE AREA CODE/PHONE Palm Desert CA 92260 (626) 652-5200 TREASURER, IF ANY Mary Helen Kelly MAILING ADDRESS 46-100 Burroweed CODE AREACODE/PHONE Palm Desert CA 92260 (760) 340-1010 MAIL ADDRESS 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. certify under penalty of perjury under the laws of the State of California that the forego' is true a Sponsor Executed on Date Executed on Date 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 COVER PAGE - PART 2 Recipient Committee Campaign Statement Cover Page -- Part 2 S. 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.ANDSTREET) 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 I CONTROLLED COMMITTEE? ❑ YES ❑ NO .0. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 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 Page 2 of 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER I JURISDICTION I ❑ 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 Summary Page Amounts may be rounded to whole dollars. Statement covers period from January 1, 2023 SUMMARY PAGE June 30, 2023 Page 3 of 4 SEE INSTRUCTIONS ON REVERSE through NAME OF FILER I.D. NUMBER Kathleen Kelly for Palm Desert City Council 2020 (District 2) 1386895 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTAL THIS PERIOD CALENDARYEAR Running in Both the State Primary (FROM ATTACHED SCHEDULES) TOTAL TO DATE and General Elections 1. Monetary Contributions................................................... Schedule A, Line 3 $ $ 1/1 through 6130 7/1 to Date 2. Loans Received................................................................ schedule B, Line 3 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add tines 1 +2 $ $ Received $ $ 4. Nonmonetary Contributions ............................................ schedule C, Line 3 21. 'Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ $ Made $ $ Expenditures Made 6. Payments Made................................................................ schedule E Line 4 $ 319.70 7. Loans Made....................................................................... schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F, Line 3 10. Nonmonetary Adjustment.................................................:....... schedule C, Line 3 319.70 11. TOTAL EXPENDITURES MADE....................................Add Lines 8+9+-10 $ Current Cash Statement 12. Beginning Cash Balance ...........I Previous Summary Page, Line 16 $ 3,640.24 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 319.70 16. ..................................... ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ 3,320.54 If this is a termination statement Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ................................ Schedule A Part 2 $ Cash Equivalents and Outstanding Debts 18..Cesh Equivalents .................... ......................... .. See instructions on reveise $ 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ $ 319.70 $ $ 319.70 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) 1 1 $ $ *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 E Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Kathleen Kelly for Palm Desert City Council 2020 (Distirct 2) Amounts may be rounded to whole dollars. Statement covers period from January 1, 2023 through June 30, 2023 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. ;AILIF&MMA •- • 4 4 Page of I.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 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 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) * 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$100................................................................................................... 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)...................................... 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.). SUBTOTAL$ ................................ $ 319.70 ............................... $ ............................... $ .................. TOTAL $ 319.70 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov