HomeMy WebLinkAbout2019-07-18 Form 460 - MiddletonRecipient Committee
Campaign Statement
Cover Page
lrfc£1vEo
.--------~-----___,. JUL 1 B ]019
Statement covers period Date of election if applicable:
Date Stamp
Ja nuary 1, 2019 (Month, Day, Year) from _________ _
SEE INSTRUCTIONS ON REVERSE through ________ _ June 30, 2019
1 . Type of Recipient Committee: All Comm ittees -Comp lete Parts 1, 2, 3, and 4.
~ Officeholder, Candidate Controlled Committee
0 State Candidate Election Committee
0 Recall
(Ais-0 Complete Patt SJ
D General Purpose Committee
0 Sponsored
0 Small Contributor Committee
0 Political Party/Central Committee
3. Committee Information
D Primarily Formed Ballot Measure
Committee
0 Controlled
0 Sponsored
(Also Comp/el• Ps/16)
D Primarily Formed Candidate/
Officeholder Committee
(Also Complete Pat 7)
I.D. NUMBER
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Lisa Middleton for Palm Springs City Council
STREET ADDRESS (NO P.O . BOX)
CITY
Palm S prings
STATE
C A
ZIP CODE
92264
MAILING ADDRESS (IF DIFFERENn NO. AND STREET OR P.O . BOX
CITY
Palm S prings
OPTIONAL: FAX/ E-MAIL ADDRESS
4. Verification
STATE
C A
ZIP CODE
92263
AREA CODE/PHONE
AREA CODE/PHONE
I have used all reasonable d iligence in preparing and reviewing this statement and to the best
July 18, 2019 Executed on ____________ _
Date
J uly J.,8', 2019 Executed on ____________ _
~~ ,&-
November 7, 2019
2 . Type of Statement:
D Preelection Statement
D Semi-annual Statement
D Termination Statement
(Also file a Form 410 Termination)
D Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
Lisa Middleton
MAILING ADDRESS
CITY
Pal m S prings
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY
OPTIONAL: FAX/ E-MAIL ADDRESS
STATE
C A
STATE
COVER PAGE
CALIFORNIA 460
FORM
Page __ ,'-·-of b
For Official Use Only
D Quarterly Statement
D Special Odd-Year Report
ZIP CODE
92263
ZIP CODE
AREA CODE/PHONE
AREA CODE/PHONE
Executed on -------------Date
By ______________________________ _
Signature or Controlling Officeholder, Candidate, State Measure Proponen1
Executed on -----~D~at_e _____ _
By _____ ___,, __ ....,.-,.-__,,_,,.,,,.....,...,.,... _______________ _
Signature of Controlling Officeholder, Candidate, State Measure Proponent
FPPC Form 460 (J a n/2016)
FPPC Advice: advlce@ fppc.ca.2ov (866/275-37721
Recipient Committee
Campaign Statement
Cover Page -Part 2
5 . Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
Lisa Mi ddleton
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
City Councilmember, Palm S prings
RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP
840 E Bil t more Pl Palm Spri ngs C A 92264
Related Committees Not Included in this Statement: List any c ommittees
not i ncluded i n thi s s t atement that are controlled by y ou or are primarily formed to receive
con tributions or make exp enditures on b ehalf of y o ur candidacy.
COMMITTEE NAME I .D. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
0 YES 0 NO
COMMITTEE ADDRESS STREET ADDRESS (NO P.O . BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
COMMITTEE NAME I.D. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
0 YES 0 NO
COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
BALLOT NO. OR LETTER JURISDICTION 0 SUPPORT
0 OPPOSE
Identify t he controlling officeh o lder, candi d ate, o r stat e measu re pro po n ent, 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 candidat e(s) for which this committee is primarily formed.
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
0 OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
0 OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
0 OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
0 OPPOSE
Attach continuation sheets if necessary
FPPC Form 460 (Jan/2016)
FPPC Advice: advlce @ fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Campaign Disclosure Statement
Summary Page
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Lisa Middleton for Palm Springs City Council 2017
Amounts m ay b e r ounded
to w h ole d ollars.
Column A Contributions Received TOTAL THI S PERIOD
(FROM ATTACHED SCHEDULES)
1. Monetary Contributions ................................................... Schedule A, Line 3 $
2 . Loans Received ................................................................ Schedule B, Line 3
3 . SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 + 2 $
4 . Nonmonetary Contributions............................................ Schedule c . Line 3
5. TOTA L CONTRIBUTIONS RECEIVED ................................... Add Lines 3 + 4 $
Expenditures Made
6 . Payments Made................................................................ Schedule E, Line 4 $
7 . Loans Made....................................................................... Schedule H, Line 3
8 . S U BTOTAL CASH PAYMENTS .......................................... Add Lines 6 + 7 $
9 . Accrued Expenses (Unpaid Bills) .......................................... Schedule F. Line 3
10. Nonmonetary Adjustme nt ......................................................... 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 R eceipts ........................................................... Column A. Line 3 above
14 . Miscellaneou s Increases to Cash .................................. S chedule I, Line 4
15. Cash Payments ......................................................... Column A. Line 8 abo ve
16 . ENDING CASH BALANCE .................. Add Lines 12 + 13 + 14, then subtract Line 15 $
If this is a tennination statement, Line 16 must be zero.
17. LOAN G UARAN TEES RECEIVE D ................................ Schedule B. Part 2 $
Cash Equivalents and Outstanding Debts
18. C a sh Equiv alent s ................................................ See inst ructions on re verse $
19. O utstanding Debts .............................. Add Line 2 + Line 9 in Column B above $
0.00
0 .00
0.00
0.00
0.00
2,146.30
0.00
2 ,146.30
0.00
0 .00
2,146.30
4 ,210 .98
0.00
3 92.45
2 ,146 .30
2,457 .13
0.00
0.00
0.00
SUMMARY PAGE
Statement c overs per iod
January 1, 2019 CALIFORNIA 460
FORM from _________ _
J u ne 30, 2019 3 (;, through ________ _ Page ___ of __ _
$
$
$
$
$
$
Column 8
CALENDAR YEAR
TOTAL TO DATE
To calculate Column B ,
add amounts in Column
A to the correspond in g
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 am ounts
from Lines 2 , 7, and 9 (if
any).
1.0 . NUMBER
1394265
Calendar Year Summary for Candidates
Running in Both t he State Primary and
General Elections
1/1 through 6130 7 /1 to Date
20. Contributions
Received $ ____ _ $ ____ _
21 . Expenditures
Made $ ____ _ $ ____ _
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditure s Made*
(If Subject to Voluntary Expenditure Limit )
Date of Ele ction
(mm/dd/yy)
Total to Date
$ _____ _
$ _____ _
*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
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Lisa Middleton for Palm Springs City Council 2017
A mounts m ay be rounded
to whole d o llars.
Stat ement cov ers period
January 1, 2019 from ________ _
June 30, 2019 through ______ _
SCHEDULE
CALIFORNIA 460
FORM
i..f b Page ___ of __ _
1.0. NUMBER
1394265
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
CNS
CTB
eve
FIL
FND
IND
LEG
LIT
campaign paraphernalia/misc.
campaign consultants
contribution (explain nonmonetary)*
civic donations
candidate filing/ballot fees
fundraising events
independent expenditure supporting/opposing others (explain)"
legal defense
campaign literature and mailings
NAME AND ADDRESS OF PAYEE
(IF COM MITTEE. ALSO ENTER I D. NUMBER)
Southwest Airlines
2702 Love Field Drive
Dallas , Texas 75235
Kimpton Sawyer
500 J S treet
Sacramento , CA 95814
NGP Van , Inc
1101 15th Street NW
Suite 500
Washing ton, DC 20005-5006
MBR
MT G
OFC
PET
PHO
POL
POS
PRO
PRT
member communications
meetings and appearances
office expenses
petition circulating
phone banks
polling and s urvey research
postage, delivery and messenger services
professional services (legal, accounting)
print ads
CODE OR
RAD radio airtime and production costs
RFD returned contributions
SAL campaign workers' salaries
TEL t.v. or cable ai rtime and production costs
TRC candidate travel, lodging, and meals
TRS staff/spouse travel , lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VOT voter registration
WEB information technology costs (internet, e-mail)
DESCRIPTION OF PAYMENT AMOUNT PAID
Attending Conference
TAC $533 .96
Attending Conference
TAC $343.59
Compliance Software
WEB $750.00
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ $1,627.55
Schedule E Summary
$2,083.30
1. Itemized payments made this period . (Include all Schedule E subtotals.) ............................................................................................................. $ _____ _
$63.00
2 . Unitemized pa yments made this period of under $100 .......................................................................................................................................... $ _____ _
3. Total intere st paid this period on loans. (E nter amount from Schedule 8 , Part 1, Column (e).) ............................................................................. $ ------
$2, 146.30
4 . Total payments made this period. (Add Lines 1, 2 , and 3. Enter here and on the Summary Page, Column A , Line 6.) ........................... TOTAL $ _____ _
FPPC Form 4 60 (J an/20 16}
FPPC Advice: ad vice@fppc.ca.gov (866/2 7 5-3772}
w w w .fppc.ca .gov
Schedule E
(Continuation Sheet)
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Lisa Middleton for Palm Springs City Council 2017
Amounts may be rounded
to whole dollars. Statement covers period
January 1, 2019 f rom ________ _
June 30, 2019 through _______ _
SCHEDULE E (CONT.)
CALIFORNIA 460
FORM
Page _.5 __
1.0. NUMBER
1394265
6 of __ _
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
CNS
CTB
eve
FIL
FND
IND
LEG
LIT
campaign paraphernalia/misc.
campaign consultants
contribution (explain nonmonetary)*
civic donations
candidate filing/ballot fees
fundraising events
independent expenditure supporting/opposing others (explain)'
legal defense
campaign literature and mailings
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER 1.0. NUMBER}
McAfee
2821 Mission College Blvd.
Santa Clara, CA 95054
Blue Host
1958 S 950 E
Provo, UT 84606-6200
US Post Office
1775 E Palm Canyon Dr
Suite 605
Palm Springs, CA 92264-1651
MBR
MTG
OFC
PET
PHO
POL
POS
PRO
PRT
member communications
meetings and appearances
office e xpenses
petition circulating
phone banks
polling and survey research
postage, delivery and messenger services
professional services (legal, accounting)
print ads
CODE OR
RAD radio airtime and production costs
RFD returned contributions
SAL campaign workers' salaries
TEL t.v. or cable airtime and production costs
TRC candidate travel, lodging, and meals
TRS staff/spouse travel , lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VOT voter registration
WEB information technology costs (internet, e-mail)
DESCRIPTION OF PAYMENT AMOUNT PAID
Computer Software
OFC $109.99
Web Hosting
WEB $191 .76
PO BOX
OFC $154.00
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ $455.75
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
Schedule I
Miscellaneous Increases to Cash
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Lisa Middleton for Palm Springs City Council 2017
DATE
RECEIVED
01/05/2019
FULL NAME AND ADDRESS OF SOURCE
(IF COMMITTEE, ALSO ENTER 1.0. NUMBER)
City of Palm Springs
3200 Tahquitz Canyon Way
Palm Springs, CA 92262
Attach additional information on appropriately labeled continuation sheets.
Schedule I Summary
Amounts may be rounded
to whole dollars. Statement covers period
January 1, 2019 from _______ _
June 30, 2019 through ______ _
DESCRIPTION OF RECEIPT
Refund of Candidate Fee
SUBTOTAL$
$392.45
1. Itemized increases to c ash this period ............................................................................................................................ $ -------
2. Unitemized increases to cash of under $100 this period ................................................................................................. $ ______ _
3. Total of all interest received this period on loans made to others. (Schedule H , Column (e).) ....................................... $ _____ _
4 . Total miscellaneous increases to cash this perio d . (Ad d Lines 1, 2 , and 3. Enter here and o n the $392.45 Summary Page, Line 14 .) ............................................................................................................................. TOTAL $ _____ _
SCHEDULE
CALIFORNIA 460
FORM
Page ~ of _lo_
I.D . NUMBER
1394265
AMOUNT OF
INCREASE TO CASH
$392.45
$392.45
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)