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Home My WebLink About2022-08-02 Form 460 - MiddletonRecipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) Statement covers period from _ 01/01/2022 SEE INSTRUCTIONS ON REVERSE I through 06/30/2022 1. Type of Recipient Committee: An committees -Complete Paris 1, 2, 3, and 4 ❑x Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ® Slate Candidate Election Committee Committee O Recall O Controlled (AaoCaripae PertS) O Sponsored ❑ General Purpose Commidea WWC-70sh,PalW Q Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (' Conplala P,vr7) 3. Committee Information I I.D. NUMBER Lisa Middleton for State Senate 2022 STREET ADDRESS (NO P.O. BOX) 5445 Madison Avenue CITY STATE ZIP CODE AREA CODEIPHONE Sacramento CA 95841 (916)348-9100 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX PO Box 5536 CITY STATE ZIP CODE AREA CODEIPHONE Date of election if applicable: (Month, Day, Year) 06/07/2022 2. Type of Statement: ❑ Preelection Statement ® Semiannual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) COVERPAGE Page 1 of 9 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 Treasurer(s) NAME OF TREASURER Denise Levis MAILING ADDRESS 5445 Madison Avenue CITY STATE ZIP CODE AREA CODE/PHONE Sacramento CA 95841 (916)348-9100 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODEIPHONE Palm Springs CA 92263 OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL FAX I E-MAIL ADDRESS (916)348-9111 / campaigns@rebs.us 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of m e the information cont n he and in the attached schedules is we and complete. I certify under penalty of perjury under the laws of the Stale of California that the foregoing is true and comlicit. Executed on 07/27/2022 Dale Executed on 07/27/2022 Executed on Dale Executed on www.netfile.com 0 By By By slr�.wAaoored.goaea�oH«. ca�euwa, slaaMa..�rewaPa,ea By sa�axxaaco�+IONN oIn=aoay. L�aBele, alas Meaa�n Pr000rern FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) w .fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Lisa Middleton OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) State Senator Senate District District 28 RESIDENTIALBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 5445 Madison Avenue Sacramento CA 95841 Related Committees Not Included in this Statement: L7st 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 II.D. NUMBER Lisa Middleton for Palm Springs City Council 1394265 District 5, 2020 NAME OF TREASURER I CONTROLLEDCOMMITTEE? Kathleen wermiuk ® YES ❑ NO 840 Bast Biltmore Place CITY STATE ZIP CODE AREA CODEIPHONE Palm Springs CA 92264 (760)330-7023 COMMItTEENAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVERPAGE-PART2 Page 2 of 9 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 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 (8661275-3772) Campaign Disclosure Statement SUMMARYPAGE Summary Page Amounts may be rounded covers period e- rY 9 to whole dollars. 4 •, FStalenneril, m 1/01/2022 • SEE INSTRUCTIONS ON REVERSE I through 06/30/2022 I Page 3 of 9 NAME OF FILER -- I.D.NUMBER Lisa Middleton for State Senate 2022 1441458 Contributions Received 1. Monetary Contributions ........................................... schedule A, Line 3 2. Loans Received...................................................... schedule B, Line 3 3. SUBTOTALCASH CONTRIBUTIONS ......................... Add Lines 1 +2 4. Nonmonetary Contributions .................................... Schedule C, tine 5. TOTAL CONTRIBUTIONS RECEIVED ._......_...._._.._... Add tines 3+4 Expenditures Made 6. Payments Made......... ............................................. schedule E. Line 7. Loans Made............................................................. Schedule H, Line 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Linea 10. Nonmonetary Adjustment .......................................... Schedule C, Linea 11. TOTAL EXPENDITURES MADE .... ............. --- --- .... Add Lines 8+9+10 Column A TOTALTHISPERIOD (F ROM ATTACHED SCHE W LES) $ 460.00 0.00 Column B Calendar Year Summary for Candidates o w°owTR Running in Both the State Primary and General Elections $ 460.00 0.00 $ 460.00 $ 460.00 0.00 0.00 $ 460.00 $ 460.00 $ 3,782.73 0.00 $ 3,782.73 -538.50 $ 3,782.73 $ 3,782,73 135.50 0.00 0.00 $ 3,244.23 $ 3, 918.23 Current Cash Statement 12. Beginning Cash Balance ....................... Previous summary Page, Line 16 $ 69,935.05 13. Cash Receipts ................................................... Column A, Line 3 above 460.00 14. Miscellaneous Increases to Cash ........................... Schedule 1, Linea 2.44 15. Cash Payments Column A.Line8above 3,782.73 16.ENDING CASH BALANCE .......... Add Lines 12+13+14,then subtract Line15 $ 66,614.76 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED.. ... ...._._.......... ... Schedule e. Part 2 $ 0.00 I Cash Equivalents and Outstanding Debts 18. Cash Equivalents....... See instructions on mverse $ 0.00 19. Outstanding Debts ......................... Add Line 2+Line gin Column 6 above $ 135.50 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 tarty over the amounts from Lines 2, 7, and 9 (if any). 1/1 through 6/30 711 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (a Subject to voluntary E perMiture Lima) Date of Election Total to Date (mrrVdd/yy) rAmounts in this section may be different from amounts eported in Column B. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.w.gov (866/275-3772) - t,.,., - ,.,.., Schedule A SCHEDULE A UeU Statement covers period Monetary Contributions Received ""'Vto `whole dollars. CALIFORNIA from 01/01/2022 • FORM SEE INSTRUCTIONS ON REVERSE through 06/30/2022 Page 4 of 9 NAME OF FILER - I.D.NUMBER Lisa Middleton for State Senate 2022 1441458 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVETO DATE PER ELECTION RECEIVED QFOOYMRTBEALSOENTERIANUMBER) CODE OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE rFSEU'-81NIM YEO. ENTER NINE PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OFBUsNESS) 04/09/2022 Garrett P. Dangerfield ®IND Programmer 100.00 100.00 P2022 $100.00 900 Saturnine Rd, Ste 217 Cognizant Palm Springs, CA 92262 oOTH ❑PTY Received through intex Actt,lue 366 Samson Sr[eet eediar,: []SCC Somerville, NA 02144 01/21/2022 Colin Wright ❑RIND Attorney 250.00 250.00 P2022 $250.00 2823 S Palm Canyon or ❑COM lbilio Palm Springs, CA 92264 ❑OTH Received through intex oadiary; ❑PTY Acthlue 366 Summer Street ❑ cC '.evllle. MA 02144 ❑ IND [3Com ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑COM ❑0TH ❑PT []SCC ❑IND ❑COM ❑OTH ❑ PTY ❑SCC SUBTOTALS 350.00 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.)........................................................................................................ $ 350.00 2. Amount received this period — unitemized monetary contributions of less than $100 ............................. $ 110.00 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $ 460.00 '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.w.gov (8661275-3772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Lisa Middleton for State Senate 2022 Amounts may be rounded to whole dollars. covers period from 01/01/2022 through 06/30/2022 I Page 5 of 9 1441456 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/misc. NW member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)' CFC 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 PFIO phone banks TRC candidate travel, lodging, and meals FIND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals M 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE OF COMMRTEE, use ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID Call Time Dreambase, Inc. PRO 500.00 2627 E College Ave Visalia, CA 93292 Call Time Dreambase, Inc. PRO 500. 00 2627 E College Ave Visalia, CA 93292 Call Time Dreambase, Inc. PRO 500.00 2627 E College Ave Visalia, CA 93292 Payments that are contributions or Independent expenditures must also be summarized on Schedule D. SUBTOTALS 1,500.00 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.).............................................................................................................. $ 3,764.55 2. Unitemized payments made this period of under $100.......................................................................................................................................... $ Is .18 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................... $ 0.00 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ............................. TOTAL $ 3,782.73 FPPC Fenn 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK.FPPC (866/275-3772) Schedule E SCHEDULE E(CONT (Continuation Sheet) Amounts may be rounded Statement covers period I s, Payments Made towholedollars. a _ 6 1 from 01/01/2022 SEE INSTRUCTIONS ON REVERSE through 06/30/2022 Page 6 of 9 NAME OF FILER I.D. NUMBER Lisa Middleton for State Senate 2022 1441458 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphemalia/misc. MBR member communications RAID 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 TE L t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHD phone banks TRC candidate travel, lodging, and meals FIND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals PD 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 T (IF COMMITTEE, AM ENTER I.O. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID River City Business Services PRO 5445 Madison Avenue 674.00 Sacramento, CA 95841 River City Business Services PRO 5445 Madison Avenue 461.25 Sacramento, CA 95841 River City Business Services PRO 5445 Madison Avenue 259.00 Sacramento, CA 95841 River City Business Services PRO 5445 Madison Avenue 199.30 Sacramento, CA 95841 River City Business Services PRO 5445 Madison Avenue 171.00 Sacramento, CA 95841 ' Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS 1,764.55 FPPC Form 460 (Janr2016) FPPC Toll -Free Helpline: 668/ASK-FPPC f66612m37721 Schedule E SCHEDULEE(CONT (Continuation Sheet) Amounts may be rounded Statementcovem period CALIFORNIA Payments Made to whole dollars. FORM • 1 if from o1/ol/zoz2 SEE INSTRUCTIONS ON REVERSE through 06/30/2022 Page 7 of 9 NAME OF FILER LD.NUMBER Lisa Middleton for State Senate 2022 11441458 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CIVP campaign paraphemalia/misc. M13R 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 FEr petition circulating TEL t.v. or cable airtime and production costs FIL candidate filinglballot fees PHO phone banks TRC candidate travel, lodging, and meals FIND fundraising events POL polling and survey research TRS stag/spouse travel, lodging, and meals W independent expenditure supporting/opposing others (explain)' POS postage. delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense FRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID Robert Westwood 24 Chandra Lane Rancho Mirage, CA 92270 Refund of Contribution 500.00 ' Payments that are coMdbutiom or independent expenditures must also be summarized on Schedule D. SUBTOTALS 500.00 FPPC Forth 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) Schedule F statemeateovem Accrued Expenses (Unpaid Bills) Amounts wholybllars. rounded P to whole dollars. (f081 01/O1/2023 SEE INSTRUCTIONS ON REVERSEthrough 06/30/2022_ _ _ _ NAME OF FILER Lisa Middleton for State Senate 2022 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMID campaign paraphernalia/mist. AVER membercommunications RAD CNS campaign consultants MTG meetings and appearances RFD CTB contribution (explain nonmonelary)' OFC office expenses SAL CVC civic donations PET petition circulating TEL FIL candidate filingfballot fees PHO phone banks TRC FND fundraising events POL polling and survey research TRS IFD independent expenditure supportinglopposing others (explain)' POS postage, delivery and messenger services TSF LEG legal defense PRO professional services (legal, accounting) VOT LIT campaign literature and mailings PRT print ads WEB SCHEDULEF e Page a of 9 I.D. NUMBER 1441458 radio airtime and production costs returned contributions campaign workers' salaries t.v. or cable airtime and production costs candidate travel, lodging, and meals staff/spouse travel, lodging, and meals transfer between committees of the same candidate/sponsor voter registration information technology costs (Internet, e-mail) (a) (b) (c) (d) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNTINCURRED AMOUNT PAID OUTSTANDING (IF COMMriEE, use ENTER I.D. NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCEAT CLOSE OF THIS PERIOD O SOR6PORroNO OF THIS PERIOD River City Business Services PRO 674.00 0.00 674.00 0.00 5445 Madison Avenue Sacramento, CA 95841 River City Business Services PRO 0.00 135.50 0.00 135.50 5445 Madison Avenue Sacramento, CA 95841 • Payments that am contributions or independent ezpendlbues must also be summarized on Schedule D. SUBTOTAL$S 674 c!;$ 135. soS 674. o0E 135.50 Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under$100.)... ....... ....____.._......... ........ INCURRED TOTALS $ 135.50 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 $ 674.00 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A. Line 9.)....................................................................................... NET $-538.50 May to a negative rum FPPC Form 460 (Jan12016) FPPC Toll -Free Helohne: 866/ASK-FPPC (8661275-37721 Schedule I SCHFnIII F I Miscellaneous Increases to Cash Amounts may be rounded Statement covers period to whole dollars. • • I ' from 01/01/2022 • SEE INSTRUCTIONS ON REVERSE through 06/30/2022 Page 9 of 9 NAME OF FILER I.D. NUMBER Lisa Middleton for State Senate 2022 1441458 DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE DESCRIPTION OF RECEIPT AMOUNTOF (IF COMMITTEE ALSO ENTER I.D. NUMBER) INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 0.00 Schedule I Summary 1. Itemized increases to cash this period........................................................................................................................ $ 0.00 2. Unitemized increases to cash of under $100 this period............................................................................................. $ 2.44 3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).)................................. $ 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the SummaryPage, Line 14.)........................................................................................................................... TOTAL $ 2.44 FPPC Form 460 (Jen12016) FPPC Advice: advWe@fppe.ea.gov (666W53T72)