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HomeMy WebLinkAboutRobb 4 OV Council - 2nd Quarter Report - 7/3/2024STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT COMMITTEE INFORMATION (required): Committee Information: Committee Name: Robb 4 OV Council CAN )IDATE INFORMATION (only if filing as a candidate committee): Office Sought: ❑ County Office: ❑ Special District Office: ❑ City/Town Office: Oro Valley Town Council ❑ School Board District: Cumulative Report: COMMITTEE ID NUMBER OVTC 24-01 ❑ Check here if this is the candidate committee's first, cumulative report for the election cycle. Also select appropriate Reporting Period below. Cumulative reporting period start date (which supersedes the start date for the Reporting Period selected below): REPORTING PERIOD (check one): REPORTING PERIOD REPORT DUE 2023 March Pre -Election Report (Local Only): January-1, 2023 to February 25, 2023 : February 26, 2023 to March 4, 2023 2023 March. Post -Election (Q1) Report (Local'Only):,F,ebruary 26, 2023 to March 31, 2023 April 1, 2023 to April 15, 2023 2023 Quarter 1 Report: January 1, 2023 to March 31, 2023 April 1, 2023 to April 17, 2023 2023 May Pre -Election Report (Local Only): April 1, 2023 to April,29, 2023 _ April 30, 2023 to -May 6, 2023 2023 May Post -Election (Q2) Report (Local Only): April 30, 2023 to. June ;.30; 2023." July .1 2023 to --July 15; 2023 - ,. 2023 Quarter 2 Report: April 1, 2023 to June 30, 2023 July 1, 2023 to July 17, 2023 2023 August Pre -Election Report (Local Only): July 4, 2023 to July 15,,2023 July. -16, 2023 to July 22, 2023 '.2023 August Post -Election (Q3) Report,(LocaII Only): July 16, 2023`t6'September 30,'2023 October.1, 2023 to October .16;.2023* - 2023 Quarter 3 Report: July 1, 2023 to September 30, 2023 October 1, 2023 to October 16, 2023* 2023 November Pre -Election Report (Local. Only); October 1, 2023.to; October 21, 2023 October 22, 2023-to October 28, 2023 2023 November_P6st-Electi6n_(Q4) Report_(Local Only): October22;2023°to December,.31, 2023 1anuary-1, 2024 to January 16,2024* , 2023 Quarter 4 Report: October 1, 2023 to December 31, 2023 January 1, 2024 to January 16, 2024* 2024 March Pre -Election Report -(Local Only): January1, 2024 to -February 24, 2024-. February-25, 2024 to March 2, 2024 2.024 March, Post -Election (Q1) Report (Local'Only):"February. 25;.2024 to March 31, 2024 April 1, 2024 to April 15, 2024"` 2024 Quarter 1 Report: January 1, 2024 to March 31, 2024 April 1, 2024 to April 15, 2024 2024 May Pre -Election Report (Local Only):April -1; 2024 to May,4; 2024 May 5-1- 2024 to May 11, 2024 2024 May Post -Election (Q2) Report (Local'Only): May 5, 2024 to June 30, 2024 July,1, 2024 to July-15, 2024. ✓ 2024 Quarter 2 Report: April 1, 2024 to June 30, 2024 July 1, 2024 to July 15, 2024 2024 July Pre -Primary -Election Report: July,1;.2024 to July 13, 2024 July 14; 2024 to July 20, 2024 2024 July Post -Primary Election (Q3) Report: July,14,, 2024 to.Septernber 30, 2024 _October 1, 2024-to October 15, 2024 . 2024 Quarter 3 Report: July 1, 2024 to September 30, 2024 October 1, 2024 to October 15, 2024 2024 November Pre -General Election Report: October 1; 2024 to O.ctober.19, 2024. "October 20, 2024 to. October 26, 2024 2024 November Post -General. Election (Q4)'Report: October 20; .2024 tb Dece,mber,31; 2024 January 1, 2025 to January 15,2025.. Final Campaign Finance Report Prior to Committee Termination: End of Previous Period through Today's Date Same Date of Termination 'Reporting deadline extended to next business day if deadline date is a holiday or Sunday. A.R.S. §§§ 1-243(A), 1-301 and 1 303. FINANCIAL SUMMARY (required): Activity I Cash Activity This I Election Cycle to Reporting Period Date (a) Committee value at the beginning of this reporting period (he. ending balance from the previous reporting period) $ 1,069.09 F (b) + Total receipts (from "Summary of Receipts," line 13 (cash column) for this reporting period) $ 7,388.36 $ 9,507.61 (c) - Total disbursements (from "Summary of Disbursements," line 16 (cash column)forthis reporting period) $ 7,831.94 $ 8,883.10 (d) = Balance at close of reporting period $ 625.51 ❑ Check here if filing no financial activity during the reporting period. Lines (a)-(d) still must be completed, but only this cover page and the following page need to be filed. Committees with financial activity must file the cover page, summary of receipts, summary of disbursements, and any schedules that contain financial activity. Arizona Secretary of State Revision 9/28/23; League Update 03/25/24 (fellable format) STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT Under A.R.S. § 16-926(B)(5), a campaign finance report must be certified by the committee treasurer under penalty of perjury that the contents of the report are true and correct. By filing this report, -you certify that, under penalty of perjury, you have examined the contents of this report, and the contents are true and correct. Roswell R Roberts Jr Printed Name of Committee Treasurer Digitally signed by 267ba9f9-166c-45ff-9900-21 afe5f8676c Date: 2024.07.03 09:07:07l07 & Signature of Committee Treasurer COMMITTEE ID NUMBER OVTC 24-01 07/03/2024 Date Arizona Secretary of State Revision 9/28/23 STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT SUMMARY OF RECEIPTS (Schedule A): COMMITTEE ID NUMBER OVTC 24-01 / Receipts Cash Equity 1. Monetary Contributions Received (a) In -State Individuals -More than $100 $2,224.33 (b) In -State Individuals - $100 or Less, (Aggregate) $1,164.03 (c) Out -of -State Individuals (d) Candidate Committees (e) Political Action Committees (f) Political Parties (g) Partnerships (h) Corporations & Limited Liability Companies (PACs & Political Parties only) (i) Labor Organizations (PACs & Political Parties only) Candidate's Personal Monies (candidate committees only) $4,000.00 (k) Monetary Contributions Subtotal (add 1(a) through 10)) (1) Refunds Given Back to Contributors (m) Net Monetary Contributions (subtract 1(1) from 1(k)) 2. Loans " (a) Loans Received (b) Forgiveness on Loans Received (c) Repayment on Loans Made (d) Interest Accrued on Loans Made (e) Loans Subtotal (cash: add 2(a), 2(c) & 2(d)) 3. Rebates and Refunds Received 4. Interest Accrued on Committee Monies 5. In -Kind Contributions Received (a) In -State Individuals -More than $100 (b) In -State Individuals - $100 or Less (Aggregate) (c) Out -of -State Individuals (d) Candidate Committees (e) Political Action Committees (f) Political Parties (g) Partnerships (h) Corporations & Limited Liability Companies (PACs & Political Parties only) (i) Labor Organizations (PACs & Political Parties only) (j) Candidate's Personal Assets or Property (candidate committees only) (k) In -Kind Contributions Subtotal (equity: add 5(a) through 50)) 6. In -Kind Donations Received (Non -contributions) (Political Parties only) 7. Extensions of Credit (a) Extensions of Credit Received (b) Payments on Extensions of Credit Received (c) Net Extensions of Credit (subtract 7(b) from 7(a)) 8. Joint Fundraising / Shared Expense Payments Received 9. Payments Received for Goods / Services 10. Outstanding Accounts Receivable / Debts Owed to Committee 11. Transfer In Surplus Monies / Transfer Out Debt (use cash and/or equity as applicable) 12. Miscellaneous Receipts (use cash and/or equity as applicable) 13. Total Receipts (cash: add 1(m), 2(e), 3-4, 8-9, 11-12; equity: add 2(b), 5(k), 6-7(c), 10-12) $7,388.36 Arizona Secretary of State Revision 9/28/23 STATE OF ARIZONA COMMITTEE ID NUMBER COMMITTEE CAMPAIGN OVTC 24-01 FINANCE REPORT SUMMARY OF DISBURSEMENTS (Schedule B): Disbursements Cash Equity \ 1. Disbursements for Operating Expenses $7,352.44 - 2. Contributions Made (a) Candidate Committees (b) Political Action Committees 77 (c) Political Parties (d). Partnerships e Corporations & Limited Liability Companies (PAC & Political Parties only) (f) Labor Organizations (PAC & Political Parties only) (g) Monetary Contributions Subtotal (add 2(a) through 2(f)) (h) Contribution Refunds Provided to the Reporting Committee (i) Monetary Contributions Total (subtract 2(h) from 2(g)) 3. Loans r, (a) Loans Made (b) Loan Guarantees Made (c) Forgiveness on Loans Made (d) Repayment of Loans Received (e) Accrued Interest on Loans Received (f] Total Loans (cash: add 3(a), 3(d) & 3(e); equity: add 2(b) & 2(c)) 4. Rebates and Refunds Made (Non -Contributions) 5. Value of In -Kind Contributions Provided (a) Candidate Committees (b) Political Action Committees (c) Political Parties (d) Partnerships (e) Corporations & Limited Liability Companies (PAC & Political Parties only) (f) Labor Organizations (PAC & Political Parties only) Contributions Subtotal (add 5(a) through 5(f)) 6. Independent Expenditures Made 7. Ballot Measure Expenditures Made 8. Recall Expenditures Made 9. Support Provided to Party Nominees (Political Parties only) 10. Joint Fundraising / Shared Expense Payments Made s 11. Reimbursements Made 12. Outstanding Accounts Payable / Debts Owed by Committee - 13. Transfer Out Surplus Monies / Transfer In Debt (use cash and/or equity as applicable) 14. Miscellaneous Disbursements 15. Aggregate of Disbursements - $250 or Less $479.50 16. Total Disbursements (cash: add 1, 2(i), 3(f), 6-11 & 13-15; equity: add 3(f), 5(g), & 12-15) $7,831.94 Arizona Secretary of State Revision 9/28/23 STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT MONETARY CONTRIBUTIONS RECEIVED FROM IN -STATE INDIVIDUALS - MORE THAN $100 DURING ELECTION CYCLE:* Individual Contributor Information COMMITTEE ID NUMBER OVTC 24-01 SCHEDULE A(1)(a) Cumulative Cumulative Amount Received Amount this Amount this Reportinq Period I Election Cvcle Name Eva Ann Young Date Contribution Received 3/26/24 $0.00 $0.00 $200.00 Street Address 9360 N Calle Buena Vista 1 City State ZIP Tucson AZ 85704 Occupation Employer Retired Retired Name Cortney M Carlisle Date Contribution Received 3/30/24 $0.00 $0.00 $500.00 Street Address 440 E Newport Drive 2 City State ZIP. Oro Valley AZ 857704 Occupation Employer Finance Blue Cross Blue Shield AZ Name Sandra Wilson Date Contribution Received 4/20124 $400.00 $400.00 $400.00 Street Address 11320 N Shadow Vista Place 3 City State ZIP Oro Valley AZ 85742 Occupation Employer Retired Retired Name D Darlene M Bakken Date Contribution Received 5/1/24 $500.00 $500.00 $500.00 Street Address 9390 N Calle Buena Vista 4 City State ZIP Tucson AZ 85704 Occupation Employer Retired Retired Name Paul Kallina Date Contribution Received 5/1/24 $104.39 $104.39 $104.39 Street Address 13693 N Balancing Rock Drive 5 city State ZIP Oro Valley AZ 85755 Occupation Employer Unemployed Unemployed Enter total only if last page of schedule (transfer the total received this period to "Summary of Receipts," line 1(a)) *If in -state individual contributions of $100 or less are listed on Schedule A(1)(b), do not include them on Schedule A(1)(a). ScheduleA(1)(a), page 1 - of 2 Arizona Secretary of State Revision 9/28/23 STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT MONETARY CONTRIBUTIONS RECEIVED FROM IN -STATE INDIVIDUALS - MORE THAN $100 DURING ELECTION CYCLE:* Individual Contributor Information COMMITTEE ID NUMBER OVTC 24-01 SCHEDULE A(1)(a) Cumulative Cumulative\ Amount Received Amount this Amount this Reportina Period I Election Cvcle Name Jack Stinnett Date Contribution Received 5/2/24 $300.00 $300.00 $399.20 Street Address 11055 N Joy Faith Drive 1 City State ZIP Oro Valley AZ 85737 Occupation Employer Unemployed Unemployed - Name Roswell R Roberts Jr Date Contribution Received 5/5/24 $200.00 $200.00 $300.00 Street Address 11119 N Joy Faith Drive 2 city State ZIP Oro Valley AZ 85737 Occupation Employer Retired Retired Name Andrew Hogan Date Contribution Received 5/23/24 $519.94 $519.94 $519.94 Street Address 12231 N Sterling Avenue 3 City State 21P Oro Valley AZ 85755 Occupation Employer Unemployed Unemployed Name Robyn Kool Date Contribution Received 6/20/24 $200.00 $200.00 $200.00 Street Address 9382 N Calle Buena Vista 4 City State ZIP Oro Valley AZ 85704 Occupation Employer Name Date Contribution Received Street Address 5 city State ZIP Occupation Employer Enter total only if last page of schedule (transfer the total received this period to "Summary of Receipts," line 1(a)) $2,224.33 $3,123.53 *If in -state individual contributions of $100 or less are listed on Schedule A(1)(b), do not include them on Schedule A(1)(a). ScheduleA(1)(a), page 2 of 2 Arizona Secretary of State Revision 9/28/23 STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT MONETARY CONTRIBUTIONS RECEIVED FROM IN -STATE INDIVIDUALS - $100 OR LESS (AGGREGATE):* COMMITTEE ID NUMBER OVTC 24-01 SCHEDULE A(1)(b) Cumulative Amount this Reporting I Cumulative Amount this Election Period Cycle $1,164.03 $1,384.08 Cumulative Contributions from In -State Individuals - $100 or Less $1,164.03 $1,384.08 Enter total only if last page of schedule (transfer the total received this period to "Summary of Receipts," line 1(b)) *If in -state individual contributions of more than $100 are listed on Schedule A(1)(a), do not include them. Schedule A(1)(b), page 1 of 1 Arizona Secretary of State Revision 9/28/23 STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT MONETARY CONTRIBUTIONS FROM CANDIDATE'S PERSONAL MONIES: Candidate Information COMMITTEE ID NUMBER OVTC 24-01 SCHEDULE A(1)Q) Cumulative Cumulative Amount Received Amount this Amount this Reporting Period I Election Cycle 1 Name Elizabeth Robb Date Contribution Received 5/1/24 $4,000.00 $4,000.00 $5,000.00 Street Address 901 N Calle Buena Vista City Oro Valley State AZ IF, 85704 Occupation Sole Proprietor Employer Elizabeth's Garden 2 Name Date Contribution Received Street Address city State ZIP Occupation Employer 3 Name Date Contribution Received Street Address City State ZIP Occupation Employer 4 Name Date Contribution Received Street Address City State ZIP Occupation Employer 5 Name Date Contribution Received Street Address City State ZIP Occupation Employer Enter total only if last page of schedule (transfer the total received this period to "Summary of Receipts," line 1ij)) $4,000.00 $5,000.00 Schedule A(1)0), page 1 of 1 Arizona Secretary of State Revision 9/28/23 DISBURSEMENTS FOR OPERATING EXPENSES: Recipient Information STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT COMMITTEE ID NUMBER OVTC 24-01 SCHEDULE B(1) Cumulative Cumulative Amount Paid Amount this Amount this Reportinq Period I Election Cvcle Name Barrio Promo Disbursement Date 4/10/24 $331.23 $331.23 $331.23 Street Address 9070 N Oracle Road, Suite 178-201 1 city State ZIP Tucson AZ 85704 0 Cash Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) ❑ Credit T-Shirts ❑ Name Signs on the Cheap Disbursement Date 5/1/24 $1,261.50 $1,261.50 $1,682.32 Street Address 11525A Stoneholow Drive 2 City State ZIP Austin TX 78758 0 Cash Type of Operating Expense Paid Nor¢Electoral Purpose? (PACs and Political Parties Only) ❑ Credit Signs ❑ Name Signs.com Disbursement Date 5/14/24 $1,076.92 $1,076.92 $1,076.92 Street Address 1550 Gladiola Street 3 City State ZIP Salt Lake City UT 84104 0 Cash Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) ❑ Credit Signs ❑ Name Signs.com Disbursement Date 5/21/24 $1,576.34 $2,653.26 $2,653.26 Street Address 1550 Gladiola Street 4 City State ZIP Salt Lake City UT 84104 0 Cash Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) ❑ Credit Signs ❑ Name cs.works Disbursement Date 5/23/24 $500.00 $500.00 $500.00 Street Address 2848 N Mountain Avenue, Unit 1102 5 0 Cash ❑ Credit City Tucson State AZ ZIP 85719 Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) Squarespace Website ❑ Enter total only if last page of schedule (transfer the total disbursed this period to "Summary of Disbursements," line 1) 1 2 Schedule B(1), page of_ Arizona Secretary of State Revision 9/28/23 DISBURSEMENTS FOR OPERATING EXPENSES: Recipient Information STATE OF ARIZONA COMMITTEE CAMPAIGN FINANCE REPORT COMMITTEE ID NUMBER OVTC 24-01 SCHEDULE B(1) Cumulative Cumulative Amount Paid Amount this Amount this Reoortina Period I Election Cvcle Name RSL Business Services Disbursement Date 6/24/24 $2,606.45 $2,606.45 $2,883.64 Street Address 1 10155 N Calle del Camero ; city State ZIP Tucson AZ 85737 0 Cash Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) ❑ Credit Post Cards & Postage ❑ Name Disbursement Date Street Address 2 city State ZIP ❑ Cash Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) ❑ Credit 11 Name Disbursement Date Street Address 3 City State ZIP ❑ Cash Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) ❑ Credit Name Disbursement Date Street Address 4 city State ZIP ❑ Cash Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) ❑ Credit Name Disbursement Date Street Address 5 ❑ Cash city State ZIP ❑ Credit Type of Operating Expense Paid Non -Electoral Purpose? (PACs and Political Parties Only) Enter total only if last page of schedule (transfer the total disbursed this period to "Summary of Disbursements," line 1) $7,352.44 $8,050.45 2 2 Schedule B(1), page of _ Arizona Secretary of State Revision 9/28/23 AGGREGATE OF DISBURSEMENTS — $250 OR LESS: STATE OF ARIZONA COMMITTEE ID NUMBER COMMITTEE CAMPAIGN OVTC 24-01 FINANCE REPORT SCHEDULE B(15) Cumulative Amount this Reporting I Cumulative Amount this Election Period Cycle $479.50 $488.14 Cumulative of Disbursements - $250 or Less $479.50 $488.14 Enter total only if last page of schedule (transfer the total received this period to "Summary of Disbursements," line 15) Schedule B(15), page of Arizona Secretary of State Revision 9/28/23