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HomeMy WebLinkAboutReport of Contributions and Expenditures - Stand for Facts Firestone - 04-07-2026_RedactedTown of Firestone Form No. TOF-CF-005 Revision Date: 1 REPORT OF CONTRIBUTIONS AND EXPENDITURES 2026 Revised Reporting Forms The Report of Contributions and Expenditures is a financial report required for all committees or parties that accept contributions or make expenditures to support or oppose a candidate or an ballot measure seeking access to the ballot and/or a referendum placed on the ballot by a governing board (e.g. general assembly, commissioners, etc.). The report is comprised of 7 basic data entry pages along with several informational and instructional pages. The data entry forms consist of the Report of Contributions and Expenditures with the Detail Summary, Schedules A, B, C, D and the Statement of Non-Monetary Contributions. Completion of Schedules A, B, C, D and the Statement of Non- Monetary Contribution forms should be done prior to completion of the Report of Contributions and Expenditures and Detail Summary pages. Listed below are brief descriptions of what each data entry page accomplishes to help you complete and finalize this report. Report of Contributions and Expenditures (page 1) A summary page of the committee or party name, address, financial institution, registered agent and the contribution/expenditure totals for a specific reporting period with the Detailed Summary page (page 2) that summarizes totals for all other data entry forms. Complete this two (2) -page form last. Schedule A This form is used to report monetary contributions received by the committee or party that exceed $19.99. (Money received into the committee/party.) You may itemize contributions $19.99 and under on this form, if you do then you'll need to exclude them from the non-itemized contribution total on the detailed summary page (line 7). Schedule B This form is used to report expenditures paid out by the committee or party that exceed $19.99. (Money expended/paid out by the committee/party.) You may itemize expenditures $19.99 and under on this form, if you do then you'll need to exclude them from the non-itemized expenditure total on the detailed summary page (line 15). Schedule C This form details loans received and repaid by the committee/party. (Money received by a committee from a financial institution and/or repayment of a loan to a financial institution.) Schedule D This form allows the committee/party to account for either a contribution or expenditure that has been made and is being returned to the committee/party. FIRESTONE TOWN CLERK 9950 Park Avenue Firestone, CO 80504 TownClerk@FirestoneCO.gov Ph: (303) 531-6264 www.firestoneco.gov Town of Firestone Form No. TOF-CF-005 Revision Date: 2 Statement of Non-Monetary Contributions (In-Kind) This form details contributions received that are tangible and can be assessed at a fair market value. Expenditures on behalf of a candidate that are coordinated with or controlled by the candidate, candidate’s agent, or the political party shall be counted as a contribution to and expenditure by the candidate committee or the political party. If filing the Report of Contributions and Expenditures manually, it MUST be received by the appropriate officer on or before the scheduled due date. Postmark dates are not recognized. A faxed report MUST be followed up with the original document within seven calendar days. Town of Firestone Form No. TOF-CF-005 Revision Date: 3 Colorado law references: Who uses this form? Purpose of form: Is this form required? Instructions for REPORT OF CONTRIBUTIONS AND EXPENDITURES DETAILED SUMMARY Article XXVIII of the Colorado Constitution; Title 1, article 45 of the Colorado Revised Statutes (C.R.S.) All Committees This form is used to summarize the information from all other forms. Yes When do I file this form? This form must be received by the designated election official on or before the filing due date for the reporting period. Postmarks are not accepted. COMPLETING THE FORM This form uses information contained on other forms; all other applicable forms must be completed prior to filling this summary form. STEP 1. Completely fill out the Report of Contributions and Expenditures page until you reach Line 1. ► Print or type the full name of the committee ► Print or type the address of your committee. Print or type the city, state and zip code of your committee. ► Print or type the name and address (including city, state, and zip code) of the financial institution where the committee funds are deposited. [1-45- 108(1)(a)(IV)(b), C.R.S.] ► Print or type the Secretary of State-issued committee number. This is the committee ID number that was provided to you shortly after registering with the Secretary of State. If you registered with an election official other than the Secretary of State, you may or may not have an ID number. ► Determine what type of report is being filed. • Regularly Scheduled Filings are normal reporting periods as required in 1-45-108 & 1-45-109, C.R.S. (These dates are available through the Campaign and Political Finance manual, your local election official, the calendars provided and the Secretary of State web site www.sos.state.co.us) • Amended Filings are reports which correct a previously filed report. • Termination Reports are filings that close a committee, indicating the committee is no longer in existence. To terminate you must have no outstanding debts or obligations (including late filing penalties), and a zero balance (line #5). ► Check ( ) the appropriate box next to the type of report filed. If this report is an amended filing, print or type the date of the originally filed report being amended. ► Print or type the Reporting Period being covered. (The beginning and ending dates) Town of Firestone Form No. TOF-CF-005 Revision Date: 4 ► Print or type the Declared Total Spending Limit if applicable. (Art. XXVIII, Sec. 4) This is only for state candidates that have accepted the Voluntary Spending limits. STEP 2. Skip Lines 1-5 and the Authorization portion of the Report of Contributions and Expenditures page (page 1) and go to the Detailed Summary page (page 2). STEP 3. On the Detail Summary page of the Report of Contributions and Expenditures form completely fill out the header information and lines 6 through 20. ► Line #6 – Enter the total amount from Schedule A. ► Line #7 – Enter the total amount of contributions received this reporting period that were $19.99 or less and are not itemized on the Schedule A. ► Line #8 – Enter the total amount of all loans received this reporting period. (Schedule C) ► Line #9 – Enter the total amount of all other receipts. (Example: Interest, Dividends) ► Line #10 – Enter the total amount of all expenditures returned or refunded to the committee. (Schedule D - money coming back to the committee. ► Line #11 – Enter the sum of Lines #6 through #10. ► Line #12 – Enter the total amount of all Non-Monetary Contributions (in-kind) from the Statement of Non-Monetary Contributions form. ► Line #13 – Enter the sum of Line #11 and #12. ► Line #14 – Enter the total amount from Schedule B. ► Line #15 – Enter the total amount of all Expenditures received this reporting period that where $19.99 or less and are not itemized on the Schedule B. ► Line #16 – Enter the total amount of all loan payments paid this reporting period. (Schedule C) ► Line #17 – Enter the total amount of contributions returned to the donor. Example: A contribution was received from a prohibited contributor. (Schedule D - money going out of the committee). ► Line #18 – Enter the total amount of expenditures by a third party that are controlled by or coordinated with a candidate, candidate committee or political party. (Statement of Non-Monetary Contribution form) ► Line #19 – Enter the sum of Lines #14 through #17. ► Line #20 – Enter the sum of lines #18 and #19. [Art. XXVIII, Sec. 5(3)] STEP 4. Return to the Report of Contributions and Expenditures form and complete Lines 1-5. ► Line #1 – If this is your first Report of Contributions and Expenditures as a committee enter zero (0). If you have previously filed enter the ending balance from line #5 of your most recently filed report. ► Line #2 – Enter the total amount from Line #11. Town of Firestone Form No. TOF-CF-005 Revision Date: 5 ► Line #3 – Enter the sum of Lines #1 and #2. ► Line #4 – Enter the total amount from Line #19. ► Line #5 – Enter the difference of Line #3 minus Line #4. STEP 5. Complete the Authorization portion of the Report of Contributions and Expenditures form by printing the name of the registered or designated filing agent and then sign and date the report. Town of Firestone Form No. TOF-CF-005 Revision Date: 6 REPORT OF CONTRIBUTIONS AND EXPENDITURES Article XXVIII of the Colorado Constitution and Title 1, Article 45 of the Colorado Revised Statute (C.R.S.) As Shown on Registration Address of Committee/Person City, State & Zip Code Committee Type Name and Address of Financial Institution COMMITTEE ID NUMBER Type of Report (check one) Reporting Period Covered: Declared Total Spending (if applicable) [Art. XXVIII, Sec. 4(1)] Date Through Date Authorization (Must be completed by either the Registered Agent OR the Candidate): I hereby certify and declare, under penalty of perjury, that to the best of my knowledge or belief all contributions received during this reporting period, including any contributions received in the form of membership dues transferred by a membership organization, are from permissible sources. Print Registered Agent’s Name: Registered Agent’s Signature Date: Print Candidate Name: Candidates Signature: Date: Regularly Scheduled Filing Amended Filing DATE AMENDED Termination Report Check this box if this Report Contains Electioneering Communications Information Full Name of Committee/Person The appropriate officer shall impose a penalty of $50 per day for each day that a report is filed late. [Art. XXVIII Sec. 10(2)(a)] $ FIRESTONE TOWN CLERK 9950 Park Avenue Firestone, CO 80504 TownClerk@FirestoneCO.gov Ph: (303) 531-6264 www.firestoneco.gov Town of Firestone Form No. TOF-CF-005 Revision Date: 7 Full Name of Committee/Person: Current Reporting Period: Through Funds on hand at the beginning of reporting period (Monetary Only) $ 6 Itemized Contributions $20 or More [C.R.S. 1-45-108(1)(a)] (From Schedule “A”) $ 7 Total of Non-Itemized Contributions (Contributions of $19.99 and Less) $ 8 Loans Received (From Schedule “C”) $ 9 Total of Other Receipts (Interest, Dividends, etc.) $ 10 Returned Expenditures (from recipient) (From Schedule “D”) $ 11 Total Monetary Contributions (Total of lines 6 through 10) $ 12 Total Non-Monetary Contributions (From Statement of Non-Monetary Contributions) $ 13 Total Contributions (Line 11 + line 12) $ 14 Itemized Expenditures $20 or More [C.R.S. 1-45-108(1)(a)] (From Schedule “B”) $ 15 Total of Non-Itemized Expenditures (Expenditures of $19.99 or Less) $ 16 Loan Repayments Made (From Schedule “C”) $ 17 Returned Contributions (To donor) (Please list on Schedule “D”) $ 18 Total Coordinated Non-Monetary (in-kind) Expenditures (Candidate/Candidate Committee & Political Parties only) $ 19 Total Monetary Expenditures (Total of lines 14 through 17) $ 20 Total Spending (Line 18 + line 19) $ DETAILED SUMMARY Town of Firestone Form No. TOF-CF-005 Revision Date: 8 Schedule A Instructions NOTE: In addition to the disclosure requirements of the constitution and statute please note provisions for specific Committee type, as follows: Candidate, Issue, Political Party and Political Committee (PC) • Required to disclose occupation and employer for all $100 or more contributions made by natural persons. (Art. XXVIII, Sec. 7) Small Donor Committee • Accepts contributions of no more than $50 per year, FROM NATURAL PERSONS ONLY who are U.S. citizens. [Art. XXVIII, Sec. 2(14)(a)] Electioneering Communications Reporting • Reporting required by persons spending $1,000 or more on Electioneering Communications, • Required to disclose occupation and employer for all $250 or more contributions made by natural persons. (Art. XXVIII, Sec. 6) • Corporate and Labor Organization funding are prohibited. (Art. XXVIII, Sec. 6) Contribution Limits (Art. XXVIII, Sec. 3 of the Colorado Constitution and Campaign and Political Finance Rule 10.16) Political Committees (State, County, District & Local): • $575 per House of Representatives Election Cycle Political Party (From any person other than Small Donor): • $ 3,650 per year no more than $3,050 to state party. Political Party (From Small Donor): • $18,425 per year no more than $15,350� to state party. Prohibitions on next page. Please refer to Article XXVIII, Section 3 of the Colorado Constitution for complete contribution limits and prohibited contributions. Town of Firestone Form No. TOF-CF-005 Revision Date: 9 PROHIBITED CONTRIBUTIONS • No candidate's candidate committee shall accept contributions from, or make contributions to, another candidate committee. • No person shall act as a conduit for a contribution to a candidate committee. • It shall be unlawful for a corporation or labor organization to make contributions to a candidate committee or a political party. A corporation or labor organization may establish a political committee or small donor committee which may accept contributions or dues from employees, officeholders, shareholders, or members to make contributions to a candidate committee or political party. • No candidate committee, political committee, small donor committee, or political party shall knowingly accept contributions from: • Any natural person who is not a citizen of the United States; • A foreign government; or • any foreign corporation that does not have the authority to transact business in this state pursuant to article 115 of title 7, C.R.S., or any successor section. • No candidate committee, political committee, small donor committee, issue committee, or political party shall accept a contribution, or make an expenditure, in currency or coin exceeding one hundred dollars. • No person shall make a contribution to a candidate committee, issue committee, political committee, small donor committee, or political party with the expectation that some or all of the amounts of such contribution will be reimbursed by another person. No person shall be reimbursed for a contribution made to any candidate committee, issue committee, political committee, small donor committee, or political party, nor shall any person make such reimbursement except as provided in subsection (8) of this section. [Art. XXVIII, Sec. 3(8)] Town of Firestone Form No. TOF-CF-005 Revision Date: 10 Full Name of Committee/Person: WARNING: Please read the instruction page for Schedule “A” before completing! * For contribution limits within a committee’s election cycle or contribution cycle, please refer to the following Colorado Constitutional cites: Candidate Committee Art. XXVIII, Sec. 2(6); Political Party Art. XXVIII, Sec. 3(3); Political Committee Art. XXVIII, Sec 3(5); Small Donor Committee Art. XXVIII, Sec. 2(14). Check box if Electioneering Communication Check box if Electioneering Communication Check box if Electioneering Communication Check box if Electioneering Communication Schedule A – Itemized Contributions Statement ($20 or more) Town of Firestone Form No. TOF-CF-005 Revision Date: 11 Full Name of Committee/Person: PLEASE PRINT/TYPE 1. Date Expended 4. Name: 2. Amount 5. Address: $ 6. City/State/Zip: 3. Recipient is (optional) 7. Purpose of Expenditure: Committee Non Committee Non Committee Non Committee Non Committee Schedule B – Itemized Expenditures Statement ($20 or more) [1-45-108(1)(a), C.R.S.] Town of Firestone Form No. TOF-CF-005 Revision Date: 12 Full Name of Committee/Person: LOAN SOURCE Name (Last, First or Institution): Address: City/State/Zip: Original Amount of Loan: $ Interest Rate: Loan Amount Received This Reporting Period: $ Principal Amount Paid This Reporting Period: $ Total of All Loans This Reporting Period: $ (Place on line 8 of Detailed Summary Report) Interest Amount Paid This Reporting Period: $ Amount Repaid This Reporting Period: $ Total Repayments Made: $ (Amount Repaid is sum of Principal & Interest entered on Detail Summary) (Sum of Schedule C pages, Place on line 16 of Detailed Summary) Outstanding Balance: $ TERMS OF LOAN: Date Loan Received Due Date for Final Payment LIST ALL ENDORSERS OR GUARANTORS OF THIS LOAN LOANS - Loans Owed by the Committee (Use a separate schedule for each loan. This form is for line item 8 and 16 of the Detailed Summary Report.) [No information copied from such reports shall be sold or used by any person for the purpose of soliciting contributions or for any commercial purpose. [Art. XXVIII, Sec. 9(e)] Notwithstanding any other section of this article to the contrary, a candidate’s candidate committee may receive a loan from a financial institution organized under state or federal law if the loan bears the usual and customary interest rate, is made on a basis that assures repayment, is evidenced by a written instrument, and is subject to a due date or amortization schedule [Art. XXVIII, Sec. 3(8)] Schedule C - Loans Candidate Committees only Town of Firestone Form No. TOF-CF-005 Revision Date: 13 Full Name of Committee/Person: Returned Contributions (Previously reported on Schedule A – Contributions accepted and then returned to donors) PLEASE PRINT/TYPE 1. Date Accepted 4. Name (Last, First): 2. Date Returned 5. Address: 6. City/State/Zip: $ 7. Purpose: 1. Date Accepted 4. Name (Last, First): 2. Date Returned 5. Address: 6. City/State/Zip: 7. Purpose: Returned Expenditures (Previously reported on Schedule B – Expenditures returned or refunded to the committee) PLEASE PRINT/TYPE 1. Date Expended 4. Name (Last, First): 2. Date Returned 5. Address: 6. City/State/Zip: 7. Comment (Optional): 1. Date Expended 4. Name (Last, First): 2. Date Returned 5. Address: 6. City/State/Zip: 7. Comment (Optional): Schedule D – Returned Contributions & Expenditures Town of Firestone Form No. TOF-CF-005 Revision Date: 14 DDD Full Name of Committee/Person: * Note: If coordinated, then contribution must also be reported as a non-monetary expenditure on Detailed Summary. Art. XXVIII, Sec. 2(9) states: “…Expenditures that are controlled by or coordinated with a candidate or candidate’s agent are deemed to be both contributions by the maker of the expenditures, and expenditures by the candidate committee.” PLEASE PRINT/TYPE Check box if Electioneering Communication Check box if Electioneering Communication Check box if Electioneering Communication Statement of Non-Monetary Contributions [Art. XXVIII, Sec. 2(5)(a)(II)(III) & Sec. 5(3) & 1-45-108(1), C.R.S.]