California Files

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Jim Patterson

Assembly Member, State Assembly

Form 700 statements

StatementFiledWhat it lists
2024 Leaving office
Assembly Member, State Assembly
2024-12-2316 gifts

Findings

Worth a look Gifts · the statement

Lists $1,131.20 in gifts from California State University, Fresno Foundation in 2024; the limit from one source is $590

The statement lists 1 gift(s) from California State University, Fresno Foundation dated in 2024, totalling $1,131.20. The gift limit from a single source was $590 for 2024 (Government Code 89503).

What to check
  • Whether part of it was returned, or paid back, in time to not count (the filer's comments often say).
  • Whether the gifts are from one source (a couple is two sources) or are of a kind the limit doesn't cover (family, wedding gifts and the like).
  • The FPPC's gift fact sheet and Regulation 18940.2 for the exceptions.

Gifts: California State University, Fresno Foundation $1,131 2024-10-12 p.4

Rule: Gifts from one source over the yearly limit
“The gift limit increased to $630 for calendar years 2025 and 2026. The gift limit in calendar year 2024 was $590.”Form 700 (2025/2026), What's New ✓ quoted from the saved copy · how this rule works

Worth a look Lobbying · the statement

Lobbying reports name $59 in gifts to them in 2024 from 1 source this statement doesn't list

Lobbyist employers' reports to the Secretary of State (Cal-Access) list activity expenses that benefited them in 2024, $50 or more from each of these sources, none named among the statement's gifts or travel: CALIFORNIA TAXPAYERS ASSOCIATION AND AFFILIATED ENITTY CALIFORNIA TAX FOUNDATION $59 (food and beverage).

What to check
  • Whether they attended or accepted it: the report is the lobbyist employer's account.
  • What Schedule D doesn't require (Form 700 instructions): gifts returned within 30 days; free admission and food at an event where they made a speech, from its organizer; up to two tickets to a campaign or 501(c)(3) fundraiser from the organization holding it; informational material; plaques worth less than $250.
  • Whether it's on the statement under another name.
  • That the report's beneficiary is this person (matched by name and office).
CALIFORNIA TAXPAYERS ASSOCIATION AND AFFILIATED ENITTY CALIFORNIA TAX FOUNDATION $59
Rule: Lobbying gifts not on the statement
“A gift is reportable if its fair market value is $50 or more. In addition, multiple gifts totaling $50 or more received during the reporting period from a single source must be reported.”Form 700 (2025/2026), Instructions – Schedule D ✓ quoted from the saved copy · how this rule works

Reported by lobbying interests

What lobbyist employers, lobbyists and lobbying firms told the Secretary of State they spent on Jim Patterson since 2024: $534 across 7 items from 7 sources. Each amount is their share as the report gives it. Matched by name and office.

Reported byWhat, whenTo them
CALIFORNIA NEW CAR DEALERS ASSOCIATION
$167 in all
FOOD AND DRINK at REVIVAL · 2024-03-20 · report$167.30
CALIFORNIA BUILDING INDUSTRY ASSOCIATION
$108 in all
FOOD AND BEVERAGE at KIMPTON SAWYER HOTEL · 2024-02-07 · report$107.72
PERSONAL INSURANCE FEDERATION OF CALIFORNIA
$79 in all
RECEPTION at THE SUTTER CLUB · 2024-03-11 · report$79.12
CALIFORNIA TAXPAYERS ASSOCIATION AND AFFILIATED ENITTY CALIFORNIA TAX FOUNDATION
$59 in all
FOOD AND BEVERAGE at SMIC'S SIP + QUIP · 2024-03-19 · report$59
SPECIAL OLYMPICS NORTHERN CALIFORNIA INC
$43 in all
FOOD AND BEVERAGE at SPECIAL OLYMPICS NORTHERN CALIFORNIA INC. (SEE MEMO A FOR VENDORS) · 2024-03-12 · report$43.11
SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC.
$43 in all
FOOD AND BEVERAGE at SPECIAL OLYMPICS NORTHERN CALIFORNIA INC. (SEE MEMO A FOR VENDORS) · 2024-03-12 · report$43.11
CALIFORNIA ATTRACTIONS AND PARKS ASSOCIATION
$35 in all
FOOD AND BEVERAGE · 2024-02-27 · report$35

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