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HomeMy WebLinkAboutTAKII SEMIANN01(2) cipidnt Committee Campaign Statement Cover Page (Government CaxJe SecUous 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in Ink. Stetement covers period ,,om 7-o1-0{ ,.ro..b 12-- 0 1 [] General Purpose Committee O Sponsored O SmailConthbutorCommittee O Polifical Party/CentralCommittee 1. Type of Recipient Committee: AII Committees - Complete Parts l, 2,3, and4. ~[/O~fficeholder, Candidate Controlled Commil~ee [] Ballat Measure Commitlae O State Candidate Election Committee O Primarily Formed O Recalt O Controlled (,~oCom~,~P.~S) O Sponsored [] Primarily Formed Candidate/ Officeholder Committee II.D. NUMBER 3. Committee Information COMMITTEE I~M, ME (OR CANDIDATE'S NAME IF NO COMMITTEE) ZIP CODE ARE CODE/PHONE MAIUNG AODRESS (IF DIFFERENT) NO. AND STREET OR P.O. ~OX Dale Slamp COVER PAGE Date of election If applicable: (Month, Day, Year} 0~ F[~ - ~ Pt'~ 3:~'3 2. Type of Statement: sPreelection Statement emi-annual Statement Termination Statement [] Amendment (Explain below) Page ( of ~-~ For Official Use Only [] Ouarlerly Statement [] Special Odd-Year Report [] Supplemental Preelection Statement - Attach Form 495 Treasurer(s) NAME OF TREASURER MAIl. lNG ADDRESS N~E OF ~SiSTANt TREASURER, IF ~Y MAILING AOORESS CITY STATE ZiP COOE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE OPTION : FAX I E-MAIL ADDRESS OPTIONAL: FAX I E-MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the informaUon contained herein and in ~e attached schedules is true and complele. I certih/under penally ct penury under the laws of the State of California that the foregoing is true and correct. Recipient Committee Campaign Statement Cover Page-- Part 2 Type or print in ink. COVER PAGE - PART 2 Page ~ of./3 5. Officeholder or Candidate Controlled Committee NAME OFOFF~EHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESlDENTIAJJ~USINESS ADDRESS (NO. AND STRE~ET) Gl· SE, ZIP Related Committees Not Included in this Statement: List any committees not included in this statement that ara controlled by you or a~ primarily formed to receive contdbutions or make expenditures on behalf of your candidacy. COk~MrrrEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMrlT~E? I-1 ~s [] NO COMMII-rEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STALE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? [] YES [] NO STRE~ ~DRESS (NO P.O. COMMITTEE ADDRESS 6. Ballot Measure Committee NAMEOFBALLOTMEASURE BALLOT NO. OR LElY'ER JURISDICTION []SUPPORT []OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANOIDATE, ORPROPONENT OFFICE SOUGHT OR HELD DISTRICT NO IF ANY 7. Primarily Formed 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 OFF~CE SOUGHT OR HELD [] SUPPORT [] OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [] SUPPORT [] OPPOSE CITY STALE ZIP CODE AREA CODE/PHONE Attach continuation sheets i! necessary FPPC Form 460 (Jun~01) FPPC TolI-Frw Helpllne: ~66/ASK-FPPC campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period through /2 -- ~ / -- ~ / SUMMARy PAGE Page~) of. ~ Contributions Received 1. Monetary Contributions ........................................... Schedule A, Line 3 2. Loans Received ...................................................... Schedule B. Line 7 3. SUBTOTAL CASH CONTRIBUTIONS ......................... AddLines ~. 2 4. Nonmonetary Contributions .................................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Aed Line5 3 + 4 Expenditures Made 6. Payments Made ....................................................... Sched,ae E. Une 4 7. Loans Made ............................................................. Sct~du~e H, L/ne 7 8. SUBTOTAL CASH PAYMENTS .................................... Add ~,s S * Z 9. Accrued Expenses (Unpaid Bills) ............................... ScheduteF. Lkte3 10. Nonmonetary Adjustment .......................................... Sch~o~/eC. L~e3 11. TOTAL EXPENDITURES MADE ................................ ,~ Lines a + 9 · ~o Current Cash Statement 12. Beginning Cash Balance ........................ P, eviousSummaqzPage, Line t6 13. Cash Receipts ................................................... Co~ur~n~ L~ne3above 14. Miscellaneous Increases to Cash ........................... Schedule I, Line 4 15. Cash Payments .................................................. C~u~. LineSat~ove 16. ENDING CASH BALANCE .......... .~dd Unes ~2 + 13 + ~4, th~ subtract Line /5 ff this is a tamtination statement, line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... ScheduleD, Part2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ Seei~n~c~ons onre~srse $ 19. Outstanding Debts ......................... AddL~2+Uneg~Cok~mnBabove $ Column A Column B s s To calculate Column B, add amounts in Column A to the corresponding amounts from Column B ol your last tepod. Some am~JntS in Column A may be negative ~gures that should be subtracted from previous period amounts. If this is · e I~mt repod being ~ed lot this calendar year. Only can¥ over the a/Tx34J~ta from Lines 2. 7. and 9 (if any). I.D. NUMDER Calendar Year Summary for Candidates Running in Soth the State Primary and General Elections I/1 through ~ 7/I to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* Date of Election Total ~o Date (m,rVdd~/y) / / / / $ /.--/.__ $ --J L__ $ __l / $ __/ / $ 'Since January 1,200t. Amounts in this section may be different from amounts repotted in Column B. FPPC Form 460 (JuneJO1) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule A ~ or print in ink. AmD SCHEDUU Mone[ary ~;on~rlOUtlOnS Heceivecl ..... :~'"~l~;l"e~d"o~l.rr~U,nde° Statement covers period I - ~ FU~ N~E, STRE~ AOORESS AND ZIP CODE OF CONTRIB~OR CONTRIB~OR IF AN INDIVIOUAL, ENTER ~ CUMU~VE TO DATE PER ELECTION RECEIVED eF~E[~O EN~R LD. ~R) COOE. ~CUPATION AND EMPLOYER RECEDED THIS CALENOAR Y~R TO DATE (~ ~-E~O~D, ENTER ~ PERIOD (JAN. 1 - DEC. 31 ) (IF RE~REO) ~IND ~COM ~OTH ~ PTY Dscc ~N~ ~COM DOTH ~ PTY ~scc D~NO ~o~ ~P~ Dscc ~IND ~OTH ~P~ DSCC D[NO ~M DOTH ~PW DSCC Schedule A Summary 1. Amount received this period - contributions of $100 or more. (Include all Schedule A subtotals.) ........................................................................................................ $ 2. Amount received this period - unitemized contributions of less than $100 ............................................. $ 3. Total monetary contributions received this period. (Add Lines I and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $. 'Contributor Codes IND - COM - Re~oient Committee (olher haan PrY ~ SCC) OTH - Other PTY - P~tical Party SCC - Small Conlributo~ Committee FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule B - Part 1 Loans Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print In ink, Amounts may be rounded to whole dollars. from O/ Page SCHEDULE e - PART 1 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER 'i'l--J IND [] COM [] OTH [] PTY [] SCC tD~o Dcc~ DOTH ID PrY DSCC t[] ~NO D COM DOTH i'-I PT'/ [] SCC IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING BALANCE BEGINNING THIS PERIOD $ $ $ $ , AMOUNT RECEIVED THt PER~OD (c) OR FORGIVEN THIS PERIOD ° SUBTOTALS $ $ $ BALANCE AT CLOSE OF THIS PERIOD $ DATE DUE (e) INTEREST PAID THIS PERIOD LD. NUMBER (t) ORIGINAL AMOUNTOF LOAN DATEINCURRED DATE INCU,~,RE D (g) CUMULATIVE CONTRIBUTIONS TO DATE Schedule B Summary 1. Loans received this period ................................................................... $ ~ {Total Column (b) plus unitemized loans less than $100.) 2. Loans paid or forgiven this pedod ......................................................................................................... $ ~ {Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.) ............................................................... NET $ ~ Enter the net here and on the Summary Page, Column A, Line 2. It C~,b{butor Codes · IND- ledividua~ COM - Recipienl Committee (other than PTY or SCC) OTH - Other PTY - Political Party SCC - Small Contributor Committee 'Amounts forgk'en or paid another party also rr~st be repotted on Schedule A. "If required. FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule B- Part 2 Typ~ ~rint in ink. SCHEDULE B-PA Loan Guarantors Amounts may be rounded Statement covers period ~EE INSTRUCTIONS ON REVERSE through /2 ',~,'~/--0 f I Psgs ~ N~E. STRE~ADDRESS AND tF AN INDIVIDUAL, ENTER Dcou ~ OTH O~T~ P~R ECECnON ~ PTY (~F aEOU~EO} ~scc ~ IND ~N~e C~D*R ~ ~O~ ~E~C~ Dscc ~IND ~R ~ O~ PEa E~EC~ Dscc ~IND LEN~R C~D~ ~ OTH ~ ~R E~C~ ~ p~ I~ ~o~ ~s~ SUBTOTAL FPPC Form 460 (dunea)l) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule C Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. 0ATE RECEIVED FULL NAME. STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR CODE * DIND i--ICOM E]OTH I-1PTY Osco I--JlND I-lOTH RPTY DINO Oco~ DoTH E'IPTY OSCC DIND i--lCO~ i-lOTH i-I PTY [~SCC IF AN INDIVIDUAL. ENTER OCCUPATION AND EMPLOYER Attach additional information on appropriately labeled continuation sheets. DESCRIPTION OF GOODS OR SERVICES AMOUNT/ FAIR MARKET VALUE CUMULATIVE TO DATE CALENDAR YEAR {JAN 1 - DEC 31) SUBTOTALS PER ELECTION TO DATE (IF REQUIRED) Schedule C Summary 1. Amount received this period - nonmonetary contributions of $100 or more. (Include all Schedule C subtotals.) ................................................................................................... 2. Amount received this period - unitemized nonmonetary contributions of less than $100 .................................... 3. Tolal nonmonetary contributions received this period. (Add Lines I and 2. Enter here and or} the Summary Page, Column A, Lines 4 and 10.) ...................... TOTAL 'Contdbutof Codes IND - lndividua~ COM - Recipient Committee (olher ~ PTY of SCC) OTH - Other PTY - Poetical Pad'/ FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule D Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in Ink. Amounts may be rounded to whole dollars. Statement covers period ,,om 7-01 / through/ '=J/- O / Page ~ of~'~ DATE I.D. NUMBER NAME OF CANDIDATE. OFFICE, AND DISTRICT, OR MEASURE NUMBER OR LETTER AND JURISDICTION. OR COMMITTEE [] Suppod [] Oppose [] Suppod [] Oppose [] Suppo~ [] Oppose 'I~PE OF PAYMENT [] Monetary ContdbutJon [] Nonmonetary Cont;ibution [] Independent Expenditure [] Monetary COntribution [] Nonmonetary Cont~ibulkm [] Independent Expenditure [] Monetas¥ Contribution [] Nonmonetary Contribution [] Independent Expenditure DESCRIPTION (IF REQUIRED) SUBTOTAL $ AMOUNT THIS PERIOD CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF REQUIRED) Schedule D Summary 1. Contributions and independent expenditures made this period of $100 or more. (Include all Schedule O subtotals.) .............................................. $ 2. Unitemized contributions and independent expenditures made this period of under $100 .................................................. $ 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.) .............. TOTALS FPPC Form 460 (June/01) FPPC Toll-Free Helplirte: 866/ASK-FPPC Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7-o/-o / Page ~ of ~ I.O. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. DVP campaign paraphernalia/misc. ~ membercommuaications PAD radio airtime and production costs CNS campaign consultants c'rB contribution (explain nonmonetary)' CVC civic donations F1L candidate §ling~ailot fees FNO fundraising events N) independent expenditure supporting/opposing others (explain)' LEG legal defense MTG meelings and appearances DFC office expenses PET petition circulating phone banks POL polling and survey research POS postage, delivery and messenger services PRO professional services (legal, accounting) returned contributions SAL campaign workers' salaries t.v. or cable airiime and production costs candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VDT voter registration UT campaign literature and mailings PR1' print ads WEB intormalion technology costs (Jntemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMM~T'rEE. ALSOEN~'ERi. O NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAiD one or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ Schedule E Summary 1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) ........ 2. Unitemized payments made this pedod of under $100 3. Total interest paid this pedod on loans. (Enter amount from Schedule B, Part 1, Column (e).) ............ . ............... $ 4. Total payments made this pedod. (Add Lines 1,2, and 3. Enter here and on the Summary Page. Column A, Line 6.) ............................. TOTAL $ FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 8$61ASK-FPPC Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON REVERSE NAME OF FILER CODES: If one of the following codes accurately describes the Ov'P campaign paraphematiaJmisc, k/E~R CNS campaign consultants MTG CT~ contribution (explain nonmonetary)' DFC CVC civic donations PET F]L Candidate flting/ballot fees PHO F'ND fundraising events POi. ~ independent expenditure supporting/opposing others (explain)' POS LEG legal defense PRO Type or print In ink. Amounts may be rounded to whole dollars. ~:..-;.,~..~t cover, period ror. ! through f-O / payment, you may enter the code. Otherwise, describe the payment. member communications meetings and appearances office expenses petition circulating phone banks polling and survey research postage, delivery and messenger services professional services (legal. accounting) SCHEDULE F Page //~ of ~3 I.D. NUMBER PAD radio airtime and production costs IACD relumed contributions SAL campaign workers' salaries TEL t.v. or cable airtime and production costs 'IRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between commitlees of the same candidate/sponsor VDT voter registration UT campaign literature and mailings ~ pdnt ads WEB information technol, NAME AND ADDRESS OF CREDITOR CODE OR (a) (bi (c) (d) OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING (IF c~ ~EE' A~O ~NTER I 0 NUMOE RI DESCRIPTION OF PAYMENT BA~NCE BEGINNING THIS PERIOD THIS PERIOD BA~NCE AT CLOSE Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (bi subtotals for accrued expenses o! $100 or more, plus total unitemized accrued expenses under $100.) ............................................ INCURRED TOTALS $ 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 $ 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 $ FPPC Form 460 (June/01) FPPC Toll-Free Heipline: 866/ASK-FPPC Schedule G Payments Made by an Agent or Independent Contractor (on Behalf of This Committee) Type or print in ink. Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON R E"VERSE NAME OF FILER NAME OF AGENT OR INDEPENDENT CONTRACTOR I.D. NUMEER CODES: If one of the following codes accurately describes the payment, you may enter the code. OtheP, vise, describe the payment. Ov~ campaign paraphernalia/misc. MBR membercommunicat[ons RAO radio airtime and produclfon costs CNS campaign consulfants CTB contribution (explain nonmonsta~y)' CVC civic donations Ri. candidate filingA)ailof fees F'NO fundraiaing events I~) independent expenditure supporting/opposing others (explain)' LEG legal defense LIT campaign literature and mailings MTG meetings and appearances DFC office expenses PET petition circulaling PHO phone banks PO{. polling and survey research POS postage, deliver/ and messenger services PRO professional services (legal. accounting) PRT print ads ayments that are contr~bubons or independent expenditures must also be summarized on Schedule D. RF[:) returned contdbutions SAL campaign workers' salaries f.v. or cable airtime and production costs TRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer belween committees of the same candidale/sponsor VDT voter registralion information technology costs (interneI. e-mail) NAME AND ADDRESS OF PAYEE OR CREDITOR (~F CO~TTEE. ~M. SO IENT~R S O ~R} CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Attach additionalinfnn'n;tinn nn ~,,.,,,,,,..~=t=h, t,~h~l=,.~ ~,~*: ..... :-- -~. .... )uation sheets. TOTAL* · Do rmt .',~,-,.~;~r to any other schedule or to the Surest7 Page, Th~ tota/may not equal the amount paid to the agent or ~ndependent contractor as repotled o~ Schedule E. FPPC Form 460 (June/01) FPPC TotI-Free Helpline: 866/ASK-FPPC Schedule H Loans Made to Others* SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. through/~'--~/--0 / SCHEDULE H P.geo, *Loans that are contributions to another candidate or committee must also be summarized on Schedule D. Loans forgiven must also be reported on Schedule E. OUTSTANDING BALANCE BEGINNING THIS PERIOD (bi AMOUNT LOANED THIS PERIOD (¢) REPAYMENT OR FORGIVENESS THIS PERIO0' BALANCE AT CLOSE OF THIS PERIOD {~) INTEREST RECEIVED I.D. NUMBER ORIGINAL AMOUNTOF LOAN (~ CUMULATIVE LOANS TO DATE SUBTOTALS CALENDAR YEAR $ Schedule H Summary 1. Loans made this period ......... $ (Total Column (b} plus unitemized loans less than $100.) ................................................................................ 2. Payments received on loans ................................................................................................. $ ('l'ota Co umn (c) plus un itemized payments less than $100.) 3. Net change this period. (Subtract Line 2 from Line 1.) ........................................................................................ NET $ (Enter the net here and on the Summary Page, Column A, Line 7.) *"if Required ] FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866JASK-FPPC Schedule I Miscellaneous Increases to Cash Type or print In Ink. Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER through SCHEDULEI .,g. o,/5 I.D. NUMBER CATE RECEIVED DESCRIPTION OF RECEIPT AMOUNT OF INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule I Summary 1. Increases to cash of $100 or more this period ........................................................................................................... $ ~ 2. Unitemized increases to cash 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 period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Line 14.) ........................................................................................................................... TOTAL $ FPPC Form 450 (June/01) FPPC Toll-Free Helpline: 866/ASKoFPPC Febnmry 6, 2002 02 FEB Attention: Clerk, City of Bakersfield Pam McCarthy Dear Ms. McCarthy, As per our telephone conversation of Thursday, January 31, 2002, I was unable to file my semi-annuai campaign report. Maria Annear, my Treasurer, was not available for signing. She became available last night and reviewed the reports. I am, therefore, submitting them at the earliest possible date. I would respectfully request waiving of the penalty fee. consideration. Thank you for your