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HomeMy WebLinkAboutDICKERSON SEMIANN19(2)t `,w,gecipient Committee Date Stamp, Campaign Statement Cover Pae a ICi 9 TY OF � 5AKERvF_ Statemen cov rs period Date of election if applic Paye 4 p (Month, Day, Year) �� A' q 2020 For from J I I ] J+ 19 SEE INSTRUCTIONS ON REVERSE s ` � -Y F�'LERIC�S OFFICE through COVER PAGE of Use Only 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. 2. Type of Statement: Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement O State Candidate Election Committee Committee Semi-annual Statement ❑ Special Odd -Year Report O Recall O Controlled ❑ Termination Statement (Also complete Part 5) O Sponsored (Also file a Form 410 Termination) (Also Complete Pert 6) ❑ General Purpose Committee ❑ Amendment (Explain below) O Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee O Political Party/Central Committee (Also complete Part 7) 3. Committee Information IIS CO ,� E�jM�E OR CANDIDAEAME FNO COMfv11TTE V C(q�]�_ 1 STREETADDRESS (NO P.O, BOX) ZIP CODE AREA CODE/PHONE MTIILtivQD���SSi(FeDVFIFeFWNJ,) 40 AND STREET OR P.O. BOX ZIP CODE AREACODE/PHONE OPTIONAL: FAX/ E-MAIL ADDRESS 4. Verification I have used all reasonable dill ence in p eparing and reviewing this statement and to the best of my ZF certify'under penalty of per)ur under t e laws of the State of California that the foregoing is true an Executed on By a Executed on By Dale signature of can Treasurer(s) . NAME OF TREASURER � � �I �n MAILINGA2� ZIP CODE AREACODEIPHONE NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX I E-MAILADDRESS the inf,6rmati6n,Iconfalned herein -and in the attached schedules is true and complete. I or Executed on Date By Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Signature of Controlling Officeholder, Candidate, State Measure Proponent . Dale FPPC Form'460 (Jan/2016) FPPC Advice: adviceCmfppc.ca.gov (866/275-3772) Instructions for Recipient Committee Campaign Statement — Cover Page Period Covered by a Statement: The "period covered" by a campaign statemdnt begins the day after the closing date of the last campaign statement filed. For example, if the closing date of the last statement was September 30, the beginning date of the next statement will be October 1. If,this is the committee's first campaign statement, begin with January 1 of the current calendar year. The closing date of the statement depends on the type of statement you are filing. Date of Election: If you are filing this statement as a preelection statement in connection with an election, enter the date of the election: Type of Recipient Committee: Check one box to indicate the type of committee filing the statement. General descriptions are provided on the cover sheet to this form, or contact your filing officer or the FPPC for assistance. Following are some additional guidelines: Controlled Committee • A controlled committee is one that is controlled by a candidate, officeholder or, in the case of a state ballot measure committee, by the proponent of the measure. A committee is "controlled" if the candidate, officeholder, or proponent, his or her agent, or any other committee he' or she controls, has a significant influence on the actions or decisions of the committee. Sponsored Committees • A sponsored committee is one that has a sponsor—a business entity, organization, union, or other entity—that meets certain criteria. Sponsored ballot measure committees and general purpose committees must include the name of the sponsor in the name of the committee. Small Contributor Committees • This term is significant only if the committee makes contributions to candidates running for elective state office. Type of Statement: Check the appropriate box(es) to indicate the type of statement you are filing (or amending). Amendments: If you are filing an amendment to a previously filed statement, give a brief explanation of the amendment and list the schedules being amended. Include an amended summary page, if applicable. Be sure to enter the period covered of the statement you are amending. Termination: A committee must continue filing campaign statements each year until it is eligible to terminate and files a Form 410 Termination. Most officeholders must'continue filing campaign statements until they have terminated all controlled committees and have left office. Committee I.D. Number: If the committee has nof,yet received an identification number from the Secretary of State! enter "Not Yet Received." File Form 410 to obtain an I.D. Number. Verification: The statement must be signed by the committee treasurer or the assistant treasurer named on the committee's Statement of Organization (Form 410). An officeholder, candidate, or state measure proponent who controls the committee must also sign the statement. If two or three officeholders, candidates, or proponents control the committee, each must sign the statement. If more than three control the committee, one may sign on behalf of the others. Under certain circumstances, the responsible officer of a sponsoring organization must sign the statement. Additional Important Information: Refer to the FPPC Campaign Disclosure Manual for your type of committee for information about: • When, where, and what type of statements the committee is required to file. • Closing date of campaign statements. • Sponsored committee criteria. • Termination criteria. • Recordkeeping requirements and prohibitions. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov COVER PAGE - PART 2 Recipient CommitteeCALIFORNIA Campaign Statement"FORM 460 C"over Page — Part ,2 Page of 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHO DER OR CANDIDATE 1 NAME OF BALLOT MEASURE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO, OR LETTER JURISDICTION, ❑ SUPPORT ❑ OPPOSE RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. Related Committees Not Included in this Statement: List 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 I.D. NUMBER v. NAME OF TREASURER I CONTROLLED COMMITTEE? . ❑ YES ❑ NO COMMITTEE ADDRESS' STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD 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. COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary NAME OF OFFICEHOLDER OR CA DIDATE OFFICE SOUGHT OR HELD P PORT EOPPOSE O ❑OPPOSEOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD El SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD (+] SUPPORT ❑ OPPOSE FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Instructions for Recipient Committee Campaign Statement — Cover Page Officeholder or Candidate Controlled r Ballot Measure Committee: Committee: Part 6 of the Form 460 Cover Page must be Candidates must have a separate bank account completed by committees that are primarily and committee to run for different elective offices: formed to support or oppose the qualification or A candidate who is required to file campaign passage of a single ball',ot measure or two or more statements in connection with more than one measures being voted on in the same city, county, elective office but is only receiving contributions multicounty, or state election. A "general purpose" and making expenditures for one of the offices, ballot measure committee (one that supports may include both offices on ,one Form 460. In Part or opposes a variety of state and/or local ballot 5 of the cover page, enter the candidate's name measures) is not required to complete Part 6. and under "Office Sought or Held," identify each office, and state whether the candidate is seeking or holding the office. The Form 460 must be filed with the appropriate filing officer(s) for each office. For example, a city councilmember is raising funds to run for the county board of supervisors. She . has no committee,and is not raising or spending funds in connection with the city office, and has formed a controlled committee for the county office To comply with the requirements to file campaign statements for both her,city office and her county candidacy, she may complete one Form 460 each campaign reporting period, which she will file with the city clerk and the county elections department. In Part 5 of the Form 460 Cover Page, under "Office Sought or Held," she will state that she is holding the office of city councilmember (including the name of the city) and that she is seeking a seat on the board of supervisors (including the name of the county). • FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov ' Campaign Disclosure Statement Summary Page GFF INSTRI Ir..TinNS ON REVERSE NAME OF FILER FRl Contributions Received Oti 1. Monetary Contributions................................................... Schedule A, Line 3 2. Loans Received.........................................:...................... Schedule e, Line 3 3, SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 5. TOTAL. CONTRIBUTIONS RECEIVED....................................Add Lines 3+4 Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 7.. Loans Made................................................................I...... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS .......................................... Add Lines 6+7 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F Line 3 10. Nonmonetary Adjustment......................................................... Schedule C, Line 3 11. TOTAL EXPENDITURES MADE........................................Add Lines 6+9+10 Amounts may be rounded to whole dollars. 15 Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) $ 3 �5� SUMMARY PAGE Statement c vi from ) through -� I H Page of I.D. NU BER Column B Calendar Year Summary for Candidates CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and ©,-7T � General Elections $ 111 through 6130 711 to Date $ d $ —1 �—— $. $ Current Cash Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 13. Cash Receipts ............... :........................................... Column A, Line 3 above 14 Miscellaneous Increases to Cash ........:.......................... Schedule 1, Line 4 � 15. Cash Payments......................................................... column A, Line 8 above 4 6 7 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts , 18. Cash Equivalents ................................................ .See instructions on reverse 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above ' $ 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 carry over the amounts from Lines 2, 7, and 9 (if any). 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made" (if Subject to Voluntary Expenditure Limit) Date of Election Total to Date _ (mm/dd/yy) $ "Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Instructions for. 'Summary Page` Campaign Disclosure Statement The Summary Page provides an overview of the committee's financial activities and is completed for each filing. " Column A reflects activities during the current reporting period as reported on Schedules A through H. It is not necessary to attach a blank schedule if there has been no reportable activity during the period, but it is necessary to enter a zero or'the word "none" on the appropriate line in Column A of the Summary Page. Column B figures should reflect the cumulative total since January 1 of the current calendar. year.* Add the total s.from Column B. of the committee's last campaign statement (if any) to the corresponding amounts in Column A. If this is the first report being filed for a calendar year, only carry forward the amounts reported on Lines 2, 7, and 9 of Column B (if any) from the committee's last statement. (Note: The amounts reported on Lines 2, 7, and. 9 of, Column B, should be the same as the total outstanding amounts disclosed in column (d) of Schedules B, F, and H, respectively, of the current report.) - When loans (Schedules B and H) and accrued. expenses (Schedule F) are paid, the figures to, be carried from the.schedules to Lines 2, 7, and 9 of Column A may be negative numbers. In this case, be sure to show them as negative figures on the Summary Page (e.g., with a minus sign (=) or in parentheses), and subtract them when totaling Columns A and B. *There are exceptions to the calendar year "cumulation period" for candidate elections and ballot measure elections held in January and early February, and for ballot measure qualification activities. Consult the FPPC Campaign Disclosure Manual for your type of committee for additional information. Current Cash Statement: Lines 12-16 of the Summary Page should accurately reflect your current cash position. Beginning and ending cash balances should include the total amount of funds in your campaign checking and savings accounts, plus any . investments that can be readily converted to cash, such as -certificates of deposit, money market accounts, stocks and bonds, etc. (Officeholders and candidates are subject to bank account restrictions, and all committees should read the FPPC Campaign Disclosure Manual regarding appropriate uses of campaign funds.) Line. 12 (Beginning Cash Balance) must be the same as the ending cash balance reported on Line 16 of your previous statement's Summary Page. If this -is your first campaign statement, enter zero on Line 12. Line 16 (Ending Cash Balance) is the total of Lines 12, 13, and 14, minus.Line 15. If you are filing a termination statement, Line 16 must be zero. Cash Equivalents: "Cash equivalents" include investments that cannot be readily converted to cash, as well as the balance due on all outstanding loans the committee has made to others (from Line 7 of Column B of the Summary Page). Investments that can be readily converted to cash, such as certificates of deposit or money market funds, should be included in the cash on hand figures on Lines 12 and 16 of the Summary Page. Summary for Primary and General Elections (Lines 20 and 21): This section is only for committees that are: • Controlled by a candidate who is being voted on in both the state primary and general elections (does not apply to controlled ballot measure committees); or • Primarily formed to support or oppose candidates being voted on in both the state primary and general elections. Complete this summary on the preelection and semi-annual statements for the general election, covering periods during the last six months of the year (July 1 — December 31). Expenditure Ceiling Summary for State Candidates (Line 22): Candidates for elective state office who have accepted the voluntary expenditure ceiling for a particular election must disclose the total amount of expenditures made through the.end of the reporting period that are subject to the expenditure'ceiling for the election. Report the date of the election and total amount expended for. that election. Report totals for the primary and general elections separately. This information is'no longer required if the expenditure ceiling has been lifted. (See FPPC Campaign Disclosure Manual 1.) FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov _j A Amounts may be rounded SCHEDULE A to whole dollars. Monetary Contributions Received Statemen co ers period CALIFORNIA® I _• 1 from• li ^ �jthrough Page of SEE INSTRUCTIONS ON REVERSE NAN�OF FILER I.D. NUMBER evv FAN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR DATE OCCUPATION AND. EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF-EMPLOYED,ER NAME PERIOD (JAN. 1 -DEC. 31) ( ) RECEIVED (IF COMMITTEE. ALSO ENTER I.D. NUMBER) CODE * IF REQUIRED BUSINESS) �(� El Com %, 11 ❑ COM � 0OTH [:1 PTY \ I }�o�} . 0 S9 -� IJ'l"ND El com El C coo. PTH ❑scC IND El COM' [I OTH ❑ PTY y v J �JkvA S! 1L ❑SCC / ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ [ .o Schedule A Summary 1. Amount received this period - itemized monetary contributions.r-'° (Include all Schedule A subtotals.) ................................................. 2. Amount received this period - unitemized monetary contributions of less than $.100 ...........................$ 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line I.) ................ TOTAL $ 7- 11-7? *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.ca-gov (866/275-3772) www.fppc.ca.gov Instructions for ScheduleA,..,. Monetary, Contributions Received Report monetary contributions (except loans) received during the reporting period on Schedule A. Also report on Schedule A if a contributor forgives a loan for your committee or a third party pays a loan for your committee: Loans received during the period are reported on Schedule B. Certain transfers between a state candidate's controlled committees are also disclosed on Schedule A. (See FPPC Campaign Disclosure Manual 1.) If a total of $100 or more is received from a single contributor during a calendar year, report the name, street address, city, state and zip code of the contributor, the amount contributed this period, and the- cumulative amount received from the contributor since January 1 of the current calendar ,year.* Include monetary and nonmonetary contributions and loans when reporting the cumulative amount. _Contributions totaling less than $100 received from a single contributor during a calendar year are reported as a lump sum on Line 2 of the Schedule A Summary. *There are exceptions to the calendar year "cumulation period" for candidate elections and ballot measure elections held in January and early February, and for ballot measure qualification activities. (See the FPPC Campaign Disclosure Manuals for candidates and ballot measure committees) Date Received: A monetary contribution has been received when the candidate or committee, or an agent of the candidate or committee, receives or obtains control of the check or other negotiable instrument. There are special rules.for reporting the date contributions are received by a committee that collects contributions, through employee payroll deductions or membership dues and contributions received electronically (e.g., credit card, text). Contributor Codes: For each itemized contributor, check the applicable contributor code: IND — contributions from any individual's personal funds. COM — contributions from other committees that receive contributions. These committees will have an identification number assigned by the Secretary of State. Examples: political action committees, other candidates' committees. (State committees should .use PTY or.SCC when appropriate.) OTH — business entities and other contributors. PTY — contributions from political parties (including state and county central committees). SCC — contributions from small contributor committees (applicable only to state candidates and committees). Contributions from Individuals: When itemizing a contribution from an individual, also disclose the contributor's occupation and the name of his or her employer. If the contributor is self-employed, provide the name of his dr her business. If the contributor is not employed, enter "none." It is not necessary to enter occupation and employer information for other types of contributors (such as business entities). Missing Contributor Information: A contribution of $100 or more must be returned to the contributor .within 60 days if the recipient does not obtain the contributor's address, occupation and employer. Contributions from Committees: When itemizing a contribution from another, recipient committee, -disclose the identification number assigned to that committee by the Secretary of State in addition to its name and address. If no ID number has been -assigned, provide the name and address of that committee's treasurer. Intermediaries: If you receive a contribution through an intermediary (i.e., you have received a contribution check from a person other than the true source of the funds), disclose all of the required information for both the intermediary and the actual contributor. Per Election to. Date: t Candidates subject to state contribution limits (or if required by local, ordinance) must disclose the cumulative amount received from each contributor during the -limitation cycle in addition to the calendar year cumulative amount. (Candidates for elective state office should refer to FPPC Campaign Disclosure Manual 1.) Additional Important Information: Refer to the FPPC Campaign Disclosure Manual for your type of committee for important information about aggregating monetary and nonmonetary . contributions, recordkeeping, prohibitions on cash contributions, returning contributions, and more.. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE B - PART 1 Schedule B — Part 1 to whole dol Statement covers eriod • I ' Loans Received ' • V • fromWSJ SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER r—o pe__� ry 8ak cc:�5 �N_A V\-4 I.D. NUMBER FULL NAME, STREET ADDRESS AND ZIP CODE IFAN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING BALANCE AMOUNT (c) AMOUNT PAID OUTSTANDING BALANCE AT e INTEREST ORIGINAL B CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) BEGINNING THIS PERIOD RECEIVED THIS PERIOD OR FORGIVEN THIS PERIOD * CLOSE OF THIS PERIOD PAID THIS PERIOD AMOUNT OF LOAN CONTRIBUTIONS TO DATE C— Ad AY—!� G� ❑ PAID CALENDAR YEAR $�- $ _27-1. $ PER ELECTION`* 13ATE I D ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION" RATE t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN ,PER ELECTION.. RATE t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ $ DATE DUE DATE INCURRED SUBTOTALS $$ 4 c( 6—$ Z'�'�3 $ Schedule B Summary 1. Loans received this period.......................................................................... (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period............................................................... (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.) ............................. Enter the net here and on the Summary Page, Column A, Line 2. *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. .........................$ ....................................... 1/oV ............................... NET $ <-.4con (Maybe a negative number) ktncer ted an Schedule E, Line 3) tContributor Codes ",IND - Individual 60M = Recipient Committee (other than' PTY or SCC) 0TH - Other (e.g:, business entity) PTY - Political Party SCC - Small Contributor Committee FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A.(Continuation Sheet) Amounts may be rounded SCHEDULEA (CONT.) Monetary Contributions Received to whole dollars. Statement covers periodCALIFORNIA , 01 • • from FORM, through Page of NAME OF FILER I.D. NUMBER DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE,ALSO ENTER I.D, NUMBER) CODE * (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM e . ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ '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.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDLILE.E Schedule E Amounts may be rounded statement oves periodCALIFORNIA Payments Made b I to whole dollars, 1 FORM- m from through` / Page + of SEE INSTRUCTIONS ON REVERSE I.D. NUMBER ., NAME OF FILER � �j ^ VM 1 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. MBR 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 PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FIND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND 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 (Internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE. ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID LO * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 14)D6— , Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ 4 1 2. Unitemized payments made this period of under $100.......................................................................................................................................... $ 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)...........................................................::................ $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.): .......................... TOTAL $s FPPC Form 460 (Jan/2016) FPPC Advice: advice@fpoc.ca.gov (866/275-3772) www.fppc.ca.gov Instructions for Schedule E Payments Made Report payments on Schedule E (other than loans) For each payment of $100 or more made during the period, report the name and street address, city, state, and zip code of the payee or creditor, and the amount paid during the period. Payments of less than $100 during the period are reported as a lump sum on Line 2 of the Schedule E Summary. However, if two or more payments under $100 were made for a single product or service and the total paid during the period was $100 or more, itemize the total amount paid during the period. Report payments made on accrued expenses. Also report the required information on Schedule F. Code or Description of Payment If one of the codes listed on Schedule E fully describes the payment, enter the code. A full description of each code is provided on the back of the Schedule E -Continuation Sheet. If none of the codes fully explains the payment, leave the "Code" column blank and enter a brief description of the goods or services purchased in the "Description of Payment" column. Credit Card Payments: Disclose the name, address, and amount paid to the credit card company during the period. Also disclose the name, address, amount paid, and code or description of payment for each vendor paid $100 or'more. You may disclose the vendor payments on Schedule E or Schedule G. Payments by Agents and Independent Contractors: When an agent or independent contractor (e.g., campaign worker, advertising agency, campaign management firm) makes payments on your behalf ("subvendor payments"), disclose the name, address, amount paid, and code or description of payment for each vendor paid $500 or more. Disclose payments to the agent or independent contractor on Schedule E. You- may disclose the subvendor payments on Schedule E or Schedule G. Loans: Report interest paid on loans received on Line 3 of the Schedule E Summary (from Schedule B, Part 1, Column (e)). Report payments made on loans received on Schedule B and loans made to others on Schedule H. Do not report on Schedule E. Savings Accounts/Certificates of Deposit/Money Market Accounts: Do not report transfers of campaign funds into savings accounts, certificates of deposit, money market accounts, or the purchase of any other asset that can readily be converted to cash on Schedule E. Continue reporting these amounts as part of your cash on hand on the Summary Page. Candidates: • Candidates must briefly describe the political, legislative, or governmental purpose of an itemized expenditure for gifts, meals, and travel payments. FPPC Regulation 18421.7'sets out the requirements. Candidate controlled ballot measure committee funds may only be used to make payments related to a state or local measure or potential measure (including qualification activities) anticipated by the committee. See FPPC regulation 18521.5. Ballot Measure Committees A ballot measure committee that makes a payment to any business entity (1) which is owned 50 percent or more by any of the individuals listed below, or (2) in which any of the individuals listed below is an officer, partner, consultant or employee, must report that individual's name, relationship to the committee, and a description of the ownership interest or position with the business entity. Individuals covered by (1) and (2) above include: -- A candidate or person controlling the committee; or -- An officer or employee of the committee; or -- The spouse of any of the above. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov