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HomeMy WebLinkAboutFREEMAN SEMIANN21Cover Page SEE INSTRUCTIONS ON REVERSE -Statement covers riod from through i Type of Recipient € m All Committees ® Complete Parts 9, 2, 3. ard 4. holder, Candidate Controlled Committee 0 Primarily Formed Ballot Measure 121"g,State Candidate El Lion Committee Committee Recall Controlled j'AhuC bwP&t5) Spot red ,AW CeP 6 E] HarmPurpose Committee Sport m, red Primarily Formed Candidate/ Stall Contributor Committee Officeholder Commiftee 9 Political Party/Central Committee -Abo Cwwkb Fad h . Commiffee Info ions 1 1D, NU '- C � c-g;If Date of election if applicable: 'Meath, Day. `ear) 2 FEB -7 AM 1I : 59 Pam f Fm Official Use Only 1 ' 1 LER ® Type of Statement: El Feelection statement '�to ���.l Statement R-semi-annual St tement Sp-C-i- bdd=Year Rep rt Li_ .ii ation Statement ;AI file Form 410 Termination j El Amendment (Explain low) Treasurer(s) AiLI�a��: T BEET A CRESS ( O P.O. C CITE STA T E ZIP CODE AREA C-0 HONE °t- P . CITY STATE a, ASSISTANT TREASURER, IF AN ��' 9vG AJ�� SSMIAi!€NC ADDRESS (IF DREf,�C AREA COC�r'PI'lONE CPTIC'�Al.: FAX 1 �-AI�A�RESS 4. Verification CITY STATE ZIP CODE AREA CODEIPHONE �PTIOsdAL: FAQ f E-IAI� AI��RESS i have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information ntahied herein and in the aftached schedulesistrue and complete. i certify € nd r penalty of Dedury under the lays of the State of Callfbmia that the lbregoing is true and correct., p Executed on By 7 Executed on ByIlate 9".. Executed or, By SagnreaP. � , ^Ner: nd=: Executed on By F s ; ads s 7377 www.fopr-ca.gov COVER PAGE n PA` 6 Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER CANDIDATE I EFICE SOUGHT OR FIELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) L V' 1 a Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER I JURISDICTION Identity the controlling officeholder, candidate, or stag measure proponent, if any. Related Committees Not Included in this Statement: List any commiffees not Included In this statement that are conftliedyou or are pi-niarilior forned to receive OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expendftwes on behaff of o r candid3cy. CITY STATE ZIP CODE AREA CODE/PHONE NAME OF TREASURER cI ; f STATE ZIP CODE AREA CODEIPHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT FEEL SUPPO T OPPOSE N E FFI EHOLDE CANDIDATE OFFICE SOUGHT O HELD SUPP T OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE Affach contfnuadon sheets 1 necessary ( _FPPC Advice: .o SEE INSTRUCTIONS ON REVERSE 1, Monetary Contributions ....... ScheduleA.Ldne3 . Loans Received ................................................................ ScheMe,Li2 . SUB TOTAL CASH CONTRIBUTIONS.....,,.,. ....... Li ! +2 . I ne" Coal'i tltions-........................................ , Linea . TOTAL CONTRIBUTIONS ...... Add Unes3+ . Payments Made. ... ...................................................... sclIedule E, Line 4 7. Loans Made..,,,.,. ..... ...... SchecPtb hl,LiM3 . SUBTOTAL CASH PAYMENT ......................... ............. unes 6 + 7 . Accrued Expenses (Unpaid Bills) ....... .......................... ....... ..sc bF, Linea 19. N I r dj tr t...__.................................................. Sc. c, Line 3 11. TOTAL EXPENDITURES MADE....................................Add Lines 8 + 9 + 90 12. Beginning Cash Balance ............................ ProvArlus Summary Pap, Line 16 13. Cash Receipts ........................................................... ColumnA. Line 3 above 1, Miscellaneous Increases to Cash .................................. c r t, Lhw 15. Cash Payments ....___ ............................................. coklinn , Line Sallow ' . ENDING CASH BALANCE ............ ...._ 12 13 + IA then subtract Lie 15 1f Mis is a to ¢ i a on statement, Lire 16 must be zero. 17. LOAM GUARANTEES RECEIVED ................................ Schedule B, Part Cash Equivalents and Outstanding Debts 1, Cash Equivalents ................................................ see instrwttlps on revem 19. Outstanding Debts,.....,. .... ..... AddL€r 2+L -0 n B above a 0 MME lam\ W"m\ \\\ through _ - of a I.I. NUMBER Column A Column TOTAL`s HISPgR= # CALENDAR YEAR (FRO AT-ACHEDSCHEDULES! TOTAL To DATE N $ J_ I 9 To I late Column B, add amounts In Column to the corresponding amounts frog Column of your last report. Some amounts in Column A may be negative f€ ur s that should be subtracted from previous period amounts, if this is the fffst re ' Ned for this calendar year, only carry over the amounts from Lines 2, 7, and :f any). Running in Both the State Primary and General Elections III through 7/1 to Data 20, Contributions Received 21, Expenditures Made Expenditure Urnit Summary for State Candidates s Cumulative Expenditures; de ffSubject W Wurftry ExpgnditureL6mit) Date of Election Total to Date 1 *Arriounts in this section may be different from amounts I reported in Column B. Schedule A Monetary Contributions Received Amounts e to whole dollars. from SEE INSTRUCTIONS ON REVERSE through Page of � NAME OF FILER LD, NUMBER FULL NAME, STREET ADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER � i�# T DATECONTRIBUTOROCCUPAT � C9VE T� � � �L � it is IONAND EMPLOYER E IVED THIS CALENDAR YE - TO DATE RECEIVED CODE (IF SELF -EMPLOY E, ENTER FAME � 'IF COMMITTEE, ALSO ENTER 1.0. NUMBER) OF BUSINESS) PERIOD (JA , 9 a DEC, 31) � [iF REQUIRED) 9IN co OTH PTV sce ID [ m 1 E] P Ty El SCC g;�q 1ND 1 m goy; q# 0OTH € 9 i �Y 33 _ sec BIND Cow OT PTY se -- 1 _.- �IND g € F-1 Slm OTH !II i PTY s Schedule A Summary . Amount received this period — itemized monetary contributions. Includeall Schedule A subtotals.) .... ................ .......... ....................................................................a..,.,. . Amount received this period — unitemized monetary contributions of less than ........................... Total mionetary contributionsreceived this nedod (Add Lines 1 and 2. Enter here and on the Summary Page, %Column A, Line 1....................... FPPC Ads 1966/275-3772) .v Arnounts may be rounded to whole dollars. HE ULEA (O T,) Im DATE FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR WAN INDIVIDUAL, ENTER AMOUNT Ids;; I,II� � AT I E TO DATE PER ELECTION CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED CALENDAR YEAR TO DATE RECEIVED CODE NF SEs F-E PLO-YED, EWER NAME) (IF COMMITTEE, ALSO ENTER I.D. NUMBER! OF BU=SINESS2 PERIOD (JW 1 - DEC. 311 OF REQUIRED) I Ii COO I OT PTY C. see El I N DM j 0 OTH 73 El sec ' IN om T ° PTY SCC CM El OTH PT V El SCC El Cm T 1 I PTY *Contributor Codes I - individual OM - Recipient Commi=tee (other than PTY or C) OTH ® Other (e. ,, business entity) PTY - Political & y SCC ® Small Contributor Committee FIRK . _ 1 .)) FPPC Advice: ads 7772) WW1ALfpPC-C8-g0v Instructions for All loans received or outstanding are reported o Schedule B. Loans include monetary loans and amounts drawn on lines of credit. Report loan guarantors on Schedule B — Part 2. "guarantor" is a third party that -signs, endorses, or provides security for a loan, or establishes or provides security for a lire of credit. A guarantor is also making a contribution. stag candidate guarantees a bars from commercial leading institution in connection with his or e§ election, both the lending institution and the candidate are required to be disclosed as the leader. For each loan of $100 or more that was received rwas outstanding during the reporting period, disclose the lender's name and address, Report the original source of all loans received. .g., for loan from a commercial lending institution for which candidate is personally liable, report the leading institution as the lender. Column ( — Enterthe outstanding loan balance t the beginning of this period (Column d of last report). if the loan was received this period, this column will be blank. Column b — Eater the amount received from the leader during this reporting period. If this loan was calved in a previous reporting period, leave blank. Column c ® Enter the amount of any reduction of the loan during this reporting period. Check whether the loan was paid or forgiven, When the leader forgives a loan or a third party rakes a payment on a loan, also report the lender or third party on Schedule A. Column (d) — Eater the outstanding balance of the loan at the close of this reporting period. Enter the due date, if any. Column e s Eater the interest rate and the amount of interest paid on the to n(s) d dng this reporting period. Interest paid is reported separately from payments made on the loan principal, Interest payments are also transferred to the Schedule Summary. Column a Enter the original amount of the loan and date received. If this is the first ti ee you are reporting the loan, this will be the same amount reported in Column (b. Column g, — Eater the cumulative amount of contributions Ooans. monetary and nonmonetary ntdbuti n received from the, lender during the calendar year covered by this statement. Candidates subject to state contribution limits(or if required by local ordinance' must disclose the cumulative amount received from eachcontributor during the limitation cycle' in addition to the calendar year cumulative amount. (Candidates for elective state office should refer to FPPC Campaign Disclosure Manual . "-r "1 Be €r t rry this figure to the Summary Page as a negative figure to be subtracted from Summary Page totals. AdditionalInformation: Refer to the Instructions for Schedule A for important nt information about; Contributor codes Contributions from individuals Contributions from committees loan received from m erci l lending institution i the normal course of business is reportable on Schedule B but is not considered contribution. Contributor codes and cumulative mounts (Column g) are required only for loans that are contributions. Refer to the FPPC Campaign Disclosure Manual for your type of committee for important information about re or keeping, prohibitions on cash contributions, returning contributions, and more. FPS 1 a 27 77 ) www.fppc.ca.gov ScheduleInstructions for B Loan Guarantors Enter the name of the leader or the entity at which line of or dit was established and the date of the loan or the date the line of credit was established. Enter the amount guaranteed this period, if applicable. For lines of credit, eterte fill amount established or secured by the guarantor during the period. (Report amounts drawn on a line of credit on Schedule B ® Part 1 . Enter the cumulative amount guaranteed during the calendar year covered by the statement. 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 FPPCCampaign Disclosure Manual . Report the outstanding balance for which the guarantor is liable at the dose of this reporting period. Loan guarantees are not included in the Schedule l Summary, but are carried forward in a lump sum t Line 17 of the Summary Page. (Jon,12016)) FPPC fi t 27772 wwwfppc.ca.gov Instructions for Schedule C Nonmonetary Contributions Received Report the receipt of nonmonetary contributions on Schedule C. Nonmonetary contributions include: Goods and services for which you have not paid the fair market value, including items donated for auctions or garage sales, such as artworkr furniture. discount that is not available to the public generally. If ttl cf t r re l receiive dfi"omasingle contributor during l d r year, report the rare, street address, city, state and zip code of the contributor, the amount contributed this period, and the cumulative amount received from the contributor since Januaryt f the current leader year. Include monetary and nonmonetary contributions and loans when reporting the cumulative amount. Contributions totaling less than received from single contributor during a calendar year are reported as a lump sum on dine 2 of the Schedule Summary, Date Received: nonmonetary contribution has been received on the earlier of the following; t the date the contributor made an expenditure for goods or services at your behest (in consultation or coordination with you, or at your request or suggestion): or the date you or your agent obtained possession or control oil the goods or services. Per Election to Date: Candidates subject to state contribution limits r if required by local ordinance) must disclose the cumulative amount re ivied from each contributor during the firriftation cycle in addition to the calendar year cumulative amount, (Candidates for elective state office should refer to FPPC Campaign Disclosure Manual 1.) Fair Market a required by law to provide the information. Administrative Services: WNU The total of nonmonetary contributions is reported n the Summary Page as both contributions received and expenditures made. Enter the total on Line 3 cf the Schedule C Summaryn both Lines 4 and 10 of the Summary Page. !state Candidates; Most nonmonetary contributionsalso count for purposes of the voluntary expenditure licit. important information about: - Contributor codes -- Contributions from individuals Contributions tions from committees intermediaries Instructions for Schedule D Summary of Expenditures Supporting/Opposing Oth Candidates, Measures, and Committees I Schedule is a summary of payments reported on Schedules E, F, and H that are contributions or independent expenditures to support or oppose candidates and committees. Thew include; . A direct monetary contribution or loan made t another candidate or committee. payment made to a vendor for goods or services for a candidate or committee i t nonmonetary contribution). donation to a candidater committee of goods on bead, or the payment of salary or expenses for a campaignemployee who spends % or more of his or her compensated time working for another ndid t r committee. ElectionPer to s If a contributionis made to a candidatethat is subject to state contribution limits(or if required y local ordinance), disclose the total amount contributed to the committee in connection with each limitation cycle and identify the election year. The primary and general elections are separate electrons. For example, a $4,200 contributionto a candidate for the primary election in 2016 would b disclosed as" ,20 Path." "Per Election to Date" Column —Limitation Cycle Year of Election Primary 2 General G 2017 17 Special S 2 Runoff R 2 Refer to the FPPC Campaign Disclosure Manual for your type f committee for important information about rccrdkping, prohibitions on cash payments, restrictions on the use of campaign girds d FPPC Forte Jsli FPS 7s--377 av Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Amounts rounded to wholedollars. CODES: If one of the following codes accurately describes the payment, you may eater the code. Otherwise, describe the payment. AM t P campaign parapherrialia/misc., NIBR member communications RAD radio airtime and production€ costs CND campaign consuttants WTG meetings and appearances RFD returned contributions TB contribution (explain ri n on tar ° OFC office x n s SAL campaign worker' salaries C civic donations PE I petition circulating TEL t.v. or cable airtirne and production costs FIL candidate f€lirag/b ll t fees PHO phone banks T C candidate travel, lodging, and meals Fl= D fundraising events POL polling and survey research TRS staff/spousestaff/spouse travel, lodging, and meals IND independent expenditure supportinglopposing otla rs (explain)* POS postage, delivery and messenger services T F transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting', voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (i terr, t, e-mail) NAME AND ADDRESSOF WEE CODE OR DESCRIPTION OF PAYMENT (IF COMMITTEE, ALSO ENTER 1.17). NUMBER! 411 -T to _- � � 1 1- 3 L iN t-- WN e- 5 1vv1 rlcN �' , r. Payments that are contribWons or independent expenditures must also be summarized on Schedule D, SUBTOTAL Schedule , Itemized payments made this period. kinclude all Schedule E subtotals.)... ................... ........................................................ .......... ............ . Unitemized payments d this period f under ......... ......... ................... .....:..a ................ ......n: e............ ,....... .. ...... ..........,.. IS . Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (a).) ......... .............. — ............................ . Total m t made this period. (Add ulnas 1, 2. and 3. t r here and on the Summary Page, Column A, Line .).......................... FPVC ForniI)) FPK Advice: 22) www.fppc.ca.gov Armunts may be rounded to whole dollars. Payments Made SEE INSTRUCTIONS ON REVERSE MM If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. SCHEDULE E (CONT.) Page f LD, NUMBER campaign r lia l . �,r r communications PAD radio airtime and production costs CNS campaign consultantsIVITG meetings and appearances RFD returned contributiors CTB contribution (explain nor netar )* OFC, office expenses SAL campaign wr ' r la C civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filingiballotilees PHO phone banks TPA candidate travel, ,lodging, and meals FND fundraising events P L polling and survey research TRS staffifspousetravel, lodging, and meals IND independent expenditure supportinglopposing otters (explain)* POS postage, delivery and messenger services T F transfer Wween committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) OT voter registration LIT campaign literature and mailings P T print ads WEB Information te&Inology costs (internet, e-mail) NAME AND ADDRESS PAYEE j 'IF COMM1TTEE. ALSO ENTER LD. UMBER; CODE OR DESCRIPTION OF PAYMENT 1 Payments that are contributions or Independent expenditures must also bee summarized on Schedule D. SUBTOTAL $ r t I :Lfl FP s r 2 www.fppc.ca.gov SEE INSTRUCTIONS REVERSE malmommm CMP campaign paraphemalia/mise. CNS campaign consultants CTB contribution (explain non tart')* C civic donations FIL candidate f€lingi'ballct fees FND fUndraising events IND independent expenditure supportin LEG legal defense LIT campaign literature and mailings codes accurately describes the payment, you may enter the code MBA member communications MTV meetings and appearances 0FC office expenses PET petition circulating PHO phone Irks PL polling and survey rearch /opposing other (explain)* POS postage, delivery and messenger services PRO professional services (legal. punting) T print ads NAME AND ADDRESS OF CREDITOR 111' COMMITTEE, ALSO ENTER €.D NUMBERj Statement covers period —111 \\ O from \a\\\ \\ \ ... \` through Pa f I.D. NUMBER Otherwise, describe the payment. CODE OR IOUTSTANDING DESC IPTI O PAYMENT BALANCE BEGINNING F THIS PERIOD RAD radio airtime and production costs RFD returned contributions SAL campaign workers' salaries TEL t.v_ or cable airtime and production costs TRC candidate travel, lodging, and , IS TRS staff/spoLse travel, loddging, and meals T F transfer between committees of the same candidatelsponsor V T voter registration VVEB information technology costs (into -met, -mail) l l c) (d) AMOUNT INCURRED AMOUNTPAID OUTSTANDING THIS PERIOD THIS PERIOD BALANCE AT CLOSE ALSO REPORT ON Ei , OF THIS PERIOD nts that are contributions or independent expenditures must also be SUgTOTALS sunirmfized on Schedule DSchedule F Summary 1. Total accrued expenses incurred this period.(include all Schedule F, Column b Subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under 1 . __.,,.....__ ......__ ................. INCURRED TOTALS 2. Total accrued expenses paid this period. Onclude all Schedule F, Column subtotals ibr payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under 1 ..,. _...................... _. PAID TOTAL . Net change this period. (Subtract Line 2 from Line 1, Enter the difference here and onthe Summary Page, Column A, Lino . ,s..,...®___ .a......b.,....,,a.e.,,,,.,.ae...„a..... ___ .t..aa...............s..,a.,.,,............eB.E®seE«,a,.s.,.s.e,.,....s............ ,....,.......... ..., Nuibe a �roaawenter FPSAdvice: 72) v Schedule F Amounts rrmy be rounded SCHEDULE F (CONT (Continuationo whole dollars. St;atement covers periodAccrued ill throughrage of OF FILER I.D. NUMBER CODES:NAME if one of the following des accurately describes the payment, you may enter the code. Otherwise, describe the payment. CAP campaign p r ph r€t lia/mi . MBR member communications RADradio airtime and production costs CNS campaign consultants MTG meetingsand appearances RFD returned contdbutions CTB contribution (explain nonr on tary)* OFC office expenses SAL campaign workers' salaries IBC civic donations PEA petition circulating TEL Lv. or cable airtime and production costs FIL candidate fling/ballot fees P O hone banks TRC candidate travel, lodging, and meals FND f indr I Ing events P L polling and survey research TRS staff/spouset4av 1, lodging, and meals IND independent expenditure supportingiopposing others (explain)* POS postage, delivery and messenger services € F transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter rags ration LIB campaign literature and mailings P T print ads WEB information technology costs (Internet, e- aili * rats that are contributions or independent n ur s must also be surrunarizedn Schedule D. DAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER CODE OR DESCRIPTION OF PAYMENT () I t $ 'ICt OUTSTANDING AMOUNT PAID BALANCE BEGINNING I AMOUNT INCURRED THIS PERIOD OF THIS PERIOD THIS PERIOD iALSO REPORT ON E, a El El Fly n 1 FPK Advice:pp 4 7 7 Instructions AgentSchedule G Payments Made by an or Independent Contractor Code or Description t9 The treasurer is provided with a dated receipt and written description of each expenditure poor to reimbursement; and Reimbursement is paid within 45 calendar days after the agent or independent contractor makes the expenditures. Generally, it reimbursement is net paid within 45 calendar days, report the expenditure as nonmonetary contribution on Schedule C. Refer to the FPPC Campaign Disclosure Manual for your type of committee for additional instructions. a2) FPS 2772 www.4w.ca.gov ScheduleInstructions for Loans Made to Othel- Ali loans made or outstanding are reported on Schedule H. Generally, campaign funds may be used t make loans to other candidates, officeholders, or committees (unless otherwise prohibited) and to boas fide chartable, educational, ciOc, religious, or similar t-e empt nonprofit organizations. There are restrictions on loans to any other person, including a candidate who controls the committee, or to a nonprofit organization that is affiliated with candidate, the treasurer, or other committee officials. For each loan of $100 or more that was made ors outstanding during the reporting per , disclose the recipient's name and address and, if n individual, his/her occupation and employer or, if self employed, the name of the business. Column ) ® Enter the outstanding loan balance t the beginning of this period(column d) of last report.) If the loan was made this period, this loan will be blank. Column b) ® Enter the amount loaned to the recipient during this reporting period. If this loan was made in a previous reporting period, leave blank. Column %c) ® Eater the amount of any reduction of the loan during this reporting period. Check whether the loam was paid or forgiver. I the committee forgives a loan, also report the transaction on Schedule E. Column d) — Enter the outstanding balance of the loans) at the close of this reporting period, Eater the due date, if any. Column ) — Eater the interest rate and amount of interest received on the loan(s) during this reporting period. Interest received is reported separately from payments received on the loan principal. interest payments ents are also transferred t the Schedule I Summary. Column m Enter the original amount of the loan and date made.. If this is the first time you are reporting the loan, this will be the same amount reported in Column b). Column (g) — For each loam made during this reporting period that is a contribution,* enter the cumulative amount of contributions (loans, monetary and nonmonetary contributions) made to the recipient during the calendar year covered by the statement. If the recipient is candidate subject to state contribution limits, or the information is required by locall ordinance, also eater the total amount contributed to the candidate in connection with each limitation tion cycle and identify the election year. (For contributions to state candidates, see the Schedule D instructions.) The Schedule H Summary reflects the tenet charge" in thecommittee's loan activity. That i, repayments received are subtracted from new loans made. When the repay , ent number is larger than the amount of the new leans made, Line will be a negative figure. For example, if $200 is received by the committee during the period and only $100 is made in new loans, report the net change on Line 3 as "a i " or "($1 )." Be sure to carry this figure to the Summary Page as negative figure to be subtracted from Summary Page totals. Refer to the FPPC Campaign Disclosure Manual for your type of committee for important information about recordkeeping, prohibitions on cash contributions, loan restrictions, and more. *Loans that are contributions to candidates or other committees es must also be reported on Schedule D. ScheduleInstructions for p Report on Line 3 of the Schedule I Summary the lump sum of interest payments received on loans made to others. Do not itemize, This amount i transferred from Schedule H, Column €_ Proceeds from the sale of campaign property, such as office furniture or equipment. Refunds received on deposits, such as telephone depos s. Refunds received from overpayment of bills. FPPC Forte 460 ( 2 , ) www.fppc.ca.gov The Form 460 is for use by all recipient committees, including: Candidates, Officeholders and Their Controlled Committees Primarily Formed Ballot Measure Committees Primarily Formed Candidate/Officeholder Committees General Purpose Committees person, entity, or organization that receives contributions toning $2,000 or more during calendar year to support or oppose various candidates and measures IX I g., political parties, political action committees). Non - controlled committees that do not recehle contributions, loans, or miscellaneous receipts totaling or more from a single source during calendar year may use Form 450 — Recipient 'Committee Campaign Statement — Short Form._ Note: Refer to the Statement of Organization, o 1 g for guidance to determine the type of committee. Use the Form 460 to file and of the • Preelection Statement • Semi-annual Statement * Quarterly Statement * Special Odd -Year Report * Termination Statement Amendment to a previously flied statement Note: Mark the preelection statement box if committee flies a monthly report in connect -ion with proposal. See reverse for general guidance on where to file this fo Contribution Limits: Candidates for elective state office are subject to stag contribution limits. Contributions received by committees for the purpose of making contdbutions to candidates for elective state office are also subject to limits. chart identifying the limits is located at fppc.ca.gov. In addition, local candidates may be subject to contribution limits imposed by local ordinance. Questions conceming local limits should be addressed to election officials in the ocai jurisdiction. This foryn was prepared by the Fair Political Practices ommissio . For detailed information ,anon n campaign reporting requirements and the Information Practices Act of 1977, see the FPPC 'Campaign Disclosure Manual for your type of committee (available from your filling officer or the ). Campaign filing deadlines, forms, and other informational materials are available on the FPPC website .fppc. .ge , FPPC ft i Advice:FPPC i WWWAW-ca. Instructions for Where to File: In general, stag committees file with the Secretary of State and local committeesfile with the filing officer of the local jurisdiction. StateCommittees: Additional Cop` copy of this fornn must also be filed with a state candidate's county of doric le's filing officer, if the state candidate committee does not file Form 460 electronically with the Secretary of State, copy of this fc mi must also be filed with local filing officer if the committee is controlled y a candidatefor state elective office and the committee is of _ -ed for a local election, copy of this form must Mso be filed with the relevant CaIPERS or C1TS office if the committee is a candidate controlled or primarily formed committee for a CalPERS r CalSTRS election. A cand!date seeking l r %C1 election is not required to file a copy of the statement with the candidate' county of domicile. Local Comm" Elected officers, and candidates for low l agencies that have jurisdiction in two or more counties and commfttees that support or oppose candidates r local measures being voted on in one of these jurisdictions, file an odginal and on - py with the election official for the county with the largest number of registered voters in the district and one copy with their county of domicile. Elected county officeholders sad Gandidates for county offices, and committees that support or oppose candidates or ballot measures being voted on within a single county, file an original and one copy with the election official for that county. Elected city ors holders and candidates for city offices, and mmittees that support or oppose candidates and ballot measures ss res in a single city, file an original and one copy with the city clerk. Paper Copies: Most committees rsst file the original s d one copy in paper format with the designated filing officer. Most state committees must also file an electronic version. Some local jurisdictions also require electronic submissions, Electronic Filings State committees rust file electronic reports with the Secretary of State i the committee recehrs contributions or rakes expenditures totaling $25,000 or more, General Purpose Committees: FPDC regulation 7.5 sets out the procedures for determining whether a committeeshould file with the state, county or city elections once. i general, such comm'N file with the Secretary of State unless the committee rakes more than 7 % of its contributions and expenditures in connection with city election or county election. The regulation sets out revise firnelines and exceptions, A committee cannot knowingly file in an incorrect ri di ic€ with the intention of avoiding the appropriate legal disclosure to the public, Committees that change jurisdictions file in both j sdlctio s until the end of the calendar year. NCO Proposals: Committees primarily formed to support or oppose a LAFCO proposal file this fora with the county elections office in the county that the proposal may be voted upon. . Once proposal is listed on a ballot, a committeewill file s a multi -county, linty or city committee. Statement of Organizations A committee must make certain that its Statement of Organization, Form 410, is crest and correct. This form includes information such as a candidate's year of election and the name of the committee's principal officers as well as other important infonnation regaiding the committee's formation. Information listed on a Form must be the same as that disclosed on the Form 410. FPS Form 460 12 FPS .o _The Form 460 is for use by all recipient commiftees, Candidates, Officeholders and Their Controlled Commiftees candidater olTiceholder who has a controlled committee, or who has raised or spent or will raise or spend $2,000 or -more during a calendar year in connection with election to office or holding office. 1he Form 4 -is also required it $2,000 or more will be raised or spent during the lender year at the behest of the officeholder or candidate. Primarily Formed Ballot Measure VCommiffees person, entity, r organization that receives contributions totaling $2,000 or more during a calendar year for the primary purpose of supporting or opposing the qualification, passage, or defeat of a single ballet measure or two or more measures being voted on in the serve cy, county£ multiscounty o9 state election, Primarily Formed Candidate/Officeholder Committees person, entity, or o—Iganization that receives contribuficins totaling $2,000 or more during 'endar year to suggort. or oppose a sin le candidate or officeholder. or Wo or more nddates r obi holders who are being voted upon in the same city, county, or multi -county election. This type of committee is not controlled y the did t s, or h lder s,_ Feral Purpose Committees person, nti ty, or organization that scares contributionstotaling $2,000 or more dr ig calendar yearto support or oppose vanous candidates and measures .g., political parties, politic -al action committees,. Non -controlled committees that d not receive ntr i taon , loans, r misc ll r s r ipts totaling more from a single source durin g a calendar year may use Fors; 450 - Recipient €r itt paign Statement Short Form. Note: Refer to the Statement of Organization, Form 410, for guidance to deterunine the type of committee. Use the Form 460 to file any of the l wi a Preelection Statement * Serni-annual Statement Q Quarterly Statement • SpecialOdd-Year Report • lermination Statement Amendment t=o a pre loosW filed statement Note, Mark the preelection statement box it c� mittee fifes a monthly report in connection with proposal. See reverse for general guider.ce on where to file this fora. Contributioni it :candidates for elective state once are subject to state contribution limits. (�'ontdbufions received by committees for the purpose of making ctdtirs t didts for elective state office are also subject to limits. chart identifying the limits ;s located at www. f lopc.ca.gov. In addition, local Gandidates may be subject to contribution lim is imposed by local ordinance. Questions conceming local limits sold be addressed to election offic= is in the local Jurisdiction. This form , was prepared by the Fair Political Practices Commission ;C. For detailed information on campaign reporting requirements and the Information Practices Act of 1977, see the FPPC Campaign Disclosure Manual for your type et committee (available from your filing officer or the F). Campaign filing deadlines, forms, and other info,r, ational materials are available on the FPS _ Z F Advice: . � 3 72 WnAWe . s