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Home My WebLink AboutMAGGARD SEMIANN98(1) BCSD fficeholder, Candidate, and Controlled Committee Campaign Statement -- Long Form Type of print in Ink. (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Check one of the following boxes to Indicate the type of statement being flied: BPraqelection Statement Supplemental Pre-election Statement (Attach a completed Form 495 to this statement ) ~. Special Odd-Year Cam paign Repor~ ~'.. Semi.annual Statement ~L Termination Statement (Attach a corn plated Form a 15 to this Statement.) Officeholder, Candidate, and Controlled Committee Included in this Statement NAME OF OFFICEHOLDER OR CANDIDATE NAME OF TREASURER 111 Verification Statement covers period Date Stamp COVER PAGE- LONG FORM (Month. Day, Year) ~ I For Official Use Only FILE COPY II Other Committees Not Included in this Statement: commttteeJ not Included tn thlJ consolIda ted statement that are controlled by you and any committees of which you have knowledge that are primarily formed to receive conlrlbut/on~ or to make exoenditure~ on behalf of your candidacy. Attach additional information on appropriately labeled continuation sheets. I have uled all reasonable diligence in preparing thil Stltement. I have reviewed the statement and to the best of my knowledge the Information con~eiqed herein and in the attached schedules is tru~andc~mp~et~ertify)~/~derpen~ty~fpe[LuZyunderthe~aws~ftheStete~fCa~if~rni~th~tthef~reg~ingist;J~(~c~rr~ ~ / /)^ .~ complete. I cl~i~undlr ~nal~ of ~rju~ under the laws of the State of California thft the foregoing is true and co~re~. ~ .~ ~a, ~ Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE Contributions Received t. Monetary Contribuff OhS ............................... Sd~du~e A, Line 2. Loans Re<eived ......................................... Schedule a, Line 3. SUBTOTALCASH CONTRIBUTIONS ...................... AddLines ! ,~ 4. Non-monetary Contributions ......................... Schedule C Line 5. SUBTOTALCONTRIBUTlONS:(ExdudeEnfo~ceableeromlses) AddUnes3 ,a 6. Enforceable Promises (Exclude Loan Guarantees, Line I ~ below) ................... Schedule D, Line 7. TOTAL CONTRIBUTIONS RECEIVED ..................... ,~ddunes5 ·6 Expenditures Made 8. Cash Payments (Other than Loans Made) ............ S<hedu~eE, UneS 9. Loans Made ............................................. Schedule H, une 7 10. SUBTOTALCASH PAYMENTS ............................ AddLinesa · 9 1 I. Accrued Expenses (Unpaid Bills) ........................S<hedu~e F, Une 5 12. TOTAL EXPENDITURES MADE ......................... /~ddune~O, ~ Current Cash Statement 13. Beginning Cash Balance .................. Iq'evlousSummao, P~ge, EIne ~7 I d. Cash Receipts ..................................... Column A, Line J above 15. Miscellaneous Increases to Cash ........................Schedule I, Line 4 16. Cash Payments .................................... ColumnA, L/nelOabove 17. ENDING CASH BALANCE ..... AddLlnezlJ + 14 · lS, thensubetactUne 16 If thl; b a termination ~ta te ment, Line I 7 mml be zero, 18. LOAN GUARANTEES RECEIVE D .............. ~:bedulee, P*r~'l, ColumnCoJ Cash Equivalents and Outstanding Debts 19. Cash Equivalents ................................See Instrucllon~ On rever~e 20. Outstanding Debts ................ AddLine2 + I.l~e 111nColurnnCabove S S S S S S S S Type or print in ink. Amount~ may be rounded to whole dollars. through Column A Column Be SUMMARY PAGE LD. NUMBER Column C _ $ · From previous Statement Summery Page, Column C. HOwever if this is the first rel~ort filed for the calendar year. Column B should 6), Loans Made (Line g). end Accrued Expenses (Line 11 ). Summary for Candidates in Both June and November Elections 111 thiough ~0 711 to Date 21. [ontribqtions ~ece~veo .... s ~ Q - ~ O- x nditures - ~ ~ '-~ ~ "' [~; ....... , Allocation Page -- Part I Contributions and Independent Expenditures Made From Campaign Funds Type or print In Ink. Amountl mly be rounded to whole doIllrs. from through SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE List each contribution and mdependenr expenditure of $ ! O0 or more maze from campaign funds to other committees or to support or oppose other can~icla res or b~llot measures. CHECKONE IND DATE NAME OF OFFICEHOLDER, CANDIDATE, COMMITTEE, OR MEASURE EXP& AMOUNT Support Oppose *See rever~e regarding independent expenditures. ALLOCATION -- PART I SUMMARY ALLOCATION - PART Statement (ove,$ period I.D. NUMBER CUMULATIVE TO DATE LENDARYEAR CUMULATIVE TO DATE OTHER (iF APPLICa, BLE) SUBTOTAL · · Attach additional informafi~o~-on ~ppropriately labeled continuation sheets, I. Contributions and independent expenditures of $100 or more made this period from campaign funds. (Include all Allocation Page -- Part I subtotals.) ........................................................................................ 2. Contributions and independent expenditures under $100 made this period from campaign funds. (Do not itemize.) .............................................................................................. 3. Total contributions and independent expenditures made this period from campaign funds. (Do not carry this total to the Summary Page.) ............................................................................... TOTAL Allocation Page -- Part II Contributions and Independent Expenditures towholedollar,. Made From Personal Funds ~om SEE INSTRU~ONS ON REVERSE through NAME OF OFFICEHOLDER OR ~NDIDATE List e~ch contribution ~ i~ependen t expenditure of $ ~ ~ or more made from (he o~iceho/der or cand date ~ pe~ona/ funds to suppo~ or oppose other officeholder. candidetes ~ committees. DAT~ NAME OF O~FICEHOLDER. ~NDIDATE. COM~I~EE, OR MEASURE CHECK ONE INO. CUMU~TfVE TO DATE CU~U~TIVE TO OAT~ EXP* AMOUNT ~LENDAR YEAR OTHER Sup~ Op~e OAN. 1. DEC. 3~2 (~F APPLi~BLE2 / / *See revere regaling indepe~ent expenditures. SUBTOTAL ALLO~ON -- PART II SUMMARY Attach additional information on appropriately labeled continuation sheets. 1. Contributions and independent expenditures of $100 or more made this period from personal funds. (Include all Allocation Page -- Part I1 subtotals.) ........................................................................................... 2. Contributions and independent expenditures under $100 made this period from personal funds. (Do not itemize.) ........................................................................................................................... 3, Total contributions and independent expenditures made this period from personal funds, (r)o ~nt rarrv thi< tntal to the 5urnmary Paoe.} TOTAL Schedule A Monetary Contributions Received Type or print In Ink. Amounts mly be rounded to whole dollors. SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE ~u~ ~ ~ ~ o~ co~m~um~ OCCUPATION AND EMPLOYER Statement covers period from through AMOUNT RECEIVED THIS PERIOD SCHEDULE A SUBTOTAL $ Monetary Contributions Summary 1. Amount received this period -- contributions of $100 or more. (Include all Schedule A subtotals.) .............................................................................................. 2. Amount received this period -- contributions of less than $100. (Do not itemize.) ................................................................................................... 3. Total monetary contrlbutions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ................................... TOTAL -- Page of __ I.D. NUMBER CUMULATIVE TO DATE LENDAR YEAR J~jAIN. I - DEC. 31) CUMULATIVE TO DATE OTHER (IF APPLICABLE) Schedule B -- Part I Loans Received Typ~ or print In ink. SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE LENDER OR GUARANTOR'S FULL NAME AND ADDRESS DATE LENDER/GUARANTOR'S I'-] Lender D Guarantore [] Lender r~ Guirantore · See important instructions on reverse. SUBTOTAL Loans Received - Part I Summary I. Loans of $100 or more received th~s period. (include aii Loans Received --Part I Ca) subtotals.) .......... 2. Loans under $100 received this period. (Donor itemize.) ........................................... 3. Total loans received this period. (Add Lines 1 and 2.) ....................................... TOTAL Loans Received - Part II Summary 4. Loans of $100 or more repaid, forgiven, or paid by a third party this period. (Include all Part II (c) subtotals. ~f (orgiven or paid by a third party, also itemize the transaction on Schedule A.) .............. 5. Loans under $100 repaid, forgiven, or paid by a third party. (Do no itemize.) If forgiven or paid by a third party, include this amount on Schedule A 5urnmary, Line 2 ............................ 6. Total loans repaid, forgiven, or paid by a third party thi~ period. (Add Lines 4 + 5.) ................................ ; ...................................... TOTAL /. Net change this period. (Subtract Line 6 from Line 3 ) ~, EnterthenethereandontheSummarvPaoe Column'~ line7 NET SCHEDULE B- Part I ',.,.-.n,-..',-,"n through OTHER $ Page of __ I.D. NUMBER GUARANTOR INFORMATION Schedule B -- Part Repayments Made on Loans Received, Loans Forgiven, and Loans Repaid by a Third Party SEE INSTRUCTIONS ON REVERSE NAME OF OFFtCEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE DATE OF REPAYMENT OATE OF OR ORIGINAL LOAN FULL NAME OF LENDER FORGIVENESS Type ~ p;[nt in ~k. Amounts rely b~ roundld to whole dollus. Stltlment COVerS period through INTEREST RATE AMOUNT REPAID OR FORGIVEN ON PRINCIPALe Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ *IMPORTANT: If any part of a loan is forgiven or repaid by a Ihird party, also ilemize the transaction on Schedule A, including the name and address of the pe~on forgiving the loan or the third party making the payment, and the amount forgiven or paid. IID. NUMgER OUTSTANDING PRINCIPAL TOTAL INTEREST PAID THIS PERIOD INTEREST PAID Schedule B. Schedule B -- Part III Annual Report of Outstanding Loans Received SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR C.~NDIDATE AND CONTROLLED COMMITTEE FULL NAME OF LENDER ORIGINAL DATE OF LOAN Attach additional in fort'nation on appropriately labeled continuation sheets. Type or print In ink. Amounts may be rounded to whole dollIts. I AMOUNT OF ORIGINAL LOAN TOTAL === Statement covers period lhrough ~:~ ~ '~ -~__ UNPAID PRINCIPAL NOTE: Thl; totalshouldbe SCHEDULE B- Part NUMSER UNPAID INTERE~? # Schedule C Non-Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE Type or print in Ink. Amounts rnly be rounded to whole dottars, SCHEDULE I.O. NUMBER CUMULATtYE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) CUMULATIVE TO DAlE OTHER (IF APPLICABLE) Attach additional information on appropriately labeled continuation sheets. SUBTOTAL Non. Monetary Contributions Summary 1. Amount received this period-- non-monetary contributions of $100 or more. (Include all Schedule C subtotals.) .................................................................................... 2. Amount received this period-- non-monetary contributions of less than $100. (Do not itemize.) ........................................................................................................ 3. Total non-monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 4.) ..................... TOTAL Schedule D T~.or printInlnk. Amounts m~y be rounded Enforceable Promises Received (Other than Loan towhob, do,,,,. Guarantees, Loan Endorsements, and Loan Security) NOTE: Loan guarantees, loan endorsements and loan security are "enforceable promises' that must be reported on Schedule B - NOT Schedule D. SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE FULL NAME AND ADDRESS OF CONTRIBUTOR DATE (iF COMMit. EL iN ADOf~10~ TO COMMtiTE E.$ NAME AND ADORE S$, OCCUPATION AND EMPLOYER AMOUNT PROMISED through AMOUNT PAID TH}S PERIOD SCHEDULE D Statement cove~s period \ - \ - ~UMDL~T~¥E TO OAT~ CU~U~TIV~ ~LENDAR YEAR DATE OTHER (JAN. 1 - DEC. 31) (IF APPLI~LE) Attach additional information on appropriately labeled continuation SUBTOTALS $ ~ I ~'~r .......... shee~s., ... ~.. Enforceable Promises Received Summary 1. Promises recelved of $100 or more this period (Column (a)) ....................... $ 2. Promises received under $100 this period. (Do not itemize.) ............................................................ $ 3. Total promises received this period. (Add Lines 1 and 2.) .................................................. TOTAL $ 4. Payments received on promises of $100 or more this period. (Column (b)) ............. . .....r~l'; ' '1 ..... ' .....· ................................................. $ 5. Paymentsreceivedonprom~sesu e $ 00th~spenod. (Do not itemize. Also include on Schedule A Summary, Line 2.) ...................................... $ 6. Total payments received. (Add Lines4and S.) ..................................................................... TOTAL $ 7. Net change this period. (Subtract Line 6 from Line 3. Enter the difference here and on the Summary Page. ColumnA Line6.) ...................................................... NET $ Schedule E Payments and Contributions (Other Than Loans) Made SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE CODES tOR Type or print In ink, Amounts may be rounded to whole dollars. CLASSIFYING EXPENDITURES SCHEDULE E Ifoneofthe following codes accurately describe$ the expenditure,you may enter the code and leave the ~Description of Payment' column blank. Refer tothe back of Schedule E-Continuation Sheet for detailed explanations of each category. "C'- MONETARY AND IN-KIND (NON-MONETARY) CONTRIBUTIONS TO OTHER CANDIDATES AND COMMITTEES '1' -- iNDEPENDENT EXPENDITURES 'L' - LITERATURE 'B°- BROADCASTADVERTISING 'N°- NEWSPAPERANDPERIODICALADVERTISING °O' - OUTSIDE ADVERTISING 'S°-$URVEYS. SIGNATUREGATHERING. DOOR-TO-DOORSOLICITATIONS 'F' - FUNDRAISiNGEVENTS GE NE RAL OPE RATIONS AND DYE RHEAD TRAVE L, ACCOMMODATIONS AND MEALS (MUST BE DESCRIBED) iMPORTANT: DO NOT iTEMIZE THE PAYMENT OF ACCRUED EXPENSES ON SCHEDULE E. REPORT ONLY THE LUMP SUM OF SUCH PAYMENTS ON LINE a OF THE SUMMARY SECTION BELOW. CODE OR DESCRIPTION OF PA'~'MENT AMOUNT PAID Important: Contributions and ex[~enditures made out of campaign funds to or on behalf of other officeholder;, candidates, committees, or ballot measures must also be entered on the Allocation Page, Part I. SUBTOTAL Payments and Contributions Made Summary 1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) ...................................................... 2. Payments made this period of under $100. (Do not itemize.) ....................................................................... 3. Total interest paid this period on outstanding loans. (Enter amount from Schedule B, Part U, Column (d).) .............................. 4. Total accrued expenses paid this period. (Do not itemize. Enter amount from Schedule F, Line4.) ................................. Schedule F Accrued Expenses (Unpaid Bills) Type or print in Ink, Amounts may be rounded to whole dollers. SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE CODES FO~ CLASSIFYING EXPENDITURES b-3o - t$ through SCHEDULE F Page __ of I.D. NUMBER 01%l- ¥ If one of the following codes accurately describes the expenditure,you may enter the code and leave the "Description of Payment' column blank. Refer to the back of Schedule E-Continuation Sheet for detailed explanations of each category. 'C'- MONETARY AND IN-KIND (NON-MONETARY) CONTRIBUTIONS TO OTHER CANDIDATES AND COMMITTEES '1' - INDEPENDENTEXPENDITURES 'L' - LITERATURE °B' - BROADCASTADVERTISING 'N' - NEWSPAPERANDPERIODICALADVERTISING '0' - OUTSIDE ADVERTfSING "S'- SURVEYS, SIGNATURE GATHE RING, DOOR-TO-DOOR SOLICITATIONS "F' - FUNDRAISiNG EVENTS 'G'- GE N E RAL OPE RATIONS AND OVERHEAD 'T' -TRAVEL. ACCOMMODATIONS AND MEALS (MUST BE DESCRlaED) 'p' - PROFESSIONALMANAGEMENTANOCONSULTING SERVICE5 NAME AND ADDRESS OF PAYEE, CREDITOR, OR RECIPIENT OF CONTRIBUTION CODE OR DESCRIPTION OF OUTSTANDING PAYMENT AMOUNTACCRUED Attach additional information on appropriately labeled contJnuation sheets. SUBTOTAL Accrued Expenses Summary 1, Accrued expenses this period of $100 or more. (Include all Schedule F subtotals.) ..................................................... 2. Accrued expenses this period of under $100. (Do not itemize.) ..................................................................... 3, Total accrued expenses incurred this period. (Add Lines 1 and 2.) ................................................. INCURRED TOTAL 4. Total accrued expenses paid this period. (Do not itemize. Enter here and on Schedule E Summary, Line 4.) ................. PAID TOTAL S. Net chanae this oeriod. (Subtract Line 4 from Line 3. Enter the difference here and on the Summary Page, Column A, Line 11 .) ...... NET Schedule G Payments Made by an Agent or Independent Contractor (on Behalf of an Officeholder or Candidate) SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE NAME OF AGI:. NT OR iNDEPENDENT CONTRACTOR Type or print in ink. Amounts may b~ rounded to whole dollars. through SCHEDULE G CODES FOR CLASSIFYING EXPENDITURES If one of the following codes accurately describes the expenditure,you may enter the code and leave the Descnpt~o of Payment' column blank. Refer to the back of Schedule E.Confinuation Sheet for detailed explanations of each category. 'L'- LITERATURE 'S'- 5URVEYS, SIGNATURE GATHERING. OOOR-TO-DOORSOLICITATION5 '~' - BROADCAST ADVERTISING IF' -- FUNDRAI$1NGEVENTS · No- NEIWSPAPERANDPERIODICALADVERTISING 'T'- TRAVEL. ACCOMMODATIONS AND MEALS '0'- OUTSIDE ADVERTISING (MUST BE DESCRIBED) NAME AND ADDRESS DE PAYEE OR CREDITOR CODE OR DESCRIPTION OF PAYMENT AMOUNT PArD / Attach additional information on appropriately labeled continua :~on sheets. TOTAL* $ Schedule H -- Part I Loans Made to Others Type or print in ink. Amounts may be sounded to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE FULL NAME AND ADDRESS OF RECIPIENT Statement covers p~rlocl from through INTERESTRATE DUE DATE Loans Made to Others -Part I Summary 1. Loans of $100 or more made this period. ' (include all Loans Made - Part t subtotals.) ............................................................ 2. Loans under $100 made this period. (Do not itemize.) .................................................................................... 3. Total loans made this period. (Add Lines 1 and 2.) .......................................................................... TOTAL Loans Repayments Received - Part II Summary 4. Payments received on loans of $100 or more. (Include all loan payments received and all loans of $100 or more which have been forgiven by this officeholder, candidate, or committee - Part II (a) subtotals. f forg van, also temize on Schedu · E ) ........................................ 5. Payments received on loans under $100. (including a forgiveness. Do not itemize.) .............................................................. ~. Total loan payments received this period. (Add Lines 4 and 5.) .......................................................................... TOTAL ~ Net change this period. (Subtract Line 6 from Line 3. Enter the net here and on the Summary Page, Column A, Line 9.) .................................... NET SUBTOTAL SCHEDULE H - Par~ t I.D. NUMBER AMOUNT $ Schedule H -- Part II Loan Repayments Received on Loans Made to Others (Including Payments Received from Third Parties) and Loans Forgiven SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMITTEE DAT~ OF DATE OF .E.A~E~T OR OR,G,NAL FORGIVENESS LOAN Type or print In Ink. Amounts may be rounded to whole dollars. INTEREST Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ through AMOUNT REPAID OR FORGIVEN ON PRINCIPAL SCHEDULE H- Part II St&tement covers period '~ . - ~~ f,om / ~ LD, NUMBER OUTSTANDING INTEREST PRINCIPAL RECEIVED 'IMPORTANT.' If any part of a loan is forgiven, also itemize the forgiveness on Schedule E. If a repayment is received from e third party, enter the name and address of third party in the "FULL NAME OF RECIPIENT OF LOAN" column above, along with the name of the recipient of the loan. TOTAL INTEREST RECEIVED THIS PERIOD Enter the amount In column (b) In the summary section ot Schedule I, Line $. Do not carry this total to the summary ~ectlon of Schedule H. Schedule H -- Part III Annual Report of Outstanding Loans Made Type or print in ink. Amounts may b~ rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF OFFICEHOLDER OR CANDIDATE AND CONTROLLED COMMI1TEE FULL NAME OF RECIPIENT OF LOAN ORIGINAL DATE OF LOAN AMOUNT OF ORIGINAL LOAN Attach additional information on appropriately labeled continuation sheets. TOTAL Statement covers period through UNPAID PRINCIPAL i.D. NUMBER UNPAID ,NTEREST SCHEDULE H- Part Schedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON REVERSE N~,ME OF OFFICE~4OLDER OR Ca, NOIDATE AND CONTRC)LLE D COMMITTEE DATE FULL NAME AND ADDRESS OF SOURCE Type or print in Ink. Amounts may be rounded to whole dollars. SCHEDULE AMOUNT OF Attach additional information on appropriately labeled continuation sheets. Miscellaneous Increases to Cash Summary 1. Increases to cash of $ I00 or more this period ............................................................. 2. Increases to cash under $ I00 this period. (Do not itemize.) ................................................. 3. Total of all interest received this period on loans made to others. (Schedule H, Part II (b).) .................... 4. TotaJ miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Line 15.) ....................................................................... TOTAL SUBTOTAL $