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HomeMy WebLinkAboutCOPE PREELEC02Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from I -- 1 --0(~ ,brough 2-1 ,-02 Date of election if applicable: (Month, Day, Year) Date Stamp iFIEL0 CiTY CLERK COV~F~ PAGE Page I of ~_.__ For Official Use Only 1. Type of Recipient Committee: All Comminees - Complete Parts 1, 2, 3, and 4. [] Officeholder, Candidate Controlled Committee O State Candidate Election Committee 0 Recall /Also Comple(e Pa~l 5) [] General Purpose Committee ~ Sponsored O Small Contributor Committee O Political Party/Central Committee [] Ballot Measure CommiTTee 0 Primarily Formed 0 Controlled 0 Sponsored /Also ComDtete Parr E) [] Primarily Formed Candidate/ Officeholder Committee /Also CompS. re Part 7) 2. Type of Statement: ~. Preelection Statement [] Semi-annuai Statement [] Termination Statement [] Amendment (Explain below) [] Quarterly Statement [] Special Odd-Year Report [] Supplemental Preelection Statement - Attach Form 495 3. Committee Information COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Treasurer(s) NAME OF TREASURER M~-LING ADDRESS NAME OF ASSISTANT TREASURER, IF ANY STREET ADDRESS (NO P.O. BOX) MAILING ADDRESS (IF DIFFERENT) NO, AN~STR~ET OR P.O. BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL: FAX / 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 information contained herein and in the attached schedules is ify under penalty of perjury unde ~ Signature of Treasurer or Assistarlt Treasurer Executed on By Executed on By Executed on By FPPC Toll-Free Helpllne: 8661ASK-FPPC State of California Recipient Committee Campaign Statement Cover Page -- Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Type or print in ink. COVER PAGE - PART 2 6. Ballot Measure Committee Page C>~ of~L~ NAMEOFBALLOTMEASURE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STA3E ZIP Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed lo receive contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER ,~u~ o, ~,~su,E, ICO[~TROLLEDyEs COMMITi-EE?[] "O COMMITrEEADDRESS STREETADDRESS (NO I~O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? r"[ YES [] NO COMMITTEE ADDRESS STREET ADDRESS (NO F~O. BOX) CiTY STA3E ZIP CODE AREA CODE/PHONE BALLOT NO OR LETTER JURISDICTION ~r~ SUPPORT OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Committee List names of officeholder(s) or candldate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD OFFICE SOUGHT OR HELD OFFICE SOUGHT OR HELD OFFICE SOUGHT OR HELD [~SUPPORT []OPPOSE [~]SUPPORT []OPPOSE []SUPPORT []OPPOSE []SUPPORT [~OPPOSE Attach continuation sheets if necessary FPPC Form 460 (June/01) FPPC Toll-Free Helpllne: 866/ASK-FPPC State of California Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period ,rem I-- I-©Z SUMMARY PAGE NAME OF FILER Contributions Received 1. Monetary Contributions ........................................... Schedule A, Line 3 2. Loans Received ...................................................... Schedule B, Line 7 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Ltnes I + 2 4. Nonmonetary Contributions .................................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ........................... AddLines 3 + 4 Column A 0 Expenditures Made 6. Payments Made ....................................................... Schedule E, Line 7. Loans Made ............................................................. ScheduleH, Line7 8. SUBTOTAL CASH PAYMENTS .................................... AddLines6+7 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Line 10. Nonmonetary Adjustment .......................................... Schedule C, Line 11. TOTAL EXPENDITURES MADE ................................ AddLine, 8+9*lO Current Cash Statement 12. Begineing Cash Balance ....................... PreviousSummaq/Page, Line16 $ 7(~ ~ 13. Cash Receipts ................................................... ColumnA, Line3above ~ 14. Miscellaneous Increases to Cash ........................... Schedule I. Line 4 0.~ 15. Cash Payments .................................................. ColumnA, Line8above ~z~..~'~" 16. END|NC CASH BALANCE .......... AddLines 12+ 13+ 14. thensubtractLine 15 $ [.~flq .L~L~ If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... Schedule S, Pad 2 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ (/'~. 19. Outstanding Debts ......................... Add Line 2 + Line J in Column B above $ $ COO Column B CALENDAR YEAR tOTAL TO DATE $ 6ZS. dO O. O0 O0 $ ZP.3S C Ob .00 O. O0 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 tiled [or this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 20. Contributions Received 21. Expenditures Made 1/1 through 6~30 7/1 to Date $ $ $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (if sublect to Voluntary Expenditure Umll) Date of Election Total to Date (mm/dd/yy) / /.__ $. / /.__ $ __/ / $ __/ / $ *Since January 1, 2001. Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule A Typs or print in ink. SCHEDULE A Amounts may be rounded Statement covers period-- Monetary Contributions Received to whole dollars. ' s]:i{Ir:' r~ ~ I SEE INSTRUCTIONS ON REVERSE through C:~-- [ ~.~~O ''~' I Page ~ ~IND ~ cou DOTH ~ PTY ~SCC ~IND DCOM ~ OTH ~ PTY ~ scc ~IND ~ cou ~OTH ~ PTY ~scc ~NO ~ COM ~OTH ~ PTY D scc SUBTOTALS Schedule A Summary 1. Amount received Ihis 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 1 and 2. Enter here and on the Summary Page, Column A, Line 1 .) ....................... TOTAL $ 'Contributor Codes IND - Individual COM- Recipient Committee (other than PTY or SCC) OTH - Other PTY - Political Party SCC- Small Contributor Committee FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule B - Part 1 Loans Received SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period through o~-I~-o~- SCHEDULEB-PART1 NAME OF FILER FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER t[~ IND [] COM [] OTH [] PTY [] SCC tr~ lNG [] COM [] OTH [] PTY [] SCC t[] lNG [] COM [] OTH [] PTY [] SCC IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMpI_OYED, ENTER NAME OF BUSINESS} OUTSTANDING BALANCE BEGINNING THIS PERIOD (bi AMOUNT RECEIVED THIS PERtOD (c) AMOUNT PAID OR FORGIVEN THIS PERIOD * [] PAID $ [] FORGIVEN $ [] PAID $ [] FORGIVEN $ [] PAID $ [] FORGIVEN (d) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD DATE DUE DATE DUE DATE DUE INTEREST PAID THIS PERIOD RATE I,D. NUMBER (0 (g) ORIGINAL CUMULATIVE AMOUNT OF CONTRIBUTIONS LOAN TO DATE CALENDAR YEAR $ $ PER ELECTION** DATE INCURRED CALENDAR YEAR $ PER ELECTION ** GATE INCURRED CALENDAR YEAR $ PER ELECTION ** DATE INCURRED SUBTOTALS $ $ $ $ Schedule B Summary 1. Loans received this period .................................................................................................................... $ (Total Column (bi plus unitemized loans 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.) ............................................................... NET $ Enter the net here and on the Summary Page, Column A, Line 2. (Uay~a ne~Nlven,n.~ce,) t Contributor Codes / IND- Individual COM - Recipient Committee (other than PTY or SOO) OTH - Other PTY- Political Party SCC- Small Contributor Committee (Enter (e) on Schedule E, Line 3) *Amounts forgiven or paid byI another party also must be reported on Schedule A. / I ** If required. FPPC Form 460 (June/01) FPPC Toll-Free Helpgne: 8661ASK-FPPC Schedul~ B- Pad SCHEDULEB-PART2 Loan Guarantors Amounts may be rounded * Statement covers period to whole dollars, from t-~-og ! C, C) ¢ ~ I'~"~o~ ~ IND ~NDER C~ENDAR YEAR ~COM ~~ ~ PTY (IF REQUIRED} Dscc ~IND LENDER ~ COM ~ OTH DA~ (IF REQUIRED) ~ PTY Dscc ~IND ~NOER ~COM ~ OTH PER ~ P~ ~m (IF REQUIRED) Dscc ~ IND ~N~R CALENDAR YEAR ~COM ~ OTH DA~ P~ E~C~ON ~ PTY (~F REQUIREO) ~scc SUBTOTAL $ FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule C Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR CODE * OIND []COM r-lOTH ~]PTY E3scc Type or print in ink. Amounts may be rounded to whole dollars. IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER DESCRIPTION OF GOODS OR SERVICES r~IND []cou F~OTH [~PTY []scc ~IIND []COM [] OTH [~PTY []scc []IND []COM I-lOTH []PTY []scc Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Statement covers period ,,om AMOUNT/ FAIR MARKET VALUE Page 7 I.D. NUMBER CUMULATIVE TO DATE CALENDAR YEAR (JAN1-DEC31) SCHEDULE C 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 $1 O0 .................................... $ 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ...................... TOTAL $ *Contributor Codes IND - Individual COM- Recipient Committee (other than PTY or SCC) OTH - Other PTY- Political Party SCC - Small Contributor Committee FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC ScheduJe 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 from !-- I--0~ Page I.D. NUMBER SCHEDULE D DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR MEASURE NUMBER OR LETrER AND JURISDICTION, OR COMMITTEE [] Support [] Oppose [] Suppod [] Oppose [] Suppo~ [] Oppose TYPE OF PAYMENT [] Monetary Conlribution [] Nonmonetary Contribution [] Independent Expenditure [] Monetary Contribution [] Nonmonetary Contribution [] independent Expenditure [] Monetary Contribution [] Nonmonetary Contribution [] Independent Expenditu~ e DESCRIPTION {IF REQUtREO) AMOUNTTHIS PERIOD CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE {IF REQUIRED) SUBTOTAL $ Schedule D Summary 1. Contributions and independent expenditures made this period of $100 or more. (Include all Schedule D 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.) .............. TOTAL FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 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 ,rom Page I.D. NUMBER CODES: campaign paraphernalia/misc. CNS campaign consultants CTB contribution (explain nonmonetary)' CVC civic donations FIL candidate filing/ballot fees FND fundraising events IND. independent expenditure supporting/opposing others (explain)* LEG legal defense UT campaign literature and mailings If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. M~R member communications MTG meetings and appearances OFC office expenses PET petition circulating R-tO phone banks POL polling and survey research POS postage, delivery and messenger services PP~ professional services (legal, accounting) PRT print ads RAD radio airtime and production costs RFD returned contribulions SAL campaign workers' salades TEL t.v. or cable airtime and production costs TRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration WEB information technology costs, (intemet, e-mall) NAME AND ADDRESS OF PAYEE [1~ COMMI~i'IEE. ALSO ENTER I O. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS Schedule E Summary 1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) .................................................................................................. 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 FPPC Form 460 (June/01) FPPC Toll-Free Helpllne: 866/ASK-FPPC Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULE F S{a;.ument covers ~eriod CODES: If one of the following codes accurately describes the CM° campaign paraphernalia/misc. MBR CNS campaign consultants MI'G CTB contribution (explain nonmonetary)' CVC civic donations FIL candidate filing/ballot fees FND fundraising events IND independent expenditure supporting/opposing others (explain)* LEG legal defense I.D. NUMBER payment, you may enter the code. Otherwise, describe the payment. membercommunications RAD radio airfime and production costs RFD returned contributions SAL campaign workers' salaries t.v. or cable airtime and production costs TRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration meetings and appearances O~C office expenses PET petition circulating R-lO phone banks POL polling and survey research POS postage, delivew and messenger services PRO professional services (legal, accounting) UT cempaign literature and mailings FTTT print ads WEB inform, (a) (b) (=) (d) OF THIS PERIOD {ALSO REPORT ON E) OF THIS PERIOD summarized on Schedule D. SUBTOTALS $ $ $ $ Schedule 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 $100.) ............................................. INCURRED TOTALS $ 2. Total accrued expenses paid this pedod. (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 Helpllne: 866/ASK-FPPC Schedule G Payments Made by an Agent or Independent Contractor (on Behalf of This Committee) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULEG NAME OF AG'~'N T OR INDEPENDENT CONTRACTOR I.D. NUMBER CODES: campaign paraphernalia/misc. CNS campaign consultants CTB contribution (explain nonmonetary)* CVC civic donations FIL candidate filing/ballot fees FND fundraising events IND independent expenditure supporting/opposing others (explain)* LEG legal defense LIT campaign literature and mailings If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. MBR member communications MTG meetings and appearances DFC office expenses PET petition circulating PHO phone banks FOL polling and survey research POS poslage, delivery and messenger services PRO professional services (legal, accounting) PRT pdnt ads * Payments that are contributions or independent expenditures must also be summarized on Schedule D. RAD radio airtime and production costs RFD returned contributions SAL campaign workers' salaries TEL t.v. or cable aidime and production costs TRC candidate travel, lodging, and meals 'FRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VDT voter registration WEB information technology costs (intemet. e-mail) NAME AND ADDRESS OF PAYEE OR CREDITOR {IF COMMITTEE. ALSO ENTER IO NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Attach additional information on appropriately labeled continuation sheets. TOTAL* $ * Do not transfer to any other schedule or to the Summa~ Page. This total may not equal the amount paid to the agent or independent contractor as reported on Schedule E. FPPC Form 460 (June/01) FPPC Tog-Free Helpllne: 866/ASK-FPPC Schedule H Loans Made to Others* SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Sta;e,,~e,,[ covers period ,rom SCHEDULE H NAME OF FILER FULL NAME, STREET ADDRESS AND ZIP CODE OF RECIPIENT (IF COMMITS'EL, ALSO ENTER iD NUMBER) IF AN INDIVIDUAL. ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED. ENTER NAME OF {~USINE$$} OUTSTANDING BALANCE BEGINNING THIS PERIOD {bi AMOUNT LOANED THiS PERIOD lc) REPAYMENT OR FORGIVENESS THIS PERIOD* [] PAID $ [] FORGIVEN $ OUTST[d~DING BALANCE AT CLOSE OF THIS PERIOD INTEREST RECEIVED ORIGINAL AMOUNT OF LOAN DATEINCURREC $ CATE CUE DATE INCURRED 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. SUBTOTALS $ $ 10) CUMULATIVE LOANS TO DATE CALENCAR YEAR S PER ELECTION~ CALENCAR YEAR $ PER ELECTION'* Schedule H Summary 1. Loans made this period .................................................................................................................................................. $ (Total Column (b) plus unitemized loans less than $100.) 2. Payments received on loans ........................................................................................................................................... $ (Total Column (c) plus unitemized 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: 866/ASK-FPPC Schedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON REVERSE NAMEI =FILER Type or print in ink. Amounts may be rounded to whole dollars. from I--I--OD SCHEDULEI I.D. NUMBER DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER 1 O. NUM~IER) DESCRIPTION OF RECEIPT Attach additional infon'nation on appropriately labeled continuation sheets. SUBTOTAL $ AMOUNT OF INCREASE TO CASri 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 460 (June/01) FPPC Toll-Free Helpllno: 866/ASK-FPPC