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HomeMy WebLinkAboutBTC SEMIANN02(1)Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period through ~ Date of election if applicable: (Month, Day, Year)0~ Date Stamp 31 ?H CITY CLERK COVEF~ PAGE For Official Use Only 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. [] Officeholder, Candidate Controlled Committee O State Candidate Election Committee O Recall General Purpose Committee ~ Sponsored C) Small Contributor Committee (~) Political Parly/Central Committee [] Ballot Measure Committee 0 Primarily Formed 0 Controlled O Sponsored [] Primarily Formed Candidate/ Officeholder Committee 2. Type of Statement: [] Prealection Statement ~ Semi-annual Statement [] Termination Statement [] Amendment (Explain below) [] Quarterly Statement [] Special Odd-Year Report [] Supplemental Preelection Statement - Attach Form 495 3. Committee Information STREET Treasurer(s) NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE 4. Verification I hays used all reasonable diliGencs iR preparinG and ravi~wi~ ~is atatement and to the kest of ~y knowled~a fha i~form~tion conlalnad harein and in lhe a~achod schedules is true and complate. I ceai~ under penal~ of perju~ under the laws of the State of California that the foregoings tree and ~rrect. Execut~ on By Executed on By By FPPC Form 460 (Julia/01) 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~..--- of ,L~ NAMEOFBALLOTMEASURE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STA~E ZIP Related Committees Not Included in this Statement: List any commiltees not included in this statement that are controlled by you or ere primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITYEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? I [] YES [] NO COMMITFEEADDRESS STREET ADDRESS (NO PO. BOX) CITY STA~E ZIP CODE AREA CODE/PHONE COMMllTEE NAME I,D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? [] YES [] NO STREET ADDRESS (NO RD, SOX COMMII=rEEADDRESS BALLOT NO. OR LETTER JURISDICTION []r"'[ OPPosESUPPORT 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 offlceholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD OFFICE SOUGHT OR HELD []SUPPORT r']OPPOSE ~l~ SUPPORT OPPOSE NAME OF OFFICEHOLDER OR CAND)DATE OFFICE SOUGHT OR HELD []SUPPORT []OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [] SUPPORT F-'~OPPOSE CITY STALE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460 (June/01) FPPC Toll-Free Helpllne: 866/ASX-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 SUMMARY PAGE NAME OF FILER Contributions Received 1. Monetary Contributions ........................................... Schedule A, Line3 2. Loans Received ...................................................... Schedule B, Line 7 3. SUBTOTAL CASH CONTRIBUTIONS ......................... AddLines I + 2 4. Nonmonetary Contributions ....................................Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 Column A Column B TOTAL THIS PER~OD CALENDAR YEAR (FRC~ ATTACHED SCH LOLl-ES} TOTALTO DATE o DO O. OD D: O0$ o Do 0.00 0,00 0.00 $ O. O0 Expenditures Made 6. Payments Made ....................................................... ScheduleE, Ltne4 7. Loans Made ............................................................. Schedule ~. su.,'OT^, CAS.,'^¥MEN~-S .................................... ~ddL,,e,~. ~ 9. Accrued Expenses (Unpaid Bills) ............................... 10. Nonmonetary Adjustment .......................................... ScheduleC, Line3 11. TOTAL EXPENDITURES MADE ................................ AddLines8+9+ tO Current Cash Statement 12. Beginning Cash Balance ....................... Pretdous Summaq/Page, Line 16 13. Cash Receipts ................................................... ColumnA, Line3above 14. Miscellaneous Increases to Cash ........................... Schedule t, Line 4 15. Cash Payments .................................................. ColumnA, Line8above 16. ENDING CASH BALANCE .......... Add Lines t2 + 13 + t 4, then subtract Line 15 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... schedute B, Part 2 $ Cash Equivalents and Outstanding Debts 18, Cash Equivalents ........................................ See instn~ctions on reverse 19. Outstanding Debts ......................... Add Line 2 + Line g in Column B above O. O0 , 0 O0 ~ O,Ce Calendar Year Summary for Candidates Running In Both the State Primary and General Elections 1/1 through 6/30 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 pedod amounts. If this is the first repod 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 7/1 to Date 22. Cumulative Expenditures Made* Date of Election Total to Date (mm/dd/yy) __/ /.__ $ __/ L__ $ __/ / $ __/ / $ __1 / $ __/ / $ 'Since January 1, 2001. Amounts in this section may be different from amounts repoded in Column B. FPPC Form 460 (Junel01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule A Type or print in Ink. SCHEDULE A .... Amounts may be rounded Statement covers period ~onetary Contributions Received to whole dollars. [ IF AN INDIVIDUAL, ENTER ~OU~ CUMU~TIVETODATE PER ELECTION DA~ FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED TH~S CALENDAR YEAR TO DATE ~ BUSINESS) D~N~ ~COM ~O~H ~ PTY ~ SCC D~ND ~COU ~O~H ~ PTY ~SCC D~ND ~COU ~O~H ~ scc ~lND DCOM ~OTH D PTY Dscc DINE ~OTH D PTY ~ scc Schedule A Summary 1. Amount received this period - contributions of $100 or more. (Include all Schedule A subtotals.) ........................................................................................................ $ _._._(,~L,/~ 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 $ L../. *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 Helpllne: 866/ASK-FPPC Schedule B- Part 1 Loans Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period ,rom throDg,r SCHEDULEB-PART1 I.D, NUMSER FULL NAME. STREET ADDRESS AND ZIP CODE OF LENDER {IF COMMITrEE, ALSO ENTER ID. NUMBER) tf--I IND [] COM [] OTH [] PTY [] SCC tl'-I IND [] COM [] OTH [] PTY [] SCC t~] IND [] COM [] OTH [] PTY [] SCC IF AN INDIVIDUAL. ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOY E D, ENTER NAME OF BUSINESS) OUTSTANDING BALANCE BEGINNING THIS PERIOD (b) AMOUNT RECEIVED THI PERIOD (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 DATEDUE SUBTOTALS $ $ $ $ INTEREST PAID THIS PERIOD RATE (g) ORIGINAL CUMULATIVE AMOUNTOF CONTRIBUTIONS LOAN TO DATE CALENDAR YEAR $ $ $ $ $ $ Schedule B Summary 1. Loans received this period .................................................................................................................... $ (Total Column (b) plus unitemized loans less than $100.) 2. Loans paid or forgiven this pedod ......................................................................................................... $ (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) (Enter (e) on Schedule E, Llrm 3) 'Amounts forgiven or paid by1 another party also must be / reported on Schedule A, / *' If required. J 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. (Maybeenegatlv®.umber) 1' Contdbutor Codes IND- Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY - Political Party SCC- Small Contribulor Committee FPPC Form 460 (Junel01) FPPC Toll-Free Helpllne: 866/ASK-FPPC Schedule B- SCHEDULEB- PART2 Loan Guarantors Amounts may be rounded Statement covers period to whole dollars. NAME OF FILER {IF COOl'EL, ALSO ENTER I.D. NUMBER) CODE (IF SE~'EMPLOYEO. ENTER TO DA~ N~E OF BUSINESS) THIS PERIOD TO DATE ~IND LENDER C~DAR Y~R ~COM ~R ~ ~OTH DA~ PER ELEC~ ~ PTY (~F REQUfRED) Dscc ~IND LENDER ~COM D PTY Dscc ~IND LEN~R ~COM ~ OTH PER (IF REQUIRED) ~ PTY ~SCC ~IND LENDER ~ COM ~ PTY ~SCC SUBTOTAL $ summ.~y Page, FPPC Form 460 (June/01) FPPC Toll-Free Helpllne: 866/ASK-FPPC Schedule C Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period ,rom SCHEDULEC Page? of~-~ NAME OF FILER DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER L{)+ NUMBER) CONTRIBUTOR CODE * I-'lIND I-lOOM [] OTH I~PTY Dscc I-lIND [~COM F'IOTH i--~PTY I-ISCc DIND DCO~ i-lOTH f-IPTY I--[SCC DIND I-ICOM ~IOTH I-'1 PTY ClSCc iF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYEF (IF SELF-EMPLOYED, ENTER DESCRIPTION OF GOODS OR SERVICES AMOUNT/ FAIR MARKET VALUE I.D. NUMBER CUMULATIVE TO PER ELEC~ON DATE TO DATE CALENDAR YEAR (JAN 1'DEC 31) (IF REQUIRED) Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule C Summary 1. Amount received this period- nonmonetary contributions of $100 or more. (Include all Schedule C subtotals.) ..................................................................................................................... $ 2. Amount received this period- unitemized nonmonetary contributions of less than $100 .................................... 3. 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 r *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 D Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees SEEINSTRUCTIONS ON REVERSE NAME OF FILER DATE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period ,rom NAME OF CANDIDATE, OFFICE, AND DISTRICT. OR MEASURE NUMBER OR LETTER AND JURISDICTION, OR COMMITi'EE [] Suppod [] Oppose [] Support [-'1 Oppose TYPE OF PAYMENT [] Monetary Contribution [] Nonmonetary Contribution [] Independent Expenditure [] Monetary Contribution [] Nonmonetary Contribution [] Independent Expenditure [] Monetary Contribution [] Nonmonetary Contribution [] Independent Expenditu~ e DESCRIPTION (IF REQUIRED) [] Support [] Oppose SUBTOTAL $ AMOUNT THIS PERIOD SCHEDULE D I.D. NUMBER CUMULATIVE TO DATE CALENDAR YEAR (JAN I - DEC. 31 ) PER ELECTION TO DATE (IF REQUIREe) 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 Heipline: 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 SCHEDULE F I.D. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. ~ campaign paraphernalia/misc. MBR membercommunications RAD radio aidime and production costs CHS campaign consultants C'I'B contribution (explain nonmonetary)* CrC civic donations FIL candidate filing/ballot fees FND fundraising events ~ independent expenditure supporting/opposing others (explain)* LEG legal defense UT ?ampaign literature and mailings MTG meetings and appearances DFC office expenses petition circulating PHO phone banks POL polling and survey research POS postage, delivery and messenger services FRO professional services (legal, accounting) PRT print ads RFD returned contributions SAL campaign workers' salaries 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 VDT voter registration WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER i.D NOM~E R) 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 Summa~/Page, Column A, Line 6.) .............................TOTAL $ FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 8661ASK-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. SCHEDULEF Sta~,~,~,,~ covers period ,rom through LO. NUMBER CODES: If one of the following codes accurately describes the CtV~ campaign paraphernalia/misc. MBR CNS campaign consultants CTB contribution (explain nonmonetary)* CVC civic donations F]L candidate tiling/ballot fees FND fundraising events IX1D independent expenditure supporting/opposing others (explain)* LEG legal defense payment, you may enter the code. Otherwise, describe the payment. member communications RAD radio airtime and production costs MTG meetings and appearances OFC office expenses PET petition cimulating PHO phone banks FOL polling and survey research postage, delivery and messenger services PRO professional services (Iogal, accounting) RFD returned contributions SAL campaign workers' salades TEL t.v. or cable airtime and production costs 'i3:{C candidate travel, lodging, and meals TEIS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration UT campaign ~iterature and mairings PRT print ads WEB information technology costs (intemef, e-mail) (a) (b) (c) (d) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING (iF COMMITTEE, ALSO ENTER I.D. NUMBER} DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPOR~r ON E) OF THIS PERIOD summarized on Schedule O. 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 period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) ................................. PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.) ................................................................................................................................................ NET $ May be a negallve number FPPC Form 460 (June/01) FPPC Toll-Free Helptine: 866/ASK-FPPC Schedule G Payments Made by an Agent or Independent Contractor (on Behalf of This Committee) SEE iNSTRUCTIONS ON REVERSE NAME OF AGENT OR I~D~PENOENT CONTRACTOR Type or print in ink. Amounts may be rounded to whole dollars. covers period through SCHEDULE G Psge // o, I.D. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. ~ campaign paraphernalia/misc. MBR member communications RAD radio aidime and production costs CNS campaign consultants CTB contribution (explain nonmonetary)* CVC civic donations FIL candidate filing/ballot fees F'ND fundraising events !ND independent expenditure supporting/opposing others (explain)* LEG legal defense UT campaign literature and mailings MTG meetings and appearances DFC office expenses PET petition circulating PHC) phone banks POL polling and survey research POS postage, delivery and messenger services FRO professional services (legal, accounting) PR]' pdnt ads * Payments that are contributions or independent expenditures must also be summarized on Schedule D. RFD returned contributions SAL campaign workers' salaries TB_ t.v. or cable airtime and production costs 33:iC candidate travel, lodging, and meals TRS 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 (~F COMMITTEE, ALSO ENTER I.O, 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 Surnrnaq/Page. This total may not equal the amount paid to the agent or independent contractor as reported ~q Schedule E. FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule H Loans Made to Others* SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. FULL NAME, STREET ADDRESS AND ZiP CODE IF AN INDIVIDUAL, ENTER OF RECIPIENT OCCUPATION AND EMPLOYER (IF COMMITTEE. ALSO ENTER I.D. NUMEER) (IF SELF-EMPLOYED. ENTER *L L Dans that are contributions to &n,,;,,er candidate or committee must also be summarized on Schedule D. Loans forgiven must also be reported on Schedule E. OUTSTANDING BALANCE BEGINNING AMOUNT LOANED THI REPAYMENT OR FORGIVENESS THIS PERIOD* [] PAiD $ ~]FORGiVEN $ [] PAiD $ OUTST~d~DING BALANCE AT CLOSE OF THIS PERIOD $ DATE DUE PERIOD PERIOD [] FORGIVEN $ DATE DUE INTEREST RECEIVED SCHEDULE H I.D. NUMBER ORIGINAL AMOUNTOF LOAN DATEtNCURRED DATEINCURRED SUBTOTALS CUMULATIVE LOANS TO DATE CALENDAR YEAR $ PER ELECTION** CALENDAR YEAR PER ELEC~ON** $ Schedule H Summary 1. Loans made this period .................................................................................................................................................. $ (Total Column (bi 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.) (Enter (e) on Schedule I. Line 3) "*If Required FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON REVERSE NAME OF FILER DATE RECEIVED Type or print in ink. Amounts may be rounded to whole dollars. covers period FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE. ALSO ENTER LD. NUMBER) DESCRIPTION OF RECEIPT P,ge L% LD. NUMBER SCHEDULEI AMOUNTOF INCREASE TO CASH Attach additional information on appropdately labeled continuation sheets. SUBTOTAL $ Schedule I Summary 1. Increases to cash of $100 or more this period ........................................................................................................... $. 2. Unitemized increases to cash under $100 this period ............................................................................................... $ 3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) ................................. $ 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enler here and on the Summary Page, Line 14.) ........................................................................................................................... TOTAL $ FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC