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HomeMy WebLinkAboutBTC PREELEC02(2)Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from ID-t- 00%___ th,o. h Io-Iq-O __ Date of election if applicable: (Month, Day, Year) Date Slamp COVEF~ PAGE Page / of~ ~" I: '~ [ - , For Official Use Only 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. [] Officeholder, Candidate Controlled Committee 0 State Candidate Election Committee 0 Recall (Also Complete Part 5) [] General Purpose Committee ~. Sponsored O Small Contributor Committee (~ Political Pady/Central Committee [] Ballot Measure Committee O Primarily Formed O Controlled O Sponsored [] Primarily Formed Candidate/ Officeholder Committee 2. Type of Statement: ~, Preelection Statement [] Semi-annual 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 MAILING A[~SS AREA CODE/PHONE MA~ I~lq ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS ~'~T~ STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE OPT{ONAL: FAX / E-MAIL ADDRESS OPTIONAL: FAX / E MAIL ADDRESS 4, Verification I have used all reasonable diligence in preparing add reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedufes is true and J ~ S~gna~ure of Treasurer or Assistant Treasurer Executed on By Dy Executed on Date By Recipient Committee Campaign Statement Cover Page-- Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Type or print in ink. 6. Ballot Measure Committee NAME OF BALLOT MEASURE COVER PAGE - PART 2 OFFICE SOUGHT OR HELD (iNCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESIDENT~AI-/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Related Committees Not Included in this Statement: List any committees not included in this statemenf that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMI~-I~E NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? [] YES [] NO COMMR-rEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODB AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER COMMIT'rEE ADD~ESS CONTROLLED COMMI~EE? [] YES [] NO STREETADDRESS (NO P.O. BO) BALLOT NO. OR LETFER JURISDICTION ~r~OPPosESUPPORT Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER. CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DtSTRtCT NO. IF ANY 7. Primarily Formed Committee List names of o~ceholder(s) or candidate(s) for which this committee is primar#y formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [] SUPPORT [] OPPOSE NAME QF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [] SUPPORT [] OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [] SUPPORT [] OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFF~CE SOUGHT OR HELD [] SUPPORT [] OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460 (June./01) FPPC Toll-Free Helpllne: 866/ASK-FPPC State of Calitorn{e Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from ~ -- / -- (/')~ SUMMARY PAGE NAME OF FILER Contributions Received 1. Monetary Contributions ........................................... Schedule A, L/ne 2. Loans Received ...................................................... Schedule B. Line 3. SUBTOTAL CASH CONTRIBUTIONS ......................... AddLines r + 4. Nonmonetary Contributions ....................................Schedu~eC, Une 5. TOTAL CONTRIBUTIONS RECEIVED ........................... AddLines 3 + Expenditures Made 6. Payments Made ....................................................... Schedule E, Ltne 4 7. Loans Made ........... , ................................................. Schedule H, Line 7 8. SUBTOTAL CASH PAYMENTS .................................... AddL~nes 6 + 7 9. Accrued Expenses (Unpaid Bills) ...............................Schedule E Line3 1 0. Nonmonetary Adjustment .......................................... SchedCe C, Line 3 1 1. TOTAL EXPENDITURES MADE ................................ Add Lines 8 + 9 + 10 Current Cash Statement 12. Beginning Cash Balance ....................... Prewous Summary Page, Lkle 16 13. Cash Receipts ................................................... ColumnA, Line3above 14. Miscellaneous Increases to Cash ........................... Schedule I, L/ne 4 15. Cash Payments .................................................. ColumnA, Lineeabove 16. ENDING CASH BALANCE .......... Add Dne$ t2 + t3 + t 4, then subtract Line 15 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Pad 2 Cash Equivalents and Outstanding Debts 18, Cash Equivalents ........................................ See instruction$ on reverse 1 9. Outstanding Debts ......................... Add Line 2 + Line 9 in Column ~ above Column A Column B TOTAL THIS PERIOO CALE N DAR YE AR LO00,m 0 C) oD To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last report Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 7/1 to Date Contributions Received 211 Exper~dituresMede Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made' (Il Subject to Volu nta~'y Ex~nditurg Limll) Date of Election Total to Date (mm/dd/yy) / /_ $ I /.__ $ __/ J.__ $ / J ~_ $_ / / $ __/ / $ '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 Monetary Contributions Received SEEINSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from ~ SCHEDULE A NAME/5%cOF FILER DATE RECEIVED CONTRIBUTOR CODE * []IND []COM [~OTH []PTY E]scc []IND [~COM E~OTH [] PTY [~scc [] COM E~OTH [] PTY r3scc IF AN INDIVIDUAL ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS PERIOD []IND [] COM [~ nTH [] PTY []scc E~IND []co~ []nTH [] PTY []scc PER ELECTION TO DATE (IF REQUIRED) FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule A Summary 1. Amount received this 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 OF BUSINESS) SUBTOTALS 1, CUMULATIVE TO DATE CALENDAR YEAR (JAN I DEC 31) 'Contributor Codes IND - Individual COM - Recipient Committee (other than PTY or SCC) nTH - Other PTY Political Party SCC - Small Contributor Commitlee Schedule B- Part 1 Loans Received SEEINSTRUCT)ONS ON REVERSE NAME OF FILER TULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER COMMITTEE, ALSO ENTER lO NUMBER) '~[] IND [] COM [] OTH [] PTY IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period AMOUNT (c) (d) AMOUNT PAID OUTSTANDING tNTEREST U) ORIGINAL 1-[] IND [] COM [] OTH [] PlY (IF S~-EMPLOYED, ENTER NAME OF BUSINESSI [] scc [] scc [] scc (at OUTSTANDING BALANCE RECEIVED THIS PERIOD OR FORGIVEN THIS PERIOD * [] PAID $ []FORGIVEN $ [] PAID $ BALANCE AT CLOSE OF THIS PERIOD DATE DUE $ DATE DUE PAID THIS PERIOD BEGINNING THIS PERIOD SCHEDULE B - PART 1 CUMULATIVE AMOUNT OF CONTRIBUTIONS LOAN TO DATE CALENDAR YEAR $ PER ELECllON** $ DATE INCURRED CALENDAR YEAR $ PER ELECTION *' $ DATE INCURRED CALENOAR YEAR $ PER ELECTION ** $ DAlE INCURRED t[] IND [] COM [] OTH [] PTY DATEDUE Schedule B Summary iE.,.,~o. 1. Loans received this period .................................................................................................................... $ (Total Column (b) plus unitemized loans less than $100.) 2. Loans paid or forgiven th s per od .............. $ (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. If Contributor Codes ] IND- Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY - Political Party SCC - Sma, Contributor Commiilee repoded on Schedule A "If required. FPPC Form 460 (June/01) FPPC Toll*Free Helpline: 866/ASK-FPPC SCHEDULED-PART2 OCIII~[IUII~ D -- Far[ ;/ ~ype or print ~n InK. Amounts may be rounded Statement covers period Loan Guarantors to whole dollars, from lC) -C'~ 1'-~ ~ pIa~e I SEE INSTRUCTIONS ON REVERSE through 10--1~3 I Page __ of~ NAME OF FILER ID NUMBER FULL NAME, STREET ADDRESS AND IF AN INDIVIDUAL ENTER [ AMOUNT BALANCE ZIP CODE OF GUARANTOR CONTRIBUTOR OCCUPATION AND EMPLOYER~ LOAN GUARANTEED CUMU~TIVE OUTSTANDING (iF COMMI~EE, ALSO ENTER1 D NUMBER) CODE (IF SELF EMPLOYED ENTER TO DATE NAME OF BUSINESS) THIS PERIOD TO DATE ~ IND LENDER CALENDAR YEAR ~ PTY ¢~ REQUIRED) Dscc ~IND LENDER ~COM PER ELECTION ~OTH DATE (IF REQUIRED) ~ PTY ~SCC ~IND LEHDER ~COM OTH ~ PTY gATE ~scc ~IND ~ ENDER ~COM ~ PER Et ECTION ~ OTH DAlE (IF REQUIRED) ~ PTV ~SCC SUBTOTAL $ Summan/Page. Line 17 FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule C Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. NAME OF FILER DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR RECEIVED 0F COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * OIND [~COM r~OTH []PTY FISCC OIND ~]COM I'-IOTH E~PTY [] SCC I~IND E]COM E~]OTH OPTY I~scc iF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, £NTER Statement covers period ,hrough DESCRIPTION OF GOODS OR SERVICES AMOUNT/ FAIR MARKET VALUE SCHEDULE C Page ? of 1.3 ID NUMBER CUMULATIVE TO DATE CALENDAR YEAR (JAN1 DEC 31) PER ELECTION (IF REQUIRED) OIND E]COM r~OTH E~] PTY []scc Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ ! ' J 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 *Contribulor 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 SEEtNSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period through 10 --I0[-0~ DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR MEASURE NUMBER OR LETTER AND JURISDICTION, OR COMMIttEE [] Support [] Oppose [] Suppod [] Oppose [] Suppod [] Oppose T~PE OF PAYMENT ~ Monetary Contribution [] Nonmonetary Contribution [] Independent Expenditure [] Monetary Contribution [] Nonmonetary Contribution [] independent Expenditure [] Monetary Contribution [] Nonmonetary Contribution [] ~ndependent Expenditure DESCRIPTION (IF REQUIRED) AMOUNT THIS PERIOD Page CUMULATIVE TO DATE CALENDAR YEAR (JAN 1 DEC 31 SCHEDULED PER ELECTION TO DATE (IF REQUIRED) SUBTOTAL $ I~ ~ ] 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 $1 O0 ...................................................................................... 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 EILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period through ]O-IC{-O Page q SCHEDULE F of l.~'7 ID NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. C;t,/P campaign paraphernalia/misc. MBR membercommunications RAD radio airtime and production costs CNS campaign consultants CTB contribution (explain nonmonetary)* CVO civic donations FIL candidate filing/ballot fees FND fundraising events INO independent expenditure supporting/opposing others (explain)* LEG legal defense LIT campaign literature and mailings MTG meetings and appearances OFC office expenses PET petition circulating PHO phone banks I:'OL polling and survey research POS postage, delivery and messenger services PRO professional services (legal, accounting) FRUIT print ads RFD returned contributions SAL campaign workers' salaries TEL t.v. or cable aidime 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 (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ^LSO ENTER I O NUMBER} CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID * 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.) ..... . ......... $ I *,~..~.~. ~ 2. Unitemized payments made this period of under $100 .......................................................................................................................................... $ (~. ~ 3. Total interest paid this period on loans. (Enter amount from Schedule B, Pad 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 $ k (~)~(~ ,-~ g FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 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. Statement covers period from [~-¢ )/~--~ through JO-~ 0~-0~ SCHEDULE F IDNUMBER CODES: If one of the following codes accurately describes the Ctv~ campaign paraphernalia/misc. MBR CNS campaign consultants CTB contribulion (explain nonmonetary)* CVC civic donations candidate filing/ballot fees FND fundraising events IND independent expenditure supporting/opposing others (explain)* payment, you may enter the code. Otherwise, describe the payment. member communications MTG meetings and appearances OFC office expenses PET petition circulating PHO phone hanks POL polling and survey research POS postage, delivery and messenger services RAD radio aidime and production costs RFO returned contributions SAL campaign workers' salaries TEL t.v. or cable aidime 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 LEG legal defense PPG professional services (legal, accounting) VDT voter registration LIT campaign literature and mailings PRT print ads WEe information technology costs (intemet, e-mail) (a) (b) (c) (d) NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDfNG AMOUNT INCURRED AMOUNT PAiD OUTSTANDING {IF COMMITTEE, ALSO ENTER IlO NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT O~ E) OF THIS PERIOD * Payments that are contributions or independent expenditures must also be 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 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 $ FPPC Form 460 {June/01) FPPC Toll-Free Helpline: B66/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. Statement covers period from SCHEDULE~ NAME OF FILER NAME O-~AG ENT OR INDEPENDENT CONTRACTOR ID NUMBER CODES: 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 OFC office expenses PET petition circulaling PI-lO phone banks POL polling and survey research POS postage, delivery and messenger services PRO professional services (legal, accounting) PRT print ads QVP campaign paraphernalia/misc. CNS campaign consultants CTB contribution (explain nonmonetary)* CVC civic donations FiL candidate filing/'oallot fees F'ND fundraising events IND independent expenditure supporting/opposing others (explain)* LEG legal defense LIT campaign literature and mailings *p · ayments that are contributions or independent expenditures must also be summarized on Schedule D. RAD radio aidime 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 TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE OR CREDITOR iiF COMMi T~Ee, ALSO E~,iTE R i.O NUMOER) 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 Summary 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 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. Statement covers period from t© -oI-O SCHEDULEH IDNUMBER FULL NAME, STREET ADDRESS AND ZIP CODE OF RECIPIENT (IF COMMIT~'EE. ALSO ENTER 10. NUMBER) *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. IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (iF SELF-EMPLOYED, ENTER NAME OF BUS~NESS) OUTSTANDING BALANCE BEGINNING THIS PERIOD SUBTOTALS AMOUNT LOANED THIS PERIOD (c) REPAYMENT OR FORGIVENESS THIS PERIOD* [] PAID $ [] FORGIVEN OUTsT~d~DING BALANCE AT CLOSE OF THIS PERIOD $ OAT£ DUE DATE DUE INTEREST RECEIVED (0 ORIGINAL AMOUNTOF LOAN DATEINCURRED DATE INCNRRED (g) CUMUlaTIVE LOANS TO DATE CALENDAR YEAR $ PER ELECTION** CALENDAR YEAR $ PER ELECTION** 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.) (May be a nogal*ve number) **if Required FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Sta;~e,,[ covers period through I 0~/C[ ~ SCHEDULEI p a g e ~2.2.2.2.2.2.2.2.2.~ NAME OF FILER RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE. ALSO ENTER I.D NUMBER} DESCRIPTION OF RECEIPT I.D. NUMBER AMOUNT OF INCREASE TO CASH Attach additional information on appropriately 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. Enter here and on the Summary Page, Line 14.) ........................................................................................................................... TOTAL $ FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 8661ASK-FPPC